emmacui
1,854 posts
emmacui
@emmacui
My takeaways on Token2049 and Solana Breakpoint Overall: 1. Funding is drying up for both funds and direct investment 2. Infra fatigue is real 3. Solana Breakpoint is refreshingly energizing 4. Entire market is bullish Q4 24 and Q1 next year 5. Reputation matters- Think @ai16zdao and @virtuals_io will lift each other’s Val into 10B range. Also functional agents GAME, CONVO, MUSIC will get bid again
- In the last couple of weeks we've seen a paradigm shift in crypto: the emergence of the interaction of between AI agent and crypto rails. To me, this reminded me of the excitement when I first tested out Compound and Uniswap. Something original and ground breaking. A thread 🧵
- Check out the latest report on Polkadot ecosystem and parachain ecosystem by @MessariCrypto @asiahodl . Proud to back @Plasm_Network @AcalaNetwork @MantaNetwork @BitDotCountry @Kylin_Network @WatanabeSota @ruitao_su @bettechentt @RayLuCodeThe @Polkadot parachain auctions is setting the stage for a vibrant apps ecosystem with practical interoperability. What are the biggest projects? Who will be the first to launch on @kusamanetwork? Thread 👇🏻👇🏻👇🏻 1/
- Incoming Longhash Intern. So excited for the life events of team members. 😍 by the time this baby turns 18, 1BTC should be enough to cover his/her college tuition?
- So good to see @Filecoin getting more recognition. We have been building on Filecoin ecosystem for 3 years. With projects like @LitProtocol @huddle01com @PowerloomHQ @LighthouseWeb3 @okcontract @luminoai @walletlabels and many more!
- Looking forward to speak at @token2049 Singapore again this year. Judging by my track record, you should absolutely tune into my panel. you either "all in" to my panelist, or avoid at all cost 😂
- AI Agent economy is easily a 100Bn opportunity in 2025. @virtuals_io is pushing the frontier like no other.By now, it is obvious that AI agents are the new 0-to-1 vertical of 2025, and @virtuals_io stands as the first mover with critical mass. “Why Virtuals Protocol is a Decacorn in the Making”, by @theshikhai
- Replying to @emmacui @a16z and 3 othersLeft picture is the original chart from @electriccapital's report. Right picture is from @a16z's latest State of crypto report, which quotes Electric Capital's report
- @YieldGuild @GuildFiGlobal all up 3-5x since this tweet. One gaming infra project that I think people are overlooking is @BreederDAOAt this moment, think gaming sector is a high conviction bet. When retail comes in, they won't have the time to understand the 100th L2 and it's technical differentiation. my top bets from infra persective are
- We are so excited to have @gabusch joining @LongHashVC as an Advisor! He will lend us his wealth of knowledge in terms of sourcing and evaluating Web 3.0 gaming and Metaverse Key infrastructures
- 1/5 We are thrilled to announce the first close of our $100mil Web3 venture fund II, with backing from @HashKey_Capital, @NGC_Ventures, @gnosisSafe, @protocollabs, @MEXC_Global, @kaiynne, @WatanabeSota, @QimingVC's Founding Partner Duane Kuang, and othersAsian web3 accelerator LongHash Ventures announces new $100 million fund theblock.co/post/162847/as…
