Andy2024

ETHDenver year 5 is here. See you all there🫡

Random prediction:
The crypto market structure bill will be passed in Q2.

The company best positioned to dominate ai x crypto is ________

The future of token markets are starting to look a lot more like public equities:
- Transparent accounting structures
- Quarterly earnings calls
- Quarterly reports
-Investor relations & capital markets teams
- 1:1 engagement with largest holders
- Top-down hierachy for product decisions
- Tokenholders have a claim on cashflows & own real equity
This is what makes tokens investable from an institutional capital allocator's perspective.
The market wants to go all in on tokens with clear value accrual mechanisms, and there's not many of them.

Everything you need to know about the latest 'Aave Will Win Framework' proposal from Stani himself.
Rumor mill absolutely on fire as of late. Great for those investing in DeFi. Enjoy this one.

Just received The Digital Chamber's Stablecoin Reward Principles letter.
Here's what you need to know:
The principles are aimed at balancing stablecoin regulation with market innovation, specifically addressing the "yield and interest prohibition" proposed in recent Senate Banking Committee discussions.
This is what got Brian Armstrong fired up, amongst other aspects of the ongoing market structure bill debates.
Its also the main point the banks are using to argue that capital flight will result from yield being enabled to be passed through to holders.
The Digital Chamber is proposing to do a

If you're a liquid fund in crypto without any exposure to Hyperliquid, you're going to be getting some phone calls in the coming weeks to months.

Glad we brought back TPS wars in 2026, really needed something to fight about during this bear market