Colin Choo
@colinchoo
Investor @ Alora Capital | Ex-Ajaib Head of Crypto | Ex-BCG | Advisor @virtuals_io Views are my own. Not financial / investment advice
Jack has been known to have a very anti-crypto bias for many years now, maybe he got rugged on a meme coin many years ago and is still bitter about it Or maybe he has to say this to defend his business from disruption Either way, I can’t understand half of what he’s saying as…
Investors keep asking me about stablecoin, and how that can reduce FX fees; if you send money from USD to EUR, and the receiving end still requires to receive EUR in their bank, I can’t see any ways stablecoin can reduce fees - off ramping from stablecoin to recipient currency…
stocks have been everything alts were supposed to be volatile, doing multiples (even keeping the gains) lmao
As I count down to the 5th anniversary of DeFiance Capital, the high-profile blow-up of a well-known liquid fund serves as a stark reminder of how challenging this business can be — and why there’s still plenty of room for improvement in our industry, both in serving clients and…
Never understood how people sacrifice relationships for like small amounts of today money, but then lose a lifetime of revenue
$0.12 million seems cheap for a whole bitcoin
$0.1 million seems cheap for a whole bitcoin
I’ve been of the view that nothing ever happens for nearly 2 months now It seems I was correct on that for all risk assets globally except our beloved crypto market SPX, QQQ whisker away from all-time highs Circle trading nearly 4x above its IPO, HOOD at all-time highs. Circle…
Had an interview with a research team commissioned by the Ethereum Foundation to explore L1 strategy. one of the most striking realizations I shared: I’ve barely touched my L1 wallets in the past two years - maybe just to ape some neiro coins or farm ethena this was a sharp…
The Future of AI agents. Now on Ethereum.
why eth mainnet? probably the most contrarian decision we hv made in awhile highest tvl chain, but the least applications among the top chains (whitespace?) expensive gas fees? turns out it's ~2usd per swap, likely cheaper than using bots (all fees and mevs) but all reasoning…
Ethereum is for AI.
this is great stuff and looks at it holistically and not blindly like Jack
x.com/i/article/1931…
$BIOS @BasisOS virgenity
a more capital efficient ethena virgenity
this is well put think longer-term, think bigger dream again @virtuals_io participants
lots of people say virtuals is a ponzi and heres my take: 3,3 and ponzi are diff. in our case, we encourage holding but we never stop u from selling. we just wanna give virgen points to folks who are patient and diamond hands, who believes in teams that build over a long…
WORDS THAT MUST NOT BE SAID
I have a dream… but it’s one of those words that must not be said I shall refrain from saying it so we can all enjoy