Andy2024

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andy2024

3h ago

🤯🤯🤯
Stablecoin issuers made over $5B in revenue on Ethereum in 2025.
Mostly dominated by Tether and Circle. No wonder why everyone has rushed into wanting to become a stablecoin issuer as of the last 12-18 months.
Spoke to a founder of a highly regarded stablecoin infra company recently and he basically said the margins for launching a new stablecoin have completely compressed.
Unless you have a surefire plan to get to $1-2B in outstanding supply quickly, the numbers just "aren't working" for most new companies trying to issue.
We expect some consolidation in this area in 2026-2027.

ETH-2,37%

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andy2024

9h ago

The negative sentiment in crypto as of late comes mostly from the fear of having created value for the world, yet not figuring out how to capture that value at scale.

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andy2024

23h ago

Very good episode from SF last week with Bitwise CEO on all things ai x crypto, the institutional era of crypto, and his current market outlook.
Great for all investors. Enjoy.

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andy2024

03-05 04:23

Who is the best person to follow for the convergence of legacy finance x crypto crossover???

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andy2024

03-04 23:50

Just landed in NYC, coins absolutely ripping, and I immediately started sprinting instead of walking.
Feels good to be back.
Can't wait to show you the home of our show going forward. Been a very calm week without streaming. Lots of prep behind the scenes.
So close now. More to come.

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andy2024

03-04 06:20

I'm very excited for what's coming for The Rollup.

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andy2024

03-04 00:14

HIP-3 continues to be one of the biggest success stories to come out of this crypto winter.
Firmly expect this to make significant headlines in trad finance media & lead to a market-wide recalculation of the value of 24/7 markets & onchain trading.

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andy2024

03-03 18:00

Visa will soon have "stablecoin settlement volumes" as a part of their revenue on their balance sheets.
Within the end of the decade, it'll be a significant portion of that revenue.

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andy2024

03-02 08:54

The crippling anxiety caused by the speed of major news cycles in 2026 is going to be studied in a mental health journal one day

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andy2024

03-02 05:07

Why do people in Dubai have this odd desire to make it seem like Dubai is the best place to be and they aren't sacrificing anything by living there???
Very weird, almost culty behaivor

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andy2024

03-01 22:52

Hosted the Brave CEO & inventor of JavaScript to discuss the state of ai x crypto, how Brave is using ai tools, prompt injections, privacy and data, and more.
Really insightful. Great for those using Brave & interested in AI.

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andy2024

03-01 19:54

President Trump's weekend war antics fueling the biggest rise of 24/7 tokenized commodity trading ever wasn't on my bingo card for 2026 tbh

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andy2024

03-01 13:31

When did "auramaxxxing" become an actual term people say???

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andy2024

03-01 12:25

> be in crypto
> q4 2025
> suits telling you "4 yr cycle is over, supercycle coming"
> hmmm, what happens next
> 10/10
> DAT implosion
> metals rally, people rotate
> vitalik nukes millions of eth
> trump sells btc
> jane street gets got
> clarity act delayed
> brian armstrong nuking coin stock
> no bid on tokens
> sigh
> 4 year cycle literally plays out
> guy on 4chan called it to the *exact* day
> wondering if its a simulation
> is life a simulation
> why are we still here
> wait
> if 4 yr cycle is right
> and its shortening
> we actually are already pretty far through the tough part
> bea

ETH-2,37%

TRUMP-4,97%

BTC-2,55%

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