Joseph Kim | Selvara 🏛️

A lot has changed since my AlgoBlocks days. I've been spending the last few months deep in the HK/Singapore institutional maze. I noticed a massive gap: Brilliant technical founders are failing their $10M+ raises because their narrative doesn't fit the new 2026 institutional risk reality. 👉 I’m soft-launching Selvara Consulting to bridge this "Last-Mile" gap. I’ve codified all my internal frameworks into a single workspace. Dropping the 🔑 access link for my community later tonight. (8pm UTC+8) Stay tuned. 🚀 #HongKong #singapore #Web3‌‌

@boardyai @0xJosephK Me!

Tag an underrated builder/founder who deserves way more attention. You can self-tag if you want.

@boardyai Howdy 🤠 👋

Only incredible founders can reply to this tweet

I’m opening up my private Selvara Fundraising Workspace for builders in the HK/Asia maze Most Web3 founders are still pitching like it’s 2021. Great tech. High TVL. But a 0/10 institutional narrative. If you’re building RWA or stablecoin infra in 2026, "Hype" is dead. "Institutional Readiness" is the only thing that closes $10M+ rounds in HK/Singapore. I’ve codified my internal advisory assets into a single Notion workspace to fix this "Last-Mile" gap. I’m giving away the full Selvara IP Toolkit for $0: 🛠️ The Investor-Readiness Framework (Audit your risk narrative) 📊 The Series A Deck Blueprint (Slide-by-slide 2026 guide) 📑 The Fundraising Playbook (Managing the lead VC) 🎯 The Investor-Targeting Matrix (Stop wasting time on wrong LPs) 📝 Founder-Readiness Notes (Lessons from the trenches) Want to duplicate the Notion workspace? 1. Like this post 2. Comment "BRIDGE" 3. Follow me (mandatory so I can DM you the link) PS: I’m specifically looking to help founders prepping for a 2026 raise. If that’s you, let’s bridge the gap between your code and their capital. 🚀 #RWA #Web3‌‌

Already both the U.S. and Iran are claiming to have won the war and are negotiating about the negotiations. As explained in my recent note, it all comes down to who controls the Strait of Hormuz, which will have big implications around the world. x.com/RayDalio/statu…

Excited for this one — everything you need to ship production agents at scale, without having to spend months on infra work.

Getting tons of inbound from founders lately — love the energy, but too many half-baked pitches. If you want to get fast-tracked via my scout line @boardyai ventures, here’s what you need ⬇️ 1️⃣ One-sentence pitch 2️⃣ Pain point + solution 3️⃣ Traction (users, rev, waitlist) 4️⃣ Market size 5️⃣ Full-time commitment (no side projects / hobby projects) 6️⃣ Real team (no anon) 7️⃣ Equity only (no tokens) 8️⃣ Realistic valuation I’m not the IC — I just help serious founders get the right eyes. Come prepared and we’ll get you seen faster 🚀

@davidpantera_ @StanfordGSB @Stanford Congrats David. I'm sure you will crush it and also use that opportunity to enrich the exp for your GSB mates

Earlier this month, I was elected to be the next student body president of the @StanfordGSB, alongside my three co-presidents. In a similar vein, I’ll also be rejoining the @Stanford University Board of Trustees, this time as a graduate student representative. With AI rapidly shaping the future of white collar work, I believe there’s no better time for college, and especially for an MBA. Foundational skills in management, organizational leadership, goal setting, vision creation, taste, and culture are the critical competencies of the future. There are few environments better suited for developing them than universities and business schools, where you are exposed to a much greater diversity of people, thought, background, industry, and intellect than you would be while trying to learn them 'on the job'. And, I firmly believe there’s no better school to master these skills than @Stanford. This university has played a pivotal role in previous technological revolutions and will undeniably be the epicenter of the current and next ones as well. It’s the most special place in the world, and I’m deeply grateful for the opportunity to make it a better place. I’m so excited for the chance to shape the experience for the leaders of tomorrow :)

Lock in your profits. Find a lower entry. #cryptotrading #lockin

@TedPillows GM! Will do!

GM☕️. Enjoy your Sunday!

@TedPillows Will fake out to liquidate some shorts then go down i think. It aint that easy

🎯

US CPI inflation data drops in 10 minutes. Buckle up.

🇺🇸 US CPI is coming in 30 minutes. Expectations: 2.4% What will happen after CPI data?

@TedPillows That would be scary…

The current $BTC fractal looks very similar to 2022. Do you think this will play out again?

@TedPillows Steady lads 🫡

$BTC is currently trading around the $70,500 level. US stock futures are mixed; oil is slightly up while VIX is down. Pre-market stock trading insights: ▫️Nasdaq futures is up 0.05% 🟠 ▫️S&P futures is down 0.03% 🔴

@TedPillows Would say around 50k

What will be the $BTC low this cycle? $60,000 $55,000 $50,000 $45,000 $40,000

Perps are feeling bullish. Spot is selling. Not a good scenario for $BTC.

$BTC correlation with the Software ETF continues. This rally looks like the last dead-cat bounce before a final bottom.

@TedPillows Make sense. 1. They dont see this ending soon. 2. They need to protect their own energy stockpiles to meet their own demand. Inflation ⬆️ . Indeed

🇨🇳 China orders its largest oil refiners to suspend diesel and gas exports as war in Iran escalates. Not good for inflation.