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Jan 29
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LONG
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Ryan Watkins
Co-founder, Syncracy Capital
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Watkins highlights that Hyperliquid has seen "extraordinary" growth, doing billion-dollar volume days in equity and commodity perpetuals. There is clear Product-Market Fit (PMF) for trading real-world assets (stocks, commodities) with leverage directly on-chain. Unlike other sectors struggling for utility, users actively want this *now*. This sector is capturing volume from traditional brokers and centralized exchanges. High conviction Long. This is one of the few sectors with actual growing revenue and user demand in the current market. Regulatory crackdowns on offering unregistered derivatives/equities on-chain. |
Unchained (Chopping Block)
Why Crypto Expectations Are Low but the Poten...
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