gualt 🔴💊
903 posts

gualt 🔴💊 retweetledi
gualt 🔴💊 retweetledi

As a big fan of innovative project, I am bullish on the first project to offer high-performance memory infrastructure for any blockchain, @get_optimum
Optimum is powered by Random Linear Network Coding (RLNC) which focuses on scaling network speed, robustness and throughput by orders of magnitude, enhancing dapp performance and end-user experience.
They just concluded their founders/Angel Round, check the attached screenshot for the list of their early backers, reputable industry leaders.
This is an early alpha, pay attention 🫵

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might also drop something special soon... drop your wallets below if you're feeling lucky 👀
svmBNB meme szn is just warming up
Rahul Kulkarni@0xrahul
All right, who wants some $RAHUL drop your wallets below hehe 👀 svmBNB meme season has started
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gualt 🔴💊 retweetledi

Are you ready???
Early access to Bitcoin Thunderbolt is opening soon.
Nubit | Bitcoin Thunderbolt@nubit_org
🟨🟨🟨🟨🟨🟨🟨🟨⬜️⬜️ ⚡️ 90% Early access to Bitcoin Thunderbolt is opening soon.
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gualt 🔴💊 retweetledi

What does @Calderaxyz 's Rollup Engine really allow you to do?
If you have read my past threads on Caldera, you would have understood exactly what Caldera is building.
But do not worry, if you don't understand yet.
Caldera's Rollup Engine might just be the BIGGEST thing that happens to Crypto:
-The Rollup Engine makes it easy to run and scale rollups.
-It supports the latest Rollup technology and enables app to expand across multiple chains using the Metalayer Interoperability network.
-It is moving ETHEREUM from a single-chain model to a connected roll-up driven ecosystem.
Simply put, the engine removes the complexity of blockchain infrastructure.
Take a look at the video below 👇
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gualt 🔴💊 retweetledi
gualt 🔴💊 retweetledi

@cobaltx_io just achieved a great milestone, $10m in swap volume 🫡
This is just the beginning, are you a user yet?
Alphaaaa
CobaltX@cobaltx_io
🔴 SOON to the MOON 🔴 CobaltX has achieved ~$10 MILLION in cumulative swap volume on @soon_svm 🚀 The SOONami is unstoppable, and we're just warming up! The futrure is red-pilled (🔴,💊) LFSOON!!
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gualt 🔴💊 retweetledi

I'm bullish on these S projects:
@skate_chain
@soon_svm
@SeiNetwork
And then one M:
@MitosisOrg
And one H:
@hyperlane
Doubling on max usage.

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gualt 🔴💊 retweetledi

thank you guys for sharing my loss, hope nobody of you will be hacked, always be careful, always verify your transactions, check more than 2-3 times
Sennin@huseyin1tekin
Got hacked by this address & lost around $1k: 0xE2B733c3692DB7652A146364B13ef48Bdead7777 berascan.com/tx/0x0dcdf4f66… hope you are happy now 😅
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gualt 🔴💊 retweetledi

Best ETHDenver swag in order:
- @Calderaxyz jacket: I’ve been needing a new winter jacket in Boston and tbh this is perfect. @0xkatz is a legend for this
- @UniswapFND crewneck: love the logo without any words. Understated
- @Corkprotocol blanket: because who doesn’t need a blanket. Also @Philfog is one of the all time greats in the industry for swag following up on his Celo merch
- @initia beanie: super soft and clean logo. About to be my go to beanie
Honorable mention
- @lagrangedev t-shirt: so soft, clearly made for the supple skin of our zk king @Ismael_H_R
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gualt 🔴💊 retweetledi

This past week, I was in Hong Kong and Singapore meetings with institutional investors, founders as well as attending events like a Trade Mission to Hong Kong, Consensus Hong Kong, and a panel with @ambergroup_io. @PanteraCapital is actively investing in APAC companies as well as scoping out interest in Fund V (venture-style fund investing in venture equity, private tokens, special opportunities, and liquid tokens) to launch June 30, 2025. It was a jam-packed week with lots to reflect on. Let’s get into it!
A highlight was attending part of the Trade Mission to Hong Kong, going to the “U.S. Consulate sponsored LP-GP Networking Reception”. Top family offices and institutional LPs were present, as well as GPs. The US Consulate hosted an excellent event bringing together a diverse group of people interested in investing in US businesses and funds.
Compared to previous years, I've seen a huge shift in institutional investor's interest in crypto. Their industry knowledge has deepened and their interest spans far beyond Bitcoin investments.
Topics of Interest
Stablecoins and DePin:
Stablecoins are a trillion dollar opportunity and appeal is just as high in Asia. Stablecoins are tangible and understandable to many with the idea that issuing stablecoins allows for issuers to collect yield. There was less excitement with tokenized stocks and equities, but there was huge interest in asking the investible parts of the stack. Pantera has invested in stablecoin projects like @OndoFinance and @eco.
Especially now that institutions like Bank of America are preparing to launch its own dollar-backed stablecoin if U.S. Congress legalizes it. Stablecoins already process over $33 trillion in transactions annually—surpassing the combined volumes of Visa and Mastercard.
Limited partners (LPs) are particularly curious about how Pantera can replicate the growth we’ve unlocked in the U.S. market across Asia. With our extensive network, expertise, and resources in supporting and investing in stablecoin companies, we can drive success for those launching products in the Asian market.
Limited partners (LPs) are particularly curious about how Pantera can replicate the growth we’ve unlocked in the U.S. market across Asia. With our extensive network, expertise, and resources in supporting and investing in stablecoin companies, we can drive success for those launching products in the Asian market.
The DePin (Decentralized Physical Infrastructure Networks) market is still nascent and grows step-wise with each new company. Behind closed doors, there was plenty of discussion about its potential.
I went over trends, use cases and success stories including our portfolio companies @geodnet and @Hivemapper, to demonstrate the opportunities.
AI:
AI has been the top headline, especially after DeepSeek. DeepSeek acted like an unlock for many people, showing that it was possible to create performant models with modest, private investments (rather than relying on public markets and huge private investments).
Pantera has invested heavily in this space, funding full stack projects like @saharaai, open AI like @SentientAGI and marketplaces like @akashnet. In my talk with Amber, there was a lot of discussion about privacy, add-on features that consumers would like in AI, and AI agents. Perhaps in the future, each of us will have our own set of agents that transact on-chain at internet-speed. An increase of global trading volumes by 5x would not be unreasonable in that future.
Interest in Pantera’s positioning and exposure in AI was brought up regularly and based on our investment history and continued conviction that Web3 AI is the future, we are well positioned to capitalize companies that will gain wide-spread use across the world.
AI broadly invites more personalization, a value-add that has yet to be deeply explored. AI agents that allow users to perform complex actions with simple commands (like cross border payments) will let users in Asia leapfrog traditional financial infrastructure and onboard onto the Web3 ecosystem.
Legislation:
Legislation is finally starting to provide clarity in the US. In Pantera’s recent Blockchain Letter, we emphasized how regulation is turning from a headwind into a tailwind. We are very optimistic about the incoming crypto regulation in the US building on top of the SEC recently dropping all their cases against major US crypto firms. Regulatory certainty and a pro-crypto administration are fundamental to our investment thesis this year.
The openness of regulation will no doubt expand US crypto firms into Asia, and Hong Kong is the gateway. At Consensus Hong Kong last week, everyone can see the momentum is there. Since 2022, Hong Kong has been providing more and more support for crypto, launching the first spot exchange-traded funds in Asia and issuing nine virtual asset trading platform (VATP) licences. Regulators are also actively listening and open to supporting the industry through future legislation.
Conclusion:
Asian investors, operators, and users are more bullish on crypto this time around than I’ve seen it the past decade. They want to invest in and build more applications to address fragmented technology that many depend on for income, fun, travel, and payments. Stablecoins, AI, and legislation are fundamental reasons why everyone wants access to the US and I’m excited about Pantera’s position as a long-standing steward of the industry to lead this new wave.
veradiverdict.com/p/crypto-power…

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