Andy2024

Consensus Miami will probably be the Token2049 of the US this year

LIVE FROM THE TOWER.
Back on the show to discuss the last few days and update you all on some changes to our market views.
See you on the show

I think Lighter do some numbers in the coming weeks against the rest of the market.

What's the latest on the private credit market cracks???

Consensus Miami roll call??? 🙋‍♂️

The vault curator and risk manager landscape in DeFi is about to undergo a massive change in terms of players, markets, asset types, credit origination & underwriting, and yields.
Vaults are one of the most innovative and exciting parts of the industry rn

Happy Easter fam, wishing you a blessed and relaxed day with loved ones 🙏

Some of these assets have been beaten down 95-98% in the brutal crypto winter with teams have constantly been shipping, new products, and simply will not die that are looking incredibly good here amidst a market-wide pessimism.
Interesting...

LinkedIn is one of the most active channels for our brand right now and if that doesn't tell you where this industry is at right now then idk what will

This will look like the test pump by mid-2027.
Tokenized stocks to $100B at least by then.

What is the potential contagion from the $280M Drift exploit???

Based purely on sentiment alone at EthCC this week and DAS last week, I’m starting to get very bullish again.
Two completely different worlds colliding right now — realist & pragmatic entrepreneurs rising in the native crowd, while large capital allocators are looking for beaten up, fundamentally strong cryptoassets.
Very unique circumstances right now which will likely drive major flows to the right names.
Our job is to find them & have the courage to be a fundamentally strong investor during very pessimistic times.
Almost time to floor it.

EthCC in Cannes this year:
- absolute epic weather
- same bullishness on RWAs, stablecoins, tokenization
- firmly in the era of ‘the professional’ in the space
- nyc is definitely the place to be for the new era
- lot of "in this market?"
- way less hocus pocus
- not much new VC funding coming into small teams
- morning outdoor workouts
- the big clubs aren’t open in the nighttime yet
- canton, tempo, figure, hyperliquid
- eth is better than btc for quantum
- lot of the founders who didn’t raise a series a are in a very hard spot rn
- way better than denver

Mastercard representative just said on a panel at EthCC that cards aren’t great for agentic commerce because of the demand for micropayments & they are seriously considering the massive change in demand profile.
Kinda insane tbh

LIVE FROM DEFI DAY IN CANNES.
Fun day of conversations with builders, founders, and people focused on building really damn good onchain infra.
Enjoy. See you on the show!

Feels like this is going to be a big week.