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Andy· 2025-07-07 06:44
RT Dan (@DanSimerman)Everyone wants to launch a network ...
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Andy· 2025-07-07 05:19
RT Heslin Kim (@HeslinKim)All in on the ZK bet since 2023. So much so that I moved on from Head of Growth and Ecosystem at @joinrepublic to become the Co-founder/CBO of @thezkcloud.@teemupai founder of @equilibrium_co enamored me with his vision of antiquated blockchain consensuses using re-execution being fully supplanted ZK compute offering offchain parallelization. It’s why I joined up when he went full time on it. A seasoned OG, 15 years deep in his crypto journey. 33% longer than my 10 year stint. Prou ...
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Andy· 2025-07-07 05:19
Gm. ...
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Andy· 2025-07-07 01:29
How do we keep the core principles and ethos of our space while building compliant DeFi for institutional and TradFi customers??? ...
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Andy· 2025-07-06 21:31
Where ZK really shines is enabling verifiable, offchain computation to be brought onchain.Consensus is hard (and slow) because of node redundancy. Just use ZK. ...
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Andy· 2025-07-06 21:04
RT YQ (@yq_acc)That’s why they plan to launch an @arbitrum orbit chain to really become the landlord of their own services. When an app is big enough, sovereignty becomes a must as their moat. Wdyt @ajwarner90 @tkstanczak @VitalikButerin @ayyyeandy @sreeramkannan ...
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Andy· 2025-07-06 20:58
RT KP 🐍 (@0xkp__)We've probably peaked in alt tge valuationsAlthough permissionless liquidity events are a feature not a bug of our industry, market has learned it incentivizes the wrong behavior which is1) pushing of a token (public liquidity event) way too early in a business's life2) massively over compensating lack of fundamentals with narrative3) running unnecessary raises with artificially long lockups to juice the public offering val (launch high with no supporting fundamentals at a cyclical opportun ...
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Andy· 2025-07-06 18:33
Fun pod from Permissionless with Haseeb about his economic security takes, crypto x ai, stablecoin adoption outlook and the market today.Good for investors & long-term believers.https://t.co/SDHZTfZ9tC ...
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Andy· 2025-07-06 17:56
Appchain Thesis - Appchain 理论正在全面展开 [1] - 所有 L2 需要的可组合性和应用抽象将增长 10 倍 [1]
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Andy· 2025-07-06 15:42
Investment Sentiment - The industry is observing an early-stage pitch deck mentioning "revenue meta," indicating potential optimism or interest in the company [1]