ayyyeandy

Gm.

Live from Permissionless day 2. Lfg.

Will Singapore lost its spot as a crypto hub after the aggressive licensing regulations this month???

It’s time for crypto to cross the chasm.

Recorded a good pod with Jeremy & Tim from Boundless about ZK mining, the rise of verifiable computation and what's coming next for Boundless (hint: mainnet).

Good for those interested in tech.

https://www.youtube.com/watch?v=Rj9axxtUflU

The two most consensus bets for 2025 are stablecoins & tokenization.

Very boring for crypto natives, very appealing for institutions.

Circle is Wall Streets best bet to get exposure to the inevitable 10x in the metrics below.

Trillions.

Bitcoin is a socially accepted term nowadays.

‘Crypto’ just isn’t. Trust me.

Which part of the stablecoin supply chain is most ripe for new entrants to oust incumbents???

My bet is at the very top. Those who own the end user relationship, distribution is king.

The divergence between institutional capital allocation in our industry & the performance of 99% of tokens has never been worse.

Invested in many early stage rounds over the past 18 months 🤝 capital I hope to see again one day lmao

Robinhood has a big crypto announcement in the coming weeks, these are the two biggest rumors...

1. Launching their own chain and connecting it to the Robinhood app

2. Building on Solana & Arbitrum to bring new tokens/tradable assets onto their platform

Is the CLOB Wars debate one of the most pressing versions of 'modular vs. monolithic' we've seen so far for onchain apps???

Revenue meta tier list:

S:
Tether
Circle

A:
Hyperliquid
Pumpdotfun

B:
Sky
PancakeSwap
Aerodrome
Ethena

C:
Aave
Uniswap
EtherFi
Phantom
Lido

Had a great pod with Arthur Hayes & Mike from EtherFi about the macro backdrop leading to Bitcoin & crypto bull cycle, DeFi fundamentals, and the state of revenues onchain.

Good for investors and builders.

https://www.youtube.com/watch?v=mzv-cl2UjKY

Its 2025.

People need a good damn reason to buy your token over any other asset. You need to give it to them and make it clear.

WE ARE GOING TO SHOW THE WORLD HOW TO WIN WITH DIGITAL ASSETS LIKE NEVER BEFORE!

Is this bullish???

Asking for a friend.

The demand for stablecoin exposure is far bigger than any of us expected.

Wow.

The sentiment on 'VC' tokens today reminds me of reminds me of 2018, but with a unique twist.

Its really, really bad.

Had a great convo with Luca & Michael from Abstract about the consumer crypto vision, what partnering with major brands looks like, and what building a novel ecosystem looks like.

Great for those who are interested in teams crossing the chasm.

https://www.youtube.com/watch?v=h08-X_E6ThQ