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EJ Rogers
Co-Founder @4RCapital
Proud to back @0xHyperBeat
Grassroots, community-first origins since the dawn of the @HyperliquidX ecosystem
#1 yield aggregator in the ecosystem and its fast-scaling dApp overall
Partnered with @4RCapital portco @ether_fi to launch $beHYPE LST
En route to cementing its place as the Native Yield Layer & de facto defi hub of HL🔒
Hyperliquid


Hyperbeat15.8. klo 21.25
We've raised a $5.2M seed round to build Hyperbeat, The Native Yield Layer of Hyperliquid.
Led by @etherfi_VC and @ElectricCapital, including an @echodotxyz round via @hypurr_co with an 800 basis point discount for the community to private investors.
The Native Yield Layer of Hyperliquid will interact with Hyperliquid as one composable state to build the next generation of Hyperliquid DeFi.
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EJ Rogers kirjasi uudelleen
Very proud to back @infiniFi_ and this is exactly the value prop--higher yield, no leverage.
They're coordinating longer duration yield farmers and short term liquid farmers to offer a positive sum offering. Plus it's all denominated in stablecoins.
Once more understand this (and tbf it took me a while), it's a no-brainer to get onboard.
5,2K
EJ Rogers kirjasi uudelleen
1/ @ether_fi crosses $10B in TVL; launches neobank strategy
EtherFi has rolled out its ‘Cash’ Visa card, enabling users to spend fiat against crypto holdings.
CEO @MikeSilagadze is targeting over 1M users by 2026.
Strong fundamentals offset any concerns around token supply dilution.

16,23K
EJ Rogers kirjasi uudelleen
FWIW I traded for a $100 bln fund and moving a 1% position would sometimes take weeks given the liquidity in the stock, size of the company and footprint you’d leave.
It is incredible the market took $9 bln BTC of supply so well, and shows the depth of the BTC market now- super bullish for the sovereign reserve thesis.
Regardless, the timing and speed of the execution was super suspect even if a lot of it was OTC.
It’s so fishy someone who held BTC since its inception punches out in under a couple weeks during July summertime vacation, while every market was breaking out to the upside.
Totally agree there was massive slippage costs, but I bet the client ordered the execution this way. No way Galaxy traders would recommend dumping BTC this way esp in the middle of the night with US markets closed.
This felt like some sort of psy-op on market liquidity.
Doubt he responds but would love @novogratz to comment.
273,69K
EJ Rogers kirjasi uudelleen
We asked @fundstrat (Chief Investment Officer of @FundstratCap) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins.
"Stablecoins are the ChatGPT of Fintech."
"They provide a logarithmic benefit over traditional systems."
"Stablecoins is a $250B market, and Secretary Bessent said it could grow to $2T."
"Large companies will need to secure the Layer 1 (what stablecoins transact on) that they're operating on."
"We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of crypto in order to fund and operate their stablecoin."
229,68K
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