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Simon
4,344 posts
Simon
@simononchain
Manhattan, NY
Joined February 2024
If you told me 6 months ago that Zcash would start absorbing Bitcoin’s original use-case, I’d have laughed. Today, I’m not so sure... In fact, I believe a strong case can be made that BTC's original cypherpunk vision has been hijacked. Not just because it has underperformed
- berachain pulled in $3.5B TVL with points and incentives — and is now bleeding capital, users, and doing <$10k/day in revenue. hyperliquid’s L1 just crossed $1B TVL without grants, ecosystem farming, or forced liquidity games. no bribes — just reflexive flow from the most
- Tomorrow $XPL goes live with almost poetic timing (Tether raising $20B at a $500B valuation, lots of onchain runners, and speculative capital apeing into new launches despite a shaky broader market.) I think Plasma has a chance to be a massive cook. Let me break down why I
- Ethena x Hyperliquid collab incoming? Looks like Ethena may be teasing a perp DEX based on Hyperliquid called Hyena (@hyenatrade) Two of DeFi's biggest innovations this cycle coming together, $HYPE + $ENA Few things worth noting (all speculation): - Built on Hyperliquid's
