pabloderre

investing and manufacturing in China.

[pabloderre @PabloDerre]

@Jeffreyw5000 @curiouscamilo Thanks Jeff! grateful to have been building BW with @curiouscamilo for the last few years - one of the first believers in this category.

[pabloderre @PabloDerre]

Three years ago, I joined @curiouscamilo in building a portfolio from scratch: angel checks, secondaries, listed equities, private credit, SPVs, joint ventures with US funds.

We compounded at above 20% IRR. $15m non-custodial AUM.

It wasn't enough for Camilo.

His thesis: "Equities and SPVs are not defensible. We don't have Buffett's, Hummingbird's, or Sequoia's brand. We need to build a tangible moat that defends and expands our returns."

So he looked elsewhere.

He saw prediction markets before anyone knew what @Polymarket was — when volumes were flat.

He dropped out of school to front-run the trend, partnering up with investors from Hummingbird.

Prediction market volumes grew 10x the following year.

His intuition is unmatched.

Today, @halo__xyz — the venture fund associated with Brevan Howard, one of the most renowned hedge funds in the world — acquired a stake in BlueWalker Capital to accelerate its systematic infrastructure buildout. The buildout of a true moat.

Camilo has never stepped onto a trading floor. He's not a quant or a banker.

He's the rare kind of entrepreneur with the intellectual capacity and relentless energy to obliterate whatever obstacle stands between him and victory.

Keep winning, brother.

[camilo @curiouscamilo]

BlueWalker Capital has raised one million dollars to scale its systematic trading operations in prediction markets, adding @dhoward’s @halo__xyz and @woutergort of Hummingbird Ventures as shareholders.

We are using these funds to strengthen our infrastructure and scale our engineering, research and operations teams.

We trade algorithmically using our own balance sheet and shareholder capital, with the capacity to rotate hundreds of thousands of euros in daily volume.

Join us on our mission to become the leading hedge fund in this emerging asset class, delivering investment returns while making prediction markets efficient as the world's most accurate source of truth.

https://t.co/z6VGNBxt4w

[pabloderre @PabloDerre]

@adamcohenhillel legendario

[pabloderre @PabloDerre]

For those of you want to learn more about what I'm building in China. Brief explanation on our businesses.

If you're eager on gaining exposure to the Chinese manufacturing and investment ecosystem, drop me a DM!

[pabloderre @PabloDerre]

https://t.co/uDdUUDEB1U

[pabloderre @PabloDerre]

Just uploaded my 4th Weekly Update Doing Business in China to YouTube.

Gave some colour on where we're at with the business, some of the client work we're doing and how we plan to scale our content over the next few decades.

Link in comments!

[pabloderre @PabloDerre]

https://t.co/H68CrOu00y

[pabloderre @PabloDerre]

Just uploaded my first Vlog at a Plastic Injection Factory in China (Zhejiang Province).

We got the chance to tour this “small” manufacturer that produces +30M products per year for some of the largest consumer brands in the world.

[pabloderre @PabloDerre]

If you want to scale your production in China, feel free to reach out!

[pabloderre @PabloDerre]

Just interviewed one of the best chinese robot arm manufacturers.

Currently documenting startups and funds across China over the coming weeks.

Will be sharing all chinese tech related content over the coming months. Touring DJI, Tencent, Alibaba 🔜

Regards

[pabloderre @PabloDerre]

like and subscribe!! https://t.co/A0i5OaZnIM

[pabloderre @PabloDerre]

To my spanish community: just launched my YT channel where I'll be documenting the tech landscape in China.

Will showcase state of the art manufacturing from giants like BYD/Xiaomi, the startup ecosystem and regional VC funds.

Documenting in chinese, english and spanish
Regards

[pabloderre @PabloDerre]

Just landed in HK, who’s around?

[pabloderre @PabloDerre]

@adamcohenhillel is there anything you can’t build? wtf

[Adam @adamcohenhillel]

Introducing AI Key, a small device that lets AI control your entire phone.

just plug it in and ask it to complete a task.

pre-order now.

[pabloderre @PabloDerre]

@curiouscamilo @shayne_coplan 👀

[camilo @curiouscamilo]

the polymarket network effect has reached escape velocity.

regulatory adoption was delayable (and acquirable), capturing trading volume, international market share and cultural mind share was not. kalshi walked so polymarket could run.

no trading fees and no revenue isn't a bug, it's a feature in service of growth and deeper liquidity.

polymarket is truly antifragile. trump tariffs? war in iran? the world's eyeballs go to X and now polymarket.

with every news cycle & trending event, the team trojan-horses the platform into the conversation.

the world is moving toward tokenizing everything and forming a unified market where liquidity converges. prediction markets fit this thesis perfectly, as they exist for nearly anything imaginable.

polymarket is becoming the market's common denominator, connected in one way or another to every asset class.

we see polymarket not only becoming the future of news, but also vital infrastructure for the future of financial markets.

to the team: if we can be useful, reach out :) happy to help integrate across synergetic ecosystems. members of our team and investor base have backed revolut, brex, toss, n26, and others at their growth stage, and we work closely with the family office of india's leading proprietary trading firm and market maker.

the network effect @shayne_coplan is building at @Polymarket is on a generational run.

[camilo @curiouscamilo]

the network effect @shayne_coplan built at @Polymarket:

zero fees -> more traders -> deeper liquidity -> more traders -> more accurate predictions -> reference prediction market

[pabloderre @PabloDerre]

@curiouscamilo @theresidency @sulaimanghori @hardeep_gambhir @localhostHQ @elonmusk @grok two goats.