andy's journal
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headlines, live shows, clips, takes, and my investing lifestyle journal
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| Date | Subscriber Growth | Mentions | Channels | |
| 05 September | +9 | |||
| 04 September | +19 | |||
| 03 September | +18 | |||
| 02 September | +29 | |||
| 01 September | 0 |
Channel Posts
store of value + revenue meta assets will continue to outperform
we will get pockets of speculative energy that pumps all tokens, but the baseline is the barbell of SoV assets & cashcows
welcome to the new era
| 2 |  No text... | 216 |
| 3 |  perps trading is difficult for 95% of those who lose money
this is one of my equity curves on a small perps account. the big dip is on the pullback we recently had but the issue here is I sized up too hard on perps and got chopped up due to mental games.
fear of loss etc
so when im doing perps in this market, fortunately the majority are low leverage and from a lot lower which means liquidation risk is very very low
this is the biggest thing most traders get wrong with perps (being too close to liquidation levels)
overtrading + overleveraging is not it
note to self | 243 |
| 4 | like I just bought a $1.5m meme on monad cuz cmsholdings did and it’s funny af lol | 356 |
| 5 | If you’re not on fomo yet man it’s time
shit is popping off in buying memes and all sorts of stuff that I can’t tweet about but it’ll be on there
trade with me and get 10% off fees
https://fomo.family/r/andyyy | 362 |
| 6 | Send your friends this link & tell them we are cooking and we’re gonna crush the cycle together
Have a great weekend. Bears are f*cked
t.me/ayyyeandy | 380 |
| 7 | https://x.com/andyyy/status/2095932838663053455?s=52 | 370 |
| 8 |  Absolute hell of a session with Dan Held today on portfolio management, long-term thinking, SpaceX and the current crypto cycle.
Full episode on all channels later this week.
Zoom out and stay long. | 380 |
| 9 | if you're a believer in this industry and sidelined still, you're likely going to start fomo’ing now or very soon
think this is the next cohort of buyers to be honest | 512 |
| 10 | it's almost time for the next big move higher.
this one will be extremely explosive and catch a lot of allocators off sides who have written this entire industry off the last year.
this will be the move that convinces everyone that we are indeed in a new bull cycle.
strap in. | 416 |
| 11 | https://x.com/therollupco/status/2095556755891876166?s=20
we gotta BTC whale comin into the studio today | 434 |
| 12 |  Recorded a pod today with Jake of HyperliquidPC that’s dropping later this week on all channels.
Hyperliquid is coming to the USA 🇺🇸 | 426 |
| 13 | https://x.com/therollupco/status/2095194163495281099?s=20 | 424 |
| 14 |  trading on fomo
for fun and to stay up to pace with rh chain
probs top blasted but whatever
fat fomo airdrop coming for sure in the bull cycle (no inside info just hunch)
10% off fees come vibe
https://fomo.family/r/andyyy | 496 |
| 15 | https://x.com/andyyy/status/2094938254910926925?s=20
broader market takes here from a zoomed out pov
idk man feels like the tides are slowing shifting with macro conditions being more favorable to crypto | 467 |
| 16 | another aave giveaway here
will def give ppl in here over randoms, much luv 🙂
https://x.com/andyyy/status/2094821131475644608 | 446 |
| 17 | PREDICTION: WARSH WILL NOT RAISE IN SEPTEMBER.
From what I heard at Jackson Hole from leading economists and Fed Chair members, December is the likely option if he is to raise.
We think the market is pricing in a hike in September far too aggressively and will be surprised by the lack of a hike.
He hates forward guidance. If he hikes, it'll be obvious his Jackson Hole speech was indeed forward guidance.
Keep it simple.
Lock out rally to continue. Higher. | 481 |
| 18 | https://x.com/therollupco/status/2094476401231659197?s=20
come hang in the chat | 470 |
| 19 | long zec & pump on variational
farming points for 5-6 fig airdrop in bull cycle
best of luck team. super low lev. and just stacking volume to earn pts
https://omni.variational.io/?ref=OMNIROLLUP | 542 |
| 20 |  Yellowstone today | 525 |
