Andy Chen

no way thats sick

@aidan_smx @jshinny12

- Cava on 63 Wall St - Chipotle on 111 Fulton St - Chipotle on 149 8th Ave - Chipotle on 283 7th Ave - Cava on 1385 Broadway - Jack's Wife Frieda - Sweetgreens in Soho - Sweetgreens on 315 Hudson - Halal cart next to Duane Reade in Soho - Chipotle on 71 Spring St

Meet Kraken DeFi Earn, Powered by Veda.

@cashing_cashout I get called unc by @jshinny12 everyday. Not rdy for ai to join in too

Got called unc by ai today. Not sure how I feel about it #crypto

@fgenstart @E_Anderson1 It only makes sense after you’ve gotten liquidated

@andyisnotandy @E_Anderson1 legend has it that if u read this outlook before market moves, price action makes sense I skimmed twice and still confused

come read this one-of-a-kind combination of letters and numbers all hail @E_Anderson1's predictions -- ai can never steal a prophet's job

@_ThePinkyToe @johnfromtheia @TheiaResearch @TraderNoah congrats!!

Excited to share that I’ve started at Theia, alongside @johnfromtheia @TheiaResearch and @TraderNoah. I couldn’t be more excited to join the team, particularly now, with crypto adoption clearly at an inflection point. Token holder rights are steadily improving, protocols are generating durable, sustainable, and accelerating cash flows, and regulatory tailwinds remain firmly at our backs. I’m fortunate to work alongside such an exceptional team to marshal the next growth phase. The setup hasn’t looked this good in years. Let’s get to work.

@jshinny12 @cashing_cashout on the edge of my seat!!!!

@cashing_cashout NO WAY the lore is finally unfolding i think we're in the final inning @andyisnotandy #crypto #thinkoutsidethebox #thinkinsidethebox

I bought too many cardboard boxes #crypto

@jshinny12 @cashing_cashout Feels very auspicious

@cashing_cashout second post about cardboard boxes this week... this might be an amazing week @andyisnotandy #crypto #cardboard #thinkbig

Also cardboard boxes are really expensive #crypto

@jshinny12 Love parenting hacks, thanks for the share #crypto

@jshinny12 Elon needs to lock in #crypto #spacex

how is it so hard to find users on twitter, even ones that you follow #crypto #hard

@cashing_cashout #cantevengetoutofbed #relatable #crypto

Trying to get 10k steps everyday is hard. #crypto

work with people smarter than u

excited to back one of the most capable, cracked teams we've seen at the intersection of defi/cefi in a while. find the best yields here.

@xlb0369 @Darrenlautf @Daryllautk @danksyouvm @blade_nd @chayensan @0xcoconutt @boratheworld @_mickeymimi @monkeybzz @miwooyork @broccoli_pd 🥰🥰

loudest gmeows to the loveliest people (& those mentioned above) who built me up and allowed me space to grow @Darrenlautf @Daryllautk @danksyouvm @blade_nd @chayensan @0xcoconutt @boratheworld @_mickeymimi @monkeybzz @miwooyork @broccoli_pd @andyisnotandy & more iykyk <3

finally shipping the laptop i used back to @alt_layer after a month of being away from asia. removed my stickers from this year’s conferences; i didn’t think it’d make me so sentimental, but it did. sometime in nov was my last day after almost a whole year in my first crypto role with altlayer. a large part of this year orbited around work and the personal growth that came with working in a new industry and understanding the different layers of the landscape. every person has a defining year; and i think mine was probably this one. AltLayer was that catalyst that pushed me to learn and do more than i thought i was capable of. i initially joined as a shitposter, then eventually got the opportunity to do more marketing and a mix of product and gtm. went from piecing the landscape together with @GmWen7 to building with the brightest team @yq_acc, @maqstik, @kk0xlxx, @Snowsledge0x & @junhaotan_ , to talking to users for feedback, and other fun stuff like organising side events with @AparnaNR and @tracybbd. spent a lot of my days there learning/refining ux & product features, experimenting and cutting out things that didn’t work, cold-dm’ing people and using their feedback to drive iterations, on top of the usual shitposting and posting, and hosting events which led me to meeting people building cool things, and meeting people who build people up. any path worth taking comes with roadblocks, confusion, missteps, which make the lessons even more precious: - shyness robs you of life-changing experiences - curiosity is the most important currency in crypto and in life - show up authentically so the people looking for you can find you keeping this short (rip sorry, ik it wasn’t rly), it was an incredibly fulfilling and humbling year of learning from some of the smartest people, at @alt_layer and beyond. excited to continue building a world i want to be in and crossing paths with builders and good people. i’m in a strange place now & figuring out what’s next for me, so i’d love to chat about what you’re building/your thought processes, especially if it’s a consumer app, or if you’re doing things that are building up the people who are building the tech. 🖤

For every 10 likes, I'll make Chamath's collar bigger.

Multicoin just released a paper regarding building around the attention economy. Great read by @eliqiann. multicoin.capital/2025/10/23/bui… My thoughts: Completely agreed that memecoins showed general direction validation in this and that they are a great schelling point to valuing attention. But I also believe that crudely determining a trading medium for pure attention is a little early. It takes away from the actual nuances and fun of what the memecoin market brings to the table: a medium of believing that a certain type of attention will get more than others (which when memecoins were lively-- brought a lot of retail traders). And not to mention, the more formal it becomes it may lose traders in the process. What a lot of marketing outlets have already begun to realize over the past couple of years is that attention span is rapidly diminishing and now the quality of attention matters (connection to other nodes, wealth, loyalty, intelligence, sentiment, etc.). This is because now with crypto, everyone has access to a pretty efficient UI/UX for avenue of payment and capital transfer. This started with radios and television, where attention has become a tool for removing overhead for people to notice the product, grow mindshare in the product, and eventually hopefully that turns into increasing customer spend on the product. Along with the fact that attention breaking out and contaminating others within the same clutter of nodes is much easier (information now travels much faster and social circles are now much more solidified). This is so prevalent to the point where it forms and shapes the business model of large platforms/corporations: starbucks --> real estate, twitch --> amazon, tik tok --> tiktok shop, etc. They are all desperate for growth and this comes in the form of the second order of the general increase in "attention" (first order being specifically useful attention). Attention as a whole-- if we were to denominate as market cap-- has risen, but the truth is that this market is quite top-heavy (and all subjectively valued). I like the idea of attention oracles because it gives a good and fair way to price attention, but there are different types of attention. But certain attention is priced differently to other people. If we go back to the root of why attention itself is so costly is because they're easily monetizable. If the end goal is to somehow monetize this attention here there are a couple of areas that could be interesting: 1. Something that further removes proximity of spending and value generation (replacing the role of attention in this case) 2. Pricing attention fairly given a specific type of people and the brand/platform/corporation/product 3. Something that can provide the local maximum of the matrix between: end consumer's emotional gain and money spent 4. Mechanisms or platforms that can optimize for spreading information more effectively 5. Platforms that can use this attention flywheel and increase the span of the users to solidify themselves as a source of attention (which comes from both just having a unique, great product that cares about the end user as well as being able to keep innovating to satisfy them) Obviously this list, and this entire piece, is just a huge braindump :) s/o @etherary @0xArnav for helping inspire some of the ideas here

There are two structural reasons for why we never saw Altseason this cycle and why we might never will: 1) Exchange listed much more altcoins than previous cycles. Supply of altcoin assets way outstrip demand. Binance alone listed 15 Day1 projects in Sep, largest in history. 2) Binance also list much more perp for altcoins than any cycle before, making perp the predominant way for retails to speculate instead of holding spot. This makes spot liquidity not only slim, but also extremely fragile, as it's mostly driven by second-order derivative of perpetual demand, namely MM hedging and basis arbitrage. That also means when we get an event like 10.12, the liquidation cascade on perps forces sell pressure onto already-thin spot books. We effectively get into a reflexive liquidity vacuum that amplifies downward price action. Now, after MMs bled on altcoins, they’re likely to pull back from altcoin liquidity due to internal de-risking and tighter internal risk engines. The market needs to inhale some oxygen before we can expect another altseason, if one is to come at all.

@zeebradoom dawg 😭😭

MY TELEGRAM ACCOUNT GOT HACKED DO NOT RESPOND TO MY MESSAGES.