Edison L

Edison L@0xEdisonL · 18 天前观点输出

RT @AXCLabs: AXC x Gate AXC is pleased to announce its integration into @GateDEX . Users can now discover and access AXC directly through…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Edison L@0xEdisonL · 24 天前观点输出

@5herv1n @johnnyspeedrun @whop Yessir

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Edison L@0xEdisonL · 2026/06/25观点输出

@ROCKST4R Annie the dev

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Edison L@0xEdisonL · 2026/06/25政策影响

Is tokenization the end game for finance? I recently had the opportunity to unpack this question during my first ever live TV appearance on VIU TV. It was also my first full Cantonese interview, hosted by Rachel from @cyberport_hk Hong Kong. We dove deep into the state of Web3 in Hong Kong, focusing on two major themes: 1/ Cyberport & Government Support: -The ecosystem here is unmatched. Through the Blockchain Pilot Scheme and Creative Micro Fund, Cyberport is driving innovation with KPI-based grants. More importantly, they provide the critical infrastructure to connect startups with regulators and HK corporates, ensuring strict regulatory alignment. 2/ The True Value of Tokenization: -Moving financial products on-chain is often praised for operational efficiency, but blockchain is more than a reconciliation layer. The real magic is composability. RWA tokens make assets vastly more fungible.  -The ability to post a tokenized asset as collateral, borrow against it, and deploy it across cross-chain yield strategies in an open marketbypassing clunky bilateral agreements is the true superpower of tokenization. Special thanks to Rachel Lee and Bobo L. for bringing us into the Cyberport ecosystem and accepting us into the Blockchain Pilot Scheme. Excited for what’s next! https://t.co/DtlR0n3GX2

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Edison L@0xEdisonL · 2026/06/23观点输出

@johnnyspeedrun @whop Bullish 🥂

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Edison L@0xEdisonL · 2026/06/20观点输出

RT @StaniKulechov: https://t.co/Qq1RLyvQVy

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Edison L@0xEdisonL · 2026/06/09政策影响

Yield bearing Stablecoin is the Trojan house for on chain wealth management

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Edison L@0xEdisonL · 2026/06/01政策影响

RT @tokenterminal: 🆕 Recently added dashboards: 🪙 Stablecoins · $306.1B 📜 RWAs · $41.8B 💼 Funds · $32.8B 🇺🇸 U.S. T-bills · $13.6B 💳 Credit…

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Edison L@0xEdisonL · 2026/05/21政策影响

Last week’s Draper Summit felt like a homecoming. I remember reading about Tim Draper's incredible track record backing companies like Baidu, Tesla, SpaceX, and Coinbase. Back in college, when I first aspired to be a founder and VC, I bought his book, The Startup Hero. Today, I’m incredibly grateful to be here learning from the greats, discussing the future, and reconnecting with fellow founders. Key Themes 1/ Democratisation -Tom Staudt (President & COO, ARK Invest) highlighted the demand for financial vehicles that democratise retail access to pre-IPO investments, especially as high-quality companies stay private longer. (ARK’s Venture Fund has surged 62% over the past year, reaching $900M in total assets). -Mogul (a Draper Associates portfolio company) is democratising real estate investment in which lowering the barrier to entry isn't just about general accessibility; it's about reducing minimum investment amounts and operational overhead. 2/ Convergence of Technologies -Sid Sijbrandij (GitLab Co-founder) provided a perfect example of how converging technologies push humanity forward through his approach to treating his own osteosarcoma (bone cancer). He leveraged AI to review medical literature, open-sourced his clinical data and experimental scans to target specific biomarkers, and then underwent surgery based on those findings. Key Macro Themes 1/ The Headwinds
-Britt Harris (former CEO of Bridgewater) and Robert Steven Kaplan (Vice Chairman of Goldman Sachs) deconstructed current macro challenges. -Persistent fiscal deficits are potentially stress-testing the private credit sector. -AI threatens to accelerate unemployment and inequality; we have no choice but to embrace and adapt to the disruption. -Geopolitical risks threaten to spike energy costs, and high oil prices increase the risk of stagflation. 2/ The Tailwinds -Baiju Bhatt (Robinhood Co-founder) is now building Cowboy Space Corporation to scale orbital power grids. This addresses the massive energy and compute infrastructure bottlenecks facing AI hardware. -Rosie Rios (43rd US Treasurer) remains optimistic about empowering young founders, highlighted by her involvement in the America 250 startup competition and Draper TV. -There is still a strong appetite to deploy capital into disruptive technologies, setting up a potentially big year for IPOs. Capital continues to concentrate in heavyweights like SpaceX, Anthropic, OpenAI, Databricks, and Stripe.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Edison L@0xEdisonL · 2026/05/06观点输出

@QinRuixian For sure, my dms are open

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。