Andy
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Andy路 2025-10-01 14:27
RT The Rollup (@therollupco)Michael Egorov (@newmichwill) explains how @yieldbasis balances capital efficiency with Bitcoin's changing volatility."You cannot have high capital efficiency if asset is highly volatile. When volatility goes down, you increase capital efficiency with a parameter." https://t.co/nXpcLv5b1D ...
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Andy路 2025-10-01 06:18
Regulatory Approval & Market Trend - SEC officially approved investors purchasing tokenized equities directly on digital asset exchanges [1] - The market is longing for 24/7 markets, suggesting imminent rollout of tokenized equities [1] Tokenization Impact - Tokenization is attractive to institutions [1] - Tokenization may enable 24/7 trading of equities and commodities [1]
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Andy路 2025-09-30 23:56
This is absolutely insane.Bitwise CIO says Tether could become the most profitable company in HISTORY.Let's look at the numbers...In Q2 2025, Tether's profits were just shy of $5B, with $127B in US Treasuries held and over 100,000 BTC ($11B+).Paolo just bought another 1,000 BTC today, as well.Tether is now seeking around $15-20B funding round at $500B valuation, positioning it among top startups like SpaceX and OpenAI.ARK Invest & Softbank have been rumored to be leading this deal.Stablecoin Supercycle. ...
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Andy路 2025-09-30 21:29
Crypto VC is absolutely on fire right now.This one in particular we invested about 2 years ago, after I met Mike in Panama, his home country.We sat down at a restaurant in Panama city and had some local cuisine while discussing the future of agentic commerce & the ai x crypto crossover.Coming full circle to see The Rollup logo on a mega raise announcement is incredibly bullish.Talus is going to lead the AI charge on Sui and I couldn't be more stoked for their team to be very close to mainnet.Another day one ...