Otti at
@EthereumDenver! ๐๐บ๐ธ
Weโve had amazing conversations with various attendees and want to share the ideas here with our community
1. Hyperliquid as a core financial Infrastructure
@HyperliquidX has outgrown the perp DEX label and is now viewed as trusted financial infrastructure. Many DeFi teams consider launching on Hyperliquid a top option. Alongside the og teams from late 2024, we've met impressive new builders like
@superformxyz,
@hypersurfaceX, and
@nativemarkets
2. The rise of tokenized assets
There is heavy interest in tokenized stocks, commodities, and DeFi. Perp DEXs like
@HyperliquidX are removing old barriers; there's someone who profited from trading Korean stocks directly through
@tradexyz. This shift perfectly highlights Jeffโs point about bringing finance on-chain to meet real user demand and democratizing access to finance
3. A maturing, builder-first market
ETHDenverโs builder focus is driving serious discussions about business fundamentals like revenue generation, sustainability, and PMF. As market participants mature, there is noticeably less tolerance for tech leverage, ponzi structures, and token seigniorage.
4. Concentrated VC capital
VC deal volumes and check sizes are visibly shrinking, with capital crowding into specific sectors: Stablecoins, Neobanks, Payments, and AI. However, it's encouraging to see principled VCs like
@NeoclassicCap investing consistently based on their core convictions