nick tang

investing @finalitycap + writing @321converge

[nick tang @0xtangelo]

Be ready to see a cambrian explosion of verticalized apps on web3 rails 🏗️

Asia birthed giant super apps like WeChat and Grab, but the next wave of winners will initially wedge into niches 🎯 and scale vertically through DeFi 💰 + verifiable data 📊. Let me explain why 🧵

[Adam Winnick @adam_winnick]

@0xtangelo breaks down the takeaways on tokenized markets at @NetworkMedici - today: traditional financial institutions are trying to meet the needs of on-chain capital that has experienced tremendous growth. Soon we expect off-chain capital to migrate on-chain as the benefits of tokenization attract more unique investment strategies.

[nick tang @0xtangelo]

@kelxyz_ bullish on edge compute as a second order effect

Google’s AI edge gallery already proving out the early innings of this

[nick tang @0xtangelo]

https://t.co/IwuGFyAUS0

[nick tang @0xtangelo]

we were spot on last year when we talked about how critical AI context/memory would be for saving costs and improving efficiency

https://t.co/TwX7wgGFXz

[Finality @FinalityCap]

At @finalitycap, we think “Plaid for AI memory” is a massive opportunity. Imagine every app or AI model instantly knowing your context, preferences, interests, and history

This is huge for UX + costs 🧵👇

Props to @binji_x @nikunj @ashleymayer @levie for sparking great ideas:

https://t.co/Kp89Bvs5fR
https://t.co/6y6tmuF0gV
https://t.co/X20llY1PTe
https://t.co/BIciZRZDyo

[nick tang @0xtangelo]

this is cool stuff by @tensormesh

Right now every new AI question forces it to reread your whole conversation, all your docs, and every instruction from scratch

TensorMesh fixes that by saving everything once, then intelligently storing it in different spots inside the computer (e.g. ultra-fast memory on GPUs, intermediate memory on CPU DRAM/RAM, and long-term memory on regular SSD/hard drives)

Huge efficiency & cost savings

Everyone in the stack benefits:
- CPUs like $AMD and $ARM get more useful
- DRAM makers like $MU see bigger demand
- GPUs like $NVDA become way more efficient

[nick tang @0xtangelo]

Who wins the authorization layer?

[kris jenk @0xjinkys]

https://t.co/Qnn5BNxhDg

[Hester Peirce @HesterPeirce]

I appreciate the interest in--but not the hyperbole about--the contemplated innovation exemption for the onchain trading of tokenized NMS stock. Keep in mind: I've always expected that it'd be limited in scope & would facilitate trading only of digital representations of the same underlying equity security that an investor could purchase in the secondary market today, not synthetics.

[nick tang @0xtangelo]

@0xNairolf it’s being built already https://t.co/uIBUV7YtA3

[Finality @FinalityCap]

As the producers of Medici LA 26, we want to thank the incredible founders, operators, policymakers, and institutions that helped make our event a great success.

@Moelis @adam_winnick @KamalMokeddem @David_Grid @RepBryanSteil @EleanorTerrett @CryptoAmerica_ @bobbinth @0xMiden @Charlie_Pyle @hourglasshq @KYDLabs @keoneHD @monad @AndrewBenson @HillMarkets @kirillzzy @alienorg @EulerLagrange @OpacityLabs @sreeramkannan @eigencloud

[nick tang @0xtangelo]

this is @interaction meets @yutori_ai

[noscroll @noscroll]

X has the best information on the internet and the worst incentives & culture.

meet noscroll — the AI that doomscrolls it for you and texts you just the things that matter.

no feed. no brainrot. no ragebait. just signal.

try it for free → https://t.co/XqdExWR13j 🙅🏼‍♂️

[nick tang @0xtangelo]

@negligible_cap 🫡 $SKM

[nick tang @0xtangelo]

The best pure play exposure to Anthropic in the public markets is SK Telecom $SKM

They invested $100M at around $5B valuation. While they may have paid a small premium on valuation vs Zoom, SK Telecom invested ~2x the size

$SKM's 0.58% stake is likely greater than $ZM's and is a much larger percentage of their market cap

SKM = ~23% (based on $9B market cap)
ZM = ~4% (based on $28B market cap and same dilution as SKM's stake)

[nick tang @0xtangelo]

@coatuemgmt fat app thesis

[Finality @FinalityCap]

American dynamism is back 🦅 and blockchain has an answer 📡

@HYFIXAI is building the first US semiconductor chips that are purpose-built for drones. The chips offer more precise positioning than standalone GNSS/GPS and circumvents jamming or spoofing, thanks to @GEODNET

We’re proud to back founder @mikeahorton alongside our friend @jefffluhr at @craft_ventures who led the round and met HYFIX at our conference @NetworkMedici

As leaders in bridging blockchain to web2, we see this as a great case study on how blockchain can empower critical industries beyond just finance 🧭

[nick tang @0xtangelo]

everyone in AI is investing in LLM wrappers
everyone in crypto is investing in bank wrappers

[nick tang @0xtangelo]

@signulll I believe it based on how many girlies use bumble bff

[Finality @FinalityCap]

AI can now replicate humans online with perfect fidelity. Agents are transacting, speaking, and acting autonomously. Without proof-of-humanity, we no longer know who or what to trust.

We co-led @alienorg's seed with @Initialized to fix this. 🧵

[nick tang @0xtangelo]

rise has risen

[sam.rise @sam_battenally]

We did it fellas!!!

RISE is now using more gas than Ethereum and all L2s combined

All from one app, @risextrade.

Yes, on mainnet. And no, we’re not spamming transactions for engagement. This is what fully onchain orderbooks demand

[nick tang @0xtangelo]

@ContrarianCurse look at $SKM

[nick tang @0xtangelo]

The best pure play exposure to Anthropic in the public markets is SK Telecom $SKM

They invested $100M at around $5B valuation. While they may have paid a small premium on valuation vs Zoom, SK Telecom invested ~2x the size

$SKM's 0.58% stake is likely greater than $ZM's and is a much larger percentage of their market cap

SKM = ~23% (based on $9B market cap)
ZM = ~4% (based on $28B market cap and same dilution as SKM's stake)

[nick tang @0xtangelo]

@kirillzzy 👽

[Finality @FinalityCap]

An explosion of AI-generated code and a web increasingly run by agents are creating massive problems for provenance + attribution

@makechainnet is GitHub, but rebuilt from the ground up for the agentic web to offer better incentive alignment for every human and agent builder