dropbearr
@dropbearrrr
Institutional OTC and market making est 2020. Building @SeliniCapital @Trenches_Online
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Gamified trading is the future of retail speculation. Millions will tune in to watch it live.
The key takeaway here is that blockchain won. Now it’s time to drive real innovation and value by leveraging the tech.
Hyperliquid: the first year Discord screenshots (nov 4, 2022 - nov 4, 2023) rajivpoc.com/blog/hyperliqu…
The gap between low-effort grifts and real products in crypto has never been wider. It’s also never been clearer who’ll still be shipping in five years. Find them, back them, and be patient.
my first thought after the 10/10 flashcrash was that a total leverage wipeout was probably bullish, but after giving it a couple more weeks and seeing price development it's starting to dawn on me it might have been more of a "emperor has no clothes" event which exposed the lack…
They weren’t lying when they said crime szn
BREAKING: ROBINHOOD LISTS $HYPE
When ppl claim this I always wonder how they think it happens, or have unrealistic expectations on how much $1bn actually is. I joined crypto with $200. If I held my initial bitcoin since then and never traded, I would have ~$300k. If, instead, from that moment I sold the top…
This chart perfectly illustrates why sentiment is bearish/tired even though $BTC still above $100k A basket of the top 50 altcoins now trading BELOW where they were post-FTX crash in 2022
When anyone can create a market, speculation stops being financial. It becomes cultural. Every community gets its own form of price discovery.
A few months ago, I shared my perspective on the market share competition between DEXs and CEXs, predicting a reversal around 2028. I believed a specific catalyst would be needed to trigger this shift. I’m now convinced that the recent system failures and opaque liquidation…
DEX just hit 25% market share, and I predict DEXs will overtake CEXs by 2028. 📈 Past drivers (got us to 25%): *Solana meme coin frenzy * CEX regulatory crackdowns * Wallet UX revolution 🚀 Future drivers (→ 50%+ by 2028): * Institutional DeFi adoption * AI autonomous trading…
On the bright side, now that all Hyperliquid users are broke again, our chances for the S3 airdrop just went up…
Probably one of the most severe flushes I’ve ever seen on alts, I didn’t even imagine alts had this much leverage in them. It feels like someone got hit very hard and will see a large body float to the surface soon, reminds me a little of summer 2021. Good reminder to myself to…
Gaming has always been the stickiest social experience. Social trading will onboard the masses. Gamified trading will keep them here.
Next big meta is inevitably the merger of social media and finance. All the signs are here already: 1. Robinhood launching Robinhood Social 2. X launching X Money (& integrating polymarket) 3. Base App running on Farcaster 4. Pumpfun -> Streamer coins I think people are…
Well put
Some have questioned Hyperliquid’s focus on Hyperliquid nativity as shortsighted and a fail point for Hyperliquid long term. What I’d respond to this can be encapsulated somewhat by the past two weeks at Korea Blockchain Week and Token2049 This is Hyperliquid’s way of enshrining…
The landscape of token issuance is going to change drastically in the coming years. Excited to see what MetaDAO enables.
MetaDAO solves the Token Problem Why have there been so many false starts in the history of Internet Capital Markets? There have been brief periods where teams have been able to raise funds onchain (e.g. 2017, 2020, 2025) but we still find ourselves living in analog capital…
Bitcoin is officially a $2.5 trillion asset, the 7th most valuable asset in the world.
Perpify EVERYTHING
[ ZOOMER ] CME TO OFFER 24/7 TRADING FOR CRYPTO FUTURES: RTRS
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