Telegram-канал "andy's journal" — @ayyyeandy

andy's journal

26 Feb, 23:10

The good, the bad, and ugly. We covered it all with Kain, live from Hong Kong last week.

Unfiltered and unbiased.

https://youtu.be/EPUMBGKtA_s?si=UgfyA5H1X-uaKeC6

https://open.spotify.com/episode/5snfWXcQA6UrHGoqwMgGgv?si=mbJaIX16RwuREsqiwEhbYw

Kain Warwick on The Crime Cycle, Memes vs. Fundamentals, and SOL vs. ETH Culture

For today’s episode, we look to answer the question “Seriously. What happened to crypto?” alongside Kain. The landscape continues to evolve rapidly as underlying dynamics shift, narratives transform, capital redirects, and new market structures emerge. In today's episode, we sit down with Kain War...

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andy's journal

26 Feb, 20:31

$INIT is coming next month. https://x.com/ayyyeandy/status/1894801413362123082

Andy (@ayyyeandy) on X

Initia Mainnet. March 2025. Confirmed. The interwoven economy is coming 🪢

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andy's journal

26 Feb, 18:34

Insane report on the Bybit hack...

https://docsend.com/view/s/rmdi832mpt8u93s7

Bybit Hack Report

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andy's journal

26 Feb, 17:02

https://x.com/therollupco/status/1894462127005372621?s=52
Ad-free, full episodes available for all The Rollup Edge members on your RSS feed.

New to The Edge? Join us here:

http://members.therollup.co

The Rollup (@therollupco) on X

WTF happened to crypto with @kaiynne from @infinex_app. Ad-free, full episodes available for all The Rollup Edge members on your RSS feed. New to The Edge? Join us here: https://t.co/d5awqDAoMh

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Stay safe out there. It'll all be okay, I still firmly believe 2025 will be a great year for crypto. Day to day swings will take some time to recover from, but frankly, things got way overheated. We flew way too close to the sun and now we pay for it. We will return to fundamentals.

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andy's journal

23 Feb, 20:04

sticker.webp

31.6Кб

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andy's journal

21 Feb, 18:49

https://vxtwitter.com/0xfinish/status/1892956350247850029?s=46&t=YQtVIlG-4NWLzazl997h5A

Bybit hacked. Damnit.

Finish 🏁 (@0xFinish)

Seems that @Bybit_Official hot wallet just got hacked. Though, it's a multi-sign $1.5B worth of $ETH was withdrawn to the new address and is currently being sold More info below ⬇️ https://t.co/GEYYUicl26 【QRT of Whale Alert (@whale_alert):】 '🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 401,346 #ETH (1,133,327,423 USD...

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andy's journal

21 Feb, 13:53

https://x.com/ayyyeandy/status/1892889896999686501?s=52

Andy (@ayyyeandy) on X

The time to be bearish Celestia was at $20 with little traction. The time to be bullish Celestia is at $3, with 10x the traction. Believe in something.

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andy's journal

21 Feb, 11:33

Kaito has me thinking about tokenizing The Rollup in future.

We are similar in some ways…

- large grassroots community
- highly profitable business with PMF
- clear path to growth in 5 years
- difficult to exit (hard to sell a podcast in a traditional way imo)

Stay tuned and make sure you mint our content onchain this year. We will have a lot of opportunities.

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andy's journal

21 Feb, 10:39

00:02

Видео недоступно для предпросмотра

Смотреть в Telegram

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andy's journal

21 Feb, 10:39

Everyone bearish. I'm giga bullish. Max long. Fuck you bears.

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andy's journal

21 Feb, 10:09

Another banger frens. Gm.

https://youtu.be/5BZG4Q7Dzg0?si=11YJmNFOoIXzFzqw

https://x.com/therollupco/status/1892630980978213138?s=46&t=-AO_ZnBOvYN6ivQPE1Dj0w

https://open.spotify.com/episode/5ow1D7ICCq62dWSvpr04OW?si=DwFxxBEWSQWIQcoUQpQWhw

https://podcasts.apple.com/co/podcast/the-rollup/id1523220564?i=1000694386986

Why BlackRock’s BUIDL Fund is Going Multichain

In today's episode, we cover how regulation meets the greater crypto economy. Treasury tokens have evolved from concept to reality, now trading actively in DeFi markets with BlackRock and Securitize leading the transformation. By converting U.S. treasuries into blockchain assets with institutional ...

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andy's journal

20 Feb, 06:11

There’s a natural evolution happening in the crypto space regarding early stage investing from institutional side.

We talked about it w the Vaneck ventures lead and one of their portco’s in this pod. Good one.

https://youtu.be/hqBFwvAFjGI?si=zaa4lfNYZnlTfg_g

https://open.spotify.com/episode/3xdDQpmjiiq7rLnvCJKeWS

The Seismic Shift in Infra Investing with Wyatt Lonergan & Xiang Xie

In today’s episode, we explore the future of building infra for compliance, and the next era of investing following the massive infra wave of 2017-2024. Typically, in crypto there have always been tradeoffs… Want transparency? You lose privacy. Want privacy? Regulators get nervous. Join us as we...

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andy's journal

19 Feb, 11:12

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andy's journal

19 Feb, 10:59

Just spoke to a Web3 lead of one of the big three consulting firms in USA…

“We are very much in the bull market still. The tariffs were an excuse for the market to pull back because of excessive exuberance. BTC strength is signaling that we need to wait a bit longer for a deeper drop, but a few weeks from here the bull resumes”

Do with that what you will. Stay the course.

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andy's journal

18 Feb, 15:54

Репост из: 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

Репост из: 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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andy's journal

17 Feb, 18:44

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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