Empire Hivemind: State of The Market, Hyperliquid, Plasma & Tether's $500B Valuation
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Oct 2, 2025 Duncan from Flood Capital, an early-stage investor known for his keen insights, and Yan Liberman from Delphi Ventures, a macro market guru, dive into the recovering crypto landscape. They analyze the concerning low volumes in SOL DAT amidst leverage risks and discuss Tether's eye-popping $500B valuation. The duo explores the competitive DEX wars, Hyperliquid’s market position, and the implications of tokenizing real-world assets, all revealing the ongoing dynamic shifts in the crypto market. Grab insights as they dissect fundraising strategies and market hopes.
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Use Yield Reserves As A Price Floor
- Consider fundraising structures that protect early investors via on-chain yield reserves acting as a redemption floor.
- Use raised funds to farm yield so investors can redeem principal at entry cost, reducing downside risk.
Double Zero Lights Dark Fiber For Speed
- Double Zero repurposes dark fiber and HFT infrastructure to dramatically cut inter-validator latency for high-throughput chains.
- It acts as a networking layer validators can opt into to speed consensus-sensitive networks like Solana.
How Double Zero Uses HFT Fiber
- Duncan explains Double Zero by comparing validator messaging to HFT firms lighting dark fiber.
- He shares that over 10% of Solana stake already runs Double Zero and their token launch is imminent.