Andy
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Andy· 2025-08-11 15:49
More details:Heritage Distilling (@HeritageDistill):Today, Heritage Distilling (Nasdaq: CASK) announces a $220M in PIPE financing ($100 million in cash and $120 million in $IP tokens) to establish a $360M treasury reserve focused on $IP, the native token of the @StoryProtocol.We believe that IP is the next catalyst for https://t.co/BJYiGIMJ58 ...
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Andy· 2025-08-11 15:44
Market Trend & Investment - Signals the official arrival of Stage 3 of Digital Asset Treasuries (DATs) [1] - A new $360 million treasury company, backed by a16z for Intellectual Property ($IP), has entered the market, suggesting potential market mania [1] - The deal represents a16z's potential first involvement in a DAT [1] - Cantor Fitzgerald's potential first underwriting of a non-Bitcoin/Ethereum/Solana treasury company [1] Financial Details - The treasury has a $360 million reserve [1] - $220 million is raised via PIPE (Private Investment in Public Equity), consisting of $100 million in cash and $120 million in $IP tokens [1] - $82 million will be allocated to purchase $IP in the open market [1]
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Andy· 2025-08-11 02:55
“So what I would expect is many companies try to build their own chains over the next two or three years before eventually giving up and using Ethereum, Celestia, Arbitrum, etc...”🎯🎯🎯Mippo 🟪 (@MikeIppolito_):I have fully come around to the rollup architecture.Yes everyone can build their own chain, and many with large existing distribution (sc Robinhood) will try.However, running a chain isn't core to 98% of businesses out there.Conseneus and shared DA need to happen but most ...
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Andy· 2025-08-10 23:54
Based on the engagement on this tweet, I now give you permission to full send everything so much higher.Inshallah https://t.co/IOi3cbLfpYAndy (@ayyyeandy):Top signals I've seen in the last 2 days:- Tate shilling a new CA- Cat buying a tank- Tom Lee calling for $16K ETH- A lot of supercycle tweets- Treasury company mania- Eric Trump celebrating shorts getting blown out ...