Workflow
Andy
icon
Search documents
X @Andy
Andy· 2025-08-16 07:06
What will be the lowest price for $BTC in 2026? ...
X @Andy
Andy· 2025-08-16 04:58
Weekend vibe check??? ...
X @Andy
Andy· 2025-08-16 04:52
I spent my last semester of university working out of the library working 8-12 hours/day on my copywriting business. Ended up with a 2.01 GPA & a 6-fig business in one semester or so.This was before AI, when you had to write your cold emails and outreach all by yourself. Good times... ...
X @Andy
Andy· 2025-08-16 02:54
Great episode with CEO of Arkham about tracking the crypto treasury company flows, how onchain intelligence has shifted, and where to look for the best flows onchain.Good for investors/onchain users.https://t.co/f1kxOqsde5 ...
X @Andy
Andy· 2025-08-16 01:50
RT Pratik Kala (@PratikKala)not bold but the most likely outcome- it will start with smaller DAT's trading at discounts due to lack of interest/bad governance- there will be talks of M&A from larger to smaller DATs... some deals but largely going to be messy with the number of them out there- shareholders will take them to the SEC which will cause panic in the market- and all ATM facilities, convertible debt, pref issuance will lose investor interest until the mess is sorted out- it will take ~18-24 months ...
X @Andy
Andy· 2025-08-16 00:13
Market Rumors & Treasury Companies - Rumors suggest the emergence of several massive Solana ($SOL) treasury companies expected to be announced in September [1] - These treasury companies will be used to accumulate $SOL directly [1] - Contribution "in-kind" with locked $SOL will be available, similar to other assets [1] - Some prominent figures are reportedly planning to publicly support these treasury companies [1] Funding & Backing - Treasury companies are backed/supported directly by crypto foundations [2] - These companies are currently raising funds and anticipate concluding within 1-2 weeks, with announcements expected by the end of the month into September [2]
X @Andy
Andy· 2025-08-15 21:28
Tom Lee is what matters right now. ...
X @Andy
Andy· 2025-08-15 19:53
Bold prediction:The bottom of the next bear market will be marked with the blood of many crypto treasury companies who will become forced sellers due to lawsuits, massive NAV discounts, and unforeseen circumstances. ...
X @Andy
Andy· 2025-08-15 18:14
Hmmm...🤔 https://t.co/Q143OrOVvm ...
X @Andy
Andy· 2025-08-15 17:02
Be careful with these.These aren't actually representative of ownership of these companies and imo should be handled with caution.Not to mention, the valuations on these things are absolutely massive ($3B-$515B) and likely aren't suited for most of CT's size.While I think this is a unique experiment, its hard to know how this will actually play out. It feels like a worthless wrapper/derivative token which has extra risk (self-custody/smart contract risk) as well as potential lack of liquidity.Very innovativ ...