AJ (江安童) | cryptojeter.eth

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AJ (江安童) | cryptojeter.eth

AJ (江安童) | cryptojeter.eth

@CryptoJeter

Cryptojeter newsletter| Prev. @coinlist @chainalysis

New York, NY 参加日 Ocak 2022
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Introduction.com
Introduction.com@introductioncom·
Austin Jeter @CryptoJeter Part of S&P Global’s crypto practice, focused on tokenization and digital asset indices Blending institutional research with deep Web3 experience across CoinList and product strategy Welcome to the community!
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Brian Armstrong
Brian Armstrong@brian_armstrong·
Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.
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AJ (江安童) | cryptojeter.eth
@md_kadiwal @RobHoffman_ Second that. This is a process I like: 1) Write down or talk out ideas about the website 2) Convert the transcript into your favorite LLM 3) Have the LLM ask more questions 4) LLM makes prompt for Loveable 5) Input prompt in Loveable and let it work
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Rob Hoffman
Rob Hoffman@RobHoffman_·
what’s the best free tool for building simple, beautiful landing pages if you don’t have a website? example: you’re someone who’s just starting out, don’t have money, and want to validate an offer quickly
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Elja
Elja@Eljaboom·
Imagine trying to keep your life running on just the basics in 2025–2026. Rent or mortgage payment: ~$2,450/month Groceries and household essentials: ~$1,500/month Getting to work, gas, insurance, car payment or public transit + parking: ~$1000/month That’s already $4,950 gone before you’ve paid a single copay, filled a prescription, had a cavity looked at, replaced a broken phone, bought new tires, or purchased anything remotely seasonal like boots or a coat when the weather turns. No vacations. No dining out. No “fun money.” No emergency buffer. Just the floor of survival costs $4,950. Anything beyond breathing, eating, and getting from point A to point B immediately feels like a financial five alarm fire. That’s why even small unexpected expenses hit like a crisis because for millions of people right now, the margin for error has already disappeared.
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Ben Lang
Ben Lang@benln·
Solo founders + AI is happening:
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Pat Walls
Pat Walls@thepatwalls·
I ran into an ex-YC partner that rejected me years ago. He didn't remember me, but asked me what I'd been working on since the interview. I told him about Starter Story and some of the metrics behind the biz. He told me Starter Story more successful than 90% of companies that go through YC. That felt good. Permissionless entrepreneurship. We need more of that.
George Pu@TheGeorgePu

I applied to Y Combinator 5 times. Got rejected 5 times. The last rejection was May 5, 2022, at 7:56 PM in a Thai restaurant in Toronto. That night I stopped playing their game. 3 years later: $2.35M, 5 employees, no VC. Here's the math they don't want you to see:

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AJ (江安童) | cryptojeter.eth
@davidpantera_ @Lovable @StanfordGSB Get the right technical co-founder/teammate. There are very few projects that gain meaningful traction without a team of folks Having a co-founder is more than about the skill set. It has many other benefits such as accountability, motivation, ideation etc…
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David Pantera
David Pantera@davidpantera_·
After a non-technical person builds a prototype in @Lovable , any suggestions for tools to use to take it to prod? This is a problematic user journey I'm seeing over and over again at @StanfordGSB . Super awesome prototype...then, no idea what to do next. My suggestion of "take a CS class" is losing its comedic value.
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Saharan-sub (🦊,🦊)
Saharan-sub (🦊,🦊)@godwin_france·
Before hitting the sidelines NFL FLAG GHANA CHAMPIONSHIP 2025 _ Flag Football
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Tom Wan
Tom Wan@tomwanhh·
Adoption of Tokenization so far: S Tier: Money Market Fund - BUIDL by @Securitize and @BlackRock - BENJI by @FTI_US - WTGXX by @WisdomTreePrime - USTBL/EUTBL by @Spiko_finance A Tier: Commodities - PAXG by @Paxos - XAUT by @tether B Tier: Stocks/Private Equity - @RobinhoodApp on Arbitrum - @xStocksFi on Solana - @OndoFinance on Ethereum C Tier: Private Credit (Default risk is still very high due to adverse selection) - @goldfinch_fi - @centrifug Tokenized Money Market Funds mark a major milestone for tokenization, offering low-risk yields to on-chain entities during a high-interest-rate environment. In the next phase, I expect to see more adoptions and DeFi integrations of these RWAs, as well as the continued growth of Tokenized Stocks and Private equities in 2026. - @Aave Horizon market has been paving the way for RWA DeFi integrations. We are seeing appetite for looping high-yield RWAs like @SuperstateInc's USCC, but not so much on the traditional MMFs as they have a lower yield. Would be cool to see more types of RWAs integrate with the Horizon Market to enable more strategies. - xStocks has also been showing early promises of the potential possibilities of stocks integration in DeFi with @kamino and @Raydium - I am particularly excited about the launch of Hood Chain (Could be biased), if they can migrate the existing trading infrastructure to Hood Chain, it could unlock the full potential of Tokenization as the future of finance
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Еlena
Еlena@elenardushenka·
i’m devastated beyond words of the recent massive flooding in sumatera, indonesia. pak @prabowo - i kindly urge to declare this tragedy as national disaster, as soon as possible. this is moving too slow than expected as christmas is coming. as a bataknese, north sumatera is my dad’s hometown, my ancestors' home and graves, and this tragedy hits far too close to home. 💔
渡邉英徳 wtnv@hwtnv

Scenes of flood damage due to heavy rain in Indonesia. Comparison between October 10 and November 29. Flood damage has occurred over a wide area, with a large amount of mud flowing from the river into the sea. (5.24319,96.2592)

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Aylo
Aylo@alpha_pls·
$1M protection is huge. One of the biggest issues we've had in DeFi is insurance for deposits. The burden has been on the user, and now it looks as though AAVE have worked out the insurance in the background. Packaging this into a nice native mobile app makes DeFi extremely competitive with existing fintech apps. I see no reason why regular non-crypto people wouldn't onboard to this savings product. Higher yield, same risk as a bank account, accessible to everyone globally = DeFi wins
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Aave@aave

Introducing Aave App, a smarter way to save.

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AJ (江安童) | cryptojeter.eth
@skbjml Are these characteristics you found leading indicators of success, or is this groupthink? Any VCs that are going against the grain with successful portfolios in this arena?
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Sakib Jamal
Sakib Jamal@skbjml·
I ran Accel’s AI 100 list through an LLM to find any unobvious patterns, but it just confirmed common VC tropes*: - 86% technical founders, 40% academic experience - 65% from SF or Bay Area - 60% from ‘elite schools’, with Stanford/MIT/Harvard leading the pack - 50% immigrants / born outside the US - 35% with former FAANG or AI labs - 15% repeat founders (expected this to be higher) Perhaps the most notable one: 1 in 3 pivoted at least once before current direction *these companies are still young but shows how competitive it is to find even an ‘early breakout’
Tarun Amasa@TarunAmasa

Thanks for the shoutout @Accel More to come soon :) 🦾

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raghav
raghav@rargulati·
CoinList is going fully non-custodial and onchain. We’re simplifying the product to do one thing exceptionally well: help people access the best token sales and receive tokens directly into wallets they control. Crypto evolves every 6 months. New metas, new faces, new tech. Most companies don’t survive across cycles, much less within one. @CoinList has endured multiple cycles since 2017 because we’ve continuously reinvented ourselves without losing the core: great projects, fair access, real distribution. The world is changing and in some ways it's already changed. Companies are more efficient than ever thanks to AI. Others are leveraging blockchains and noncustodial systems to increase trust and reduce operational drag. Together these shifts give any company operating leverage: become faster and cheaper and just as, if not more, revenue-generating. Our customers, projects and investors, conduct most of their activity onchain and are not interested in further centralized custody and trading. They just want access to great deals, tokens delivered on time, and 100% control over their wallet. Pushing custodial features any further would distract from what we do best. So we listened. The market wants verifiable, onchain finance where users hold their own keys, and we want to meet that demand by becoming more crypto-native and getting closer to our users. Later this year, we’ll introduce noncustodial wallets in partnership with @privy_io, the leading provider of secure, scalable, and user-friendly wallet infrastructure. Soon, when you log into your CoinList account, you’ll have a noncustodial wallet associated with your account. All of your assets, under your complete control. And even better, when you participate in a CoinList sale, you’ll receive distributions directly to your noncustodial wallet. No intermediaries, no delays. And we’re not stopping there. CoinList will be running ICOs, trading, and tokenizing assets, all onchain. If you currently hold assets in CoinList custody, we’ll make migrating them simple and safe. You will receive an email on product changes that are relevant to you. If you’re here for access to great deals, the experience just got a lot better and we’re excited to see you onchain.
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Paul Mit
Paul Mit@pmitu·
Hey, vibe coders, what's your choice: - GitHub Copilot - Claude Code - ChatGPT - Windsurf - Lovable - Cursor - Bolt - v0 - ? 👨‍💻 Choose your fighter
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Damian Player
Damian Player@damianplayer·
It’s easier to start an online business today, than get a job.
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AJ (江安童) | cryptojeter.eth
@0xkydo It’s crazy to think that Uniswap is only 5 years old and is a foundational company in web3. For context, in AI Jensen has been building NVIDIA since 1993! We are still VERY early!
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Kydo
Kydo@0xkydo·
> july 2017 loses his job at siemens > no next step > karl floersch suggests ethereum > studies solidity full-time > reads vitalik’s amm blog post > begins building automated market maker code > late 2017. prototype called uniswap v0 > no company. self-funded > early 2018 no fund to do audit > ken ng believed and approved the ef grant > uses funds for audits and development. > november 2018. launches uniswap v1. > released during devcon4 in prague. > simple x*y=k amm. > vitalik buterin seeds early eth pool. > initial liquidity proof-of-concept. > public testing begins immediately. > a small fund, paradigm, invests in uniswap > formal company uniswap labs forms. > may 2020. ships uniswap v2. > adds erc-20 to erc-20 pairs. > ecosystem growth begins. > august 2020. raises $11m series a by a16z > september 2020. launches uni token. > airdrops 400 uni per past user. > distributes 15% of total supply. > september 2020. reaches $1b daily volume. > confirms product-market fit. > surpasses $100b total volume. > becomes dominant onchain exchange. > every buddy and their mom launching v2 forks > january 2022. personally debanked > october 2022. raises $165m series b > faces class action lawsuit > oct 2023 turned on ui fee > april 2024. discloses wells notice. > uniswap labs publishes formal response. > seed defi education fund (def) > dec 2024 ui fee hits $100m > february 2025. sec closes investigation. > governance debates fee switch. > people constantly shits on uni for no fee switch > nov 2025 > proposes fee switch + burn > 100m uni treasury burn > announces new fee mechanism for lp > new fnd + labs structure > gives up $170m+ ui fee > all on the same day > fudders absolutely shocked > token rockets 40% hayden is absolutely based for this proposal and the amt of energy that went into this is mindblowing. ive always seen it from the fnd and token holder pov and never in my wildest dream would i believe this is where we would land uniswap is so back uni is so back defi is so back
Hayden Adams 🦄@haydenzadams

Today, I’m incredibly excited to make my first proposal to Uniswap governance on behalf of @Uniswap alongside @devinawalsh and @nkennethk This proposal turns on protocol fees and aligns incentives across the Uniswap ecosystem Uniswap has been my passion and singular focus for the past 8 years. What started as a small side project is now global financial infrastructure powering thousands of applications with ~$1.8 trillion in annual trading UNI launched in 2020, but for the past 5 years Labs has been unable to meaningfully participate in Uniswap governance, and has been greatly restricted in the ways it can build value for the Uniswap community. That ends today! This restriction was in great part due to a hostile regulatory environment that cost thousands of hours and tens of millions in legal fees. Fortunately, the regulatory environment has shifted This proposal comes from a strong desire to see the Uniswap protocol win as the global decentralized exchange for tokenized value At a high level, the proposal: 1. Turns on protocol fees and uses them to burn UNI 2. Sends @unichain sequencer fees to the UNI burn 3. Burns 100M UNI from the treasury representing the protocol fees that could have been burned if fees were turned on at token launch 4. Introduces Protocol Fee Discount Auctions, a new way to improve LP outcomes and internalize MEV to the protocol 5. Introduces "aggregator hooks” which will turns Uniswap v4 into an onchain aggregator that collects protocol fees on external liquidity sources 6. Focus Labs on driving protocol growth and adoption, including a contractual agreement to only pursue initiatives that align with Uniswap governance interests ^ As part of this, Labs will stop collecting fees on its interface, wallet, and API to supercharge distribution and adoption of the Uniswap protocol 7. Moves Foundation employees to Labs with a shared goal of accelerating protocol growth, under a growth fund from the treasury 8. Move governance-owned Unisocks liquidity to v4 on Unichain and burn the LP position I believe Uniswap protocol can be the primary place tokens are traded. This proposal sets the stage for the next decade of its growth @Uniswap will ship relentlessly over the coming years and supercharge the ecosystem of developers, LPs, and traders building on top I'm so grateful to the community that has made this all possible, and excited for what's next 🦄

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Polymarket
Polymarket@Polymarket·
Polymarket 🤝 PrizePicks We’re excited to announce a multi-year partnership to bring polymarkets to the #1 daily fantasy sports app.
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