MONK (@defi_monk) 's Twitter Profile
MONK

@defi_monk

Sunny | Research @Messaricrypto | Prev Hedge Fund Monkey | NFA | Check Highlights for Threads |

messari.io/research/sunny…

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calendar_today10-12-2021 05:48:14

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MONK (@defi_monk) 's Twitter Profile Photo

There’s a key difference between an ICO and a traditional TGE for opening day performance. People who are buying $PUMP at 4B won’t be immediate net sellers until they’re in the green. Might change the typical PA where airdrop recipients and insiders dump immediately.

Eric Turner (@ericturnr) 's Twitter Profile Photo

We've been working on disclosures for seven years now, and I think the format of the new Messari portals is close to where you want to be 1. Key events (corporate actions) 2. Unlocks 3. Network metrics 4. "Financial" metrics 5. News 6. Market data 7. Fundraising

We've been working on disclosures for seven years now, and I think the format of the new Messari portals is close to where you want to be

1. Key events (corporate actions)
2. Unlocks
3. Network metrics
4. "Financial" metrics
5. News
6. Market data
7. Fundraising
Clips of Crypto (@clipsofcrypto) 's Twitter Profile Photo

Research at Messari, MONK, explaining how organic platform usage and staking benefits create strong incentives for users and traders to acquire and stake Hyperliquid tokens, even at low prices - on 0xResearch

MONK (@defi_monk) 's Twitter Profile Photo

$HYPE is like the only alt that is not pigeonholed into a fake narrative. Literally the only cryptoasset outside of the majors where people are holding on a LTF for an idiosyncratic thesis.

MONK (@defi_monk) 's Twitter Profile Photo

With Alpenglow - bridging from Solana to Bullet should take under a second. Ethereum bridgoors will not be used to these kind of finality speeds.

MONK (@defi_monk) 's Twitter Profile Photo

People don’t realize that hyperliquid actually doesn’t have many users relative to CEXs and its TPS has still crossed 10k+. For reference Solana is around 1k TPS on most days. Crypto rails are still not ready yet for what happens to throughput needs when a CLOB finds PMF.

MONK (@defi_monk) 's Twitter Profile Photo

Some picks and shovels players behind the CLOB wars. Oracles: - Pyth Lazer is providing high speed pricing feeds for many CLOBs, and is also directly involved in Fogo and ambient - RedStone is delivering Bolt for MegaETH Alt-DA: - Celestia and Eigenlayer

MONK (@defi_monk) 's Twitter Profile Photo

Jeff made the decision a long time ago to abandon Tendermint and build every part of hyperliquid’s stack on his own. Now everyone is scrambling realizing they can’t handle hyperliquid’s throughput.

MONK (@defi_monk) 's Twitter Profile Photo

Man toly is goated. If he somehow makes Solana performant enough to host a Hyperliquid of their own obviously that would be a remarkable result for crypto. Still think Hyperliquid’s chosen tradeoffs are too hard to overcome fully GP but would love to be proven wrong.