kungtechfu

HERE IT IS! My interview w/ @0xOmnia from @Kinetiq_xyz 3 days before @Enter_Elysium MAINNET! We cover all the bases and Omnia gives an amazing breakdown on why this ecosystem might just change the game forever for L2's! Timestamps: 0:00 - Intro: who is @0xOmnia, the PFP that's floated around Web 3 forever 0:44 - The Kinetiq (kinetiq:native) stack at a high level: $KHYPE as the fastest growing LST ever ($2B in six weeks, 85% market share), markets.xyz, and Elysium 3:47 - Finding Hyperliquid by complete accident: Jeff's first podcast in 2023, the closed alpha Discord code, and the original blue logo days 7:28 - Max leverage vs HLP: "if there's 50x available, why use 49?", channeling inner retail while Magnus runs the sophisticated side 8:17 - The HyperEVM moment: not a CEX, not a perp dex, not a general purpose EVM, so what are we talking about here? 9:36 - The bet since mid 2024: combing every DeFi category and landing on liquid staking as the wedge into everything else 11:35 - The house of all finance: why Elysium complements the Hyperliquid vision and captures the value leakage 15:49 - What Omnia wants to win most: options finally having their moment, Derive, and Bound's perpetual options 18:49 - The end of the CEX kingmaker era: "imagine if Base used Coinbase pricing," one pooled environment with no KYC wall between venues 23:15 - The trader rant: sub $200M market cap, "this is an option, not a stock," and why only one thing on Elysium has to hit 26:25 - The Kinetiq culture: boutique fund roots, lean and high agency only, and builders voluntarily buying the token (@AscendLaunch at 80% of revenue, Mantra at 70%) 30:46 - The partnership wave: several hundred teams days before mainnet, and the Elysium movie lore ("everyone becomes a citizen") 33:22 - The unorthodox raise: under $2M for 7.5% of the business, rejecting the $20M term sheets, and the most Darwinian ecosystem on purpose 36:22 - All intentional: no paid integrations, no investor overhang, and the 700 person builder chat buzzing every day 40:17 - The K points FUD addressed: a quarter of the protocol airdropped with no strings, and the shortest points program ever 41:48 - What actually happens Monday: day one performance, the precompile ramp, and testnet one to one with mainnet 44:51 - Expecting a runner: the soft launch effect, and a warning about prelaunch scams on the timeline 46:14 - The hidden flywheels: bridged USDC feeding the @circle revenue share, and nine figures of annual revenue to @HyperliquidX "just by merely existing" 49:08 - A culture that doesn't watch prices: TGE'ing straight into the wake of 10/10 on purpose, and the two metrics that define success 52:45 - The Zero to One close: expanding industries, founders with fire, and "if we own Kinetiq, we're teaming with you"