kevin_zkp's profile picture. Managing Partner at @gate_ventures.
Keep your eyes on the stars and your feet on the ground.

Kevin

@kevin_zkp

Managing Partner at @gate_ventures. Keep your eyes on the stars and your feet on the ground.

Pinned

Fundamental Research + Technical Analysis = Win Big & Lose Small. I call it "jfar".


Internet Capital Market

DeFi Looping + RWAs = TradFi leverage on steroids, minus the gatekeepers. Deposit tokenized T-Bills or Credit Funds, loop 5x on Aave/Morpho, earn 18% net yield on *your* capital — not a bank's IOU. KYC once. No margin calls. No weekend closures. Permissionless, composable,…



随着机构牛的发展,区块链技术本身作为应用真正走到了价值发现的阶段。从面向散户的代币退出,转向面向传统金融大厂的并购退出和IPO。币圈VC需要完成一次蜕变,从crypto native走向tradfi。…


RGB就是未来

We’re proud to back @BitlightLabs in building the future of Bitcoin with the RGB tech stack. We firmly believe the utilities of RGB protocols will be a game-changer — unlocking scalability, programmability, and real-world applications for the Bitcoin ecosystem. This is just the…



Kevin reposted

Pendle is transforming into a platform brand, unifying multiple projects under one banner. @pendle_fi (including Citadels) and @boros_fi all sit within this structure. There will be no new tokens. All value accrues to $PENDLE alone. Yesterday, we announced that Boros has…


Kevin reposted

Kevin reposted

Google just dropped AP2: a protocol for AI agents to spend money. This is bigger than a payments tweak. It is the attempt to standardize trust for economic agents. Mandates = cryptographic proof of user intent. Audit trails = accountability at scale. Stablecoins = making agents…

tengyanAI's tweet image. Google just dropped AP2: a protocol for AI agents to spend money.

This is bigger than a payments tweak. It is the attempt to standardize trust for economic agents.

Mandates = cryptographic proof of user intent.
Audit trails = accountability at scale.
Stablecoins = making agents…

Kevin reposted

0/ Fixed yield will be DeFi’s Trojan horse for TradFi. Predictable cashflows. Certainty in the face of uncertainties. It’s a language institutions already understand and love - now enforced by code and settled on @Ethereum. A guest thread by @tn_pendle.

ethereum's tweet image. 0/ Fixed yield will be DeFi’s Trojan horse for TradFi.

Predictable cashflows. Certainty in the face of uncertainties.

It’s a language institutions already understand and love - now enforced by code and settled on @Ethereum.

A guest thread by @tn_pendle.

Kevin reposted

From Curve to Fluid, the shift in the primary liquidity hub for Stablecoins on Ethereum. Curve's Dominance from 2020 to 2024: During the DeFi summer, Curve built the deepest stablecoin liquidity on mainnet with its 3pool. At its peak, 3pool had $6B in DAI/USDT/USDC liquidity,…

tomwanhh's tweet image. From Curve to Fluid, the shift in the primary liquidity hub for Stablecoins on Ethereum.

Curve's Dominance from 2020 to 2024:
During the DeFi summer, Curve built the deepest stablecoin liquidity on mainnet with its 3pool. At its peak, 3pool had $6B in DAI/USDT/USDC liquidity,…

欢迎 @ChingChaLong02 的加入👏

最近加入了 @gate_ventures ,继续我的投研生涯。感谢路上一直遇到的贵人,接下来作点新尝试。一直也是看 DeFi 为主,最近留意到 prediction market 赛道也发展得挺快,欢迎各位大佬交流交流:) TLDR, joined @gate_ventures lately. I'm grateful for the kind “teachers” I've met along the way,…



Kevin reposted

Tether to Launch USD₮ on RGB, Expanding Native Bitcoin Stablecoin Support tether.io/news/tether-to…


Kevin reposted

🚨Reminder: 1 day left until our exclusive AMA with Gate Ventures! AlphaTeam is co-hosting with @gate_ventures for an exclusive AMA: “Unlocking Global Opportunities: Aptos Grants, Investments, and Web3 Builder Insights” 📅 Thursday (14th August) | 7:00 AM UTC 🎙️ X Spaces:…

AlphaTeamAptos's tweet image. 🚨Reminder: 1 day left until our exclusive AMA with Gate Ventures!

AlphaTeam is co-hosting with @gate_ventures for an exclusive AMA:
“Unlocking Global Opportunities: Aptos Grants, Investments, and Web3 Builder Insights”

📅 Thursday (14th August) | 7:00 AM UTC
🎙️ X Spaces:…

Great to bring all parties to the ground to build Web3 futures. LFG!

We’re excited to announce that Gate Ventures, together with Superteam UK and the Cambridge Blockchain Society, has launched the Web3 (Open-web) & AI Frontiers Programme! @SuperteamUK @camblockchains This initiative empowers UK developers, startups, and researchers building on…

gate_ventures's tweet image. We’re excited to announce that Gate Ventures, together with Superteam UK and the Cambridge Blockchain Society, has launched the Web3 (Open-web) & AI Frontiers Programme! @SuperteamUK @camblockchains

This initiative empowers UK developers, startups, and researchers building on…


Pendle is the beta play to ride the stablecoin and RWA trends.

People across the world are disadvantaged by restrictions on access to core financial services. Today, we are excited to announce our partnership with @Pendle_fi to make critical services, like yield, available to everyone, everywhere.



DeFi merging with TradFi

Today, @SkyEcosystem and its decentralized stablecoin USDS got a B- rating from S&P (@SPGlobal ) - the first time they rated any stablecoin issuer, centralized or decentralized. Some people are getting hung up on the B- because its not investment-grade yet when compared to…



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