Badkidsfly @0x_danf
GP@orthogonal Labs | prev. @Binancelabs orthogonal.fund Hong Kong Joined May 2009-
Tweets230
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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 🫡
So community is "coding" through "buidlpad" on "InfiniSVM" - a very interesting combination🧑💻+⌨️+💽
So community is "coding" through "buidlpad" on "InfiniSVM" - a very interesting combination🧑💻+⌨️+💽
MartinaService @A78QF7VQEXEt9
1 Followers 303 Following
Gh0z 🎯🚀 @0xGh0z
122 Followers 335 Following Yapper to earn 🚀 | Airdrop hunter 🌱 | Farming retros, stacking bags 💼 | Yap today, claim tomorrow, flex forever 💎 | Talking for tokens, living for wins 🏆
Mistal 🌋 @0xMistal
135 Followers 353 Following ⚡ Exploring Web3 stories, Yapper vibes & easy crypto gains 🪙 From airdrops to alpha, I share the simplest ways to grow your digital wealth 🚀🚀🚀🚀🚀🚀
ErebusNFT 🚀 @0xErebusNFT
136 Followers 403 Following 🎙️ Crypto educator & analyst 🔍 | Breaking down Bitcoin ₿, DeFi 💸 & NFT trends 🚀 | Making blockchain ideas 💡 simple for everyone 🌍 🚀🚀🚀
Cerastes🐉 @0xCerastes
125 Followers 388 Following Crypto enthusiast and tech explorer. Obsessed with learning, building, and sharing insights from the ever-evolving digital world. 🌌
Wenfang 🖊️ @0xWenfang
126 Followers 359 Following 🪙 Daily crypto gains ⚡ Yapper threads, NFT drops 🚀 Explore Web3 ❄️ Claim easy airdrops 💎 Make money simple, safe & fast 🌍
Dracula 🦇 @0xDracul
161 Followers 471 Following 📝 Writing about Yapper + Crypto everyday. 🌍 Sharing Web3 thoughts to the world. ⚡ Narratives, a l p h a & culture.
Ouquuibui @Ouquuibui61702
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Harriette @truonganhv2967
226 Followers 806 Following Turning complex crypto into clear, actionable content Research-based threads | Vooi_io | blockstranding | MavrykNetwork 📢 Follow for no-hype crypto insights
Sikaku @vutruongan10339
89 Followers 917 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
GalaNFT ⚡ @0xGalaNFT
132 Followers 295 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
978 Followers 1K Following 吃土中💸 链上坚挺💪 Kaito保我不搬砖🧱 #KaitoAI #Web3 #DeFi #OnChain #Degen
Natalie @natalie_motil2
4K Followers 3K Following i’m not here for the basics… i’m here to have some fun
Ashveil ⚡ @0xAshveil
141 Followers 478 Following 🧊 Navigating the crypto winter ❄️ Yapper threads, Web3 alpha & airdrops 🪙 Simple ways to earn & build digital wealth 🚀 Chill & claim ⚡
Yash Gandhi @hash_dd
413 Followers 4K Following Pondering // @immutable @Delphi_Digital Ventures & Strategy
MoatsOnly🇺🇸 @Wherarnik8257
38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
IdaStowe @pI1q6cgGGr1b6U
122 Followers 3K Following
mudrevskiy @0xmudrevskiy
328 Followers 487 Following $FTX non-stricken, $MEME non-stricken, non-stricken
Garnet Maggio-Collier @GarnetMagg29335
85 Followers 1K Following
Cryppto ⚜️ @Cryppt_o
2K Followers 2K Following Cryptocurrency Marketing Manager and Promoter btc Send me a DMM to promote #ETH #BNB #SOL #SHIB #PEPE #BONK #PEPENFT
Ibliwo @Ibliwo138879
21 Followers 990 Following
Cora allison @Coraallison20
456 Followers 5K Following I'm here looking for a serious relationship with a good man
Ath Girl @yourathso1
385 Followers 4K Following ATH GIRL CA: WfAfq1TMYMXSqqGaAsm5304tmQv1yMEcqUrT6u4pump
Lafayette Hintz @HintzLafay85849
69 Followers 3K Following
Maxime Sipes @MaximeSipe19206
64 Followers 3K Following
Annette Kozey @KozeyAnnet11159
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Joanna @rEFy2g0t7tXt7
23 Followers 1K Following
sz-pi network @chngzhn25636590
107 Followers 1K Following
だまこ @damaco301
187 Followers 4K Following
Jay Yu 🐟 @0xfishylosopher
4K Followers 800 Following research & investments @panteracapital | ex-pres @StanfordCrypto | alum @StanfordPHIL
Oupuwoo @Oupuwoo6513654
29 Followers 1K Following
Santhosh Narayan @0xSanthosh
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ゆういち @yuichi19980811
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Graphite Protocol(SUP... @GraphiteProtooo
86 Followers 871 Following Graphite Protocol - We build smart contracts and tech currently powering@LiveBONK &@bonk_fun Token ID: 31k88G5Mq7ptbRDf3AM13HAq6wRQHXHikR8hik7wP ygk
Relate Studio @relate_studio
279 Followers 297 Following Design studio creating brands, websites, UI/UX & motion for Web3, AI & beyond. Clients: @SuiNetwork, @Chain_GPT, @BabyDogeCoin +100 more
Afoamad @Afoamad0498549
17 Followers 1K Following
Centrifuge @centrifuge
85K Followers 325 Following Bringing the full power of onchain finance to asset managers and investors. Built on Ethereum. https://t.co/qJEhzsUUWQ • @rwasummit • @tacoalition
Yzi Labs @BinanceLabs
9K Followers 1 Following YZi Labs (formerly Binance Labs) invests in Web3, AI, and healthcare. Find us at @YZiLabs.
Collector Crypt @Collector_Crypt
69K Followers 1K Following We sell RWA Pokemon cards on Solana | CA: CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp | https://t.co/pCXgX58Yaz 👇
Onyx @onyxdotbond
2K Followers 96 Following Onyx is a platform for tokenizing revenue-generating businesses. We make it infinitely more valuable to build a business onchain.
Parcl @Parcl
243K Followers 586 Following The leading real estate investing platform. Start with just $100. Powered by @parcllabs | Support: @parclhelp
Harriette @truonganhv2967
226 Followers 806 Following Turning complex crypto into clear, actionable content Research-based threads | Vooi_io | blockstranding | MavrykNetwork 📢 Follow for no-hype crypto insights
Rory Kala π² Anomag... @KalaRory
651 Followers 444 Following Cryto is the future https://t.co/k7HX1kakMq
Michael Nunes π²�... @MichaelNuunes
197 Followers 174 Following 🚀 Crypto KOL | Narratives & Alpha | Web3 believer
Fir Fir @FirFir189564
107 Followers 240 Following SOLANA on my heart Welder // crypto enthusiast :) Backpack exchange No1 WAO
GalaNFT ⚡ @0xGalaNFT
132 Followers 295 Following Fan gala_nft2 Crypto & Web3 junkie 🌟 | Yapper fan 🐧 | Sharing blockchain updates, NFT drops 🎨 & insights 💡 | Join the adventure of decentralized life!
Minara AI @minara_ai
74K Followers 794 Following Your virtual CFO for digital finance. Backed by @Circle. Discord: https://t.co/UfFL6m0lBs Waitlist: https://t.co/uNQykgJjNq
Robata @robataai
433 Followers 73 Following Building embodied AI agents for interactive worlds. 🌏 Based in Singapore, Bay Area & New York 🌐 https://t.co/6quXHryIRB
Surf @Surf_Copilot
141K Followers 20 Following Crypto is the new wave, Surf to survive. Institution-grade research and execution in one. Smarter moves, faster. Powered by @BuildOnCyber.
梅莲花.eth @meilianhua_eth
978 Followers 1K Following 吃土中💸 链上坚挺💪 Kaito保我不搬砖🧱 #KaitoAI #Web3 #DeFi #OnChain #Degen
Junkribi 🔊🎒 @junkribi
1K Followers 1K Following MADLABS believer🎒| Yapping supporter 🗣️ | KOL loading... ⏳ | Hunting the next Web3 gem 💎 #Yapping #Crypto #NFTCommunity
Neo | DAO contributor @denyat1_
769 Followers 372 Following DAO contributor | @PortaltoBitcoin | @KaitoAI
Blockstreet @BlockStreetXYZ
16K Followers 10 Following The First Official USD1-native launchpad | Built to power adoption & scale across chains
kaledora @kaledora
6K Followers 2K Following building @ostiumlabs | prev harvard, bridgewater, ballerina @ royal danish ballet
BAS(BNB Attestation S... @BASCAN_io
192K Followers 137 Following 🥕Eco app: @beeperdotfun @Passport_BNB🥕@BNBCHAIN Hackthon winner; @BNBCHAIN grant; @Binance MVB8 https://t.co/6WqmtvwNDL
Yash Gandhi @hash_dd
413 Followers 4K Following Pondering // @immutable @Delphi_Digital Ventures & Strategy
0xQiYan⛩️ @0xQiYan
674 Followers 643 Following 📊 Deep dives into Yapper + Crypto | Narratives, analysis & alpha daily 📝 Mutual follow 🔁 | Let’s connect and grow together in Web3 🌐
EASY Residency @EASYResidency
698 Followers 16 Following EASY Residency is @YZiLabs’ global incubation program, supporting founders in Web3, AI, and biotech.
USD.AI | Public Launc... @USDai_Official
15K Followers 387 Following The dollar that builds AI, wherever it forms. Developed by @permianlabs | Backed by @hiFramework, @dragonfly_xyz, @yzilabs, @DCGco
B Strategy @BStrategyTech
450 Followers 12 Following B Strategy bridges traditional capital and digital assets, prioritizing deep research, rigorous risk management, and institutional‑grade execution.
Bitkub.com @BitkubOfficial
76K Followers 616 Following #Bitkub is the No.1 licensed bitcoin exchange in Thailand that offers services to individuals who intend to buy, sell#cryptocurrency https://t.co/Az2EhQHBOO
Hyperpie @Hyperpiexyz_io
10K Followers 136 Following MEME Launchpad, MEME DEX & Liquid staking on @HyperliquidX. Created by @magpiexyz_io
space nugget @0xspacenugget
400 Followers 75 Following Powered by zkWASM. A next-gen on-chain mystery stone box game by @delphinuslab. https://t.co/hYHi6zIOSD https://t.co/4O9zACT3MF
Unicorn X @unicornxdex
10K Followers 20 Following We are a singular trading ecosystem, more than a DEX | Powered by @unicornverse_io🦄
Unicorn Verse @unicornverse_io
15K Followers 24 Following The World's First Liquidity Empowered Strategic Investment House | Founder @A_unicornverse
Pipe Network @pipenetwork
212K Followers 15 Following Pipe Network | The decentralized CDN redefining data delivery 🌍 | Faster bandwidth, lower latency ⚡ | Built on @Solana https://t.co/ztFVp8tH9X
Pentagon Pizza Report @PenPizzaReport
237K Followers 73 Following Pentagon Pizza Report: Open-source tracking of pizza spot activity around the Pentagon (and other places). Frequent-ish updates on where the lines are long.
SEDA @sedaprotocol
42K Followers 126 Following The Internet Onchain Access programmable feeds for +11m symbols across Crypto, Stocks, ETFs, Rates, and Private Equity in seconds. Backed by @Coinbase + more.
Ath Girl @yourathso1
385 Followers 4K Following ATH GIRL CA: WfAfq1TMYMXSqqGaAsm5304tmQv1yMEcqUrT6u4pump
Nockchain @nockchain
14K Followers 110 Following $NOCK is programmable gold, powered by Zero-Knowledge Proof of Work. TG: https://t.co/398TLX4C6nTrends for United States
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