Richard Yuen

Richard Yuen

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Co-Founder @DWeb3Capital | Investing @hailstonelabs | Crypto, Venture Capital, Macro, Startups

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DAT Mechanics Part 1 Some folks saying this the next LUNA (it’s not). Others are saying there’s nothing to unwind (there is). Think carefully about the mechanics. A lot of these DATs have no leverage so there won’t be any forced selling from getting called on debt. Still

@Galois_Capital

It’s getting late in the DAT cycle. Time for a healthy unwind then we resume up only.

Panic as Fund managers struggle to position themselves. If you are wondering why we can’t seem to dip so far, this is it. CTA recently pushed us higher and fund manager will likely be buying the dip or chase an all time high breakout. The institutional world relies on a

It’s very hard to outperform majors in a cycle This cycle we’ve seen more concentration of returns among few names (BTC, SOL, HYPE, few meme coins) Prior cycles it was more thematic - all DeFi names and most NFT collections ripped, such is the case when rates are at 0% It may

The listing process in crypto is completely and utterly broken. Arbitrarily launching at venue / self defined listing prices can only defy gravity for so long before the inevitable down-only Although tradfi is tradfi, there's at least a full book-building process during an IPO twitter.com/TheOneandOmsy/stat...

Hard to justify the multiple differential imo unless you have some deeply differentiated perspective on either: growth in hype market share, change in defi volumes as % of cefi, or success of the Hype EVM. Today, HOOD has 9 business lines running >$100m, ~15m MAU / 25m funded

Yield Bearing Stablecoins List Q2 + Yield Sources - Rates as of 7 April '25 I manually scanned each product's interface and cross-checked it with external sources - @DefiLlama or available yield markets such as @spectra_finance's stablecoin category. [list of X handles below]

Today, we are excited to bring you the "Hash Global BNB Valuation Report" - the fifth article in the Hash Global BNB value analysis series 🎉 Since 2019, Hash Global has forward-lookingly been optimistic about BNB as a cross-cycle value investment target and was the first to build a valuation model based on the monetary equation. In the following three years, we have seen the Binance ecosystem rapidly expand, driving BNB to quickly realize our initial price predictions.

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