The next generation of crypto users doesn't give a shit about decentralisation or TPS. They'll care about the same thing every consumer has always cared about. Does this brand feel like it's for me? Can I identify through this brand? Nobody switched banks because of transaction throughput. They switched because something felt right.

I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into the United States. Some conversations were technical with an impressive baseline understanding of Hyperliquid. Discussions included how onchain trading is a financial innovation that has clear global user demand. Other conversations focused more on a first principles introduction to defi and the promise of onchain markets. It was encouraging to see bipartisan support for thoughtful regulation of crypto. I look forward to continuing discussions in DC and working hard to make American access to Hyperliquid a reality.

Space X pricing going to be a movie.

Keep thinking about the Hyperliquid oil moment. Products create outcomes. Outcomes create moments. And Brands are built by the people who catch these moments. The best branding has never been a claim. It has been a natural event framed perfectly.

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Every protocol has a unique créneau. An operating position they should occupy. It should be simple; but simple things are often the hardest. Big fan of speaking to power users more often. People using the product often have a much more nuanced and insightful take than even the founders.

Hyperliquid has always followed the let the product speak for itself approach. But now the team is saying the quiet part out loud. Hyperliquid's default positioning is: 'The market that prices the world first' Here is my case. Always open is a feature. One account for everything is a feature. Features can be copied. Binance can list any asset it wants tomorrow and claim 24/7 access. But price discovery authority is not a feature. It is an emergent property of liquidity, availability, and trust. Even better, once established, it becomes self-reinforcing. CME doesn't own oil price discovery because it has better technology or lower fees. It owns it because that's where liquidity is, and the liquidity is there because that's where the price discovery is. This is a flywheel, and flywheels are defensible in a way that features are not. 'The market that prices the world first' is a position that is currently unoccupied. No one has ever seriously proposed that price discovery for global commodities could happen on a decentralized exchange. The Iran fiasco has demonstrated that it is not only possible but has happened. The market has spoken. This positioning wins because it begins as a fact before it becomes a message. CME cannot follow. How does it become a 24/7 venue without dismantling its clearing and settlement architecture? These are all real structural commitments that would take years to unwind. Hyperliquid is pricing the world in real time, and this should be the messaging moving forward. How did Hyperliquid price oil over the weekend? Where did CME open? Hyperliquid leads traditional benchmarks. And the blockchain to house all of finance is now 'the market that prices the world first.'