Arjun Mohan
@arjunbmohan
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feel like crypto got its swagger back today with the robinhood announcement. the next wave of financialization emerges at the intersection of perps, spot, prediction markets, etc. a unified beachhead where applications become the dominant force. crypto is now forced to show.
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starting to feel like ZK can potentially solve some of the bandaid fixes to the composability we wish defi had - succinct making this a reality.
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real compounding returns are rare in crypto . builder codes are exciting as a mechanism for actual fungible liquidity. altruism isn't dead.
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bullpen summer loading. .
We're beyond stoked to announce the addition of @HyperliquidX Spot Markets to Bullpen. Not everyone can handle 40x leverage, and Bullpen is for everyone — even your girl. Hyperliquid.
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whoever cracks perps in your pocket will be ungodly rich. it will come down to taste:.- how enjoyable is onboarding .- haptic feedback of buttons .- tasteful social aspects .- not in your face ai integrations. compounding returns for the "aws of liquidity".
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Feel like the diversity of capital allocation and capacity for liquid funds is growing recently: .- Long good stuff/short bad stuff (growing clarity) .- hyperliquid (hype, unit, hyperevm).- Pump.- Plasma.- Basis (perp proliferation).- Treasuries trading below nav . There is.
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RT @BullpenFi: 🏌️♀️Announcing: The Bullpen Open ⛳️. Welcome to the The Ultimate Summer Trading Competition. Read more 👇 .
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The CLOB consensus isn't as clear cut as it seems to me. Hyperliquid's success comes partly from opinionated design choices—reserved blockspace, prioritized order types. Less toxic flow for retail, protection for MMs. But open sourcing the node software risks bringing MEV games.
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way more fun to be optimistic, great read.
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One of the sharpest guys I know, congrats!.
Extremely excited to announce the launch of my next venture: Novora. @Novora_ is a crypto-native proprietary investment firm. We invest across public and private markets and actively support ambitious teams building at the frontier. Novora’s mission is to help visionary.
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RT @BullpenFi: They say bridging is scary, but I just onboarded the girl next door with four clicks in 12.5 seconds to @HyperliquidX. a….
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The stablecoin scaling paradox:. Perfect monetary fungibility creates its own contradictions—. Treasury dominance → profitability death spiral as issuers control accelerated amount of T-bill float.Perfect dollarization → monetary sovereignty collapse (ask Nigeria, Indonesia).
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