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Jan 29
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LONG
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Tom Schmidt
General Partner at Dragonfly
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Trade.xyz (built on Hyperliquid) is seeing volume that rivals the global spot silver market ($30B). 8 of the top 10 markets on the platform are now RWA perps (commodities/indices), not crypto. This validates the "Hip 3" (Hyperliquid) thesis. If DeFi is successfully capturing market share from traditional commodity brokers (CFDs) and attracting mobile-first retail traders, the underlying infrastructure tokens (Hyperliquid) and application tokens (Trade.xyz) will re-rate significantly. LONG. This is a structural shift in where retail trades commodities. Regulatory enforcement against "bootleg" synthetic assets in the US. |
Unchained (Chopping Block)
Crypto Is Boring… So Everyone’s Levering Silv...
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