FULL CONVERSATION: Sandy Kaul On The Institutional Allocation Decisions In Digital Assets For 2026-27
Sandy is always one of my favorite asset manager live shows. Totally educational and great energy.
@FTDA_US@therollupco
Antseed token usage per day is going exponential right now, we invested in their round over summer.
Since then, usage has exploded for their inference marketplace.
Higher, so much higher.
@AntSeed@therollupco
Left Asia with an insatiable zest for life in two specific ways:
1. The bull market is on. Its undeniable.
Tokenization, perps, stablecoins are leading a secular trend of trillions of dollars coming onchain. This will not stop. Regulatory headwinds of the past are now tailwinds for the future.
2. Rollup is operating at the highest caliber in our 6 year history.
Our team is leveraging new age tools to scale output, guest quality and viewership is rising rapidly. Most importantly, we’re having a lot of fun and delivering great content for y’all.
Zoom out. Stay positive. Patience.
We are winning.
Crypto x AI is actually finally shining...the lads at TOKEN2049 were bulled up on it as well.
Maybe I am just a bit "too bullish" though...
@zeroxkyle@token2049@therollupco
Hosting a chill mixer in NYC at the Tokenization Tower for investors, media, institutional allocators, and founders/VCs.
October 29th, evening.
Golden hour with one of the best views in NYC. Spots are tight.
DM me if you're around and wanna slide through!