Cosmo Jiang
@cosmo_jiang
Followers
6K
Following
3K
Media
139
Statuses
1K
Investor - Digital Assets | @solana_company | GP + PM @PanteraCapital | Founder @novariverxyz | Opinions are my own, not investment advice
Joined January 2017
Pumped for HSDT @HeliusHSDT to build the preeminent SOL treasury, led by @PanteraCapital & Summer. After pioneering DATs and part of the formation of @defidevcorp @BitMNR and @Iamhuman_ORBS, I’m excited to channel everything we’ve learned and the expertise we’ve built into this
Helius $HSDT, in partnership with @PanteraCapital and Summer Capital, announces over $500 million in funding to launch the preeminent Solana treasury company. Link to press release: https://t.co/dtBFZI4plI
14
10
71
As institutional and retail investors adopt digital assets, DATs and ETFs offer distinct strategies. DATs actively manage to maximize token per share. ETFs passively track the market. Watch my full conversation on @CNBCFastMoney with @MelissaLeeCNBC
Some of digital asset treasurys companies can outperform the underlying token if executed well, says @cosmo_jiang of @PanteraCapital
https://t.co/3paPYlOQQW
1
3
10
Western Union has been around for nearly 175 years. They lived through railroads, telegraphs, and entire monetary systems by adapting to every shift in how money moves. Let’s analyze @WesternUnion their history and why they chose to build on @Solana. 👇🏼🧵
It's official: @WesternUnion, the world's largest money transfer business, is building exclusively on Solana. 🔥
2
6
14
Join us live with @heliuslabs CEO @0xMert_, @SolanaFndn Growth @chloejiani, and @SolanaFndn DeFi Growth Lead @ramzyyalii! Our $HSDT Director and @PanteraCapital General Partner @CosmoJiang will explore how Helius and the Solana Foundation are collaborating with top Solana
62
50
173
We absolutely love it when we can highlight real life stories about Cloaked making a positive impact in our users’ lives! Huge thanks to @KCBSRadio/@kcalnews Investigative Reporter Kristine Lazar for sitting down with @keepitcloaked CEO @acenario and user Candice to highlight the
2
13
46
smell like... something’s burning? oh it's just over **6M HONEY burned** this month🍯🔥 spooky season just got hotter any guesses for november’s burn? closest one gets a lil surprise 👀 https://t.co/Jp0FoRQxSR
26
10
77
🇨🇳 We’re screwed … it becomes indistinguishable from reality Ali’s Wan 2.2 lets you stream without showing your face. It maps your voice and motion onto another face.
0
1
5
HSDT continuing to accrete Solana per Share I'm really proud of @Solana_Company fundamental performance in its first month
This month, our average gross staking return was 7.03% APY and we now hold over 2.3 million SOL. Outperforming the top 10 validators while increasing our SOL per share. Here’s how 👇
1
1
16
The NBA has returned! The experts at Run Pure Sports have you covered for everything you need in DFS --> - Main Slates - Showdowns - Late Slates All with cores, projections, rankings and more! + 24/7 updates from best discord in the business. *NBA only subscription now
9
16
64
Solana ETFs are coming, opening distribution up to a whole new set of investors https://t.co/0YwExi266i Passive = BSOL, great for most people Active = HSDT, as an alternative @Solana_Company
Introducing $BSOL — the Bitwise Solana Staking ETF. Starts trading tomorrow. - First U.S. ETP to have 100% direct exposure to spot SOL - Maximizing Solana’s 7%+ average staking reward rate* - Targeting 100% of assets staked - Staking through Bitwise Onchain Solutions, powered by
1
3
19
Can't take the Helius out of $HSDT @Solana_Company Excited to partner with and support the leading RPC provider on Solana @heliuslabs @0xMert_
9
12
48
TradFi allocators are waking up to SOL and it's potential SOL is now available on Fidelity's @DigitalAssets platform, and published a great research report as well Education and advocacy is the #1 goal, because the thesis is so clear $HSDT @Solana_Company
0
4
16
🇭🇰💜 Approval of a Solana spot ETF in Hong Kong broadens regulated access to SOL, a clear tailwind for HSDT given its @PanteraCapital-@SummerCapital_ roots and Hong Kong dual-listing ambitions.
🇭🇰 LATEST: Hong Kong gives the green light to its first Solana spot ETF.
0
5
15
NEW: Is Larry Fink’s $350 Trillion Real Estate Bubble COLLAPSING Into Bitcoin!? 👀
31
71
398
Cleaner access into $HSDT for a wider set of investors, same focus on maximizing SOL per share Doing right by investors and playing offense, not defense Details ⬇️
Entering our next phase of transparency and unfettered price discovery. We believe that making our resale registration effective – rather than delaying the inevitable like many of our peers – is the best path forward for $HSDT. We're playing offense, not defense. 🧵👇
16
10
32
ETFs are passive. DATs are active. "If you want a manager to add value, to acquire assets in a constructive way, to stake, to interact with DeFi – that's worth something and it generates excess yield. That's why some of these DATs can trade above one times book." –
24
15
51
Demand for Solana stablecoins has hit a $17B+ record high: - $1.5B+ added this month - Up $4B (33%) since the beginning of September Solana is for stablecoins.
1
3
10
1/ Last Friday’s global selloff was one of the sharpest risk-off moves in recent memory. Equities, credit, and crypto all sold off violently. Yet one ecosystem stood out for its resilience: Solana. 🧵 A quick look at how Solana performed through the volatility 👇
7
11
45
What’s going to be true in 10 years
The future is Solana Solana has 300x cheaper tx fees than Ethereum Still it collected $36M in the last 30d while Ethereum only $26M This is how much fees you pay for 1M transactions on both chains 👇🏼
1
33
315
Bitcoin surpassing $125K earlier this week signals a maturing market — driven by the "opening of access" through ETFs and DATs. @cosmo_jiang highlights the leaders behind this shift on @CNBCFastMoney.
What's next for #Bitcoin after its latest record high and a slew of brand new digital asset treasury (DAT) companies making big moves? @PanteraCapital's @Cosmo_Jiang lays out the path ahead and weighs in on the Bitcoin vs. gold debate
11
12
45
Solana is special because it is the leader in DePIN applications, which use token incentives to create networks faster and cheaper than legacy incumbents Pumped to support @aseidman @Hivemapper as they service LYFT, Volkswagen, NBC & others @Solana_Company $HSDT 🤝@solana
3
3
11
The revenue chain. Here @cosmo_jiang of @Solana_Company and I discuss how fast some companies building on Solana go from zero to $100 million in revenue. It's the best product with the most users and revenue. Just build on @solana.
29
33
129
What's the answer....What happens when I die? If someone dies, will they live again? Join us as we take a look at this question using the Bible’s Testimony.
1
2
8