Asa｜$IO 🇯🇵🇸🇬 @TheAntiApe Twitter profile

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

gm In HK for Apr. 5 - 10 Partners, suppliers, friends, $io coin buyers (token live this Apr 28!) and investors do hmu 今天开始到10号都在香港，欢迎DM🇭🇰 #Web3Festival Find me speaking/paneling/drinking at these events: 会去这些活动： ✍️

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

3 months

感谢各位KOL关注$IO，此fud确是误传 1. 合约是IO第三季的空投合约，来自streamflow。2.5m的社区奖励和剩下的 GPU奖励是分开的合约，因此本合约显示总量2.5m 2. 女仆发的链接过滤了10000个token以上的交易，如果取消filter就可以看到合约所有小额领取。看下图对比（大概没拉盘还是原罪啥时候牛回啊

CryptoMaid加密女仆お嬢様 $bfc $luag

@maid_crypto

3 months

起因是IO老鼠仓转走了250万IO，带头的是一个叫Hanz的，IO的市场部领导人。通过110个地址，每个地址拿走了1万以上的IO。团队正在处理此事。 sol查看链接

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

2024 IO Summit年度发布会出场嘉宾包括IO领导层，Solana联合创始人Anatoly @aeyakovenko , Aptos联合创始人 Avery Ching @AveryChing ，和Solana基金会主席 @calilyliu

io.net

@ionet

4 months

The IO Summit 2024 Keynote Join the livestream:

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

7 months

Blast 精选项目推荐 + 交互指南 @Blast_L2 【第一篇：Defi + 菠菜】 ArkStream Capital 独家作品 @ark_stream 作者 @ray_crypto

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

3 months

These numbers are nuts

opai.space

@OpaiSpace

3 months

The more you buy the more you save. -- Jensen Huang The more you deploy the more you earn. -- OPAI As of June 19, the proportion of devices using OPAI to deploy Worker has reached 11.1%. If based on the GPU/CPU Multiplier, the proportion is close to 50%!

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

7 months

@nvidia Earnings: Quick Takes on Crypto's AI Stories A short thread 0/7 🎯

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

Counterpoint: A Bear's Note on LDO post-Shanghai "stETH's adoption and fundamental is probably worse than you imagined." A thread.

Counterpoint on Lido (LDO): Declining Momentum and Overshot Expectations

a short note on what we see as the worse-than-expected adoption of stETH and Ethereum Liquid Staking in general.

www.maverickcrypto.xyz

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

个人update：决定加入了 @ionet_official 最近会出现在Twitter space & 4月初会去香港会。家人们赏脸面基约call约咖啡🫡

io.net

The Internet of GPUs

io.net

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

4.8 Real World at Hong Kong Depin Panel at 12:20 @iotex_io @fmgroupxyz @Web3LabsClub @ForesightVen Modusizzle Social from 7pm @PontemNetwork @alibabacloudid

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

4.5 Oak Grove Crypto - all-day event (AI Panel at 11:30) @OakGroveVC @sal_hotpot666 SevenMeets HK - from 13:30 (Solana Panel at 16:00) @7upDAO @26x14eth @cellulalifegame @allen_su1024

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

Excited to join @ionet_official to lead BD in Asia-Pacific: partners, GPU suppliers, projects, and friends please hit me up! Will be in HK for the April 5 - 9 Web 3 conference.

io.net

The Internet of GPUs

io.net

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

We thank @DeFianceCapital @Arthur_0x @pythianism @hiFramework as we drew enormous insight from their writing and thinking on @LidoFinance . Research by @TheAntiApe @simiao_li from @GMMaverickCap

Counterpoint on Lido (LDO): Declining Momentum and Overshot Expectations

a short note on what we see as the worse-than-expected adoption of stETH and Ethereum Liquid Staking in general.

www.maverickcrypto.xyz

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

6/13. stETH is non-existent on Ethereum L2s where the future of Defi happens

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

13/13. While we agree LDO is broadly ETH-squared exposure, do apply your discount for the risk of fragmentation.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

4.9-10 HackSummit (our Series A lead investor) Speech on 10th at 10:00 Bull Bonanza from 9th 20:00 @HashKeyExchange @dYdX @bounce_bit

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

7 months

【完结】 TLDR： DEX: Thruster @ThrusterFi Bebop @bebop_dex 借贷： Juice finance @Juice_Finance Pac finance @pac_finance 衍生品： BlastFutures @BlastFutures GambleFi： YOLO Games @YOLO_Blast 让我们潜入进去关注 @ark_stream @ray_crypto @TheAntiApe 今晚发第二弹【社交+游戏】LFG🫡

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

2 years

Can China-based decks stop calling 生态 "ecology"? Use better AI for auto-translate.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

2/13. Of the 8.6 million new ETH staked since Merge, 66.7% chose non-liquid staking over liquid staking.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

4/13. The only real use case of stETH today is lending, which does not require nor produce a network effect. On AAVE, wstETH's deposit and utilization rate is both 0% -- no use case elsewhere in defi.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

3/13. Having lost a quarter of its market share, Lido's block rewards-based revenue actually declined from April to August, despite growing from 5.8M to 8M stETH in circulation.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

5/13. stETH is not gaining any traction on Uniswap or CEX as a medium of exchange.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

2 years

Conspiracy theory: the SI panic and (likely) bank run is a focused TradFi attack on Crypto. All banks are fractional. None can survive a bank run. The Gov will not bail SI out b/c risk is isolated. Many CEXs and HFs may liquidate. This is all very surgical. #SI #SEC #Crypto

Lookonchain

@lookonchain

2 years

1/ With the crash of #Silvergate , the crypto market plummeted, and the price of $ETH dropped by 5%. Before $ETH plummeted, the price had a slight increase. The mysterious fund withdrew 312M $USDC from #Circle and transferred to exchanges during the 8 hours of the uptick.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

7 months

My favorites are BitcoinFi, AI, and DePIN: 1. BitcoinFi taps into crypto's biggest pond of (so far) inactive wealth, with great TVL potential. 2. AI is the greatest growth narrative for many years to come. 3. DePIN gamifies crypto for millions of untapped (US) audiences.

ArkStream Capital

@ark_stream

7 months

Every bull market is accompanied by several main narratives: 2017-2019: Layer 1, dencentralized storage, cross-chain; 2020-2022: DeFi, NFTs, and GameFi. What about the 2024 bull round? Combining narrative innovations from both secondary and primary markets, we have identified

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

Hit me up with what I missed! See you in HK ;) This is the LAST TWEET of the thread. Beware scams.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

8/13. It's all behavioral: network inertia, name recognition of native token, Defi integration, gas token, and CEX support make the shift to LSDs behaviorally difficult. Plus, slow, steady decentralized governance doesn't help.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

11/13. Bull: stETH and LSD are gaining market share. Reality: from April to August, stETH lost a quarter of its market share to non-liquid staking. From 41% to 31.5%.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

12/13. Strategic Risk: absent network effect, stETH will continue to face competition, fragmentation, and fee compression from LSD and VaaS competitors. This fee-remission proposal seems like a step in that direction.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

7/13. Historically, no LSD token has been able to overtake the native token even on chains with a higher staking ratio, higher yield, greater centralization, and lower friction.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

1/13. stETH's market share (% of all staked ETH) declined from 42% in April to 31.5% in August.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

9/13. We compare our bear thesis with a bull's take

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

26 days

这故事下次space能请老板来讲吗

Leo the Horseman

@LeotheHorseman

26 days

海外已经有6家顶级算力中心发行了REITs，国内的第一支算力REITs即刻落地，政府文件《上海市基础设施REITs储备统计》当中也已经加入“算力基础设施”一项。 Crypto号称是资产发行最permisionless的地方，难道不会出现相关的算力衍生品吗？机柜和GPU产生的收益，是稳定可审计的real

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

4.6 Web3 Wave Builders Meetup @HashKeyExchange @HashKey_CN Speech at 14:00 OKX Web3 Night Social @okx @okxweb3

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

6 months

4.7 Foresight family fusion social - from 18:30 @Foresight_News @ForesightVen Solana Ecosystem Night - from 19:00 @solana @zetablockchain @helium @TechFlowPost @OdailyChina @PANewsCN @ChainCatcher_ @BlockBeatsAsia

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 year

10/13. Bull: Skating Ratio growth proportionally drives LDO revenue. Reality: Staking rewards don't grow linearly with ETH staking ratio. By design, emission grows at a much slower square root of skating ratio (remember ultrasound money?)

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

支持尖端 AI 初创公司和孵化器，提供 GPU 算力的战略资源，以换取最佳 AI 团队的股份和代币。

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

27 days

@0xHushky try Lotte Duty Free

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

全球独立数据中心、矿场和消费硬件中有超过 90% 的未使用计算能力。未使用的计算就像未发现的石油储备一样——通过 $IO 寻找、连接和货币化它们既困难又有价值。

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

2 years

#新头像

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

3 months

Build #ComputeTokenization

Compute Labs | $AIFi

@Compute_Labs

3 months

The future of AI-Fi is here. Compute Labs is excited to announce a $3M Pre-Seed funding round led by @protocollabs , with support from @MH_Ventures , @HashKey_Capital , @ark_stream , @OKX_Ventures , @symbolicvc , @cmsholdings , @PolygonVentures , and more! 🧵

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

AI Startups are spending >70% of their OpEx on compute -- and they still cannot easily find GPUs from AWS, GCP, and Azure. @ionet provides them with a compelling alternative.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

1 month

@0xJamesXXX 老板约个面基呀

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

“IO 有巨大的机会成为 GPU 工作负载的全球领导者，而 Solana 有巨大的机会帮助 IO 取得成功”—— Solana创始人 @aeyakovenko

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

$IO will power everything that happens on the decentralized network. Together, we make $IO the compute currency backed by the world's greatest strategic asset.

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

人工智能是新工业革命。 GPU 是新的石油。如今，以中国为例，中国在 GPU 进口方面的支出比石油进口还多。这才刚刚开始。

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

“Solana 基金会不断超越，与IO这样的团队携手合作突破可能的界限。 ”—— Solana基金会主席 Lily Liu @calilyliu

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

由 @hack_vc 和 @multicoincap 和我们的所有天使及私募投资人全力支持。总共， @ionet 推出后 10 个月内筹集了超过 4000 万美元，估值突破 10 亿美元。

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

2 months

请 @solana 基金会的朋友帮忙找Sol Dev想做一个简单的depin-fi衍生项目，发现Solana生态Dev和生态项目团队排期很满根本塞不进去，花钱都抢不到人。项目先不做了先买SOL吧

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

7 months

1. People were cautious pre-NVDA earnings, which went down -3% before turning +16% the next day. Fears of "overbuying" was there, before being blown away by stellar results. Guess how much of BTC ETF's outflow yesterday FOMO'd into NVDA🧐

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

"The preservation of open access and decentralized ownership is critical for the future of AI", said our partner and cofounder of @Aptos , @AveryChing

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

$IO 将为IOG - Internet of GPUs去中心化网络上发生的一切提供动力。我们共同使 $IO 成为由未来战略资产支撑的通用算力货币。

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Asa｜$IO 🇯🇵🇸🇬

@TheAntiApe

4 months

"The Solana Foundation goes above and beyond, working hand in hand with teams like @ionet to push the boundaries of what's possible. " -- @calilyliu , Solana Foundation