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After studying Hyperliquid’s top traders, @koolkrypto223 highlights what the P&L leaderboards don't show:
“You just don’t know what’s going on across the board. I might be long 50,000 HYPE on there, but I might be short somewhere else.”
“A lot of guys will whale watch and see the biggest P&L of today. That guy was just farming funding rate, essentially.”
“There’s some signal, but you definitely have to contextualize it. Is this actually delta-neutral? Are they actually taking directional trades?”
“You just don’t know what’s going on across the board. I might be long 50,000 HYPE on there, but I might be short somewhere else.”
“A lot of guys will whale watch and see the biggest P&L of today. That guy was just farming funding rate, essentially.”
“There’s some signal, but you definitely have to contextualize it. Is this actually delta-neutral? Are they actually taking directional trades?”
3:45
NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
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0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection PointView quoted post on X
Crypto options could 10x next year. But $DRV's market dominance comes with a catch.
@koolkrypto223 breaks down the opportunity:
“The options space in crypto could very easily 5 to 10x next year.”
“But if that happens, it’s almost impossible to imagine that Derive keeps its 90%, 95% plus market share.”
“There’s gonna be a lot more competition.”
“I’m quite long the options market, and the best way to express that right now is Derive.”
@koolkrypto223 breaks down the opportunity:
“The options space in crypto could very easily 5 to 10x next year.”
“But if that happens, it’s almost impossible to imagine that Derive keeps its 90%, 95% plus market share.”
“There’s gonna be a lot more competition.”
“I’m quite long the options market, and the best way to express that right now is Derive.”
2:19
NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
---
0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection PointView quoted post on X
How much $BTC money could actually flow into $ZEC?
@koolkrypto223 sees the opportunity, but raises a big question:
“It’s not that hard to see a couple percent of Bitcoiners saying, ‘You know what? Just in case quantum’s a problem. Just in case I need this privacy feature.’”
“The problem is, to what degree has that already happened and priced in?”
“Are we already at that point? Is that point another couple multiples away from here?”
“The big fundamental driver there is ultra-high-net-worth individuals who value that privacy.”
@koolkrypto223 sees the opportunity, but raises a big question:
“It’s not that hard to see a couple percent of Bitcoiners saying, ‘You know what? Just in case quantum’s a problem. Just in case I need this privacy feature.’”
“The problem is, to what degree has that already happened and priced in?”
“Are we already at that point? Is that point another couple multiples away from here?”
“The big fundamental driver there is ultra-high-net-worth individuals who value that privacy.”
3:12
NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
---
0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection PointView quoted post on X
NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
---
0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection Point
@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.
He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.
CHAPTERS
---
0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection Point
62:17