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vibes aren't great but my hope is that we all make it bros.
Kunal G
6,349 posts
Kunal G
@kunalgoel
Joined June 2009
- hyperliquid increased bandwidth and reduced latency so much that solana folks started talking about decentralization
- If you're wondering who the marginal buyer will be at $20 billion, remember that - HL is faster than Solana - Has a better UX than Drift - Its present value of future MEV is in the trillions Hyperliquid is the culmination of all of Multicoin Capital's thought leadership. And
- Thrilled to share that I’ve joined @LayerZero_Core to help build out the investor relations function alongside @Daryllautk. After leaving Messari late last year, I knew I wanted to move beyond just research and investing - I wanted to build. I spoke with several protocols and
- The game theory for HYPE is becoming apparent. Multicoin Capital has done such a great job at creating valuation frameworks for these protocols (L1s and perp DEXs) that it is trivial for institutions to extend it to Hyperliquid. Once they do, they'll arrive at the simpleIf you're wondering who the marginal buyer will be at $20 billion, remember that - HL is faster than Solana - Has a better UX than Drift - Its present value of future MEV is in the trillions Hyperliquid is the culmination of all of Multicoin Capital's thought leadership. And
- It's starting to feel like H2 2020 right now. Solana played out like Chainlink, the early outperforming exception of the last cycle - unfairly sent to the depths of Hades with all the ICO sinners. Both had useful tech growing adoption, big announcements, and a massive repricing
- Ethereum Researchers are worried 😕 - The amount of ETH staked has consistently grown (as I had predicted) and shows no sign of stopping. - Along with that, Lido's share too has remained high and is nearing a key threshold of 33%
- Replying to @TrustlessState @andyyy and 3 othersImpulsive decisions were made from a wallet I control.
- jp morgan had a "SELL" rating from 35-160 and just upgraded to "HOLD" lol lmao even
- Is @Cardano 's upcoming Vasil hardfork significant enough to warrant a report? What are the best resources on it?
- MegaETH's scale is so impressive that any time you run the numbers, all intuitive projections get blown out. While the market is pricing it as yet another L2, my model finds the opportunity is actually much MUCH larger. I've modeled out four scenarios: 🐂 BULLISH - MegaETH
- My latest report with estimations for Coinbase's Q4 net revenue. Spoiler, I expect a significant beat versus consensus expectations. This outperformance is not just because of the return in crypto sentiment but also the company’s strong execution during the bear market and smart
