Bankless
@Bankless
Welcome to Bankless: where we explore the frontier of crypto money, tech and finance. Learn how to get started, get better, and front-run the opportunity.
Joined February 2020
199 Following 412.1K Followers
base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf and hyperliquid:native may be one of the clearest examples of a broader shift: crypto tokens starting to trade on fundamentals, not just bitcoin:native beta.
@AustinBarack :
“These are businesses that are growing really quickly.”
“They’re seeing fundamental value being returned to token holders.”
“A lot of them have been growing faster than people expected and were valued cheaper than was reasonable.”
“That non-correlated aspect should continue to do well.”
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NEW EPISODE - Crypto’s Next Winners Won’t Be Blockchains
The infra era is fading. The next wave of crypto value may come from apps with real users, real revenue, and real tokenholder returns.
@AustinBarack joins @TrustlessState to break down:
• Why $VVV could still be materially undervalued
• $PUMP trading at just ~5x buybacks
• @Hyperliquid’s expanding role in global markets
• @ether_fi's evolution into an onchain neo brokerage
• Why applications could eventually generate 90%+ of crypto revenue
CHAPTERS
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0:00 Finding Growth and Value in Crypto
4:17 Why Liquid Tokens Are Winning His Attention
7:00 How Austin Values Venice and VVV
15:34 The Biggest Bet in the Venice Model
24:53 Can Venice Balance Growth and Token Value?
32:53 Venice Growth and the OpenRouter Signal
37:31 Can Fundamental Tokens Outperform the Crypto Cycle?
43:50 Pump, Hyperliquid and EtherFi
48:57 EtherFi’s Shift Into a Neo Brokerage
58:24 Why the Market Discounts Pump
1:02:42 The Next Era of Crypto
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