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Joined February 2020
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Adding verification gets MEGA to the starting line with other inference markets.
Additional privacy and future capacity are what would set it apart.
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After studying Hyperliquid’s top traders, @koolkrypto223 highlights what the P&L leaderboards don't show:
“You just don’t know what’s going on across the board. I might be long 50,000 HYPE on there, but I might be short somewhere else.”
“A lot of guys will whale watch and see the biggest P&L of today. That guy was just farming funding rate, essentially.”
“There’s some signal, but you definitely have to contextualize it. Is this actually delta-neutral? Are they actually taking directional trades?”
NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
---
0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection Point
Crypto options could 10x next year. But $DRV's market dominance comes with a catch.
@koolkrypto223 breaks down the opportunity:
“The options space in crypto could very easily 5 to 10x next year.”
“But if that happens, it’s almost impossible to imagine that Derive keeps its 90%, 95% plus market share.”
“There’s gonna be a lot more competition.”
“I’m quite long the options market, and the best way to express that right now is Derive.”
NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
---
0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection Point
How much $BTC money could actually flow into $ZEC?
@koolkrypto223 sees the opportunity, but raises a big question:
“It’s not that hard to see a couple percent of Bitcoiners saying, ‘You know what? Just in case quantum’s a problem. Just in case I need this privacy feature.’”
“The problem is, to what degree has that already happened and priced in?”
“Are we already at that point? Is that point another couple multiples away from here?”
“The big fundamental driver there is ultra-high-net-worth individuals who value that privacy.”
NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
---
0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection Point
NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
---
0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection Point
NEWS: @phylaxsystems launched circuit breakers with Titan Builder, which now excludes transactions that break an app's own safety rules, adding another defense layer against hacks.
Titan built ~53% of Ethereum's outside-builder blocks in the past day, per relayscan.
NEWS: @AskVenice burned 21,657 $VVV (~$458K) on Base, its biggest monthly buyback-and-burn yet and ~10% above October's.
The monthly burn has nearly tripled since June's $162K.
Whether $VVV turns net deflationary now depends on how fast the subscription and API burns grow.
NEW EPISODE - Tokenizing Latin America: Six Currencies, One Financial System
Dollar stablecoins help people protect their savings. But everyday finance still runs on pesos, reals, and other local currencies.
@RipioApp CEO @sserrano44 joins @TrustlessState to unpack why six LATAM currencies are coming onchain, how 1:1 deposits could fix crypto's costly on-ramps, why Uniswap can compete with traditional FX, and what local-currency DeFi means for banks.
CHAPTERS
---
0:00 Crypto adoption in Latin America
5:38 Local currencies, FX and the carry trade
8:19 Inside Ripio: crypto infrastructure for LatAm
16:29 Fixing on-ramps with local stablecoins
28:26 Wrapped fiat: business model and cross-border payments
35:29 Distribution and which blockchains
42:14 Regulators, banks and market growth
Democrats cracking down on Trump's crypto ventures could actually be bullish for the industry.
“One of the biggest constraints on crypto's upside was Trump turned crypto into his grift piggy bank.”
“This is probably a rough but necessary exorcism for the crypto industry.”
“They can come after Trump corruption, Trump making coins all they want. Welcomed. It's welcomed behavior. That's very good for crypto.”
“So long as the Democrats leave the SEC and CFTC alone and allow Paul Atkins and Mike Selig to continue what they're doing.”
WEEKLY ROLLUP: Stocks Are Crashing. Can Bitcoin Hold the Line?
A Democratic blue wave, a brutal stock market selloff, and the biggest crypto exchange hack in history. Somehow, Bitcoin is still holding a critical support level.
@RyanSAdams and @TrustlessState unpack whether the AI bubble is finally popping, what the market crash means for crypto, and how Binance managed to survive a $6B heist.
[TIMESTAMPS]
0:00 Intro
1:57 Blue Wave: Democrats Sweep Congress
- @DCinvestor
3:33 $2 Trillion Erased: AI Bubble Popping?
- @KobeissiLetter
11:44 Will the Dems Come for Crypto?
- @0xGrimes
- @caprioleio
- @WatcherGuru
- @EleanorTerrett
- @hosseeb
- @TrustlessState
21:11 Binance Hack: The $6B Heist, 7 Days Later
- @FBI
- @zachxbt
- @binance
- @CoinDesk
27:26 THORChain & the Laundering Fight
- @FBICyberBranch
- @DefiantNews
32:49 North Korea: Too Close to the Sun?
- @TheBlock__
35:45 Polygon's Hard Fork & the Validator Bribe
- @0xPolygon
38:25 How to Rob a Bank: Crypto Was the Getaway Car
- @gregory_raymond
- @Jrag0x
48:37 DevCon 8: Ethereum Post-Quantum by 2028
- @EFDevcon
- @ethereumfndn
51:17 The Ethereum Economic Zone
- @kucoincom
52:57 L2Beat Becomes ETHBeat
- @ethbeat_org
54:08 Vitalik's Keynote Controversy
- @gakonst
- @uttam_singhk
- @fede_intern
58:58 Coinbase Earnings & Armstrong's Sell Plan
- @themotleyfool
- @DefiantNews
1:02:53 STRC Back at $100
- @Strategy
Binance was hacked through a fake job interview.
Attackers tricked an employee into downloading a coding task that was actually malware, allowing them to infiltrate Binance's network.
From there, they exploited Ethereum's EIP-7702 to authorize malicious transactions and move funds outside Binance's normal withdrawal process.
WEEKLY ROLLUP: Stocks Are Crashing. Can Bitcoin Hold the Line?
A Democratic blue wave, a brutal stock market selloff, and the biggest crypto exchange hack in history. Somehow, Bitcoin is still holding a critical support level.
@RyanSAdams and @TrustlessState unpack whether the AI bubble is finally popping, what the market crash means for crypto, and how Binance managed to survive a $6B heist.
[TIMESTAMPS]
0:00 Intro
1:57 Blue Wave: Democrats Sweep Congress
- @DCinvestor
3:33 $2 Trillion Erased: AI Bubble Popping?
- @KobeissiLetter
11:44 Will the Dems Come for Crypto?
- @0xGrimes
- @caprioleio
- @WatcherGuru
- @EleanorTerrett
- @hosseeb
- @TrustlessState
21:11 Binance Hack: The $6B Heist, 7 Days Later
- @FBI
- @zachxbt
- @binance
- @CoinDesk
27:26 THORChain & the Laundering Fight
- @FBICyberBranch
- @DefiantNews
32:49 North Korea: Too Close to the Sun?
- @TheBlock__
35:45 Polygon's Hard Fork & the Validator Bribe
- @0xPolygon
38:25 How to Rob a Bank: Crypto Was the Getaway Car
- @gregory_raymond
- @Jrag0x
48:37 DevCon 8: Ethereum Post-Quantum by 2028
- @EFDevcon
- @ethereumfndn
51:17 The Ethereum Economic Zone
- @kucoincom
52:57 L2Beat Becomes ETHBeat
- @ethbeat_org
54:08 Vitalik's Keynote Controversy
- @gakonst
- @uttam_singhk
- @fede_intern
58:58 Coinbase Earnings & Armstrong's Sell Plan
- @themotleyfool
- @DefiantNews
1:02:53 STRC Back at $100
- @Strategy
Ethereum is accelerating its post-quantum roadmap. The new target: December 2028.
“We’re pushing timelines forward very significantly to the J Star fork.”
“Our hope is that by December 2028, we’ll be able to wrap up the full post quantum and post AI transition.”
“Can Ethereum ship post quantum in twenty four months?”
“Quantum dates are coming sooner, so the road map has to adjust, and Ethereum has a plan.”
- @drakefjustin
WEEKLY ROLLUP: Stocks Are Crashing. Can Bitcoin Hold the Line?
A Democratic blue wave, a brutal stock market selloff, and the biggest crypto exchange hack in history. Somehow, Bitcoin is still holding a critical support level.
@RyanSAdams and @TrustlessState unpack whether the AI bubble is finally popping, what the market crash means for crypto, and how Binance managed to survive a $6B heist.
[TIMESTAMPS]
0:00 Intro
1:57 Blue Wave: Democrats Sweep Congress
- @DCinvestor
3:33 $2 Trillion Erased: AI Bubble Popping?
- @KobeissiLetter
11:44 Will the Dems Come for Crypto?
- @0xGrimes
- @caprioleio
- @WatcherGuru
- @EleanorTerrett
- @hosseeb
- @TrustlessState
21:11 Binance Hack: The $6B Heist, 7 Days Later
- @FBI
- @zachxbt
- @binance
- @CoinDesk
27:26 THORChain & the Laundering Fight
- @FBICyberBranch
- @DefiantNews
32:49 North Korea: Too Close to the Sun?
- @TheBlock__
35:45 Polygon's Hard Fork & the Validator Bribe
- @0xPolygon
38:25 How to Rob a Bank: Crypto Was the Getaway Car
- @gregory_raymond
- @Jrag0x
48:37 DevCon 8: Ethereum Post-Quantum by 2028
- @EFDevcon
- @ethereumfndn
51:17 The Ethereum Economic Zone
- @kucoincom
52:57 L2Beat Becomes ETHBeat
- @ethbeat_org
54:08 Vitalik's Keynote Controversy
- @gakonst
- @uttam_singhk
- @fede_intern
58:58 Coinbase Earnings & Armstrong's Sell Plan
- @themotleyfool
- @DefiantNews
1:02:53 STRC Back at $100
- @Strategy
