Quynh Ho retweetledi
Get rid of passengers and talkers. Reguide thrashers. Invest in killers.
Alfred Lin@Alfred_Lin
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Quynh Ho
514 posts
Quynh Ho
@Quynh__Ho
Venture & M&A chef 👩🍳 @GSR_io | Backing Web3 founders | Ex investment banker
London, England Katılım Şubat 2012
1.6K Takip Edilen1.2K Takipçiler
Experiencing issues with my DM, pls email investments@gsr.io or DM my colleagues @E_Anderson1 @andyisnotandy @Carlos_Guzman @Slater_Santer
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Can confirm: things are very busy at @GSR_io
14 investments YTD (~4 deals/month)
Actively deploying + doubling down on existing portcos
Focus: tokenization, privacy, trading, DeFi
Also exploring M&A opportunities
What bear market?
Tom Dunleavy@dunleavy89
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
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Quynh Ho retweetledi
Excited to share that @GSR_io is leading @libeara_’s latest funding round -a milestone that reflects where we believe crypto capital markets are heading.
This investment positions GSR to participate more directly in shaping how traditional financial assets move on-chain. Tokenised instruments, particularly money market funds and treasuries, introduce a new class of yield-bearing collateral that enhances capital efficiency across our platform.
Congratulations to Aaron Gwak and the entire Libeara team on building the compliance-first infrastructure that institutional tokenisation actually needs. Backed by SC Ventures, with a CMS licence from Singapore MAS and over $1bn in tokenised assets already onchain.
The tokenised asset market is approaching $30B today and projected to reach $30T by 2034. Origination, market infrastructure, distribution, liquidity - GSR and Libeara are working across all four dimensions to help close that gap.
GSR@GSR_io
We led an investment in Libeara to accelerate the development of institutional-grade markets for real-world assets.
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Grateful for your support and trust, @Quynh__Ho! Truthful in the sense of ‘backing a founder’ - not just financially but with whenever help is needed.
Made many mistakes along the way, but the core vision has not changed since our first meetings in London.
Quynh Ho@Quynh__Ho
Backed @MidasRWA at seed in 2023. Watching what @DennisMidas and the team have built since is something else. From a €7.6m seed to a €43m Series A (~$50m). From zero to $1.7bn+ in assets minted, $500m+ TVL, $37m in yield distributed to 20,000+ holders - across 18 products. What stood out early was the regulatory conviction. When the market opened up, they were ready. The same thesis, just executed across every market condition thrown at them. Congrats @MidasRWA, @DennisMidas and team.
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Backed @MidasRWA at seed in 2023. Watching what @DennisMidas and the team have built since is something else.
From a €7.6m seed to a €43m Series A (~$50m). From zero to $1.7bn+ in assets minted, $500m+ TVL, $37m in yield distributed to 20,000+ holders - across 18 products.
What stood out early was the regulatory conviction. When the market opened up, they were ready. The same thesis, just executed across every market condition thrown at them.
Congrats @MidasRWA, @DennisMidas and team.
Midas@MidasRWA
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Quynh Ho retweetledi
4/ Together with GSR’s existing institutional capabilities, projects can now be supported from pre-launch through long-term treasury management.
Bringing structured cash flow forecasting, liquidity planning, and capital allocation discipline to crypto foundations is one of the more consequential things this platform can do.
Proud of the teams at Autonomous and Architech for what they’ve built. The work is just starting.
@GSR_io
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3/ What this means:
Autonomous brings end-to-end launch and treasury operations: fractional CFO/COO support, multi-sig architecture, liquidity planning, grants management, and TGE execution. They’ll continue operating under their own brand within the GSR group.
Architech - having supported over $10B in peak FDV of token launches since October 2024 - becomes the foundation of GSR Digital Asset Advisory, covering mechanism design, exchange coordination, and fundraising strategy.
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Months of work became public last week.
@GSR_io announced the $57M acquisition of Autonomous and Architech - and what has been quietly built comes into view: crypto's premier capital markets partner. 🧵
GSR@GSR_io
Today we’re announcing the $57M acquisitions of Autonomous and Architech. Advisory, liquidity, and capital markets infrastructure are disconnected services that operate in silos. Through our acquisition of Autonomous and Architech, we're changing that. gsr.io/insights/gsr-a…
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Quynh Ho retweetledi
Can fully KYC’d counterparties remain confidential while trading onchain?
We just did that using the @zama protocol.
gsr.io/insights/gsr-a…
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Quynh Ho retweetledi
NEWS: Kraken DeFi Earn has surpassed $100 million in total deposits.
It’s never been easier to earn on idle assets.
Powered by 3 Veda vaults:
Balanced + Boosted → curated by @chaoslabs
Advanced → curated by @sentoraHQ
Available on @krakenfx, @krakenpro, and @krak
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Called this over the weekend (still count :)
x.com/wsj/status/203…
Quynh Ho@Quynh__Ho
I expect this trend to accelerate. Watch for: - Nasdaq / CME + Kraken or Bybit Euronext / Deutsche Börse + European crypto players - GS, JPM, UBS, State Street, BNY building complementary crypto capabilities - Neobanks & superapps such as Robinhood, Revolut - adding products on top of huge distribution
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Biggest risks? Regulatory approval for tokenized securities trading is still pending. And beyond reg, execution: ICE and OKX have very different operating cultures and tempos. Deep collaboration required to make this work. These inflection points take years to fully play out
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I expect this trend to accelerate. Watch for:
- Nasdaq / CME + Kraken or Bybit
Euronext / Deutsche Börse + European crypto players
- GS, JPM, UBS, State Street, BNY building complementary crypto capabilities
- Neobanks & superapps such as Robinhood, Revolut - adding products on top of huge distribution
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Shared my opinion in this piece with @Yogita_Khatri5 @TheBlockCo last week
My take: this isn’t a directional crypto bet from ICE - it’s an infrastructure and distribution play. 120m OKX users as a channel for tokenized NYSE assets globally is the real thesis. More of these coming 🧵
The Block@TheBlockCo
The Funding: Why NYSE parent ICE chose OKX for a reported $200 million investment at a $25 billion valuation theblock.co/post/392772/wh…
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