Covered this in depth w Arthur in our episode that dropped this weekhttps://t.co/18C7jCFenJ ...

Prediction markets for Bitcoin are heating up.Traders on Kalshi now see BTC ending October around $131K, up nearly $9K in a week, with a 53% chance of ending higher than $130K.So much higher. https://t.co/cjtzvKPNvT ...

The great debasement trade.2020 COVID print lit the fuse & Trump has poured the gasoline.M2 is up only.Gold & Bitcoin are repricing.Meanwhile, deregulation of the entire digital asset industry.Consumer apps are hitting mainstream adoption.Majors look ready for new blue sky highs.What’s next? Probably a lot of volatility.Up & down.Long term trend is up & to the right. See you on the other side…Arthur Hayes (@CryptoHayes):The new TradFi meta narrative is the "debasement trade". It took them almost twenty year ...

Market Sentiment - The crypto market is anticipated to experience high volatility in the coming months [1]

Market Position - Hyperliquid is identified as the perps DEX category leader, suggesting a dominant position in its market segment [1] - The analysis suggests that owning the category leader is generally a sound investment strategy [1] Financial Performance - Hyperliquid is consistently buying back $3-5 million in tokens per day [1] - Revenue demonstrates a consistent, linear growth trajectory [1] Competitive Landscape - CZ's attempt to compete with Hyperliquid using Aster has not significantly impacted Hyperliquid's performance [1] - The emergence of new, attention-grabbing BSC coins is seen as a potential distraction, but not a fundamental threat [1] Investment Strategy - The analysis suggests that focusing on established leaders like Hyperliquid is preferable to investing in beta plays, which often underperform [1]

RT robbie (@robbie_rollup)BTCFI SUMMIT SPECIAL: Why Starknet Is Going All-In on Bitcoin with Eli Ben-Sasson & Evgeny YurtaevBitcoin pet rocks aren't cool anymore.In today's episode, I sit down with @EliBenSasson of @Starknet and @evgeny_re7 of @Re7Capital to cover:- Starknet's 100M STRK Bitcoin Incentive- Turning Bitcoin Into Productive Collateral- The Dual Staking Model Explained- Why DEX Flips CEX- BTCFi: Winner Takes Most- Building the Integrity Web for BitcoinFull episode links below.Timestamps:00:00 In ...

We had @fejau_inc on the show to reflect on the 'trade after the trade' earlier this year, why this is such an incredibly bullish macro backdrop, and what he's seeing for the rest of Q4 into next year.Great convo for all investors.https://t.co/ZCmi1ZOjd5 ...

Stablecoin Innovation - Ethena and Jupiter are launching jupUSD, a new Solana native stablecoin [1] - jupUSD will be issued natively on Solana, enabling seamless integration across DeFi protocols with lower friction and costs [1] - JUPUSD is expected to follow Ethena's model of yield-generating, collateral-backed stablecoins [1] Market Strategy - Jupiter plans to "progressively convert" approximately 750 million USD of USDC from its Liquidity Provider Pool into JupUSD [1] - Ethena will spearhead Solana's stablecoin ecosystem with Jupiter and work to maintain peg stability, build deep liquidity for jupUSD, and gain ecosystem adoption against USDC/USDT [2] Industry Outlook - The industry anticipates a "Stablecoin Supercycle" [2]

BOOM.Perps are live on Metamask wallet now, powered by Hyperliquid builder codes.Phantom has seen massive success with this on their platform already hitting over $5B in volume in a month or so.Metamask has also announced plans to launch their own token & this would signal that they will be rewarding those who trade perps on the mobile app.I still think its likely the token launches before EOY, or early Q1.Another huge win for Hyperliquid here and entrenches them deeper into DeFi as competitors like Lighter ...

Future Outlook - Industry anticipates the evolution of the Hyperliquid list over the next 6 months, 1 year, and 2 years [1]