ch
Feedback
andy's journal

andy's journal

前往频道在 Telegram

headlines, takes, and investing journal

显示更多
6 550
订阅者
-124 小时
-67
+5330
吸引订阅者
七月 '26
七月 '26
+142
在1个频道中
六月 '26
+38
在1个频道中
Get PRO
五月 '26
+26
在0个频道中
Get PRO
四月 '26
+24
在0个频道中
Get PRO
三月 '26
+35
在0个频道中
Get PRO
二月 '26
+25
在0个频道中
Get PRO
一月 '26
+57
在0个频道中
Get PRO
十二月 '25
+66
在2个频道中
Get PRO
十一月 '25
+37
在0个频道中
Get PRO
十月 '25
+193
在1个频道中
Get PRO
九月 '25
+379
在13个频道中
Get PRO
八月 '25
+747
在7个频道中
Get PRO
七月 '25
+93
在5个频道中
Get PRO
六月 '25
+90
在2个频道中
Get PRO
五月 '25
+34
在3个频道中
Get PRO
四月 '25
+101
在4个频道中
Get PRO
三月 '25
+135
在5个频道中
Get PRO
二月 '25
+153
在5个频道中
Get PRO
一月 '25
+1 169
在9个频道中
Get PRO
十二月 '24
+1 174
在1个频道中
Get PRO
十一月 '24
+337
在4个频道中
Get PRO
十月 '24
+140
在2个频道中
Get PRO
九月 '24
+159
在3个频道中
Get PRO
八月 '24
+111
在4个频道中
Get PRO
七月 '24
+103
在5个频道中
Get PRO
六月 '24
+50
在2个频道中
Get PRO
五月 '24
+142
在2个频道中
Get PRO
四月 '24
+676
在1个频道中
Get PRO
三月 '24
+415
在2个频道中
Get PRO
二月 '24
+1 467
在5个频道中
Get PRO
一月 '24
+1 320
在6个频道中
Get PRO
十二月 '230
在3个频道中
Get PRO
十一月 '230
在1个频道中
Get PRO
十月 '230
在1个频道中
Get PRO
九月 '230
在0个频道中
Get PRO
八月 '230
在0个频道中
Get PRO
七月 '230
在0个频道中
Get PRO
六月 '230
在0个频道中
Get PRO
五月 '230
在0个频道中
Get PRO
四月 '230
在0个频道中
Get PRO
三月 '230
在0个频道中
Get PRO
二月 '230
在0个频道中
Get PRO
一月 '230
在0个频道中
Get PRO
十二月 '220
在0个频道中
Get PRO
十一月 '220
在0个频道中
Get PRO
十月 '220
在0个频道中
Get PRO
九月 '220
在0个频道中
Get PRO
八月 '220
在0个频道中
Get PRO
七月 '22
+3
在0个频道中
Get PRO
六月 '22
+3
在0个频道中
Get PRO
五月 '220
在0个频道中
Get PRO
四月 '22
+4
在0个频道中
Get PRO
三月 '22
+6
在0个频道中
Get PRO
二月 '22
+1
在0个频道中
Get PRO
一月 '22
+8
在0个频道中
Get PRO
十二月 '21
+6
在0个频道中
Get PRO
十一月 '21
+12
在0个频道中
Get PRO
十月 '21
+27
在0个频道中
Get PRO
九月 '21
+15
在0个频道中
Get PRO
八月 '21
+10
在0个频道中
Get PRO
七月 '21
+9
在0个频道中
Get PRO
六月 '21
+13
在0个频道中
Get PRO
五月 '21
+273
在0个频道中
日期
订阅者增长
提及
频道
31 七月0
30 七月0
29 七月+3
28 七月0
27 七月+1
26 七月+3
25 七月0
24 七月0
23 七月+1
22 七月+2
21 七月+1
20 七月+3
19 七月0
18 七月+2
17 七月0
16 七月0
15 七月+3
14 七月0
13 七月0
12 七月+1
11 七月0
10 七月+3
09 七月+5
08 七月+1
07 七月+2
06 七月+3
05 七月+9
04 七月+98
03 七月0
02 七月+1
01 七月0
频道帖子
$PURR is extremely well-positioned with $593M in uPNL and $146M in cash. Will be an outperformer on $HYPE bounces to low 60s-
$PURR is extremely well-positioned with $593M in uPNL and $146M in cash. Will be an outperformer on $HYPE bounces to low 60s-mid 60s. Schamis mode.

2
Hyperliquid is cheaper on earnings per share (token) than Robinhood, Coinbase, and Circle. Bullish.
Hyperliquid is cheaper on earnings per share (token) than Robinhood, Coinbase, and Circle. Bullish.
261
3
Most L1s are completely stuck between narrative chasing, lack of PMF, little to no revenues, a declining userbase of their chain, and layoffs internally. Its rough out there for the previous darling brands of the space...just an observation.
302
4
axis yield vault just opened, new up and coming ethena / sky / yieldcoin competitor different, higher yield (which implies higher risk) and is at $30m/$50m cap already https://x.com/AxisFDN/status/2082467111859859902?s=20
346
5
CEXs are winding down because HL and Lighter are going to eat their lunch and the writing is on the wall already. Only the to
CEXs are winding down because HL and Lighter are going to eat their lunch and the writing is on the wall already. Only the top CEXs will continue to thrive as DEXs introduce far more pairs, better UX, and deeper spreads with more favorable terms. This will only continue to accelerate.
391
6
$ETH strength is extremely notable, especially against the BTC pair. If this starts to lead, we might get a bit of a party on
$ETH strength is extremely notable, especially against the BTC pair. If this starts to lead, we might get a bit of a party on alts in the coming weeks...just when the entire AI trade is unraveling, alts starting to come to life would allow for a massive capital rotation into crypto. One can hope...
386
7
I haven't seen institutional allocators ears perk up and eyes light up about anything like vaults since the BTC and ETF ETF era... Something to note.
372
8
https://x.com/andyyy/status/2081607261554929957?s=20
385
9
Amidst all of the "Base is struggling" rhetoric when compared to Robinhood chain, the onchain numbers don't lie. Been relativ
Amidst all of the "Base is struggling" rhetoric when compared to Robinhood chain, the onchain numbers don't lie. Been relatively steady across revenue, app revenue, stablecoin supply, and TVL throughout this entire bear market. Feels very silly to make any claims about one chain being in trouble due to another's success, but we've all been there before...
378
10
ETHBTC
ETHBTC
363
11
Interesting
359
12
Robinhood, Tempo, Monad and Plume are dominating RWA growth this month. Tokenization will continue to be the primary driver o
Robinhood, Tempo, Monad and Plume are dominating RWA growth this month. Tokenization will continue to be the primary driver of value onchain as we enter this new era of onchain finance driven by new participants, investment firms, and institutional allocators. The winners of this trend (equities & stablecoins, specifically) will be mega valuable. I remain bullish.
391
13
https://x.com/andyyy/status/2080549039054127391?s=20
379
14
The category leaders of crypto's four to five megatrends should be your focus for the next bull cycle. Perps: $HYPE $LIT Tokenization: $ETH $SOL $LINK $SECZ $AERO Stablecoins: $CRCL $SKY $ENA $FRAX Privacy: $ZEC $ZAMA $NEAR Vaults: $MORPHO This is where the majority of institutional allocation will happen, the majority of value will come. Obviously plenty are missing here, but you get the point.
423
15
Top 5 chains by 24hr Chain Fees, according to DeFi Llama: 1. Canton 2. Tron 3. Solana 4. Robinhood Chain 5. Ethereum Canton h
Top 5 chains by 24hr Chain Fees, according to DeFi Llama: 1. Canton 2. Tron 3. Solana 4. Robinhood Chain 5. Ethereum Canton has zero 24h App Revenue, Tron's fees likely come entirely from USDT payments onchain, Solana and Ethereum in a neck and neck race, and of course the new kid on the block RH doing well. Interesting.
412
16
happy friday fam, come hang x or yt https://x.com/therollupco/status/2080701484249878895?s=20
404
17
great catch up video for those curious about robinhood chain ... talked to robinhoods head of crypto in the tokenization tower https://www.youtube.com/watch?v=Tdbat73mbVg
412
18
Every AI company IPO, macro shock, oil fluctuation, presidential speech, FOMC meeting, and just about any geopolitical event is a catalyst for perps and prediction markets to grow in size, awareness, and volume. Its actually insane how this year there's been endless events that end up being bullish for perps venues and their tokens. This is a setup that many will eventually realize but just a small amount of global investors likely see and understand right now. Long and strong. Zoom out.
389
19
Every AI company IPO, macro shock, oil fluctuation, presidential speech, FOMC meeting, and just about any geopolitical event is a catalyst for perps and prediction markets to grow in size, awareness, and volume. Its actually insane how this year there's been endless events that end up being bullish for perps venues and their tokens. This is a setup that many will eventually realize but just a small amount of global investors likely see and understand right now. Long and strong. Zoom out.
1
20
Ethereum is one of the most contrarian bets in the entire industry right now. Funny how that works..
420