The Rollup We Asked Flood About His Hyperliquid Bull Thesis
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Jun 1, 2025 Dive into the world of trading with insights from Flood, who discusses the dramatic rise and fall of traders, spotlighting the curious case of James Wynn. Explore the psychology that differentiates successful traders from those who crash. Unpack the potential of Hyperliquid and how it might outpace Solana and Binance. Hear predictions about institutional adoption and the future of crypto trading platforms, revealing the challenges ahead as innovation shapes this volatile landscape.
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James Wynn's Trading Rollercoaster
- James Wynn went from zero to $87 million in 70 days, then nearly lost it all in five days.
- His trading on Hyperliquid is like a public casino, with massive, verifiable leverage and visibility.
Hyperliquid's Untapped Growth Potential
- The value of Hyperliquid is underappreciated due to information asymmetry.
- Its growth potential is significant as liquidity attracts more liquidity, making it more profitable over time.
Blockchains Are Commodity Businesses
- Blockchains are commodity businesses; users don't care which chain they trade on.
- Front ends that own users hold most value, similar to how Robinhood or Schwab dominate finance.