Percy Chau

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Percy Chau

Percy Chau

@Percy_Chowit

Agressive and Funny ENTJ | Analyst @TheSpartanGroup | ex-Risk @HSBC 💬 Everything expressed here is solely my own opinion.

Katılım Haziran 2021
772 Takip Edilen32 Takipçiler
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Percy Chau
Percy Chau@Percy_Chowit·
For traditional portfolio, it is suggested to diversified around 2% to crypto. Why ? Because only 2% diversification, you increase your Sharpe Ratio significantly. And also, from the research, it's not suggested to diversified more than 12%.
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Stellar Vietnam
Stellar Vietnam@VN_Stellar·
Meet our 4 judges for the Demo Day Tiffany Hoang ( @tiffany_herefen ) - Stellar Vietnam Chapter Lead Louis Nguyen ( @louiskhaing ) - @Chainlink Community Manager Nguyen Quang Nhat Minh ( @minhbear_1904 ) - Stellar Vietnam Devrel Chapter Lead Percy Chau ( @Percy_Chowit ) - Analyst at @thespartangroup Thank you to our judges for joining us. On Demo Day, you pitch to a room of pros, so make the most of it. Take their feedback and move further with real knowledge for your APAC journey ahead.
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The Spartan Group
The Spartan Group@TheSpartanGroup·
🚨Security Alert🚨 We have been informed of an impersonator falsely claiming affiliation with Spartan Group and reaching out via X, Telegram and email. The following account is NOT associated with Spartan Group: @huchengxian Please do not engage. We encourage the community to report the account. We do not initiate unsolicited outreach via Telegram or unknown accounts. If in doubt, please reach out to your known contacts at Spartan Group directly to verify. Stay vigilant.
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SwissBorg
SwissBorg@swissborg·
HUGE News Borgers! SwissBorg has officially secured MiCA authorisation for crypto-assets in Europe. 🇪🇺 To anchor our European operations, we sought approval from the French Autorité des Marchés Financiers (AMF), widely recognised as one of the most rigorous and demanding financial regulators in Europe. This approval marks a definitive milestone in our ongoing commitment to providing a secure, transparent, and fully compliant wealth management platform for our community. 🧵👇
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The Spartan Group
The Spartan Group@TheSpartanGroup·
Want to be a Spartan ? We are hiring! 🦾 Application link in the comments 👇 Open roles: 💻 Advisory Analyst Intern 💻 Advisory Analyst 💻 Advisory Associate 💻 Advisory Exec Director ⚖️ Legal & Compliance Analyst 🧮 Investment Analyst Intern
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Percy Chau
Percy Chau@Percy_Chowit·
Flying Tulip ICO structure is quite interesting. The NFT will potentially priced similar to a protective put = long position + put option.
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Percy Chau
Percy Chau@Percy_Chowit·
One thing i might say, i was correct when Hype was $21, and right now spot another undervalued token - METUSDT. Everyday, i track revenue generating tokens, and i think Meteora is the next token that need to put an eye on. I think questions related to technology, or what the project is doing, you guys can chatgpt them easily. In this post, just want to highlight 2 key fundamental/valuation metrics: 1. Currently, FDV/Rev of Meteora is lower than the median of the most current 50 days, specifically, -16.32% lower. This is the highest mispricing among the tokens i track. But this alone cannot say anything. 2. Peers multiple analysis (See image 2): Comparing it with peers in the market, the minimum implied valuation for Meteora is around $0.29 (which is even higher than the curent $0.25 price). I will take median of FDV/Rev as a benchmark (it has always been my favorite metric), the upside is 3x from here.
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Token Terminal 📊
Token Terminal 📊@tokenterminal·
Tokenized commodities are at an all-time high of $4.4b. Ethereum is the leading chain for tokenized commodities, with close to 100% market share.
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Artemis
Artemis@artemis·
We just published the most accurate onchain estimate of stablecoin payments ever. Everyone keeps quoting $10T–$30T “stablecoin payments.” That number is wrong. By a lot. Built with @McKinsey payments team, we used a bottom-up approach to isolate real payments. This report previews our new stablecoin payments dashboard, launching soon. The real number will surprise you 👇🧵
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Percy Chau
Percy Chau@Percy_Chowit·
Hmm ZK Sync 600M FDV with 32M TVL. Hmm I guess 1B for MegaETH is reasonable i guess 😂🤣🤣
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Percy Chau
Percy Chau@Percy_Chowit·
$3.17M TVL, 1B Valuation from latest public sales. Beautiful
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Percy Chau
Percy Chau@Percy_Chowit·
Most of these tokens are trading below MC/Rev 50 days median.
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Percy Chau
Percy Chau@Percy_Chowit·
Hype falls to $21, what to do now ?
Percy Chau@Percy_Chowit

Predict the correct top of $Hype, the current price movement reflect how it's not a sustainable price growth (due to high OI - as i discussed in the post before). Next important price target would be $24, current multiple is 11x. A safe trade would be around $21 since: - In the last 30d, most perp projects have difficulties in revenue and fees. Hyperliquid 30d annualized rev goes down to around $500-600M, while before is $800-900M. Historically, a safe MC/annualized Revenue is 9x-10x. With 10x, $HYPE would fall to $21 Im a pro-hyperliquid guy, but to be honest, will be cautious with buying $Hype, at least it around $21-22, that would be a safe bet for me

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Percy Chau
Percy Chau@Percy_Chowit·
CZ joined Genius, another Aster ?
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Percy Chau
Percy Chau@Percy_Chowit·
@jrugss Because a thing people call “valuation”
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Jrugs
Jrugs@jrugss·
What are they doing out there? Are they trying to recreated the $xpl fractal? I thought $lit to $10. Help.
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Percy Chau
Percy Chau@Percy_Chowit·
Yo, perp DEX volume at the top ???
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Keşfet

@tiffany_herefen @louiskhaing @Chainlink @minhbear_1904 @thespartangroup @huchengxian @McKinsey @jrugss