Ajna Capital

Early Stage crypto VC Fund. We back bold entrepreneurs shaping the next era of the internet.

[Ajna Capital @Ajna_VC]

Tokenomics are the blueprint of a crypto economy.

3 pillars define whether a token thrives or dies:
⚙️ Supply - where it comes from
💡 Utility - what it does
💲 Incentives - why people hold it

Design it right, and your token powers an economy, not just a chart.

🧵👇

[Ajna Capital @Ajna_VC]

Wishing our founders, partners, and community a Merry Christmas.🎄🎅

[Ajna Capital @Ajna_VC]

Watch this space 👀 Ajna's Magic loading… 🪄

[Ajna Capital @Ajna_VC]

Big moment for decentralized mapping 🐝

Read More: https://t.co/LJhL4Wr79h

[Ajna Capital @Ajna_VC]

If you could directly back one pillar of the next crypto cycle, which would it be?

Vote below and let us know why👇👇

[Ajna Capital @Ajna_VC]

3/ Every crypto project designs its own economic DNA.

Bitcoin built scarcity.
Solana built incentives.
Ethereum built balance.

The strongest economies blend all three - balancing growth, utility, and scarcity.

👇Drop a project you think has flawless tokenomics. We’ll feature a few in our next Ajna Thesis Note.

[Ajna Capital @Ajna_VC]

Tokenomics are the blueprint of a crypto economy.

3 pillars define whether a token thrives or dies:
⚙️ Supply - where it comes from
💡 Utility - what it does
💲 Incentives - why people hold it

Design it right, and your token powers an economy, not just a chart.

🧵👇

[Ajna Capital @Ajna_VC]

2/ Good tokenomics = aligned incentives.

✔️Users earn
✔️Builders stay
✔️Investors trust

Projects with strong tokenomics build ecosystems.
Weak ones build exit liquidity.

[Ajna Capital @Ajna_VC]

On Oct 10, 2025, the market witnessed its largest flush-out of the year - $19B in leveraged positions erased in 24 hours.

🔺 $16.8B longs
🔻 $2.2B shorts
👥 1.6M traders liquidated

What triggered it:
- A 100% tariff on Chinese tech imports reignited U.S.–China trade tensions.
- Global equities sold off → risk-off contagion hit crypto instantly.
- Leverage was stacked deep — cascading margin calls followed within hours.
- Exchanges like Hyperliquid saw 6,000+ wallets wiped, over $1.2B lost.

What it means:
1. Market Reset - Excess leverage cleared; cleaner setups ahead.
2. Opportunity Zones - Quality assets are now trading below intrinsic value.
3. Risk Discipline - Survivors are those who stayed unlevered, hedged, or liquid.
4. Next Watchpoints - Funding rates, OI compression, and stable inflows will reveal where capital rotates next.

[Ajna Capital @Ajna_VC]

Watch this space. Big things are coming in decentralized mapping. 🌍🚀

Ajna is proud to back Hivemapper, building the Google Maps of Web3 with the power of community and the HONEY economy.

https://t.co/G2akTun5rF

[STBL @stbl_official]

With STBL, every action creates value.

✅ Connect your wallet and start earning points
✅ Mint USST to earn yield.

Recognition for being early.

👉Start here: https://t.co/G2eFljxIHg

Watch how it works below 👇

[STBL @stbl_official]

There are 3 types of stablecoins today with 3 big problems:

- Crypto-backed: Tied to volatile assets → not always stable.
- Centralized reserves: Backed by banks/custodians → trust risk.
- Algorithmic: Backed by code → can break under pressure.

It’s time for a fourth path.👇🧵

[STBL @stbl_official]

Liquidity this autumn: RWAs or AI?

Our COO, @SudeepMehta, will be sharing his perspective in the upcoming AMA tackling one of the biggest debates in markets today.

📅 Aug 28 | 4 PM UTC | 12 PM EDT
📍https://t.co/T36sO4eymq

Set your reminders.

[Ajna Capital @Ajna_VC]

Which narrative has the longest legs this cycle according to you?

[Ajna Capital @Ajna_VC]

Tokenomics > Valuation.

Network effects > Revenue.

Execution > Everything.

[Ajna Capital @Ajna_VC]

🚨 Standard Chartered upgrades ETH target:

$4K → $7.5K for 2025.
Calls for $25K by 2028.

[Ajna Capital @Ajna_VC]

6/ Latest move:

+155 BTC ($18M) this week.

5 years ago it would've been a gamble but today it is the Blueprint for corporate Bitcoin adoption.

[Ajna Capital @Ajna_VC]

1/ 💰Michael Saylor turned $250M into $76B in 5 years.

Here’s how he bought 3% of all Bitcoin and rewrote the corporate treasury playbook

🧵👇

[Ajna Capital @Ajna_VC]

5/ Returns since the pivot:

• MSTR stock: +3,000%
• Bitcoin: +1,000%
• Avg. annual return: 100%

MSTR is now the 2nd most traded stock after Google.