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. 🧵⬇️
🏆 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
🏆 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
Read 19 tweets
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 Image
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 Image
Read 22 tweets
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,
Read 6 tweets

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