andy2024

The new leaders of the fundamental, revenue-producing onchain business era of the next cycle:
Hyperliquid
Circle
Polymarket
Pump fun
Tether
Lighter
Near
fomo
Aerodrome
Derive
Relay
Aave
Re
Ether fi
Uniswap
Frax
Variational
Chainlink
Morpho
Sky
ORE
The future of this industry is dependent on onchain businesses reaching real PMF, having great economics, and treating tokenholders as first-class citizens.
Nothing more, nothing less. Be more bullish.

When the narrative tides turn, it will be so obvious in hindsight that we all stuck around for good reason.
Fundamentally strong catalysts, prices lagging...

Store of value (BTC/ZEC/ETH?) + revenue-generating onchain businesses (HYPE/PUMP/LIT) barbell should keep outperforming everything else.

This entire market is a beachball underwater.
Send everything so much higher.

Hyperliquid.

Hyperliquid x $200m/year revenue USDC fee switch turns on in 10 days btw

Printing liquid?

Can’t buy L1s and pray for future growth as a strategy anymore.
Apps that print $$$ and SoVs is the way

Can’t buy L1s and pray for future growth as a strategy anymore when onchain apps are making more money, far lower priced, and lesser known.
Update your priors, folks…

The amount of demand on AI secondaries right now is unreal, like pure boomer fomo into frontier labs like we’ve never seen.
Ask me how I know

Robinhood chain is extremely bullish for Ethereum.

I can't believe Michael Dudas is sitting on 12 figs of PUMP tokens and it hasn't even had its first real bull cycle yet.
Unreal scenes

Hyperliquid leading again?
Coins looking absolutely fantastic here.

No one owns enough Zcash.