neil agarwal

Investor @ DDX Capital | Co-Founder @ Proxify

[neil agarwal @neilagarwal98]

@coinbase launching the “everything trading” app months after Hyperliquid already built. $HYPE $PURR

Imitation is the greatest form of flattery.

Hyperliquid

[neil agarwal @neilagarwal98]

good summary

[tailrisked @tailrisked]

monday morning thoughts:

anthropic / usg fight over fable more important than the iran deal. barring some technical sell-offs, this sort of resolution was already priced in and would not be bidding nq blindly on that alone.

i think a few trades will appear as the market digests implications of government encroachment into the frontier model companies business decisions:

1 - open source routing will gain traction (bullish $NET and OpenRouter)

2 - identity access / 2fa public proxies probably get bid on "permissioned-model access" (think: $OKTA, $SAIL, $NET again, $WLD in crypto)

3 - more interest in decentralized compute / model host providers (crypto'y projects like $TAO, $VVV)

4 - renewed interest in sovereign AI build-outs (neoclouds like $NBIS, $NVDA because UK / EU aren't going to build custom ASICs with Mediatek)

will reply to this list with further thoughts later - still digesting vintage krug over the pacific right now.

[neil agarwal @neilagarwal98]

@based16z Trade is to long openrouter / cloudflare …

[neil agarwal @neilagarwal98]

@tailrisked Interested in checking out the longer form piece

[neil agarwal @neilagarwal98]

@insane_analyst This isn’t too bad all things considered. Welcome to the Lose A Ferrari in a Day Club

[neil agarwal @neilagarwal98]

@ThinkingUSD @based16z Lmk next time you’re at BC. We’re shareholders

@tailrisked

[neil agarwal @neilagarwal98]

@nejatian Hey @nejatian we’re building the infrastructure for institutional shareholders to reflect their own values and move away from ISS / Glass Lewis.

Would love to chat about it after you go through this hurdle. Good luck!

[neil agarwal @neilagarwal98]

@zerohedge Hyperliquid

[neil agarwal @neilagarwal98]

@CeErreEffiLeo I just have $PURR in public markets. $HYPE treasury

[neil agarwal @neilagarwal98]

This was a good one btw, still true

[neil agarwal @neilagarwal98]

The 5 biggest categories in fintech infra right now, correct me if I’m wrong or missing something:

1) Private markets/Secondaries/Alts - @sydecario @AugmentMarkets $HOOD

2) Prediction Markets - @Polymarket @Kalshi

3) Onchain Perps - $HYPE

4) AI Augmentation / Alt Data - @RogoAI, https://t.co/e0qYriU4o0

5) Stablecoin Payments - @tether , $CRCL

[neil agarwal @neilagarwal98]

@proxifyai will enable true fiduciary alignment for institutions and shareholders

[Stephen Moore @StephenMoore]

Exxon shareholders voted 71-29 to move to Texas, rejecting ISS and Glass Lewis advice. 

Once again, proxy advisors got it wrong and pushed a worse outcome for shareholders. Institutions have a fiduciary duty to stop paying for this kind of consistently bad guidance!

[neil agarwal @neilagarwal98]

@StephenMoore At @proxifyai we will put the voting power back in the hands of shareholders for true fiduciary alignment

[neil agarwal @neilagarwal98]

Impossible not to be bullish on @rhobusiness

Nothing more frustrating than being on hold with @Citi for an hour on a Friday evening because their useless token app not working

Only issue is I need to get into my account to transfer my funds…

[neil agarwal @neilagarwal98]

Due diligence. @dwarkesh_sp when we switching from Xilinx to $QUIK?

[neil agarwal @neilagarwal98]

I promise this was not me.

[tailrisked @tailrisked]

REDACTED $WOLF

[neil agarwal @neilagarwal98]

There are 2 ways New Yorkers spend a rainy Saturday afternoon:

1) Waiting on a froyo line with an umbrella

2) Drafting a hedgefund PPM while watching hyperliquid:native price and Trump’s Iran musings

[neil agarwal @neilagarwal98]

Opco sources are also confirming

[tailrisked @tailrisked]

Graham angry tweeting = deal is done

[neil agarwal @neilagarwal98]

Going to be honest here - outside of venture most of my liquid net worth is now in $PURR

[neil agarwal @neilagarwal98]

@tailrisked @boazweinstein Wonder if this cap stack attractive to @boazweinstein