Res

Res

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Chief Degen Officer @proximityfi | ex-F1 engineer | onchain trader & investor | NFA

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NEAR is making Confidential Swaps to go mainstream for the first time ever. A new era for DeFi. Welcome to Confidential DeFi.

Confidential Swaps are now live on http://near.com. What you trade, who you trade with, and how much is nobody's business but yours. 🧵

Post-Quantum Blockchains and this is the best we have to offer in 2026 💀 twitter.com/resdegen/status/20...

wtf Google just highlighted 3 illiquid shitcoins as the most advanced Post-Quantum Cryptosystems (PQCs) blockchains. One is $100M market cap w/ $100k in 24h vol; the other two are $7M and $1.5M with barely any volume twitter.com/resdegen/status/20...

This is my last public swap. Here's my wallet: as.near Open it. Everything I've ever done is right there. Every token I hold, every swap, every address I've ever sent to. My entire financial history, sitting in the open for anyone to read.

We just shipped something that makes this EXACT workflow faster. Introducing ticker search on Sigma. Find any token instantly by typing its ticker into our TG bot. Your days of missing pumps while searching group chats for CAs are over. See how it works in the tweet below:

@Shadowonchainn

How I made $5,300 off a Vitalik tweet on Base... @SigmaTrading

$100-150 $HYPE will come via P/E expansion while Growth Mode remains activated > Grow TradFi volumes, keep revenue consistent > Market shapes a growth story: what happens when Growth Mode ends and it makes all this extra revenue? No possible bear case anymore for "high margins priced to perfection" See P/E expand. Still far from CME, Robinhood, or Coinbase, which have, arguably, smaller growth potential relative to the industry and depend mostly on wide-market conditions.

HIP-3 on growth mode is like "mainnet launch" in 2021. One of the main bear takes on $HYPE on this app was that the margin was already so high that it couldn't grow more, and would only lead to more competition. However, HIP-3 markets are highly growing on growth mode with x.com/ericonomic/sta…

HIP-3 on growth mode is like "mainnet launch" in 2021. One of the main bear takes on $HYPE on this app was that the margin was already so high that it couldn't grow more, and would only lead to more competition. However, HIP-3 markets are highly growing on growth mode with very reduced fees. This contradicts the bear case that many people claimed and, instead, creates a growth story. > What happens when Growth Mode ends? This leads to revenue projections that will rerate its valuation, inducing fomo, as the value-capture of Hyperliquid on TradFi markets has no ceiling relative to where it stands now. And if they replicate in TradFi their position in crypto — where they are the absolute winner with immense margins — the pie could get so big that its current P/E ratio makes it incredibly undervalued, and should put it closer to Robinhood or Coinbase under the same revenue generation. $HYPE has been a defensive asset during this crypto winter, showing resilience of revenue and constant buybacks. But HIP-3 with Growth Mode makes it again a growth story, much more appealing than ever before. No critic can now argue that their margins are close to perfection. All the opposite — we are far from that.

A lot of people have been bullish on HIP-3, but nobody is talking about what will happen once Growth Mode ends. Assuming Hyperliquid doubles the current HIP-3 volume, the fees generated by HIP-3 would go from around $250k/day to $2.5M/day. Personally, I think it will take a

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