Andy2024

Bad news:
There is still so much investor overhang on 99% of cryptoassets. 90% of them are in trouble.
Good news:
We will have outliers with major asymmetric outperformance in 2026. We will find them.

2025 Year in Review: RWAs & Tokenization episode just dropped.
What a year for this category. What comes next is a new, burgeoning type of consumer finance apps. Stoked for next year.

Canton leading the institutional rally short term makes sense to me.

2026 is the year of neo finance.
Instead of getting a 0.25% APY in a checking account, you get 6%.
Its a new superset of fintech, with consumer frontends and DeFi backends. Great yield, easy ux, personal finance made easy.

Santa rally is on

Merry Christmas fam, love you guys 🎄🎅

Lighter token launch will be…?

RETURN TO FUNDAMENTALS.

We hosted the creator of Groth-16 proofs & Jan Camenisch to discuss the importance of privacy & verifiability onchain.
Just dropped. Great for those interested in the privacy narrative.

Every team in crypto needs an institutional sales team.
It's a non-negotiable in today's era.

We hosted the @stablewatchHQ team to do a 2025: Stablecoins Year in Review episode.
Great for all investors interested in yield, stables, and more.

Who's side are you on???

I spent my last semester of university working out of the library 8-12 hours/day, and dropped out with a 2.01 GPA.
This was in 2019. 7 years later, feels like one of the best decisions of my early career. Blessed.