The higher we pump, the more important it is to stay disciplined on quality.
Time and again, people get sloppier the frothier the market gets, chasing empty narratives and catch up trades.
The difference will be clear when this initial phase of the...
@RyanWatkins_
The new generation of crypto streamers and podcasters may be biased, but they produce far more actionable content than prior generations.
The biggest reason why is because they’re actually active in markets.
While I get the sense that the content e...
9/17/2026 17:42
9.8K
17
7
92
9
@RyanWatkins_
Winning a meta is not the same as winning the endgame.
Case in point: DeFi Summer, 6 years ago.
Almost none of the leading apps or chains then, are still leaders today.
Most died or became irrelevant.
In truth, so few projects can really stand t...
9/16/2026 00:19
16K
30
5
160
14
@RyanWatkins_
Crypto’s newfound obsession with revenue is hilarious because making money is just a basic tenet of capitalism.
The only meta that matters in the long-run is backing the projects that you believe will take over the world.
Winning is the foundation ...
9/14/2026 21:20
12K
11
14
146
14
@RyanWatkins_
Frontier labs execs are honestly the most unlikable generation of tech leaders in a long time.
At best, they come off as a annoying zealots. At worst, manipulative profiteers.
And they wonder why the public hates AI.
9/13/2026 00:31
22K
16
15
291
7
@RyanWatkins_
There’s some real dark humor in how much time this industry spends glorifying memecoin gambling while the AI elites create sand god.
I can wax poetic all day about permissionless asset creation and global 24/7 trading. But it’s hard to see how the m...
9/9/2026 14:10
13K
35
3
156
18
@RyanWatkins_
Think people are overestimating how much impact these stock paired memes will have on the underlying stocks.
There’s not much liquidity in these pools, and the buying pressure from trenchers is negligible compared to the corresponding equity volumes...
9/6/2026 23:56
14K
25
9
200
17
@RyanWatkins_
Prediction: In the next 12 months, Hyperliquid will become the 3rd largest prediction market next to Kalshi and Polymarket.
Deployer quality is ramping fast, and people are sleeping on the scenario where HIP-4 volumes go parabolic and follow the pat...
9/6/2026 15:42
43K
35
22
375
37
@RyanWatkins_
It’s natural for the industry to stray further and further from its cypherpunk roots each cycle.
And I know it’s bizarre that the hottest thing right now is a single sequencer corporate chain publicly supporting memecoin gambling.
I find it uninspi...
9/3/2026 14:57
14K
20
5
145
22
@RyanWatkins_
Outside Hyperliquid, there’s been virtually zero growth in open interest or volume for perps dexes this year.
Meanwhile Hyperliquid is approaching ATHs in both, with majority share (and growing) across each.
There truly is no second best.
9/3/2026 14:12
19K
23
24
349
15
@RyanWatkins_
As the casino gets abstracted, chains that rely on it will be forced to re-think how to build network effects.
Onchain speculators are mercenaries. Apps like @fomo are driving user switching costs to zero. Today trading across chains is trivial.
Th...
9/2/2026 14:51
15K
19
8
130
45
@RyanWatkins_
Two emergent properties of @fomo and @Pumpfun leaderboards.
1) Unrealized PnL creates reflexivity
Showing $1M+ 24hr gains on illiquid shitters somewhat overstates how much money people are actually making. But regardless of its realizability, the h...
9/1/2026 02:17
22K
26
14
269
75
1–12 of 13 items