Discover and read the best of Twitter Threads about #a16z
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🚨Ω🚨
#CrossRiverBank has been Coinbase's customer facing bank for years and surprise surprise¹ it's been facilitating all kinds of fraud for years. coincidence? $COIN
¹ not a suprise at all if you've been following my extensive threads on the subject
#CrossRiverBank has been Coinbase's customer facing bank for years and surprise surprise¹ it's been facilitating all kinds of fraud for years. coincidence? $COIN
¹ not a suprise at all if you've been following my extensive threads on the subject
🧵2/Ω
I made a bunch of Cross River Bank threads so here's some of them... but let's just start with the money shot. This bank took investment from corrupt Malaysian govt officials both before and after #a16z invested in it.
I made a bunch of Cross River Bank threads so here's some of them... but let's just start with the money shot. This bank took investment from corrupt Malaysian govt officials both before and after #a16z invested in it.
🧵3/Ω
🚨【#Sui 代币上线在即，你知道它与其他L1哪些地方不一样？】
3亿美元巨额融资，背靠 #a16z、Jump Crypto、#Coinbase Ventures 等一众明星资本，#Sui 作为Move双子星之一，成为了当下L1的当红炸子鸡：
本推将包含一下内容：
1⃣Sui Move语言
2⃣Sui的共识原理
3⃣代币经济学与生态
4⃣Sui 给撸毛党的启示
3亿美元巨额融资，背靠 #a16z、Jump Crypto、#Coinbase Ventures 等一众明星资本，#Sui 作为Move双子星之一，成为了当下L1的当红炸子鸡：
本推将包含一下内容：
1⃣Sui Move语言
2⃣Sui的共识原理
3⃣代币经济学与生态
4⃣Sui 给撸毛党的启示
1⃣Sui Move语言
Sui Move是Mysten Labs在原有Move语言基础上进行的升级版，并以此开发出了现有的 L1 Sui，具备以下优势：
🔹安全、模块化、交易并行化
🔹吞吐量更高（官方TPS预期是120,000），简化了开发者体验，最终确定的延迟更低
Sui Move是Mysten Labs在原有Move语言基础上进行的升级版，并以此开发出了现有的 L1 Sui，具备以下优势：
🔹安全、模块化、交易并行化
🔹吞吐量更高（官方TPS预期是120,000），简化了开发者体验，最终确定的延迟更低
2⃣Sui的共识原理
Sui 通过两种不同的方式达成网络共识：
🔹拜占庭式一致广播，用于独立的转账交易
🔹Narwhal和Bullshark共识，用于有从属关系的复杂交易
简单的说就是，简单的交易走简单共识，复杂的交易走全面的共识，这样就能实现更快的网络效率。
Sui 通过两种不同的方式达成网络共识：
🔹拜占庭式一致广播，用于独立的转账交易
🔹Narwhal和Bullshark共识，用于有从属关系的复杂交易
简单的说就是，简单的交易走简单共识，复杂的交易走全面的共识，这样就能实现更快的网络效率。
🧵1/Ω A few things about @crossriverbank, a tiny #a16z funded lender that originated more #PPP loans for "small businesses" than anyone besides Chase, BofA, and Wells Fargo, mostly for people who were not their customers.
Also @coinbase's preferred bank.
techcrunch.com/2022/03/30/cro…
Also @coinbase's preferred bank.
techcrunch.com/2022/03/30/cro…
🧵2/Ω They paid @McKinsey a bunch of money to tell the world that "while most banks originated PPP loans to their own customers, Cross River leads in originations to new customers"
mckinsey.com/industries/fin…
mckinsey.com/industries/fin…
🧵3/Ω Unlike other banks that blew up on "fund banking" recently (*cough* $SBNY $SIVB *cough*) @crossriverbank does their "fund banking" differently:
They package all the loans and sell them to weird "fintech" companies like @Upstart. @mikulaja
They package all the loans and sell them to weird "fintech" companies like @Upstart. @mikulaja
从2020（个别2019年）-2021年整个大牛市周期中，市值前600的加密货币中，诞生了61个百倍以上的项目。今天我们来看看它们有什么特征，它们的属性，并对我们即将到来的2023-2025新周期有什么启示！(由于数据源原因，个别数据有些许出入，请谅解，选取二级市场可买品种，一级除外)
1.首先我们来看一下，2020年3月15日，加密货币市场，前100的币种。再来看看2021年11月8日，市场巅峰时刻，加密货币市场，前100的币种。其中大家还认识多少？
👇2020年3月15日，加密货币前100的项目图表
👇2020年3月15日，加密货币前100的项目图表
不难发现，绝大多数都被替换了，替换率为67%。下一轮牛市，大概率也如此。现在前100的项目，下一轮牛市，往往需要新的叙事来填充。
👇2021年11月8日巅峰时刻，加密货币前100的项目图表。
👇2021年11月8日巅峰时刻，加密货币前100的项目图表。
【撸毛】#a16z 1100万种子轮投资而TVL只有220万，#coingecho 排名#1636，我最爱的 #ALPHA
对散户投资者而言，在牛市到来之前投资指数基金是最简单安全的投资策略，正如我们熟知的标普500，传统金融市场指数基金占比18%，而币市只有可忽略的0.077%，这是个有巨大成长空间的赛道。
🧵
对散户投资者而言，在牛市到来之前投资指数基金是最简单安全的投资策略，正如我们熟知的标普500，传统金融市场指数基金占比18%，而币市只有可忽略的0.077%，这是个有巨大成长空间的赛道。
🧵
链上指数型基金在上轮牛市经历了一系列的萌芽发展和安全事故（老OG深受其害的 $NDX 被闪电贷攻击）一直处于低谷，但随着下一轮牛市的缓慢开启，传统金融市场增量用户进入币圈更多首选安全的指数基金进行投资，其安全保障应包括：
1/基金下属数字资产与指数代币间建立安全防护带（防闪电贷攻击）
🧵
1/基金下属数字资产与指数代币间建立安全防护带（防闪电贷攻击）
🧵
2/指数基金代币铸造与赎回强制KYC（防黑客资金外逃）
3/指数基金成分代币调整时的多签确认（防纯链上投票攻击）
理解了以上指数基金最核心的发展阻碍也就能理解 #a16z 为何大笔投资TVL只有220万的 @alongsidefi ，这么低的TVL当然还没有发币，这也是我们Alpha一族的理想标的，具体玩法：
🧵
3/指数基金成分代币调整时的多签确认（防纯链上投票攻击）
理解了以上指数基金最核心的发展阻碍也就能理解 #a16z 为何大笔投资TVL只有220万的 @alongsidefi ，这么低的TVL当然还没有发币，这也是我们Alpha一族的理想标的，具体玩法：
🧵
🚨 in layman's terms:
when a fund like #A16Z says it "raised" $5bn what's happened is a bunch of liquidity partners ("LPs") have promised to send cash as A16Z finds places to invest it (when A16Z "calls"). Penalties for not meeting calls are *harsh*. -30%+ or more
this is bad.
when a fund like #A16Z says it "raised" $5bn what's happened is a bunch of liquidity partners ("LPs") have promised to send cash as A16Z finds places to invest it (when A16Z "calls"). Penalties for not meeting calls are *harsh*. -30%+ or more
this is bad.
what's really bad here isn't that some LPs are going to lose 30-50% of their committed capital (which is so far a v. small % of $5bn).
what's bad: LPs don't mind losing 30-50%
what's worse: LPs are using insider trading allegations as leverage to escape their contracts
what's bad: LPs don't mind losing 30-50%
what's worse: LPs are using insider trading allegations as leverage to escape their contracts
and what's worst of all: VC funds at this point are the last large pools of capital left that could bail out the cryptocurrency economy. they seem to be evaporating, as I predicted would happen (for exactly this reason, and exactly this way) back in June/July.
[ EARLY ] MINOGAMES
1/4. Tiếp tục là một dự án sớm mới huy động được $23M từ : Standardcrypto, A16z, Ycombinator, Sybogames...
Và dự án mình muốn gửi đến ae hôm nay là @MinoGamesInc 💎
1/4. Tiếp tục là một dự án sớm mới huy động được $23M từ : Standardcrypto, A16z, Ycombinator, Sybogames...
Và dự án mình muốn gửi đến ae hôm nay là @MinoGamesInc 💎
2/4. Bên dưới là Các thông tin sớm từ dự án mà ae cần biết 👇:
• Là công ty trò chơi web2 thành lập từ 2014 đã có rất nhiều thành công trước đây
• Các Game của #Minogames có hơn 60M lượt #download trên toàn thế giới
• Được hỗ trợ bởi các nhà đầu tư lớn
• Là công ty trò chơi web2 thành lập từ 2014 đã có rất nhiều thành công trước đây
• Các Game của #Minogames có hơn 60M lượt #download trên toàn thế giới
• Được hỗ trợ bởi các nhà đầu tư lớn
3/4. Các Khoản Tài Trợ Từ Vc 💸:
- Đã huy động được $15M cho các sáng kiến cryptocurrency của họ trong năm 2022.
-Mino đã huy động được $23M và được hỗ trợ bởi một số nhà đầu tư uy tín trong ngành như : #Standardcrypto, #A16z, #Ycombinator, #Sybogame..
- Đã huy động được $15M cho các sáng kiến cryptocurrency của họ trong năm 2022.
-Mino đã huy động được $23M và được hỗ trợ bởi một số nhà đầu tư uy tín trong ngành như : #Standardcrypto, #A16z, #Ycombinator, #Sybogame..
❗️Son dönemde hiçbir coinin listelenmesi bu kadar ses getirmemişti. Aptos $APT coin Binance, FTX, Huobi, MEXC, ByBit gibi global borsalarda listeleniyor.
🧵#Aptos hakkında floodumuz👇🏻
🧵#Aptos hakkında floodumuz👇🏻
📌 Aptos Nedir?
Aptos; PoS mekanizmayla çalışan bir Layer-1 projedir. Yani Ethereum, Solana, Avalanche gibi kendi coinine sahip, üzerinde bir çok tokene ev sahipliği yapabilecek, akıllı kontratları destekleyecek bir blok zincirdir.
Aptos; PoS mekanizmayla çalışan bir Layer-1 projedir. Yani Ethereum, Solana, Avalanche gibi kendi coinine sahip, üzerinde bir çok tokene ev sahipliği yapabilecek, akıllı kontratları destekleyecek bir blok zincirdir.
Ana hedefinde, blok zincir tabanlı uygulamaların daha geniş kitlelere ulaştırılması yatıyor. Aptos; üzerinde yaygın olarak kullanılabilecek uygulamalar yer alması odağıyla geliştirildi.
A 🧵 about a few Facts and Dates proving the lawsuit 🆚 @Ripple & #XRP was a weapon:
1) In 2103 @chrislarsensf gives a presentation to regulators including the @SECGov,
@federalreserve, #FinCEN, etc, discussing his plan to utilize the #XRPL and how he intends to distribute #XRP;
1) In 2103 @chrislarsensf gives a presentation to regulators including the @SECGov,
@federalreserve, #FinCEN, etc, discussing his plan to utilize the #XRPL and how he intends to distribute #XRP;
The Ultimate Guide to get easy 2x to 5x #altcoin Gains on your own.
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EVERYONE IN #CRYPTO LAND IS LOOKING FOR EASY GAINS, BUT TO REACH #FINANCIALFREEDOM YOU NEED TO WORK YOUR ASS OFF.
Key Points⬇
#cryptotrading
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Do "Like and Retweet" so it reaches Everyone
EVERYONE IN #CRYPTO LAND IS LOOKING FOR EASY GAINS, BUT TO REACH #FINANCIALFREEDOM YOU NEED TO WORK YOUR ASS OFF.
Key Points⬇
#cryptotrading
#1
Follow "Big Crypto Influencers" and see which projects are they following. Project Mentions from them sure does pump.
To name a few:
@SheldonEvans @elliotrades @TheCryptoLark @ZssBecker @MichaelSuppo @cryptomanran
My Favs
@ElonTrades @ReySantoscrypto @BiT_SHaMaN_TGH
Follow "Big Crypto Influencers" and see which projects are they following. Project Mentions from them sure does pump.
To name a few:
@SheldonEvans @elliotrades @TheCryptoLark @ZssBecker @MichaelSuppo @cryptomanran
My Favs
@ElonTrades @ReySantoscrypto @BiT_SHaMaN_TGH
موضوع: تحلیل سبد سرمایه گذاری 15 شرکت معتبر سرمایه گذاری #کریپتوکارنسی
نتایج:
1-اعلام #رمزارز های مشترک در #پرتفوی شرکتها
2-معرفی پروژه ها و توکن های فوق ، پتانسیل رشد و ارائه توضیحات شخصی
در صورتی که محتوا مناسب و دارای جنبه های آموزشی برای سایرین است لطفا #ریتویت کنید.
نتایج:
1-اعلام #رمزارز های مشترک در #پرتفوی شرکتها
2-معرفی پروژه ها و توکن های فوق ، پتانسیل رشد و ارائه توضیحات شخصی
در صورتی که محتوا مناسب و دارای جنبه های آموزشی برای سایرین است لطفا #ریتویت کنید.
لیست شرکت های سرمایه گذاری بررسی شده:
#a16z #polychain #boostvc #dcg #hashkey #pantera#Placeholder_Ventures #cms_holding #blockchain #Coinfund#fabric_ventures#CMS_Holdings #binance_labs#Multicoin#DragonFly
#a16z #polychain #boostvc #dcg #hashkey #pantera#Placeholder_Ventures #cms_holding #blockchain #Coinfund#fabric_ventures#CMS_Holdings #binance_labs#Multicoin#DragonFly
خیلی مهم- رمزارزهای ذیل صرفا انتخاب کارشناسان شرکت های فوق است و زمان خرید آنها توسط شرکت های فوق فاکتور خیلی مهمی است، به نفع شماست که بدون تحلیل، تحقیق و بررسی، آنها را معیار سرمایه گذاری خود قرار ندهید.
توکن های مشترک در پرتفوی سرمایه گذاری شرکتهای بررسی شده:
توکن های مشترک در پرتفوی سرمایه گذاری شرکتهای بررسی شده:
