Thesis @gothesis
Hype Research Joined March 2024-
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Thesis retweeted
Warren Buffett: "The secret to life is weak competition…" "'How do you beat Bobby Fischer?' You play him at any game except chess."
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@JesseTinsley @DRTiiBiiRD How does this happen?
@TheIcahnist I wonder why geopolitics does not force other countries to sell their assets? Oh, right, they don't engage in military aggression.
Thesis retweeted
I built an analysis of the 50 best and WORST industries for acquisition in 2025. 50 industries. 20 factors. one ranking per industry. To get a copy of the analysis, RT and comment "industries"
WTF ? $HYPE on CEX $20-21 Hyperliquid $32
This massive liquidation event proves only one thing There is no better exchange, spot or perp, than Hyperliquid Every other exchange either had complete backend outages, or zero liquidity and thin order books There is nothing better than Hyperliquid Remember this
Thesis retweeted
Liquidity fragmentation will likely become a serious issue unless HIP-3 perps expand beyond crypto. If new markets can attract new traders who were never interested in crypto, we get the best possible outcome --the pie grows instead of being sliced thinner. Imo that’s how the market shifts from pure PvP to something closer to PvE. Experiments like stocks, pre-IPO, gold, S&P, and other exotics are early steps in that direction. But obviously they’ll face major challenges, notably around oracle reliability, legal exposure, and data licensing. If HIP-3 teams can solve those, it could mark the beginning of a new market cycle -- one where Hyperliquid evolves into the venue that houses all of finance.
Thesis retweeted
Thesis retweeted
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