cky.onchain

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cky.onchain

cky.onchain

@ckyzhu

📍NYC crypto investing @ambergroup_io | sharing research & trading thoughts (sometimes life) | views are my own #nfa #dyor https://t.co/j40E7mYeN2

United States Katılım Ekim 2022
1.6K Takip Edilen415 Takipçiler
cky.onchain
cky.onchain@ckyzhu·
@XtineFang great Chinese food!! and close to everywhere (except NJ)
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Xtine Fang
Xtine Fang@XtineFang·
why do all the chinese ppl live in LIC?
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cky.onchain
cky.onchain@ckyzhu·
if NYSE tokenized securities can preserve shareholder voting rights and dividends, it's a fundamental threat to existing synthetic equity protocols and severely erode the competitive edge of DEXs that rely on T+0 execution as their primary moat
Securitize@Securitize

We've signed a Memorandum of Understanding with @NYSE to support the development of tokenized securities markets. Securitize has been named as the first transfer agent eligible to mint blockchain-native securities on the upcoming NYSE-affiliated tokenized securities platform.

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amber.ac
amber.ac@amber_ac_·
Thank you everyone for joining our event tonight. We co-hosted this gathering with @BlockchainatCU and the Columbia Investment & Finance Society. Special thanks to our speakers for sharing their insights: @sanzhichazi1 from @amber_ac_, Kushagra from @MaelstromFund, @jshinny12 from @IOSGVC, @ckyzhu from @ambergroup_io, and @BeigbederPhoebe from @polychain. Hard times, less noise. A closer, more serious conversation between builders. Tonight we didn’t just talk about VCs and founders, we shared insights from our daily work, the idea of the super individual, and how people are building through the cycle. The bear market won’t last forever. The industry is still in its early stage. Just keep building. Just keep delivering. Hard times, less noise.
amber.ac tweet media
amber.ac@amber_ac_

We all know that right now most of the world’s attention is captured by AI. We also believe AI will bring significant impact to both our industry and our individuals. We recently launched the amber.ac North America Tour. For our stop at Columbia, we’re co-hosting with @BlockchainatCU and inviting friends from Polychain @polychain, IOSG @IOSGVC, Amber Group @ambergroup_io, and Maelstrom @MaelstromFund to share insights on AI, crypto, and the future ahead. Topics 1. VC AMA 2. The Future of Crypto 3. How AI Improves Crypto Builders & Projects 4. The Rise of the AI-Powered Super Individual Ask anything here. Luma link: luma.com/aqfyyf50 Please note: No video recording. Everything shared here stays here. Speak freely and honestly. 2026/3/9 See you in New York.

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cky.onchain
cky.onchain@ckyzhu·
when can we make buying at TGE feel like investing - not being someone else’s exit?
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cky.onchain
cky.onchain@ckyzhu·
interesting article asian women today are not the war brides of the 1950s. we are educated, financially independent, and embedded in the same professional class as the men we date we choose based on compatibility, values, and chemistry, not simply race or economic escape. reducing us to gold diggers or social climbers is just outdated and lazy
tiff@bytheophana

x.com/i/article/2002…

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tommy
tommy@thatdegenvc·
I swear I’m not a Perp DEX maxi
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david phelps
david phelps@divine_economy·
>ICO lower than last VC round >1.4x oversubscribed means they nailed price discovery >refuse Binance listing fees >can’t get dumped on by Binance >and team *still* makes time to meet w me (monad builder) day after TGE hope it’s clear monad finally cracked the TGE playbook
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cky.onchain
cky.onchain@ckyzhu·
I participated in the $MON ICO and I’m currently holding all of my tokens one concern I have is that MON’s incentive model relies on ongoing token issuance, meaning rewards are primarily funded through inflation. If network activity and transaction fee growth don’t scale faster than the annual emission rate of ~2%, MON could eventually face structural sell pressure as rewards are harvested that said, I still like their controlled exchange-listing strategy, which reduces early circulating supply and short-term sell pressure i’ve staked all my $MON into @0xFastLane
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cky.onchain
cky.onchain@ckyzhu·
great read. simply explained polymarket's edge as a binary-option CLOB: low MM capital is needed as YES/NO markets have cross-outcome system, which YES and NO market share the sames underlying liquidity - traders in one outcome can be matched using orders from the other most prediction markets struggle to grow OI as they require LPs to commit large capital, high slippage, and seperate liquidty for each outcome
Kevin Lin@Slutsky___

Key Findings 如下: 大前提是 Polymarket 用的 CFT (Condition Token Framework) 出來的 YES token 和 NO token 可以剛性 peg 1 USDC(類似於 PT + YT 的概念如果熟悉 @pendle_fi),且 YES 和 NO token 底層是基於 ERC-1155 的不同的代幣。 基於 @cryptogator1121 @poliedge100 的超細節觀察,Polymarket 上 UI 的 Orderbook 會發現下單時雙邊會對稱(你下單 Buy YES 0.65 會發現 Sell NO 0.35 也有一張你的 order),這一開始讓我非常困惑,因為兩個 token 底層是分開的,我一直以為 orderbook 也該完全分開的兩套。

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Jay Yu 🐟
Jay Yu 🐟@0xfishylosopher·
this is honest advice, and I think writing is what really got me my job at @PanteraCapital out of college. Even as a stanford undergrad, VC can seem hard to break into. The real reason is that VC seems on the surface like a job that has no moat - all you do is literally yap to people and make up numbers - how hard could that possibly be? the real truth is that it’s a game of invisible reputations - of original thinking. Of framing something that is incredibly nuanced and complicated - be it agentic payments or DeSci or ZK Rollups - and doing “investigative journalism”, creating some new way of thinking, first principles ordering of the world around you. and this is where a humanities degree like philosophy helped me along my own path - taking a complex, abstract concept eg. “what is happiness for Aristotle” and breaking it down step by step with evidence. Such perspective shows first principles thinking, ability to see nuance, and frankly a humanness indispensable to a job that requires you to yap nonstop and continuously think about subtext. Thats the invisible barrier of VC. And why it’s a reputation based cottage industry that only recruits via back doors. Bc finding and bringing those back doors to you ARE the main task of a vc. DMs always open to undergrads and young ppl trying to break into VC. Happy to help you along wherever I can, as @veradittakit and others once helped me.
Haseeb >|<@hosseeb

Here's what I would do if I was a young person trying to break into VC: Write. Short writeups, on Twitter. Not generic market philosophical thinkpieces, because those will be assumed to be AI slop or regurgitated research. No one will read it unless you're brilliant, which you're probably not. Original research, on a specific company or sub-sector. If you want to write about robotics, even that is too broad. Narrow it down. Humanoid robotics, or healthcare robotics, military robotics, etc. Get really granular. So granular most people won't care. If it's something you could get by Googling, it's not narrow enough. You will not be able to find to do "original research" easily. This is not something you can do from a university library. You will have to go talk to people who work at these companies. Journalists who cover these companies. Pay for private industry-specific research / newsletters. Follow all of the employees/anons who are tweeting gossip. Integrate a picture that someone reading TechCrunch doesn't see. Then write about this sector and leading + new startups and tag / DM every investor at every major firm who covers your space (you can find them because they've invested in one of the companies in the sector). If they express interest, offer coffee meetings with everyone you can. Some will take you up on it. Do this enough times, you'll develop a reputation and get offered a job in venture. Don't need to go to business school, don't need to have a great angel portfolio or any of the above. "Get good deal flow" is wonderful if you have access to it, but most people just can't do this. If you're already surrounded by Stanford undergrads, you probably don't need advice to break into VC. But the above strategy--in principle anyone can do. Just need to have abnormal levels of agency and a willingness to basically do the job of a junior VC without anyone telling you to. (While you're doing this, best thing to do in the meantime is to also work at a company in the sector you're chasing after. But not always possible depending on your background. Thankfully, VC does not require any particular background. Lots of weirdos in VC, myself included.) I guarantee you, everyone wants to hire someone who can do the above. But very few candidates have this degree of agency. VC is not a "tracked" career. Hiring is arbitrary, firms are generally small and do not scale, and there is no standard path. This is good for you if you're willing to be weird. The thing that VCs have in common is that they are passionate about startups and understanding new industries. If you show that you already have that, a path will open for you.

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cky.onchain
cky.onchain@ckyzhu·
4) ZK proof this is where computation turns into consensus instead of wasting power solving random hashes, miners generate zero-knowledge proofs: heavy math that actually has real utility Examples: @boundless_xyz @SuccinctLabs @nockchain
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cky.onchain
cky.onchain@ckyzhu·
I really got confused when I first looked at all these PoUW projects - AI/GPU/ZK… but this is how i break it down 👇
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