[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ayyyeandy Andy Andy posts on X about pudgypenguins, hyperliquid, ethereum, celestia the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1046811588752285699/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +61% - X Months XXXXXXXXXX +62% - X Year XXXXXXXXXX +122% ### Mentions: XXX [#](/creator/twitter::1046811588752285699/posts_active)  - X Week XXX +1.50% - X Month XXX +153% - X Months XXXXX +10% - X Year XXXXX +48% ### Followers: XXXXXX [#](/creator/twitter::1046811588752285699/followers)  - X Week XXXXXX +0.63% - X Month XXXXXX +3.70% - X Months XXXXXX +23% - X Year XXXXXX +66% ### CreatorRank: XXXXXXX [#](/creator/twitter::1046811588752285699/influencer_rank)  ### Social Influence [#](/creator/twitter::1046811588752285699/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #968 [finance](/list/finance) XXXX% [exchanges](/list/exchanges) XXXX% [nfts](/list/nfts) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% [events](/list/events) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [pudgypenguins](/topic/pudgypenguins) 4.22%, [hyperliquid](/topic/hyperliquid) 3.38%, [ethereum](/topic/ethereum) #196, [celestia](/topic/celestia) 2.53%, [onchain](/topic/onchain) #286, [penguins](/topic/penguins) #56, [ticker](/topic/ticker) 1.69%, [bitcoin](/topic/bitcoin) 1.69%, [$hood](/topic/$hood) 1.69%, [mainnet](/topic/mainnet) XXXX% **Top accounts mentioned or mentioned by** [@therollupco](/creator/undefined) [@pudgypenguins](/creator/undefined) [@chainyoda](/creator/undefined) [@0x_zkfbg](/creator/undefined) [@defiignas](/creator/undefined) [@pantheraoa](/creator/undefined) [@yawaradoteth](/creator/undefined) [@nomaticcap](/creator/undefined) [@furan86999](/creator/undefined) [@xatacrypt](/creator/undefined) [@dieterthemieter](/creator/undefined) [@alvaraprotocol](/creator/undefined) [@ashishknows](/creator/undefined) [@robbierollup](/creator/undefined) [@dinomaxzk](/creator/undefined) [@ubong_ephraim](/creator/undefined) [@brave_raf](/creator/undefined) [@gro3_](/creator/undefined) [@notegoyard](/creator/undefined) [@btcoindown](/creator/undefined) **Top assets mentioned** [Pudgy Penguins (pudgypenguins)](/topic/pudgypenguins) [Ethereum (ETH)](/topic/ethereum) [Celestia (TIA)](/topic/celestia) [Bitcoin (BTC)](/topic/bitcoin) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Solana (SOL)](/topic/solana) [Pudgy Penguins (PENGU)](/topic/pudgy-penguins) [StarkNet (STRK)](/topic/starknet) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [zkSync (ZK)](/topic/zksync) [Chainlink (LINK)](/topic/chainlink) [Cronos (CRO)](/topic/cronos) [Ctrl Wallet (CTRL)](/topic/$ctrl) [Parcl (PRCL)](/topic/parcl) [BlackRock Inc (BLK)](/topic/blackrock) [Mastercard, Inc. (MA)](/topic/$ma) ### Top Social Posts [#](/creator/twitter::1046811588752285699/posts) --- Top posts by engagements in the last XX hours "Will Aave launch their own chain in the next XX months"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942132067459797219) 2025-07-07 08:02:22 UTC 67.1K followers, 23.4K engagements "Does anyone know if Jon bought $ETH yet 😂"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945489607090479370) 2025-07-16 14:24:02 UTC 67.1K followers, 4727 engagements "Crypto was born for this moment in history. The denominator is worthless"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1943955079331029099) 2025-07-12 08:46:22 UTC 67.1K followers, 6875 engagements "Tokenization mania incoming. Stablecoin supercycle is in progress. Powered by Circle Tether Ethereum Aptos zkSync Ethena Sky Aave Chainlink Morpho Frax RedStone Maple Securitize Paxos Ondo Plasma and many more"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942946431288930345) 2025-07-09 13:58:22 UTC 67.1K followers, 59.5K engagements "Another great pod from our @Permissionless series 🫡"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1943311232469209505) 2025-07-10 14:07:57 UTC 67.1K followers, 2356 engagements "Cannes is absolutely one of the best locations for a conference I've been to. Easy ubers. Everyone is happy. A bit hot but no stress about what attire to wear. Beautiful sunsets. Feels very safe. 9/10"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1940047065377026388) 2025-07-01 13:57:19 UTC 67.1K followers, 32.9K engagements "90% of investment bankers making on Wall Street have no clue what perpetual futures are. They will buy Hyperliquid from us in the next X months"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1943023432846680301) 2025-07-09 19:04:20 UTC 67.1K followers, 7348 engagements "Streams back on @therollupco TV tomorrow. Coop will join us to discuss songcoins along with a big announcement from Union CEO Karel and a chat with Michael of Securitize. Cya there 🫡"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944876094911295733) 2025-07-14 21:46:09 UTC 67.2K followers, 4385 engagements "It seems like the AI slop and bots on this app is just accelerating towards it becoming completely unusable. Sad"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945219677518471578) 2025-07-15 20:31:26 UTC 67.1K followers, 9155 engagements "Which ecosystem are you most bullish on for 2025"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1864928591533752405) 2024-12-06 07:03:19 UTC 67K followers, 67.3K engagements "ETHCC takeaways: - stablecoins stablecoins stablecoins - robinhood & arbitrum won the mindshare of the entire week - polygon brand feels back with Katana and just general feel - ethereum DeFi is in its strongest form since inception - nftswell havent heard a single thing about them - aave ethena etherfi are winning mindshare & real adoption - everyone wants to focus on institutional & compliant DeFifeels like a necessary evil - havent heard any ETH to $10K targets probs bullish - ppl are relaxed but focused even being in Cannes - lots of new projects Ive not heard of"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1940430807409029173) 2025-07-02 15:22:10 UTC 67.1K followers, 88.7K engagements "Ethereum scaling the L1 is massively helpful to realize the rollup-centric roadmap"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945250115934945729) 2025-07-15 22:32:23 UTC 67.1K followers, 3000 engagements "Yes all of this matters for ETH but IMO the narrative for Wall Street is clear. ETH staking ETFs are getting ready to go live. Once these do ETH becomes a 'first of its kind' investment opportunity for non-crypto native investors: It has commodity properties like gold/silver (its used for gas). It has equity properties like NVDIA AMZN (it trades like a tech stock). It has yield properties like dividend investments (it pays a staking yield of 2-4%). It is the best way to get exposure to the stablecoin expansion that most big firms are embracing. Always remember price leads narrative not the"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944695233045762325) 2025-07-14 09:47:28 UTC 67.1K followers, 15.4K engagements "@OndoFinance @strangelovelabs Congrats @jackzampolin 🔥"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944779876902244381) 2025-07-14 15:23:49 UTC 67.1K followers, XXX engagements "Crypto marketing 101: Taking too long to ship a product while marketing it heavily for a long time prior is a recipe for very negative community sentiment"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942171350099001427) 2025-07-07 10:38:28 UTC 67.1K followers, 31.7K engagements "Attention is more valuable than anything else in bull markets"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944842188443000903) 2025-07-14 19:31:25 UTC 67.1K followers, 17.3K engagements "Big week for crypto x AI ahead. Get some rest"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944389733041176651) 2025-07-13 13:33:32 UTC 67K followers, 8526 engagements "Total stablecoin marketcap today $241.5B Total stablecoin marketcap by end of 2026 $1.5T"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1943339292123615579) 2025-07-10 15:59:27 UTC 67.1K followers, 11K engagements "Pudgy Penguins will lead the way. The rest will follow eventually"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944014655359172904) 2025-07-12 12:43:06 UTC 67K followers, 15.9K engagements "Pudgy Penguins will be one of the great unifying forces of the culture of our industry"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944444966253584642) 2025-07-13 17:13:00 UTC 67K followers, 5861 engagements "@DefiIgnas Haha thats one way to put it. Then you look at stablecoin supply on mainnet and it tells a story that's clearly based on onchain data"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944695935818199535) 2025-07-14 09:50:16 UTC 67.1K followers, XXX engagements "@_WOO_X @pudgypenguins incredibly bullish"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945131745512169932) 2025-07-15 14:42:01 UTC 67K followers, XX engagements "Like it or not Pumpdotfun's launch further established 'onchain' as the best place for capital formation & price discovery. DeFi will win"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945120538268963120) 2025-07-15 13:57:29 UTC 67.1K followers, 4008 engagements "Top Pre-TGE projects over the last X months according to @KaitoAI: X. @infinex X. @OpenledgerHQ X. @monad Crazy how MegaETH Abstract Camp are much lower"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945454236617101370) 2025-07-16 12:03:29 UTC 67.1K followers, 5228 engagements "How do we keep the core principles and ethos of our space while building compliant DeFi for institutional and TradFi customers"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942033181177250002) 2025-07-07 01:29:26 UTC 67K followers, 17.4K engagements "JUST IN: Truth Social owned by Trump Media & Technology Group files S-1 for crypto blue chip ETF. BTC ETH SOL XRP and CRO all listed in the ETF"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942564226020589901) 2025-07-08 12:39:37 UTC 67.1K followers, 88.4K engagements "I asked the 2nd hire at Grayscale what it was like working with Barry "big week" Silbert & what he learned from running a multi-billion dollar fund"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945436498423107894) 2025-07-16 10:53:00 UTC 67.1K followers, 2265 engagements "Saylor buying more BTC. Lubin buying more ETH. Welcome to the mania phase of the cycle how long it lasts is unknown but theres likely a lot of gains ahead for those focused"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944375060963230007) 2025-07-13 12:35:13 UTC 67K followers, 7044 engagements "RWA Tier List Q3 2025: S: BlackRock Securitize Tether Circle A: Ondo Paxos Sky Ethena B: Superstate Tradable Spiko C: Centrifuge Backed Finance Mercado Bitcoin D: Tron Stellar F: Ripple"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1943264781202342305) 2025-07-10 11:03:22 UTC 67.1K followers, 34.3K engagements "PUMP token is officially launching in one hour. Much faster than anyone expected imo. No clue what to think here but I think consensus is overly bearish"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944789779301683678) 2025-07-14 16:03:10 UTC 67.1K followers, 7149 engagements "@yannisDeFi They want full control of everything & want to launch their own token Dunno. Who knows"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944818621613588542) 2025-07-14 17:57:47 UTC 67.1K followers, XXX engagements "YOU NEED REVENUE. Mike was completely unfiltered and dropped some bombs about his views on memes pumpdotfun revenue and why he's all in on apps over infra. Very good episode enjoyed. Also shoutout to Mike for being an early investor in Pump. What a return"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1930248118185959864) 2025-06-04 12:59:48 UTC 67K followers, 22.4K engagements "@rektdiomedes Pump is the current one. Next week theres a different one. Penguins winning it all rn tho"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944849517347791012) 2025-07-14 20:00:33 UTC 67.2K followers, XXX engagements "Arbitrum won Robinhood but the race is far from over. Fidelity. Visa. Mastercard. FanDuel. DraftKings. Stripe. eToro. Revolut. They will all come onchain next"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942390290586681510) 2025-07-08 01:08:27 UTC 67.2K followers, 43.3K engagements ""our plan is to Kill Facebook TikTok and Twitch. On Solana." XX% of rev back to PUMP holders. Cashflow generating token with clear distributions to tokenholders. Welcome to the 'new' era of tokens. See you in the trenches"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942971530217943118) 2025-07-09 15:38:06 UTC 67.1K followers, 18.6K engagements "Great pod with SY from Story about how he plans to grow the onchain IP market his takes on an upcoming AI launch and where he sees this sector headed. Good for builders & investors"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945377450831020110) 2025-07-16 06:58:22 UTC 67.1K followers, 3408 engagements "WERE BACK. CRYPTO WEEK IN USA. Let's have a fun stream🫡"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945179968700363166) 2025-07-15 17:53:38 UTC 67.1K followers, 19.3K engagements "Like bro And Im seeing this on so many other accounts too now"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945221781633007870) 2025-07-15 20:39:47 UTC 67.1K followers, 1575 engagements "Full house at DeFi Summer Day for the Stani x Vitalik panel"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1940079774036369757) 2025-07-01 16:07:17 UTC 67.1K followers, 72.2K engagements "You can differentiate yourself in crypto by: - making your early community rich - focusing on a specific niche market segment for user base & crafting messaging which speaks directly to them - thinking 5+ years out - having very strong founder-led marketing - not selling out - creating new distribution on TikTok IG LinkedIn - winning institutional relationships - prioritizing your token performance & not pretending like it doesnt matter - crafting a unique emotional side of the brand - throwing the best parties There are many ways to build a solid brand it just takes effort and thinking"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1941652648115007787) 2025-07-06 00:17:20 UTC 67K followers, 26K engagements "The ticker is ______ (Fundamentals only meme shills will be blocked)"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1891749376810164235) 2025-02-18 07:19:33 UTC 67.1K followers, 119.5K engagements "The current crypto VC investing barbell: 1) Tokenization & stablecoins: There is a new cohort of founders entering the industry with backgrounds from Stripe PayPal Meta and others. These founders are extremely impressive on paper have strong experience with fintech and understand how to build real revenue-producing businesses at scale. Investing in this category requires an understanding of traditional payment rails the entire money transfer process and where there is room for disruption. It also requires understanding of distribution in the TradFi/regulated products space. This is not"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942904402009858073) 2025-07-09 11:11:21 UTC 67.1K followers, 31.9K engagements "Hot take: Only XX% of the current projects today will survive the next bear market"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1920965372271870374) 2025-05-09 22:13:29 UTC 67K followers, 54K engagements "Ethereum looking absolutely fantastic here"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945238515282849816) 2025-07-15 21:46:17 UTC 67.1K followers, 9847 engagements "Stripe is still yet to make their announcement but various sources have confirmed it's likely to be launching their own chain. Expecting some official comms on their end this quarter. It's a race for them"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944800136892174501) 2025-07-14 16:44:19 UTC 67.1K followers, 19.5K engagements "Just went live from Sweden back on my nomad grind 😂"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945206783900782999) 2025-07-15 19:40:12 UTC 67.1K followers, 3811 engagements "HYPE at $X the minute it launched may end up being my best investment ever. Hyperliquid"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944367688060420169) 2025-07-13 12:05:56 UTC 67.1K followers, 18.1K engagements "When you hear RWAs you should think Ethereum"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1943543038875242924) 2025-07-11 05:29:04 UTC 67.1K followers, 35.1K engagements "JUST IN: Phantom launches Phantom Perps using Hyperliquid as the liquidity underneath. Massive win for distribution for Hyperliquid and will bring a whole new set of users into perps. Huge"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942633171943588210) 2025-07-08 17:13:35 UTC 67.2K followers, 6929 engagements "@therollupco @I_1337_I @helloSQD Good ep Marcel🫡"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1941501135149486122) 2025-07-05 14:15:16 UTC 67K followers, XXX engagements "Robinhood didnt launch on Solana because they didnt want to leak MEV to validators. They wanted to be a landlord not a tenant"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1941437846411411860) 2025-07-05 10:03:47 UTC 67K followers, 121.5K engagements "For better or for worse there will eventually be markets for everything. Creators artists celebrities athletes opinions dares predictions and much much more. Hyperfinancialization"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945527166239707250) 2025-07-16 16:53:17 UTC 67.1K followers, 9852 engagements "Delusional bulls are winning rn. Pessimists are in disbelief"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944494672891801668) 2025-07-13 20:30:31 UTC 67.2K followers, 8298 engagements "Looks good send it. ETH pumps people speculate on NFTs repeat. Don't fade. Penguins will keep leading imo"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945413178344493155) 2025-07-16 09:20:20 UTC 67.1K followers, 4778 engagements "Was a pleasure to have Anand on been friends with him for a few years and watching his journey has been great. We met in NYC and had a great convo about crypto x ai investing in this sector how his fund is allocating and thinking bigger picture about the opportunity here. Great for VCs investors and those thinking about the opportunity around AGI & ai x crypto"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944763731797262336) 2025-07-14 14:19:40 UTC 67.1K followers, 5216 engagements "Update: Its been tossed around that they will launch an L1 rather than follow Robinhood's footsteps with an L2. No official confirmation here yet but I've heard this from multiple sources (in person and in DMs). Robinhood vs. Coinbase for now. Soon Stripe enters the game"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1941850965453267089) 2025-07-06 13:25:22 UTC 67.1K followers, 23.6K engagements "My freshman year college roommate who got us into BTC at $1K or so just texted me lastnight. Lesson Stop trading & believe in something"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944725917642772640) 2025-07-14 11:49:24 UTC 67.2K followers, 5714 engagements "Its becoming more clear to me than ever that the endgame of all blockchain design lies in horizontal scaling modularity and extremely good cross-chain interop. We can't scale with more single state machines we must go modular"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1866384490265722889) 2024-12-10 07:28:32 UTC 67.1K followers, 44.5K engagements "@olliegarch @EkuboProtocol @Starknet Ekubo"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942867502712639533) 2025-07-09 08:44:44 UTC 67.1K followers, 1176 engagements "Hot take: NFTs will come back in a massive way this year & XX% of CT will completely miss it"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1943725065050223033) 2025-07-11 17:32:22 UTC 67K followers, 45.2K engagements "What Im 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 ethenas USDe to become attractive again - pudgy penguins further establishing themselves as the face of crypto - maples revenue to keep soaring - SOL etf followed by new token etfs this year - rise chain mainnet in Q4 -"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942214104128664039) 2025-07-07 13:28:21 UTC 67.2K followers, 138.7K engagements "The most hated asset in crypto rn is ____"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942348234120130872) 2025-07-07 22:21:20 UTC 67.1K followers, 24.1K engagements "Excited to see Reya bring their technical differentiators to market. TLDR; Perps trading specific based rollup using hybrid blobs/Celestia for DA with insanely high throughput and low latency. Unique node execution parameters and MEV protection built in. Invested in this well over a year ago through our fund and now am getting stoked to see them now hitting $20M+/day in volume. $100M/day soon. The appchain thesis lives to see another day. Bullish"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944751525114302633) 2025-07-14 13:31:09 UTC 67.2K followers, 5770 engagements "Far less narratives this time around in the Ethereum community. Much more focus on product distribution and realism. This is healthy"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1940756143967715640) 2025-07-03 12:54:56 UTC 67K followers, 9520 engagements "Great episode with @santiagoroel from our @Permissionless series. A mix of market insights takes on investing and life and broader thesis development around @inversion_cap as a crypto-powered business"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942294703585604050) 2025-07-07 18:48:38 UTC 67.1K followers, 12.2K engagements "@MikeSilagadze Limits set top (not in) the best yet to come etc etc 🫡"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944445347993964551) 2025-07-13 17:14:31 UTC 67K followers, XXX engagements "Crypto treasury companies = upcoming expensive lesson"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944330168572452966) 2025-07-13 09:36:50 UTC 67K followers, 9237 engagements "@rostyketh yeah that is the major differentiator between btceth and the rest of the market at large im bullish eth but we all know how the ultra bull goes.usually the not so great stuff outperforms"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945071854688899268) 2025-07-15 10:44:02 UTC 67.1K followers, XX engagements "@chriseyin think were gonna double the stablecoin supply by EOY tbh"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945066775655088545) 2025-07-15 10:23:51 UTC 67.1K followers, XX engagements "The GENIUS act passing is extremely bullish for ETH. Watch"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945147637151207734) 2025-07-15 15:45:10 UTC 67.1K followers, 12.2K engagements "@doctor_dickbutt Unsure I excluded it on purpose as I think the L1 vs L2 stuff is silly but Ive heard L1"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944800928122450169) 2025-07-14 16:47:28 UTC 67.1K followers, XXX engagements "What upcoming launch are you most bullish on"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1915252947090317796) 2025-04-24 03:54:20 UTC 67.1K followers, 49K engagements "@bitcoinPalmer yes always has been this way speculation/ degen fintech/stable barbell strategy"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945569358995972479) 2025-07-16 19:40:56 UTC 67.1K followers, XXX engagements "@vertex_protocol @inkonchain congrats guys"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942593828893929566) 2025-07-08 14:37:15 UTC 67.2K followers, XXX engagements "Aave is a sleeping giant. Maple has exploded. Euler is the comeback story of the year. Sky is a money printer. Maker is back and pumping. Unichain is live. Yield Basis mainnet soon. Fluid is crushing. Hyperliquid dominating perps. DeFi has returned in a massive way. Embrace it. Open finance is here to stay"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1934348538751656249) 2025-06-15 20:33:24 UTC 67.1K followers, 141.7K engagements "We are going to see plenty more 9-fig ICOs before this cycle ends"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944316594705883444) 2025-07-13 08:42:54 UTC 67K followers, 12.6K engagements "Institutions want Bitcoin yield & they want it now"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944438737368199223) 2025-07-13 16:48:15 UTC 67K followers, 14.5K engagements "I've never seen a timeline takeover like what the Pudgy Penguins PFP have done this past weekend. Insane"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945038715065167964) 2025-07-15 08:32:21 UTC 67.1K followers, 6761 engagements "People are VERY aware that early stage venture isnt guaranteed wins anymore. Prominent angel investors are in group chats saying "I'm not doing angel investing right now" & VCs are being far more picky. What are the second and third order effects of this"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945545057873895744) 2025-07-16 18:04:22 UTC 67.1K followers, 10.5K engagements "Teams which are well positioned for the CLOB wars: Hyperliquid Bullet Hibachi MegaETH Celestia Monad RISE Kuru Perpl Avon Vertex"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1932995190354293090) 2025-06-12 02:55:41 UTC 67K followers, 82.2K engagements "My new favorite data platform is @RWA_xyz and it's not really close 🤷♂"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1943760562426401041) 2025-07-11 19:53:26 UTC 67.1K followers, 5326 engagements "Had a great convo with Sid of Maple Finance recently about their meteoric comeback rise to multi-billions in TVL and whats to come for their onchain asset management product suite. Fundamentals matter. Good for investors"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944989891407794221) 2025-07-15 05:18:20 UTC 67.1K followers, 4895 engagements "@NumberOnePengu @pudgypenguins This is an incredible way to bull post"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1944343845304426900) 2025-07-13 10:31:11 UTC 67K followers, XXX engagements "2025: - stablecoins - tokenization of everything - institutional compliant DeFi - launchpads - fintech chain launches - crypto m&a - ETFs for dozens of tokens 2026: - crypto-powered businesses - hundreds more chains - $10T total marketcap - trillions of $$$ of stablecoin volumes - perps volume options volume in TradFi - use stablecoins to pay for anything"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942253364135223692) 2025-07-07 16:04:21 UTC 67.1K followers, 32.9K engagements "Top Ethereum L2s by TPS today: X. Base X. Molten Network X. Polygon PoS X. Arbitrum One X. Gravity X. Worldchain X. Unichain X. Ethereum (L1) X. Xai XX. OP Mainnet XX. Ink XX. WINR XX. Abstractt XX. Proof of Play (Boss) XX. Plume Total TPS averaging around XXX. Higher"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942523418055762065) 2025-07-08 09:57:27 UTC 67.1K followers, 20.7K engagements "Dropped a pod with Santi about his stablecoin & DePIN thesis private vs. liquid markets investing psychology and what he's bullish/bearish on. Good for VCs builders speculators"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1942757703652126939) 2025-07-09 01:28:25 UTC 67.1K followers, 4151 engagements "Gonna get ripped a new one but. Celestia has been unfairly singled out as the scapegoat for VC negligence compared to XXXX% of projects with very similar tokenomics charts VC reckonings market making games and unlocked staking rewards. In this case Polychain is nuking on everyone's heads and there's nothing you can really do about it. They have destroyed the chart. Few more months until unlocks aggressively slow down and they stop dumping. Otherwise they clearly don't care about anyone who's holding and don't want to participate in the next era of growth for the protocol. In addition to this"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1941588491906773003) 2025-07-05 20:02:24 UTC 67.2K followers, 128.5K engagements "Very strong consensus opinion here. I'm skeptical"  [@ayyyeandy](/creator/x/ayyyeandy) on [X](/post/tweet/1945070335713534377) 2025-07-15 10:38:00 UTC 67.1K followers, 9259 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Andy posts on X about pudgypenguins, hyperliquid, ethereum, celestia the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence cryptocurrencies #968 finance XXXX% exchanges XXXX% nfts XXXX% stocks XXXX% technology brands XXXX% social networks XXXX% countries XXXX% events XXXX% automotive brands XXXX%
Social topic influence pudgypenguins 4.22%, hyperliquid 3.38%, ethereum #196, celestia 2.53%, onchain #286, penguins #56, ticker 1.69%, bitcoin 1.69%, $hood 1.69%, mainnet XXXX%
Top accounts mentioned or mentioned by @therollupco @pudgypenguins @chainyoda @0x_zkfbg @defiignas @pantheraoa @yawaradoteth @nomaticcap @furan86999 @xatacrypt @dieterthemieter @alvaraprotocol @ashishknows @robbierollup @dinomaxzk @ubong_ephraim @brave_raf @gro3_ @notegoyard @btcoindown
Top assets mentioned Pudgy Penguins (pudgypenguins) Ethereum (ETH) Celestia (TIA) Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) Solana (SOL) Pudgy Penguins (PENGU) StarkNet (STRK) PumpBTC (Governance token) (PUMP) zkSync (ZK) Chainlink (LINK) Cronos (CRO) Ctrl Wallet (CTRL) Parcl (PRCL) BlackRock Inc (BLK) Mastercard, Inc. (MA)
Top posts by engagements in the last XX hours
"Will Aave launch their own chain in the next XX months" @ayyyeandy on X 2025-07-07 08:02:22 UTC 67.1K followers, 23.4K engagements
"Does anyone know if Jon bought $ETH yet 😂" @ayyyeandy on X 2025-07-16 14:24:02 UTC 67.1K followers, 4727 engagements
"Crypto was born for this moment in history. The denominator is worthless" @ayyyeandy on X 2025-07-12 08:46:22 UTC 67.1K followers, 6875 engagements
"Tokenization mania incoming. Stablecoin supercycle is in progress. Powered by Circle Tether Ethereum Aptos zkSync Ethena Sky Aave Chainlink Morpho Frax RedStone Maple Securitize Paxos Ondo Plasma and many more" @ayyyeandy on X 2025-07-09 13:58:22 UTC 67.1K followers, 59.5K engagements
"Another great pod from our @Permissionless series 🫡" @ayyyeandy on X 2025-07-10 14:07:57 UTC 67.1K followers, 2356 engagements
"Cannes is absolutely one of the best locations for a conference I've been to. Easy ubers. Everyone is happy. A bit hot but no stress about what attire to wear. Beautiful sunsets. Feels very safe. 9/10" @ayyyeandy on X 2025-07-01 13:57:19 UTC 67.1K followers, 32.9K engagements
"90% of investment bankers making on Wall Street have no clue what perpetual futures are. They will buy Hyperliquid from us in the next X months" @ayyyeandy on X 2025-07-09 19:04:20 UTC 67.1K followers, 7348 engagements
"Streams back on @therollupco TV tomorrow. Coop will join us to discuss songcoins along with a big announcement from Union CEO Karel and a chat with Michael of Securitize. Cya there 🫡" @ayyyeandy on X 2025-07-14 21:46:09 UTC 67.2K followers, 4385 engagements
"It seems like the AI slop and bots on this app is just accelerating towards it becoming completely unusable. Sad" @ayyyeandy on X 2025-07-15 20:31:26 UTC 67.1K followers, 9155 engagements
"Which ecosystem are you most bullish on for 2025" @ayyyeandy on X 2024-12-06 07:03:19 UTC 67K followers, 67.3K engagements
"ETHCC takeaways: - stablecoins stablecoins stablecoins - robinhood & arbitrum won the mindshare of the entire week - polygon brand feels back with Katana and just general feel - ethereum DeFi is in its strongest form since inception - nftswell havent heard a single thing about them - aave ethena etherfi are winning mindshare & real adoption - everyone wants to focus on institutional & compliant DeFifeels like a necessary evil - havent heard any ETH to $10K targets probs bullish - ppl are relaxed but focused even being in Cannes - lots of new projects Ive not heard of" @ayyyeandy on X 2025-07-02 15:22:10 UTC 67.1K followers, 88.7K engagements
"Ethereum scaling the L1 is massively helpful to realize the rollup-centric roadmap" @ayyyeandy on X 2025-07-15 22:32:23 UTC 67.1K followers, 3000 engagements
"Yes all of this matters for ETH but IMO the narrative for Wall Street is clear. ETH staking ETFs are getting ready to go live. Once these do ETH becomes a 'first of its kind' investment opportunity for non-crypto native investors: It has commodity properties like gold/silver (its used for gas). It has equity properties like NVDIA AMZN (it trades like a tech stock). It has yield properties like dividend investments (it pays a staking yield of 2-4%). It is the best way to get exposure to the stablecoin expansion that most big firms are embracing. Always remember price leads narrative not the" @ayyyeandy on X 2025-07-14 09:47:28 UTC 67.1K followers, 15.4K engagements
"@OndoFinance @strangelovelabs Congrats @jackzampolin 🔥" @ayyyeandy on X 2025-07-14 15:23:49 UTC 67.1K followers, XXX engagements
"Crypto marketing 101: Taking too long to ship a product while marketing it heavily for a long time prior is a recipe for very negative community sentiment" @ayyyeandy on X 2025-07-07 10:38:28 UTC 67.1K followers, 31.7K engagements
"Attention is more valuable than anything else in bull markets" @ayyyeandy on X 2025-07-14 19:31:25 UTC 67.1K followers, 17.3K engagements
"Big week for crypto x AI ahead. Get some rest" @ayyyeandy on X 2025-07-13 13:33:32 UTC 67K followers, 8526 engagements
"Total stablecoin marketcap today $241.5B Total stablecoin marketcap by end of 2026 $1.5T" @ayyyeandy on X 2025-07-10 15:59:27 UTC 67.1K followers, 11K engagements
"Pudgy Penguins will lead the way. The rest will follow eventually" @ayyyeandy on X 2025-07-12 12:43:06 UTC 67K followers, 15.9K engagements
"Pudgy Penguins will be one of the great unifying forces of the culture of our industry" @ayyyeandy on X 2025-07-13 17:13:00 UTC 67K followers, 5861 engagements
"@DefiIgnas Haha thats one way to put it. Then you look at stablecoin supply on mainnet and it tells a story that's clearly based on onchain data" @ayyyeandy on X 2025-07-14 09:50:16 UTC 67.1K followers, XXX engagements
"@_WOO_X @pudgypenguins incredibly bullish" @ayyyeandy on X 2025-07-15 14:42:01 UTC 67K followers, XX engagements
"Like it or not Pumpdotfun's launch further established 'onchain' as the best place for capital formation & price discovery. DeFi will win" @ayyyeandy on X 2025-07-15 13:57:29 UTC 67.1K followers, 4008 engagements
"Top Pre-TGE projects over the last X months according to @KaitoAI: X. @infinex X. @OpenledgerHQ X. @monad Crazy how MegaETH Abstract Camp are much lower" @ayyyeandy on X 2025-07-16 12:03:29 UTC 67.1K followers, 5228 engagements
"How do we keep the core principles and ethos of our space while building compliant DeFi for institutional and TradFi customers" @ayyyeandy on X 2025-07-07 01:29:26 UTC 67K followers, 17.4K engagements
"JUST IN: Truth Social owned by Trump Media & Technology Group files S-1 for crypto blue chip ETF. BTC ETH SOL XRP and CRO all listed in the ETF" @ayyyeandy on X 2025-07-08 12:39:37 UTC 67.1K followers, 88.4K engagements
"I asked the 2nd hire at Grayscale what it was like working with Barry "big week" Silbert & what he learned from running a multi-billion dollar fund" @ayyyeandy on X 2025-07-16 10:53:00 UTC 67.1K followers, 2265 engagements
"Saylor buying more BTC. Lubin buying more ETH. Welcome to the mania phase of the cycle how long it lasts is unknown but theres likely a lot of gains ahead for those focused" @ayyyeandy on X 2025-07-13 12:35:13 UTC 67K followers, 7044 engagements
"RWA Tier List Q3 2025: S: BlackRock Securitize Tether Circle A: Ondo Paxos Sky Ethena B: Superstate Tradable Spiko C: Centrifuge Backed Finance Mercado Bitcoin D: Tron Stellar F: Ripple" @ayyyeandy on X 2025-07-10 11:03:22 UTC 67.1K followers, 34.3K engagements
"PUMP token is officially launching in one hour. Much faster than anyone expected imo. No clue what to think here but I think consensus is overly bearish" @ayyyeandy on X 2025-07-14 16:03:10 UTC 67.1K followers, 7149 engagements
"@yannisDeFi They want full control of everything & want to launch their own token Dunno. Who knows" @ayyyeandy on X 2025-07-14 17:57:47 UTC 67.1K followers, XXX engagements
"YOU NEED REVENUE. Mike was completely unfiltered and dropped some bombs about his views on memes pumpdotfun revenue and why he's all in on apps over infra. Very good episode enjoyed. Also shoutout to Mike for being an early investor in Pump. What a return" @ayyyeandy on X 2025-06-04 12:59:48 UTC 67K followers, 22.4K engagements
"@rektdiomedes Pump is the current one. Next week theres a different one. Penguins winning it all rn tho" @ayyyeandy on X 2025-07-14 20:00:33 UTC 67.2K followers, XXX engagements
"Arbitrum won Robinhood but the race is far from over. Fidelity. Visa. Mastercard. FanDuel. DraftKings. Stripe. eToro. Revolut. They will all come onchain next" @ayyyeandy on X 2025-07-08 01:08:27 UTC 67.2K followers, 43.3K engagements
""our plan is to Kill Facebook TikTok and Twitch. On Solana." XX% of rev back to PUMP holders. Cashflow generating token with clear distributions to tokenholders. Welcome to the 'new' era of tokens. See you in the trenches" @ayyyeandy on X 2025-07-09 15:38:06 UTC 67.1K followers, 18.6K engagements
"Great pod with SY from Story about how he plans to grow the onchain IP market his takes on an upcoming AI launch and where he sees this sector headed. Good for builders & investors" @ayyyeandy on X 2025-07-16 06:58:22 UTC 67.1K followers, 3408 engagements
"WERE BACK. CRYPTO WEEK IN USA. Let's have a fun stream🫡" @ayyyeandy on X 2025-07-15 17:53:38 UTC 67.1K followers, 19.3K engagements
"Like bro And Im seeing this on so many other accounts too now" @ayyyeandy on X 2025-07-15 20:39:47 UTC 67.1K followers, 1575 engagements
"Full house at DeFi Summer Day for the Stani x Vitalik panel" @ayyyeandy on X 2025-07-01 16:07:17 UTC 67.1K followers, 72.2K engagements
"You can differentiate yourself in crypto by: - making your early community rich - focusing on a specific niche market segment for user base & crafting messaging which speaks directly to them - thinking 5+ years out - having very strong founder-led marketing - not selling out - creating new distribution on TikTok IG LinkedIn - winning institutional relationships - prioritizing your token performance & not pretending like it doesnt matter - crafting a unique emotional side of the brand - throwing the best parties There are many ways to build a solid brand it just takes effort and thinking" @ayyyeandy on X 2025-07-06 00:17:20 UTC 67K followers, 26K engagements
"The ticker is ______ (Fundamentals only meme shills will be blocked)" @ayyyeandy on X 2025-02-18 07:19:33 UTC 67.1K followers, 119.5K engagements
"The current crypto VC investing barbell: 1) Tokenization & stablecoins: There is a new cohort of founders entering the industry with backgrounds from Stripe PayPal Meta and others. These founders are extremely impressive on paper have strong experience with fintech and understand how to build real revenue-producing businesses at scale. Investing in this category requires an understanding of traditional payment rails the entire money transfer process and where there is room for disruption. It also requires understanding of distribution in the TradFi/regulated products space. This is not" @ayyyeandy on X 2025-07-09 11:11:21 UTC 67.1K followers, 31.9K engagements
"Hot take: Only XX% of the current projects today will survive the next bear market" @ayyyeandy on X 2025-05-09 22:13:29 UTC 67K followers, 54K engagements
"Ethereum looking absolutely fantastic here" @ayyyeandy on X 2025-07-15 21:46:17 UTC 67.1K followers, 9847 engagements
"Stripe is still yet to make their announcement but various sources have confirmed it's likely to be launching their own chain. Expecting some official comms on their end this quarter. It's a race for them" @ayyyeandy on X 2025-07-14 16:44:19 UTC 67.1K followers, 19.5K engagements
"Just went live from Sweden back on my nomad grind 😂" @ayyyeandy on X 2025-07-15 19:40:12 UTC 67.1K followers, 3811 engagements
"HYPE at $X the minute it launched may end up being my best investment ever. Hyperliquid" @ayyyeandy on X 2025-07-13 12:05:56 UTC 67.1K followers, 18.1K engagements
"When you hear RWAs you should think Ethereum" @ayyyeandy on X 2025-07-11 05:29:04 UTC 67.1K followers, 35.1K engagements
"JUST IN: Phantom launches Phantom Perps using Hyperliquid as the liquidity underneath. Massive win for distribution for Hyperliquid and will bring a whole new set of users into perps. Huge" @ayyyeandy on X 2025-07-08 17:13:35 UTC 67.2K followers, 6929 engagements
"@therollupco @I_1337_I @helloSQD Good ep Marcel🫡" @ayyyeandy on X 2025-07-05 14:15:16 UTC 67K followers, XXX engagements
"Robinhood didnt launch on Solana because they didnt want to leak MEV to validators. They wanted to be a landlord not a tenant" @ayyyeandy on X 2025-07-05 10:03:47 UTC 67K followers, 121.5K engagements
"For better or for worse there will eventually be markets for everything. Creators artists celebrities athletes opinions dares predictions and much much more. Hyperfinancialization" @ayyyeandy on X 2025-07-16 16:53:17 UTC 67.1K followers, 9852 engagements
"Delusional bulls are winning rn. Pessimists are in disbelief" @ayyyeandy on X 2025-07-13 20:30:31 UTC 67.2K followers, 8298 engagements
"Looks good send it. ETH pumps people speculate on NFTs repeat. Don't fade. Penguins will keep leading imo" @ayyyeandy on X 2025-07-16 09:20:20 UTC 67.1K followers, 4778 engagements
"Was a pleasure to have Anand on been friends with him for a few years and watching his journey has been great. We met in NYC and had a great convo about crypto x ai investing in this sector how his fund is allocating and thinking bigger picture about the opportunity here. Great for VCs investors and those thinking about the opportunity around AGI & ai x crypto" @ayyyeandy on X 2025-07-14 14:19:40 UTC 67.1K followers, 5216 engagements
"Update: Its been tossed around that they will launch an L1 rather than follow Robinhood's footsteps with an L2. No official confirmation here yet but I've heard this from multiple sources (in person and in DMs). Robinhood vs. Coinbase for now. Soon Stripe enters the game" @ayyyeandy on X 2025-07-06 13:25:22 UTC 67.1K followers, 23.6K engagements
"My freshman year college roommate who got us into BTC at $1K or so just texted me lastnight. Lesson Stop trading & believe in something" @ayyyeandy on X 2025-07-14 11:49:24 UTC 67.2K followers, 5714 engagements
"Its becoming more clear to me than ever that the endgame of all blockchain design lies in horizontal scaling modularity and extremely good cross-chain interop. We can't scale with more single state machines we must go modular" @ayyyeandy on X 2024-12-10 07:28:32 UTC 67.1K followers, 44.5K engagements
"@olliegarch @EkuboProtocol @Starknet Ekubo" @ayyyeandy on X 2025-07-09 08:44:44 UTC 67.1K followers, 1176 engagements
"Hot take: NFTs will come back in a massive way this year & XX% of CT will completely miss it" @ayyyeandy on X 2025-07-11 17:32:22 UTC 67K followers, 45.2K engagements
"What Im 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 ethenas USDe to become attractive again - pudgy penguins further establishing themselves as the face of crypto - maples revenue to keep soaring - SOL etf followed by new token etfs this year - rise chain mainnet in Q4 -" @ayyyeandy on X 2025-07-07 13:28:21 UTC 67.2K followers, 138.7K engagements
"The most hated asset in crypto rn is ____" @ayyyeandy on X 2025-07-07 22:21:20 UTC 67.1K followers, 24.1K engagements
"Excited to see Reya bring their technical differentiators to market. TLDR; Perps trading specific based rollup using hybrid blobs/Celestia for DA with insanely high throughput and low latency. Unique node execution parameters and MEV protection built in. Invested in this well over a year ago through our fund and now am getting stoked to see them now hitting $20M+/day in volume. $100M/day soon. The appchain thesis lives to see another day. Bullish" @ayyyeandy on X 2025-07-14 13:31:09 UTC 67.2K followers, 5770 engagements
"Far less narratives this time around in the Ethereum community. Much more focus on product distribution and realism. This is healthy" @ayyyeandy on X 2025-07-03 12:54:56 UTC 67K followers, 9520 engagements
"Great episode with @santiagoroel from our @Permissionless series. A mix of market insights takes on investing and life and broader thesis development around @inversion_cap as a crypto-powered business" @ayyyeandy on X 2025-07-07 18:48:38 UTC 67.1K followers, 12.2K engagements
"@MikeSilagadze Limits set top (not in) the best yet to come etc etc 🫡" @ayyyeandy on X 2025-07-13 17:14:31 UTC 67K followers, XXX engagements
"Crypto treasury companies = upcoming expensive lesson" @ayyyeandy on X 2025-07-13 09:36:50 UTC 67K followers, 9237 engagements
"@rostyketh yeah that is the major differentiator between btceth and the rest of the market at large im bullish eth but we all know how the ultra bull goes.usually the not so great stuff outperforms" @ayyyeandy on X 2025-07-15 10:44:02 UTC 67.1K followers, XX engagements
"@chriseyin think were gonna double the stablecoin supply by EOY tbh" @ayyyeandy on X 2025-07-15 10:23:51 UTC 67.1K followers, XX engagements
"The GENIUS act passing is extremely bullish for ETH. Watch" @ayyyeandy on X 2025-07-15 15:45:10 UTC 67.1K followers, 12.2K engagements
"@doctor_dickbutt Unsure I excluded it on purpose as I think the L1 vs L2 stuff is silly but Ive heard L1" @ayyyeandy on X 2025-07-14 16:47:28 UTC 67.1K followers, XXX engagements
"What upcoming launch are you most bullish on" @ayyyeandy on X 2025-04-24 03:54:20 UTC 67.1K followers, 49K engagements
"@bitcoinPalmer yes always has been this way speculation/ degen fintech/stable barbell strategy" @ayyyeandy on X 2025-07-16 19:40:56 UTC 67.1K followers, XXX engagements
"@vertex_protocol @inkonchain congrats guys" @ayyyeandy on X 2025-07-08 14:37:15 UTC 67.2K followers, XXX engagements
"Aave is a sleeping giant. Maple has exploded. Euler is the comeback story of the year. Sky is a money printer. Maker is back and pumping. Unichain is live. Yield Basis mainnet soon. Fluid is crushing. Hyperliquid dominating perps. DeFi has returned in a massive way. Embrace it. Open finance is here to stay" @ayyyeandy on X 2025-06-15 20:33:24 UTC 67.1K followers, 141.7K engagements
"We are going to see plenty more 9-fig ICOs before this cycle ends" @ayyyeandy on X 2025-07-13 08:42:54 UTC 67K followers, 12.6K engagements
"Institutions want Bitcoin yield & they want it now" @ayyyeandy on X 2025-07-13 16:48:15 UTC 67K followers, 14.5K engagements
"I've never seen a timeline takeover like what the Pudgy Penguins PFP have done this past weekend. Insane" @ayyyeandy on X 2025-07-15 08:32:21 UTC 67.1K followers, 6761 engagements
"People are VERY aware that early stage venture isnt guaranteed wins anymore. Prominent angel investors are in group chats saying "I'm not doing angel investing right now" & VCs are being far more picky. What are the second and third order effects of this" @ayyyeandy on X 2025-07-16 18:04:22 UTC 67.1K followers, 10.5K engagements
"Teams which are well positioned for the CLOB wars: Hyperliquid Bullet Hibachi MegaETH Celestia Monad RISE Kuru Perpl Avon Vertex" @ayyyeandy on X 2025-06-12 02:55:41 UTC 67K followers, 82.2K engagements
"My new favorite data platform is @RWA_xyz and it's not really close 🤷♂" @ayyyeandy on X 2025-07-11 19:53:26 UTC 67.1K followers, 5326 engagements
"Had a great convo with Sid of Maple Finance recently about their meteoric comeback rise to multi-billions in TVL and whats to come for their onchain asset management product suite. Fundamentals matter. Good for investors" @ayyyeandy on X 2025-07-15 05:18:20 UTC 67.1K followers, 4895 engagements
"@NumberOnePengu @pudgypenguins This is an incredible way to bull post" @ayyyeandy on X 2025-07-13 10:31:11 UTC 67K followers, XXX engagements
"2025: - stablecoins - tokenization of everything - institutional compliant DeFi - launchpads - fintech chain launches - crypto m&a - ETFs for dozens of tokens 2026: - crypto-powered businesses - hundreds more chains - $10T total marketcap - trillions of $$$ of stablecoin volumes - perps volume options volume in TradFi - use stablecoins to pay for anything" @ayyyeandy on X 2025-07-07 16:04:21 UTC 67.1K followers, 32.9K engagements
"Top Ethereum L2s by TPS today: X. Base X. Molten Network X. Polygon PoS X. Arbitrum One X. Gravity X. Worldchain X. Unichain X. Ethereum (L1) X. Xai XX. OP Mainnet XX. Ink XX. WINR XX. Abstractt XX. Proof of Play (Boss) XX. Plume Total TPS averaging around XXX. Higher" @ayyyeandy on X 2025-07-08 09:57:27 UTC 67.1K followers, 20.7K engagements
"Dropped a pod with Santi about his stablecoin & DePIN thesis private vs. liquid markets investing psychology and what he's bullish/bearish on. Good for VCs builders speculators" @ayyyeandy on X 2025-07-09 01:28:25 UTC 67.1K followers, 4151 engagements
"Gonna get ripped a new one but. Celestia has been unfairly singled out as the scapegoat for VC negligence compared to XXXX% of projects with very similar tokenomics charts VC reckonings market making games and unlocked staking rewards. In this case Polychain is nuking on everyone's heads and there's nothing you can really do about it. They have destroyed the chart. Few more months until unlocks aggressively slow down and they stop dumping. Otherwise they clearly don't care about anyone who's holding and don't want to participate in the next era of growth for the protocol. In addition to this" @ayyyeandy on X 2025-07-05 20:02:24 UTC 67.2K followers, 128.5K engagements
"Very strong consensus opinion here. I'm skeptical" @ayyyeandy on X 2025-07-15 10:38:00 UTC 67.1K followers, 9259 engagements
/creator/x::ayyyeandy