Nguyễn Mạnh
3.9K posts
Crypto has finally reached three things at once: regulatory clarity, enterprise adoption, and AI as a catalyst.
At The Convergence summit, @veradittakit sat down with YZi Labs’ @odagius to unpack the macro shift:
→ The Genius Act gave stablecoins clarity
→ The new administration gave crypto companies more freedom to operate
→ Institutions are experimenting with stablecoins at scale
"Now is the time for crypto's legitimacy to ride the wave of AI... and have both of them enhance each other."
YZi Labs@yzilabs
.@veradittakit (Managing Partner, @PanteraCapital) and @odagius (Partner, @yzilabs) at The Convergence Summit on where industries are intersecting: → TradFi × DeFi Tokenization: ~$30B+ in real-world assets (private credit, commodities, and more) are already on-chain, with trillions more to follow. → AI × Blockchain a) Trading: AI analyzing the trillions flowing on-chain to power smarter wealth management, with agents eventually trading on users' behalf. b) Identity: as generative AI makes fakes trivial, "proof of humanity" becomes the layer that lets agents securely act for real users. Two bold calls from the panel: → Paul: agent-driven trading will eclipse human trading. Agents themselves become a new digital asset class. → Alex: 1 billion agents on @BNBCHAIN within 3 years. The economy where humans set the intent, and agents execute the reality is officially coming.
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SAM BANKMAN FRIED PICKED EVERY WINNER OF THE 2020s AND HIS LAWYERS SOLD THEM ALL AT THE BOTTOM.
If the FTX estate hadn't panic-sold its assets during bankruptcy, SBF would be sitting on a $114 billion empire today. Instead, he is watching the greatest trades of the decade from a prison cell.
The data is almost impossible to believe:
- Anthropic: $82.3 billion (165x) SBF bought an 8% stake for $500M. The estate sold it for $1.3B in 2024. Today, that stake would be worth over $80B.
- SpaceX:$15 billion (75x) A massive stake liquidated early to pay creditors.
- Solana: $5.1 billion (27x) SBF was an early backer at $8. The estate offloaded a massive chunk at $64.
- Robinhood: $4.9 billion (8x)
- Genesis Digital: $3.5 billion (3x)
The Latest "Missed" Fortune: CURSOR
In 2022, Alameda Research wrote a tiny $200,000 check for a 5% stake in the AI startup Cursor. In April 2023, the bankruptcy estate sold that entire stake back for exactly what they paid: $200,000.
Yesterday, SpaceX announced a deal to buy Cursor for $60 billion.
That "worthless" 5% stake would be worth $3 billion today. That is a 15,000x return that vanished because the lawyers wanted a quick exit.
SBF was a genius at picking generational winners and a criminal at managing their money.
The lawyers recovered $18 billion for users. If they had just held, they would be sitting on $114 billion and the most valuable venture portfolio in history.
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@Kyroh @playAxieDOM @onchainheroes @AxieInfinity @MarkofTheZeal 0x0ee153F72E008D654b3a556e7F99F6eFfFE7cBeB
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Nguyễn Mạnh retweetledi
I'm giving away 10 keys for Axie: Den of Mysteries 👀
To enter:
1. Follow:
-@playAxieDOM
-@onchainheroes
-@AxieInfinity
-@MarkofTheZeal
2. Drop your Ronin wallet in the replies
Winners announced in 48 hours. 👇
Axie Infinity@AxieInfinity
Axie: Den of Mysteries is LIVE! To build this, we partnered with @onchainheroes, a team that earned our respect with great game design and relentless shipping. Welcome to Ronin and the Axie universe 🤝 Here's everything you need to know to start playing 🗝️👇
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🏆 $1,000+ PRIZE POOL ALERT 🏆
We’re teaming up with @arbitrum for the ultimate MoTZ x @AmikoLegends tournament!
🗓 April 30th
🕙10AM EST
💰 FREE ENTRY
Think you have what it takes to be a Legend? Sign up now and secure your spot! 👇
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🚨NEW UPDATE COMING SOON🚨
- Pack prices: Will go back to previous prices, you'll have at least 24 hours before this happens (lucky pack back to 30k gems)
- Club boosts: Owners will be able to buy boosts for members.
- Pack battles: Winner gets everything, loser gets nothing.
- Leaf machine: Burn cards for Luck, use Luck roll new ones!
- Draft mode: Enter into a lobby and draft cards to build lineups against other players.
Let’s break them down 👇
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Pump and dump activity for $RAVE originated on @bitget @binance @Gate
Call to action for both @heyibinance @GracyBitget to do better and launch internal investigation offboarding the responsible actors.
Offering up to $10K bounty of my personal funds for whistleblowers to come forward privately to share evidence about parties involved
We cannot allow this blatant market manipulation by insiders controlling >90% RAVE support to further extract from retail investors.
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Nguyễn Mạnh retweetledi
Nguyễn Mạnh retweetledi
Poker game night with @MarkofTheZeal x @HeroesofHoldem_ ♠️
two $250 free entry tournaments back to back and you get to play against the best poker player in web3 👀
sign up 👇
MoTZ@MarkofTheZeal
Come and join us for our first @HeroesofHoldem_ community game night! ♠️ April 10th - 10AM EST. ✅ Free entry 💰 Prize pool up to $500 Be on the lookout for more info about registration soon!
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Next gem: sidekick $K
Ct: 0x0A73d885CdD66adF69c6D64c0609e55C527dB2BE
#bnb #BNBChainMeme #bitcoin #sidekick #altcoin
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Buy $K on binance alpha
0x0A73d885CdD66adF69c6D64c0609e55C527dB2BE
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I had a conversation with @cyberpunk about the future of crypto gaming and why @playcambria stands out 👇
00:00 Solo-first progression vs guild systems
00:27 Seasons vs Genesis (where guilds fit)
00:44 Guild balancing challenges (coordination edge)
01:23 Sustainable guild loop ideas (resource/boss control)
02:17 Risk-to-earn + copycat attempts
02:36 Risk-to-earn vs play-to-earn perspective
03:23 Why more games adopting this helps web3 gaming overall
04:03 Will there be more land?
04:11 Why island supply stays limited
04:50 Why cores are underrated
05:19 Early alpha islands + Genesis economy tie-in
05:55 Governance in Cambria (what it should control)
06:08 Fee/settings governance levers
06:38 Governance pitfalls to avoid
If you haven't hopped into Cambria yet, this summer sounds like the perfect opportunity with the release of Genesis!
Kyroh@Kyroh
Sat down with @cyberpunk from @PlayCambria on the long game in web3: from hackathon roots to building a real competitive game, why they chose hardcore over casual-first, and how they’re balancing both without losing the core. Worth the watch 👇 Timestamps: 00:03 — From “small project” to one of crypto gaming’s most resilient teams 00:43 — Core design question: what can crypto do that traditional MMOs can’t? 01:16 — “We’re actually building a real game” 01:36 — Your big question: in a casual-first world, why go hardcore? 02:11 — Ben’s “find the 1,000 people who truly care” thesis 02:50 — Hardcore risk: PvP cannibalization / self-destructive loops 03:03 — Casual risk: low-intent audience drift 03:13 — Closing principle: you need both hardcore + casual in balance
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