Andy

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Andy· 2025-09-15 00:21
We had the Circle CTO on this week to discuss their new chain Arc, why they built it as an L1 vs. an L2, the future of USDC on Hyperliquid, and his vision for Circle as a stablecoin leader.Good for those trying to understand enterprise "payments chains"https://t.co/ul94FKIYpX ...
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Andy· 2025-09-14 22:02
Rotated heavily to $PUMP over the last few weeks.It gave me the same feeling as Hyperliquid did on launch. Sometimes you just gotta trust the pump. No clue where this thing trades but holding spot is comfy.Not a trader. Just few moves per year with size to win. Less is more. ...
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Andy· 2025-09-14 03:51
RT Farokh (Perma/Bull) (@farokh)Bullish AF on $PUMPIDK about the creator tokens, but there will be A LOT of wins so worth trading if you are active in the trenchesI think @pumpdotfun is on the cusp of breaking out and will be a huge catalyst for our industryEveryone should support @a1lon9 and his team ...
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Andy· 2025-09-14 02:11
Bear Case for $PUMP Streaming - Creator tokens have a limited lifespan, similar to meme coins [2] - Difficulty in attracting and retaining high-quality creators [2] - Prevalence of spam and scam content poses a risk [2] - Potential brand risk for streamers associated with the platform [2] - Creators may lose interest, abandoning their token holders and fans [2] - Uncertainty about the long-term value proposition of creator tokens versus owning $PUMP [2] Bull Case for $PUMP Streaming - Potential for sustained success over months or even a year [2] - Ability to attract some of the most famous streamers globally [2] - Planned buybacks with a potential increase of 200%-500% in size [2] - Aims to surpass Kick and then Twitch in market dominance [2] - Potential for the token to achieve mass market appeal [2] - Aspiration to become the preferred platform for high-status streamers [2] - Wealth effect could create viral marketing opportunities [2]
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Andy· 2025-09-14 00:33
You’re watching one of crypto’s breakout apps slowly reach major PMF outside of just memecoins.Yet, you’re sidelined???alon (@a1lon9):already flipped Rumble in terms of average number of concurrent live streamscurrently inching at ~1% of Twitch's market share and ~10% of Kick's market sharewe're nibbling on their lunch and COMING FOR MORE ...