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Speed is money. Kent Lin breaks down how Optimum's data acceleration network enhances staking economics during his recent presentation at BUIDL Asia (April 16-17, 2026) BUIDL Asia.

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Optimum

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15,402 views • 2 months ago •via X (Twitter)

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Impressions from "one of the best side events during BUIDL Asia (April 16-17, 2026) Asia week" as many of you said who spent Friday night with our CEO Evin McMullen evin, our Korean team member Limu_mbm_, and the Korean Billions Community members 💙
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Impressions from "one of the best side events during BUIDL Asia (April 16-17, 2026) Asia week" as many of you said who spent Friday night with our CEO Evin McMullen evin, our Korean team member Limu_mbm_, and the Korean Billions Community members 💙

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OpenGradient Blooming in Seoul 🇰🇷 A quick compilation from Korea, conversations on verifiable AI and networking, as events continue across the week. Big thanks to BUIDL Asia (April 16-17, 2026) for bringing together such strong builder energy! The decentralized AI movement is expanding.

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Illia presenting IronClaw at BUIDL Asia (April 16-17, 2026). "Think of IronClaw as iOS for agents - secure by default." From sandboxed execution and encrypted credential vaults to confidential inference and self-improving skills, IronClaw is building the secure operating system agents need. The future of private, sovereign AI agents is here.
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Illia presenting IronClaw at BUIDL Asia (April 16-17, 2026). "Think of IronClaw as iOS for agents - secure by default." From sandboxed execution and encrypted credential vaults to confidential inference and self-improving skills, IronClaw is building the secure operating system agents need. The future of private, sovereign AI agents is here.

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19,524 views • 2 months ago

Y’all hear that? 🔊 SUHO, CHANYEOL, D.O., KAI, and SEHUN are calling all EXO-L to join them for EXO PLANET #6 – EXhOrizon in MANILA on July 4–5, 2026, at the SM Mall of Asia Arena (SM Mall of Asia Arena)! 🎉 If you’re feeling upside down, this is the show you NEED to attend. 😉 EXO is preparing special stages that match the passionate love and support you’ve been sending. 😍 Mark your calendar and get your tickets on these dates: 🎟 EXO-L Membership (GL) Presale: April 17, 2026, at 10AM–10PM PHT via 🎟 UnionBank Cardholders Presale- April 18, 2026, at 10AM–10PM PHT via 🎟 General Onsale: April 19, 2026 at 12PM PHT onwards, available at SM Tickets outlets nationwide and #EXO #엑소 #weareoneEXO #EXOPLANET #EXhOrizon #EXhOrizoninMANILA
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Y’all hear that? 🔊 SUHO, CHANYEOL, D.O., KAI, and SEHUN are calling all EXO-L to join them for EXO PLANET #6 – EXhOrizon in MANILA on July 4–5, 2026, at the SM Mall of Asia Arena (SM Mall of Asia Arena)! 🎉 If you’re feeling upside down, this is the show you NEED to attend. 😉 EXO is preparing special stages that match the passionate love and support you’ve been sending. 😍 Mark your calendar and get your tickets on these dates: 🎟 EXO-L Membership (GL) Presale: April 17, 2026, at 10AM–10PM PHT via 🎟 UnionBank Cardholders Presale- April 18, 2026, at 10AM–10PM PHT via 🎟 General Onsale: April 19, 2026 at 12PM PHT onwards, available at SM Tickets outlets nationwide and #EXO #엑소 #weareoneEXO #EXOPLANET #EXhOrizon #EXhOrizoninMANILA

PULP Live World

357,998 views • 4 months ago

🚨 BILLIONAIRE ANTHONY SCARAMUCCI WITH HIS MOST SPECIFIC BITCOIN CALL YET: "If you study the hash rate and you study the miner economics, this should recover in the 4th quarter of 2026, and we should be in a rising market in 2027." Hash rate: measures the computing power securing the Bitcoin network. When it recovers after miner capitulation, price historically follows. Miner economics: when the least efficient miners shut down at current prices, supply tightens. The cost floor becomes the price floor. Charles Schwab's research desk put the efficient miner production cost at $60,000. The network is near that floor right now. Scaramucci has been investing for 38 years. He is watching the same data the miners are watching. Q4 2026. Rising market in 2027. Mark the date.
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🚨 BILLIONAIRE ANTHONY SCARAMUCCI WITH HIS MOST SPECIFIC BITCOIN CALL YET: "If you study the hash rate and you study the miner economics, this should recover in the 4th quarter of 2026, and we should be in a rising market in 2027." Hash rate: measures the computing power securing the Bitcoin network. When it recovers after miner capitulation, price historically follows. Miner economics: when the least efficient miners shut down at current prices, supply tightens. The cost floor becomes the price floor. Charles Schwab's research desk put the efficient miner production cost at $60,000. The network is near that floor right now. Scaramucci has been investing for 38 years. He is watching the same data the miners are watching. Q4 2026. Rising market in 2027. Mark the date.

WOLF Bitcoin

26,908 views • 1 month ago

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Macro Milk Road (Mar 2026)
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Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Macro Milk Road (Mar 2026)

Etherealize

34,149 views • 1 month ago

New episode: Spencer Huang is a Product Lead for NVIDIA Robotics, focusing on open-source simulation frameworks, synthetic data generation, and robot autonomy. Spencer breaks down RL breakthroughs unlocked by hardware, open-source simulation, synthetic data flywheels, the competitive landscape at the application layer, humanoid use cases, and more. 01:16 Favorite part of Jensen’s keynote 03:37 Sudden unlock of humanoid dance demos 07:17 Sim-to-real RL for manipulation 10:20 Open-source vs. proprietary tools 12:55 How developers can accelerate Cosmos 16:40 Competitive landscape at the application layer 20:57 Humanoids in home and care use cases
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New episode: Spencer Huang is a Product Lead for NVIDIA Robotics, focusing on open-source simulation frameworks, synthetic data generation, and robot autonomy. Spencer breaks down RL breakthroughs unlocked by hardware, open-source simulation, synthetic data flywheels, the competitive landscape at the application layer, humanoid use cases, and more. 01:16 Favorite part of Jensen’s keynote 03:37 Sudden unlock of humanoid dance demos 07:17 Sim-to-real RL for manipulation 10:20 Open-source vs. proprietary tools 12:55 How developers can accelerate Cosmos 16:40 Competitive landscape at the application layer 20:57 Humanoids in home and care use cases

The Humanoid Hub

25,006 views • 9 months ago

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered
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Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered

Etherealize

99,358 views • 3 months ago

BREAKING🚨: Legend of Ymir Whale Player LazyJoney Deleted His Character Worth More Than $1 Million USD • LazyJoney is a top player from Xaou (Asia 1), winners of the $1M Ymir Cup World Championship • But behind the victory, his frustration with Wemade had been building - from a controversial championship ruling to deeper issues within the game itself • LazyJoney initiated character deletion live on April 1st, most dismissed it as an April Fools joke • On April 4th, he streamed the final confirmation, the 3-day deletion timer had run out, and his character was gone for good #1: Ymir Cup Controversy • Last February during the Ymir Cup, controversy erupted after Xaou and Kings faced off in the championship match. • The game committee declared Xaou the winner based on a rule not found in the printed rulebook • Asia 3 (Kings) had the higher point total, but Asia 1 held the crown at match end, granting them additional points that decided the outcome • Wemade reportedly compensated Kings with the same prize amount as Xaou, effectively devaluing Xaou's win #2: Deeper Issues • LazyJoney also cited deeper issues: repetitive gameplay after Season 2, server imbalances, and bots flooding Xaou's server blocking real players from joining, all left unaddressed by Wemade LazyJoney's parting words on stream: "What is money? Only paper. Goodbye, Wemade."
2:42

BREAKING🚨: Legend of Ymir Whale Player LazyJoney Deleted His Character Worth More Than $1 Million USD • LazyJoney is a top player from Xaou (Asia 1), winners of the $1M Ymir Cup World Championship • But behind the victory, his frustration with Wemade had been building - from a controversial championship ruling to deeper issues within the game itself • LazyJoney initiated character deletion live on April 1st, most dismissed it as an April Fools joke • On April 4th, he streamed the final confirmation, the 3-day deletion timer had run out, and his character was gone for good #1: Ymir Cup Controversy • Last February during the Ymir Cup, controversy erupted after Xaou and Kings faced off in the championship match. • The game committee declared Xaou the winner based on a rule not found in the printed rulebook • Asia 3 (Kings) had the higher point total, but Asia 1 held the crown at match end, granting them additional points that decided the outcome • Wemade reportedly compensated Kings with the same prize amount as Xaou, effectively devaluing Xaou's win #2: Deeper Issues • LazyJoney also cited deeper issues: repetitive gameplay after Season 2, server imbalances, and bots flooding Xaou's server blocking real players from joining, all left unaddressed by Wemade LazyJoney's parting words on stream: "What is money? Only paper. Goodbye, Wemade."

Gaming Daily

26,974 views • 3 months ago

Etherealize CEO Vivek Raman: Banks are looking at Larry Fink and Ethereum “It’s impossible not to be bullish now. […] The [Ethereum] network has never been stronger, more resilient, or future-proofed to scale with Layer 2s plugged in and ready for the institutional moment right now. Asset price will follow.” “[BlackRock CEO] Larry Fink is a pioneer in the space. He has been a visionary, and his voice is heard and listened to by everyone else on Wall Street. The banks are looking at him. The asset managers are looking at him. He’s one of the leaders that’s digital assets-forward, and when he tokenized BUIDL — their money market fund — on Ethereum before there was regulatory clarity and before we got out of the Gensler SEC, that set the standard for Ethereum to be the default.” “Ever since then, the money in money market funds on Ethereum has multiplied. Stablecoins on Ethereum have multiplied. And now Larry Fink is coming in and saying, ‘We need one common blockchain’ so that we don’t have fragmentation and all tokenized assets can be in one place. That means Ethereum — it’s the best set up for it.” Source: The Rollup (Mar 2026)
1:14

Etherealize CEO Vivek Raman: Banks are looking at Larry Fink and Ethereum “It’s impossible not to be bullish now. […] The [Ethereum] network has never been stronger, more resilient, or future-proofed to scale with Layer 2s plugged in and ready for the institutional moment right now. Asset price will follow.” “[BlackRock CEO] Larry Fink is a pioneer in the space. He has been a visionary, and his voice is heard and listened to by everyone else on Wall Street. The banks are looking at him. The asset managers are looking at him. He’s one of the leaders that’s digital assets-forward, and when he tokenized BUIDL — their money market fund — on Ethereum before there was regulatory clarity and before we got out of the Gensler SEC, that set the standard for Ethereum to be the default.” “Ever since then, the money in money market funds on Ethereum has multiplied. Stablecoins on Ethereum have multiplied. And now Larry Fink is coming in and saying, ‘We need one common blockchain’ so that we don’t have fragmentation and all tokenized assets can be in one place. That means Ethereum — it’s the best set up for it.” Source: The Rollup (Mar 2026)

Etherealize

13,686 views • 4 months ago

“When the fake news is loudest, we're over our target.” 🚨 This is my full, exclusive conversation with FBI Director Kash Patel: 01:10 His reaction to rumors Trump was going to fire him. What happened in the Oval Office that day? 02:11 What's next for Comey case? 02:48 Culture changes at the FBI 07:11 Murder rates "down 25% from coast to coast" 08:00 The 764 online predator network targeting children 11:21 Recovering missing children 12:24 Inside the strategy against Antifa 13:49 Asia trip & China fentanyl deal 16:31 Drug traffickers scrambling to find fentanyl precursors? 17:32 How do we hold Beijing to its side of the deal? 20:19 Counterespionage arrests 21:56 Transnational repression by the CCP and others 23:58 The push for transparency 25:37 Response to controversies around FBI plane and security detail for his partner 28:39 What's next for Russiagate accountability? 30:34 The "burn bags"
32:41

“When the fake news is loudest, we're over our target.” 🚨 This is my full, exclusive conversation with FBI Director Kash Patel: 01:10 His reaction to rumors Trump was going to fire him. What happened in the Oval Office that day? 02:11 What's next for Comey case? 02:48 Culture changes at the FBI 07:11 Murder rates "down 25% from coast to coast" 08:00 The 764 online predator network targeting children 11:21 Recovering missing children 12:24 Inside the strategy against Antifa 13:49 Asia trip & China fentanyl deal 16:31 Drug traffickers scrambling to find fentanyl precursors? 17:32 How do we hold Beijing to its side of the deal? 20:19 Counterespionage arrests 21:56 Transnational repression by the CCP and others 23:58 The push for transparency 25:37 Response to controversies around FBI plane and security detail for his partner 28:39 What's next for Russiagate accountability? 30:34 The "burn bags"

Jan Jekielek

173,111 views • 8 months ago

E127: Ripple, how we built Crypto solutions banks actually trust A couple of weeks ago, I sat down with Chris Larsen, the Co-founder, Executive Chairman, and former CEO of Ripple, the company reshaping how money moves globally with crypto-powered payments and custody Timestamps 0:00 Introduction 2:03 Partnerships Jupiter,KAST (old),,Sui,Forza! BTC,Mantle 2:43 Why Singapore Leads Crypto 3:59 Knowing When to Step Down 6:16 Zero to One Mindset 7:43 Solving Climate and Governance 9:55 Trezor Sponsorships 10:49 California’s Housing Crisis 14:20 America’s Drug Problem 17:45 Mental Health Crisis 20:45 Success Fueled by Anger 22:41 Letting Go of Anger 23:40 Credit Scores Kept Secret 25:54 Credit Data Transparency Battle 27:58 Early Days of ELoan 28:34 The Realities of IPOs 31:40 Cryptocurrencies Fascination 34:16 What is Ripple? 37:03 Biggest Achievement at Ripple 38:11 Family Over Business Trips 39:19 Balancing Speed and Compliance 42:56 Thinking Generationally 43:59 What is XRP? 47:09 XRP’s 10-Year Track Record 51:00 Investing in Yellow Network 51:46 Luck Isn’t Just Chance 52:31 Concluding Remarks
52:43

E127: Ripple, how we built Crypto solutions banks actually trust A couple of weeks ago, I sat down with Chris Larsen, the Co-founder, Executive Chairman, and former CEO of Ripple, the company reshaping how money moves globally with crypto-powered payments and custody Timestamps 0:00 Introduction 2:03 Partnerships Jupiter,KAST (old),,Sui,Forza! BTC,Mantle 2:43 Why Singapore Leads Crypto 3:59 Knowing When to Step Down 6:16 Zero to One Mindset 7:43 Solving Climate and Governance 9:55 Trezor Sponsorships 10:49 California’s Housing Crisis 14:20 America’s Drug Problem 17:45 Mental Health Crisis 20:45 Success Fueled by Anger 22:41 Letting Go of Anger 23:40 Credit Scores Kept Secret 25:54 Credit Data Transparency Battle 27:58 Early Days of ELoan 28:34 The Realities of IPOs 31:40 Cryptocurrencies Fascination 34:16 What is Ripple? 37:03 Biggest Achievement at Ripple 38:11 Family Over Business Trips 39:19 Balancing Speed and Compliance 42:56 Thinking Generationally 43:59 What is XRP? 47:09 XRP’s 10-Year Track Record 51:00 Investing in Yellow Network 51:46 Luck Isn’t Just Chance 52:31 Concluding Remarks

MR SHIFT 🦁

138,237 views • 1 year ago

🇺🇸🇨🇳 ORBITAL LAUNCHES IN 2025: USA AND CHINA DOMINATE, NEW ZEALAND TIES RUSSIA WITH 17 The orbital launch race in 2025 was a clear two-horse show: the United States and China led the pack by a massive margin, while New Zealand quietly matched Russia with 17 successful launches to orbit. From 1957 to 2025, the cumulative chart tells the story of space history: the USA towers at 1,185 attempts (far ahead), China surged in recent years to 93 in 2025 alone, Russia/USSR historically strong but slowed to 17 this year, India steady at 13, and New Zealand's Rocket Lab driving its impressive 17, matching Russia's total despite the vast difference in resources. The "Other" category includes smaller players, but the gap is stark: USA and China alone accounted for the overwhelming majority of activity in 2025. This shift highlights the changing space landscape, private companies like Rocket Lab punching way above their weight, while traditional powers adjust to new realities. 2025 was a year of acceleration, and 2026 looks set to push even further. Source: SpaceNews, Charted Daily, China 'N Asia Spaceflight 🚀𝕏 🛰️
0:12

🇺🇸🇨🇳 ORBITAL LAUNCHES IN 2025: USA AND CHINA DOMINATE, NEW ZEALAND TIES RUSSIA WITH 17 The orbital launch race in 2025 was a clear two-horse show: the United States and China led the pack by a massive margin, while New Zealand quietly matched Russia with 17 successful launches to orbit. From 1957 to 2025, the cumulative chart tells the story of space history: the USA towers at 1,185 attempts (far ahead), China surged in recent years to 93 in 2025 alone, Russia/USSR historically strong but slowed to 17 this year, India steady at 13, and New Zealand's Rocket Lab driving its impressive 17, matching Russia's total despite the vast difference in resources. The "Other" category includes smaller players, but the gap is stark: USA and China alone accounted for the overwhelming majority of activity in 2025. This shift highlights the changing space landscape, private companies like Rocket Lab punching way above their weight, while traditional powers adjust to new realities. 2025 was a year of acceleration, and 2026 looks set to push even further. Source: SpaceNews, Charted Daily, China 'N Asia Spaceflight 🚀𝕏 🛰️

Mario Nawfal

26,011 views • 6 months ago

At 26, Chad Byers invested $250k into Robinhood after everyone passed. That bet turned into $400M+. Before he wrote the check, two experts told him: “This was tried in the 2000s. It will never work.” He still wrote the check. Later, an expert warned him off Plaid. He listened and missed out on millions. Chad’s takeaway is not “ignore experts.” It is this: experts explain how the system works today. They are worse at seeing when the system is about to change. In this week’s episode of The Library of Minds, the co-founder of Susa Ventures breaks down the full Robinhood story, his unicorn filter, the new data moat, and what comes after AI. 1:45 - To make money, don’t listen to the experts 2:50 - Inventing the “data moat” thesis 5:05 - How to Find “Spiky” People 8:10 - Why 48-Hour Deal Cycles are a Mistake 10:40 - The crumbling SaaS moat 16:55 - “Oh shit, oh fuck” is the real startup journey 18:00 - How Chad raised Fund I with no track record 22:50 - When to act on your conviction 25:39 - How living w Neuralink founders shaped his diligence 27:50 - What comes after the AI wave
30:32

At 26, Chad Byers invested $250k into Robinhood after everyone passed. That bet turned into $400M+. Before he wrote the check, two experts told him: “This was tried in the 2000s. It will never work.” He still wrote the check. Later, an expert warned him off Plaid. He listened and missed out on millions. Chad’s takeaway is not “ignore experts.” It is this: experts explain how the system works today. They are worse at seeing when the system is about to change. In this week’s episode of The Library of Minds, the co-founder of Susa Ventures breaks down the full Robinhood story, his unicorn filter, the new data moat, and what comes after AI. 1:45 - To make money, don’t listen to the experts 2:50 - Inventing the “data moat” thesis 5:05 - How to Find “Spiky” People 8:10 - Why 48-Hour Deal Cycles are a Mistake 10:40 - The crumbling SaaS moat 16:55 - “Oh shit, oh fuck” is the real startup journey 18:00 - How Chad raised Fund I with no track record 22:50 - When to act on your conviction 25:39 - How living w Neuralink founders shaped his diligence 27:50 - What comes after the AI wave

Dara

118,513 views • 4 months ago

US tech investors are leaving money on the table - they don't even know it. Sinan Xin is Managing Partner at Amber Road Investors LP, where he runs a long/short EM tech book spanning China, Latin America, Southeast Asia & beyond. A Penn economics graduate, he ran the Internet, Software & Payments book at Citadel's Surveyor Capital, and has been investing in EM tech since before the Alibaba IPO. "There are companies in EM tech growing faster than developed market peers, run more efficiently, trading at significantly cheaper multiples - and that's 2026." We cover: - Why e-commerce behaves the same globally but fintech is radically different culture-to-culture - The specific framework for building conviction in stocks you have no cultural home advantage in - How private VC relationships in Brazil, Singapore & Mexico surface public inflections 6-12 months before the Street - Why cross-EM correlation is structurally lower than within the S&P — & how that changes your risk math - The Brazilian fintech trade in 2022: how less VC capital = less competition = path to profitability nobody priced - Running longs & shorts across Latin America, China, Central Asia, Middle East & Southeast Asia in one book - Why US-centric funds will always cut EM positions first & why that's your edge, not your risk Highlights: 00:00 How Sinan Xin Builds Edge in Emerging Markets Tech 02:07 Understanding Culture and Tech in Emerging Markets Investing 04:25 Sinan’s Process: Seeking Change and Primary Research 11:23 Building a Resilient Portfolio in Volatile Emerging Markets 25:05 The Human Element: Relationships and Scar Tissue as Edge 31:07 Why Understanding Behavior Is the Most Durable Edge 40:03 Finding Career Alpha Beyond Rational Economic Outcomes 55:43 The Sum of Individuality: Sinan’s Firm’s Distinct Edge
59:57

US tech investors are leaving money on the table - they don't even know it. Sinan Xin is Managing Partner at Amber Road Investors LP, where he runs a long/short EM tech book spanning China, Latin America, Southeast Asia & beyond. A Penn economics graduate, he ran the Internet, Software & Payments book at Citadel's Surveyor Capital, and has been investing in EM tech since before the Alibaba IPO. "There are companies in EM tech growing faster than developed market peers, run more efficiently, trading at significantly cheaper multiples - and that's 2026." We cover: - Why e-commerce behaves the same globally but fintech is radically different culture-to-culture - The specific framework for building conviction in stocks you have no cultural home advantage in - How private VC relationships in Brazil, Singapore & Mexico surface public inflections 6-12 months before the Street - Why cross-EM correlation is structurally lower than within the S&P — & how that changes your risk math - The Brazilian fintech trade in 2022: how less VC capital = less competition = path to profitability nobody priced - Running longs & shorts across Latin America, China, Central Asia, Middle East & Southeast Asia in one book - Why US-centric funds will always cut EM positions first & why that's your edge, not your risk Highlights: 00:00 How Sinan Xin Builds Edge in Emerging Markets Tech 02:07 Understanding Culture and Tech in Emerging Markets Investing 04:25 Sinan’s Process: Seeking Change and Primary Research 11:23 Building a Resilient Portfolio in Volatile Emerging Markets 25:05 The Human Element: Relationships and Scar Tissue as Edge 31:07 Why Understanding Behavior Is the Most Durable Edge 40:03 Finding Career Alpha Beyond Rational Economic Outcomes 55:43 The Sum of Individuality: Sinan’s Firm’s Distinct Edge

Ethan Kho

66,423 views • 5 months ago

BREAKING: Kazakhstan is the new destination for incorporation for crypto & tech companies. Today, their special economic zone AIFC is home to 3800+ global companies and over $14.5 billion in investments. We sat down with Governor Renat Bekturov to hear how this all went down. Highlights: 02:40 – How AIFC went from 0 to 3800 companies 05:12 - AIFC Ranked #1 Financial Center in Eastern Europe & Central Asia 06:11 – Kazakhstan’s new Digital-Assets Law 07:37 – Tokenization & upcoming digital-derivatives framework 08:43 - AIFC trusted by global community as a "wide jurisdiction" 10:19 – Why global giants are choosing Astana 12:00 - AIX's partnership w/ Nasdaq & Shanghai Stock Exchange 12:47 - Arsenal fan & taking lessons for sports 14:14 – Boosting financial-literacy in the region 16:37 - AFSA regulator "open to any ideas" 17:21 - "The future is tokenization" 18:53 – Life in Astana: family-friendly & warm hospitality We're honored to have Governor Renat Bekturov speaking at SEZ Kazakhstan today. See you there!
20:45

BREAKING: Kazakhstan is the new destination for incorporation for crypto & tech companies. Today, their special economic zone AIFC is home to 3800+ global companies and over $14.5 billion in investments. We sat down with Governor Renat Bekturov to hear how this all went down. Highlights: 02:40 – How AIFC went from 0 to 3800 companies 05:12 - AIFC Ranked #1 Financial Center in Eastern Europe & Central Asia 06:11 – Kazakhstan’s new Digital-Assets Law 07:37 – Tokenization & upcoming digital-derivatives framework 08:43 - AIFC trusted by global community as a "wide jurisdiction" 10:19 – Why global giants are choosing Astana 12:00 - AIX's partnership w/ Nasdaq & Shanghai Stock Exchange 12:47 - Arsenal fan & taking lessons for sports 14:14 – Boosting financial-literacy in the region 16:37 - AFSA regulator "open to any ideas" 17:21 - "The future is tokenization" 18:53 – Life in Astana: family-friendly & warm hospitality We're honored to have Governor Renat Bekturov speaking at SEZ Kazakhstan today. See you there!

FORMA

93,871 views • 1 year ago

Get ready for the week of Web3 Celebration with XDC Network in Dubai, packed with enlightening events tailored for enthusiasts, developers, and professionals in the blockchain and web3 space. Habibi Welcome to Dubai! XDC Network is a silver sponsor at the Token 2049 in Dubai! XDC Network, as a silver sponsor at TOKEN2049 , invites you to explore the forefront of blockchain innovation. Join XDC Network at this premier event to explore cutting-edge blockchain innovations and connect with industry leaders. 📅 Event Dates: April 18-19, 2024 📍 Location: Madinat Jumeirah, Dubai, UAE 📌 Visit Us: Booth No. M41 🔗Website: XDC Network is a Premier sponsor at the ETH Dubai! As a Premier sponsor at ETHDubai , XDC Network invite devs to build on XDC Network and join tech forum for any query, also use our dev-friendly AI, Join XDC Network at ETHDubai Dev Conf & hackathon 📅 Event Dates: April 20-21, 2024 📍 Location: Le Meridien Dubai Hotel & Conference Centre, Dubai, UAE 📌 Visit Us: Booth No. 1 🔗Website: The list of Events held at XDC Dev Center Dubai: 📍 Location: S2308, Emirates Financial Towers, DIFC, Dubai, UAE Blockdaemon & XDC Network Masterclass in Dubai Join Blockdaemon 😈 , #XDCNetwork, Crypto Oasis , and Prime Numbers Labs at the exclusive masterclass to learn about blockchain technology and connect with a vibrant community. 📅 Event Dates: April 15, 2024 ⌚️ Time: 2:00 PM - 5:00 PM GMT+4 🎫 Register: Future Money: Fintech, AI, and Web3 Book Launch Book launch event for "Future Money: Fintech, AI, and Web3" by the esteemed Ronit Ghose . This event is not just a celebration of groundbreaking ideas but a convergence of visionaries shaping financial technology's future. 📅 Event Dates: April 16, 2024 ⌚️ Time: 5:00 PM - 7:00 PM GMT+4 🎫 Register: LegalTech Mirage: Unraveling Web3 and AI Potential in UAE Join us for an insightful panel discussion delving into the intriguing realm of "LegalTech Mirage: Unraveling Web3 and AI Potential in UAE." In this dynamic conversation, esteemed experts will explore the transformative influence of AI and Web3 technologies on legal frameworks with Law Blocks AI ( $LBT ) . 📅 Event Dates: April 17, 2024 ⌚️ Time: 11:00 AM - 1:00 PM GMT+4 🎫 Register: RWA Opportunities in the XDC Ecosystem ​The XDC Network is positioning itself as a hub for innovation in Real-World Asset (RWA) tokenization. XDC Ecosystems Fathom , XDC Trade Network , @TradeFinex , Zoth , ComTech , Crypto Oasis , WeFi , TradeTogether , and Plugin (PLI) are coming together. 📅 Event Dates: April 17, 2024 ⌚️ Time: 3:00 PM - 6:00 PM GMT+4 🎫 Register: The Next Frontier of Crypto Adoption: Joining Forces with Centralized Exchanges ​Frame your meetup as a call to action for web3 builders to embrace centralized exchanges as strategic partners in driving mainstream adoption and accessibility for their projects with Bitrue and #XDCNetwork. 📅 Event Dates: April 18, 2024 ⌚️ Time: 3:00 PM - 6:00 PM GMT+4 🎫 Register: Women in Crypto: Empowering the Future of Blockchain ​In collaboration with XDC Network and CryptoFemale☂️ , we are thrilled to invite you to an inspiring side event dedicated to empowering women in the cryptocurrency and blockchain industry. 📅 Event Dates: April 19, 2024 ⌚️ Time: 3:00 PM - 6:00 PM GMT+4 🎫 Register: Bridging the Gap: Web3 Adoption for Businesses Brunch and Network - 'Bridging the Gap: Web3 Adoption for Businesses' with Web5 Nexus (Business Layer Of Web3) in association with Law Blocks AI ( $LBT ) , #XDC and QuillAudits 📅 Event Dates: April 15, 2024 ⌚️ Time: 9:00 AM - 12:00 PM GMT+4 🎫 Register: Tokenization of Real World Assets: Recent policy developments and product innovations in digital assets. ​Discover how blockchain technology is revolutionizing the way real-world assets are tokenized and traded, unlocking new opportunities for investors, businesses, and the global economy. This gathering brings together industry leaders and experts from regulators, institutions, XDC ecosystem partners, and prominent liquidity providers. André Casterman 🇦🇪 Saloi Naturopathic #WeAreXDC Billy Adams 📅 Event Dates: April 22, 2024 ⌚️ Time: 1:00 PM - 6:00 PM GMT+4 🎫 Register: Each event offers unique opportunities for learning, networking, and innovation, making the week an essential destination for anyone keen on the future of technology and finance. Whether you're a developer, investor, or enthusiast, there's something here for you. #ETHDubai #TOKEN2049 #Dubai #EventsinDubai #XDCNetwork
0:50

Get ready for the week of Web3 Celebration with XDC Network in Dubai, packed with enlightening events tailored for enthusiasts, developers, and professionals in the blockchain and web3 space. Habibi Welcome to Dubai! XDC Network is a silver sponsor at the Token 2049 in Dubai! XDC Network, as a silver sponsor at TOKEN2049 , invites you to explore the forefront of blockchain innovation. Join XDC Network at this premier event to explore cutting-edge blockchain innovations and connect with industry leaders. 📅 Event Dates: April 18-19, 2024 📍 Location: Madinat Jumeirah, Dubai, UAE 📌 Visit Us: Booth No. M41 🔗Website: XDC Network is a Premier sponsor at the ETH Dubai! As a Premier sponsor at ETHDubai , XDC Network invite devs to build on XDC Network and join tech forum for any query, also use our dev-friendly AI, Join XDC Network at ETHDubai Dev Conf & hackathon 📅 Event Dates: April 20-21, 2024 📍 Location: Le Meridien Dubai Hotel & Conference Centre, Dubai, UAE 📌 Visit Us: Booth No. 1 🔗Website: The list of Events held at XDC Dev Center Dubai: 📍 Location: S2308, Emirates Financial Towers, DIFC, Dubai, UAE Blockdaemon & XDC Network Masterclass in Dubai Join Blockdaemon 😈 , #XDCNetwork, Crypto Oasis , and Prime Numbers Labs at the exclusive masterclass to learn about blockchain technology and connect with a vibrant community. 📅 Event Dates: April 15, 2024 ⌚️ Time: 2:00 PM - 5:00 PM GMT+4 🎫 Register: Future Money: Fintech, AI, and Web3 Book Launch Book launch event for "Future Money: Fintech, AI, and Web3" by the esteemed Ronit Ghose . This event is not just a celebration of groundbreaking ideas but a convergence of visionaries shaping financial technology's future. 📅 Event Dates: April 16, 2024 ⌚️ Time: 5:00 PM - 7:00 PM GMT+4 🎫 Register: LegalTech Mirage: Unraveling Web3 and AI Potential in UAE Join us for an insightful panel discussion delving into the intriguing realm of "LegalTech Mirage: Unraveling Web3 and AI Potential in UAE." In this dynamic conversation, esteemed experts will explore the transformative influence of AI and Web3 technologies on legal frameworks with Law Blocks AI ( $LBT ) . 📅 Event Dates: April 17, 2024 ⌚️ Time: 11:00 AM - 1:00 PM GMT+4 🎫 Register: RWA Opportunities in the XDC Ecosystem ​The XDC Network is positioning itself as a hub for innovation in Real-World Asset (RWA) tokenization. XDC Ecosystems Fathom , XDC Trade Network , @TradeFinex , Zoth , ComTech , Crypto Oasis , WeFi , TradeTogether , and Plugin (PLI) are coming together. 📅 Event Dates: April 17, 2024 ⌚️ Time: 3:00 PM - 6:00 PM GMT+4 🎫 Register: The Next Frontier of Crypto Adoption: Joining Forces with Centralized Exchanges ​Frame your meetup as a call to action for web3 builders to embrace centralized exchanges as strategic partners in driving mainstream adoption and accessibility for their projects with Bitrue and #XDCNetwork. 📅 Event Dates: April 18, 2024 ⌚️ Time: 3:00 PM - 6:00 PM GMT+4 🎫 Register: Women in Crypto: Empowering the Future of Blockchain ​In collaboration with XDC Network and CryptoFemale☂️ , we are thrilled to invite you to an inspiring side event dedicated to empowering women in the cryptocurrency and blockchain industry. 📅 Event Dates: April 19, 2024 ⌚️ Time: 3:00 PM - 6:00 PM GMT+4 🎫 Register: Bridging the Gap: Web3 Adoption for Businesses Brunch and Network - 'Bridging the Gap: Web3 Adoption for Businesses' with Web5 Nexus (Business Layer Of Web3) in association with Law Blocks AI ( $LBT ) , #XDC and QuillAudits 📅 Event Dates: April 15, 2024 ⌚️ Time: 9:00 AM - 12:00 PM GMT+4 🎫 Register: Tokenization of Real World Assets: Recent policy developments and product innovations in digital assets. ​Discover how blockchain technology is revolutionizing the way real-world assets are tokenized and traded, unlocking new opportunities for investors, businesses, and the global economy. This gathering brings together industry leaders and experts from regulators, institutions, XDC ecosystem partners, and prominent liquidity providers. André Casterman 🇦🇪 Saloi Naturopathic #WeAreXDC Billy Adams 📅 Event Dates: April 22, 2024 ⌚️ Time: 1:00 PM - 6:00 PM GMT+4 🎫 Register: Each event offers unique opportunities for learning, networking, and innovation, making the week an essential destination for anyone keen on the future of technology and finance. Whether you're a developer, investor, or enthusiast, there's something here for you. #ETHDubai #TOKEN2049 #Dubai #EventsinDubai #XDCNetwork

XDC Network

77,307 views • 2 years ago

Biden acts weird again during public appearances This time, the American president said that he spoke with French President Mitterrand on the sidelines of the G7 summit in the UK. However, Mitterrand died in 1996, and served as president from 1981 to 1995. 📝 “I sat down and said: “America is back.” And Mitterrand from Germany - I mean from France - looked at me and asked: “Well, how long has she been back?” Biden said. Not only did Biden confuse Germany with France, but he also mistook Macron for Mitterrand. However, as data from a recent survey have shown, the majority of Americans are already confident that the US President is gradually losing his mind, although the media is hushing up this. Ostashko reports
1:27

Biden acts weird again during public appearances This time, the American president said that he spoke with French President Mitterrand on the sidelines of the G7 summit in the UK. However, Mitterrand died in 1996, and served as president from 1981 to 1995. 📝 “I sat down and said: “America is back.” And Mitterrand from Germany - I mean from France - looked at me and asked: “Well, how long has she been back?” Biden said. Not only did Biden confuse Germany with France, but he also mistook Macron for Mitterrand. However, as data from a recent survey have shown, the majority of Americans are already confident that the US President is gradually losing his mind, although the media is hushing up this. Ostashko reports

Zlatti71

19,490 views • 2 years ago

A Century of Left Wing Violence Lara speaks with Daily Wire investigative reporter Luke Rosiak about his explosive multi-part investigation into healthcare fraud in Ohio. Luke details how one building alone billed taxpayers for 66 million dollars through 94 separate LLCs and describes the many “ghost offices” he uncovered during his investigation. Luke also explains what steps the Trump administration could take to crack down on massive government fraud and abuse. Later in the episode Lara is joined by senior writer for the National Review and author of the upcoming book Blood and Progress: A Century of Left Wing Violence in America, Noah Rothman. Noah breaks down the long history of political violence from the left in the United States and explains why many of the recent incidents we are seeing today are not isolated events. Lara and Noah discuss how radical rhetoric on college campuses and at universities has helped fuel political extremism and normalize dangerous behavior.
34:19

A Century of Left Wing Violence Lara speaks with Daily Wire investigative reporter Luke Rosiak about his explosive multi-part investigation into healthcare fraud in Ohio. Luke details how one building alone billed taxpayers for 66 million dollars through 94 separate LLCs and describes the many “ghost offices” he uncovered during his investigation. Luke also explains what steps the Trump administration could take to crack down on massive government fraud and abuse. Later in the episode Lara is joined by senior writer for the National Review and author of the upcoming book Blood and Progress: A Century of Left Wing Violence in America, Noah Rothman. Noah breaks down the long history of political violence from the left in the United States and explains why many of the recent incidents we are seeing today are not isolated events. Lara and Noah discuss how radical rhetoric on college campuses and at universities has helped fuel political extremism and normalize dangerous behavior.

Lara Trump

47,508 views • 2 months ago