HORYONCrypto Intelligence Feed
Hyperlid Strategies (led by David Schamis) holds ~26.2M HYPE tokens (~10% of circulating supply) and $199M cash, with aggressive buybacks funded by a 90% USDC revenue-sharing deal with Circle/Coinbase. Hyperliquid’s pre-IPO derivatives (e.g., SpaceX, Anthropic) and USDH stablecoin are driving ecosystem growth, with regulatory tailwinds for perpetuals in the US.
The episode covers Hyperliquid's rapid growth (HYPE token, PER ETF, and pre-IPO trading like SpaceX), Monad’s chain strategy, and macro themes like AI-driven economic shifts, RWA tokenization, and US regulatory risks ahead of the 2024 midterms. Institutional adoption and onchain asset consolidation are key narratives.
The episode explores how 99% of users underutilize AI by treating it like a search engine, while advanced methods like 'Loops' enable autonomous, long-duration task completion. It dives into the evolution of AI agents, their enterprise adoption, cost constraints, and the shift toward recursive self-improvement (RSI) as a path to AGI.
Luke Gromen analyzes how a potential Fed chair Kevin Warsh would face a binary choice between defending the US dollar or the Treasury bond market amid soaring deficits, geopolitical oil shocks, and a shifting global monetary order led by China’s yuan/gold strategies.
62,934 $24h▲0.7%7d▼1.1%30d▼18.6%
1,695.9 $24h▲0.8%7d▲2.1%30d▼20.5%Select a story to view
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