Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)
About this episode
Hanson Birringer discusses Hyperliquid's bull thesis and the implications for digital assets and capital markets.
Hanson Birringer breaks down why Hyperliquid is the purest way to express the bull case on perps, tokenization, and stablecoins all at once, and unpacks the mechanics behind the Grayscale ETF and Hyper Holdings' push to bring institutional capital onchain. He also explains why Hyperliquid's revenue could grow exponentially as HIP-3 markets and USDC0 stablecoin flows scale. Hanson Birringer is the Co-Founder and Chief Revenue Officer of Hyperdash, a global brokerage and trading data analytics platform built on Hyperliquid, and a core contributor to Hyper Holdings Global. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Intro 00:48 Hyperliquid's Evolving Thesis 02:24 The Three Megatrends Converge 03:02 Hyperliquid's Purest Expression 04:24 Stablecoins Give Up 90% Fees 05:39 Builder Codes Compound Liquidity 06:48 HIP-3 Regulatory Headwinds 10:18 Incumbents Start Fighting Back 13:22 Hyperliquid's Revenue Forecast 16:22 Hyper Holdings And Grayscale ETF 20:44 What's Next For Adoption 23:44 Token Holders As First-Class Citizens 25:23 Hyperdash's Business Model 26:30 Imperator Acquisition Explained…
Sponsors
Better than Banks
More episodes of The Rollup
- Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)
- Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)
- Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)
- Joseph Chalom: Ethereum Is Going On Offense (Full Thesis)
- Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)
- Curve Founder: The Next Massive Expansion Is Coming (New Thesis)
Explore listener stats, chart rankings, contacts and more on the The Rollup podcast page.