Andy2024

Very hard to argue against this trend.
Hyperliquid.

🤯🤯🤯
A pharmaceutical company has rebranded into a SKY treasury company and acquired nearly 9% of the total circulating supply.
Stablecoin Development Corp, FKA as NovaBay, closed a $134M private placement with backing from R01, Framework, and Tether. The primary goal for this vehicle is centered USDS protocol governance.
Feel like this went entirely under the radar today.

NEW: TOKENIZATION RIVALS SECURITIZE AND SUPERSTATE DROP HUGE NEWS AT SAME TIME.
No surprise there.
Invesco is taking over Superstate’s $900 million dollar onchain fund.
NYSE partnering with Securitize for 24/7 tokenized securities.
Massive news as we move into the first day of DAS.

An absolutely insane blow off top happening in M&A funding in digtal assets at the end of last year.
This is usually a tell-tale sign of a bull market reaching the euphoria state. Max FOMO comes in from outside investors and institutional allocators looking to ride the wave by purchasing a company from within the space.
Since Novemeber 2025, digital assets M&A is down -90% from $15B to under $2B.

Ethereum's revenue has been absolutely crushed since 2020 due to a lack of onchain activity.
OR
Ethereum's fees have gone down as the scaling efforts of the EF have worked tremendously.
Which is the correct view???

The calm before the storm.
Big week ahead, get some rest.

Stablecoins to $500-600B this year, and $1T in 2027.
Every previous bear market has been characterized by a decline in the total stablecoin supply, this one is not.
Its different. Just as the bull market was far different this time around, this bear market will continue to be. The rapid acceleration of stablecoin issuance will continue to drive attention and capital into digital assets as an undeniably important part of the U.S. financial system.
When you throw in the improvements on the AI agents side of things, you start to really understand how this new world is being created, onchain.
Stay

“Be sure you put your feet in the right place, then stand firm”
- Abraham Lincoln