HS | ARK Point

투자자로서 창업자로서 2025년을 회고해봤습니다. 투자자: t.me/brainfood_hs/57 창업자: linkedin.com/posts/hyeseong…

기술수단으로써 블록체인 vs 투자수단으로써 블록체인(혹은 Web3)에 대한 생각을 적어보았습니다. t.me/brainfood_hs/54

“Ethereum was not created to make finance efficient or apps convenient. It was created to set people free” This was an important - and controversial - line from the Trustless Manifesto ( trustlessness.eth.limo ), and it is worth revisiting it and better understanding what it means. “efficient” and “convenient” have the connotation of improving the average case, in situations where it’s already pretty good. Efficiency is about telling the world's best engineers to put their souls into reducing latency from 473 ms to 368ms, or increasing yields from 4.5% APY to 5.3% APY. Convenience is about people making one click instead of three, and reducing signup times from 1 min to 20 sec. These things can be good to do. But we must do them under the understanding that we will never be as good at this game as the Silicon Valley corporate players. And so the primary underlying game that Ethereum plays must be a different game. What is the game? Resilience. Resilience is the game where it’s not about 4.5% APY vs 5.3% APY - rather, it’s about minimizing the chance that you get -100% APY. Resilience is the game where if you become politically unpopular and get deplatformed, or if a the developers of your application go bankrupt or disappear, or if Cloudflare goes down, or if an internet cyberwar breaks out, your 2000ms latency continues to be 2000ms. Resilience is the game where anyone, anywhere in the world will be able to access the network and be a first-class participant. Resilience is sovereignty. Not sovereignty in the sense of lobbying to become a UN member state and shaking hands at Davos in two weeks, but sovereignty in the sense that people talk about "digital sovereignty" or "food sovereignty" - aggressively reducing your vulnerabilities to external dependencies that can be taken away from you on a whim. This is the sense in which the world computer can be sovereign, and in doing so make its users also sovereign. This baseline is what enables interdependence as equals, and not as vassals of corporate overlords thousands of kilometers away. This is the game that Ethereum is suited to win, and it delivers a type of value that, in our increasingly unstable world, a lot of people are going to need. The fundamental DNA of web2 consumer tech is not suited to resilience. The fundamental DNA of _finance_ often spends considerable effort on resilience, but it is a very partial form of resilience, good at solving for some types of risks but not others. Blockspace is abundant. Decentralized, permissionless and resilient blockspace is not. Ethereum must first and foremost be decentralized, permissionless and resilient block space - and then make that abundant.

Meteora officially listed on both Upbit & Bithumb — confirming its strong presence in Korea. Dunamu x Naver merger moves forward — reshaping Korea’s digital finance stack and signaling a new era of integrated crypto-payment infrastructure. blog.infcl.co.kr/dunamu-x-naver…

A quiet week with no new listings still saw strong trading in XRP, BTC, and ETH. Meanwhile, Bybit–Korbit M&A talks, another potential crypto tax delay rumor, and rising retail frustration shaped Korea’s narrative. blog.infcl.co.kr/bybit-korbit-t…

Korea listed @GoKiteAI , @MMTFinance , and @0xIntuition last week. Upbit volumes stayed dominant, while FIL, NEAR and 1INCH surged… and Bithumb saw wild moves led by SOON (+199%) and RESOLV (+135%). 🇰🇷📈 blog.infcl.co.kr/a-week-of-new-…

AI narratives back on radar? 🇰🇷 @zerobasezk re-emerges with TEE-based buzz, short staking rounds, and a fresh post-TGE push 🚀 Come find out what's happening in Korea! blog.infcl.co.kr/zerobase-and-t…

During and following Korea’s long holiday week, trading stayed strong across majors — XRP, BTC, and ETH led both Upbit and Bithumb, signaling steady post-Chuseok momentum. blog.infcl.co.kr/from-chuseok-h…

KBW crowds, Upbit × Naver takeover buzz, and nonstop listings🔥 Korea as the heartbeat of global crypto scene❣️ blog.infcl.co.kr/korea-blockcha…

Listing frenzy in Korea! Over 10 new tokens hit Upbit & Bithumb last week, fueling speculation from $AVNT to $PUMPBTC. Traders kept majors steady while mid-caps stole the spotlight. blog.infcl.co.kr/wave-of-new-li…

@0xundefined_ x @INF_CryptoLab will co-host the Korea RWA & Stablecoin Summit 2025. spotlighting RWA fundamentals and stablecoins’ role in Web3 amid rising regulation. Join 20+ global financial institutions and Web3 leaders to share insights and spark collaboration.

@Crypto1Marine @StoryProtocol 스토리 화이팅!

[마샬공유방 x Story 오리진 써밋 티켓 x5 이벤트] @StoryProtocol 📅 일시 : 9월 23일 오전 9시 ~ 오후 8시 (KST) 📍 장소 : 성수 앤더슨씨 —————————— SM 엔터 창립자, 이수만 마엘스트롬, 아서 헤이즈 트론 창립자, 저스틴 썬 —————————— 그리고 BTS, 블랙핑크, 에스파, 아기상어 제작자 등이 참여 및 연사로 나오는 행사로 문화, AI, 블록체인, 금융을 대표하는 글로벌 리더들이 AI와 IP 산업의 트렌드 및 미래에 대해 논의하고 비전을 제시하려는 행사! —————————————————— 🎉 티켓 이벤트 참여방법 - @Story_KR_Fans 팔로우 - @Crypto1Marine 팔로우 - 스토리 한국 팬 텔레그램 채널 입장 (t.me/Story_KR) - 이 트윗 좋아요&리트윗 - 댓글로 스토리 응원 한 마디 남기기 - 구글폼 제출 forms.gle/5quhzJukciQFhK… —————————————————— * 당첨자 선정 후 팔로우 및 채널 입장 여부 체크 예정 * 구글폼 제출 17일 오전 10시 마감 ✍️ 카더라로는 행사에 에스파도 온다고 하는?!?! 진짜인진 진짜로 모름! 근데 일단 스토리 요즘 잘 나가기도 하고 기본 티켓 $100, VIP $300 인데 고급지게 준비하지 않았을까? 점심시간 끼어있는 만큼 케이터링도 준비했다고 함! 이벤트로 당첨되면 무료로 입장 가능하니 응모들 하십셔!! #IP

New listings like @OpenledgerHQ , @LineaBuild , and @pumpdotfun shook up Korea’s exchanges last week. $MOODENG soared 44% while $F exploded nearly 200% — a week of majors + memes moving together. blog.infcl.co.kr/unusually-busy…

Last week, new listings like @worldlibertyfi , @redstone_defi , and @eulerfinance drew attention in Korea, while ETH and XRP dominated volumes. Mid-caps like ENA, WAL, and TREE rallied steadily on Upbit, while RED and NMR drove high-volatility surges on Bithumb. blog.infcl.co.kr/wlfi-listings-…

ETH and XRP dominated Korean trading last week, with Upbit peaking at $7.5B in daily volume. Last week’s listings: Upbit added @TreehouseFi , while Bithumb welcomed @staderlabs and @campnetworkxyz blog.infcl.co.kr/eth-xrp-lead-a…

@INF_CryptoLab @SuccinctLabs

Last week in Korea, $XRP and $ETH topped trading volumes, meanwhile, new listing $PROVE made a strong debut. @SuccinctLabs blog.infcl.co.kr/korean-crypto-…

1편: 「스테이블코인, 금융 패러다임의 전환」 (n.news.naver.com/article/009/00…) 2편: 「스테이블코인은 어떻게 미국 패권과 연결될까?」(n.news.naver.com/mnews/article/…) 3편: 「스테이블코인, AI 에이전트 시대의 화폐」 (mk.co.kr/news/stock/113…)

매일경제에서 기고 기회를 주셔서 스테이블코인의 기본 개념부터 지니어스법안, AI 에이전트 이코노미에서의 스테이블코인의 역할까지 연결되는 시리즈를 기고했습니다. 관심 있으신 분은 한번 읽어보셔도 좋을 것 같습니다. (링크는 답글에!)