Rezo🛡₿RRR

Building A8 / Axis Eight. Founder @brcapital_fund | @super__protocol

Fund, Liquidity, HFT, Institutional Digital Assets and Confidential AI

[Rezo🛡₿RRR @rezosh]

Why should you #HODL your #Bitcoin and never sell it?

I know why.

A short thread 👇

[Rezo🛡₿RRR @rezosh]

It’s not that venture didn’t work. Venture was very successful for us. We were simply even better at liquid stuff.

A quick correction: we haven't really shifted toward liquid.

Since day one, our fund has had two directions: VC and liquid asset management/active trading. We just haven't made a VC investment in a while.

I explain more about the approach in this piece:

https://t.co/CKf2r3GGUl

[Rezo🛡₿RRR @rezosh]

@vovweb3 @gftn_official I'll be moderating on the 27th, he'll be moderating on the 28th.

[Rezo🛡₿RRR @rezosh]

@JamesonCamp nope just load the api then teach claude/chatgpt to use the perplexity api as a research skill or add it to your research skill. pay is per query but $20 goes a long way.

[Rezo🛡₿RRR @rezosh]

@zerohedge this is a site-specific negotiated walk-away on one contested campus, not Amazon abandoning Data Center Alley or Loudoun County, for now at least.

[Rezo🛡₿RRR @rezosh]

@khenzarweb3 @brcapital_fund @gftn_official it will be better than last year, and last year was also great.

[Rezo🛡₿RRR @rezosh]

@scaling01 but this should be open source/weights. I think palantir is doing something similar.

[Rezo🛡₿RRR @rezosh]

@BitcoinArchive very unique product. to think this wasn't possible just a few years ago.

[Rezo🛡₿RRR @rezosh]

@KobeissiLetter US stock market value is a mark-to-market of the liquid float, applied to the entire share count.

SpaceX IPO’d with only ~5% public float and was valued at $1.77 trillion (later ~$2T) on that thin slice of trading.

M2 is fully liquid so the comparison is not like-for-like.

[Rezo🛡₿RRR @rezosh]

@Hey_tyzo @gftn_official @QuonaCapital @grengaswamy @AccelIndia @rachit_parekh I'll share the recap after.

[Rezo🛡₿RRR @rezosh]

I’ll be joining the Investor Thesis in 2027: Headwinds and Tailwinds panel at GFTN @gftn_official on October 28 in Tbilisi. With:

> Ganesh Rengaswamy, Managing Partner @QuonaCapital (@grengaswamy)
> Rachit Parekh, Partner @AccelIndia (@rachit_parekh) > Shokhrukh Yulchiev, Managing Director, Central Asia, Silkbridge Ventures
> Moderated by Shota Lomtadze, Partner @brcapital_fund

This is the day after the cross-border innovation session which I'll moderate.

Different conversation, more about where capital is actually looking (and not looking) heading into 2027.

https://t.co/DPqDgFP0NL

[Rezo🛡₿RRR @rezosh]

I will be moderating a talk on Cross-Border Financial Innovation: Defining What the Region Can Test Together at GFTN @gftn_official on October 27 in Tbilisi with:

- Akhundov Sadig, Executive Director, Central Bank of the Republic of Azerbaijan (@Central_Bank_AZ)
- Davit Kikvidze, Chairman, FinTech Association of Georgia
- Kyrylo Khomiakov (@KhomiakovKyrylo), Regional Head of CIS, Central Asia and Africa, @binance
- Larisa Manastirli, Director of Financial Institutions, @BSTDB
- Lucas Yang (@LuuuucasY), Head of Sales & Solutions, @Cobo_Global
- Nika Kiladze, CEO, Keepzme
- Uyasakh Jargalsaikhan, Director of the Payment Systems and Technology Department, Bank of Mongolia (@Mongolbank_mn)
- Tamta Ivanishvili, Partner & CEO, BLC Law Office
Dr. Vin Pheakdey, Deputy Director General, Securities and Exchange Regulator of Cambodia

Good to have regulators, development banks, and operators in the same room. Let's figure out together what can actually move across the corridor.

[Rezo🛡₿RRR @rezosh]

@WatcherGuru instead of looking for indicators to buy, I've found that buying at least little increments on a monthly basis helps.

[Rezo🛡₿RRR @rezosh]

I’ll be joining the Investor Thesis in 2027: Headwinds and Tailwinds panel at GFTN @gftn_official on October 28 in Tbilisi. With:

> Ganesh Rengaswamy, Managing Partner @QuonaCapital (@grengaswamy)
> Rachit Parekh, Partner @AccelIndia (@rachit_parekh) > Shokhrukh Yulchiev, Managing Director, Central Asia, Silkbridge Ventures
> Moderated by Shota Lomtadze, Partner @brcapital_fund

This is the day after the cross-border innovation session which I'll moderate.

Different conversation, more about where capital is actually looking (and not looking) heading into 2027.

https://t.co/DPqDgFP0NL

[Rezo🛡₿RRR @rezosh]

@unusual_whales which is why we need better open source/weights

[Rezo🛡₿RRR @rezosh]

@cryptorover interesting fact:

- just 4 days ago, Borsa Istanbul was ~$340B
- now ~$288B
- Ethereum is still at $293B

[Rezo🛡₿RRR @rezosh]

@kimmonismus wondering if it would be more efficient than it's prev competitor for Fable.

[Rezo🛡₿RRR @rezosh]

@haider1 lots of things we once considered "AGI" have already happened, the goalpost just keeps moving forward.

[Rezo🛡₿RRR @rezosh]

@brian_armstrong stablecoins really proved PMF of crypto rails, the next step would be bridging the gap to DeFi.

[Rezo🛡₿RRR @rezosh]

@AshCrypto China already has both a CBDC and state-backed blockchain infrastructure. The 2030 plan is not them “starting from zero.”

[Rezo🛡₿RRR @rezosh]

@graahaa they're a gamechanger, we started investing in them then we decided to build.