Andy2024

Digital assets >>> crypto
Legacy finance >>> Tradfi

It might be time to let go of the term "crypto" as an industry.

The two biggest trends in neo finance this year are RWA looping and vaults.

We are live from ETHDenver.
Fireside chats, panels, and we even have robots. If ya missed the conference, come hang!

Rumor mill saying Base token is coming later this year and this drove a lot of the decision making for leaving Optimism.
Hearing they will use their new stack to drive value to the token, which wasn't previously possible.

JUST IN: BASE IS LEAVING OPTIMISM SUPERCHAIN TO BUILD THEIR OWN STACK, CITING A NEED FOR A "UNIFIED, BASE-OPERATED STACK"
BASE CHAIN HARDFORK COMING IMMINENTLY.

ETHDenver so far:
- No airport sponsorships
- Everyone thinks DATs were a terrible idea
- Hyperliquid event had very solid group of familiar faces and builders + good new ones
- Most people are very aware of the ongoing structural changes in the space, others just feel its cyclical
- Chilly and windy
- Folks continue to be excited about tokenization, equity/commodity perps, convergence of legacy finance and DeFi
- Not sure what it is, but feels like industry is growing up (maybe were just getting older?)
- Way less noise
- Feels somber, but rooms aren't empty, so its not deep bear yet
- There'

RETURN TO FUNDAMENTALS.

ETHDenver year 5 is here. See you all there🫡

Random prediction:
The crypto market structure bill will be passed in Q2.

The company best positioned to dominate ai x crypto is ________