Current research focus areas: CLOBs, DeAI, robotics, ZK, privacy, RWAs
Quote79 words
Lists his current research and investing focus: Hyperliquid and top CLOBs, DeAI infra and agentic AI, robotics and VLAs, ZK infrastructure, programmable privacy, real-time blockchains and RWAs. Suggests adding BTCfi.
Imo this list is pretty much complete, and resembles my current focus areas research & investing:
- Hyperliquid (and other top tier CLOBs)
- DeAI Infra + Agentic AI
- Robotics & VLAs (sub-sector of above)
- ZK Infrastructure (proving, verification, hardware, etc)
- Programmable Privacy (MPC, FHE, TEEs, ZK)
- Real-time Blockchains & dev abstraction
- RWAs/Tokenization
Might also add BTCfi and "making Bitcoing programmable" narrative but I think then we pretty much have it all on there.
QUOTING @0xdavinci_
Have been spending a lot of time this summer looking into some of the narratives that I believe will shape the cycle towards the end of the year, and I think it's time to share the ultimate breakdown. - Hyperliquid (top crypto project by revenue, HyperEVM is growing, HIP-3 is co
Have been spending a lot of time this summer looking into some of the narratives that I believe will shape the cycle towards the end of the year, and I think it's time to share the ultimate breakdown. - Hyperliquid (top crypto project by revenue, HyperEVM is growing, HIP-3 is co
What came next · since 29 Aug 2025
Since then
Zero has written 21 more pieces on Hyperliquid since this one.
- State of Hyperliquid: two years after the airdrop (A1 Research report)On Hyperliquid
- Hyperliquid's US regulatory path: HyperCore, HIP-3 deployers and buildersOn Hyperliquid
- Hyperliquid ecosystem briefing: 14 days of regulation, HIP-3/4, RWAs, revenueOn Hyperliquid
- Why profitable onchain businesses deserve attention: Hyperliquid and PumpOn Hyperliquid