0xfun
700 posts

0xfun
@0xfunin
Investor @1kxnetwork|@Rockaway_X|@etherealVC @breakoutprop Angel @anagramxyz @FuseEnergyHQ|@ParticleNtwrk|@eternisai| @superteamuk
Investor🇬🇧 Katılım Mayıs 2021
1.9K Takip Edilen5K Takipçiler

🇬🇧伦敦Google除了是 #DeepMind 总部外,还是Android, Chrome和YouTube全球核心工程基地,包括全球最大的知识库Search和Scholar。围绕下一代视频模型、多模态AI和World Model演进,有几条非常明确的信号:
1️⃣Next-gen video model视频模型(#Veo 级别)不是单纯卷画质,而是走向实时交互。这是一个比“AI 生成视频”大得多的赛道,Veo 已经被用于 NBA 等大型商业营销项目,进入真实生产环境
2️⃣World Model才是真正的下一代AI底座,从自动驾驶到 #GeminiRobotics ,从仿真训练到复杂决策,AI正在学习“理解真实世界”
3️⃣多模态进入“可控时代”,开始接管专业工作流,真正的瓶颈不在模型,PoC 很容易,规模化很难,拼的是数据、流程、组织能力
4️⃣计算资源支撑:依托谷歌庞大的算力和数据中心,它可以进行更大规模的实验,加上深度集成生态原生集成了Gmail、Docs、Android 和 Search。这种AI就在你手边的无缝感
5️⃣未来不是 #AI 会不会取代人,而是不会用 AI 的人一定会被淘汰
具有科学研究底蕴的 #谷歌 是全球唯一一家在AI领域获得诺贝尔奖(2024年化学奖)的企业实验室,这是目前AI技术在基础科学领域获得的最高认可,我们正在从“生成内容的 AI”,走向“理解世界、参与决策、执行任务的 AI”




中文

@0xfunin World Model这个概念确实很有前瞻性,你觉得它最先能在哪个具体行业里大规模落地?是自动驾驶还是工业仿真?
中文

@0xfunin @encodeclub @HyperliquidX @ryskfinance This is where real progress happens. Hands-on building with Hyperliquid’s speed and EVM programmability is exactly how on-chain trading evolves. Excited to see what comes out of London.
English

📍 London is calling! 🇬🇧
Excited to join the @EncodeClub x @HyperliquidX London Community Hackathon, 3days of intense building.
Time to build the future of on-chain trading on #HyperEVM . The speed of Hyperliquid + EVM programmability = Game Changer. 🚀
Thanks to @ryskfinance @pear_protocol leading Hyper way. 💻🔥




English

Absolutely buzzing to have won 3 bounties at the @encodeclub @HyperliquidX hackathon 🤝 Built a narrative-driven trading terminal with:
-> X-integrated feeds
-> One-click onboarding to Hyperliquid via @lifiprotocol
-> Execution via @pear_protocol, with automated risk and TP management using Salt


English

This is our first hackathon. We built a narrative-driven terminal for intent trading, winning 2nd place from @pear_protocol track and 3 bounties from @encodeclub, way beyond what we expected.
It's easy to come up with a thesis; it's hard to turn it into a trade.
On TAGO Leap, you can turn tweets into multi-asset hedged trades.
How to use it:
1. Deposit from any chain into a perp dex using @lifiprotocol
2. Find a tweet you want to trade on
3. Execute multiple trades in a batch using @pear_protocol
4. Wait until it profits or closes through automatic risk and TP management using @SaltSovereignty
Based on current perp dex infrastructure, we make trading self-custodial and permissionless. On top of that, we make structured trading accessible to the non-institutional traders.
---------------------------------------------------------
Thoughts behind the product:
Although @KaitoAI's api was banned a few days ago, X remains the core distribution channel in crypto, with valuable analytical content.
InfoFi is still alive, bot posting is dead. Traders now have cleaner information on X, as it should have been from the beginning.
However, there's massive disagreement about this, which we believe is an undiscovered market opportunity.
Another key catalyst is the intense competition in perp dexs, AI, and AI trading bots.
Coming from a research/ideation/growth background, I found user onboarding in perp dexs is no longer just about:
- an easy bridge/deposit button and letting users improvise
- gurus making artificial fomo (they are delta-0 hedged across multiple perp DEXs)
It's about fitting daily use cases:
- Users get random trade ideas naturally while scrolling X
- When ideas pop up, let users trade NOW
This applies beyond perp dexs. The same competition will soon hit prediction markets, which we will integrate!
@LSESUBlockchain @KevinApetrei @Loki31908422024


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Merry #Christmas from beautiful London, where the season feels slower, and thoughts feel clearer.




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Narratives come and go.
Bull markets inflate expectations.
Bear markets reveal fundamentals.
Long-term returns are driven by fundamentals and timing.
Fundraising Digest@CryptoRank_VCs
VC Valuation vs. Current Market Cap During bull runs and narrative hype, VCs tend to overprice projects and assign aggressive valuations. However, once sentiment fades or the narrative loses traction, most projects get a reality check and the market resets those euphoric numbers. That’s why it's important to keep a cool head and weigh risk across multiple outcomes, before investing.
English

@HarryStebbings @awxjack @alanchanguk Great insight, obsession wins! Especially love the vision from @alanchanguk at @fuseenergy . The future is electric ⚡️
#FuseIsTheFuture
English

I have interviewed 1,000 of the best founders over the last 10 years.
The top three:
1. Nik Storonsky (Revolut)
2. @awxjack (Airwallex)
3. @alanchanguk (Fuse Energy)
All three share one trait. Unwavering obsession to win.
We BS so many founders today because people hate what makes them feel mediocre.
Truth is, if you want to build a generational company, you need to work weekends. You won’t have work-life balance, it will be fricking hard.
Today Alan Chang says it like it is, no BS, raw and unfiltered.
For founders, this is your must listen and my 8 takeaways from @alanchanguk 👇
Spotify 👉 open.spotify.com/episode/1eG9QT…
Youtube 👉 youtu.be/T4-sSCxiU4c
Apple Podcasts 👉 podcasts.apple.com/us/podcast/20v…
Timestamps:
00:00 Intro
01:20 The interview process that led to the $150M pay packet
04:58 How Revolut drove speed and urgency in their teams
08:35 You cannot have work-life balance
10:56 What I disagreed with Nik on most
13:50 Is Nik right that Revolut should have got a banking licence earlier?
18:18 Energy Crisis
25:20 Why China is the shining light for regulation to follow
30:28 Interview Process: Green & Red Flags
39:31 Lesson from Nik about ownership and excuses
40:58 The signs of truly top performing people in a team
48:15 You need to work weekends to win
54:00 Every single year we 10x revenue - now at ~$400M
55:45 Why Eastern European engineers are the best
57:33 What People Get Wrong About Having Money
59:12 Quick-Fire Round

YouTube
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