Badkidsfly
@0x_danf
GP@orthogonal Labs | prev. @Binancelabs
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Start my new endeavor: launching Orthogonal Labs (orthogonal.fund) - an evergreen crypto venture backed by seasoned builders, traders and investors from top tier companies in this space. link.medium.com/uWIzWmw9PHb
Thanks @infinityg_ai for the invite 🙏 New teams/builders are the upstream “assets” of the ecosystem — the variable that drives innovation and the potential new engines for the industry. They’re also the contrarians willing to go against the norm. Always happy to see them…
Introducing @0x_danf, Founding Partner at orthogonal.fund, joining our mentor team for #SuperIndividual Incubation Camp Season 4! Previously with @YZiLabs, Danny brings deep experience in Web3 venture building and guiding founders tackling bold, future-driven ideas.
Huge congrats to @Chrizhuu and the @DonutBrowser team — very glad to be doubling down. Few teams understand crypto, product and USERS at this depth, and still keep executing this hard in this chaotic market. They’ve been relentlessly trying to ship the right product for this…
For the last 6 months, we’ve prototyped Donut, with 100,000+ visionaries on the waitlist to co-create the interface for the financial internet. Today, we're excited to announce that We raised $22M to build the world's first agentic crypto browser for trading. Money doesn’t…
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…
BREAKING: 🇺🇸 NASDAQ FILES WITH U.S. SEC TO ENABLE TRADING OF STOCKS IN TOKENIZED FORM. THIS IS ABSOLUTELY MASSIVE 🚀
看了下USD.AI 的documentation。我觉的的意义并不在于新增一个"USD"或者".AI"，它最有意思的点是设计的Caliber机制提供了一条解决“链上-链下法律衔接”关键难题的路径。…
We’re excited to welcome @YZiLabs as a strategic investor in our mission to build a dollar that scales global compute. Grateful for the trust as we expand USDAI beyond $60M TVL and into the future of AI intelligence.
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？…
Elon Musk’s X to offer investment and trading in ‘super app’ push on.ft.com/4kRo8SP
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…
We’re excited to announce that we raised a pre-seed round of $7M, led by Hongshan (formerly Sequoia CN), BITKRAFT, and HackVC, with participation from top ecosystem angels. Meet Donut, the world's first Agentic Crypto Browser on @solana. Read more in the thread🍩🧵👇 (1/7)
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） -…
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…
前天晚上熬夜看完了Circle的招股书之后，当时心里的第一个感受是这家公司其实挺憋屈的，叠加最近的FDUSD脱锚事件，聊一聊为什么看似十分赚钱的稳定币生意，现在的情况： 从Circle IPO…
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
We are excited to be included in @TechCrunch ’s 20 Hottest AI Open-Source Startups of 2024! At MyShell, we’re all in on driving AI innovation with that open-source vibe. Huge props to our brilliant AI dev team and amazing community members for lighting this fire with us!…
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 ！
📢 #NewListing #OKX will list $NAVX @navi_protocol! 🟢 $NAVX/USDT Spot trading will begin at 10:00 AM on March 25 (UTC) More: okx.com/help/okx-to-li…
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