Kay Capital

Kay Capital

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| 🐸Prop Degen | 🌕️Prev Crypto VC & CEX | 💵Angel Investor of @monad_xyz | Focus on LatAm 🇲🇽🇧🇷🇨🇴 | #Bitcoin er SINCE 2013 | APE VIA https://t.co/BvqBb8LAgf | https://t.co/Z3SmoMlG5j |

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Damn it, this isn't giving away credits; it means the CLI to API method will no longer be able to claim Claude's free credits. I don't know what you guys are so happy about 😡 Hopefully Codex doesn't follow suit and make me stand here claiming credits for a few more days 😁

That seems to make a lot of sense. I have a Twitter friend named Feng Wuxiang who has hit every single point. Feng, who is in his 40s, does indeed have (reportedly more than one) girlfriends who are in their 20s.

从阿段最近半年的发言：注射替尔泊肽、坚持每天40-60分钟zone2有氧、5-10分钟zone4-5；一下看懂了泡泡玛特提供的情绪价值。我合理怀疑阿段重新恋爱了而且找了个年龄差大于15岁的女朋友🤣

If this thing got into Muddy Waters, it could send a certain Chinese-language stablecoin cult to their doom. twitter.com/SleepNotPayTax/sta...

A classic bear market scenario: hackers are nowhere to be seen in bull markets, but they all emerge in bear markets. A 200 million USD theft is a significant amount in any era. For large funds at this stage, priority should be given to Binance USD1, and efforts should be made to resolve fiat currency redemptions on BitGo to avoid further de-pegging. In reality, I don't even want to use Binance, but I have no better options. twitter.com/keyahayek/status/2...

An Apple Watch, an Oura Ring, and a Whoop—how can you say that? —"Three watches."

On the bright side, AI's drain on liquidity isn't just affecting cryptocurrencies; it's also impacting other industries, so being drained by both is essentially the same as not being drained at all. While major opportunities are indeed fewer than before, this version of wealth management is still significantly stronger than those outside of cryptocurrencies. From an institutional perspective, PayFi, AgenticFi, and CeDeFi are all good narrative angles. However, the logic behind making money differs between institutions and retail investors; seasoned crypto investors are more concerned with which to invest in and how to invest. Since it comes to making money, is there still a chance for crypto? I think we should be optimistic. In the short term, airdrops are worthless, but you can still occasionally earn some money through investments. In the long term, AI and crypto are somewhat related. At worst, we can fully embrace AI and become cryptocurrency shills, then come back to crypto when things improve.

AI 正在吸干流动性，Crypto 还有戏吗？ “AI 确实是当下全球最大的共识，所有的钱都在往那边倾斜”，直面这个残酷现实，亲历三个周期的 Yetta 反而看到了机会： Crypto 最惨淡的时候，正是 VC 进场的最好时机。她当下依然坚定押注 PayFi 与 CeDeFi，并笃定 AI 与稳定币的结合才刚刚拉开序幕

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