“The flywheel’s getting started for $ETH.” - @RyanWatkins_ Co-Founder @SyncracyCapital But is the $ETH treasury flywheel a risky bubble? Right now it looks fine capital comes in, tokens get bought, prices go up. But if these start trading below net asset value? That could be a problem.
Everyone’s waiting for the cycle to fully kick in. But what if there is no cycle this time? Crypto’s not running on retail hype anymore. It’s running on capital, infrastructure, and macro.
Want to watch the whole interview? ⤵️ Dive in here:
Milk Road
Milk Road25.7. klo 03.59
Why $HYPE Could Flip $SOL & $ETH w/ @RyanWatkins_ What if the next big exchange isn’t centralized… and isn’t even just an exchange? Ryan says Hyperliquid could become crypto’s “everything exchange.” Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:47 - Market Setup: Euphoria Or Pullback? 03:06 - Is This Altcoin Season Or A Bull Market Peak? 08:20 - Treasury Flows & Institutional Impact 12:59 - Definitive 13:31 - Ledn 14:07 - Hyperliquid Vs Solana & Ethereum 23:14 - Hyperliquid As The “Everything Exchange” 25:41 - Token Unlocks: What To Watch For 29:45 - Positioning Around Hyperliquid Unlocks 32:57 - How To Value Hyperliquid Vs Other Chains 36:25 - Wrap-Up 37:39 - Nexo Tees Off with Global Golf’s Elite in Landmark DP World Tour Partnership
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