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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
Market Trends & Projections - Stablecoin adoption in developing economies is projected to surge from approximately $170 billion to $1200 billion (12000 亿) by 2028 [1] - The report suggests the potential for stablecoins to draw over $1 trillion (1 万亿) from emerging market banks by 2027 [1] - The author believes $1200 billion (12000 亿) is a conservative estimate, suggesting a potential increase to $10 trillion (10 万亿) [2] Underlying Factors - Citizens in developing nations are seeking refuge from failing fiat currencies and government corruption by turning to stablecoins [2] - There is significant demand for wealth storage in USD, even with tightened regulations on stablecoin issuers passing on yields [1] Currency Devaluation Example - In Argentina, the USD/Peso ratio drastically changed from 1/300 in April 2023 to 1/1,467, indicating a substantial loss in purchasing power [1][2] - Currency devaluation is not limited to Argentina, but also affects countries like Turkey, Pakistan, India, and Brazil [2]
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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
Investment Strategy - Delphi Labs founder suggests investing in 10 funds with minimal overlap to gain exposure to 200 deals annually [1] - The strategy emphasizes the need for funds with a unique edge, rather than those focused on networking events [1] AI Investing - Delphi Labs founder @ZeMariaMacedo shares his AI investing strategy [1]
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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]