hyperliquid defi is still nascent — but a major opportunity just opened up. today, vanilla markets went live on Felix, letting users borrow usdt0 or usde against their $hype or $ubtc (up to 77% ltv) no cdps. no peg risk. and importantly — all usage earns felix points.

with $launchcoin consolidating around $250M and digesting its 30x move, it’s a good time to check in on where we are in the internet capital markets meta over 23,000 tokens have now launched via the believe app — with a cumulative market cap of ~$453M ($259M from $launchcoin and

gm Cobie — 109k and climbing time for the easy road?

deep down, every bear is just a bull waiting for a better entry hyperliquid

x.com/i/article/1926…

hyperliquid is on pace to generate ~$750M in annual revenue. stake (Stake.com) — the #1 crypto casino — reportedly did $4.7B in 2024. casinos and exchanges aren’t so different. both monetize volume, scale through incentives, and throw off real cashflow when pmf hits. Rollbit

number go up = still the best marketing strategy in crypto yet barely anyone on my tl is talking about $KTA — despite it being up 7x this past month think most faded it early, Eric Schmidt connection and all, because it’s supposedly an "alt L1” but the token is deployed on Base

btcfi is here — and it’s playing out in two parallel worlds. - tradfi: $IBIT + JPM now accepting bitcoin ETFs as loan collateral - onchain: cbBTC on Morpho just hit $600M+ in deposits and $340M+ in borrows not the version most imagined — but the result is the same: bitcoin is

Coatue Management ($50B+ AUM, backers of OpenAI/ByteDance/DoorDash) just released their "Fantastic 40" - analyzing 5-year CAGR of 150+ top tech companies to project 2030 leaders. Plot twist: They ranked crypto alongside Microsoft & NVIDIA: - Bitcoin: $5.2T market cap (~$263k