Episode Details
| Title | The Race to Replace Mainnet | Ian Unsworth, Kairos Research |
|---|---|
| Date | 6/2/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $HYPERLIQUID - Hyperliquid has seen significant adoption, with over 70% of the upstream USDC supply on its platform, indicating strong growth and potential.
- “I mean, it's really kinda crazy to see how much usage Hyperliquid has gotten. In terms of you know, it's like 70 plus percent out of, like, the entire upstream USDC supply is over there.” - Ian (50:37)
- 🟢 $SOL - 🔒
Bearish:
- 🔻 $ETH - 🔒