Discover and read the best of Twitter Threads about #TigerGlobal
Most recents (3)
🔥 投票火热进行中～
👀一起看看 #PANews PARTY AWARD 2023各奖项的候选者，190多个候选名单主要为自主报名及社区推荐
👀Let's take a look at the list of candidates for the PANews PARTY AWARD 2023. Over 190 candidates were primarily self-nominated or recommended by the community. 🧵⬇️
👀一起看看 #PANews PARTY AWARD 2023各奖项的候选者，190多个候选名单主要为自主报名及社区推荐
👀Let's take a look at the list of candidates for the PANews PARTY AWARD 2023. Over 190 candidates were primarily self-nominated or recommended by the community. 🧵⬇️
🏆 OUTSTANDING CONTRIBUTION OF THE YEAR 年度最具贡献（入围名单）
✨@Beosin_com
✨@Delphi_Digital
✨@DuneAnalytics
✨@ethereum
✨@MessariCrypto
✨@numencyber
✨@optimismFND
✨@paradigm
🎫投票:panewslab.com/party/2023/vote
✨@Beosin_com
✨@Delphi_Digital
✨@DuneAnalytics
✨@ethereum
✨@MessariCrypto
✨@numencyber
✨@optimismFND
✨@paradigm
🎫投票:panewslab.com/party/2023/vote
🏆 MOST INNOVATIVE APPLICATION OF THE YEAR 年度最佳创新（入围名单）
✨@BendDAO
✨@blur_io
✨@CelestiaOrg
✨@DeBox_Social
✨@EthStorage
✨@fraxfinance
✨@GetaverseGlobal
✨@LayerZero_Labs
✨@OpenEx_HQ
✨@solcialofficial
✨@taskonxyz
🎫投票:panewslab.com/party/2023/vote
✨@BendDAO
✨@blur_io
✨@CelestiaOrg
✨@DeBox_Social
✨@EthStorage
✨@fraxfinance
✨@GetaverseGlobal
✨@LayerZero_Labs
✨@OpenEx_HQ
✨@solcialofficial
✨@taskonxyz
🎫投票:panewslab.com/party/2023/vote
1/ #SBF might have ignited the FINAL death spiral
🧵A thread on why an #FTX bankruptcy is the #Lehman of #DeFi
#CZBinance #FTT #SamBankman #BlockFi #DeFi
🧵A thread on why an #FTX bankruptcy is the #Lehman of #DeFi
#CZBinance #FTT #SamBankman #BlockFi #DeFi
2/ With $2+bn raised, support from virtually every tier 1 fund, a $32bn valuation, 1.2m wallets & $10bn in deposits, #FTX was 2nd to none other than the man that triggered their bank run - #CZ's #Binance.
3/ As @FTX_Official files for bankruptcy, what's left are 100K+ creditors, $10+bn in liabilities, and... a new high score on a certain graph
Lets talk about late-stage dynamics and what's happening in the market. TL:DR - valuations will continue to go up as crossover funds continue to aggressively lead rounds. Here's how I see it 👇
First, some back of the envelope math re: #TigerGlobal latest fund ($6.65B). Lets assume its 75%/25% initial to follow on capital. That means they need to deploy $4.5B net of fees initially. To deploy $4.5B, if you write $50-$100M checks,
you need to write 45-90 checks into companies, which means many check sizes are likely going to be north of $100M. All this while watching #d1capital, #durablecapital, #coatue, @altcap, #greenoakscapital, etc. aggressively compete for deals - which means each is winning on speed,
