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Andy· 2025-07-07 16:04
2025:- stablecoins- tokenization of everything- institutional compliant DeFi- launchpads- fintech chain launches- crypto m&a- ETFs for dozens of tokens2026:- crypto-powered businesses- hundreds more chains- $10T total marketcap- trillions of $$$ of stablecoin volumes- perps volume > options volume in TradFi- use stablecoins to pay for anything ...
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Andy· 2025-07-07 15:53
RT Mattie Fairchild (@Scav)In a few years we will say it was all so obvious ...
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Andy· 2025-07-07 14:44
CLOBs on Blobs.The Rollup (@therollupco):The CLOBs on Blobs Opportunity.In today's deep dive by @suppvalen, we look at the landscape for the next wave of DeFi infrastructure powering high-frequency CLOBs that can compete with centralized exchanges.Read the full piece here: https://t.co/mgw2zNFELX https://t.co/XWhadSaeFs ...
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Andy· 2025-07-07 14:10
RT YQ (@yq_acc)More infra mainnets along with more PMF apps. ...
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Andy· 2025-07-07 13:28
Crypto & AI Convergence - Crypto x AI integration is steadily rising with projects like Sentient, Talus, Hyperbolic, Openledger, Nous, and Prime Intellect [1] Ethereum Ecosystem & Layer 2 Solutions - MegaETH mainnet launch expected in September [2] - Revival in ETH sentiment anticipated to drive outperformance [2] - Turnaround in Layer 2 (L2) sentiment is expected [2] Emerging Technologies & Mainnet Launches - Mainnet launch of top zkVMs Boundless & Succinct is anticipated [2] - Monad mainnet launch is upcoming [2] - Plasma mainnet launch expected in Q3 [2] - Rise chain mainnet expected in Q4 [2] DeFi & Tokenization Trends - Hyperliquid volumes projected to surpass Binance in a 24-hour window [2] - Katana's TVL (Total Value Locked) and DeFi growth is noted [2] - BTCFi development happening on Starknet, Hemi, and Core [2] - SOL ETF potentially followed by new token ETFs this year [2] Market Dynamics & Competition - Robinhood chain vs Base war is unfolding [2] - CLOB (Central Limit Order Book) wars to continue with GTE, Kuru, Hibachi, and others [2] - BTC dominance is slowing down [2] Institutional & Macro Factors - Lower Fed rates may make Ethena's USDe more attractive [2] Events & Adoption - Celestia native ecosystem adoption (Converge, Ethereal, others) is occurring [2] - Korea Blockchain Week & Devconnect in Argentina are upcoming events [2]
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Andy· 2025-07-07 12:41
RT Paqi (@Paqi_Aysia)This. It’s also why projects running a 1 year long testnet for points is a recipe for disaster at token launch.Add supply side economic engineering to that trying to massage the numbers and congrats you probably became the largest grift of the cycle.In case it wasn’t obvious, It’s doesn’t take multiple years to launch a token if you have a functional product. ...
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Andy· 2025-07-07 12:11
RT Eli Ben-Sasson (@EliBenSasson)This question is becoming increasingly important.For Starknet, the answer is its ability to offer a range of confidentiality and privacy solutions. ...
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Andy· 2025-07-07 11:45
Interesting piece here…https://t.co/9tV46KKn3E100y.eth (@100y_eth):https://t.co/5rQ8Bln8kl ...
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Andy· 2025-07-07 10:38
Crypto marketing 101:Taking too long to ship a product while marketing it heavily for a long time prior is a recipe for very negative community sentiment. ...
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Andy· 2025-07-07 10:14
Layer Technology Analysis - Layer 1, Layer 2, Layer 3, or Layer n are marketing terms with no technical significance [1] - Purchasing decisions based on the number of layers (Ln's) is not advisable [1] Technical Perspective - All layers ultimately function as state controllers [1]