@evanbfish great read - ties in well with our thesis too: x.com/pangacapital/s…
Panga Capital@pangacapital
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Brionic
422 posts
Brionic
@Brionicx
Web 3.0 in Asia investor @pangacapital
Se unió Şubat 2020
951 Siguiendo710 Seguidores
This is all you see everywhere right now.
"Crypto is dead"
"It's over"
"$40k next year"
"Altcoins will never come back"
Any kind of bullish sentiment is swiftly ridiculed and labeled delusion.
The only comparable time to this sentiment is actual bear market lows.
Alts are even lower than any bear market low before.
All whilst behind the scenes the liquidity machine is gearing up insanely hard.
I wonder how many will think Crypto is dead when alts hit their first explosive wave 1...
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We use ‘crypto’ to name three distinct things. This thread clarifies them and explores what’s next.
Panga Capital@pangacapital
🧵 A Tale of Three Cryptos: Fixing the Semantics to See the Opportunity A thread 🧵
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Brionic retuiteado
🧵 A Tale of Three Cryptos: Fixing the Semantics to See the Opportunity
A thread 🧵
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Brionic retuiteado
Brionic retuiteado
Cool superpower AI spending agent built by @Vishwa_xyz , one team that keeps shipping. Vishwa’s agents are integrated with Kite passport giving it payments rails, identity, and guardrails through smart contract programmability.
Bitcoin miners who borrow stablecoin and then need
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Brionic retuiteado
Brionic retuiteado
New article on Decentralized Knowledge Layers. If you are at Science of Blockchain #SBC25 #SBC2025 feel free to reach out.
Panga Capital@pangacapital
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Brionic retuiteado
Brionic retuiteado
This will be one of the top AI agents products in the market and soon opensource and powered by DePIN network @TaskNetDev
Tasker AI@TaskerHQ
Tasker AI is now live, an AI assistant for work and life to-dos. With Tasker you control a team of AI agents to get recurring tasks done and win back your time. Try Tasker out and tell us what you think. Here are just some of the things Tasker could do for you: @ycombinator ✅ Coordinate or reschedule a meeting on your behalf ✅ Morning and Evening email debrief and news digest ✅ Track and reserve deals on flights for dates you actually want to travel ✅ Put the ingredients from a recipe video into a shopping cart ✅ Book an entire date night – from rideshare to dinner to movie tickets – from one prompt. ✅ Build editable landing pages with a Google Sheet backend
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RT @Vishwa_xyz: The digital and agent economy is here. We’re building the rails it runs on.
During SBC in Berkeley, take an afternoon brea…
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@pangacapital is hiring an analyst for our investment team.
It's a unique opportunity where you can leverage our infrastructure, platform and relations to do impactful work. To apply, please write a written analysis on a crypto topic of your choice that reflects the level of insight we expect on our team. No need for a formal report—just strong, original thinking and send to info@pangacapital.com
x.com/i/jobs/1945318…
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@pangacapital is hiring an analyst for our investment team.
It's a unique opportunity where you can leverage our infrastructure, platform and relations to do impactful work. To apply, please write a written analysis on a crypto topic of your choice that reflects the level of insight we expect on our team. No need for a formal report—just strong, original thinking and send to info@pangacapital.com
x.com/i/jobs/1945318…
English
Brionic retuiteado
Brionic retuiteado
We’re excited to support @get_optimum as an early investor in their Seed Round.
They're solving one of the most overlooked yet critical problems in blockchain infra: P2P node communication—using a novel network coding algorithm to boost performance. 👇
Optimum@get_optimum
We’re excited to announce that Optimum has raised an $11 million seed round led by @1kxnetwork to build the world's first high-performance memory infrastructure for any blockchain. The missing piece in the world computer architecture has arrived ♾️
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Brionic retuiteado
Brionic retuiteado
Beyond Web3: Decentralizing Digital and Physical Marketplaces
WebProof and zkTLS are unlocking trustless trade beyond crypto — enabling decentralized marketplaces for digital services, fiat ramps, and eventually physical goods.
A thread 🧵
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Brionic retuiteado
