Andy
Search documents
X @Andy
Andy· 2025-09-24 04:23
AI Vision & Strategy - NEAR CEO discussed their vision for AI and why it's still early in one of the biggest market opportunities [1] - NEAR is collaborating with major Web2 players in the AI space [1] Industry Focus - The discussion highlights the AI Supercycle and its potential impact [1] - The content is relevant for individuals interested in the AI field [1]
X @Andy
Andy· 2025-09-24 02:13
What a day.Kalshi and Base on Rollup TV. Huge step for the brand and feels like the culmination of many years of work in a single day.So much more to come.To everyone who's enjoyed watching the streams and is a part of The Rollup fam, we have so much more coming for you.This really is day one, in its own unique way.Much to learn.Much to ship.Building out the streaming platform has felt more like iterating on a product than a media company.You get an idea, talk to devs to understand the priorities and requir ...
X @Andy
Andy· 2025-09-23 22:33
Bullish Aspects of Tether - Tether at $500 billion valuation is incredibly bullish for digital asset valuations [1][3] - Reserve assets are predominantly in U S Treasuries (low risk, high liquidity) + BTC, Gold [1] - Solid profitability is expected from interest + investment returns, with over $10 billion expected from interest income [1] - $USDT circulation and user base are expected to continue growing with chains like Plasma launching, creating strong demand [1] Potential Weaknesses and Risks - Lower rate environment could lead to a loss of multi-billions per year in interest income [2] - Tether is still working on USA regulatory with their new USAT launch, despite affirming working with a Big Four for full audit [2] - Circle is a serious competitor, and other smaller stablecoins, as well as large financial institutions, want a slice of the pie [2] Market Dynamics - Stablecoin supercycle is fully fledged right now, indicating a bullish outlook for crypto [3] - Tether is reportedly raising funds at a $500 billion valuation, looking for $20 billion in funding [3]
X @Andy
Andy· 2025-09-23 20:06
Brand Token Strategy - Company is considering a brand token to reward the community [1] - The brand token is still in the "potential" stage [1] - Company is exploring the right way to implement the brand token [1] Content Creator Path - There is a potential path for content creators related to the brand token [1] - Discussions have been held regarding the content creator path [1]