Andy
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Andy· 2025-07-11 15:09
Programmable IP & AI - Programmable IP could potentially save creators from Big Tech [1] - Explores who owns what when AI agents self-improve [1] - Discusses attribution in a world of self-writing AI [1] - A16z views this as the future of AI x Crypto [1] Story Protocol - Covers Story Protocol's success [2] - Mentions exciting ecosystem projects related to Story Protocol [2] - Discusses bringing assets onchain to Story [2] Market & Ownership - Examines how to structure the $70 trillion IP market [1] - Addresses the biggest misconceptions about digital ownership [1]
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Andy· 2025-07-11 09:34
RT rektdiomedes (@rektdiomedes)Updates On Projects I'm Bullish On🧵Gm my brothers 💪Things are looking up and I remain in 100% bulltardation mode!I still think we're going to $10T total crypto market cap by the end of 2027 at latest, and think the next big violent wave upward will hit sometime in the remainder of this year and may very well be hitting right now!Here's some updates on projects I like/tokens I own/etc :)Includes stuff on Aave, Maple, GammaSwap, some DefiLlama stuff, the Vertex/Kraken acquisitio ...
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Andy· 2025-07-11 08:19
More details on this thesis (which I think is more or less widely accepted):https://t.co/bzDekZCNviDan Romero (@dwr):Crypto market right now is a barbell: speculation and stablecoinsIf you're not in the speculation stack—app / UI, DEX, chain or asset launchpad—you're probably not generating much revenue. The stack is a dynamic market and startups can compete and grow very fast, e.g. ...