Andy2024

gm to everyone who's excited about reshaping the global financial stack with blockchain, stablecoins, and crypto rails underneath 🤙

BTC is now DEEPLY entrenched in global financial market portfolio managers.
ETH is next in line to have its institutional cycle.
The undisputed home of neo finance. Expect to see a lot more inflows in 2026 for Ethereum.

Have a good weekend fam 🤙

90% of my portfolio is shown in this screenshot.
So much higher. The denominator is a zero 🤷‍♂️

Gm.
Every weekday this month I've read in the morning and journaled while watching the sunrise, it's been an extremely calming and energizing experience.
Would recommend 🫡

Gm. Every weekday this month I've read in the morning and journaled while watching the sunset, it's been an extremely calming and energizing experience.
Would recommend.

According to Stablewatch, there was 88 new yield-bearing stablecoins that entered the market in 2025.
The question remains: How will these businesses generating revenue with an ever accelerating decrease in interest rates from the fed?
Did we overindex on the profitability of being a stablecoin issuer because of the success of Circle and Tether???
Given the latest stablecoin specific language in the market structure bull prohibiting yield passing to users, I'd argue yes.
If that reverses, I think we'll see a full cambrian explosion of stablecoins.

This seems siginificant.
Visa’s stablecoin settlement activity is now running at a $4.5B/yr. Demand driven by card programs via neobank platforms that use stablecoins for settlement.
Gemini, Crypto com, EtherFi and a ton of others likely.
Visa does $14.2T/yr so its peanuts still but the growth is enough for them to double down on this line of business and expand into more chains and currencies.
To me, this gives the "green light" of sorts to pretty much any other payment processor to get into this business.
Stablecoin supercyle continues, we are expecting a 50-60% YoY growth for supply in 2026