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Andy· 2025-10-08 06:54
Ethereum all time high next. ...
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Andy· 2025-10-08 03:49
Who are the best VCs in AI or crypto x AI to talk to about privacy & data???I'm looking for some smart ppl to learn from who are investing and building at the intersection of these ideas... ...
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Andy· 2025-10-07 23:57
Can stablecoins draw $1T+ from emerging market banks by 2027???Stablecoin adoption in developing economies expected to surge from ~$170B to $1.2T by 2028.Why?People want out of their failing home country fiat currency into the strong USD. While new crypto regulations have tightened the rules for compliant stablecoin issuers from passing on yields from US treasuries, there is still a massive demand for storing wealth.When I was in Argentina in April 2023, the USD/peso ratio was 1/300.Fast forward to today, i ...
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Andy· 2025-10-07 21:58
Market Trends & Adoption - The industry is returning to fundamentals, with privacy becoming a key focus [1][2] - Institutional adoption and tokenization are driving the market in a positive direction [1] - Stablecoin adoption is experiencing significant growth [1] DeFi Innovation - DeFi OG builders are developing improved products [1] - Aave's deposits reached over 75 Billion, driven by their RWA Horizon product [1] - Morpho is enhancing DeFi infrastructure with Coinbase vaults [1] Industry Sentiment - The crypto space has undergone a cleansing and maturation process [2] - The overall sentiment is bullish [2]
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Andy· 2025-10-07 19:36
Market Trends - Kalshi reached its highest Open Interest (OI) peak since January [1] - The Rollup Co provided the data [1]
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Andy· 2025-10-07 18:29
RT nairolf (@0xNairolf)the moment anyone can create a market, adoption goes exponential→ more interesting + niche markets→ creators share them with their audiences→ creators earn from them, so they keep making more→ repeatendgame ...
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Andy· 2025-10-07 17:33
RT The Rollup (@therollupco)Delphi Labs founder @ZeMariaMacedo on his AI investing strategy."Investing in 10 funds with minimal overlap gets you exposure to 200 deals a year. You need funds with unique edge, not just SF party attendees." https://t.co/zwgidsf5ck ...
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Andy· 2025-10-07 17:09
The ticker is ETH. ...
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Andy· 2025-10-07 14:56
Market Trend - Bitcoin's catch-up to gold and equities is considered inevitable [1] - The run from 109 thousand to 125 thousand USD is just the beginning [1] Investment Opportunity - The macro structure is very bullish [1]
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Andy· 2025-10-07 14:04
Market Outlook - Interviewing @fejau_inc for macro outlook and 'trade after the trade' recap [1] Investment Strategies - Interviewing @ZeMariaMacedo regarding AI investing [1] Emerging Technologies - Discussing prediction markets with @0xNairolf [1] Market Sentiment - Bull market is back [1]