ash2023

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One let ChatGPT build his financial product
The other let a goose explain his NAV discount
We are so back (over)?
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Seeing more funds becoming more interested in the collectibles thesis
Good sign
Check out our report we did last year:
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time for a reintroduction
hi, i'm not an asian woman
> why would you doxx where you're based in
> crypto? we call it emerging technology these days
> degree in ponzinomics and phd in ngmi
> i dont come on this website for charitable purposes
> currently bullish on collectibles
let's connect 👋
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Pre-market only matters when the price action favors my positioning
If it's against, then pre-markets are illiquid, a counter-signal and only for MMs to trap retail
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The AI Infrastructure Stack
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if you're in crypto, pivot to memory
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Before you tell me, I tell you
Mac n cheese with bang bang sauce
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ANTHROPIC RELEASES CLAUDE FABLE 5
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The answer to the hot Singapore weather
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ZK sold privacy
FHE sold a better privacy
Now they're all selling quantum resistance
ZK-1.84%
FHE-1.50%
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GateUser-9341b2ec:
1000x Vibes 🤑
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Seeing celebrities and trading cards being tokenised as useless tokens again lmao
We really don’t learn do we
USELESS4.66%
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Crypto VC observations
Many Asian VCs either closing down or unable to raise new funds + letting employees go / employees left for a better future
Meanwhile US funds aggressively hiring to expand their team and continue to raise fresh funds
Other trends worth noting:
• US companies captured over 70% of capital and 43.5% of deals in Q1 2026
• AI eating both the talent and LP attention; some funds have even pivoted to investing solely in AI and/or robotics (quantum next?)
• 2020-22 vintage funds are out of capital and expected to closed by 2026
• Token model broke, which is why LPs won't recommi
INFRA-1.60%
RWA-2.06%
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Hyperliquid
(hold both tokens)
HYPE1.66%
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PSA: any crypto consumer app who says they have 100k monthly active users is lying through their teeth
Not even 100k active users on-chain now 🤪
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Project Darkbloom: Turning Idle Macs Into AI Infrastructure
Every time an AI tool is used, the request travels through multiple layers of infrastructure before reaching the actual hardware doing the work.
The flow usually goes across different layers of Data centers, cooling systems, GPU hardware and layers of margin → All baked into what you're paying.
The @eigenlabs team calls this the Inference Tax.
Darkbloom is their research initiative to address it.
The premise: 100M+ Apple Silicon Macs already exist, already paid for, sitting idle most of the day. What if that compute could be organi
EIGEN-7.04%
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You said money can't buy happiness?
Sumimasen, come to Japan
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