Andy

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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]
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Andy· 2025-07-07 05:19
RT Heslin Kim (@HeslinKim)All in on the ZK bet since 2023. So much so that I moved on from Head of Growth and Ecosystem at @joinrepublic to become the Co-founder/CBO of @thezkcloud.@teemupai founder of @equilibrium_co enamored me with his vision of antiquated blockchain consensuses using re-execution being fully supplanted ZK compute offering offchain parallelization. It’s why I joined up when he went full time on it. A seasoned OG, 15 years deep in his crypto journey. 33% longer than my 10 year stint. Prou ...
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Andy· 2025-07-06 20:58
RT KP 🐍 (@0xkp__)We've probably peaked in alt tge valuationsAlthough permissionless liquidity events are a feature not a bug of our industry, market has learned it incentivizes the wrong behavior which is1) pushing of a token (public liquidity event) way too early in a business's life2) massively over compensating lack of fundamentals with narrative3) running unnecessary raises with artificially long lockups to juice the public offering val (launch high with no supporting fundamentals at a cyclical opportun ...