Jacob Zhao

🧠 AI × Crypto Research & Investment | Emerging Tech | INTJ
💼 EIR @IOSGVC @IOSFVC
↳ ex-@ArweaveSCP @Mirana @OKX_Ventures @Indodax
📬

[Jacob Zhao @0xjacobzhao]

The personal portal "daoai" is officially live today:

1️⃣ [ Origin // Genesis ] DaoAI // The Way and Wisdom. Decoding the underlying order of machine intelligence. 🔗 Portal Entrance: https://t.co/CPo1ZeVVss

2️⃣ [ Insight // BroadNotes ] Dedicated to long-form deep research reports. Grounded in first principles, we deconstruct technical logic to predict and map out the future of industry evolution:
🔗 Research Matrix: https://t.co/0xXeWJNqtl

3️⃣ [ Praxis // Pantheon Research ] A cross-market quantitative execution hub. Distilling the intricate noise from global macro, equities, digital asset and FICC markets into cold, actionable Alpha:
🔗Strategy Console: https://t.co/xcxJ4mxbkQ

[Jacob Zhao @0xjacobzhao]

📖 Full Research
This is the opening article in my Physical AI 2026 research series: eight deep dives into robotics, deployment economics, core components, dexterous hands, data infrastructure, world models, and geopolitics.

📘 Substack:
https://t.co/X27KDtre3v
📝 Medium:
https://t.co/N7od3iTej6
📖 Paragraph:
https://t.co/MRdYsQclqy

[Jacob Zhao @0xjacobzhao]

Embodied AI is still in the Capitalization Phase (Phase 3), but investors are already pricing in Deployment Economics (Phase 6). This gap fuels inflated valuations and overheated robot OEMs despite weak downstream demand. https://t.co/VNWtnEkyDx

[Jacob Zhao @0xjacobzhao]

@IOSFVC @IOSFVC https://t.co/TBU8o4dzHZ

[IOSF @IOSFVC]

China's humanoid boom: the industry will win. Most companies won't.

150+ companies. ~50 mass-production models. Sub-5% margins on entry units.

Don't bet on who wins — back the layers that win either way. 🧵

[Jacob Zhao @0xjacobzhao]

@IOSFVC @PANewsCN @ABMedia_Crypto 欢迎阅读全文，Follow & 交流探讨！
📩 Substack｜https://t.co/Uwa0I5SoGX
🌐 Paragraph｜https://t.co/jLSmFALW4K

[Jacob Zhao @0xjacobzhao]

当前具身智能产业正处于“资本化”阶段（Phase 3），资本却提前按“部署经济学”（Phase 6）超前定价，导致融资热潮与估值见顶、整机过热与下游冷清等三重剧烈错位。赛道正从“稀缺性溢价”加速转向“收入质量重估”，需穿透泡沫重塑具身智能投资罗盘。 https://t.co/8TsSN3HUgs

[Jacob Zhao @0xjacobzhao]

@IOSFVC @PANewsCN @ABMedia_Crypto 具身智能上半年融資 935 億元、約為去年 5 倍，估值週期卻已見頂 https://t.co/x6dwpNvXVq

[Robert Koschig @KoschigRobert]

Our industry has come a long way - from ICOs and DeFi Summer Mania, the surge in applications to tokenized funds and RWA perps.

What does it all mean for blockchain revenue? We break it down in our annual report 👇

Built with data and research from @AlliumLabs, @DefiLlama, @tokenterminal, @Dune, @viewblock, @valueverse_ai, @arkham, @artemis, @Blockworks, @Paymentscan, @BCG , @WeAreSubConnect, @TaoPortal, @coingecko, @CoinMarketCap

[Jacob Zhao @0xjacobzhao]

过去一周对我最大的肯定与激励就是Pantheon Research(https://t.co/xcxJ4mxbkQ)入围了11月新加坡金管局@MAS_sg 组织的Singapore FinTech Festival @sgfintechfest GFH黑客松的18家决赛名单（唯一中国面孔），被全球头部Fintech峰会小小的认可无疑是令人鼓舞的。过去一年靠OPC+AI模式完成了产品、工程、策略的打磨，经历无数起伏或挫败却好像没有真正为为GTM努力过。@gftn_official以极强了推背感帮我对接了之前接触不到的家办和VC资源，未来一个月是按下加速键的人生，期待11月18日的Demo Day。🫶

[Jacob Zhao @0xjacobzhao]

🚀 A milestone for Pantheon Research!
🌐 https://t.co/xcxJ4mxbkQ

After almost one year of building, I'm pleased to share that Pantheon Research has been selected as one of 18 finalists in the Global FinTech Hackcelerator 2026!

Organised by @gftn_official in partnership with @MAS_sg, the programme brings together FinTech startups, financial institutions, and investors at the @sgfintechfest.

🏦 Our Challenge | @juliusbaer
"Reimagining Private Banking for Digitally Native HNW Clients"

Pantheon combines systematic investment frameworks and evidence-grounded AI across Equities, Macro, Crypto, and FICC — making professional investment research more systematic, explainable, and accessible.

Rules decide. AI explains. Humans make investment decisions.

Looking forward to exploring how our technology can serve professional investors and the next generation of wealth management.

📍 See you at @sgfintechfest!

📅 November 18, 2026 | 2–5 PM SGT
🎤 Catalyst Stage, Singapore
#GFH2026 #SFF2026 #WealthTech #AI

[Jacob Zhao @0xjacobzhao]

Official announcement by the Monetary Authority of Singapore (MAS) @MAS_sg :
https://t.co/cySHqB2PnJ

[Jacob Zhao @0xjacobzhao]

🚀 A milestone for Pantheon Research!
🌐 https://t.co/xcxJ4mxbkQ

After almost one year of building, I'm pleased to share that Pantheon Research has been selected as one of 18 finalists in the Global FinTech Hackcelerator 2026!

Organised by @gftn_official in partnership with @MAS_sg, the programme brings together FinTech startups, financial institutions, and investors at the @sgfintechfest.

🏦 Our Challenge | @juliusbaer
"Reimagining Private Banking for Digitally Native HNW Clients"

Pantheon combines systematic investment frameworks and evidence-grounded AI across Equities, Macro, Crypto, and FICC — making professional investment research more systematic, explainable, and accessible.

Rules decide. AI explains. Humans make investment decisions.

Looking forward to exploring how our technology can serve professional investors and the next generation of wealth management.

📍 See you at @sgfintechfest!

📅 November 18, 2026 | 2–5 PM SGT
🎤 Catalyst Stage, Singapore
#GFH2026 #SFF2026 #WealthTech #AI

[Jacob Zhao @0xjacobzhao]

@0xTodd 我把授权都给dot了，muse和instinct都没给那么多授权，grok bot懒的花钱了，除了X数据有啥grok bot能做其他家做不了的嘛

[Jacob Zhao @0xjacobzhao]

@vercel @Cloudflare @awscloud @supabase @IOSFVC https://t.co/ImkfGpnpIc

[IOSF @IOSFVC]

https://t.co/chy2SbYSKZ

[Jacob Zhao @0xjacobzhao]

AI makes writing code cheap, but shipping it stays costly. Driven by agentic deployments, Vercel captured AI momentum—yet faces Cloudflare/AWS pricing squeezes and unproven long-term moat conversion. https://t.co/MTwjqWVqvv

[Jacob Zhao @0xjacobzhao]

Above is the core logical summary of the research report. For the full deduction on Vercel's business model, competitive ecosystem, and financial economics, read the full version here:

📩 Substack｜https://t.co/9Y6nkNXLQ1

✍️ Medium｜https://t.co/rDARsLyg6x

🌐 Paragraph｜https://t.co/5ZfzJmkmAk

🤝 Follow & let's discuss!