Andy2024

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The neo finance market map.
100+ companies at the convergence of finance and digital assets.
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The Great Valuation Disconnect.
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I sleep well at night knowing I'm positioned in cash-flowing assets with programmatic buybacks.
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Looking for a guest booking manager / producer for The Rollup.
Someone with a network, hungry to be a crucial part of a new media operation, operates well in a fast-paced environment, prior experience in media, and a desire to win. NYC preferred.
Thanks fam.
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RETURN TO FUNDAMENTALS.
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Happy Friday from The Nest.
Wrapping up a big week with First Digital CEO calling in and the Theo team (Hyperliquid) joining me live in the studio.
See ya on the show 🫡
HYPE-3,76%
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Stablecoins to $500-600B this year, and $1T in 2027.
Every previous bear market has been characterized by a decline in the total stablecoin supply, this one is not.
Its different. Just as the bull market was far different this time around, this bear market will continue to be. The rapid acceleration of stablecoin issuance will continue to drive attention and capital into digital assets as an undeniably important part of the U.S. financial system.
When you throw in the improvements on the AI agents side of things, you start to really understand how this new world is being created, onchain.
Stay
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What are the best subnets on Bittensor???
TAO-0,43%
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Back home in the Tokenization Tower.
Great lineup of guests today with an institutional asset manager from G20, Pantera folks & a Bittensor convo
TAO-0,43%
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“Be sure you put your feet in the right place, then stand firm”
- Abraham Lincoln
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If you had to tell a new institutional investor the most investable companies in the digital assets space, what would you answer?
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My biggest takeaway from DC Blockchain Summit is simple:
If an asset can be tokenized, it will be tokenized.
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LANDMARK WEEK IN DC. LIVE.
Digital assets are not securities, SEC x CFTC joint collaboration, and more with leaders from institutions, policy firms, and more.
See you on the show 🫡
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Key takeaways from DC:
- rumors saying a decision could be reached this week on stablecoin yield
- there’s an FBI agent at this conference
- the new legislation from SEC today was a massive win, everyone here talking about it
- perps, stablecoins, tokenization
- president trump's memecoin and involvement in world liberty is causing a slowdown in CLARITY's passing due to "ethics" concerns
- zero bears in this room, all bulls and long term
- policy is kinda dry, not sure how folks do it all the time
- the CFTC & SEC are far more collaborative than ever before, very bullish for digital asset regs
TRUMP-5,12%
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The future is bright for digital assets.
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Energy in DC is similar to NYC.
Institutional, global asset manager bull market with policymakers, heads of innovation at large banks, and major public companies at scale.
Gotta love it.
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LIVE FROM DC FOR BLOCKCHAIN SUMMIT.
2 days. 15+ speakers, lots of ground to cover across CLARITY, Market Structure Bill, and more.
Lets have some fun for 'Merica 🇺🇸
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10,000 HYPE and a dream.
HYPE-3,76%
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JUST IN: MASTERCARD TO BUY BVNK FOR UP TO $1.8B.
This includes $300m in contingent payments.
Mastercard was behind in digital assets and has since made a strong push with their crypto partner program announced last week, and now their purchase of stablecoin startup BVNK.
Huge exit for them.
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High-quality, revenue generating assets in the categories of tokenization, stablecoins, and perps will dominate the market this year.
Return to fundamentals.
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