Andy
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Andy· 2025-09-04 07:34
We had two institutional capital allocators on the show to discuss where they think we are in this cycle, the Tom Lee bid, and whether or not the treasury company mania continues into EOY...Summer's over. Wall street is back. Good for investors.https://t.co/pCiud2TWnS ...
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Andy· 2025-09-04 04:16
Arthur Hayes says $3T in stablecoins onchain by 2028.Add other tokenized assets and a rising tide lift all ships setup...things will go bezerk.I expect perp DEX volumes to 10-100x from here into the end of the decade. This means $25M+ profit days for Hyperliquid, Lighter, Reya and others.Perp DEXs are the best biz model in crypto rn.Sticker Dood (Clip Arc) (@EtanBoss):The Rollup Co. looks over the math of what Wall Street coming on-chain would mean w/@0xSimonJones :"Then you're talking about moving a thousa ...
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Andy· 2025-09-03 21:39
RT The Rollup (@therollupco)We asked @tkstanczak (@ethereumfndn) if institutional dominance poses a systemic risk to Ethereum."Think about what happens with capital over time, how resilient this displacement of capital is over tens of years.""They'll maybe say that they don't think too much about the community aspect and the long-term values.""You need both.""That pragmatic practical approach to push for excellence in engineering, and you need also the community and long-term vision." ...