Two VCs on Why the 4-Year Cycle Is Dead, DATs & Hyperliquid vs. Binance - Ep. 892
Description
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Is crypto no longer moving in predictable four-year waves?Ā
From the rise of DATs and stablecoin-specific chains, to Hyperliquid challenging Binance itself, the industry is fracturing into segments withĀ winners and losers.Ā
In this episode, Hack VCās Peter Hans and DBAās Jon Charbonneau debate whether Solana is next in line for a TradFi pump, why ETH suddenly flipped from dead to indispensable, and how onchain exchanges could finally free projects from Binanceās grip.
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Guests:
Peter Hans, Partner and Global Head of Business Development at Hack VC
Jon Charbonneau, co-founder and general partner of DBA
Links:
Rob Hadickās tweet on the DAT trendĀ
Vinny Linghamās tweet on the locked SOL in DATs
Unchained:Ā
Hyperliquid Surpasses Robinhood in Trading Volume for Three Months Straight
Circle to Launch Layer 1 Blockchain āArcā
Stripe Is Building Its Own Layer 1 Blockchain
Timestamps:
š¬ 0:00 Intro
šÆ 2:44 Whether the DAT trend is peaking or just getting started
š§¾ 10:57 Whether SOL DATs include locked funds from the FTX estate
š āāļø 11:52 Why Jon hasnāt touched any of these products
š 16:28 Why Peter still sees long-term value in these vehicles
š„ 20:24 Why ETH is suddenly hot in TradFi and how SOL could follow
š¦ 28:49 What makes a stablecoin-specific chain attractive
š¶āš«ļø 32:42 How crypto overlooked privacy for far too long
š 38:48 What itāll take for stablecoin chains to win the payments game
ā ļø 45:39 Whether stablechains could hurt Ethereum, Tron, or Solana
š 47:46 Which stablechain has the best shot at success
šø 52:07 Why Hyperliquid beat Robinhood in trading volume
š§Ø 56:00 How Hyperliquid could break Binanceās listing chokehold
šµļøāāļø 59:23 What makes anonymous, no-KYC products appealing
š 1:01:30 Whether the 4-year crypto cycle is officially dead
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