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This Week’s Top 3 Must-Reads
Hyperliquid, Convergence and Crypto Market Wizards
Nomatic
March 20, 2025
A few of our favorite reads that people might have missed this past week.
“Hyperliquid Could Hit $50 - $100”
What Is It?
A bullish thread outlining some potential price targets for Hyperliquid.
Why We Liked It?
I think it does a good job at explaining the bull case for Hyperliquid. I happen to be a Hyperliquid bull as well so this perfectly fits my bias 🤣
To reach ~20% of Binance's volume by the end of the year Hyperliquid will only need to grow their % of volume at an average of 7-8% MoM which is a drastic reduction in the 40% MoM growth rate they've been running at since October.
Click on the tweet below to read the full article:
1/ $HYPE could hit $50-100 given its position as crypto's dominant DEX and new high throughput L1.
First lets discuss the DEX component: If Hyperliquid can maintain just a fraction of it's growth rate we could see it reach ~20% of Binance's volumes by the end of the year.
— Duncan (@FloodCapital)
8:42 PM • Mar 17, 2025
“Convergence”
What Is It?
Guy Young, the founder of Ethena introduces Convergence the new chain dedicated to Ethena’s institutional product suite.
Why We Liked It?
The Ethena team has done nothing but prove themselves at every step of the way. They’ve shown exceptional risk management through some of the toughest crypto market conditions all while building one of the most impressive DeFi products of this cycle. With Convergence they’re once again upping the ante with another ambitious endeavor and I wouldn’t bet against them.
We no longer have any interest in shuffling around the same chips between each other. We need to think bigger.
Click on the tweet below to read the full article:
The holy trinity of crypto protocols that can be worth $50-100b+:
i) Stablecoins
ii) Blockchains
iii) ExchangesEthena’s first core product sits in the first category, but creates a unique nexus across all three via USDe.
Today we have released Converge, our vision of how we… x.com/i/web/status/1…
— G | Ethena (@leptokurtic_)
4:32 PM • Mar 17, 2025
“Jack Of All Trades”
What Is It?
Thiccy does a long form interview with Jordi Alexander and transcribed the whole thing to text.
Why We Liked It?
Crypto attracts a ton of unique and interesting characters to our space. Jordi is one of those interesting characters and its always fascinating to have insights into how some of the most successful traders and investors think.
My Strength is that I’m very curious. I don’t get bored. I can sit in front of a computer forever. And just there’s so much that engages my mind. I have to force myself to exercise and do stuff. I just get so immersed in stuff.
Click on the tweet below to read the full article:
crypto market wizards
a text transcript of my interview with Jordi Alexander of Selini Capital
an insight into the mind of one of the best crypto traders in the the world
— thiccy (@thiccyth0t)
8:07 PM • Mar 16, 2025
That’s all for now, thanks for checking it out!
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