Andy

The Rollup

@andyyy

founder @therollupco

therollup.co Joined October 2018

6K Following 87K Followers 85K Posts

Latest posts 5

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Andy @andyyy 6d

THE DAN IVES INTERVIEW.

@DivesTech @therollupco

00:00 Dan’s Big Picture Views
00:55 The AI And Blockchain Boom
01:59 AI To Accelerate Digital Assets Bull

2:15

Andy @andyyy 21m

Elysium is quite interesting.

hyperliquid:native kinetiq:native

The Rollup Verified account @therollupco 1d

Kool says Elysium is being built to be what HyperEVM couldn’t: a general-purpose chain sitting right next to Hyperliquid’s core.

“It is kind of trying to be what the HyperEVM couldn’t be.”

“It is trying to be a general purpose blockchain.”

“Prop AMMs, for example, were not even possible on the HyperEVM.”

“By having Elysium be adjacent to HyperCore, it’s a huge value added.”

@koolkrypto223 @Enter_Elysium $HYPE

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Andy @andyyy 1h

It’s Saturday and I’m feeling bullish so, here’s a very narrow list of hos I’d think about expressing the tokenization thesis with maximum convexity (and risk-adjusted):

Securitize, Aave, Aerodrome.

$SECZ $AAVE base:0x3f5bf3edac59d650d8fdf9657a71f2f904a3a4ee

bobdbldr Verified account @0xBobdbldr 13h

aave playing 4d chess and we will see the fruits of this in 2027
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Andy @andyyy 5h

INSTITUTIONAL NYC MIXER: The Tokenization Supercycle Needs Privacy (Here's The What & Why)

@therollupco @noah_pravecek @zksync @EntEthAlliance

00:00 Intro
01:43 Adding privacy into institutional finance
03:38 How the DTCC deal opens institutional doors
04:52 Compliance and risk management
07:02 Answering the "then, what?" question
09:55 Institutional sales process

10:49

Andy @andyyy 6h

6 weeks in, the first bull market pullback is likely almost over.