Jeffrey Lee

@DeFiTracer he used his clients money without consent to gamble. How many of his bets went down the drain? he is not a good investor.

🚨 BREAKING: FORMER FTX CEO SAM BANKMAN-FRIED IS ONE OF THE BEST INVESTORS IN HISTORY HE INVESTED IN: CURSOR: $200K → $3B ANTHROPIC: $500M → $75B ROBINHOOD: $648M → $5B GENESIS DIGITAL: ~$1.15B → $3B SPACEX: ~$100M → $10B IF FTX HADN'T GONE BANKRUPT, HE WOULD BE WORTH OVER $114 BILLION NOW HE COULD HAVE BECOME A TOP-20 RICHEST PERSON...

Everyone knows NVIDIA. But the AI landscape is bigger: ASML for EUV, Micron/SK Hynix for HBM, Constellation for power, Broadcom for custom ASICs, Microsoft/AWS/CoreWeave for cloud, Palantir/ServiceNow for apps. If you could own only one AI ecosystem stock, which one?

Taiwan's strategic importance in AI surges! 🇹🇼 Nvidia investing one hundred fifty billion dollars per year & AMD ten billion dollars plus into its AI infrastructure. This massive tech commitment lands amidst a recent US pause in arms sales to Taiwan (reportedly due to Iran supply redirection). This dual dynamic underscores Taiwan's pivotal economic role. With a current P/E of 39.87, TSMC () looks relatively undervalued compared to Nvidia (43.12 P/E), Micron (43.26 P/E), and AMD (185.60 P/E). Strong tailwinds as global chip demand skyrockets. #AI #Taiwan #Semiconductors #TSMC No financial advise, DYOR.

The median P/E gap is the key difference: AI leaders look less uniformly expensive than dot-com, but the Buffett Indicator says the whole market is stretched.

Dot-com 2000 vs AI 2026 is closer than many think. Dot-com tech top 10: Avg P/E ~86.9x | Median ~70x AI/AI-infra top 10: Avg P/E ~86.4x | Median ~34.8x Buffett Indicator: ~219% = Strongly Overvalued. Table attached. Is the AI bubble going to burst within 2026?

@TeemiAi Yes, this is a pain point

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Vitalik spoke in Chinese in Hong Kong web3 conference - again Privacy is his top priority.

GM Reading @VitalikButerin’s vital push for privacy: Are we really self-sovereign if every payment is tracked and analyzed? 🤨 The foundational promise of crypto demands anonymity. Teemi delivers on this by prioritizing enhanced privacy payments (via stealth addresses) that are fully EVM compatible. Privacy isn’t an add-on; it’s the infrastructure requirement for Web3. Let’s reclaim our core values. 💪 #Crypto #Private #TeemiAI

Teemi.Ai uses ERC5564 privacy standard to protects users' privacy, no one can see the value of crypto in your main wallet. #Teemi.ai

DeFi on Ethereum meeting in AAVE’s cool London office - private mempool to prevent front running and sandwich attack, while allowing back-running to restore pricing- amongst topics being discussed.

The takeaways from yesterday’s stable coin meeting in google’s London office: 1) Genius Act and Mica killed Algorithmic stable coins, pushed out small issuers. 2) small player need to find use cases for niche markets or geographic areas to survive. 3) stable coin in other currencies has room to grow, given USD has 87% of FX market, but USD stable coin currently has 98% market share. 4) redemption is a big issue, less than a few thousand entities can redeem from Tether of Circle directly, while having millions of users. 5) yield bearing stable coin facing oppositions from banking sectors as it competes with bank deposit and reduce credit creation in banking system, such as mortgages.

Most governments in the world are controlled by bad guys- privacy is our tool to protect individual from abuse.

Just grabbed a drink thanks to @zetachain at #ETHCC 🍻 🍀 Come meet the team at Ma Nolan's in Cannes! #Zetapub

deFai -ETHCC summary: vast majority of the defi volume are conducted by AI in two years.

@ellevidovich Fake news

Take away from Avalanche Summit London: Energy- Compute - Crypto. The energy requirement for computing power is colossal, investor should go for these three sectors:

@nicrypto They also nicked Pavel Durov

This is wild. - 2 months ago: Ledger co-founder kidnapped in France. They chop off his finger in an attempt to extort his co-founder. - 1 week ago: Father of a crypto influencer is abducted in France. They chop of his finger in an attempt to extort his son. - Today: People attempt to kidnap the daughter of an unnamed crypto exchange CEO. This happened in broad daylight in Paris. Luckily they get away. Crypto holders need to seriously take IRL security seriously these days. Oh, and they may want to be extra cautious in France.

Chatoshi - AI is a chat bot which analysis and recommend crypto trading strategy through simple prompt by user. 　Try it, pretty good!

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