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Andy· 2025-10-23 22:03
Hiring Requirements - The company is hiring a short-form video editor for its next phase [1] - The ideal candidate should have extensive past experience and a strong portfolio [1] - The company prefers candidates who are bullish on and understand crypto/CT (Crypto Twitter) [1] - The company requires the candidate to be available for full-time work [1] Work Environment - The company operates in a fast-paced and fun environment [1] - The company is open to remote work or candidates based in NYC [1] Application Instructions - Interested candidates should email their portfolio/previous work to hiring@therollupco [1] - The company welcomes recommendations [1]
X @Andy
Andy· 2025-10-23 20:51
Market Sentiment & Flows - Fundamentals are key to attracting more flows in the crypto market [1] - The market needs flows to sustain its momentum [1] - Institutional investment is currently supporting the market while retail participation is low [1] Investment Strategy - Focus on promoting crypto tokens with real cash flows, verifiable financials, and a sustainable path [1] - The return to fundamentals appeals to both left curve (buybacks) and right curve (revenue, P/E, DCF ratios) investors [1] Industry Outlook - The emphasis on fundamentals is a healthy development for the crypto industry [1] - The industry aims to sustain the positive momentum [1]
X @Andy
Andy· 2025-10-23 20:27
Market Focus - Fundamentals are expected to drive significant institutional investment flows into the crypto market [1] - The industry should prioritize promoting crypto tokens with tangible cash flows, verifiable financials, and sustainable business models [1] - A focus on fundamentals benefits both value-oriented ('left curve') and growth-oriented ('right curve') investors [1] Investment Strategy - For value investors, the focus is on metrics like buybacks [1] - For growth investors, key metrics include annual revenue, P/E ratios, and DCF ratios [1] Industry Outlook - A return to fundamentals is considered a positive development for the crypto industry [1]
X @Andy
Andy· 2025-10-23 17:37
Market Competition - Base has a significant lead and advantage due to Coinbase's backing in the Ethereum Layer 2 (L2) landscape [1] - MegaETH is positioned as a "people's chain" and is learning from the shortcomings of previous L2s, particularly regarding token value accrual [1] Tokenomics and Revenue Strategy - The industry anticipates a major revamp in L2 token designs [1] - MegaETH is prioritizing stablecoin revenues and proximity fees over sequencer fees [1] - It's assumed that revenues will be used to buy back MEGA on the open market [1] Technology and Innovation - MegaETH aims to be an improved version of Ethereum [1]