AndyQuidity

Perps enjoyer. TGE farmer. TradFi expat. Liquidity is my love language. Sometimes make money, mostly make markets. No shilling, just alphas.

[AndyQuidity @andytuananh]

@TomCryptoDefi I would short Revolut team. Bunch of incompetent dudes. What make you guys think ex Revolut can ship when their Revolut exchange was a complete shit show?

[Whale Alert @whale_alert]

🚨 🚨 🚨 813 $BTC (52,063,177 USD) transferred from Coinbase Institutional to unknown wallet

https://t.co/qnJ6MbUKX3

[AndyQuidity @andytuananh]

@coinbureau I'm shorting to 0

[AndyQuidity @andytuananh]

@coinbureau super bearish, restructuring is just masking for a rotten organization and bad leadership under Sandeep

[AndyQuidity @andytuananh]

@ArdiNSC I'm interested

[AndyQuidity @andytuananh]

I’m going to short $POL at $0.16. It's driven mostly by marketing hype rather than substance. I have worked with them before and have insider intels. Weak governance, hollow structure, and little real underlying value. Messy org, 3 of 4 founders already left is a major red flag.

[AndyQuidity @andytuananh]

Bull market comes when most people think it's bear market 😎

[AndyQuidity @andytuananh]

In the case of $ZEC, don't buy the dip but buy the tip coz it's just gonna get higher 🫡

Back to the previous all time high. $Trillions!

[AndyQuidity @andytuananh]

$ZEC to $1K let's go 💎

[AndyQuidity @andytuananh]

Someone is pumping $ZEC spot while supressing the price on perps to create false demand. People then leverage long $ZEC and all will get crushed.

So entertaining to just stay out and watch the price actions.

[AndyQuidity @andytuananh]

$ZEC price manipulation is just insane 😵

[AndyQuidity @andytuananh]

@Tradinator33 moon

[SolanaFloor @SolanaFloor]

🚨New: @bulktrade, an upcoming perpetuals platform on Solana, has introduced a staking initiative offering 7.5% APY with zero commission. The co-founder hinted that staking activity may contribute to BULK points, adding, “You guys may be missing one of the POINTS being made here.”

[AndyQuidity @andytuananh]

It is truly uptober🤘 The market delivered to me 600+% ROI in second half of October. Time to sit on cash for now until further news.

$ZEC to trillions! 🫡

[0xSammy @0xSammy]

I'm being asked what x402 is, so here's why you should care:

a) Background:

- The x402 protocol enables agents to make payments onchain

@a16zcrypto 2025 "State of Crypto" Report specifically mentioned x402 in the context of agentic payments, which is anticipated to hit $30 trillion in autonomous txs value by 2030

- It's dubbed the "Payments MCP" [Model Context Protocol];

I'll link my MCP article below so you have an understanding, but the "quick and nasty" is that MCP enables agents to interact with real world data, so payments MCP enables agents to transact with their own wallet

b) Backers: @coinbase + @Cloudflare

- So you'll see the bulk of this activity on @Base; But it's also cross-chain (Solana, Polygon, Near etc)

- It's why you've seen several @virtuals_io x402 agents pop off in the past few days - several of the ecosystem agents use the x402 protocol

- The acquisition of Echo by Coinbase took centre stage earlier this week; but this is Coinbase AI Agent baby; and IMO (I'm biased) far bigger. Sorry @icobeast

c) Relevant x402 protocols:

- @pingobserver - first token minted by x402
- @heurist_ai
- @virtuals_io
- @questflow
- @AnchorBrowser
- @GoKiteAI announced its partnership with @brevis_zk this week for privacy around payments with agents; it uses x402
- @Cloudflare Agents SDK + Google A2A payment protocol
- @PayAINetwork
- $DREAM (Virtuals)
- $SANTA (Virtuals)
- $GLORIA (Virtuals)
- $AURA (Virtuals)

Honestly the list could go on, so I'd advise researching before spraying and praying.

NFA on these - they're simply affiliated with using the x402 and it doesn't necessarily mean value will accrue to these tokens. If anything it'll accrue to the protocol backers itself - COIN.

You can check https://t.co/TomVpva3Mq (see thumnail)

d) Other Insights:

1) @circle has an ongoing relationship with Coinbase and the main currency transacted by these agents is Stablecoins to pay for compute etc. So as you can imagine USDC will likely be the stable of choice

2) Neo Banks are gearing up for AI Agent payments:

- @tether launched its wallet development kit; the tagline is that there's anticipated to be trillions of wallets. These obviously won't be human wallets, so I'll let you connect the dots
- @useTria partnered with several AI protocols and this week with @billions_ntwk for zkKYC as privacy around payments comes to the forefront
- @Visa + @Mastercard announced their AI Agent programs a few months ago and are rolling out the infra for trillions of transactions. Almost all of these Cards from these Neo Banks are VISA/Mastercard.
- @PayPal ventures led the $18m Series A for Kite AI; PyUSD coming in hot here for agentic stablecoin usage?

Next step: Robots will have their own crypto wallets with virtual cards to make payments in the real world. Welcome to physical AI!

3) @a16zcrypto report on AI referenced x402 specifically when talking about AI Agents and payments, anticipating $30 trillion in agentic purchases by 2030

Interesting quote: "x402 is what the internet was supposed to be - payments via https" - @_imhamzah

4) @RibbitCapital released their 2025 "Token Letter" which discusses agents + payments (see "knowledge" tab on their website):

- Page 1/2: AI systems are economic participants that will earn and spend
- P33/34: Stripe and upstarts like PayOS will capture a lot of value building this infra for agents
- P33-35: Stablecoins and programmable money will be used by both humans and agents for payments and asset mgmt.
- P39/40: AI agent payments will become new financial rails for autonomous entities

TLDR: AI Agents + Payments is only going to get bigger. x402 is positioning itself at the enabler of this parabolic payment boom.

The cats out of the bag, so how would you capitalize on the upside?

Taking a cut in fees on trillions of txs isn't a bad idea.

[AndyQuidity @andytuananh]

@bulktrade @phantom that's sickkkk! does it mean we are gonna have nfts for bulk?

[Ash Crypto @AshCrypto]

Isn't it funny how a tiny sperm can turn into a full time gambler in Crypto.

[AndyQuidity @andytuananh]

In markets, there’s no winning or losing, only wisdom or folly. 80% is psychology, 20% is risk management. 100% discipline.

Believe it or not, I need no fancy laptop for multiple screens. All I need is a broken-screen phone, high-speed internet and a charger.

$Trillions 🫡
$ZEC 🚀