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Andy· 2025-07-30 17:38
Infra fatigue is real man. Ppl want apps and real adoption 🙄https://t.co/CYuvYW8vja ...
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Andy· 2025-07-30 15:58
Digital Asset Trends - Institutional investors are focusing on the impact of tokenized assets (DATs) on crypto asset valuations [1] - DATs are expected to increase Total Value Locked (TVL) on platforms like Aave, potentially leading to token buybacks [1] - Projects like Morpho, Sky, and Ethena are positioned to benefit from the influx of treasury companies seeking yield on-chain [1] Investment Strategy - A particular fund recently increased its ETH holdings and is bullish on its future [2] - The fund prioritizes identifying winners and executing BTC/USD trades over relying on fundamental on-chain metrics [2] Institutional Adoption - Traditional finance (TradFi) and large asset managers are increasingly interested in crypto [3] - These institutions are actively seeking to expand their crypto offerings through ETFs and other products [3] - There's a growing emphasis on crypto education, in-person events, and community building for early-stage investing [3]
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Andy· 2025-07-30 14:26
Think its time to carve out a consistent routine to mess around on some of the newer onchain metas like Zora & Abstract, as well as do a tad more thinking around portfolio management.Just some morning thoughts ...
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Andy· 2025-07-30 13:51
区块链领域 - Memecoins 与 creator coins 之间的区别值得关注 [1] - Solana 与 Base 在本次事件中形成竞争关系 [1]
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Andy· 2025-07-30 13:23
Gm. ...
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Andy· 2025-07-30 12:18
Marketing & Development - Heavy developer support and tier A brand marketing are key success factors [1] - The "build it and they will come" era is over [1]
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Andy· 2025-07-30 04:25
Dream a little https://t.co/5qlyYB5Z4PAndy (@ayyyeandy):I'm still max bullish.No reason to change views week by week in a secular trend ...
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Andy· 2025-07-30 03:21
RT Tomer Weller (@tomerweller)say that you're in the ct echo chamber without saying you're in the ct echo chamber ...
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Andy· 2025-07-30 02:44
Market Sentiment - The market maintains a maximum bullish outlook [1] - There is no rationale for altering perspectives on a weekly basis within a long-term trend [1]
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Andy· 2025-07-30 02:02
It’s really Solana vs. Base this time around innit ...