Hyperliquid is quietly the biggest alt-season killer.
The previous legal and logistical barrier to rotate out of crypto for tradfi exposure is vanished.
You can now sell ETH and instantly trade oil, gold, or the S&P 500 all on-chain on Hyperliquid.
And turns out people really want tradfi exposure.
Previously, that capital stayed trapped in alts, NFTs, L2s.
Now it has an out.
Alt liquidity isn’t just cycling anymore between alt coins,
It is stretched thin as it now has access to the entire financial markets.
This might be the most important deep dive I’ve ever published.
One of the most powerful venture capitalists in the world.
A stealth crypto launch.
On-chain breadcrumbs hiding in plain sight.
If you care about the future of finance, watch this 👇
I missed two life-changing opportunities in '21
1. researched Solana, ended up not buying because 1. didn't like the centralized validators (midcurved it), 2. I was convinced I needed to buy lower mcap tokens to hit 100X+ ROI
drum roll: Solana rallied 600X (77B ATH)
2. bought MATIC in '19 on the Binance IEO, held for 1.5 years, then eventually sold in 2020
in '21, Matic rallied 287X (15B ATH)
the tldr lesson:
- no market cap bias (think of upside potential, most ppl should consider $tibbir as if it were still at 1M mcap, who cares about the few k trenchers who found it earlier than you?)
- the worst thing is being right and not sitting out until it plays out (sux if you are waiting for the wrong thing tho) imagine the big short guy closing the shorts 6 months too early
This is really interesting… A twitter agent seems to have deployed the world’s first “agentic company”.
It seems to be architected in a way that it can self sustain itself, with no human to fund it. Runs on stablecoins.
Here’s how I think it works 🧵