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Andy· 2025-08-26 01:42
Tom Lee has spoken.Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat):Mark ⁦@MarkNewtonCMT⁩ again at it.➡️Calling ETH bottom to happen in next few hours⁦@fs_insight⁩ ⁦@FundstratCap⁩Tickers: $BMNR $GRNY https://t.co/038efU7cZH ...
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Andy· 2025-08-26 00:34
Talent Acquisition - Crypto is attracting a higher caliber of talent from established firms like Stripe, Revolut, MasterCard, Visa, private equity, funds, and traditional asset managers [1] - This new wave of talent is less driven by ideology and more focused on identifying opportunities and capitalizing on market inefficiencies [1] Market Outlook - The next venture vintage is expected to be highly successful in areas like tokenization, stablecoins, payments, remittances, RWAs, and crypto neobanks [1] - This influx of talent should be very bullish for mainstream adoption of crypto [2] - The focus is shifting towards "boring stuff" that generates the most profit [2]
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Andy· 2025-08-25 23:22
Crypto Market Leverage - Crypto market leverage is significantly lower compared to 2021 levels [1] - DeFi represents a larger percentage of borrow/lend activities than in previous cycles [1] - The quality of leverage is more transparent [1] Centralized Platforms - Absence of large centralized platforms like BlockFi is considered healthy for the market [1]
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Andy· 2025-08-25 22:13
How we doing in week 9 of the revenue meta???If you ask me, its already over and we're now in the treasury company meta... ...
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Andy· 2025-08-25 21:10
RT The Daily Degen (@thedailydegenhq)Seeing talk about @footballdotfun all over the TL and have no idea what's going on?@Grantblocmates gives a great tl/dr on it below -via @therollupco: https://t.co/zycHLko1pg ...
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Andy· 2025-08-25 20:53
RT The Rollup (@therollupco)We asked @LorenzoARK of @ARKinvest how ETH treasury companies will deploy their capital on-chain."For two to three years, we didn't have any Solana or Ethereum DATs.""In the last two to three months, we had a thousand launching.""Public markets are so much bigger than crypto, that is the main appeal of these DATs.""Spot ETFs are probably going to be able to stake less than 50% because of liquidity reasons." ...
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Andy· 2025-08-25 20:08
RT The Rollup (@therollupco)We asked @Grantblocmates (Founder & CEO of @blocmatesdotcom) how the https://t.co/PTeW9TUlBM platform trading mechanism actually works."You deposit USDC on @base, then you get credited gold, it's one to one.""You go into the transfer market and pick up shares of players."You're looking at who's available. It's players from the top five leagues.""The shares credit into your account. You can see your portfolio goes up and down. A lot of people have probably seen the first extreme u ...
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Andy· 2025-08-25 19:31
RT Grant blocmates (@Grantblocmates)live in a few with the fellas ...
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Andy· 2025-08-25 19:25
LIVE.Interviewing Grant (@Grantblocmates), Lorenzo (@LorenzoARK), Rob (@HadickM). See you there.https://t.co/AxtHNcKVmZ ...
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Andy· 2025-08-25 17:40
If you ask me, the strongest looking coin on the entire market is $HYPE rn. ...