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27 Nov, 4 tweets, 1 min read
$人民 成为当红炸子鸡背后啊，固然与凶残的游资流动性，良好的筹码结构，和极具煽动性的共情感受密不可分，但是也要考虑在Web3新范式下，这种现象的背后意味着什么？

我只想到了罗隐的那句"时来天地皆同力”。
Web2注意力时代，时代尖端的个体，便能凭一己之力将世界的目光集中，透过甲方付费方式直接变现。但随着Web3价值网络诞生，万千的喜爱，支持，合作，协同，以及资源协调和利益分配，则能透过代币和智能合约无缝调度。
这个时候的个人或者小型组织，其对于单一目的的实现能力，影响力，及变现能力与Web2相比，应该能是其10-100倍。原先的微信社群，那充其量是个书生茶馆；但是现在我们所理解的DAO，则能够因为能直接挂钩经济资源，真正成为革命的大本营。
这种个人和集体资源聚合及变现能力的核爆，估计中本聪当时散播火种时候也未曾预料到。真是印证了那句 “不必时时怀念我，也不要指望我回来，我离开以后，你们就是我，人民万岁！”

最后一句，$PEOPLE 币风险极大，炒作MEME币当心被砍。请务必审慎投机，这边只是抒发一下个人感受，完全不构成投资建议。

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More from @MapleLeafCap

MapleLeafCap Profile picture
13 Nov
0 – Got involved w/ @rct_ai; after YC-funding + years of hard work in AI generated content, it’s now leveraging its R&D to explore 3 interesting (& lucrative) GameFi primitives:

- Bots-as-a-service for P2E
- Matrix of NFT-enabled casual games
- AAA Open-world & MMO & FPS title
1 – rct’s “botting” arm @DeterrenceAI basically aims to automate in-game actions specifically targeting P2E games. In other words, instead of needing actual real people to “farm” say $SLP in Axie, there’s no reason why rct’s bot can’t do it.
2 – Machines already automate most of our lives today, & it seems likely that players, DAOs, and guilds will soon “employ” them in P2E games – I could see game devs hating it, but it’s probably best to embrace & tweak in-game econ than to fight the inevitable.
Read 13 tweets
MapleLeafCap Profile picture
21 Oct
I'm looking for a Research Partner to help buidl @FoliusVentures together.

If you an ex-founder / prop / HF / big tech / degen ready to explore everything out there in Web3, this is for you.
1. The gig:

- lead both public and private investment ideas, full process from A-to-Z, multichain
- help projects in many ways (buidl, tokenecon, biz dev, audit, etc)
- write fire research threads / decks, get ready for podcasts and interviews
2. The ask:

- you are an expert in some Web3 domain(s) and can run circles around me
- you write (much+++) better code than me
- we see eye to eye on what a "good investment" is
- you are really in it for the tech
- you are fluent in >= 1 language(s) aside from English
Read 6 tweets
MapleLeafCap Profile picture
25 Sep
Been noodling on this Bybit $BIT token for some time. Haven't formed a strong view yet, but I think it might be the cheapest trailing FDV / stakeholder rev. project in the exchange sector today. @QuirkyQwerty_ had a good post about it a week back:
To put it in context, the CEX clears $8-10 Bn of futures volume / day on its gross fee of 5 bps translates to almost 2.5-3 mm of cash (50% of gross fee) going directly into Bitdao treasury / day, almost $1 Bn / year. The treasury already has ~$500+ mm ETH/USD + ~$4 Bn of BIT.
In TradFi speak, $BIT = stonk at 15-20x P/FCF w/ a bal sht of 500 mm cash & can use its 4 Bn $BIT to do deals. 1 thing to note is that while gross fees is 5 bps, after rebate / ref, disc, etc net-fee could be ~2.5-3.5 bps: Bybit is flowing most of its gross profit to Bitdao.
Read 10 tweets
MapleLeafCap Profile picture
31 Aug
This one hits home. Turns out the moments one tend to remember are the paths not taken:

- Out of college my friend/ roommate ask me to join him as cofounder of a new lending solution. I passed wanting to hold on to my banking job. It’s now one of the largest in this space.
- During my second gig on WS, a good friend of mine is heading back to China to join some news tech company startup and asked if I want to join him via referral. I had a decent HF job at the time and was like nahhhh. That business was called Bytedance.
- and this one is even more recent. I remember learning about Delphi working on some “axey” thing in their WS WeWork and had sushi with another Chad in Taipei as recent as jan 20 about this Dee-Fi stuff. Was like hmmm but I’m still sceptical. You all know what happened next.
Read 5 tweets
MapleLeafCap Profile picture
25 Aug
(0) Since our last report on Dec 17th, 2020, the Web3 narrative had moved far beyond single-chain #DeFi to prompt another iteration – this time on where we are re: Web3, #DeFi, token gov & fundamentals, & new primitives.

EN: docsend.com/view/9x4a3reuv…
CN: docsend.com/view/np5dhyyc9…
(0.5) Quick side-note, you may notice the new primitive section being a bit barren – that’s because a single person can no longer cover the space by him/herself (aka me aka ngmi :/). Folius needs help and is hiring (more on this later), but plz do reach out if you are interested!
(1) A feature-complete Web3 to us is a friction-and-cost-minimized info & value transfer network, and while BTC is closer to early-adopter status, the broader Web3 with ~5-10 mm MAU is more like the internet in the mid-1990s.
Read 22 tweets
MapleLeafCap Profile picture
19 Aug
0 - It’s been a long time coming. Today I am announcing @FoliusVentures / 一叶创投 dedicated to investing in, evangelizing, and buidling the Web3 future w/ a global mandate (APAC focus to start).Ping me on twitter / Telegram with the same handle if you wanna jam!
1 - By way of background, I graduated from CMU way back in 2012 and spent the past 8-9 years in NYC TradFi, first at DB, then at a family office doing mostly US equities investing, then at a global non-US Tiger grandcub focused on small-cap equities….
2 - …where I covered mainly China-related and software businesses. The deep dive into crypto didn't really start until early 2018 (later than a lot of you!) and MLC was really a spur-of-the-moment moniker which I will be keeping (but unfortunately I'm not Canadian =/)
Read 16 tweets

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