Lily

开通蓝V啦🤓 终于有时间可以输出一些平时遇到的优质内容，同时还能当作笔记帮助自己系统性的复盘🆙 希望可以和大家玩得开心呀🎉🎉

@kai2009pp @theformsfund I think SUI is the best ecosystem this time and in the future it show amazing results

In our momentum scans at Forms Venture, and something we’ve been highlighting through @theformsfund , $SUI has clearly shifted character. SUI just delivered a strong breakout, up roughly 50% from the December lows. That kind of expansion usually resets market attention and short-term positioning. The level that matters now is ~$1.7. Holding above that zone keeps momentum firmly in the bulls’ favor and allows continuation setups to develop. Lose it, and this risks turning into a fast mean reversion. For now, structure says strength.

One thing we’ve noticed repeatedly at Forms Ventures, and something that comes up a lot in conversations via @theformsfund , is how many people interviewing for VC roles can’t clearly explain how money actually flows through a fund

@LianaXBT @theformsfund thank you for sharing this detailed info about VC structure Liana. I see

HI，我是比特Coffee，改了个名字和头像重新开始！休息了阵子，复盘去年的交易： 从巅峰账户700万美金，双号币安盈利榜前10！再到崩盘后的归零！尊重市场的选择，重新再来，知难而进，好好运营推特，给大家分享更有价值的内容！ 目标不变，24岁之前到A9.2，共勉❤️

Banger 🤣🤣

所有人都在关注中东，本来最多人关注的美债反而没啥人关注了。。。于是他选择了强势突破，再次引起大家的关注。 目前已经回到了去年9月，也就是美联储第一次降息（至今降息了三次）的高度了。 哎，今年不该是这样的年份啊。。

等等，这个描述怎么那么熟悉？特朗普刚刚在自家社交平台，发推表示：没有美国，北约就是个纸老虎！ 他指责欧洲这些盟友，当初不愿为打仗出力，而现在却抱怨油价高昂，特朗普说他会一直记住你们。

@MinJiForms @theformsfund 没错

从Forms Ventures 对生态协同的观察，以及我们在 @theformsfund 持续跟进的产品动向来看，这次信号已经非常明确了。 币安钱包网页版已正式上线永续合约交易功能，并确认该功能由 BNB 链上的衍生品 DEX Aster 提供支持。 进入页面后，币安会弹出明确免责声明，强调所有交易行为均发生在 Aster 协议之上，币安钱包仅作为展示与参与入口存在。

From the way this setup is being discussed inside Forms Venture, and how we’re framing it on @theformsfund , this is a textbook decision area. $BTC is trading right at the main resistance of the current range and has just swept the December highs.

@BrianDobberS @theformsfund okay Brian, we'll check it this month. I think that's not a best way

From how we’re framing this setup at Forms Ventures, and what we’re closely watching via @theformsfund , this is a key decision point for Ethereum. $ETH is testing the ~$3,350 area, which has acted as firm resistance. A clean break and daily close above this level would likely open the path toward the Daily 200MA. Until that happens, this zone remains resistance by definition. The signal will come from acceptance, not the intraday wicks. Daily closes here matter more than anything else.

@MinJiForms @theformsfund check check

从 Forms Venture 的产品与市场融合视角，以及我们在 @theformsfund 持续关注的交易所动向来看，币安这一步走得相当明确。 币安今日下午发布公告，确认平台接下来将上线更多以 USDT 结算的传统资产期货合约。此前，币安已经在 TradFi 板块陆续推出了黄金、白银期货。 这类合约的核心优势在于，用稳定币 $USDT 直接交易和结算，大幅降低了传统外汇与商品期货平台在开户、审核和资金流转上的门槛。 在此基础上，原油、铜、铝等高流动性的热门商品期货，很可能会成为下一批上线标的。 当加密交易所开始系统性承接传统资产的交易需求时，USDT 正在逐步演变为跨市场的结算层，而不仅仅是加密世界里的“中介货币”。

@Nie_HAM 🥸🧐

Core Scientific -> Shifting Focus to AI BTC Holdings -> Gradually Declining Yesterday: -250 BTC The change is barely noticeable, but it’s happening. Miners aren’t just getting rid of their assets… they’re reallocating them. AI instead of BTC...... The analysis was conducted in collaboration with @basednft and @theformsfund

从 Forms Ventures 对合规与行业边界的长期观察，以及我们在 @theformsfund 关注的监管案例来看，这类故事并不新，但依然值得警惕。 今晚央视新闻专题片披露，前中国央行数字货币研究所所长在任期间，利用职务影响力为一名计划发币的币圈老板“打招呼”，促成其项目在交易所层面获得便利。

In our latest large-cap scans at Formws Ventures, and based on how we’re framing relative strength through @theformsfund , $SOL continues to stand out structurally. Solana remains one of the strongest large-cap alts, but it’s clearly in a pause phase. The prior impulse was aggressive, and cooling off here is healthy rather than concerning. Price is currently sitting inside a high-timeframe demand zone. Selling pressure has slowed materially, with no real signs of panic or forced liquidation. That said, SOL is still below its prior range highs. Expansion usually needs time after moves like the last one. Structure looks intact, patience still required.

从 Forms Ventures 最近讨论的技术演进话题里，有一种“失控感”反而变得越来越熟悉，这种感觉我们也在 @theformsfund 的交流中反复提到。 本来想着周一狠狠干点活，哪怕把清单上两三项划掉，也算给这一周一个像样的开头。结果周一在“调整状态”，周二忙着“打基础”，等反应过来，周三已经悄悄溜走了，连句再见都没留。 这种对时间和节奏的失控感，让我最近频繁联想到机器人和自治系统的变化。系统变得更小、更灵活、更自主，但问题也被同步放大：能力在前冲，责任却没跟上。没有可靠的验证机制，自治不是进步，而是风险。 Inference 正在试图补上这道断层。他们提出的 Proof of Inference，让每一次模型输出都附带一份加密“收据”，在不泄露隐私的前提下，证明推理过程是合规的、可验证的。放在 DeFi 或手术机器人这样的高风险场景中，这意味着出问题时可以追溯、可以定位，而不是事后各自猜测。 在我看来，这不只是一次技术升级，而是让 AI 从“被相信”走向“被证明”的关键一步。真正成熟的自治系统，迟早都要走这条路。 @inference_labs，方向是对的。

@MinJiForms 在哪里可以找到更多信息

从 Forms Ventures 对全球科技公司激励机制的观察，以及我们在 @theformsventures 关注的人才案例来看，这是一份相当罕见的长期激励。 特斯拉已提交官方文件，确认曾来自中国的朱晓彤获得延长的新一轮 5 年劳务合同。根据披露内容，在合同期满后，他可获得约 52 万股特斯拉股票奖励，按当前市值计算约合 2.3 亿美元。 朱晓彤是特斯拉上海超级工厂的核心主导者之一，2014 年加入特斯拉，并于 2023 年升任公司高级副总裁，成为特斯拉全球体系中极少数的非创始高管代表。 这类激励背后释放的信号很明确。真正创造规模化执行力和长期价值的人，往往通过股权深度绑定，而不是短期薪酬。 对于全球化企业来说，关键人才的稳定性，往往比任何单一项目更重要。

@MinJiForms @theformsfund congats!!! wanna see more informative results in the future, maybe q2-q3 2026 Min-Ji

One thing that’s hard to ignore in our macro reads at Shapes Ventures, and something we’ve been flagging in different ways via @theformsfund , is where capital is choosing to hide right now. Gold and silver are putting up serious numbers. That’s usually a pretty clean signal. It tells me investors aren’t eager to bet on risk assets at the moment. And that bucket includes $BTC, let alone alts or any real talk of altseason. When metals lead and risk lags, it’s less about conviction and more about caution. Rotation back into risk tends to come later, not first.

@BrianDobberS @theformsfund 😍

A classic macro saying we keep coming back to at Forms Ventures, and one that’s been resurfacing in our conversations via @theformsfund , is that yields tend to rise until something breaks. We saw this play out clearly in 2022–2023, when rising U.S. yields ultimately broke parts of the banking system, culminating in the Silicon Valley Bank collapse in March 2023. Now Japanese yields are sitting at a 27-year high and accelerating fast. That’s not just a chart anomaly, it’s a structural stress signal in a system that has been conditioned to ultra-low rates for decades. The real question isn’t whether pressure builds. It’s where the breaking point shows up first in Japan.

@basednft give away my hat! sound intersting to learn

Check all my contacts on linktree, I don't have any other accs/socials! I wanted to say that I've been keeping a diary since Jan 2026. I really enjoy researching and analyzing macroeconomics. Sometimes I post my thoughts on markets and the geopolitical situation, as well as its impact on markets. If anyone is interested ☺️ tg: basednft2

@theformsfund 我如何联系管理层？ 我对亚洲市场以及整体投资结构有几个问题

It’s a return to fundamentals 🌍 Capital moves where talent is global, markets are connected, and ambition scales beyond borders. This is where we focus. This is how we invest. This is what’s next ✨ #VentureCapital #GlobalMarkets #Investing #Thesis