andy2024

People are saying Hyperliquid metrics aren't great right now.
Really depends where you look.
HIP-3 volume is at ATHs, priority fees are higher than ever and kicking in, and DAUs are nearing ATHs.
Just a matter of perspective. Its still very early in the broader adoption curve for Hyperliquid and $100, $200, $200 per hyperliquid:native is simply a matter of time.

Crypto cards are now doing $600m/month in volume.
$1B/month likely to happen in late 2026 with surges above 2-3 billy per month in 2027. RedotPay, EtherFi, KAST, Karta, and Plasma are leading the charge here.
The onchain neobank space is exploding.
We're still early.

$BMNR is a complete supply sink for ethereum:native and this supply being off the market will make a massive difference in the next bull market.
Until then, patience. Unreal stacking though.
$200M/year in staking revenue for the company as well.

Crypto in 2026

Aave really is a superpower for chains who want to grow their TVL rapidly.
1 billy on Monad soon.

Extremely popular trading app @fomo is reaching all time highs in revenue (circa Jan 2026) following the launch of Robinhood chain & solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump coin.
The leading trading terminal for this cycle.
Brought their founder @seyong on the show recently, give it a spin:

My seal buddy says gm 🤙

aerodrome-finance:native economics looking great here.

Bold prediction:
Perp DEXs surpass 50/50 parity in volume with centralized exchanges before 2029.

Over $300m of open interest on a single tokenized Korean stock onchain.
If you told me this in 2024, I'd look at you really funny...

Since early May, the ETFs have been puking coins at the lows.
Well over a month of nearly consistent selling at the lows...wonder what happens next.