Solana vs Hyperliquid w/ Toly

Описание: Anatoly from Solana joins us to talk about the recently launched Seeker phone and its strategy to break Apple/Google's 30% monopoly through crypto-native distribution. We dive deep into Hyperliquid's centralized matching engine vs Solana's decentralized approach, Bitcoin as digital gold vs investment, the meme coin phenomenon, and why hardware might be key to building alternative app ecosystems.

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NOTES:
• Seeker sold 150K units targeting crypto users
• Apple/Google charge 3000 basis points (30%)
• Spreads dropped from 5bp to sub-2bp in a year
• Hyperliquid has 30K daily active traders
• Bitcoin works same at $10K or $100K price
• 1% terminal inflation rate discussion


Timestamps:
00:00 Start
00:23 SOL Secret Phone
02:31 Replacing App Stores
04:29 User migration
06:42 Why mkae hardware
08:52 Spending resources on phone dev
09:36 Hyperliquid's effect on Solana
11:12 Perp Dex on Solana?
19:30 Centralized coordinators galore!
24:39 Solana narratives
27:59 Censorship resistance, no, seriously...
36:20 Memecoin chain or not?
37:27 Tether can print unlimited tokens
41:33 Solana slashing
43:02 Special snowflake BTC
53:03 Tokenomics of SOL
58:05 SOL treasury companies
1:02:00 SOL treasury company risks
1:04:17 Base is an L1, deal with it
1:05:44 Base vs SOL
1:08:20 Memecoin supply