Tomorrow I'm releasing a DROPS episode with @0xOmnia - of the founding team at @kinetiq_xyz. Omnia runs the largest protocol on Hyperliquid, a business that went from zero to roughly $2.5 billion in staked deposits in about five weeks and is now the third biggest liquid staking protocol on earth, trailing only Binance, Ethereum and Lido. We get into why he thinks hyperEVM's biggest "failure" is actually by design, and why Kinetiq's new L2 - ELYSIUM - might be the first L2 in crypto that adds value instead of extracting it. We talk about: - Why Kinetiq capped deposits at $2.5 billion instead of taking on more - How @Markets_xyz turned Kinetiq into a partner, not a competitor, to @tradexyz - Why Jeff and Omnia agree that hyperEVM was never built to be fast - What Elysium is, and why Omnia calls it the first value-accretive L2 since Arbitrum - How the $KNTQ token routes protocol revenue straight into real-time buybacks - Why Hyperliquid is undoubtedly winning perps but still trails in spot and prediction markets - The real difference between Hyperliquid winning on technology versus winning on PR - Why 30 percent of KNTQ's circulating supply is already staked And much more... DROPS out tomorrow