ayyyeandy
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Gm.
Live from Permissionless day 2. Lfg.
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
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.
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.
Trillions.
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
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
S:
Tether
Circle
A:
Hyperliquid
Pumpdotfun
B:
Sky
PancakeSwap
Aerodrome
Ethena
C:
Aave
Uniswap
EtherFi
Phantom
Lido
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.
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.
Asking for a friend.
The demand for stablecoin exposure is far bigger than any of us expected.
Wow.
Wow.
The sentiment on 'VC' tokens today reminds me of reminds me of 2018, but with a unique twist.
Its really, really bad.
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
Great for those who are interested in teams crossing the chasm.
https://www.youtube.com/watch?v=h08-X_E6ThQ
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