Guyan Liu | Paimon Finance

@xunmi071212 @BroLeon @Paimon_Finance 可以的。这周launchpad，下周一上币对

@BroLeon @Paimon_Finance 大师兄，那他这个没法盘前交易了。

这个 Paimon 去年底我记得提过，当时除了被币安 Labs 投了以外很多人觉得没啥亮点，主要也是因为当时RWA 没什么散户可以参与的机会，觉得离太远。 这次 SpaceX 的 Pre IPO 真是养活了好多人，除了 CEX 纷纷下场搞靠谱的不靠谱的预售， @Paimon_Finance 在链上搞的也火了，昨天上线$xSPCX，折扣最高的两档不到24小时已经售罄。 其实他们去年七月就跟 Hashkey 共同整了 SpaceX token，算是pre-IPO tokenizaiton的先行者了。他们底层用的是BVI SPV 架构的真实股权，引用的这条推就是他们与 DigiFT 的官宣合作，合规性有背书。 后面Anthropic以及OpenAI等一大堆牛逼项目的 Pre-IPO 也是市场热点，这个赛道玩好了还是空间不小的。 Paimon团队来自 UBS 和高盛等名企，有币安背书，更重要的是 -- 他们是有币的，而且还没发，现在已经有积分系统了。 打 Pre-IPO 顺便撸分等空投，也算是额外收益了😂😂

@yangjiang990431 @yueya_eth @Paimon_Finance 积累paimon point可以折扣买spacex。金票每次活动都会送你paimon point。金票在我们tge的时候也能折扣买我们的paimon token

@gl2361 @yueya_eth @Paimon_Finance 谢谢，刚去看了，兑换完pp以后是可以用折扣价购买 spacex 吗？

最近市场不太好做，可以静心去看看这两个方向的产品：一类是有真实现金流支撑的，一类是有稀缺资产进入权的。 留意到了 @Paimon_Finance 。 一方面，它做的不是空讲 RWA 叙事，而是把华尔街那套配置逻辑往链上搬：Prime 这边是偏稳的 private credit 收益，Pre-IPO 这边给的是 SpaceX 这类高门槛资产的参与入口。 另一方面，项目本身也不是那种典型草台班子。YziLabs 背书，团队出身 UBS、Goldman、AQR 这些体系，这至少说明它想做的是一套更接近传统金融标准的东西，不只是蹭概念。 现在还在早期，后面还是要继续看透明度、流动性和真实资产规模。 但在当下这个市场里，这种“稳定端 + 稀缺端”的组合，确实比单纯赌情绪更值得研究。

@decision_BTC @yueya_eth @Paimon_Finance 吃收益看Paimon Prime。抱 @elonmusk 大腿看$xSPCX

@yueya_eth @Paimon_Finance 是不是现在更适合先看Prime这呀 yueya

@yangjiang990431 @yueya_eth @Paimon_Finance 别忘了兑换。可以拿usdt，也可以换成我们收益类产品Paimon Prime。然后拿一张golden ticket。详情看这里：x.com/Paimon_Finance…

@yueya_eth @Paimon_Finance 之前这个还花了100u打了它的nft，都快忘了

The wait is over. We are bringing @elonmusk 's Space Dream on Chain Introducing $xSPCX by Paimon. 🧵👇🏻

@chriseyin Kevin hart for Dobby. Lmao

ngl black potter would be better across every dimension someone AI this list into a trailer for me

We’re excited to share that Paimon Prime will integrate @FTDA_US’s Benji as a core Layer 2 component. Benji will provide liquidity buffering and stable yield, strengthening Paimon Prime’s portfolio construction and redemption flexibility. “The integration of assets like ours into exciting new use cases is one of the reasons we have been deeply engaged in this space for many years” said Mike Reed,SVP/ Head, Digital Asset Partnership Development at Franklin Templeton. Guyan Liu, Founder of Paimon, added: “Benji is a critical building block for Paimon Prime. This partnership reinforces our commitment to disciplined portfolio construction and real-world yield.” About Paimon Prime: 🔹 Paimon Prime targets ~7% yield with daily liquidity, combining: 🔹 Institutional private credit exposure (e.g. Blackstone, Aksia) A robust liquidity buffer powered by tokenized money market funds like Franklin Templeton Benji More to share soon as we continue building the next generation of on-chain RWA infrastructure.

有的，pp本身有7%左右的apy，然后stake and lock可以赚点数

@caketothemoon @Paimon_Finance @BNBCHAIN @CertiKCommunity nft上个月就解锁了，具体看这里：x.com/Paimon_Finance…

@Paimon_Finance @BNBCHAIN @CertiKCommunity Nft质押时间到了可以解锁了吗，解锁完还计算空投吗

🚨 Paimon Finance has been selected as a Top 10 RWA Project on @BNBCHAIN by @CertiKCommunity. As real-world assets continue moving on-chain, we’re proud to be part of the builders pushing this sector forward. See the leaderboard: skynet.certik.com/top-boards/top…

@BNBCHAIN Bernie is my Don Quixote

Me, talking to my AI agent on BNB Chain...

听了小珺采访谢赛宁的采访播客后，后劲十足。后劲之一是：对 Bitter Lesson（苦涩的教训）有了很不一样的理解。 原来的理解是：用精巧的规则去聪明做事，往往不如用通用的算法结合暴力去解决。比如国际象棋败给了深蓝、围棋败给了 AlphaGo、翻译和图像识别等败给了 LLM。 我们往往高估了聪明，而低估了笨拙。这就是苦涩的教训。 赛宁在播客里表达了一个非常有意思的观点：LLM 也是一种聪明、一种取巧，用很短暂的互联网积累的并不客观的各种语言数据，去尝试达成 AGI，这和研究围棋里的某种流派去解题，或许是一样的。也是一种聪明，而不是笨拙。这样得来的智能，会只是一小部分，终将非遗。 想起《孙子兵法》里的大智若愚：如果要不败，那么最重要的是：要么不战，要么就带十倍兵力去打，以多胜少。期待以少胜多，就是迟早是一种苦涩的教训。 创业也如此。最容易获得苦涩教训的，就是聪明。比如假设大厂不会做，或假设其他公司看不到。这都会是骗自己。不聪明，找到笨拙的法子，才是创业有机会获得成功的关键。 Bitter Lesson 是好事。聪明或许能优秀，但经历苦涩并理解苦涩，更有机会通往卓越。

@sama Traitor

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

@0xRickyW Those who stand for nothing fall for anything - Hamilton

If you don’t share things you fundamentally believe in, you’ll have a hard time finding people who share the same beliefs.

@yourQuantGuy @0xSunNFT 关注paimon.finance 我们华尔街团队会帮忙尽调所有底层spv，价格不敢保证最好，但都是合作过很多次靠谱的合作伙伴。

孙哥，评论区部分评论是认真的，大多都是瞎建议的，我也买了小$1M的pre-ipo了，分享一下我的经验： 1. 链上的基金根本不用考虑，纯纯的宰区块链的散户的，本身估值高，手续费高，每年的管理费高，甚至还有carry（盈利退出后要给分成） 2. 链上 tokenized shares 也不用考虑，估值高，资金费高 3. 评论区里很多人说 spv，当然是要spv，99%的pre-ipo的股份都是通过spv持有，但spv只是持有的方式，和去哪里买是完全两回事。 另外，正经的pre-ipo的spv一般都只收一次性的手续费，如果碰到每年还需要收高额管理费和利润分成的，基本不用考虑。你想想，这个spv唯一的功能就是持有pre-ipo，其他啥都不用做，即使有股份的买卖，收一次性手续费就行了，收啥管理费和利润分成啊。 另外还分成single layer spv 和 double layer spv，本质上没啥区别，就是多了一层持有关系，也多了一层风险。最优的当然是single layer spv，但有些公司，比如spacex，小于$1m的基本没法进single layer spv，只能走double layer spv。 靠谱且长期有效的渠道只有两个： 1. Hiive、Forge global及其他web2平台：评论区有人说挂单深度差，其实根本不需要考虑网站上显示的挂单。注册后会有人直接来联系你，或者你主动联系客服，说明你的需求，比如关注的pre-ipo公司、行业。以后一旦有符合你要求的公司的股份，他们就会直接发你邮件联系你，或者他们也会直接去帮你找货源。我在hiive和forge global都买过，可能看起来觉得他们比较偏向散户，但其实size也不算小了，我最近在forge上成交的一笔最低要求也需要$25万了。我参与的所有的spv都是0管理费，0 carry，只有一笔一次性的费用(3%-6%)。 2. 找VC买：但是找VC买有两个问题 1. 靠谱的大vc要求的size太大（一单几个$m），2. 支持几十万u的小额的vc又担心他们的spv不靠谱。 pre-ipo的风险，除了你投的公司本身以外，最大的风险就是SPV了，因为SPV持有股份，你持有SPV的股份，要是SPV做恶，那就麻烦了。hiive和forge global的spv你基本不用担心，但是小VC的spv总还是是会让人不放心。 所以可以找行业内的人问问有没有认识的靠谱的vc在卖的，或者自己发邮件找vc问问。 找vc的好处是，他们货源多，联系了一次后，定期就会来找你兜售。（见附图，0/0 就是0管理费，0 carry）

请教大家，如果非美国公民想购买Pre-IPO的股权，例如Anthropic、OpenAI、Polymarket之类，$1-3M的Size，比较成熟的渠道有哪些？ 看了一些On-chain的方式，深度基本都一般，AI给出的答案包括Forge Global，Hiive，UpMarket等平台，有没有实操经验可以分享？

@yourQuantGuy @0xSunNFT 底层vc的spv就有2/20的管理费和carry，但是没有申购费。有时候二道贩子想让你体验好一点，收一个申购费来覆盖这两个费用，有的把这些费用打到价格里了。朝三暮四和朝四暮三的区别，一般来说二道贩子不会吃亏的，你一定要算一下。链上spv的好处在于可以交易，可以抵押

@ZeusRWA You cannot create one token for my apartment and one token for your house. There will be no liquidity. You can create a pool like REITs, but there is one more leap of faith- investors need to trust your portfolio management and valuation.

@gl2361 Expand on this

I think tokenized real estate could be massive. Like genuinely massive. Imagine being able to access property markets globally without wiring money across borders, waiting weeks for paperwork, or needing six figures just to get in the room. That part is awesome but… The thing that keeps bugging me is incentives. Because real estate already has its fair share of cowboys. Overpromised yields. “Projected” returns that somehow never quite come into play. Now give those same people a new buzzword. “Tokenized.” It suddenly sounds futuristic. However, If a deal is genuinely good and has a solid location, strong tenants, sensible leverage it usually doesn’t struggle to raise capital. Banks will look at it, funds will look at it, family offices will look at it. So when something gets pushed heavily to retail via tokenization, I can’t help but ask Is this expanding access to a great opportunity? Or is it a funding route because traditional capital passed? That’s not me being anti-tokenization. That’s just me understanding how capital markets work. I still believe the rail is revolutionary. I just think the early phase will attract people who see retail crypto investors as easier money than institutional LPs. Blockchain doesn’t magically make a mediocre building a good investment. It just puts the cap table onchain. So yeah I’m bullish on the direction, I’m cautious on the actors. Being honest about this is how we make the space stronger together.