Luigi

Just another web3 Investor

[Luigi @InvstrJ]

@jonbma @Dorm_DAO @artemis @nyubnf This means so much! Researching Bittensor was genuinely eye-opening and I'm proud of the work Campbell and I put in. Excited to keep learning and contributing to the space! 🌟

[Jon Ma @jonbma]

⭐️ The winner of the @Dorm_DAO @artemis Research Competition : @nyubnf @InvstrJ and Campbell ⭐️

Ya'll crushed it with the bittensor:native short (although it's been up +23% since April 20th!).

Thank you for pushing Artemis and writing deep fundamental research on Bittensor.

Announcing 2 more winners very soon 👀

[Jon Ma @jonbma]

Update: @Dorm_DAO @artemis Research Competition

Looks like we have clear #1 and #2 and #3 with:

#1 @ev4nthompson (Oregon Blockchain) - Long AI Data Infra / Energy
#2 @InvstrJ (NYU) - Shorting $TAO
#3 @meta_rylan (Nova Blockchain) - Long ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66

Keep them coming :) still have 2 more days!

[Luigi @InvstrJ]

Posted my article on @artemis
Take a read and tell me how you think! If you like it, please like:)
https://t.co/HxxEjaZgG7
#artemisAI

[𝗗𝗮𝘃𝗶𝗱 𝗚𝗮𝗻 @davidgan1818]

A friend who almost made Partner at MBB told me something that stuck:

In NYC, being an MBB partner with Ivy League degrees and a $1M salary doesn't even put you in the top 1% of the city. You're just another cog in the machine.

While the same person in Mexico City can easily become a social elite and be in rooms with government ministers and business dynasties.

Their relative status and influence is 10x higher.

Geographic arbitrage is more than just the cost of living. It's about relative status and access.

The same logic applies to funds and institutions:

A second-tier US fund fights for scraps from deals the top firms already monopolized.
That same capital deployed as a first-tier fund in an emerging market?
Better returns, less competition, and you actually build your own influence.

Choose your battle wisely.

[Inception Capital @_inceptioncap]

https://t.co/i1fRdDcLzc

[VirtualBacon @virtualbacon]

Iran ceasefire just dropped. Two week pause on bombing, brokered by Pakistan. Trump says military objectives met, Iran put forward a 10 point proposal both sides accepted as a framework. Iran's foreign minister confirmed: if attacks stop, their forces stand down and Strait of Hormuz reopens with coordination.

Markets reacting fast:
- Crude oil crashed 14.7%, down to $96.30
- S&P 500 flat, basically unchanged at 659
- Bitcoin ripping +4.6% to $72,040

Oil is the obvious one. War premium getting priced out immediately. BTC rallying on the risk-on shift. S&P didn't move much because it already had a muted reaction to the war overall.

Two weeks isn't peace. It's a window. If this falls apart we're right back to $110+ oil and everything that comes with it. But if they actually finalize something, the inflation outlook for the rest of 2026 changes completely.

Watch oil. That's your leading indicator right now.

[Luigi @InvstrJ]

AI is no longer a vertical, it’s infrastructure.

But the infrastructure is broken: concentrated, expensive, and energy-constrained.

Here, I break down why DeAI is emerging as the next investment frontier .

Featuring:
• Akash
• Render
• Bittensor

https://t.co/VSHoNRnFfS

[Luigi @InvstrJ]

Most DeAI discussions focus on long-term potential.

We looked at what happens when you combine:
• macro risk-off conditions
• emissions-driven supply
• weak value capture
Result: a TAO short thesis.

Full report below — would love thoughts 👇
https://t.co/OFpLq2VyKq

[offset @offset_xyz]

https://t.co/Wc5rDN585F

[Luigi @InvstrJ]

🗓 THIS WEEK IN CRYPTO — Mar 1–5, 2026

📈 BTC bounced to $73K. Korean stocks (KOSPI) crashed 20% in 5 days and $13.7B rotated OUT of equities — a chunk of it went into crypto

🏦 Spot BTC ETFs snapped a 5-week outflow streak with $1B+ in inflows. Institutions are creeping back.

[Luigi @InvstrJ]

#Bittensor #TAO #DeAI #AICrypto #Web3

[Luigi @InvstrJ]

@bnbhao @grok Waiting

[Luigi @InvstrJ]

很多人把跨链问题当成 bridge 问题。
Hyperlane
通过 ISM (Interchain Security Modules)，
应用可以自己选择安全模型，而不是依赖单一桥。
multisig / zk / optimistic / custom validators 都可以组合。
某种程度上，这是 模块化跨链安全。
我的研究 ↓
https://t.co/0VhzgbBsda

[Luigi @InvstrJ]

@virtualbacon Just saw your YouTube channel, they were really helpful, hope to watch more:)

[Luigi @InvstrJ]

@ParaX_ai @yuboruan @nirvana_io @ParallelLabs_ @ParaflelFi @ParallelFi_CN @Luke6832eth @0xheleny @bountydreams @NomadicHamwi
由于你们合约升级，导致我的 NFT 资产无法赎回.
Due to your contract upgrade, my NFT assets can‘t be redeemed.
0xCE9b28d94222437dcf9f4FAe015234Ea870AD391

[Luigi @InvstrJ]

@UseUltraLP @0xPoseidon_sol @ec_unoxx @DontRunImAsian @richardkingxyz Where's the link?

[Luigi @InvstrJ]

@gm365 @LeePima 前几天刚刚听完匹马的播客，没想到转头就看到你的文稿！厉害。想问问像https://t.co/1k0wAJHmDX这种没发币的如何投资？难道真的要24小时看新发型的meme或者直接放弃pump吗？

[Luigi @InvstrJ]

@Tuuxxdotsol @met_engine @lpagent_io @SOL_Decoder Wondering if you got time to share a step-by-step process on setting up a engine while protecting wallet~