Jason Tam

@kostascrypto @Manixh02 Don't worry, they have AI Act lol

@Manixh02 The most disappointing case is Europe

USA has ChatGPT USA has Grok USA has Claude USA has Gemini USA has Llama USA has Copilot China has DeepSeek China has Qwen China has Ernie China has GLM China has Kimi China has MiniMax India has?

Mum is texting in the family group that medias are saying stablecoins have explosive price growth potential...god why do this to me early September. Am I going to be very poor again lol

@adriannewman21 @grok summarize it.

(Latest view on market) Wrote one last year and am proud that I had been sticking to my views. - Bitcoin dominance continues to climb. New target: 80% in 12 months. Been talking about that for over a year. Again it’s relative strength. Everything can dump much more than Bitcoin. - Bitcoin = crpyto now, given the dominance unfortunately. Lots haven’t priced in how asset allocators think abt Bitcoin vs equities vs gold. If risk / reward declines why would them prefer Bitcoin more vs equity market, say Tesla for example? - You start seeing folks saying if there’s QE like in late 2026, Bitcoin will reach this and that price. Well, both stocks and Bitcoin will be receptive towards interest rate risk, if being regarded as a macro asset, Bitcoin is not so much better than equities. Meaning? We need another narrative for Bitcoin, but it’s hard, Wall Street doesn’t care abt decentralisation. And scarcity doesn’t bring multiplier for QE. So imo forget abt that pump in 1-2 years. 150k? Ya possible, but not crazy numbers. - Dead of broader memes doesn’t mean old alts (VC alts) will come back. Yes memes on chain vol come down 95% after $libra, and yes I think even VC alts are better than memes. But we are not choosing between shit A and shit B. As I mentioned in another tweet, I think we need a new form of tokens that 1) are backed by cash flow and 2) can offer imaginations - basically a combination of utility tokens and security tokens. Before that, imo market is an extremely confused mode. - So building on last point, I think the next innovation isn’t gonna be about a new sector, like de-x, de-y, etc. it will still be on a new token distribution mechanism that aligns interest among founders, retails investors and users. The key here is ‘users’, that was never a thing. All the airdropping mechanisms were plainly focusing on retail investors. Meme brought us far with ‘fake but looking real’ distributed mechanisms, now we need founders to innovate again. - OTCs (that I mentioned last year) no longer work. I bet 9 out of 10 OTC deals if you enter now will lose money the next 12 months. Why? Market is cleverer now, the bleeding of most alts are scary on daily basis. You don’t want to be locked up for another 12 months for 50% discount. - Primary market is broken. We knew about it. Beyond a new form of token is needed, any investor, and I mean including VCs, needs to get exposure via structured deals flexibly, in a much more aligned way with founders - meaning most VCs will just run out of business because most are dumb. Embrace changes.

If your week in Hong Kong is jam-packed with panels, shills and pitches then it’s time to take a step back and reconnect with what truly matters: THE COMMUNITY. For the first time, unlike any other VC events, Newman Group, @hkfrens, and @monsterblockhk are bringing the Ultimate Community Night to @consensus_hk, at one of the most iconic and oldest Cantonese restaurants in Hong Kong - Ser Wong Fun - a Michelin Bib Gourmand-awarded gem known for its exotic snake cuisine and rich cultural heritage. We’ve also teamed up with some of the most vibrant communities, including: @asiadoods, @852Captainz, @Azuki_852Garden, @coolcatshk, @DeGodsAsia, and @PudgyHK. This isn’t your typical party - IT’S THE EVENING to engage and connect with some of, if not, the most vibrant community/folks in Hong Kong. We want to celebrate the people who actually build Hong Kong’s Web3 soul. 📅 When? Wednesday, 19 Feb 2025 ⏰ Time? 7:00 PM - 10:00 PM 📍 Where? Ser Wong Fun, 30 Cochrane St, Central, HK Come hang with us, rep your Web3 merch, and vibe with like-minded frens. ✨ Spots are limited, so don’t wait! See you there! 🚀 Sign up here: lu.ma/touw586q

@adriannewman21 @MaidMiyo please animate this

Fire for an upcoming NFT bull market.

Here we go! First epic token launch in 2025.

The ticker is $ANIME. 50.5% distribution to the community is incredible. Shout out to the @Azuki team and @Zagabond! On a lighter note, the animation in this post is purely amazing. Whatever the designers were taking, I want some too! @animecoin

Stay tuned!

@0xeorta Cooking 👀

新年的第一天就玩上 NFT 了，文艺复兴了属于是。 FLC 大哥搞的这个 BitmapPunks(@bitmappunksnft) 挺有意思的，总量 210 万，一千多种 Traits ，特征性非常强，里面加入了很多当下时兴的 Meme 元素，比如 Shoggoth、FWOG 。 最重要的是，Mint 完 NFT 后会空投同名代币 $BMP(0xbbbb2d4d765c1e455e4896a64ba3883e914abbbb) 给你，而 $BMP 的交易会造成 NFT 的通缩，具体机制是： • 卖出 $BMP 时，NFT 也会消失； • 购买 $BMP 时，不会获得 NFT ； • 购买 NFT 时，会获得 $BMP ； • 卖出 NFT 时，会消耗 $BMP 。 这样一来，几乎每笔 $BMP 的交易都会造成 NFT 的通缩，这个经济模型的设计还蛮有趣的，谁也不知道最后 NFT 会是什么局面。 超大总量的 Mint + 通缩机制，这让我想起了之前 Jack Butcher 的 VV Checks ，再有「链上Meme」的加持，让人很期待它的上限究竟在哪里。 一场伟大的实验(有点持仓)

@adriannewman21 @Azuki I think I have enough cardio lmao

God, I love this grail. Planned to buy after I m back to HK (without ledger now), but @Azuki bros are eyeing at this masterpiece, I immediately called my Chief of Staff @Jason_TKH to run back office from his gym session, and bought this! This is soooooo lovely, only at Azuki. IKZ!

@adriannewman21 iykyk

What does NFA stand for?

Cooking 👀 @0xeorta

Just got sent this Newman customized spirit hand designed by the official @Azuki team, what should we call him, chat? massive shoutout to @zagabond @njoo for making this 1/1 happen 🫶 IKZ!

@animecoin Give us CA loll

(Updates) We sticked to most with what was said in April, didn’t expect the meme wave at all. Admittedly I wasn’t as visionary as someone like @MustStopMurad / @Rewkang. However, as an investor (all sorts) especially in this space, 𝐛𝐞𝐢𝐧𝐠 𝐧𝐢𝐦𝐛𝐥𝐞 𝐚𝐧𝐝 𝐪𝐮𝐢𝐜𝐤𝐥𝐲 𝐚𝐝𝐚𝐩𝐭, 𝐰𝐡𝐢𝐥𝐞 𝐡𝐚𝐯𝐢𝐧𝐠 𝐚𝐧 𝐨𝐯𝐞𝐫𝐚𝐥𝐥 𝐜𝐨𝐧𝐯𝐢𝐜𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐮𝐬𝐮𝐚𝐥𝐥𝐲 𝐬𝐚𝐲, 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐭𝐨 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐢𝐧, 𝐚𝐧𝐝 𝐬𝐭𝐢𝐜𝐤 𝐭𝐨 𝐭𝐡𝐚𝐭 - 𝐚𝐫𝐞 𝐯𝐞𝐫𝐲 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭. 𝐌𝐲 𝐜𝐨𝐧𝐯𝐢𝐜𝐭𝐢𝐨𝐧: Community is key, really, underpinning everything not just web3, but the ever-evolving attention economy. My team was saying today his friend’s mom asked ‘how to buy $doge?’, because ‘Elon talked about it’. We were joking about it ‘in mums we trust lol’. But really, isn’t that the adoption we want? Not with tech, but with a common belief. Now, this common belief can be propelled by memes, can be by NFTs. As I often mention in my tweets, 𝐭𝐡𝐞 𝐤𝐞𝐲 𝐢𝐬 𝐡𝐨𝐰 𝐭𝐨 𝐜𝐫𝐞𝐚𝐭𝐞 𝐚 𝐦𝐞𝐜𝐡𝐚𝐧𝐢𝐬𝐦 / 𝐭𝐨𝐨𝐥 𝐭𝐡𝐚𝐭 𝐮𝐬 (𝐚𝐜𝐫𝐨𝐬𝐬 𝐬𝐞𝐯𝐞𝐫𝐚𝐥 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬) 𝐰𝐢𝐥𝐥 𝐟𝐞𝐞𝐥 𝐰𝐞 𝐡𝐚𝐯𝐞 𝐨𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩, 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐚𝐧𝐝 𝐦𝐨𝐬𝐭 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭𝐥𝐲 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐥𝐲 𝐫𝐞𝐰𝐚𝐫𝐝. So there’s not really conflict between NFTs and memes. But I agree in order to have people financially rewarded, liquidity matters. So in order for NFT projects to scale their engagement, they need to have tokens. We stick to our words. We back in different ways @Azuki, @pudgypenguins, @Memeland and many others in the similar capacities. 𝐒𝐨 𝐰𝐡𝐚𝐭 𝐚𝐛𝐨𝐮𝐭 𝐚𝐥𝐭𝐬? I caught up with many investors. Many thought alts would follow the previous cycles (I.e btc -> eth / sol -> alts). While I do not buy things always repeat themselves in crypto (except the magical Bitcoin halving impact), I am not that pessimistic on alts. 1) we still stick to the notion that nearly fully vested / decentralized alts is something we will hodl / buy more. Example is $stx by @Stacks. 2) there are change in distribution mechanism for newly listed alts. (Personally I am looking forward to what @rektdrinks gonna do with its token). There’s no debate that primary market needs reform in tokenomics, valuation and token distribution. 𝐄𝐯𝐞𝐧 𝐭𝐡𝐞 𝐫𝐞𝐟𝐨𝐫𝐦 𝐡𝐚𝐬𝐧’𝐭 𝐛𝐞𝐞𝐧 𝐝𝐨𝐧𝐞, 𝐝𝐨𝐧’𝐭 𝐛𝐞 𝐟𝐨𝐨𝐥𝐞𝐝 𝐭𝐡𝐚𝐭 𝐜𝐫𝐲𝐩𝐭𝐨 𝐝𝐨𝐞𝐬𝐧’𝐭 𝐧𝐞𝐞𝐝 𝐚 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐦𝐚𝐫𝐤𝐞𝐭. I still see very interesting opportunities. Lately I have seeded a crpyto-powered dating app which I would love to share with you asap. 𝐌𝐲 𝐭𝐡𝐨𝐮𝐠𝐡𝐭𝐬 𝐨𝐧 𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧𝐬 Again, we have to be nimble. My rough thoughts: - continue to hodl btc for sure. Whether it’s 100k, 150k or 200k this cycle. Btw for people who already got fomoed about we approaching 100k, you don’t know how fast btc went to 17k once it broke 10k resistance. - starting to buy back eth, majorly because 1) it’s so far the only ETF option beyond btc - very inelastic Wall Street demand. 2) too much negativity towards eth - contrarian strategy in major blue chips in crypto almost worked out every time. - have 3-4 memecoins as core holdings - meaning not as short-term tradable assets. The idea of they are going to be a long-term portfolio asset is a huge change in strategy. ‘Animal coins’ that represent social beliefs, and ‘AI crypto meme coins’ are two categories that I will buy blue-chips, and comfortably sleep overnight with them. - Continue to support alts and their founders who are constantly innovating,. Especially in the consumer space. Whether it’s primary market or OTC. I love DeFi, but I am not expert like @arthur0x, so I’ll let him play his role while I focus on supporting on consumer founders. P.S. Newman is starting something new soon, founder mode all in. Stay tuned.

RT @Newmangrp: 🚀 We’re excited to announce our strategic investment in @IglooInc, the backer of @pudgypenguins, @AbstractChain, and @Overpa…

Get ready for our event with @spiritdao! For those who have successfully signed up, please check important details below. We are excited to meeting all of you and showcasing demos from some of our portfolio companies! See you all tonight! ✨👀

Just got 10,000 @tribe3official points! Ready to dive into the future of NFT trading. Join the Tribe! app.tribe3.xyz/share/airdrop-2