HyperLiquid & Crypto's Defi Renaissance I Sunny Shi (@Defi_Monk) - Messari Research
This week, Dave sits down with Sunny Shi (@Defi_Monk) from Messari to discuss his recent report on Hyperliquid and do a deep dive on the most popular perp dex in crypto. Hyperliquid boasts performance similar to its centralized competitors, does more trading volume than all the other per dexes combined, and will imminently launch one of the most anticipated token launches pf recent times. Yet there are many detractors labelling the L1 as centralized as Binance. Check out the episode to find out who's right.
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- - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
- - Time Stamps (0:00) - Sunni's Route From TradFi To Crypto (4:23) - Which Apps Have PMF? (10:34) - What Has Drawn Users To Hyperliquid (14:02) - Why Has DYDX Struggled To Compete (18:01) - How Decentralized Should Perp Dexes Be? (24:39) - How Market Makers Are Prioritized (35:22) - Curation Of Assets On The Dex (39:04) - Lack of VCs (47:05) - How Can L1 Apps Like Drift Compete