SerWallich

@punchcardinvest Though Chris Feng is a real SG guy

@punchcardinvest No precedent for Chinternet co’s to have breakout success in the west (let’s be real, SEA is just a bunch of china guys repping themselves as Singaporean). Their culture just doesn’t work when operating in a France or in the US. Won’t be able to attract / retain talent

$SE. Revenue of $2.7bn (vs. consensus of $2.5bn), strong 122% growth on what was already a huge quarter last year. Chris Feng promoted to Group President (effectively 2IC to Forrest). A great move given how critical he is to the business

@punchcardinvest Banking has never been winner take all

However there is no shortage of players entering digital banking and SeaMoney's share is still quite low, particularly compared to the GoJek-aligned Bank Jago in Indonesia. The market is growing rapidly and there will likely be some consolidation and room for multiple winners

Part 3 of my $SE deep dive, focusing on SeaMoney. I think this has become the most interesting part of SE for me. It not only creates significant value for the core biz but has the potential to become a v valuable franchise in its own right punchcardinvestor.substack.com/p/sea-ltd-part… Summary thread:

Must be nothing

@Bardstocks Yo take this down or ill kiss you

@sainteclectic @xgdmedia @DAA_HK @DegenApeAcademy @DegenDAOO @HengHongLee get your apes involved!

@sainteclectic @xgdmedia @DAA_HK @DegenApeAcademy @DegenDAOO Me too please - viper gang

🚨DEGENERATE APES:🚨 Want to see your ape featured on a digital billboard at one of the busiest locations in Hong Kong? Here’s what to do! 1. Follow @xgdmedia 2. Retweet this tweet 3. Make some noise! @DAA_HK @DegenApeAcademy @DegenDAOO #SolanaNFTs #Solana #NFT

@jamesruddiman1 Gm 🌞

How did I do? #NewProfilePic

Nicely put, my thoughts exactly

@sainteclectic @DegenApeAcademy You started a trend ser

Ape Follow Ape, Ape FOMO Ape, It's a thing now. @DegenApeAcademy #ViperGang #NFT #Solana twitter.com/ApeddaddyRick/…

@sainteclectic @ApeddaddyRick @DegenApeAcademy 👋

@ApeddaddyRick @DegenApeAcademy My god. What a beauty. Spotted this one as one the clean ones available. Love that it’s found a home with your LFG we’re going to make viper gang a thing now @serwallich

I just couldn't help myself... I had my eyes on this ape for a while, was fortunate to connect with the owner, used the market to facilitate, OTC is not the way... NEW FUCKING APE @DegenApeAcademy , this buddy won't see the market again. Welcome home!

@CamillusMF @DegenApeAcademy @sainteclectic Is that ape related to Caesar?

@SerWallich @DegenApeAcademy @sainteclectic Congratulations ser. Welcome and glad to have you in the 10k.

After watching timidly from the sidelines for months, I've officially enrolled @DegenApeAcademy ❗️ Couldn't have mustered the cajones to do it without your mentorship, @sainteclectic. We're just getting started. @degenapeacademy #apefollowape #apetogetherstrong

@Davidrsdsol @DegenApeAcademy @sainteclectic Thanks fren!

@SerWallich @DegenApeAcademy @sainteclectic yooooo this one is soooo clean. sheesh.

@skipperspk @DegenApeAcademy @sainteclectic 💦💦💦

@blackjvck_ @DegenApeAcademy @sainteclectic LFG 🚀

@VuTek2 @DegenApeAcademy @sainteclectic Thanks Fren! Your reputation precedes you. Look forward to getting to know everyone.

@SerWallich @DegenApeAcademy @sainteclectic Great pick up ser! Welcome!

@DegenApeAcademy @sainteclectic 😂

@SerWallich @sainteclectic Congrats on the mustard cajones