Why Hyperliquid Should Cut Its Total Token Supply Nearly in Half - Ep. 909
Unchained24 Syys 2025

Why Hyperliquid Should Cut Its Total Token Supply Nearly in Half - Ep. 909

Crypto investors love to throw around “FDV” as if it’s the ultimate measure of value. But what if that number is more misleading than helpful? In this episode, DBA’s Jon Charbonneau explains his proposal to cut Hyperliquid’s supply by nearly half, why he believes FDV overstates real valuations, and how outdated tokenomics are holding projects back. We also cover whether the Hyperliquid team should take smaller allocations if they cut the token supply and what Jon thinks of Arthur Hayes’ HYPE sale just weeks after saying the token would 10x. Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsor, ⁠Mantle⁠! Guest: Jon Charbonneau, Co-founder and General Partner of DBA Links: Proposal to Reduce HYPE Total Supply by 45% by Jon Charbonneau, Co-founder of DBA Maelstrom post: HYPE's Damocles Sword Unchained: Nearly $12 Billion in HYPE Token Unlocks Loom Ahead: Maelstrom Timestamps: 🎬 0:00 Intro 📉 0:35 What Jon thinks people get wrong when they use FDV as a valuation metric 🧮 4:05 How Jon’s proposal would change Hyperliquid’s supply and valuation 🆘 12:20 If the Assistance Fund is removed, how can emergencies be handled? 📊 15:05 How token supplies should really be evaluated when valuing projects ⏳ 20:44 Why current tokenomics reflect an outdated model ✂️ 24:56 Should the Hyperliquid team be taking a smaller allocation too? 🤔 28:15 What Jon thinks of Arthur Hayes selling HYPE right after calling for the moon 🔮 31:351 How Hyperliquid should move forward with Jon’s proposal Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1191)

How the Strategy Empire Breaks, and Whether Saylor Can Stop It

How the Strategy Empire Breaks, and Whether Saylor Can Stop It

Vinny Lingham warned 18 months ago that Michael Saylor would harm Bitcoin more than FTX. Now he maps how the Strategy empire breaks and the one move that could slow the bleed. =======================...

26 Kesä 25min

Ex-Ethereum Foundation Researchers Launched Their Own Lab: Uneasy Money

Ex-Ethereum Foundation Researchers Launched Their Own Lab: Uneasy Money

An anti-MEV activist spent weeks building 66 fake contracts to trap the sandwich bot jaredfromsubway.eth. Then jared's operators did the one thing nobody expected. ===================================...

26 Kesä 1h 11min

The Chopping Block: Is Strategy the Luna for Suits?, ETH Labs Shakeup & CME vs Perps

The Chopping Block: Is Strategy the Luna for Suits?, ETH Labs Shakeup & CME vs Perps

The crew debates whether Saylor's STRC preferred shares are "Luna for suits," unpacks the ETH Labs spin-out and Ethereum Foundation layoffs, breaks down the CME's lawsuit against the CFTC to kill dome...

25 Kesä 1h 4min

Are Perpetuals Swaps or Futures? The CME Picks a Fight

Are Perpetuals Swaps or Futures? The CME Picks a Fight

Three years ago, Chris Perkins sat across from Terry Duffy in Congress and made the case for perpetuals. Duffy pushed back — hard. Now Duffy's CME is suing the very regulator that finally allowed them...

24 Kesä 11min

How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks

How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks

Was Michael Saylor wrong to sell Bitcoin? Matt Cole breaks from his fellow critics on Strategy, S&P's junk rating on MSTR, and whether the model is breaking. =========================================...

23 Kesä 56min

Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'

Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'

Kalshi just brought crypto perps to the US, targeting a $90 trillion offshore market. Its Head of Crypto, John Wang, explains the bet, the risks, and who Kalshi is actually competing with. ==========...

19 Kesä 48min

Why Fable's Shutdown Is a Warning for Every AI Lab: Uneasy Money

Why Fable's Shutdown Is a Warning for Every AI Lab: Uneasy Money

The government export-controlled Anthropic's best model. Kain, Luca, and Taylor debate whether Dario talked his way into it and what the shutdown means for every AI lab. =============================...

19 Kesä 1h 14min

Why Pandl Calls Gold and Bitcoin Buys Here

Why Pandl Calls Gold and Bitcoin Buys Here

Zach Pandl, Head of Research at Grayscale Investments, argues that speculative retail flows, not geopolitical fundamentals, drove the recent gold and Bitcoin selloffs. His read: momentum chasing built...

19 Kesä 7min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
ootsa-kuullut-tasta-2
rss-ootsa-kuullut-tasta
rss-podme-livebox
the-ulkopolitist
otetaan-yhdet
tervo-halme
rss-vaalirankkurit-podcast
rikosmyytit
rss-kaikki-uusiksi
rss-raha-talous-ja-politiikka
rss-asiastudio
rss-pinnalla
aihe
et-sa-noin-voi-sanoo-esittaa
rss-sinivalkoinen-islam
rss-polikulaari-pitka-kiekko-ja-muut-ts-podcastit
rss-etusivu