Nguyen Bui

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

Surprised at the offense capabilities of Iran after getting hammered and airstrike non-stop for 18 days. It seem like they are able to fight on longer than expected.

Asia’s oil reserve buffers: 🇯🇵 Japan: 254 days 🇰🇷 South Korea: 208 days 🇨🇳 China: 200 days 🇮🇳 India: 74 days 🇹🇭 Thailand: 61 days 🇵🇭 Philippines: 60 days 🇮🇩 Indonesia: 20 days 🇻🇳 Vietnam: 15 days

If Iran wins, it's the end of five eras. 1991-2026: the unipolar era 1974-2026: the petrodollar era 1945-2026: the postwar era 1776-2026: the union era 1492-2026: the Western era Specifically, the end of the petrodollar (1974) would also be the end of the unipolar moment (1991) and the postwar order (1945). It would mark the moment when Eurasian powers were once again dominant over Western powers (1492). Finally, a rapid crash in the dollar's purchasing power coupled with military defeat could well break apart the American union (1776). Few seem to viscerally understand just how dependent America is on money printing. But the end of the petrodollar is the end of Keynesianism as we know it. And if there's a sudden cost-of-living spike on top of pre-existing levels of political polarization, which are already near Civil War levels...we could see the scenarios that Dalio, the Fourth Turning, and Turchin have described.

Gaian Network is excited to share that we have joined the @circle Alliance Program🤝, a global network of like-minded companies and teams focused on the future of finance. @GaianNetwork bridges global @USDC liquidity - starting on @Solana - with local banking infrastructure across APAC, enabling instant, low-cost on/off-ramp and payout solutions across emerging markets in one seamless layer✨

Oil (white) and the 10yr treasury yield (green) are going in the wrong direction ... up! Wen bailout?

Age of countries by ancient origins: 🇮🇷 Iran: 5,226 years 🇪🇬 Egypt: 5,126 years 🇻🇳 Vietnam: 4,905 years 🇦🇲 Armenia: 4,518 years 🇰🇵 North Korea: 4,359 years 🇨🇳 China: 4,096 years 🇮🇳 India: 4,026 years 🇬🇪 Georgia: 3,326 years 🇪🇹 Ethiopia: 3,006 years 🇬🇷 Greece: 2,826 years 🇷🇺 Russia: 2,726 years 🇦🇫 Afghanistan: 2,704 years 🇯🇵 Japan: 2,686 years 🇲🇳 Mongolia: 2,235 years 🇹🇭 Thailand: 1,426 years

@theRealKiyosaki Welcome Robert, Enjoy your trip and Hanoi.

TRAGICALLY: War is profitable. Still in Vietnam seeking personal answers to a war we should never have entered. FYI: I served in Vietnam twice, once in 1966-67 as a student and 71-72 as a US Marine Corps pilot. In 2026 I still do not know why we fought in Vietnam. I know the lies we were told (we were sopping the spread of Comnunism)… but have not yet heard the truth. The truth is war is profitable. General and President Eisenhower warned us when he said: “Beware of the military industrial complex.” Today every rocket fired at Iran or Israel is carrying a half pound to four pounds of silver….that disappears when the rocket goes boom. Silver stackers get richer as people on both sides pay the price in blood, sweat, tears, and money. As I sit here in Vietnam I think of my friends, classmates, and fellow pilots whose names are on the Vietnam Memorial in Washington DC. I wonder if in every rocket and all weapons that kill…. If the military industrial complex had to use gold, not silver to build weapons…. would gold bring peace because weapons of war would be too expensive? Today I fight for peace and freedom, and real financial education…not war. Take care.

Vietnam Just Took a Big Step Toward Regulated Crypto Infrastructure. Details below👇👇👇

@AtlasDraggon Man, Enjoy!

Vietnam is so pretty

Financial markets are moving onchain. Some receipts: - SEC launches “Project Crypto” in 2025 - BlackRock says “every stock, every bond” can be tokenized - Apollo tokenizes credit fund with Securitize, attracts $100M - BlackRock’s tokenized Treasury fund scales $2B - BlackRock puts BUIDL on Uniswap, buys UNI - Apollo buys 9% of Morpho - JPMorgan launches deposit token on Base - JPMorgan, BofA, Citigroup, and Wells Fargo in discussions to launch joint stablecoin - Fidelity is hiring a DeFi vaults manager - This:

@joannatran_ @arc The timing this year is on CNY & Tet Holiday, which is family time. Many from China, Vietnam just want to stay home.

takeaways from 36 hours at ethdenver: - the event was quieter, but serious builders were present meeting teams to align their roadmaps with the right tools and advice to ship - it's easier to build crypto apps with tools like AI, wallets, on/offramps, new chains like @Arc etc. - so earlier stage teams are now thinking about regulatory considerations from the start - the conference itself lacked the flashy, custom booths and merch from prior years. imo, we don't really need more stuff. some large chain teams opted out due to cost (some opting out of booths entirely for 2026). - evening events were busy, but not overpacked that you can connect and catch up with global crypto friends without feeling tired from noise/crowds :) - as with any event, you get what you put in. even if you lined up 3 high ROI meetings, your time in denver was worth it to have the in-person connections for the builders who couldn't make it, keep building. post about what you're building online. that's the highest ROI thing you can do as there will be many more opportunities to meet IRL. and with a history of your story on your timeline, it makes it easier to connect with others when the time comes.

@hosseeb Congrats Haseeb. Met you in Denver 2024 and your talk was exciting

We just closed Dragonfly Fund IV at $650M. It's a big milestone, and yet, it’s a weird time to celebrate. Spirits are low, fear is extreme, and the gloom of a bear market has set in. But here's the thing: we raised almost every single Dragonfly fund into bear markets. Fund I we raised through the 2018 ICO winter, when almost nobody believed in this space anymore. Fund III we raised right before Luna collapsed. Those were brutal times to deploy capital. But they turned out to be our best vintages. Last week I caught a lot of heat for arguing that non-financial crypto has failed. I meant that. But the flip side of that argument is: financial crypto is exploding. Stablecoins are eating the world. DeFi has grown so big it's rivaling CeFi. Financial institutions around the world are racing to build out their crypto strategies. And prediction markets are becoming the most trusted source of truth on the internet. Fund IV is our biggest bet yet that the crypto revolution is still early in its exponential. If you look at our recent bets—Polymarket, Ethena, Rain, Mesh—the growth speaks for itself. Agentic payments, on-chain privacy, the tokenization of everything—crypto's surface area is about to explode, and we want to be backing the founders at the center of it. We've always believed that the most important work gets done when the noise dies down. We believe moment is now. In fact, we’re putting money on it. If you're building what comes next, @ us.

@AtlasDraggon Yeah I do, in Hanoi

@vnbui Thank you my man ! You here right now in Vietnam ?

Just arrived in Vietnam 🇻🇳. Time For adventure in country number 21 Work remote and travel while you can

Things are moving fast in Asia economist.com/asia/2026/02/1…. #stablecoin #rwa #neobank

🚨NEW: Economic Complexity Rankings find Vietnam 🇻🇳 will lead the WORLD in per capita growth over the next decade. China 🇨🇳—despite being the 2nd-largest economy—follows closely behind.  What's driving this? Productive capabilities. Our new growth projections reveal which countries are poised to lead global growth. And the results will surprise you - @ricardo_hausman. (1/7)

1/ We’re thrilled to announce EV3 Venture Fund II, an oversubscribed $61.74M early-stage venture fund dedicated to backing entrepreneurs with generational drive and ambition. We’re tripling down on crypto with bigger checks and deeper involvement. Watch the EV3 Vision Below: