Andy

Search documents
X @Andy
Andy· 2025-07-01 16:26
Key takeaways here:- Vitalik says EF is focused much more strongly on privacy as aligned with OG cypherpunk vision- RWAs seen as important as they improve the “status quo” for onchain usage- Stani is seeing far more interest in using capital in DeFi from insto’s than ever before- Balance between transparency & privacy is the core focus for users- Stani says at the Goldman Sachs conference last week institutions wanted open, transparent finance vs. his expectation of them wanting private finance onlyGood pan ...
X @Andy
Andy· 2025-07-01 15:42
This got spicy. Fun one.The Rollup (@therollupco):NEW EP: Haseeb Qureshi on Proof Of Stake, Revenue, and StablecoinsIn today's episode from our @Permissionless series, @ayyyeandy and @robbie_rollup sit down with @hosseeb to explore:> Why Nominal Yields Don't Beat Real Inflation> How Stablecoins Are Quietly Reshaping https://t.co/Akap7jOnZE ...
X @Andy
Andy· 2025-07-01 15:05
RT The Rollup (@therollupco)NEW EP: Hasseb Qureshi on Proof Of Stake, Revenue, and StablecoinsIn today's episode from our @Permissionless series, @ayyyeandy and @robbie_rollup sit down with @hosseeb to explore:> Why Nominal Yields Don't Beat Real Inflation> How Stablecoins Are Quietly Reshaping Payments> Investing at Intersection of Crypto and TradFi> Haseeb’s Bullish & Bearish Takes> Growth vs Revenue InvestingFull episode links below.Timestamps00:00 Intro00:46 Magic Ad01:13 Starknet Ad01:37 Nominal Yields ...
X @Andy
Andy· 2025-07-01 11:55
How can you post a revenue list without having Hyperliquid on it??? Absurd.Anyways, the industry wide discourse on revenue, profitability, and PMF persists...for the better.Stacy Muur (@stacy_muur):Full list of protocols that have >$1M in generated monthly revenue.Just 36 names.Read this as a map of protocols that achieved a product-market fit.Source: @tokenterminal. https://t.co/q3vqdjC3ff ...
X @Andy
Andy· 2025-07-01 11:01
RT SHΞRKHAN.S◎L (@sherkhantx)I wouldn't be surprised if Coinbase and Robinhood have larger market caps than JPMorgan & Bank of America eventually. Their markets are global & they are crypto technology stack suppliers. Plus banks. Similar to GE being both a bank + industrial conglomerate in the '90's. ...