1/ ANNOUNCEMENT: Searching crypto projects, technology, and the macroeconomy is a challenging task; doing it for free without any incentive is even harder; doing it while going through a long-lasting relationship break became almost impossible for me, but times have changed.

My god. Garry Tan on CNBC just now: Over 1,000 YC companies have been impacted. This is an extinction level event for startups. These depositors will not survive without a government plan.

Active addresses and transactions up the most on Aptos Network (has moved to Aptos!) over the last week and month. Fantastic dashboard from the @Artemis__xyz team

- Tron, the most widely used crypto project, has 1.6m DAUs; we’re still early - Crypto social is trending, with Lens Protocol showing green-only growth rates for the past year - Optimism’s daily active user counts have been on a downtrend after OP airdrop #1

The top 25 VCs ranked by fund size and transaction volume via Coinstack

1/ Crypto 101: Permissioned vs Permissionless Blockchains Distributed Ledger Technology (DLT) has been around for many years, but only following the recent technological disruption led by $BTC have they received much attention.

1/ Recently, HashKey Capital shared a research report with the top five tech trends to watch in 2023. HashKey Capital is a digital asset and #blockchain company with a global presence and cryptocurrency expertise.

Awesome visual on stock market history

One of the best investment thesis/ideas that I have seen lately.

Just noticed that my last post was from April last year. Ouch, one whole year! Time flies. Hope everyone is doing well. I'm short, trying...

Memes on Ethereum = insiders' game; Memes on Solana = PvP; L2s = cheap (tons of coins needed?); Modular/Fast L1s = same as L2s; DePIN = good narrative, has a future; RWA = same as DePIN, but lagging behind; DeFi = still the king of the hill; AI agents = focused on DeFi = good.