@KD2Moon Profile picture

KD

@KD2Moon

Crypto @FoliusVentures, contributor @bidclubio | Prev @Sequoia | @Yale

Joined July 2018
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KD Reposted

phantom ranking way above coinbase on the appstore should tell u this is the first cycle ever where a large number of new users go straight onchain bypassing cexes this is progress


KD Reposted

Solana applications just flipped Ethereum applications in total revenue generated. Total application revenue is one the strongest indicators of value creation in an ecosystem, and Solana is now in the lead.

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AI/Meme/PayFi. The flipping is happening $SOL

选择在去年9月重仓Sol,不持有ETH,我的观点如下。 Solana最大的价值在于和以太坊的差异化。从技术上看,Integrated or modular并无优劣之分,甚至从长期来看,modularity是一个平台/网络发展的最优解。但为什么看好Solana?…

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KD Reposted

eigen >< mega zu mega drop #1


KD Reposted

I rest my case

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Actually defining what Ethereum is intended to be/solve, how, then everyone focusing/rallying around that vision Kyle is correct imo that Ethereum has lacked a North Star, that’s why we end up with stuff like the whole L1 being mostly ignored for yrs x.com/jon_charb/stat…



Is running blockchain network a software or hardware business?


KD Reposted

🚨 Scenius Studio (Episode #48) In this episode, I sit down with Jason Kam (@MapleLeafCap), Founder of @FoliusVentures Folius has become a preeminent blockchain venture firm focused on the application layer, with a strong focus on China-based founders and companies. While…


KD Reposted

- 尼古丁成瘾性 = 持续长久的纯消费场景,不求回报。资产投资的背后回报逻辑完整。 - 戒烟赚钱 = 叙事正统性 + 对潜在亏损的合理化 ("虽然亏了钱,至少尝试了戒烟,更健康了")降低了参与者厌恶感。 - “可以免费抽烟并戒烟" + 利润分成 的打法 = 有可能大幅度提高推广效率及付费 / 投资意愿…

We're thrilled to announce Puffpaw has secured $6M in seed funding. We’re taking vaping to the next level with our “vape to quit smoking & earn” model built on @Berachain



ETH vs. SOL to some extent is (cryptoeconomic)security vs. scalability and consequently ETH restaking vs. SOL restaking is security marketplace vs. blockspace marketplace. Security tends to be a more global and emergent property whereas scalability is a more local and direct…

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Prioritize product/UX/DX, then decentralize progressively

All these fragmentation issues of ETH L2s were pointed out years ago. I still consider this one of the best thesis on the debate between modular and monolithic architecture multicoin.capital/2021/05/25/tec…



KD Reposted

Solana's contribution to crypto is the very silicon valley notion of the supremacy of product. You can't forever just publish research in blockchain Latin or Sanskrit, get an endorsement from the OGs, and launch a token worth billions


KD Reposted

Still the case - unswayed by short-term price action.

$SOL to $1,000 could be conservative.



KD Reposted

Don't midcurve the Trump Bitcoin speech. Bitcoin as a US strategic reserve asset will kick off nation state fomo. I expect the more nimble sovereign wealth funds to try to front run the slower moving ones.


KD Reposted

We are thrilled to announce our investment in @PlutoVisionLabs behind @CatizenAI, along with Binance Labs, TOP, and HashKey. Folius sees tremendous potential in the Telegram x $TON ecosystem, with a wave of H5 mini-app developers expected in the next 3-6 months. We believe…

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KD Reposted

I suspect the biggest arb in crypto over the next 3 years will be western capital that can effectively source Chinese deal flow The crypto adoption story is an emerging market story more than anything (crypto is just less important if you are earning 5% on USD in your JPM…

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KD Reposted

"If you're going to try, go all the way. Otherwise, don't even start." About time that a team pushes the scaling design to the absolute limit that aims for: - highest thruput technically possible, - at lowest cost economically possible, - w/ just enough game-theoretic security…

Proud to announce MegaETH's $20M Seed Round MegaETH is the first Real-Time Blockchain, streaming transactions at 100,000 TPS with millisecond latency Our mission is to turn cutting-edge ideas into everyday reality with fully onchain, interactive & sophisticated apps ✨Story…



KD Reposted

The race to become the de-facto Steam / Animoca on $TON starts now, and we like @CatizenAI as the current frontrunner. Read Folius Report here (EN): docsend.com/view/xqqbnterz… ---------- After spending time on Telegram x $TON, it’s becoming clear to us that in the next 3-6…

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A really insightful talk w/ Howard @0xHoward_Peng Bullish $TON

I received questions during today's call with @KD2Moon from @FoliusVentures The questions are not listed in order of importance; they are just notes from my mind and reflect my personal viewpoints. Here are some casually recorded questions and my personal discussions: 1⃣ What…



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