Badkidsfly @0x_danf
GP@orthogonal Labs | prev. @Binancelabs orthogonal.fund Hong Kong Joined May 2009-
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借着Nasdaq的这个filing来说说on-chain stock： 目前看到的on-chain stock, 用户体验到的只是表象, 其实在on-chain stock mint出stock token后, 还需要经历完整的传统股票清算结算的系统。这个系统的最终落脚点就是在Tranfer Agent出完成股份记载的更新，投资人才能真正的享有股票权利…
借着Nasdaq的这个filing来说说on-chain stock： 目前看到的on-chain stock, 用户体验到的只是表象, 其实在on-chain stock mint出stock token后, 还需要经历完整的传统股票清算结算的系统。这个系统的最终落脚点就是在Tranfer Agent出完成股份记载的更新，投资人才能真正的享有股票权利… https://t.co/xiBnioVths
整个CT关于Robinhood做stock token的各种分析其实都有点陷入币圈自己的逻辑，而忽视了Robinhood作为一个上市公司的核心诉求。 作为一个美股上市公司，所有的运营措施和产品策略都是阳谋，那就是要推动股价的持续上涨为股东利益服务。拆解到运营就是增长，主要是用户，收入和利润的增长。…
整个CT关于Robinhood做stock token的各种分析其实都有点陷入币圈自己的逻辑，而忽视了Robinhood作为一个上市公司的核心诉求。 作为一个美股上市公司，所有的运营措施和产品策略都是阳谋，那就是要推动股价的持续上涨为股东利益服务。拆解到运营就是增长，主要是用户，收入和利润的增长。…
记得去年迪拜2049的时候就和朋友讨论过，如果美国crypto的监管框架越来越清晰，得益的还是那些有C端流量的大厂，包括Twitter(X), Meta, Apple等。但是有个争论，这些大厂会发条自己的公链，还是会做一个交易所？…
记得去年迪拜2049的时候就和朋友讨论过，如果美国crypto的监管框架越来越清晰，得益的还是那些有C端流量的大厂，包括Twitter(X), Meta, Apple等。但是有个争论，这些大厂会发条自己的公链，还是会做一个交易所？…
Thrilled to announce our investment in the first ever Agentic Crypto Browser. In the agentic era, we believe every crypto product we take for granted can be reimagined. We've had native browsers before, but none truly succeeded. Agents unlock the chance to redesign products…
Thrilled to announce our investment in the first ever Agentic Crypto Browser. In the agentic era, we believe every crypto product we take for granted can be reimagined. We've had native browsers before, but none truly succeeded. Agents unlock the chance to redesign products…
最近Circle的上市信息和Genius Act中可以看到推演出这么几点： - 稳定币就只有最经典1:1 peg模式，其他形态大概率会被作为证券对待，不是不能干，但流转会受到合规负担的限制。 -…
快速看了下eToro的Prospectus - 400多页其实核心就一件事情，2024年收入比2023年增长了3.5x，主要来自于crypto交易的增量: -> Funded Account Growth: ~1.1x (3m->3.5m) -> No. of crypto trades per account: ~2x (8 -> 16) -> Invested amount (crypto) per trade: ~1.5x ($168 -> $250) ->…
现在说Crypto VC不行好像是个流量密码，最近看到有热度的CT和讨论必点这道菜，Crypto VC自己也点，吃得津津有味。 都说Crypto VC对行业/项目没贡献，这次带了波热度，也算积了点功德。
Some unpopular opinion from the tweet(一些“哗众取宠”的观点): - 所谓的"venture capital"始终会存在: 1) 以较低的成本在项目获得流动性溢价前（listing）获得资产的需求总会存在；2) 团队需要资金做新项目（无论是native还是孵化） -…
Some unpopular opinion from the tweet(一些“哗众取宠”的观点): - 所谓的"venture capital"始终会存在: 1) 以较低的成本在项目获得流动性溢价前（listing）获得资产的需求总会存在；2) 团队需要资金做新项目（无论是native还是孵化） -…
从这个Prospectus还可以看出很多有意思的点： - Circle 2024年的利润1.5亿，但其中有大约5000万的员工股权计划导致的非现金费用，normalize之后利润大概在2亿美金。如果按照市场说的40亿到50亿的估值，那就是20-30x的P/E Ratio，妥妥的科技股估值，不便宜但也不能算夸张 - Circle…
从这个Prospectus还可以看出很多有意思的点： - Circle 2024年的利润1.5亿，但其中有大约5000万的员工股权计划导致的非现金费用，normalize之后利润大概在2亿美金。如果按照市场说的40亿到50亿的估值，那就是20-30x的P/E Ratio，妥妥的科技股估值，不便宜但也不能算夸张 - Circle…
Huge shout out to the team for their efforts far beyond the scope of crypto. Proud to support visionaries shaping the future. 👏 @myshell_ai @ethan_myshell
Huge shout out to the team for their efforts far beyond the scope of crypto. Proud to support visionaries shaping the future. 👏 @myshell_ai @ethan_myshell
以2017年到2025年的维度，其实不用图表也能感受到一级市场的趋势，文中描述的情况和市场一线的感受基本相同，有点区别的是一级市场的估值似乎还没有下来，市场博弈可能还需要点时间。…
以2017年到2025年的维度，其实不用图表也能感受到一级市场的趋势，文中描述的情况和市场一线的感受基本相同，有点区别的是一级市场的估值似乎还没有下来，市场博弈可能还需要点时间。…
叙事会变，热度会变，风向会变，口径会变，唯一不会变的是founder的愿景，抱负，态度和执行力 恭喜@navi_protocol 和@elliscopef ！
叙事会变，热度会变，风向会变，口径会变，唯一不会变的是founder的愿景，抱负，态度和执行力 恭喜@navi_protocol 和@elliscopef ！
A launchpad from one of the most veteran teams in the space 🫡
A launchpad from one of the most veteran teams in the space 🫡
Alpha_Kevin @Kevin23Alpha
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Juanita @j_williams50
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加密小象 🦅🟠... @cryptoxiaoxiang
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nn @nn00741
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meomeo1516π² @meomeo1107
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Axiym @AxiymFinance
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Dilr @d1lr
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Ryot 💱 @gmryot
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DucKhoa @DucKhoa96
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CandyMan.eth 🍭⛓�... @alw4lnany
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Mulang 🔥 🌲 @0xMulang
382 Followers 348 Following I believe in fair exchange: I create understanding, you receive it. The easiest way to benefit? Hit that follow button
Gh0z 🎯🚀 @0xGh0z
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Mistal 🌋 @0xMistal
403 Followers 354 Following ⚡ Exploring Web3 stories, Yapper vibes & easy crypto gains 🪙 From airdrops to alpha, I share the simplest ways to grow your digital wealth 🚀🚀🚀🚀🚀🚀
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409 Followers 403 Following 🎙️ Crypto educator & analyst 🔍 | Breaking down Bitcoin ₿, DeFi 💸 & NFT trends 🚀 | Making blockchain ideas 💡 simple for everyone 🌍 🚀🚀🚀
Manitou ⚡ @0xManitou
350 Followers 405 Following 🚀 Builder & believer in ₿itcoin + Web3 🌐 | Sharing 📊 insights, 🔑 signals & 💡 blockchain ideas | #Crypto #DeFi #NFTs
Cerastes🐉 @0xCerastes
402 Followers 396 Following Crypto enthusiast and tech explorer. Obsessed with learning, building, and sharing insights from the ever-evolving digital world. 🌌
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386 Followers 359 Following 🪙 Daily crypto gains ⚡ Yapper threads, NFT drops 🚀 Explore Web3 ❄️ Claim easy airdrops 💎 Make money simple, safe & fast 🌍
Dracula 🦇 @0xDracul
444 Followers 473 Following 📝 Writing about Yapper + Crypto everyday. 🌍 Sharing Web3 thoughts to the world. ⚡ Narratives, a l p h a & culture.
Ouquuibui @Ouquuibui61702
22 Followers 1K Following
Harriette @truonganhv2967
467 Followers 1K Following Turning complex crypto into clear, actionable content Research-based threads | Vooi_io | blockstranding | MavrykNetwork 📢 Follow for no-hype crypto insights
Sikaku @vutruongan10339
109 Followers 1K Following I write threads to help you understand crypto – simply. Web3, DeFi, and what’s next 🧵 blockstranding | Morph | vooi_io Building knowledge, one post at a time
David Pate @V3gfh24xz
4K Followers 684 Following A True Living Legend/The Whale of BTC-E/The Love Child of Satoshi Nakamoto 🐳 #BTC/#LTC/#Crypto4Life
Djinn @0xDjinn
435 Followers 535 Following 🔥 Talking all things Yapper + Crypto 🪙 | 📢 Alpha, memes & analysis 🚀 | Follow ME 🔁 | ⚡ Together we shape the Web3 era 🌐
GalaNFT ⚡ @0xGalaNFT
392 Followers 305 Following Fan gala_nft2 Crypto & Web3 junkie 🌟 | Yapper fan 🐧 | Sharing blockchain updates, NFT drops 🎨 & insights 💡 | Join the adventure of decentralized life!
梅莲花.eth @meilianhua_eth
972 Followers 2K Following 吃土中💸 链上坚挺💪 Kaito保我不搬砖🧱 #KaitoAI #Web3 #DeFi #OnChain #Degen
SolanaNews.sol @solananew
67K Followers 19K Following Daily Cryptocurrency Updates, Research, Solana Bullposting, And Education 🔥💃 @marinadefinance @magiceden @luckio @defidevcorp @pudgypenguins @Metaplex
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Erica3202 @Erica3202AW
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加密小象 🦅🟠... @cryptoxiaoxiang
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Surge @SurgeOnSui
48K Followers 76 Following The First AI Agent Launchpad Built on @SuiNetwork Seamless AI Integration, Native to #SUI 🌊 Loading...
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Credora by RedStone @CredoraNetwork
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10K Followers 5 Following Run any high yield DeFi strategy used by institutional funds. Earn from basis, LPing, looping etc on 70+ protocols. Backers @dragonfly_xyz @6thManVentures
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734 Followers 306 Following Tassat delivers secure private blockchain-based solutions, enabling real-time transacting to occur with greater efficiency, speed, integrity and transparency
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