0xResearch Hyperliquid, Solana, and Crypto's Outlook | Livestream
Mar 20, 2026
Ian Unsworth, research analyst at Kairos Research focusing on crypto markets and on-chain analysis. He links Middle East tensions to energy and crypto flows. They dig into Hyperliquid’s commodity-heavy trading and HYPE token dynamics. Conversation covers token unlock risks, Solana tooling gaps, and the debate over foundation-built products versus ecosystem builders.
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Keep Cash And Rebalance When Market Swings Trigger Panic
- Reassess allocations if daily market swings cause panic; hold cash as a buffer.
- Danny says he DCA'd into Bitcoin and suggests keeping some cash if you're 100% in risk assets.
Token Unlocks Are A Major Short‑Term Risk
- Token unlocks can create large selling pressure and change token market dynamics quickly.
- Ian highlights Pump.fun's upcoming 20% team/investor unlock (around July) and Hyperliquid previously cut unlocks by ~90% after market backlash.
Hyperliquid Dominates On‑Chain Commodity Trading
- Hyperliquid is dominating commodity perp trading on-chain with heavy volumes in oil and silver.
- Six of the top ten Hyperliquid assets last month were commodities or indices and Brent/crude perps show ~500M open interest.