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![ayyyeandy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1046811588752285699.png) Andy [@ayyyeandy](/creator/twitter/ayyyeandy) on x 67.5K 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942214104128664039/c:line.svg)

**Related Topics**
[rates](/topic/rates)
[fed](/topic/fed)
[tvl](/topic/tvl)
[katana](/topic/katana)
[ethereal](/topic/ethereal)
[adoption](/topic/adoption)
[Sentiment](/topic/sentiment)
[succinct](/topic/succinct)

[Post Link](https://x.com/ayyyeandy/status/1942214104128664039)