shuang^🍦
@shuang_log2pi
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Penned tales amid the on-chain mystery. Chief Ice cream Owner 🍭Doing Interesting research @animocaresearch NFA. Tel: 86400
Game Zone
Joined September 2019
ok some personal news: 1. I'm joining @a16z! 2. my family and I are moving back to San Francisco 🇺🇸 👋 I’m joining a16z as a Partner and Head of Ecosystem. Excited to be teaming up with @eriktorenberg for a second round, continuing what has become my life’s work. I'll be focused
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Go Kite! @GoKiteAI • ╱ ╲ • • ╲ ╱ │ ┴
当 @PayPal 和 Kite AI 聚在一起讨论 AI 经济的未来时，会发生什么？ 我们的创始人 @ChiZhangData 和 @scottshics 最近主持了一期特别节目《AI on AIR》，邀请了 @JonathanCordeau（@PayPal 企业产品增长副总裁）和 @alanxdu（@M12vc 合伙人；前 @PayPal Ventures 合伙人），探讨 AI
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"May I do copy trading from you ser, Mr. Deepseek?" Learnings I get when browsing the MODELCHAT 1/ Real 7/24 trading liveness: models talk to themselves to reflect on each trade on the overall position. 2/ The Exit Plan they made is explicit Profit Target: $1,200 Stop Loss:
Alpha Arena is LIVE 6 AI models trading $10K each, fully autonomously Real money. Real markets. Real benchmark. Who's your money on? Link below
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It is so valuable (damn true) to be more focused on the most important thing; emotion is the mind killer. I just read the article that says all emotions are just illusions. It is you, yourself, that drives the thought to a twisted place and delves into the swirl. And within
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AND - Stables are gradually programmed into off-chain service - Game/IPs may turn into toy-driven RWA grind zones - Trading (perp & spot): the sleepless, intensified battlefield
Crypto in a Nutshell Q4/2025 - Temu Hyperliquid v Hyperliquid - Dune ruining their reputation with 1 tweet - People suddenly care about Privacy and privacy coins - No one care about AI, except a small group of people - DeAI coming in hard (EigenAI/Compute, TAO Halving) - Every
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RedStone is HYPED about Hyperliquid. An ecosystem scaling at lightspeed, with a steady stream of emerging, high-potential projects. We've mapped out the landscape so you don't have to. Our take on the Hyperliquid Ecosystem Map. 👇
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Join Kite at @kbwofficial in Seoul next week! 🇰🇷🪁 We’re hosting and speaking at some of the most exciting events during KBW. Come meet us ⬇️
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Lol, the first App I built is about Poker ♠️♥️♣️♦️ Need to practice more!
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Take Green Pills, and we're still early here! Something phenomenal, or nothing
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Real world data >> divine oil field
Animoca Research just dropped their massive report on IoTeX. here's 5 reasons why they see IoTeX as a foundational project for Real-World AI: 1⃣ macro alignment → $1.1T+ Real-World AI market by 2030. IoTeX positions itself in the middle connecting devices, data & AI. 2⃣ data
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IoTeX: The Open Ecosystem for Real-World AI Author: @shuang_log2pi; mingr@animocabrands.com 1/ Real-world AI markets are set to explode: Enterprise AI reaching $450B by 2030 across manufacturing, logistics, healthcare, energy & finance, while consumer AI hits $674B. 2/
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i have two high level thoughts when it comes to collectibles: 1. attn schelling pt is super power law, i like to focus on first+best, 1st ed charizards/lotus can never be dethroned no matter prints in future, rather accrue value 2. sealed outperforms usually, even csgo crates
collectibles thinking: when competing with infinite attn (new prints/etc), v hard to build schelling pts best schelling pt is "first" because that can never be dethroned so i exclusively focus on first and best, everything else is liquidity trap imho
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1/ 🧵 Deep Dive: WLFI Tokenomics Analysis $WLFI ’s token distribution stands out: only 3% circulating supply at launch, while 97% is ‘To Be Determined.’ Here’s why this governance-driven structure might exist, and what it means for holders.👇🏻
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The market has a nasty correction since Friday's Powell speech. Fed displayed the dovish side, but the recent liquidations show us the new floor show. Watch out Breakdown, till Sep - PENDLE @ $5.5~6 Thesis: New product launch + hitting ATH = moon mission guaranteed (LOL)
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(1/5) $HYPE -- the path to $1,000 🧵 I've written a lot about $HYPE's value today, but what about its value in 5-years? I'll try to make this quick & cover what assumptions are required to achieve $1,000 per $HYPE by 2030. Honestly, it doesn't seem so crazy Thoughts below 👇
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