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Syed Shah🏴☠️🌊
@syed
Hyperliquid thesis starting to form; aka strong opinion LOOSELY held. TL;DR: This is going to be (potentially) too big to ignore. I think Hyperliquid is going to cannibalize the mercenaries at Solana. Should be one of the more brutal takedowns of a large chain. Probably will be 100B+ coin in 2025. Most of that coming from Solana. With room to aim higher as well. Ethereum will be complacent as this happens but has too many believers (me included.) Expect Ethereum to come back hard as the superiority bubble is broken and everyone locks in. (This Ethereum part could be pure cope fantasy writing and should be taken as such. In fact I'm 99% sure that's what this is. I'm leaving it in because it makes me feel good.) The key will be to lean in to decentralization. As Hyperliquid EVM comes online most Eth layer 2s including base will get rekt. Bearish on trying to copy Hyperliquid since I'm bearish on copying in general. Base should lean into decentralization hard. Big opportunity for Farcaster.
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Syed Shah🏴☠️🌊
@syed
Hyperliquid community needs to be onboarded ASAP. Go into their telegrams, the discords, understand the culture (haven't done this yet, still exploring where to even begin lol). But see if they can be brought to channels. Memecoin communities could be a good wedge. Focus on cozy corners. This could be the wedge that brings CT over to Farcaster.
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Syed Shah🏴☠️🌊
@syed
No guarantees Hyperliquid will be that big of a deal, but I have a suspicion it will. Big reason for that beyond the tech is the community. A solid group of true believers. Still looking into the tech so it's possible this is all on top of a glass house that breaks with weight on it. But I'm assuming that's not the case for this.
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