
Vicky Fu
@VickyXAI
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Co-founder @YalaOrg | ex-Circle(USDC), MSFT, CapitalOne | 🪙 #BTC maxi… all statements are my own.DYOR
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Joined July 2014
Spend Now Pay Never. We envision a form of life where you can retire with 10 Bitcoin today, maybe 1 Bitcoin within 5 years. Mark my words
Yala x @AlchemyPay 💚💙. We are working with Alchemy Pay, a leading payment gateway bridging crypto and fiat, to bring $YU in the real world. The Yala Yeti Card is coming 👀. Spend your $YU earned from your BTC in the real world, from coffee shops to commerce. ↓
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Nice.
Yala’s DeFi Marketplace paid for my trip to Hong Kong. I minted $YU by locking up BTC, deployed it into one of the yield strategies on @yalaorg DeFi Marketplace and started earning stablecoin returns. I cashed them out and covered flight, hotel, and a lot of dim sum😅😅. Few
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RT @KathySats: Yala Finance is becoming a #BitcoinFi black horse. @yalaorg is building an omni-chain Bitcoin-backed stablecoin. Within 60d….
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Love to see Yala’s friends come over to participate our podcast.
📺 Livestream alert 📺. ⏰ Tomorrow 11:00AM EST . 🎙️ Two @circle vets go deep on Bitcoin, Solana, stablecoins, RWAs, and more. ⚡️ @hermidao1 from @switchboardxyz . 🏔️ @VickyXAI from @yalaorg. Don’t miss it.
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Yala 💟 Switchboard.
Yala x Switchboard. Real-time pricing for $YU is now live on Solana, powered by @switchboardxyz's fast, verifiable on-chain oracles. Bitcoin meets Solana speed.
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The wall between corporations and crypto is crumbling.
FIRST us public company puts $50M straight into $HYPE tokens. facts:.• EYEN → HYPD rebrand.• stock jumped 120% post announcement.• 97% of $337.95M revenue to buybacks.• $2B monthly vol. when u see nasdaq listed companies loading native defi protocols instead of etfs, pay.
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Quick math fixes:. IPO price: $31 (not $26).Initial market cap: $6.8B (not $6B).Fair valuation range: $15-24B (not $150-250B - that was overly ambitious!). At $150/share now = $36B market cap, the market has repriced Circle well beyond my bullish target. The core thesis holds:.
Watching Circle's IPO pricing is fascinating from a fintech infrastructure perspective. Having built payments infrastructure at Circle, I can tell you: when you control money issuance, you're not in fintech anymore. You're in monetary policy. $26/share = $6B valuation for $60B.
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