Perfecting old ideas at the right moment.
@Matt_Hougan of @bitwise tells @NateGeraci how @HyperliquidX combines all the promises of DeFi into one easy-to-use platform.
Right regulatory environment. Right technology setup.
@HyperliquidX doesn't lease its rails. It owns them.
@Matt_Hougan explains to @NateGeraci why building a Layer 1 blockchain eliminates value seepage and delivers better user experience than platforms dependent on other networks.
@Matt_Hougan of @bitwise tells @NateGeraci that @HyperliquidX isn't a crypto app.
It's a financial super app using crypto infrastructure.
24/7 trading.
Cross margin across assets.
The addressable market is 600 trillion dollars.
Listened to this pod on my run this morning. Superb explainer of hyperliquid and why it's Hansel-level hot rn. I didn't realize 99% of fees earned goes towards buying back the token. Smart. And I'll say it again: the crypto industry is so, so lucky to have @Matt_Hougan. Great q's from @NateGeraci as well.
My conversation w/ @Matt_Hougan...
We discuss:
-What is @HyperliquidX
-Platform’s rapid rise
-Regulatory backdrop
-@Bitwise Hyperliquid ETF ($BHYP)
-Investment case for hyperliquid:native
-Portfolio allocation
via @CryptoPrimePod
Amy Oldenberg of @MorganStanley explains to @NateGeraci how the E-Trade spot crypto pilot is just the beginning.
The real infrastructure play is supporting tokenized real-world assets moving forward.
Amy Oldenberg of @MorganStanley to @NateGeraci on market modernization.
From handwritten trade sheets to electronic trading to T plus one settlement.
T zero settlement and 24/7 trading is next.
Amy Oldenberg of @MorganStanley tells @NateGeraci tokenization isn't about picking one asset class.
Equity capital markets, prime brokerage, structured notes, funds, money market funds.
Every business unit is actively exploring connectivity.
Amy Oldenberg of @MorganStanley tells @NateGeraci they've been building crypto infrastructure for over a decade.
Regulatory clarity unlocked client access.
Infrastructure first. Products second.
My conversation w/ @MorganStanley's Amy Oldenburg…
We discuss:
-Firm's approach to crypto overall
-Morgan Stanley Bitcoin ETF (MSBT)
-Future crypto product development
-Direct spot crypto trading on E*Trade
-Crypto infrastructure build
-Tokenization efforts
via @CryptoPrimePod
Daily reset 2x ETFs can be powerful, but investors need to understand how they work.
@GilbertieSal of @TeucriumETFs explains to @NateGeraci that these products are built to deliver 2x exposure for the trading day.
Over time, choppy markets can create very different results.