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NEW REPORT: Is the Bitcoin Low Really In?
Bitcoin bounced, but the bottom still isn’t confirmed. @JustDeauIt and @RyanSAdams unpack the missing coin-rotation signal, weak ETF and spot demand, @saylor's $BTC sale, and why $50K remains in play.
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0:00 Intro
For @tushar_jain, hyperliquid:native’s token story is clean because everything routes back to one asset.
“It's just so simple and easy.”
“there's no equity entity.”
“Revenue goes to buy and burn $HYPE ”
“if you want to go be a HIP-3 deployer, you have to stake
NEW EPISODE - How @HyperliquidX Becomes the Backend for ALL of Finance
@multicoin cofounder @tushar_jain joins @TrustlessState to unpack why @HyperliquidX may be much bigger than a fast-growing perp DEX.
Portfolio margining, HIP3 markets, builder codes, real vs farmed volume,
The everything exchange thesis comes down to local front ends and global liquidity, per @tushar_jain.
“What gets me the most excited is anyone anywhere can get exposure to any asset that they want.”
“That has been a core thesis for DeFi, from kind of the origins of this
NEW EPISODE - How @HyperliquidX Becomes the Backend for ALL of Finance
@multicoin cofounder @tushar_jain joins @TrustlessState to unpack why @HyperliquidX may be much bigger than a fast-growing perp DEX.
Portfolio margining, HIP3 markets, builder codes, real vs farmed volume,
NEW EPISODE - How @HyperliquidX Becomes the Backend for ALL of Finance
@multicoin cofounder @tushar_jain joins @TrustlessState to unpack why @HyperliquidX may be much bigger than a fast-growing perp DEX.
Portfolio margining, HIP3 markets, builder codes, real vs farmed volume,
$USDG changes the incentive around holding stablecoins, says @JohannKerbrat.
“If you're an institution and you use another stablecoin, you're kind of at a disadvantage.”
“your interest will be to sell as soon as possible and buy
NEW EPISODE - The Rise of @RobinhoodCrypto Chain
@RobinhoodApp is bringing tokenized stocks, perps, and onchain yield to its 27M users.
Robinhood Crypto SVP & GM @JohannKerbrat joins @TrustlessState to talk about:
- Tokenized stocks
-
Perpetuals are just the beginning of @RobinhoodApp's @Lighter_xyz collaboration, says @JohannKerbrat.
“I think perpetuals is a great way to to trade differently from opening long, shorts, different type of products.”
“It's one of these kind of crypto primitive that is actually
NEW EPISODE - The Rise of @RobinhoodCrypto Chain
@RobinhoodApp is bringing tokenized stocks, perps, and onchain yield to its 27M users.
Robinhood Crypto SVP & GM @JohannKerbrat joins @TrustlessState to talk about:
- Tokenized stocks
-
NEW EPISODE - The Rise of @RobinhoodCrypto Chain
@RobinhoodApp is bringing tokenized stocks, perps, and onchain yield to its 27M users.
Robinhood Crypto SVP & GM @JohannKerbrat joins @TrustlessState to talk about:
- Tokenized stocks
-
Ryan and I debate the @AskVenice equity vs $VVV token debate
I am a Venice equity apologist, but the fact remains that two assets is strictly a bad setup
@RyanSAdams poses a question: would you rather have Venice equity, or $VVV?
I’m not sure equity is the correct answer…
I do my best to explain $ANSEM to @RyanSAdams
Memecoins are fundamentally unsustainable, but we know that
Regardless, Pump memecoins are graduating 4x more. $SOL is up 15% vs BTC / ETH
Energy is brewing on Solana
Is this a single shot-in-the-arm, or something sustainable?
EARLY ACCESS - The Rise of @RobinhoodApp Chain: Tokenized Stocks, Perps, and 27M Users | @JohannKerbrat
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RWA perps have a collateral problem: the hedge is offchain, but the risk is onchain.
@iandebode: “Now they're hedged but they're not hedged in the eyes of the per platform because the collateral is all off chain.”
“So you end up with a system that is just not very capital
NEW EPISODE - The Stock Market Is Moving Onchain | Ian De Bode
Tokenized stocks are having their breakout moment.
@iandebode joins @TrustlessState to unpack how @OndoFinance brought $SPCX stock onchain within minutes of trading, why real stock market liquidity matters more than
$SPCX ’s tokenized stock was live on @OndoFinance 5 minutes after the real thing started trading.
“I think we were live with trading about five minutes after the real thing started trading.”
“You deploy the token ahead of time.”
“You really make sure that all the market
NEW EPISODE - The Stock Market Is Moving Onchain | Ian De Bode
Tokenized stocks are having their breakout moment.
@iandebode joins @TrustlessState to unpack how @OndoFinance brought $SPCX stock onchain within minutes of trading, why real stock market liquidity matters more than
