Andy
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Andy· 2025-09-18 18:37
RT The Rollup (@therollupco)The lads @ayyyeandy and @robbie_rollup discuss @cz_binance's response to Hyperliquid."Remember the whole mental gymnastics we went through trying to pretend like if we were CZ or @brian_armstrong, we see Hyperliquid success, what would we do?" https://t.co/2MK1wxN3U5 ...
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Andy· 2025-09-18 16:56
Ready player one really is coming to an onchain environment near you.Super trippy video.When we invested in Talus two years ago, we didn't really know what the agentic future would look like...Its now clear that autonomous economies are coming to the world in a very very real way. Agent to agent interactions in commerce, gaming, experiences, and more.Excited to see testnet rolling out and moving into their next phase, also a new https://t.co/EFBDxiGJiw campaign which they've just recently launched.Where wer ...
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Andy· 2025-09-18 14:41
The stablecoin supercycle accelerates.Plasma mainnet and $XPL token launchis set to happen next week. It’s currently trading at $0.66 or $6.6B FDV on pre-market.This will be one of the biggest launches we’ve seen in a long time, for several reasons:- will have $2B in TVL on launch- blue chip DeFi protocols live from day one- mkt will treat it as pseudo-tether equity- first payments chain to go live- team is cracked- market appetite for stablecoin exposure is near infiniteWhen our fund invested in Paul & Pla ...
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Andy· 2025-09-18 11:19
Crypto ETFs are about to be approved en masse.Mania is coming. https://t.co/2BWyFR4kBlAndy (@ayyyeandy):Rumor mill says there will be at least 10 crypto asset ETFs passed sometime in early November.Final stages of their reviewal right now into end of October. Expect major news on this to hit the wire from the SEC. ...
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Andy· 2025-09-18 09:28
If there's one thing to take away about stablecoins its Sam's idea around the two types of stablecoins:1. Yield bearing, unregulated permissionless stablecoins, things like sfrxUSD or sUSDe.2. GENIUS compliant. Regulated, riskless as much as possible economically, digital dollar that is a payment method, a settlement currency.Really quality vision for what's likely to persist in the future for stables.Stabled up episode one was a success.The Rollup (@therollupco):We asked @samkazemian how @fraxfinance diffe ...