Emerson

Building AI tools for better investment decisions @LongHashVC.

[Emerson @OpenZenjin]

Not talked about a lot but Malaysian founders have been some of the biggest stars of crypto this cycle building truly useful apps with outstanding traction.

@ethermage & @everythingempty - @virtuals_io
@sssionggg - @JupiterExchange
@cindyleowtt - @DriftProtocol
@tn_pendle - @pendle_fi

And to this day, people outside of Asia are still surprised that @etherscan and @coingecko are Malaysian companies.

Only a matter of time before the rest of the world takes notice. 🇲🇾

[Emerson @OpenZenjin]

This is not crypto.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇮🇷 Trump administration says $344 million $USDT frozen by Tether was linked to Iran.

[Emerson @OpenZenjin]

One of the best benefits out of vibe-coding is the opportunity to fail fast.

Before, it took a months of your time and a lot more money to ship something, test it out, and get some traction.

Today, it takes days and the cost of a Claude subscription.

Fail fast, learn better.

[Emerson @OpenZenjin]

DeFi lending has PMF where loans are previous inaccessible to individuals / institutions.

In a future where AI calculates one’s creditworthiness in an opaque black box with social credit scores, perhaps it will find further fit in providing loans to those rejected by TradFi.

[Emerson @OpenZenjin]

In a world where AI can feasibly help you achieve any objective, your edge (and key to happiness) is awareness and clear communication of your values and goals.

[Emerson @OpenZenjin]

Will be buying the dips on BTC and Gold here on a 2-3 month horizon. Seeing a boost in global liquidity due to:

1. QE from the Chinese Central Bank
2. Chinese M2 levels going up

Ideally would’ve wanted to see global M2 acceleration above 2.5% so the BTC trade might not go well, but r/r is good here at least on a years-long horizon.

[Emerson @OpenZenjin]

@IntoPurpleMoon @virtuals_vc @theshikhai :’)

[Emerson @OpenZenjin]

@kentlinyy @LongHashVC @theshikhai @emmacui Great presentation!

[Emerson @OpenZenjin]

Every time I walk into a bank, I am reminded of why I'm in this space, and why DeFi will eat TradFi alive.

[Emerson @OpenZenjin]

Solid article by @0xyuns spotlighting Malaysia's crypto scene.

My hypotheses for why we have such strong founders coming out of the country:

1. Often, the only way to make it in Malaysia (besides crypto, kek) is to become an entrepreneur. Our local wage structure is pretty broken, leading quite a number of us to go out and build. This has been the case for a couple of generations - you may find that many Malaysian crypto founders' parents were entrepreneurs too.

2. We bridge Asia, US, and Europe really well with their multilingualism & multiculturalism. We speak English fluently, and Chinese-Malaysians probably speak the best Chinese outside of China. This hones our networks and ability to sell, hire, and build partnerships.

[Tiger Research @tiger_research_]

https://t.co/ZwTZN9OFur

[Emerson @OpenZenjin]

@cryptoian it's that simple

[Emerson @OpenZenjin]

Some insane growth on @CoWSwap volume and revenue recently places its FDV at just 6.5x of its annualised revenue.

As the meta shifts from mindshare to revenue, perhaps time to look into $COW again. 🐮

[Emerson @OpenZenjin]

yay @0xRyze made me a certified ai tamagotchi-er

https://t.co/ADRnATtVT0

[Emerson @OpenZenjin]

@ethanfr 80k soon

[Emerson @OpenZenjin]

$KAITO is the bet for the growth of the attention economy

[Emerson @OpenZenjin]

@0xRaghav Natural to then bet on who receives the most apologies

[Emerson @OpenZenjin]

Takeaways from a great article by @kylascan and her pod with @ezraklein:

- Traditional way to have a "secure" job and climb the corporate ladder may be the most insecure way to secure wealth when AI can disrupt large segments of the economy rapidly

- People will need to target ways to generate attention & find asymmetric career/investment opportunities

https://t.co/v5i86Jf4nq

[Emerson @OpenZenjin]

@0xkkonrad Working days?

[Emerson @OpenZenjin]

@jinglingcookies Hugs 🫂

[Emerson @OpenZenjin]

Markets so bad people be bidding Bytedance

[Emerson @OpenZenjin]

@0xkyle__ Suggested ecosystems to:

1. execute token swaps with a curated subset of dapps, or
2. capture a portion of the dapps' revenue in return for distributing tokens a while back: https://t.co/rYTHwu161J

This helps align incentives for the long run