@mikealfred My friend from the east coast messaged me trying to sell his whole bag on Friday and I talked him off the ledge; one of my finest moments in finance haha.
I’ve been quiet for months, like many. But in that time I quit a corporate gig, started my own financial services practice, and finished my goal of building a 1M $COLLAT position, cutting my cost basis in half. If we get Clarity Act and maybe a Keel Regatta bid, we on fam ⬆️
Something caught my eye in the latest 13F filings.
The biggest new entrant into IBIT, from a brand new entity, is something called Laurore Ltd. No website. No press. No footprint. The only public information is that the filer's name is Zhang Hui and it's HK based.
Let's double click on that for a second.
Zhang Hui is the Chinese equivalent of John Smith. It's what I like to call it a "non-anonymous anonymous" name, something hiding in plain sight buried under the statistical weight of millions to make it untraceable. The "Ltd" suffix suggests a Cayman or BVI structure, the classic offshore wrapper for accessing US markets. And the portfolio? A single holding. Nothing but IBIT. This isn't a diversified fund. It's a $436 million Bitcoin access vehicle dressed in institutional clothing.
Why would you do this?
Because Chinese investors can't hold Bitcoin.
If this is what it looks like, it might be an early sign of institutional Chinese capital moving into Bitcoin, not through crypto exchanges or gray market channels, but through a BlackRock ETF, filed with the SEC in a regulated jurisdiction hiding in the most "transparent non-transparent" place imaginable.
Funny that the name Laurore likely derives from the French l'aurore: the dawn.
Smells like capital flight to me.
you need to know this as a founder 🫵
@collaterize recently launched Fundry staking, which lets anyone create a staking program for ANY token in minutes.
> IMO, that’s the easiest way to add token utility and lower circulating supply. you just allocate a % of revenue back to stakers.
Win-win for everyone, right?
With AI and @Solana, latency between "Idea" and "Execution" has collapsed to zero.
If you wake up with a vision at 8 AM, you want to ship it by noon.
You do not have the patience to call a lawyer, draft bylaws, or wait 3 weeks for a legal entity.
In the AI era, waiting for incorporation is death.
The modern builder demands instant feedback, not permission.
@Solana is the new jurisdiction.
It is the only environment that matches the speed of your thoughts. It replaces bureaucratic friction with creator economy.
This is the shift:
- Legacy World ❌ : Idea ➡️ Lawyers ➡️ Paperwork ➡️ Wait ➡️ Build ➡️ Launch.
- Solana World ✅ : Idea ➡️ Build ➡️ Deploy Token ➡️ Market Validation.
We proved this reality with @collaterize:
We didn't wait for a board meeting. We deployed code.
Result: 5,000 users and immediate revenue in 24 hours.
The market validated the product before the ink would have dried on a legal contract.
Ownership Coin is the ultimate MVP.
It allows you to test demand and align incentives instantly.
But you need the right rails to do it without looking like a gamble.
This is why we built Fundry.
We provide the professional infrastructure for builders who move too fast for the old world.
• Launch instantly.
• Structure your economy.
• Build a DAO, not just a group chat.
Stop waiting for the legacy system to catch up.
It’s time to build on Solana.
Launch your vision today. 👇
https://t.co/zQebMOxUmP
Staking V2 comes with a permissionless Launchpad
+ Custom Tokenomics 🪙
+ 1.2% Creator Rewards 💰
+ Integrated @JupiterExchange vestings 🔒
+ Staking now available for any @Solana coin ⚡️
Launch & stake now: https://t.co/XE4kGBdoD7