🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Every transformation in finance begins with a new user interface. - In the Card Era, the credit card became the new interface for cash. - In the Digital Era, digital wallets became the new interface for e-commerce. - In the Web3 Era, stablecoins are becoming the new interface

Just circled the round on $SBET excited to participate in this and will ethpill Wallestreet with productive eth treasury strategy The real Cedefi convergence is just to begin

HK Interbank rate is back to covid brrrrr level 👀 When USD is volatile or hard to access (esp for CN maInlanders), players use HKD as a proxy for USD with southbound flow. Our liquid book is less crypto more macro, have learnt interesting "reversed carry trade" from my liquid

x.com/i/article/1928…

Bankers running the PIPE carry, politicians running the narrative. While we’re out here degen looping and memeing…They’re the ones who actually made it. GG this cycle, I guess (last bearish post of May i promise)

borrowing now at <1% of HKD and vs US 5%+ the giga carry trade opportunity on the table. HKD now prints back to covid lvl

dont think these coin public wrappers will end up like GBTC/other greyscale trusts from last cycle cuz 1/ majority of the wrappers are not qualified to print cb can only atm 2/ cant be used as collat. ETF is still not being accepted as collat in most primes so the de-leverage

Hang out with other FOs in HK these days, from capital allocators' lens, the opportunity cost of capital has remained high making vc, as a product, structurally less attractive As a prop fund we are constantly seeing 1. very prime private credits offers 15%+ yield (within TSMC

another big learning on the ground this time - pretty much all tier1 IBD are cutting staff as IPO pipelines dry up, which they are expecting to continue for years to come. Most of the hcs go to private banking and wealth mgmt, JP morgan 2024 alone AUM has grown ~30% in Asia ..

We plan to launch a few markets on Hyperliquid once HIP-3 is live with help of some friends The CEX listing process is deeply broken and we must find new pathways to liquidity that are fair to all participants Permisionless tech enables us to opt out of broken systems

Circle IPO imminent, last inning What plays out but out of my expectation - newly minted $10b meme coin (peak at $70b+) - hundreds of coin wrappers PIPEs - $PUMP tge serving us into the one last pump

0DTE took over 60% of mkt share in just less then 3 yrs … imagine robhinhood starts 24/7 stock trading .. and on top of that offers crypto spot, perps and 0DTE 👀 the biggest casino (aks US public equity market) is forcing the convergence to happen, very soon

For those who are obsessed with yield, just fyi Bridgewater China All Weather returned 37% in 2024, massively outperformed Pure Alpha (11.6%) and Global All Weather (7.2%), and this isn’t even a directional puncher, it’s a risk-parity style portfolio One of the most

Public equity market will always pay a massive premium for thematic trades, from HIMS to MSTR, from RKLB to CIRCLE, and the newly minted 10x NAV Ethereum SPAC

USDC and CCTP V2 are coming soon to Codex PBC! Codex is a new EVM blockchain designed for B2B stablecoin transactions and streamlined FX settlements. With USDC and CCTP V2, businesses will be able to facilitate fast and efficient cross-border payments on Codex and benefit

🏎️ 💨 ⚡️ Latency reduced from 6s to 1s 🧩 Redesigned the DA architecture 💪🏼 Full Node Upgrade 🧈 Silky smooth txs 🌊 100 tps to 300+ tps Been reflecting on the typhoon of the past 2 months and how lucky I am to be a part of this incredible team. In spite of all the noise and

half of AI startups now but ngl early stage tech investing in sf has been vibe investing since transformer anyway