ayyyeandy

Met @CryptoKaleo tonight.

Can confidently say he is a full on degen and great lad all around.

I am maximum bullish.

We are on the cusp of a major expansion move in crypto. Been waiting since 2022 for what’s coming next.

The world's most powerful people are levering up to buy billions of dollars worth of crypto, and you're...bearish?

BREAKING:

U.S. President Donald Trump's company 'Trump Media and Technology Group' (DJT.O), has officially signed deals with institutional investors to raise about $2.5B in debt to buy Bitcoin.

U.S. President Donald Trump's social media firm confirmed this morning.

Wow.

BREAKING:

Famous rapper ‘Migos’ IG account appears to be hacked and has posted photos of Solana co-founder @rajgokal ID, passport, & more with sensitive info leaked.

Caption reads “you should’ve paid the 40 btc” which reads like a failed bribe.

Really good episode with Jordi just dropped yesterday.

We covered:

> How Market Makers Actually Structure Token Deals
> MicroStrategy's Endgame
> Jordi’s Current Portfolio Allocations
> Why Alt Season Is Dead (For Now)
> How Japan's Bond Crisis Signals Summer Pain Ahead
> Which L1s Have a Future

Enjoy.

Hyperliquid.

If you had friends asking you what coins to buy right now, what would you say??

Bitcoin.

Great episode with Haseeb from last week.

We covered:

- Hunting early-stage gems at Dragonfly while giants like Nakamoto raise $710M for passive BTC exposure
- What Brian Armstrong understood to take Coinbase to the S&P 500
- Whether Robinhood can outmaneuver Solana (or vice versa)
- How Haseeb would respond to Hyperliquid's $6.7B open interest if he were CZ
- Lasting insights from Balaji that still shape his life today

Bull market survival guide:

- Don't share your P&L with anyone
- Set a recurring withdrawal to the bank
- Avoid leverage
- Winners tend to keep outperforming, same for losers
- Comparison to others is how you lose
- If you make life-changing money, sell & don't look back

Were Bitcoin maxis right this whole time???

Recorded an excellent pod in the studio with @mdudas about token launchpads, the state of VC funding and deployment, revenue & fundamentals, and crypto media.

Dropping v soon on @therollupco

Bear market founder:

- Fighting fud
- Shipping tech and integrations
- Building the die hard believers

Bull market founder:

- Impeccable bullposting
- Shape the narrative
- Lead community

If you were CZ watching Hyperliquid hit $8B+ in open interest, what would you do about it???

Will NFTs make a big comeback this year?

Hyperliquid is forcing a market-wide rethinking about token designs which will persist.

In the next 1-2 years, if you're not actively redistributing revenue to users via buybacks or yield, you're NGMI.

I am so excited for the next 6 months for crypto, institutional adoption, The Rollup growth, the inevitable perception change, a few major breakout apps, and the joys of a bullrun.

Its all coming together, can you feel it?

Everyone still bullish on stablecoins or we just gonna act like that never happened??? 👉👈

Recording two podcasts to celebrate ATH day in NYC in the studio with @gametheorizing of @SeliniCapital & @mdudas of @6thManVentures

What do you want me to ask them?