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Andy @ayyyeandy on x 67.6K followers
Created: 2025-07-07 13:28:21 UTC
What I’m excited about rn:
- megaETH mainnet in September
- hyperliquid volumes to overtake Binance in a 24hr window
- mainnet launch of top zkVMs: Boundless & Succinct
- ETH sentiment revival, leading to outperformance soon
- turnaround in L2s sentiment
- Celestia native eco adoption (Converge, Ethereal, others)
- monad mainnet
- katana growth of tvl & defi
- lower fed rates for ethena’s USDe to become attractive again
- pudgy penguins further establishing themselves as the face of crypto
- maple’s revenue to keep soaring
- SOL etf followed by new token etfs this year
- rise chain mainnet in Q4
- robinhood chain vs base war
- etherfi cash product to 10x revenues
- btcfi happening on starknet, hemi, and core
- plasma mainnet in Q3
- CLOB wars to continue with GTE, Kuru, Hibachi and others
- the slow but steady rise of crypto x ai with sentient, talus, hyperbolic, openledger, nous, prime intellect & more
- btc dominance slowing down
- korea blockchain week & devconnect in argentina
Zoom out & remain bullish, its easier this way.
XXXXXXX engagements
Related Topics rates fed katana monad ethereal adoption Sentiment boundless