The Rollup(@therollupco):Andy says we are fully in the era of valuing tokens based on formulas like this. "Don't let yourself get offsides on tokens that do not generate you value as a token holder. It's just not worth holding." "We're looking for actual setups that give us upside in a way that is more than just a good narrative." "I think the future of the space is firmly heading towards this. That's why we're bullish on Hyperliquid, Lighter, Aerodrome, and many others. But there's not that many others."

The Rollup

@therollupco

Where digital assets and finance converge. Live from the financial capital of the world. Hosted by @andyyy & @robbieklages

Joined September 2019

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The Rollup@therollupco

2026.06.30 17:46

Andy says we are fully in the era of valuing tokens based on formulas like this. "Don't let yourself get offsides on tokens that do not generate you value as a token holder. It's just not worth holding." "We're looking for actual setups that give us upside in a way that is more than just a good narrative." "I think the future of the space is firmly heading towards this. That's why we're bullish on Hyperliquid, Lighter, Aerodrome, and many others. But there's not that many others."