Telegram channel "andy's journal" — @ayyyeandy

andy's journal

18 Feb, 15:54

Forward from: unfolded. DeFi

Abstract Chain investigating as some users report wallet drains, apparently related to Cardex — link | tl;dr

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andy's journal

18 Feb, 08:57

Forward from: Kirby Crypto

HyperEVM is live 🔥🫡

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andy's journal

17 Feb, 19:21

Btw. The $Eigen airdrop is coming. But so many people signed up so the amount per wallet will be small😭🤝

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Native rollups have been the most widely accepted form of scaling Ethereum from the EF since the rollup-centric roadmap itself. But why? How do they work? How does it bring value to ETH, the asset?

We discussed in depth here with JD and Fede. Great technical pod.

https://youtu.be/lutSYwknNjQ?si=P0Ab1ez30oTnQzVk

https://open.spotify.com/episode/3IJs9mg3vzwUs7yf8AJyPV?si=aQlD_g8qQRqli55BRTXb4w

Justin Drake & Federico Carrone on Ethereum’s Native Rollup Roadmap

For today’s episode, we take a deep dive into native rollups. While rollups improved Ethereum's scaling, they introduced key challenges like centralized control, MEV extraction, buggy execution, and fragmented liquidity across layers. Luckily, there's a new method aiming to maintain rollup benefit...

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andy's journal

17 Feb, 11:14

Solana REV is going to slowly decline along with user activity, it’ll likely still perform well, but not as well as it has the last 18 months.

Celestia is going to bottom, and start its second cycle. 25x is possible.

Ethereum will rally off institutional money, $10,000 is programmed.

Hyperliquid will do well, maybe better than all the above. $250 isn’t out of the question.

BTC will pump to $200,000+ and nation-states will buy.

RWA tokens like Plume, OM, ONDO, will continue to shine.

AI tokens will have a massive comeback and the new ones (Ritual, Hyperbolic, Allora, Mira) will do well.

Berachain, Story, MegaETH, Monad (if they ever ship) will cook.

DeFi tokens with real cash flows will cook. We’ll see new payouts of revenues to holders.

Cult memes will do well, but most new garbage will never stick.

Not financial advice. Believe in something.

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andy's journal

17 Feb, 11:14

Lfg.

https://x.com/ayyyeandy/status/1891400144853106966?s=46

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andy's journal

15 Feb, 20:32

https://twitter.com/onchainmo/status/1890784151143387502?s=46

moritz (@onchainMo) on X

$KAITO pre-market is now trading at a 1.75B FDV with $1.3M in volume. This puts the value per Yap at the following based on the airdrop percentage allocated to yappers:

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andy's journal

15 Feb, 17:25

https://twitter.com/osf_rekt/status/1890739632020525401?s=52

OSF (@osf_rekt) on X

Looks like Cayman Islands and Bermuda allegedly trying to launch coins today and then both saying they’re going to delay it. Replies are restricted so we can’t even comment. This is the same scam being run by the same people. Don’t fall for it, fk these guys.

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andy's journal

14 Feb, 20:48

Finally, a market bounce. Two weeks of absolute destruction...lets see how this goes

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andy's journal

14 Feb, 19:21

New episode is out!

https://youtu.be/YS0d_yBEShs?si=LIAUQFSD6_rQs-LQ

https://open.spotify.com/episode/7nzNZyPcgaLKLk4BeLxwY8?si=I2U4uyzvSneMz7_392GWBw

How ZK Will Power Bitcoin’s Next Era of Scaling

Bitcoin has dominated crypto, but has remained largely inactive in DeFi. While ETH and Solana lead in onchain activity, a significant amount of BTC remains unused. BitVM introduces a solution. Unlike traditional custodians or multi-sig bridges, it provides a trust-minimized approach to integrating ...

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andy's journal

14 Feb, 17:23

Forward from: Shoal Research Hub

Kaito Announces $KAITO Token & the Release of their Whitepaper

Whitepaper: https://docs.kaito.ai/

Source: https://x.com/_kaitoai/status/1890379872280682548

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andy's journal

14 Feb, 13:22

LMFAOOOOOO

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andy's journal

14 Feb, 13:21

gm

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andy's journal

13 Feb, 20:20

Another banger fam! Fun, more degen and speculative episode!

https://youtu.be/Nze16J5-yVY?si=4eQk6gDscDMIQH1E

https://open.spotify.com/episode/6Z7B4uLFY7922xPsTdjjkE?si=qNYfbtjBT7yhRcowy4pcCA

How Shogun Is Using Intents To Power a New Crypto UX

Moving between chains is a hassle. Whether you're swapping, bridging, or managing liquidity across ecosystems, users face clunky interfaces, slow execution, and unnecessary risks. What if that friction disappeared? Enter Shogun, a trading platform that makes every chain feel like one. Using intent...

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andy's journal

13 Feb, 13:23

Being an angel investor in crypto is NOT as sexy as many make it seem to be.

Lemme explain how these usually play out:

1) Founder asks you to invest at "seed terms or good terms" which means you have the privilege of the opportunity to do so.

2) You invest your own money, no LPs. Opportunity cost now hits in.

3) Locked for 1 year cliff, 3 years vesting.

4) Founder usually expects you to work for free entire time, by shilling or doing BD, calls, or event support.

5) You hope you make money at the end of it, and over 50% of the time, you don't.

It's really quite weird for media/angel investors with an audience dealing with this. Then, when you request contributor or advisory allocation it has such a negative connotation and thus cannot shill and talk publicly about it.

That's not the solution either.

Also, your $10k check isn't doing anything for the team. They have usually raised $5-10M+ already.

Its about skin in the game. However, to me, its easier to just pass now than have to be a "value-add investor" to another team with limited upside.

There's a very weird incentive game playing out here which has led me to just basically say 'no' to everyone, or size up to $25k-$50k on founders I really believe in.

Size up with conviction, or GTFO. Bet the house, or don't bet at all.