CFTC Chair on Hyperliquid:
→ He thinks HL is transforming the US markets with their 24/7 offering
→ Smart contract logic automates a lot of what exchanges have to comply with
→ ADL is an unconventional mechanism, not good or bad
→ Modernizing the rules to bring things onshore
New episode: The Bull Case For Hyperliquid
@RyanWatkins_@JasonYanowitz
We discuss:
- State of markets
- Opportunities in 2026
- Ryan's Hyperliquid thesis
- The L1 trade, tokens unlocks & more!
Timestamps:
04:02 Running A Crypto Fund In 2026
09:55 Do Four Year Cycles Exist?
16:36 peaq Ad
17:22 How To Find A Trade
25:52 The Hyperliquid Thesis
49:44 Is The Hyperliquid Trade Overcrowded?
53:28 Opportunities In Crypto, Token Unlocks & The L1 Trade
01:02:16 Zcash & Privacy
The data in the given Figure demonstrates a major structural shift in pre-IPO synthetic exposure.
HIP-3 Ventuals lower effective round-trip costs to 48–62 bps, making them up to 410x cheaper than traditional secondary platforms. Furthermore, they replace 30-90 day settlement delays and strict accreditation barriers with instant execution and open wallet access. This represents a fundamental, quantitative improvement in private market liquidity.
Cost on @tradexyz pre-IPO markets are even lower. I will highlight this in the upcoming paper!
0x addresses are hard to memorize and don't bring much value by themselves
so i started labeling popular hl wallets, now they show a name across cryexc (see image)
traders, funds, deployers, all in a public directory
feel free to copy or scrape, link below
The moment the IPO went live, Robinhood was down, Coinbase was down, Bybit had to refund everybody that participated, Binance had to refund everybody that participated, and Hyperliquid was the only venue on the planet with absolutely no problems.
Threadguy reveals Hyperliquid was the only venue on earth that didn't break during the SpaceX IPO
"What Hyperliquid pulled off on the SpaceX pre-IPO was absolutely incredible. So much volume, so much OI, the market was so liquid, and it predicted the price almost perfectly. The last quote that came out was 150, and within 10 minutes of the IPO it was at 175. It was wild how accurate it was."
"And here's the crazy part. The moment the IPO went live, Robinhood was down, Coinbase was down, Bybit had to refund everybody that participated, Binance had to refund everybody that participated, and Hyperliquid was the only venue on the planet with absolutely no problems. Very impressive tech performance on the biggest IPO in history."
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: https://t.co/bwn0sximKZ