Andy2024

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Come vibe fam
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Top 5 yield-bearing stablecoins by TVL as of Jan 6th, 2026:
1. $USDS
2. $USDe
3. $BUIDL
4. $USYC
5. $syrupUSDC
My predictions for top 5 by end of 2026:
1. $USDS
2. $BUIDL
3. $USDe
4. $syrupUSDC
5. $USYC
USDE-0.04%
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The biggest narrative of 2026 is neo finance.
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New episode with SharpLink CEO just dropped.
Ticker is ETH. Great for all in Ethereum community to understand how insto's are thinking about accumulating, tokenization, and proliferation of stablecoins. Enjoy fam.
ETH0.53%
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Vibe check???
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Metamask & Polymarket launching their token Q1 would be like COVID stimmy checks for Ethereum users.
Imagine.
ETH0.53%
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"Build it, and they will come" is an extremely dangerous mindset.
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The biggest mistake you need to avoid in crypto is selling everything too early and rage quitting.
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There’s a burgeoning cohort of applications and protocols that are creating a new category of finance. This category is defined by those who are operating in a gray area between DeFi and legacy finance.
They're doing so in a very opportune way to generate far better yield consistently onchain powered by tokenization, stablecoins, and offchain and onchain yield products.
The common phrase a lot of you know is “DeFi mullet" which is the term for DeFi in the back, friendly UX in the front, ideally om a platform that has a lot of distribution.
This group is going to consistently lead the market
DEFI-4.3%
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MegaETH launch is imminent.
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There’s always a bull market somewhere.
Mostly crickets on CT about this one…
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“What’s the CA?”
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One of my favorite episodes of 2025 with Circle CEO Jeremy Allaire on all things USDC, Hyperliquid, HYPE, and their thesis.
Great pod.
USDC0.03%
HYPE1.18%
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Tom Lee will do whatever it takes to pump his bags.
Can't tell if this is very very bullish for $ETH or very very bearish tbh...
ETH0.53%
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Is gmonad still a thing???
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THE RETURN TO FUNDAMENTALS WILL BE GLORIOUS.
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Can’t stop thinking about neo finance.
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DeFi protocols ranked by total fees generated in 2025:
1. Meteora: $1.25B
2. Jupiter: $1.11B
3. Uniswap: $1.06B
4. $937M
5. Hyperliquid: $909M
6. Lido: $846M
7. Jito: $813M
8. Aave: $809M
9. Raydium: $656M
10. PancakeSwap: $574M
My predictions for 2026:
1. Hyperliquid
2. Jupiter
3. Uniswap
4. Meteora
5. Pump fun
MET-4.41%
JUP-4.43%
UNI-3.83%
HYPE1.18%
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