Tony Tran

Building RWA @SuperteamCAN Member

[Marco @marcoequities]

CXMT does not need Wall Street or Western retail money to thrive. Their domestic backing and seven-fold revenue jumps mean they are a highly resilient "sovereign alpha" asset.

Geopolitics can't stop pure market demand.
Apple lobbying to secure allocation from CXMT proves that AI-driven memory shortages override Western blacklists. CXMT literally cannot make DRAM chips fast enough to satisfy the market.

Their upcoming $4.3B IPO will be the biggest onshore listing of the year. Get ahead on @marcoequities

[Zephyr @zephyr_z9]

Yup, it's gross profit generation time
CXMT doesn't have the capacity to dump memory for the next 2 years
Now the big question is what they do with the $130B in gross profits generated
For some reason, banks believe that CXMT will just spend $25B on CAPEX in 27 & 28, which is clearly wrong

[Tony Tran @T_TranX]

@hthieblot Agentic construction company

[a16z @a16z]

The rise of the solopreneur

More charts: https://t.co/Bf9GsbzeVf

[Tony Tran @T_TranX]

@hthieblot We applied to @fdotinc 🙏 building AI-Native construction operating system. We want to be in SF @hthieblot

[Tony Tran @T_TranX]

@garrytan Building a AI-native verticalized construction operating system. We want to build in SF @garrytan

[Tony Tran @T_TranX]

@Tancrededib Very focused and embedded into every workflow in the construction project management cycle. Will DM you a demo

[Tony Tran @T_TranX]

@Tancrededib One operator works with a team of agents to run the entire construction project back office. Contracts, quotes, budgets, change orders etc.

All can be done through WhatsApp.

[Tony Tran @T_TranX]

@jedgar Already filled in the form earlier. Already looking at flights to Toronto 🤔

[Tony Tran @T_TranX]

@hthieblot Applied to @fdotinc — roen, the AI native construction operating system that can run on WhatsApp

[Tony Tran @T_TranX]

@hthieblot Autonomous general contractor for construction

[hoeem @hooeem]

https://t.co/4tchgZa4oC

[Tony Tran @T_TranX]

@HYPERDailyTK ICOs like this only damage the reputation of the crypto because we as a community are still too focused on speculation. In the meanwhile institutions and regulators are making real strides to make crypto real. The focus should be on real projects and real yield. Not speculation.

[Santiago R Santos @santiagoroel]

Go out in the field to surface data and insights that don’t exist online. Talk to customers, suppliers, employees, former employees, and try out the product!

That’s always been the edge. Always will be

[Tony Tran @T_TranX]

@SuperteamCAN @borefinance @colosseum Thanks everyone happy to be part of a great team 🚀

[Synergis @Synergiscap]

In the coming era of AI-first applications, we believe that having a proprietary data moat will be the true differentiator. With much of the world’s publicly available data already scraped or commoditized, hard-to-access, real-world datasets—especially those grounded in physical environments—will become increasingly valuable.

@Purer_Air is building the first indoor commercial venue air quality dataset, with a focus on high-traffic locations such as malls and stadiums. The team will offer two product lines: a B2B device for enterprise deployment, and a B2C sensor for individuals. By empowering everyday users to contribute to the network, PureAir is also embracing the spirit of citizen science—enabling people to generate and share meaningful data that can improve community health and awareness.

We believe that crypto incentives can play a key role in accelerating retail adoption, building grassroots momentum, and ultimately expanding the scale and depth of PureAir’s dataset. These granular, hyperlocal data points will unlock real-time, location-specific air quality insights that go far beyond what’s currently available.

We’re excited to support PureAir as they emerge as a leading force at the intersection of data, DePIN, and citizen-powered environmental intelligence.

#AI #DePIN #AirQuality #CitizenScience