Partner @greenfield_cap
Berlin, Deutschland
Joined November 2007
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Today @greenfield_cap published an open letter on the @safe Community Forum explaining why we have filed a supervisory complaint with the Swiss Federal Supervisory Authority for Foundations (ESA) concerning the Safe Ecosystem Foundation. Here is why, and what we are asking for.
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As a long-term holder, we have a responsibility to our investors to act. And the Safe community has a right to know what has happened. That is why we have asked the supervisory authority to step in, and why we are making our findings public. Full letter: forum.safefoundation.org/t/a…
Jascha retweeted
1/ Europe wrote the first crypto rulebook. Now it is reviewing it. We filed our response to the Commission's MiCA consultation. Our four core proposals.
The shorttail has captured most of the attention since HIP-3 launched, but it's the longtail that really matters and where we will see net new derivatives markets.
Long the longtail.
$BVIV is live!
Trade the Bitcoin Volmex Implied Volatility Index by @volmexfinance with up to 5x leverage on Hyperliquid (mkts) - our first Co-Deployment with @Markets_xyz
Think of it as Bitcoin’s VIX: a real-time measure of how much the market expects BTC to move over the next 30 days
This marks the first of many 3rd party listings; democratizing ownership of financial markets and their fees via HIP-3
Regulators are converging on the view that MEV is manipulation to be eliminated - but blockspace is an ordinal commodity where sequence is value, and you can't remove ordering, only decide who controls it. The real question for institutions isn't which chain suppresses MEV, it's whether ordering happens through a competitive, auditable auction or an invisible single operator.
Great read by @kubimensah where he outlines why the latter should not be an option if we want to improve upon traditional market structures.
As bad as the @Polymarket allegations would be for our industry, it‘s actually bullish HIP-4 + builder code.
Yesterday's launch of $ARX marks one of the most successful token launches of the year so far. Great things ahead for @Arcium
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1/ Yesterday, $ARX went live. Listings on Upbit, Bitget, Coinbase, Kraken and more.
We backed @Arcium in 2023 and have run an Arx node since day one of testnet – throughout Mainnet Alpha's genesis cluster and 1M+ confidential computations. @JaschaSamadi
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A lot of VCs bullish $HYPE, very few VCs investing in the Hyperliquid ecosystem
If you’re building in the HL ecosystem, reach out to us @greenfield_cap
A wise man once said: First they ignore you, then they laugh at you, then they fight you, then you win.
Wall Street is declaring war on Hyperliquid.
CME and NYSE - the two largest exchanges on the planet with a combined valuation of $250B+, have officially gone to US regulators demanding action against Hyperliquid under the banner of “regulation.”
Their formal claims:
• Manipulation in crypto derivatives;
• Sanctions evasion through anonymous perpetuals;
• “Protection” of American investors;
Why now?
The answer is simple:
they finally realized Hyperliquid is becoming a real competitor.
HIP-3 expands Hyperliquid into oil, S&P 500, gold, equities — all with x40-50 leverage, 24/7 trading, no KYC, no brokers, and instant execution.
What have CME and NYSE historically made billions from?
• Energy markets (oil & gas);
• Equity index futures (S&P, Nasdaq);
• Metals (gold & silver);
Every percentage point Hyperliquid captures through HIP-3 represents tens of billions in future revenue at risk for the traditional monopoly.
And Hyperliquid has its own ace in this fight:
@jchervinsky - CEO Hyperliquid Policy Center (HPC), a one of the most respected crypto lawyers and policy advocates during the Gary Gensler era.
It’s honestly impressive how prepared Jeff Yan was for this scenario, bringing in top-tier legal talent ahead of time.
Hyperliquid will win.
Outcomes coming to a theatre near you.
If you can define it, @sedaprotocol will resolve it.
Introducing SEDA Outcomes, an ultra-low latency endpoint purpose-built for HIP4 markets.
Outcomes is already live, powering leading deployers:
@Outcomexyz
@Perpsdotfun
@StratiumX
@HyperOddX
Unpopular take: I was right.
You can thank me later.
nitter.cf/ArrakisFinance/status/…
Unpopular take: on-chain metrics suggest a large portion of @tradexyz's volume and user base is sybil wallets farming an anticipated airdrop - not organic trading demand.
92.5% of XYZ addresses have never placed a single trade on any other HIP-3 deployer. In a nascent, novel market category - where commodity, equity, and other perps have only existed on-chain for six months - it is difficult to explain why organic traders would not explore even once with a single trade another deployer.
44% of XYZ addresses have never made a single trade on HL before trading on XYZ. These aren't net new users who discovered on-chain perps through XYZ and then went down the rabbit hole from there - they're wallets created specifically to farm it.
Lastly, HL ecosystem alignment is the weakest of any deployer. Only 7.6% of XYZ wallets hold some form of staked HYPE, vs. roughly 50% of @Markets_xyz's user base. If you're here for an airdrop and nothing else, there's no reason to hold staked HYPE.
What am I missing?