TAM and All‑of‑Finance Vision

In this episode, we sit down with David Schamis, the Wall Street veteran who’s leading an $888M bet on Hyperliquid’s token. Backed by Paradigm, Galaxy, Pantera, and D1 Capital, he’s making a bold claim: HYPE is the most undervalued asset in all of crypto right now, and it’s not even listed on Coinbase.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

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🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

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🚨 We called BTC’s ATH, get our next big call before it takes off. PRO& PRO All Access are 20% off this week only:

⁠https://link.milkroad.com/pod-pro-ethcamp⁠

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🎤 Our Head of Research Kyle Reidhead is speaking at Zebu Live (Oct 21–22).Want in? Use code MILK for 20% off tickets.

⁠⁠⁠⁠⁠⁠https://out.milkroad.com/ZebuLive2025Podcast⁠⁠⁠⁠⁠⁠

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📚 Helpful Resources 📚

🥛 The Fed’s running it hot and the bears are wrong 🐂

⁠⁠⁠https://link.milkroad.com/macro-fed-analysis-10/05-pod⁠⁠⁠

🥛 Checking the market’s pulse: Oct ‘25 🩺

⁠⁠⁠https://link.milkroad.com/market-pulse-oct25-10/05-pod⁠⁠⁠

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🥛 Get smarter about crypto with our daily newsletter:

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⛓️ Swap seamlessly across Ethereum and Solana with Milk Road Swap. Lower fees, easier trades:

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🎙 GUEST INFO 🎙

David Schamis: https://x.com/dschamis

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.