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Kstyle PARTY Thanks for having us ~~ #andTEAM# #NICHOLAS#
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It was an unforgettable moment! Thank you so much for having us 🎸🤟🔥 @OneRepublic #ONEREPUBLIC# #andTEAM#
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/ &TEAM KR 1st Mini Album 'Back to Life' Official MV 30 million views on YouTube!! \ LUNÉ, thank you for pushing us past the limit🌕 🎥 #ThankstoLUNÉ# #BacktoLife# #andTEAM# #앤팀#
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That’s a wrap for SDCC!! Had an absolute AMAZING time with the @BROWNDUST2_EN booth and team, thank you so much for having us!! Wilhelmina best girlllll #browndust2#
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I wish I took more photos. I wish I ate more food. I wish we had more time together. Leaving Charleston wishing for more says a lot about what we have here. It's a strong indicator that what we have is special and worth preserving (and protecting). Thank you to @beeple (and team), @mfigge and the entire Yuga team for putting on ApeFest. And to the side event hosts: @morethenhype, @GreenVisorGang, @0xJZhao, @apewhale, @tigerisfine, @ShaniceBest, @NFThoarder888, and so many more...thank you for giving us places to find each other throughout the weekend. Yes, we’ll look at the floor price, ApeCoin’s performance, and Mudwater metrics. That’s called business. But also look at the shared messages, the photos with friends, and the physical mementos you brought home. That’s called life. ApeFest comes once a year and serves as a great reminder that we are the lucky ones. Until next time, keep on wishing. It means we still have something we want to come back to and that we are all still here. bored ape yacht club.
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A clean sheet for Matt Freese, the US men's national team goalkeeper. TIL that he turned down Manchester United as a teenager to go to Harvard and study economics and computer science (this makes him spiritually Asian btw). He's a legit data nerd too - models expected goals, builds Pythagorean expectation formulas, and did deep research on penalty-taker tendencies that gives him a real edge. He said that he'll publish the full findings only after retiring from football. He's also Catholic so I'm guessing, his baseline is pretty based. Well done to him and Team USA! 🇺🇸
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Main takeaways from @pointzeroforum > the frame for the whole forum: europe regulates, asia builds, the us scales liquidity, and whoever owns the settlement asset owns the rails > antoine martin (@SNB_BNS) opened by saying central banks aren’t the innovators and the private sector has to step in > zurich was very hot, the kongresshaus aircon did not survive day one > project agorá took over the roundtables, 8 central banks and 40+ institutions all asking if tokenization fixes cross-border without breaking the banking system > the recurring obsession was settlement, everyone wants T+1 to go instant and nobody’s there yet > matcha game was weak this year, sort it out for day three > stablecoins everywhere, anchorage (@sergiofly) on tokenized deposits, circle on stage, and the reminder that 97% of the market is still dollar > “agentic economy” got its panels but it was all identity and trust, near zero on actual m2m payments > met old friends @AlessiaBaumgar , @gaudenzio_eth , @Lili_Zurich > best networking was in the palmenhaus, conference badges in a greenhouse is a vibe > very different energy from crypto cons, central bankers giving real answers in 1.5hr panels that went deep > shout out to @pointzeroforum, @gftn_official and team for a genuinely senior room
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NEW EPISODE - How @HyperliquidX Becomes the Backend for ALL of Finance @multicoin cofounder @tushar_jain joins @TrustlessState to unpack why @HyperliquidX may be much bigger than a fast-growing perp DEX. Portfolio margining, HIP3 markets, builder codes, real vs farmed volume, hyperliquid:native value capture, unlock risk, and the path to US access. The big idea: every market, one DeFi backend. TIMESTAMPS --- 0:00 Intro 1:50 Perps Get TradFi’s Attention 3:17 More Than a Perp DEX 6:29 Why Portfolio Margining Matters 11:13 HIP3 and Permissionless Market Creation 13:47 Hyperliquid Becomes a Platform 19:54 The On-Ramp Question 21:36 Perps Are Not the Whole Thesis 28:04 Cash Flow as the Credibility Signal 33:05 Valuation Multiples and Lighter 34:36 Multicoin’s HYPE Framework 42:05 Token Value Capture 43:34 Unlocks, Wealth, and Team Motivation 48:30 The US Perps Question 52:27 Does Hyperliquid Need to Come Onshore? 54:32 The Final Bull Case --- RESOURCES Multicoin's Hype Analysis and Valuation report can be found here: The report includes important disclosures concerning the data and assumptions by Multicoin discussed today. Multicoin may have interests in companies mentioned during the episode.
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