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Laura Shin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laura Shin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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The Competition Is On. Who’ll Win the USDH Ticker on Hyperliquid? - Ep. 899

48:43
 
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Manage episode 505352341 series 1822984
Laura Shin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laura Shin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

The battle for Hyperliquid’s USDH ticker is a referendum on what crypto wants to be: a community-first public good, or a globally scaled, institution-ready product.

With the clock ticking toward the proposal and voting deadlines, Agora’s Nick van Eck and Paxos Labs’ Bhau Kotecha lay out their cases—100% revenue back to users vs. 95% with enterprise distribution, “Hyperliquid alignment” versus “bring it to the masses,” and what each would build on day one if they win.

We also dig into liquidity, slippage claims, validator dynamics, and how a single ticker could shape the future of onchain markets.

Thank you to our sponsors ⁠⁠Mantle⁠⁠!

Guests:

Links:

Timestamps:

🎬 0:00 Intro

⏱️ 0:45 How Laura breaks down the background of the proposals

💵 2:12 Why the USDH ticker matters so much for Hyperliquid

🌊 4:04 Why Hyperliquid is an ecosystem “you need to be in”

📜 5:38 How Agora explains its proposal to return all revenue

🏦 10:08 How Paxos makes its case for enterprise distribution

🤝 14:03 Why “Hyperliquid alignment” is central to this debate

🎁 17:05 Why Agora says it’s willing to give back 100% of revenue—what’s in it for them

💸 19:26 Why Paxos is pushing for 95% revenue back instead of 100%

🚀 24:03 What each side would build on day one if they win

⚖️ 31:49 How to characterize the differences between the two proposals

❓ 34:11 What it would mean if neither Agora nor Paxos wins

📉 39:23 Whether Paxos’s PYUSD suffers from slippage and liquidity issues

🗳️ 42:08 What voters should really consider when choosing a proposal

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

963 에피소드

Artwork
icon공유
 
Manage episode 505352341 series 1822984
Laura Shin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laura Shin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

The battle for Hyperliquid’s USDH ticker is a referendum on what crypto wants to be: a community-first public good, or a globally scaled, institution-ready product.

With the clock ticking toward the proposal and voting deadlines, Agora’s Nick van Eck and Paxos Labs’ Bhau Kotecha lay out their cases—100% revenue back to users vs. 95% with enterprise distribution, “Hyperliquid alignment” versus “bring it to the masses,” and what each would build on day one if they win.

We also dig into liquidity, slippage claims, validator dynamics, and how a single ticker could shape the future of onchain markets.

Thank you to our sponsors ⁠⁠Mantle⁠⁠!

Guests:

Links:

Timestamps:

🎬 0:00 Intro

⏱️ 0:45 How Laura breaks down the background of the proposals

💵 2:12 Why the USDH ticker matters so much for Hyperliquid

🌊 4:04 Why Hyperliquid is an ecosystem “you need to be in”

📜 5:38 How Agora explains its proposal to return all revenue

🏦 10:08 How Paxos makes its case for enterprise distribution

🤝 14:03 Why “Hyperliquid alignment” is central to this debate

🎁 17:05 Why Agora says it’s willing to give back 100% of revenue—what’s in it for them

💸 19:26 Why Paxos is pushing for 95% revenue back instead of 100%

🚀 24:03 What each side would build on day one if they win

⚖️ 31:49 How to characterize the differences between the two proposals

❓ 34:11 What it would mean if neither Agora nor Paxos wins

📉 39:23 Whether Paxos’s PYUSD suffers from slippage and liquidity issues

🗳️ 42:08 What voters should really consider when choosing a proposal

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

963 에피소드

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