A.T
@alextang
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co-founder & GP @mf__xyz | no strategy without schemes | all posts are my own | NFA
your head rent-free
Joined January 2024
This letter was originally written for MFV’s limited partners and is shared in adapted form to give prospective partners a clearer view into how we think and operate. MFV Partners, As we’re writing this note, we’re sitting in East Asia. We’ve been spending time between New York
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Strong start to Consensus Week in HK. Been exchanging notes with fellow investors and builders on the ground, our conviction could not be higher. Come join my co-GP @Moshaikh at the Auros stage at 330pm to learn more about @mf__xyz’s thesis and view on the market.
We’re heading into a new world order where challengers no longer want to be fast followers but leaders, especially in innovation. This mindset shift won’t happen overnight, but the first real proof points will emerge in the next 18 months for early-stage venture, particularly
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The way I think about this is there are two models people keep using to talk past each other. One is Haseeb’s model, which is basically revealed preference. The market already ran the experiment, and the only things that have worked at scale so far are financial. The other is
With all due respect to Chris, I completely disagree with this take. Chris argues that "web3," particularly crypto-powered gaming and media, failed due to scams and regulation, and that better regulation will unlock these non-financial cases. OK, think about this for a second.
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We’re about to see more and more gaming IPs cross over to film/series/webtoon/manga because that’s how you really expand your audience and grow your franchise. I’ve seen large Korean gaming companies work with webtoon and anime studios to do the same All IP plays will converge
Baldur’s Gate is set to become a TV series at HBO, helmed by Craig Mazan from The Last of Us. Show will continue the story of Baldur’s Gate 3 and those characters. No word on Larian’s involvement or not. (Source: @deadline)
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The CT timeline hasn’t been particularly cheery lately. Starting the year on the ground across Asia gave us space to recalibrate - less reacting, more listening. What we saw were founders focused on shipping and outcomes, which ties in nicely where periods like this tend to
This letter was originally written for MFV’s limited partners and is shared in adapted form to give prospective partners a clearer view into how we think and operate. MFV Partners, As we’re writing this note, we’re sitting in East Asia. We’ve been spending time between New York
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Despite all the disillusionment on the timeline recently, here’s the latest update on MFV, why we're still bullish and a few anecdotes of what we've accomplished so far: - We announced the fund October 2025 but wrote our first check in Q1 2025 - We have invested in 8 companies
This letter was originally written for MFV’s limited partners and is shared in adapted form to give prospective partners a clearer view into how we think and operate. MFV Partners, As we’re writing this note, we’re sitting in East Asia. We’ve been spending time between New York
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We’re heading into a new world order where challengers no longer want to be fast followers but leaders, especially in innovation. This mindset shift won’t happen overnight, but the first real proof points will emerge in the next 18 months for early-stage venture, particularly
This letter was originally written for MFV’s limited partners and is shared in adapted form to give prospective partners a clearer view into how we think and operate. MFV Partners, As we’re writing this note, we’re sitting in East Asia. We’ve been spending time between New York
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Proud to share MFV’s investment into Bluff, leaning into our thesis that speculation drives innovation Why did MFV invest? Crypto casinos sit within the cross section of speculation, infrastructure, payments, trust and so many concepts blockchains were meant to solve. It is also
BLUFF has raised $21M, led by @1kxnetwork. We’re building the next-gen platform for online betting - faster, bigger, and made for the internet. We’re here to be #1.
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Is a crypto version of this what we need for another bull run?
New Cute Girl x Financial Trading TV ANIME "FX Senshi Kurumi-chan" TRAILER Air Date: 2026 Studio: Passione After her mom killed herself due to the debt she accumulated, a college girl starts foreign exchange financial trading to earn the money back. https://t.co/Zg9zJJwGf2
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@YaBoyRoshi Korean IPs all be looking the same, need to introduce new character designs in webtoons
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This is our David vs. Goliath moment Banks are supposed to protect their interests at any means necessary. The fact that they are using policies and lobbying shows this is an existential crisis, and it’s starting to hurt. The battle starts now. Oh and btw, David won.
🇺🇸 COINBASE CEO JUST REVEALED LIVE ON CNBC THAT BANKS ARE TRYING TO KILL CRYPTO AND THE MARKET STRUCTURE BILL THIS IS WILD
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The moat, for better or for worse, will be regulatory legitimacy. You can’t vibecode Money Transmitter Licenses, Qualified Custodians, or SOC1/2 compliance.
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Been following this creator token debate closely and i agree, that model is broken. i also don't believe we'll see major IP franchises adopt blockchain anytime soon (why should they? they already printing) We've been talking about IP/content creators completely wrong. It's not
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Crypto cards = retail off ramp solution targeting less bankable users / fiscal arbitrageurs. TBH the chain is not that relevant as the fees issuers charge have little to do with blockchain (only matters if there is foundation support) Issuers rely on the payment capabilities of
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Still waiting for Ripple to IPO so we can finally have a "project" that has both a token and a stock ticker which one will accrue more value? XRP ETF and tokenized Ripple stocks, do we still need (that or Base launches its token first)
JUST IN: 🇺🇸 Ripple is set to operate as a National Trust Bank in the US
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Hot take: the stablecoin duopoly doesn’t survive the next 5 years. Regulation won’t kill stablecoins, but it will localize them. After working closely with issuers, regulators, and users over the past few years, it’s clear the next phase is licensed, fragmented, and
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