In 2024, Hyperliquid
1) redefined the crypto meta to put community above all. With Hyperliquid, there are no investors, no market makers, and no fees paid to any company. Billions of dollars of value were created by a common vision and relentless hard work. This value went directly to hundreds of thousands of users, building a passionate community with real skin in the game. You all continue to inspire me every day.
2) became the first mature, permissionless financial hub where liquidity and UX matched the most liquid centralized venues. Recent highlights include $15B 24-hour volume, reaching 20% of Bybit futures and 8% of Binance futures volume. Unlike CEXs, Hyperliquid accomplished this as a user-owned protocol.
3) reinvented several of the most entrenched and predatory centralized practices to be crypto-aligned: fair, transparent, and accessible.
Examples of the last point:
1) Listings have always been controlled by CEXs that extort projects through listing fees to maximize their own profits. This is absurd, as the community drives long term success. CEXs tempt projects with immediate liquidity but kill their ultimate vision. On Hyperliquid, listings are fair, permissionless, and transparent: anyone can bid in the auction to deploy a new spot asset. Projects that want to control their own fate increasingly see Hyperliquid as one-stop infrastructure for both the tech stack and liquidity.
2) Historically, CEXs capture the lion's share of revenue in crypto. On Hyperliquid, builders are already bootstrapping 9 figure businesses. Some are monetizing >$100k per day in revenue entirely onchain through builder codes, which are a primitive built into the L1 to allow customizable monetization for applications. Others carve out and own entire verticals in the budding ecosystem.
Builders are tapping into Hyperliquid as their blockchain of choice, and I’m excited for more and more to join the ecosystem this year.
--
In 2025, I expect the technology of Hyperliquid to close much of the gap towards housing all of finance. The maturing technology will include a growing and permissionless validator set while improving the world-class liquidity infrastructure that Hyperliquid provides.
Some concrete predictions:
1) Multiple billion dollar applications/protocols will be built on Hyperliquid. They will own their full stack but tap into the ever-growing liquidity and community.
2) More than 50% of volume from new defi projects will happen natively on Hyperliquid. Hungry teams will value the integration of CEX-level liquidity with the permissionless accessibility of blockchains.
3) Millions of users will use Hyperliquid without knowing about the blockchain at all. Just like web2, users will experience the magic of their favorite products without thinking about the underlying technology.
These predictions are ambitious, but as I look back and realize just how much we've accomplished in a year, I think they're quite reasonable.
Back to work!
i'm not a list guy but here are some very common pitfalls people fall into when they're lost and don't really know what they're doing in the market:
> borrowing conviction
> selling out of boredom (time capitulation)
> being lazy
> hesitating even when their intuition is screaming at them
> overallocating out of greed or desperation and becoming a forced seller before they have a chance to ride the next legs up
> emotional and impulsive decisions
> thinking you can treat this like a hobby and expecting full time results
> blindly listening to people who have malicious intentions or are just plain bad at trading despite being good at clout farming
> creating some number in their head they want to reach and not being okay with walking away with what they currently have
> not understanding that different people have different trading styles so they shouldn't follow someone if they styles don't align
> not having brutal self-awareness and pinpointing their biggest leaks
> not being adaptable
feel free to add more in the comments if you'd like i just whipped this up really fast and didn't even bother proofreading
gunsling mode
chama
Back home to this news.
Still remember the adrenaline it gave me the last cycle.
The collaborations they had that i actually fw.
But thats not a new chapter, thats an abandonment ending bro.
Best thing to focus on for performing in a bull run or anytime really is sizing correctly
You need enough skin in the coin to where upside becomes meaningful but not too much and you’re overexposed
I had a horrible undersizing problem due to bear market PTSD in 2023 and thinking in terms of % of my port made me realize that I could afford/needed to take on more risk. Like I had at the time a few 100k but would only throw maybe $100 at a time so focusing on scaling that up helped me a ton in leveling up
On the flip side oversizing is likely way more prevalent of an issue. The coin you just bought on PF likely isn’t a guaranteed 1000x and your ticket to financial freedom so you gotta take all the risks into mind. IF we are just starting there’s no need to blow your load (any sizable % of your port) on any one play no matter how good it seems. I try to not risk >1% of my portfolio on a shitcoin at a time but gotta find that number that makes sense where you are now. Size for the portfolio you currently have, not the one you want to have.
Appropriate risk is essential, but outsized risk is really never needed in crypto as the returns are so gigantic you can hit a coin so big it would make your IRLs head spin while only risking a small % of your war chest
quarterly yap over