Andy
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Andy· 2025-10-07 12:55
Monetary Policy & Central Bank Control - Arthur Hayes explains Trump's potential plan to control the Federal Reserve (FED) [1] - The plan involves securing 4 out of 7 votes to control the Board of Governors [1] - Control of the Board of Governors allows influence over the Federal Open Market Committee (FOMC) [1] - Packing the FOMC with individuals aligned with a specific monetary policy is a key objective [1] - This control is considered "the most important lever in the system" [1]
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Andy· 2025-10-07 11:53
Market Valuation & Investment - A $2 Billion investment at a $10 Billion valuation from the NYSE owner is considered substantial [1] - The news is highly bullish for the prediction market sector [1] Token Launch & Future Trends - Polymarket and Kalshi are likely to launch tokens next year [1][2] - There is a possibility that both platforms might launch their own Layer 1 blockchains [1] - Prediction markets are gaining mainstream recognition [2] User Awareness & Adoption - Both Polymarket and Kalshi are known and used within sports betting and gambling circles [2] - Both platforms are also recognized among individuals interested in politics [2] - The prediction market is still in its early stages [2]
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Andy· 2025-10-07 03:57
This one just hit, smashed right thru the 125k target today.Nice.All eyes are on this market now, where I entered earlier last week & odds have been moving in my favor.I'm in for "Before March 2026" on this one. NFA, lets keep winning fam. https://t.co/muCw2zB6AOAndy (@ayyyeandy):I'm taking this one.NFA. See ya in a month, or less 👀 https://t.co/8CLOpzowz7 ...
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Andy· 2025-10-06 22:59
RT The Rollup (@therollupco)Will Arthur Hayes buy HYPE again? 🤔@CryptoHayes says it depends on surviving CZ's zero-fee assault."The more successful Hyperliquid gets, the less successful Binance is. CZ doesn't care if Aster makes money, he just wants to take HYPE's revenue to zero." https://t.co/WoGJWueCG9 ...
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Andy· 2025-10-06 21:41
JUST IN:ARK Invest, led by Cathie Wood acquires a $10M stake in Securitize, the leader in tokenization by TVL in digital assets.This makes Securitize the 8th largest position in ARK's Venture Fund, following major AI companies like OpenAI, Neuralink & SpaceX.Since inception, Securitize has issued $4.6B+ in tokenized assets, partnering with BlackRock, Hamilton Lane, and firms like Apollo.The tokenized asset market is set to explode from here with recent chatter about the CFTC allowing for traditional equitie ...
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Andy· 2025-10-06 18:14
Investment Thesis - The core investment philosophy centers around the devaluation of fiat currencies against hard assets like Bitcoin, gold, and other scarce assets [1] - The "great debasement trade" is identified as a secular trend, favoring debasement hedge assets [1] Market Outlook - The market possesses reflexivity, suggesting potential for significant price movements [2] - A target of $250,000 for Bitcoin is considered aggressive, but fireworks are expected [2] Key Drivers - Trump's plan to influence the Federal Reserve is seen as a catalyst for Bitcoin's potential rise [3] - Fiat currencies are viewed as "hopeless," positioning Bitcoin as a solution [2]