TYC
@johnny_tyc
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Very thrilled to finally announce our investment into @sanctumso. I first met @soleconomist on a call. It was scheduled for a 45-minute intro call but we ended up talking for 2+ hours. This is the thing you know will happen when you meet good founders, and back then I was
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Yesterday, HIP-3 had an ATH trading volume of $1.5B, due to the surge of trading activities ($900M+) in $SILVER. HIP-3 is showing exponential growth even though @HyperliquidX monthly volume has dropped 54% from the high in Aug 2025.
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Pivot of the year
We’re pivoting Trove to Solana. After recent sentiment around Trove, the liquidity partner that had been supporting our Hyperliquid path chose to unwind their 500k $HYPE position. That was their decision and we fully respect it. This changes our constraints: we’re no longer
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I mean if you've ever subscribed to one of these crypto data platforms, you would be surprised how unsophisticated most of them really are.
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Why did the @NYSE's owner drop $2B on @Polymarket ? Cuz it's not the next @DraftKings, it's the future of "truth". I started this research with a simple goal: I wanted to understand how Polymarket makes money. Naturally, I looked at @DraftKings first. DraftKings is a classic
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Corporate Finance 101: 1. Reinvesting profits back to business and product expansion should deliver the highest ROI for growth-stage companies 2. Buybacks should have indications. In tradFi it signals that management thinks the stock is too cheap. Doing continuous
an update on HNT buybacks: the market doesn’t seem to care about projects buying their tokens back off the market, so we are going to stop wasting our money under the current conditions Helium + Mobile generated $3.4M in October alone and I’d rather we use that money to grow the
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On the topic of token buybacks, I think the idea of "net buyback" is quite underrated Take @CoWSwap, at first glance they seemed to have bought back ~$3.5M worth of $COW in 25Q4, but looking into their unit eco: They are paying ~45-55% COGS to solvers in the form of $COW
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Been testing some of these top @PolymarketBuild apps, but it does seem most of them offer similar functionalities, i.e. another frontend, calendar feature, some AI summaries/web search features, or simple copy trading. Has anybody found any differentiating one?
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The Broken Math of Crypto Cards & How Can @EtherFi @AviciMoney @KASTxyz Fix It Crypto cards have been gaining great momentum in 2025 (spend volume 4.84x YoY), but deep down their math is broken. If a crypto card offers you 3% cashback to grab market share, but only earns ~1.5%
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It bugs me when i see people saying token holders should act sanely in the $AXL case as in capital market, we also have different instruments and the respective seniority. Come on the thing here is people did not sign up for this lol
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My last article regarding HIP-3: https://t.co/knspjZ29mL
HIP-3: Democratization of Crypto Brokers I think HIP-3 is a brilliant move to challenge the many centralized exchanges out there that have zero differentiation. Before this, @HyperliquidX was running a “liquidity-as-a-service” playbook; now, they are shifting to
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HIP-3 means an LST War for $HYPE Building on my last article, the 500k $HYPE (~$15M) upfront cost for HIP-3 is a steep barrier for most brokers. But if crypto excels at one thing, it’s capital formation. Brokers can easily open vaults to crowdsource this stake, offering
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In case you are curious about what @CoWSwap is
🧵 With @worldlibertyfi consistently buying blue chip coins with it, here’s everything you need to know about @CoWSwap and why I believe it is the most undervalued project in the Ethereum space right now
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How $MON is priced now is just another reminder that blockchains today are 100% commoditized People can still argue that "community" and "ecosystem" are still the "defensibility" but in reality we all know that it's BS cuz the switching cost is so low Fat App is the only way
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HIP-3: Democratization of Crypto Brokers I think HIP-3 is a brilliant move to challenge the many centralized exchanges out there that have zero differentiation. Before this, @HyperliquidX was running a “liquidity-as-a-service” playbook; now, they are shifting to
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Crypto Is THE Best Tool For Capital Formation I joined the space back in 2020. I had briefly researched DeFi at the time — read the Compound and Uniswap whitepapers — and found it fascinating, but I didn’t think too deeply about the implications. It just so happened that one of
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CCA + Coinbase ICO. We are so back
Token distributions often happen behind closed doors, creating information gaps and privileging a few players We think there's a better way Today, we're launching the Continuous Clearing Auction Protocol
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