Crypto’s Flow-Driven Market Has Arrived | Shaundadevens & Kunal Doshi

About this episode

The episode discusses the dynamics of Bitcoin's performance compared to equities and various developments in the crypto market.

In this episode, we discuss Bitcoin’s underperformance relative to equities and select crypto assets, the rise of Hyperliquid amid strong ETF and institutional flows, Morpho’s new fixed-rate lending initiative and valuation debate, evolving dynamics in DeFi lending markets, and Ethena’s shifting yield strategy, reserve allocation, and diversification efforts.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Kunal Doshi: https://x.com/Kunallegendd Follow Shaundadevens: https://x.com/shaundadevens Follow Carlos: https://x.com/0xcarlosg -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:34) Bitcoin Lags Equities (4:14) Don’t Hide in BTC? (7:47) Hyperliquid’s Flow Story (16:02) Morpho’s Fixed-Rate Bet (24:33) Morpho’s Valuation…

People in this episode

Host: Shaundadevens

Guest: Kunal Doshi

Topics covered

• Bitcoin performance
• crypto assets
• DeFi lending
• institutional flows
• fixed-rate lending
• yield strategy

Keywords

• Bitcoin
• Hyperliquid
• Morpho
• Ethena
• DeFi
• lending
• crypto market
• institutional flows
• ETF

Mentioned in this episode

Organizations: Blockworks, Hyperliquid, Morpho, Ethena, Blockworks Research

Books & works: Blockworks Daily Newsletter

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