Joy Pathak — Wizard of Soho (crypto analyst) (1 trade idea)

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Also known as: joy pathak (wizard of soho)
Date Ticker Direction Thesis Source
Feb 11, 2026 LONG "Dexes like Hyperliquid... have completely changed the game." Volumes are shifting to decentralized perps because they offer transparency on leverage that TradFi/CEXs cannot. As traders demand transparency post-FTX and post-market crashes, volume is structurally migrating to high-performance on-chain perp engines. Hyperliquid is capturing this "DeFi Derivatives" market share. LONG. It is the infrastructure play for the "return of the degens" and transparent leverage. Smart contract risk or regulatory crackdowns on DeFi interfaces. CoinDesk
Inside the Future of Digital Assets at Consen...