nick tang

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nick tang

nick tang

@0xtangelo

investing @finalitycap + writing https://t.co/I4atmeMUTW

nyc Katılım Ağustos 2011
1.7K Takip Edilen991 Takipçiler
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nick tang
nick tang@0xtangelo·
Be ready to see a cambrian explosion of verticalized apps on web3 rails 🏗️ Asia birthed giant super apps like WeChat and Grab, but the next wave of winners will initially wedge into niches 🎯 and scale vertically through DeFi 💰 + verifiable data 📊. Let me explain why 🧵
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nick tang
nick tang@0xtangelo·
“The internet made information liquid. This makes ownership liquid”
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Luka Ivicevic@lukaivicev·
Until a few months ago I didn't believe that building a neobank was a good idea. Now I think it's a great idea if you are attacking a niche. A certain corridor, an undeserved population/ICP. Those going broad "business banking with stablecoins" will get wrecked. Most D2C neobanks that I know are pivoting away from D2C, into business banking. If you're building a neobank build for businesses, but find a niche. Less fraud, more consistency, higher volumes, bigger need to be served, more money to be made. Banks for doctors, banks for lawyers, banks for sneaker salesmen and luxury watch resellers will work. Banks for X. They are all very predictable, consistent, and easy to replicate a problem solution like credit or accounting or payment flows. Niche niches niches.
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nick tang
nick tang@0xtangelo·
Project Hail Human: a rescue mission for human agency is underway What happens when agents become the new browsers, reputation becomes the new brand, and will humans own the stack underneath or get owned by it? ft @ccatalini @xianghui90 @wu_jane @mignano @paulg @Pontifex
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nick tang
nick tang@0xtangelo·
3/ Meme of the Month 📸
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nick tang
nick tang@0xtangelo·
2/ Remember to prove your @WHOOP sleep score to confirm you’re a carbon-based lifeform and not a bot that worked throughout the night
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nick tang
nick tang@0xtangelo·
Tokens are stock options for users, as @adam_winnick likes to frame it The CLARITY Act lays the regulatory framework for startups to use tokens as a GTM tool against incumbents who move too slowly to adapt and are constrained by cap tables too rigid to retrofit
Adam Winnick@adam_winnick

x.com/i/article/2062…

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Adam Winnick
Adam Winnick@adam_winnick·
@0xtangelo breaks down the takeaways on tokenized markets at @NetworkMedici - today: traditional financial institutions are trying to meet the needs of on-chain capital that has experienced tremendous growth. Soon we expect off-chain capital to migrate on-chain as the benefits of tokenization attract more unique investment strategies.
Medici Network@NetworkMedici

At our last conference, @0xtangelo, Principal at Finality, led discussions on tokenized markets at Medici. Here are a few of his reflections and takeaways. Chatham House Rules apply.

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nick tang
nick tang@0xtangelo·
@kelxyz_ bullish on edge compute as a second order effect Google’s AI edge gallery already proving out the early innings of this
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kel.@kelxyz_·
As a first order effect it makes sense to invest in low cost inference providers like Nebius because frontier stuff is already too expensive even w subsidy But as a second order effect, expecting significant switching to lower cost stuff seems to break the agi assumptions underlying the bull market in general?
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nick tang
nick tang@0xtangelo·
we were spot on last year when we talked about how critical AI context/memory would be for saving costs and improving efficiency x.com/FinalityCap/st…
Finality@FinalityCap

At @finalitycap, we think “Plaid for AI memory” is a massive opportunity. Imagine every app or AI model instantly knowing your context, preferences, interests, and history This is huge for UX + costs 🧵👇 Props to @binji_x @nikunj @ashleymayer @levie for sparking great ideas: x.com/binji_x/status… x.com/nikunj/status/… x.com/ashleymayer/st… x.com/levie/status/1…

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nick tang
nick tang@0xtangelo·
this is cool stuff by @tensormesh Right now every new AI question forces it to reread your whole conversation, all your docs, and every instruction from scratch TensorMesh fixes that by saving everything once, then intelligently storing it in different spots inside the computer (e.g. ultra-fast memory on GPUs, intermediate memory on CPU DRAM/RAM, and long-term memory on regular SSD/hard drives) Huge efficiency & cost savings Everyone in the stack benefits: - CPUs like $AMD and $ARM get more useful - DRAM makers like $MU see bigger demand - GPUs like $NVDA become way more efficient
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Hester Peirce
Hester Peirce@HesterPeirce·
I appreciate the interest in--but not the hyperbole about--the contemplated innovation exemption for the onchain trading of tokenized NMS stock. Keep in mind: I've always expected that it'd be limited in scope & would facilitate trading only of digital representations of the same underlying equity security that an investor could purchase in the secondary market today, not synthetics.
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nairolf
nairolf@0xNairolf·
there is a massive opportunity for someone to build an institutional grade hyperliquid terminal like really
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Finality
Finality@FinalityCap·
As the producers of Medici LA 26, we want to thank the incredible founders, operators, policymakers, and institutions that helped make our event a great success. @Moelis @adam_winnick @KamalMokeddem @David_Grid @RepBryanSteil @EleanorTerrett @CryptoAmerica_ @bobbinth @0xMiden @Charlie_Pyle @hourglasshq @KYDLabs @keoneHD @monad @AndrewBenson @HillMarkets @kirillzzy @alienorg @EulerLagrange @OpacityLabs @sreeramkannan @eigencloud
Medici Network@NetworkMedici

Medici LA 26 is a wrap. The conversations last week weren’t about the hypothetical. They were about the movement already happening underneath the global financial system: stablecoins becoming payment rails, tokenized markets moving into production, AI agents requiring programmable ownership and payments, and blockchain evolving into the invisible coordination layer underneath it all. We’re actively watching real world deployment happen in real time. Blockchain won. Those in attendance got an early look at who will win blockchain.

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nick tang
nick tang@0xtangelo·
@negligible_cap 🫡 $SKM
nick tang@0xtangelo

The best pure play exposure to Anthropic in the public markets is SK Telecom $SKM They invested $100M at around $5B valuation. While they may have paid a small premium on valuation vs Zoom, SK Telecom invested ~2x the size $SKM's 0.58% stake is likely greater than $ZM's and is a much larger percentage of their market cap SKM = ~23% (based on $9B market cap) ZM = ~4% (based on $28B market cap and same dilution as SKM's stake)

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COATUE@coatuemgmt·
AI apps = ~50% of value for new $5B+ private companies. Not models. Not infrastructure. Applications. The value is moving up the stack — and the winners aren't selling AI. They're selling work.
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Finality
Finality@FinalityCap·
American dynamism is back 🦅 and blockchain has an answer 📡 @HYFIXAI is building the first US semiconductor chips that are purpose-built for drones. The chips offer more precise positioning than standalone GNSS/GPS and circumvents jamming or spoofing, thanks to @GEODNET We’re proud to back founder @mikeahorton alongside our friend @jefffluhr at @craft_ventures who led the round and met HYFIX at our conference @NetworkMedici As leaders in bridging blockchain to web2, we see this as a great case study on how blockchain can empower critical industries beyond just finance 🧭
Mike Horton@mikeahorton

Proud of this one. We just raised $15M to build American-made chips for drones and robotics. For too long, the systems powering critical infrastructure have depended on fragile, foreign supply chains. We're rebuilding that foundation here in the U.S. A lot more to come!

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Keşfet

@lukaivicev @ccatalini @xianghui90 @wu_jane @mignano @paulg @Pontifex @WHOOP