Obsidian 🇭🇰

Web3 Investments & Partnerships @animocabrands | Ex-M&A Advisory @EYnews

[Sentient China 华语 @sentient_zh]

Sentient Salon #Consensus HK 2026 圆满结束

精彩的AI主题讨论来自 REP 联合创始人 @zeroxcholy 、Billions 联合创始人 @provenauthority 、Larange BD负责人 @BrianNovell 和 VANA 生态负责人 @muskan_kalra24

而面对大环境的迅速变态，顶级VC们也分享了自己的观点，感谢Sentient 全球增长策略负责人 @abhishek095 主持，观点来自 Pantera Capital Partner @nihal_maunder 、Animoca Brands 投资策略伙伴 @Obsid1an_ 、Hashkey Capital 投资经理 @Lepus_xbt

Sentient 🧠 2026 下一站见

[Haven1 🧑‍🚀 @Haven1official]

https://t.co/Pwwsfnz56q

[Obsidian 🇭🇰 @Obsid1an_]

@jonahlau_ @animocabrands @opencampus_xyz Great to be working alongside one of the brightest brains in Web3!

[Motorverse @TheMotorverse]

WELCOME TO DIGITAL VEHICLE CULTURE!🏁

Be part of the future with the first interoperable digital car, LAMBORGHINI REVUELTO.

Powered by $REVV

https://t.co/VpokciPyDG

[Animoca Brands Research @animocaresearch]

On October 31, @ton_blockchain broke the world record with a TPS of 104,715, making $TON the fastest blockchain.

How are they able to achieve such speeds and scalability?

TL;DR: #TON's infrastructure makes them FAST and EFFICIENT

🧵

[Black Flag DAO 🏴 @BlackFlagDAO]

🚢 This week in State of the DAOs:

@JoshDu_it & @azeemk take us through:

Bear Market Best Practices 🐻 🏆

👉 Insights and Top Tips to Help You Make the Most of This Long Crypto Winter:
✅ Understanding
✅ Patience
✅ Risk Management
✅ Hope is Near

https://t.co/l0u7vu6i4e

[Animoca Brands Research @animocaresearch]

🎮 Welcome @WreckLeagueHQ! 🥊

An innovative project backed by @animocabrands.

Dive into why an @apecoin powered, NFT driven, composable mech fighting game with @nWayGames is revolutionary 👇

⭐Be sure to check out the full article here:
https://t.co/WzhfuNmWwJ

#WreckLeague

[Animoca Brands Research @animocaresearch]

$RON is not the only token thriving through the bear market...look again! We have aggregated a list of tokens that outperformed BTC by a large margin, incl. performers like @rendernetwork, @Fetch_ai, @SingularityNET and @stride_zone.

Continue reading to find out more 🧵

[Animoca Brands Research @animocaresearch]

Recently, #HongKong has been a leading force in the world to implement regulations for retail investors to participate in the space.

Starting today, licensed Virtual Asset Trading Platforms (VATPs) in HK will be allowed to cater to retail investors.

https://t.co/yIWsjmHKFW

[Animoca Brands Research @animocaresearch]

$EDU by @opencampus_xyz is listing on @binance launchpad this Friday 🔥🔥

Here is a quick breakdown of the core idea behind and how it fits within the broader @animocabrands ecosystem:

[MocaCN | ⦿⦿⦿ @MocaCN]

Lovely @animocabrands builder & @MocaverseNFT builder
︙） MocaNFT links the world and screen out partners who are full of faith in Web3 and blockchain
NFT链接世界并筛选出对Web3和区块链��满信仰���小伙伴
@MocaverseNFT
@ysiu @jennyqcheng @JoshDu_it
@alanlau999 @spacemanks

[Ben Tossell @bentossell]

Sounds familiar

[Animoca Brands Research @animocaresearch]

Recent events with #USDC have gotten us thinking about different decentralized stablecoins on the market. Let's explore how #TUSD, #LUSD and #DAI works and its role in the crypto ecosystem.

🧵👇

[Adam Cochran (adamscochran.eth) @adamscochran]

Here is a round up good news related to the banking issues so far:

-An SIVB wire sent Thursday did process and landed in their account Sat. (Same cut off date as Circle started theirs)

-FRC wires from Friday have still been landing (FRC was the other cali regional bank folks have been worried about)

-Multiple companies reporting they've got operational lines of credit to make payroll this week

-Early reports that SIVB could expect as much as 50% advanced dividend paid out at start of this week the rest of balances to follow

-Yellen says "No bailout for bank execs/investors" but that "depositors do not need to worry about losing access to their money" suggesting depositors *will* be made whole

-A lot of VCs extending at cost payroll loans to startups to keep them running until SIVB money hits, keeping them away from aggressive lenders.

-A few California based charities and NGOs that banked with SIVB have had huge community donation outreach helping them to keep the lights on next week.

-Circle's outbound wire for USDC cash backing, was initiated Thursday, before the 8AM PST Friday cutoff by FDIC suggesting it will be honored.

-Rumors are multiple big banks, and even some of the "mega-regionals" have been interested in bidding on SIVB.

-SIVB's investment arm seems healthy and is attempting to purchase itself out from the parent company and be a stand alone spinoff. This means some startups won't face calls on venture debt or have their equity sold to questionable third-parties.

-Multiple neobanks have worked through the weekend to onboard companies and extend them lines of credit at cost to themselves.

-Many SIVB employees have continued to work and communicate with their clients, even when facing their own uncertainty.

-Current regs suggest that insider stock sales and bonuses to execs at SIVB will be subject to clawbacks (like in any regular bankruptcy) if needed to pay out depositors.

There is a lot of doom and gloom out there. Some merited, some not.

But, there is also a lot of good developments taking place and some real moments of humanity.

I post a lot of the negative stuff because I like to evaluate risk - but I thought this was worth a small round up of the good developments given the progress we're seeing.

We may end up dodging a pretty big economic bullet here.

[Zach Rynes | CLG @ChainLinkGod]

Yeah man crypto is the future, let me bring you up to speed

First, TerraUSD collapsed, a massive Ponzi scheme where investors were promised 20% APR on their USD ($20B in UST and $40B in LUNA wiped out)

This caused the largest crypto hedge fund to go insolvent due to excessive leverage, 3AC ($3B AUM wiped out)

3AC borrowed funds from all the largest crypto lenders, each of who went insolvent after bank runs inevitably occurred, causing a market wide credit crunch

Celsius ($12B AUM, $1.2B deficit), Voyager ($1.6B AUM, ~$670M default), BlockFi ($3.9B AUM, $400M revolving credit)

Voyager and BlockFi were bailed out by FTX/Alameda, but ah turns out they were complete fraud too

With $10B of customer funds siphoned from FTX to cover Alameda’s losses, a bank run took place, creating a second contagion wave, leaving Voyager/BlockFi rekt again

Genesis Lending, under the DCG conglomerate, also went bankrupt due to Alameda/FTX exposure ($3B shortfall)

Gemini was lending $900M in customer funds to Genesis, so they and their customers inevitably got wrapped in the mess too

No doubt TradFi is involved in this too, with the collapse of two banks that were key banking partners for crypto

Silvergate (FTX’s banking partner and ran an payment network for crypto exchanges) experienced a bank run and collapsed after losing $1B on bonds

While SVB (Circle’s banking partner for USDC and most tech startups) experienced a bank run and collapsed after losing $1.8B on bonds

Not looking too good for Signature Bank either, which runs the ‘other’ bank payment network for crypto exchanges

Can’t forget the SEC trying to strongarm the industry from shutting down Kraken’s staking product to calling Paxos’ stablecoins a security and shutting down BUSD, and much more

Various banking regulators also strongarming banks into refusing to onboard crypto companies as clients, forcing them overseas and to use sketchy counterparts

Anyways

Have you heard of liquid staking derivatives and re-staking? Pretty cool financial engineering right there, crypto innovation never stops 💪

[Animoca Brands Research @animocaresearch]

@MocaverseNFT just launched their highly anticipated NFT collection #Mocaverse. The total supply of 8888 NFTs has officially been fully mintedout! Let's look at what's been happening since launch.

[Moca Network @Moca_Network]

Teleportation between portals was never going to be easy 🥵

We encountered space turbulence 🪐☄️ the space song affected transmissions during teleportation 🎶📻 but… WE MADE IT #MocaFam!

8,888 Mocas have officially joined the Mocaverse 🎉

The collection has now Mint out 🚀

[Animoca Brands Research @animocaresearch]

Sewer Pass scores has been reviewed, we can now safely purchase the passes to participate in upcoming events.

Here's a quick recap on #DookeyDash, plus some insights on what is & will be happening in the @BoredApeYC ecosystem to help you get a head-start, a 🧵:

[Obsidian 🇭🇰 @Obsid1an_]

@Zeneca gm

[David Hoffman @TrustlessState]

Let's make something clear

There is no material integration between AI and Crypto.

You cannot put AI 'into a blockchain'.

AI tokens are meme tokens.