Andy
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Andy· 2025-07-06 08:36
RT arixon.eth @ ETHcc (@arixoneth)another example of an app avoiding value leakage to the underlying L1as an L1 investor you either believe the token will capture significant value through shared state access and DA or you believe in its SoV/moneyness propertiesotherwise there’s really no point in holding ...
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Andy· 2025-07-06 00:17
You can differentiate yourself in crypto by:- making your early community rich- focusing on a specific niche market segment for user base & crafting messaging which speaks directly to them- thinking 5+ years out- having very strong founder-led marketing- not selling out- creating new distribution on TikTok, IG, LinkedIn- winning institutional relationships- prioritizing your token performance & not pretending like it doesn’t matter- crafting a unique emotional side of the brand- throwing the best partiesThe ...
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Andy· 2025-07-05 21:06
Market Sentiment & Ethical Concerns - Polychain's TIA token dumping is considered immoral by some VCs, potentially harming long-term company building [1] - Celestia's token ($TIA) is highly polarizing within the cryptocurrency space, with Polychain playing a significant role in this [1] Polychain's TIA Holdings & Sales - Polychain has sold over $242 million worth of TIA tokens since the Token Generation Event (TGE) [1] - Polychain still holds approximately 447 million TIA tokens, valued at around $639 million [1]
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Andy· 2025-07-05 20:02
Gonna get ripped a new one, but...Celestia has been unfairly singled out as the scapegoat for VC negligence compared to 99.9% of projects with very similar tokenomics, charts, VC reckonings, market making games, and unlocked staking rewards.In this case, Polychain is nuking on everyone's heads and there's nothing you can really do about it. They have destroyed the chart. Few more months until unlocks aggressively slow down and they stop dumping. Otherwise, they clearly don't care about anyone who's holding ...