RWA Volumes Cross 50% on Hyperliquid
Crypto rails and equities are now closely interlinked. This Dune dashboard tracks Hyperliquid's daily trading volume by asset class. In January, RWAs (commodities, public/private equities, indices & ETFs) were often single digits, with crypto dominating. By July, RWA share topped 50% on several days.
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🚨 A solo builder ran China's Kimi K3 through 50 demos in a weekend and turned it into $14,000 last month
no team, no funding, just an open model and a laptop
Douyin devs have been stress-testing K3 for weeks.
he grabbed the workflow and shipped it in english first
> Research: 50 demos in one sheet, one agent loop clearing tasks past its median, 1 day
> Kimi K3: coding, agents, full apps built end to end, 20 min each
> Package: TikTok, Shorts, a paid setup guide, numbers home in 48h, auto
> Cost: open weights, ran local, near zero per run
> Big AI spent billions teaching everyone that frontier intelligence lives behind a paywall
one open model on one desk says otherwise
the cloud rents you the model. this thing you own.
his full setup is in the guide below 👇
Quant can reveal why small, flexible capital can sometimes beat large capital that has to keep moving.
Good example
The trap is governance.
Most investors read that as a return story.
It is really a mandate story.
Institutions often have to keep deploying capital.
Committees, allocations, benchmarks, career risk.
BOOKMARK this before copying any allocation strategy.
The calendar keeps moving,
even when the market is expensive or broken.
A family office can do the opposite.
Disappear when everything is crowded.
Then move when sellers are forced.
Credit is tight.
Good assets get priced like bad assets.
The quant lesson is not “buy the dip.”
The same signal changes value by mandate.
A drawdown is not one signal for everyone.
It depends on who can hold, size, and wait.
“Buy when things are down” fails
if your capital can be pulled.
It fails if the position is too large.
It fails if your mandate forces rebalancing
at the worst time.
Flexibility is not a vibe.
It is an option.
You are paying for the right to wait.
The right to say no.
The right to concentrate.
The right to move before a committee finishes.
Small capital can sometimes beat large capital
because it can change state faster.
Practical rule:
before copying any investor’s strategy,
ask what constraint made it possible.
If you do not have their time horizon,
liquidity, governance, sourcing,
or stomach for drawdowns,
you do not have their edge.
SoSoValue's first governance proposal SIP-1 is LIVE!
We're proposing a 5M $SOSO Researchers Fund to build the world's leading crypto research hub.
Discussion: https://t.co/Fm3k5bKuh9
Full Proposal: https://t.co/iLbtsl4iQZ
Here’s how it works 👇
#SoSoValue#SIP1#Crypto#DeFi #Governance #SOSO