Heavily Coded With Omnia

Bullish:

• $HYPERLIQUID - Hyperliquid has broken technical norms in crypto by successfully fusing a DEX with its own chain in a permissionless manner, achieving what centralized exchanges have failed to do. The team's execution and the ecosystem's growth trajectory position it as inevitable.

  • “HyperEVM itself, the whole package has really accomplished what decentralized exchange holy grail is that they've just never been able to pierce the veil of”

    Omnia·29:06

  • “I do think it's inevitable. Right?”

    Omnia·49:30

  • “hyperliquid is an extremely profitable app. The team behind it is just ridiculous”

    Omnia·54:46
• $KINETIC - Kinetic became the fastest growing liquid staking protocol ever with $1B in deposits in 3 weeks and $2B in 6 weeks, maintaining 75% market share. The protocol has multiple revenue streams and is positioned as both infrastructure and a profitable app.

  • “Kinetic really quickly became the fastest growing liquid staking protocol of all time. We had a billion dollars in deposits in three weeks. Six weeks in, we had a little bit over 2,000,000,000”

    Omnia·18:29

  • “Kinetic today still retains 75% market share, but at one point had as much as 95”

    Omnia·18:57

  • “if you could be infrastructure, but a profitable app at the same time, yeah, you have something very, very interesting going for you”

    Omnia·43:48
• $EQUITYPERPS - Massive convergence coming between crypto and traditional asset traders, with opportunity to do for perpetuals what Robinhood did for options - enabling 24/7 trading of traditional assets.

  • “I do believe there's a massive convergence of, like, crypto and traditional asset traders from both sides. Right? Like, crypto people are looking to trade traditional assets because they have more action, and they are more mature, for sure”

    Omnia·35:00

  • “there's a massive opportunity to do to perps what Robinhood did to auctions, and that's the space that I see markets being most prolific in”

    Omnia·37:59

  • “There is a huge market for equity for venture, which hasn't even begun to form from the perspective of what is is to come”

    Omnia·34:36
• $CRYPTONATIVE - Using crypto products early still provides significant edge in 2026, both for builders identifying gaps and traders finding opportunities.

  • “It's still true today that the people using this stuff have edge”

    Smac·3:19

  • “it's crazy to me that there is still edge in '26 using the stuff”

    Smac·3:46

  • “is the edge in simply using it and potentially coming across something early? Or is the edge in using things or using so many different things that could be within the same category that you understand what they are missing or what makes one better than the other”

    Omnia·4:33

Bearish:

• $CEFI - Centralized exchanges following a failed playbook of launching L2s to extract more value from users, which hasn't worked well historically.

  • “the common centralized exchange scam is, hey. We have this great centralized exchange. Usually, do whatever the hell we want with users and, you know, get to make ridiculous amounts of money. How about we launch an l two? That would be a great idea. And it'll be centralized, and we get we make more money”

    Omnia·29:15

  • “it's not worked out well outside of, like, D and B”

    Omnia·29:40
• $NFT - NFT market making was extremely challenging with difficult pricing mechanisms, suggesting the market structure was fundamentally broken.

  • “my cofounder, Magnus, and I were the only ones, let's just say, stupid enough to run an NFT market making firm”

    Omnia·5:57

  • “That's real brain damage”

    Smac·6:06