Andy
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Andy· 2025-08-14 19:48
Industry Perspective on New Layer 1 Blockchains - Ondo Finance believes companies like Stripe and Circle still prefer some level of control, even with new L1 announcements [1] - The industry questions the necessity of creating new L1s, emphasizing that the need depends on the specific goals [1] - The industry anticipates that large TradFi L1s will likely not be the most permissionless chains [1]
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Andy· 2025-08-14 18:38
RT The Rollup (@therollupco)"People are trying to figure out how to time the market more or less with the rate cuts." - @ayyyeandy"I'm seeing is two different schools of thought, one is markets going to end in Q4, other is higher for longer super cycle.""These guys aren't first cyclers." - @robbie_rollup"Our audience has been around for a while." ...
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Andy· 2025-08-14 13:38
Emerging Technologies & Trends - AI agents are evolving beyond simple chatbots [1] - Permissionless prediction markets are gaining traction [1] - Tokenized stocks are an area of interest [1] - Chain-abstracted superapps are being developed [1] - SocialFi 2.0 and reputation layers are emerging [1] Blockchain & Infrastructure - Gasless chains and stablecoin-based chains are being explored [1] - Base app adoption is a key focus [1] - The practical readiness of interoperability is being questioned [1] Gaming & Crypto Integration - Games are integrating crypto for genuine utility, moving beyond forced adoption [1] Company Focus - Kaito's potential reinvention is being considered [1]