The Neobank Whiteboard: - Fiat On/Offramps will be commoditized by infra like @Stablecoin - The best directional long has been going onchain (Banks -> Wallets) - Stablecoins are the first viable accelerant to bringing non-crypto native users onchain Users will inevitably be

when's the last time you paid for something with gold. or even seriously considered paying for something in Gold. It's not a thing it's a revanchist meme propped up by uneducated peasants and their authoritarian rules the economy is digital. fiat is cooked. crypto will win.

Lord, forgive me, I'm gonna try something.

If it isn't abundantly clear by now, Bitcoin OGs do not care for crypto at all. They like stores of value, i.e., money. Look at ZEC -- this token is up 7x in a month. The only other token we've pushed that far up is HYPE, and that's because it generates nearly as much profit as

Market is now acting as a pressuring mechanism around the government shutdown. The issue is that Ds are now feeling emboldened after their recent electoral momentum. Meanwhile, Trump is looking to leverage this catalyst to kill the filibuster, so he is inclined to dig in.

@Cbb0fe seems up your alley

You could probably create a very successful small fund based on mispriced DeFi alternative investments (i.e., Pendle Markets, Prediction Markets, trading perps funding rates). Anything that's too complicated for the average user to understand, but still has significant retail

Let’s talk about Railgun.

A vault is comparable to an onchain fund, and just like traditional funds, some will perform well and others won't, but this is what we must accept and mitigate if we want to build a truly open and decentralized system. The fact that only 1 out of ~320 vaults on the Morpho App

Career update: Proud to announce that I'm the new head of blocks at @Blockworks_. I'm here to ensure that all the blocks work properly and pegs are placed in the appropriate position. This will be a monumental shift in the Blockworks strategy, but I'm sure we will come

This + when you set HYPE as a benchmark to a Store of Value token like ZEC, you’re succumbing to recency bias. The only comp for HYPE is a revenue generating business, and the only comp for ZEC is a SoV (i.e., could this become money like Bitcoin or attract mindshare like a

If you don’t get why DEXs are crucial to Crypto’s survival look no further than 10/10. We still have ZERO context about what happened, why people were compensated and who had massive drawdowns that day. We have no idea if CEXs are still solvent. Stop guessing, choose Hyperliquid

https://t.co/239yejKjxM

If the next frontier for crypto and stablecoins (payments) is captured by Tempo, I’m not sure Ethereum will survive. Unliked others, I’m not concerned about Ethereum scaling the L1 or generating more revenue to bolster ETH the asset. Ethereum is still the most trusted

Great piece on x402, highly recommend checking out to understand the payments stack. I think this will be super applicable in 2026.

prediction markets seem to be more interested in getting B tier influencers to be affiliates than solving the liquidity issue where you can't trade anything with size

If you're a $HYPE holder or @HyperliquidX trader, a @MessariCrypto Enterprise subscription is a must. In October, we covered: - Competing perp DEXs - Stablecoins on Hyperliquid - HIP-3's effect on revenues Sign up for Enterprise and get access to these amazing research reports!

deleting wicks is fed behavior

Never forget

@RyanWatkins_ I don’t doubt that Hyperliquid is the best venue for launching equity perps today. Ostium and xStocks likely underperformed because infrastructure wasn’t performant enough. What I question is which market maker can profitably provide liquidity to equity perps against the wave of

Some additional thoughts on equity perps (inspired by a convo with @0xLTR): Seems like we’re finally getting onchain equity perps on good infra (@tradeperps). Haven’t heard much discussion on how insider trading will become a massive issue for equity perps. While the frequency