spot on advice imo. i'm personally coming after a long head-wrecking period where I developed extreme market PTSD, an insanely short attention span due to "always clicking" habits from the 2024-2025 period, and mental burnout where I couldn't hold a token for more than 2 days without always being worried. funny enough, developing a constant pessimistic outlook on the markets helped me preserve a big chunk of my capital in the bear market, but it also left me sidelined in a lot of good plays which followed after, and this is again something that wrecks your head. you can spot a good trade, you know it's going to do well, but you don't have the mental capacity to take it and be patient. i'm totally aligned on the idea that the majors will not give you the asymmetrical opportunity that you are looking to get in this current market. yes, even going for revenue-generating protocols might not be the best bet since most of them are currently priced in at speculative future revenue. (yep, there are still diamonds in the mud if you can find them). i believe that you need to become a bit contrarian, look beyond what's hot in the market at the moment and try to speculate on the potential growth of a product or narrative for the next period while it is still sitting at comfortable price levels or, as @koolkrypto223 mentioned, protocols with upcoming catalysts able to spark a round of momentum for them. to me, it feels like everyone is running after the same protocols and all the bags are looking pretty much the same. the small on-chain cabal turned into mega-wealthy individuals who built their own cabal and, due to their size, they need to push unicorns in order to exit safely. not really my cup of tea, although it can be profitable for some. it feels like the edge in the current market is to actually develop enough patience; you're trading against a majority of individuals who are totally burned out, with short attention spans, and who are not able to hold for more than a few days. size accordingly and leave yourself enough room for errors, as going with too much size will have a negative impact on your ability to stomach a bigger drawdown if the market continues to behave funny. become an optimist, even if you're looking retarded sometimes. your luck surface grows exponentially when you choose to believe in something rather than being cynical at all times (although learn to adapt and switch between those two mental states).

quite sure Hypercall deserves more attention.

my conviction on @Kinetiq_xyz is purely a bet on @0xOmnia and the team delivering a pristine experience with @Enter_Elysium. the progress so far is quite satisfying. there's a wave of protocols steering the ship towards the ecosystem. no big protocols yet, but I feel that's the beauty of it. maybe a bit weird, but if we're looking into mythology, Elysium is the place of absolute peace, free from the struggles of the normal world. besides the struggles of HyperEVM that the Kinetiq team fixes with the launch of Elysium, there's another important aspect that I think will make sense in the grand scheme of things. any chain that launches goes through these phases of cannibalization and economic parasitism. all the protocols launching in that specific ecosystem have a single motivation: compete for users and liquidity, rise to the top and create the most value for your token. there's nothing wrong with this per se, but it is why PvE turns into PvP so quickly, as the resources on any chain will eventually become finite. let's not even touch on the vast number of L2s which give crumbs back to the actual L1 as they achieve structural decoupling. Elysium seems to be designed around the exact opposite idea. instead of creating another sovereign economy that slowly decouples from the layer underneath it, its success is still structurally tied to the success of Hyperliquid. $HYPE remains the native gas asset. applications on Elysium are meant to interact with HyperCore liquidity rather than recreate it somewhere else. more activity on Elysium can therefore translate into more market making, arbitrage, hedging and ultimately more volume flowing through HyperCore. the L2 doesn't need Hyperliquid to lose for Elysium to win. quite the opposite. if Elysium becomes a better execution environment for applications that simply cannot operate efficiently on HyperEVM today, it expands the surface area of what can be built around Hyperliquid while keeping the economic gravity centred around the same ecosystem. and this simple reflexivity is also reaching other builders, the ones which are not trying to compete purely in their own interest on Elysium, but actually the ones giving back to the Elysium ecosystem and the Kinetiq community. it's through protocols like @AscendLaunch, @NestExchange or @MontraXYZ, which have already announced that they will use part of their fees to buy back kinetiq:native tokens and burn them, in a similar process to what the Hyperliquid Foundation is doing. and imagine if you get 10-20 protocols doing the same, working together to push the chain further. what will this attract in the end? a stronger community, more activity, more interest from developers, making Elysium a more attractive place to launch your protocol and work together to build something great. simply put, a high-throughput utopian world. i strongly believe we are about to see a new standard being set for how any ecosystem should operate and how the force and alignment of the builders inside the ecosystem can create a halo effect. e/acc

just on Elysium.

Alright, things are getting interesting for @Enter_Elysium. What we've got? - @AscendLaunch - @NestExchange - @MontraXYZ - @eloscapeHQ Most likely to launch on Elysium: - @pear_protocol - @SynapseProtocol - @papertrade_xyz Must be nice knowing that a lot of kinetiq:native is going to get burned.

Very insightful read on Elysium, everyone should have a look. While I think it will take some serious effort and time to reach Base level (or maybe not, who knows), it's certain that the upcoming period for kinetiq:native it's going to be interesting. There's one thing we shouldn't omit here: we see protocols being extremely aligned on the tokenomics side. @AscendLaunch commits 50% of its revenue to buy KNTQ (1% trading fees on launched tokens -- this could go pretty crazy). @NestExchange commits 70% of its fees towards buying KNTQ (they take 10% swap fees -- only Elysium pools btw). What about @pear_protocol? What about @SynapseProtocol? What about @delpho_labs? And what about many others? The alignment of this community will be a beautiful thing.

I'm confident to say here that Elysium will quickly become the programmable money layer of the Hyperliquid Eco. HyperEVM computational bottleneck is the main reason more exquisite dApps are not building on top of it, despite the incredible growth of HyperCore. What's the issue? 1. The Gas Limit Problem The 3M limit of gas per small block won't attract any dApps that requiers high frequency state update. Yep, you attract DeFi primitives, but not more optimized and sophisticated protocols. 2. High Demand = Higher Transaction Cost More activity on HyperEVM results in way higher gas fees than necessary as it follows the Ethereum style gas concept. If users, protocols, etc are fighting for block space it creates a real demand problem and it's forcing them to pay more for gas, which creates UX issue and also eats away the revenue of a protocol (see @blurr convo with @notthreadguy to understand why high gas fees is a big problem for protocols/users on HyperEVM). 3. Congestion = Delayed Transactions More demand → fuller blocks → higher gas → slower and less predictable transaction inclusion. That's definitely a killer for dApps such as a PropAMM, where prices need to be updated continuously and the protocol has to react to market conditions in near real time. If every state update has to compete for scarce blockspace, the protocol either pays more to guarantee execution or accepts slower updates and worse pricing accuracy. At that point, congestion doesn't just become a UX issue. It starts directly affecting the efficiency, competitiveness and profitability of the application itself. The main benefit of Elysium is that it moves the heavy computation away from HyperEVM, while still keeping applications connected to Hyperliquid’s liquidity and market state. In practical terms: 1. Higher Execution Capability Elysium gives applications significantly more room for computation, so protocols that require constant state updates are no longer constrained by HyperEVM's limited fast-block capacity. They are targeting around 300M gas/second of execution throughput. For applications such as PropAMMs, automated market makers, lending protocols or complex vaults, this means substantially more application logic can be executed continuously without competing for such a small amount of blockspace. 2. Much Faster State Updates 5-10x faster than HyperEVM with 100–200ms block times. Interesting here is that application could theoretically receive several execution opportunities within the same period in which HyperEVM produces a single small block. 3. Closer Integration With HyperCore I think this might give Elysium one of the cleanest advantages over other L2s. Instead of building in isolation, applications on Elysium can be built directly around HyperCore, one of the deepest and most active onchain trading environments in crypto. Developers can use HyperCore data such as: → live prices → order-book depth → bids and asks → funding rates → open interest → balances and positions Then Elysium handles the heavy computation, application logic and rapid state updates around that data. To put it simply, I believe that Elysium can become the place where HyperCore’s liquidity, positions and market data are transformed into completely new financial products. That is why I think the real opportunity is not simply “faster execution.” It is giving developers a high-performance programmable layer directly on top of one of the strongest liquidity engines in crypto. And of course, I strongly believe that kinetiq:native will be positioned extremely well to acquire value in the grand scheme of things as the revenue could grow considerably if the things will heat up properly. I think it's time for the HL eco to have their on-chain moment and spark some interest from the community not only for the perps experience, but actual degen stuff. Regarding team, @0xOmnia showed insane builder skills, has already products to be deployed on chain and I do have a feeling they have their plan set just right for the launch. Anyway, you may want to keep an eye on this launch.