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Wajahat Mughal
Wajahat Mughal kirjasi uudelleen
I don't think anyone is surprised that since recording this there is now a CA for the most popular man on the internet. We don't own any.
Anyway @0xMughal joined us this week! And there's so much bullish news for crypto it's madness.
Talking:
- Project Crypto
- Coinbase is on a tear
- Justin Sun is an astronaut
- Bitcoin thief cop is sent to jail
- A phishing attack that was one year in the making
And the U.K. can't make up its mind about crypto.
YouTube:
Spotify:
15,23K
Exactly 1 month later
New ATH on stablecoin market cap, now at $269b
- Rise of 5.4% MoM, current trajectory would get us to $350b by the end of the year
- USDT/USDC dominance at 85%
- Ethena's USDe is growing exponentially, likely to hit $10b in marketcap soon enough
- 40 stablecoins above $100m marketcap


Wajahat Mughal7.7.2025
Another ATH on stablecoin market cap - $255b
Incredibly, USDT/USDC dominance is at 87%

8,91K
It’s not a question of if you’ll make it, but when.
Tomorrow
Next week
Next month
10 years, maybe 40?
Your potential has never been in doubt, your effort however, is a different story.
Every compromise, every excuse, every pushback is a delay towards your inevitable success. The only thing standing between you and the life you want is simply, you.

2,61K
"TradFi MEV" "Legalised Front Running"
Pretty interesting reading about the Figma IPO
- IPO was at $33 - 40x over-subbed
- 60% of the sale to private investors
- Retail couldn't get in (so many screenshots of Robinhood accounts getting 1 share, yes 1).
It's now trading at $136, but did the suits just win again?
Super interested tweet thread here on issues with IPOs -

1,83K
On this note we do have our first PT money market integration!
@hyperlendx and @kinetiq_xyz with PT-kHYPE
PT-kHYPE yield is currently 10%
Borrowing HYPE costs only 7%
The spread is there for you all 🔁


Wajahat Mughal31.7.2025
Super interesting new @pendle_fi x @HyperliquidX markets
@0xHyperBeat being the main beneficiaries here, big TVL opportunity for them + @kinetiq_xyz also cementing themselves as the LST.
What can you do?
- Own $HYPE - lock in fixed rate double digit yield
- Get a 30x+ leverage multiplier on the respected airdrops from @kinetiq_xyz and 20-28x on @0xHyperBeat + more via the YTs
- LP and earn 30%+ via $PENDLE token incentives
I think the HyperEVM lending markets are going to have some very unique opportunities very soon via PTs.
Time for some points calculations!

1,92K
Super interesting new @pendle_fi x @HyperliquidX markets
@0xHyperBeat being the main beneficiaries here, big TVL opportunity for them + @kinetiq_xyz also cementing themselves as the LST.
What can you do?
- Own $HYPE - lock in fixed rate double digit yield
- Get a 30x+ leverage multiplier on the respected airdrops from @kinetiq_xyz and 20-28x on @0xHyperBeat + more via the YTs
- LP and earn 30%+ via $PENDLE token incentives
I think the HyperEVM lending markets are going to have some very unique opportunities very soon via PTs.
Time for some points calculations!

5,84K
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