Episode Details
Title | TradFi Capital Is Powering Defi’s Evolution | Round Table |
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Date | 5/15/2025 |
Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $HYPERLIQUID - HyperLiquid is seen as the next big ecosystem for DeFi experimentation and growth, with strong performance metrics compared to major exchanges and a potentially undervalued position in the market.
- “I think for Solana, a lot of that coincided with, like, a massive run up in the price of the native asset. Yeah. So if I was looking at kinda where I think the next wave of experimentation might happen in in DeFi, That's, like, outside of institutional integrations. The number one ecosystem might be looking at honestly is Hyper Liquid.” - Teddy (58:11)
- “On HyperLiquid, I agree with you, Ian, in that I think it'll be the next next big ecosystem to do well. I don't think they even need that much to do well. I like, I wrote about this as well. I think they just need, like, lending and ways to get margin and collateral.” - Boccaccio (1:03:25)
- “I think, like, Hyper Liquid is maybe, like, one of the only top assets out there that, is priced even reasonably like it. And it's still priced, like, less than avalanche. And Hyperliquid I mean, it's just, like, ridiculous to say that, like, a project is doing, like, you know, 33% of, like, OKEx, fifteen percent of Binance, like, per volumes, and it's valued less than Avalanche.” - Teddy (1:09:10)
- 🟢 $STABLES - 🔒
Bearish:
- 🔻 $AVAX - 🔒