Founding Partner & CIO - Atlas Merchant Capital; CEO - Hyperliquid Strategies Inc - @HypeStrat; Board of Trustees - Village of Sands Point

Sands Point, NY
Shooting 4,000 frames and no fast way to tell which ones the AF nailed? I vibe coded FocusPoint — a free Mac app that draws the focus point your @SonyAlpha camera recorded right on the image. I've been asking @Adobe for this in @Lightroom for years - then I ran out of patience! Free, no account. focuspoint.schamisshots.com All comments welcome. Be kind to me - this is the first app I have coded myself since doing one to calculate baseball averages in BASIC on my Commodore64.
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I love this, especially because I was one of those 100,000 people that said this about blockchain. More importantly, I love the fact that Joe came to the same conclusion the we did as we learned about what @chameleon_jeff and the team built at @HyperliquidX. For all the "100,000" people who have been saying this for "10 years", this is it - it has arrived! @HypeStrat $PURR @rediamondjr
MAYBE I WAS WRONG ABOUT BLOCKCHAIN TECHNOLOGY I wrote about how I always used to make fun of the guys who said things like "Bitcoin is speculative, but the underlying blockchain technology is interesting." And now I think maybe they kinda had a point.
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I really love the shout-out from @chameleon_jeff on the Odd Lots podcast with @tracyalloway and @TheStalwart We at @HypeStrat are proud to be "part of the team"! Hyperliquid piped.video/GqJhyuIgd1s?si=8-rA… @HyperliquidX $PURR @Bloomberg
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Great job by @chameleon_jeff on one of my favorite podcasts - Odd Lots from @Bloomberg with @tracyalloway and @TheStalwart I got the feeling that Tracy and Joe could've sat there for another 2 hours with Jeff. @HyperliquidX is so right down their alley! P.S. I really appreciate the shout-out from Jeff on the pod. P.P.S. A funny story. On Tuesday afternoon I was walking east on 59th St and bumped into Jeff - he was walking out of the Bloomberg office after finishing this podcast - I had no idea that he was in NYC - really small world. Hyperliquid @HypeStrat $PURR
NEW ODD LOTS: It’s the podcast debut for Jeff Yan @tracyalloway and I have an ultra-rare interview with the CEO and co-founder of Hyperliquid Labs about his plan to house the world’s entire financial system open.spotify.com/episode/5Aq…
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David Schamis retweeted
Wallstreet meets HYPE. @Grayscale's @mzhao8 discusses the institutional bid for HYPE with @dschamis @BlakePlayerSays @dknox_hypd Check out the full recording below
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Amazing stat - especially after my debate last week at @blockworksDAS Asia. My prediction is that this will continue to move in favor of @HyperliquidX. P.S. I'm a huge fan of the Odd Lots podcast. @HypeStrat $PURR @circle @crypto @Bloomberg
Issuance of USDC on Hyperliquidid L1 has drawn even with its supply on Solana
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David Schamis retweeted
“By far, the most interesting thing going on right now is Hyperliquid coming to the U.S.” @dschamis of @HypeStrat expects the story to unfold over the next 12 months, as regulatory and commercial developments shape Hyperliquid's entry into the American market.
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HPC spent last week in Singapore with the people building onchain markets. Our team joined the Hyperliquid community event, TOKEN2049, DAS Asia, and HypurrCo Gathers. The best part of the week was meeting the builders in person. Every conversation in Singapore reinforced the same point: onchain perpetuals are traded all over the world, and our job is to make the case for bringing that market to America. Thank you to @HyperliquidX, @token2049, @blockworksDAS, @hypurr_co, and everyone who spent time with us last week. We are back in Washington, and back to work.
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The $HYPE market cap you see quoted counts 302M tokens. @dschamis counts 475M, and not the full billion either.
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All of crypto is still worth about half of $NVDA. Hyperliquid isn't just a crypto exchange anymore, and @dschamis thinks the world is only now figuring that out.
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Awesome to sit down with @HypeStrat CEO @dschamis at @token2049 this week. "The total market cap of crypto is still less than like Nvidia, one stock in the United States." What we spoke about: - why @HyperliquidX is no longer just a crypto exchange - does US regulation grow the whole market, or just split it - why one perp beats a thousand options - what one HYPE token is really worth - does @HyperliquidX still need @chameleon_jeff - who bought $329M of HYPE off-market, and whether it was @HypeStrat - what Wall Street still hasn't heard BIGGER THAN CRYPTO: "A year ago, Hyperliquid was a really successful crypto exchange with talk about doing more than just crypto. Today it's actually doing a lot more than crypto and the TAM is just so much bigger... It's hard to put a limit on how big this could get." THE CME: "I would even go so far as to say we've probably increased the revenues on the CME and increased volumes on CME, even though the world is worried we're going to take their volume away... People like the CME are being pretty short-sighted by seeing Hyperliquid as just a tremendous near-term threat." PERPS VS OPTIONS: "For every one NVIDIA, there are hundreds or even thousands of different CUSIPs for the different options that trade... They don't pay Robinhood because they're good guys. They pay Robinhood because they're wide bid-ask spreads and they can take advantage of that. In the perp world, for every one NVIDIA, there's one NVIDIA perp." THE REAL MARKET CAP: "I don't think circulating supply is the right number. I think that's too low. I also don't think a billion is the right number. That's too high... Jeff owns a lot of those tokens. I am pretty damn sure Jeff is not going to quit his job and go take a job at Goldman Sachs." THE BUYBACK: "Ninety nine percent of that revenue every single day goes into the buyback. There's no board meeting. There's no debate. There's no discussion... As an investor, it's actually nice to know that no one's trying to outsmart themselves." THE $329M BUYER: "Read my lips. I'm a public company CEO. That was not us... The answer is I don't know who bought it." WALL STREET: "The majority of the time I'm sitting with people who run big firms, lots of capital, and they say, okay, what is Hyperliquid? And I say, well, have you heard of Jeff Yan? They say, no, who's Jeff Yan? And I say, okay, sit down. This is going to take 45 minutes." Timestamps: 0:00 Coming up 1:03 Why Hyperliquid is bigger than crypto 3:44 Does regulation grow the whole pie? 9:24 Why one perp beats 1,000 options 12:43 What one HYPE token is worth 15:10 Does Hyperliquid still need Jeff Yan? 19:26 What Hyperliquid Strategies does with cash 23:04 Are tokens better than shares? 27:15 Who bought $329 million of HYPE? 29:56 How many new markets come next? 33:39 What Wall Street still hasn't heard
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David Schamis retweeted
Yesterday, on the Institutional Stage at TOKEN2049 Singapore with @HyperliquidX and @ICE_Markets. @chameleon_jeff, @jchervinsky, @mblaugrund and @dschamis on building the infrastructure for all finance.
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I've said this publicly a few times so I'll say it again here: this was not us I don't know who it is but I'm 100% certain its not @HypeStrat
It was @HypeStrat!!! They bought that mahoosive $320 million of $HYPE in one go! @dschamis you are an absolute beast! Hyperliquid ♾️.
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"Solana does a lot of things really well the way a Swiss Army knife does, but @HyperliquidX is designed specifically for trading financial assets onchain."
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David Schamis retweeted
なんと! Hyperliquid StrategiesのCEO Davidさんにインタビューさせていただきました!✨ ARIGATO David🙏 動画もお楽しみに! @dschamis @HypeStrat
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Standing on the shoulders of giants
Thank you for holding up the torch real high 🤘 Hyperliquid
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Really nice article in @FortuneMagazine on @HyperliquidX and @HypeStrat Our Prime Directive at HSI is to increase Hyperliquid's exposure in traditional finance - the world needs to understand what @chameleon_jeff and the team has built in a relatively short period of time! @c_grigera @jeffjohnroberts @rediamondjr fortune.com/2026/10/05/hyper…
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David Schamis retweeted
Wall Street is coming for HYPE. Grayscale's @mzhao8, is joined on stage tomorrow by @dschamis, @dknox_hypd and @BlakePlayerSays to discuss treasury companies, ETFs and the institutional bid. 📍 Raffles Singapore 🗓 Oct 6, 15:25 SGT Request an invite: hyperliquidforum.com/singapo…
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