Compo Capital
@CompoCapital
Followers
2K
Following
5K
Media
133
Statuses
2K
Liquid Investor @6thManVentures | If you're confident which end of the bell curve you're on then your views are too close to consensus
New York, USA
Joined October 2020
Hint: it means that Hyperliquid already has more real users & organic volume/OI than Binance. Binance faking liquidation data to understate reality is a widely held consensus view. But has anyone stopped to ask themselves, why? There are two possible explanations as I see it:
Did Binance Just Socialize Hundreds of Millions in Losses—Triggering a New Wave of Altcoin Liquidations? What does it mean? As we noted a week ago, during the $19.6 billion crypto liquidation event, long liquidations on Binance accounted for only 59% of all liquidations—far
38
2
72
Hyperliquid.
HyperMeat x @mdudas & @CompoCapital of @6thManVentures 🥩 ▫️6thMan background 1:25 ▫️Hypurr purchase 2:13 ▫️Custom trait 3:42 ▫️Bobby and beef are sidelined 4:44 ▫️HIP-3 5:55 ▫️Value accrual meta 7:31 ▫️CEX listings, @RobinhoodApp 8:18 ▫️Builder codes, Crypto guidance 11:46
13
4
22
Invest in teams who build DeFi primitives to hodl team unlocks
You thought the team would sell their unlocks? WRONG You thought the team would collateralize their holdings on the EVM protocols and borrow against it ? WRONG You think the team will borrow against their holdings on a natively Hypercore designed money market ? You might be
13
2
17
Have put the trade on many times myself, it crushes in a steady state market, but absolutely not a trade you want to keep on during periods of elevated volatility. Learned this lesson after vaporizing a kucoin account back in 2020
0
0
2
Feels more likely a liquid fund was giga short dino coins against crypto-linked equity longs and got a tap on the shoulder from risk manager
Note from Spencer Hallarn, our Global Head of OTC: "As equity markets get smashed today, a rather peculiar rally in crypto especially centered in old school tokens: FIL, LTC, NEAR, DOT, ETC. One theory is this could be tied to Oct. 10 and maybe some exchange is repurchasing spot
6
1
7
So if the dodgers win…Ohtani’s translator is the real mvp, right?
3
0
9
willing to chalk it up to the game & call us even if @brian_armstrong threw us all a bone by embedding @UpOnlyTV schedule in @coinbase 2FA messages 🤝🏻
gg @brian_armstrong - excited for broader industry to realize we don't still need to pvp each other to death to make money anymore + appreciate the polymarket alpha
6
0
20
As impending legislation ushers in the end of times for teams smash and grabbing “DAO” Treasuries & closing up shop w near 0 legal liability - realization of thanksgiving day turkey risk is sure to accelerate. This will be the most electric @MetaDAOProject advertising campaign
I believe the $KDA case is just the beginning. Infrastructure layers that lack product-market fit, specialization, or killer applications will eventually become obsolete and defunct. To date, there are over 100 rollups and more than 300 sovereign chains, with many more on the
2
0
9
Kadena tokenholders would be $30m richer without any litigation necessary if $KDA ICO’d on @MetaDAOProject launchpad 🤷🏻♂️
We are pleased to have contributed to the failure of @kadena_io. We stated from the start that not engaging the community and suppressing speech would have these effects. We will continue our litigation against @kadena_io and their directors as the legal entities are dissolved.
2
0
8
$KDA tokenholders would be $30m richer today if Kadena had ICO’d via @MetaDAOProject launchpad 🤷🏻♂️
0
0
3
Hey you, put some respek on Bonnie Blue’s name until you’ve got more people using your chain than she has behind the 999th man in line
4
0
10
Following MetaDAO Proposal #34, 6th Man Ventures acquired $1.5M of META at $6.35. 6th Man Ventures has been believers in Internet Capital Markets since inception, and considers launchpads a foundational element of their growth, having invested in them both out of the Fund and as
1) this proposal passed 2) as a part of the proposal, @6thManVentures bought $1.5M of META at ~$6.35 per token yesterday at 4:52 PM PST
18
9
163
How long until everyone realizes the bear case for the overall market is the bull case for Hyperliquid? Recommend studying up on $GMX the last time a CEX made $10b disappear
🔥 LATEST: Hyperliquid leads all blockchains in fees over the past 24 hours, surpassing BNB Chain, Tron, and Ethereum.
3
0
11
gg @brian_armstrong - excited for broader industry to realize we don't still need to pvp each other to death to make money anymore + appreciate the polymarket alpha
polymarket.com
Real-time odds on "Hyperliquid listed on Coinbase in 2025?" as of December 12, 2025.
Assets added to the roadmap today: BNB (BNB) https://t.co/lyEugQo7Cv
3
1
9
the math aint mathin here
Unpopular opinion post: On Listing "Fees" (saw this a few times recently) 1. If you are a project complaining about listing airdrops or "fees" (to users), Don't pay it. If your project is strong, exchanges will race to list your coin. If you have to beg an exchange to list,
0
0
3
@cz_binance is "Fees" in quotes bc Binance also internally refers to it as the "Listing Extortion Racket"?
0
0
0
me thinks Hyperliquid S3 airdrop is overwhelmingly likely to be announced within next ~3wk period. strategically, would want to establish marginal structural bid to offset supply coming to market. tactically, hard pressed to see what that could be if not HIP-3.
5
0
15