Andy
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Andy· 2025-09-02 21:54
RT The Rollup (@therollupco)We asked @intern his thoughts on @notthreadguy's tier list yesterday."I think I'm appropriately ranked.""I'd move @0xMert_, objectively I think that has to be true.""I'd probably move @gainzy222 up, he's pretty relevant again."@zachxbt can't be B-list, he's gotta be A.""@frankdegods isn't the fourth guy in all of crypto Twitter, he left for months then came back asking for TV recommendations." ...
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Andy· 2025-09-02 20:11
Crypto Twitter Culture - Crypto Twitter is described as having its own cultural phenomena, resembling a reality TV show experience [1] - The environment is likened to a big high school vibe, which is entertaining to observe from an external perspective [1] - There is a sense of humor and self-awareness within the community, as evidenced by the hope of being included in future lists [1] Technical Analysis & Recognition - The Rollup discusses a list created by @notthreadguy, noting that it omitted several original technical analysis traders [1] - Creating tier lists in the crypto space is acknowledged as a challenging task [1]
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Andy· 2025-09-02 13:39
Founder Qualities - Early-stage investing relies heavily on intuition, often described as "feel the pump," which is difficult to articulate [1] - Founders who stand out psychologically, physically, and possess a chip on their shoulder are often considered promising investments [2] - Trusting intuition is crucial when other factors are uncertain in early-stage investment decisions [2] Investment Strategy - Identifying founders with a strong drive to execute, regardless of circumstances, is a key factor in investment decisions [1] - Assessing a founder's inherent qualities and instincts plays a significant role in early-stage investment [1][2]
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Andy· 2025-09-02 11:19
Crypto is entering its "practical" era.> Institutional capital with longer time horizons> Trenches are mostly cooked> DAOs as legal arbitrage are being broken down> Increasing focus on revenue & sustainability> Token performance dispersion> Decentralization for the sake of it is changing> Issuance and inflation on PoS is being adjusted> Airdrops are increasingly commoditized> Teams being forced to achieve PMF> Apps are in the limelight> Marketing is breaking through traditional mediums rather than just CT> ...