Delphi Digital(@Delphi_Digital):Has Hyperliquid had its wealth effect yet? @0xOmnia: “You saw this on Ethereum a few years back. You saw this most recently on Solana, and it’s yet to happen on Hyperliquid... There’s 20 to 40 billion dollars of capital that is basically sitting on HyperCore, staked or unstaked, waiting to do something."

2026.11.11 01:53

Has Hyperliquid had its wealth effect yet? @0xOmnia: “You saw this on Ethereum a few years back. You saw this most recently on Solana, and it’s yet to happen on Hyperliquid... There’s 20 to 40 billion dollars of capital that is basically sitting on HyperCore, staked or unstaked, waiting to do something."

Delphi Digital@Delphi_Digital

2026.11.05 17:32

A new episode of Hivemind is live! This week the team is joined by @0xOmnia to discuss what’s behind the AI selloff, the uncertain future of self custody, why Hyperliquid needs an L2, and more. Timestamps: 00:00 Intro 00:39 The Midterm Cycle That Always Repeats 03:31 Why Privacy Helps Security 05:44 Does Gridlock Kill the AI Trade? 15:38 The Biggest Hedge Fund Deleveraging in Years 19:12 Is the Selloff Overdone? 22:47 Will Democrats Come for Trump’s Crypto? 25:39 Prediction Markets Turn on JD Vance 32:17 How Binance Got Hacked 36:08 Is Self Custody Dead? 41:24 Why Hyperliquid Needs an L2 49:57 What Launches on Day One