Evan Feng (@evanthefeng) 's Twitter Profile
Evan Feng

@evanthefeng

Partner & Dir. Research @coinfund_io. Former-L/S equities. Agorist, optimist, d/acc. Not investment advice, opinions my own. Posts about investing, gaming, AI.

ID: 1380880813

linkhttps://www.linkedin.com/in/evan-feng/ calendar_today26-04-2013 02:15:48

762 Tweet

2,2K Followers

1,1K Following

DeFi Mago (@defi_mago) 's Twitter Profile Photo

yooo Veda just raised $18M led by CoinFund with Coinbase Ventures, Mantle EcoFund, BitGo and a long list top VCs, angels ➩ Turns out they’ve been quietly powering like half of DeFi: Etherfi, Plasma, Lombard, TAC, Turtle, Mantle cmETH... even Binance & Bybit wallets.

CoinFund (@coinfund_io) 's Twitter Profile Photo

At CoinFund, we believe that onchain finance should be accessible to everyone. It’s one of the many reasons why we’re excited to back Veda' vault infrastructure platform, leading its $18M Series A funding round. On this special episode of Mined with CoinFund, Veda

Veda (@veda_labs) 's Twitter Profile Photo

Our mission at Veda has always been to unlock DeFi for the world by making it invisible. Infrastructure that abstracts complexity without compromising on control or security. That’s the vision CoinFund backed when they led our $18M round. Veda's co-founders Sun and

CoinFund (@coinfund_io) 's Twitter Profile Photo

.Veda Co-Founder and CEO Sun’s calling it: DeFi is in its consumer adoption era. With battle-tested tech and smooth regulatory waters, Veda’s vault infrastructure platform is ready to seamlessly onboard users. We’re thrilled to have led the team’s $18M Series A ⬇️

Mike Silagadze🛡 (@mikesilagadze) 's Twitter Profile Photo

The many tokenized stocks announcements are a meaningless milestone. If they remain registered assets that require permission to transfer then it changes nothing. The real win would be tokenized equites that are bearer shares. So that they can integrate into DeFi. Commission

Evan Feng (@evanthefeng) 's Twitter Profile Photo

Independence Day has always been my favorite holiday. Younger me loved the fireworks and jet flyovers, but today my appreciation is of the founding values that power and preserve the broad freedoms we continue to enjoy as individuals and businesses. Wishing all a happy Fourth!🇺🇸

Evan Feng (@evanthefeng) 's Twitter Profile Photo

Highly recommend checking out open roles at Veda! The leadership team is full of consummate professionals focused on accelerating live product momentum and winning existing & new markets. You'll be able to have a major impact quickly and learn from a daily fire hose of knowledge.

Veda (@veda_labs) 's Twitter Profile Photo

The Kinetiq Earn vault is live. Powered by Veda. Built on Hyperliquid. Actively deployed into real DeFi strategies. Here’s everything you need to know 🧵

The <a href="/kinetiq_xyz/">Kinetiq</a> Earn vault is live.

Powered by Veda.
Built on <a href="/HyperliquidX/">Hyperliquid</a>.
Actively deployed into real DeFi strategies.

Here’s everything you need to know 🧵
Evan Feng (@evanthefeng) 's Twitter Profile Photo

Maybe it's time for Steam to get educated on new, lower-cost, on-chain alternative payment solutions? There are many faster-settling, direct-to-developer, onchain solutions available today, with lower fees, customizable routing/AML policies and comprehensive global fiat support.

Evan Feng (@evanthefeng) 's Twitter Profile Photo

I, for one, can't wait for us to start looking at levered and unlevered free cash flow per fully dilluted token. That's probably the end state of efficient markets on-chain and we (fundamental crypto investors) can say we've won, and it'd imply trillion-$ FDVs for app-tokens.

Jon Ma (@jonbma) 's Twitter Profile Photo

Fintech Multiples growing as well. $HOOD now trades at 26.1x annualized revenue and 72x earnings at $96B marketcap $COIN now trades at 13.1x annualized revenue and 50.7x earnings at $106B marketcap. $CRCL now trades at 24.6x annualized revenue and 219x earnings at $56B

Fintech Multiples growing as well.

$HOOD now trades at 26.1x annualized revenue and 72x earnings at $96B marketcap

$COIN now trades at 13.1x annualized revenue and 50.7x earnings at $106B marketcap.

$CRCL now trades at 24.6x annualized revenue and 219x earnings at $56B
Evan Feng (@evanthefeng) 's Twitter Profile Photo

The attractor state is 100% of the human race will be philosophers, whether we want to or not. We might as well lean into qualia as our final defensible moat.

Bagel (@bagelopenai) 's Twitter Profile Photo

Thank you all for the incredible turnout at ICML! It was an absolute pleasure connecting with so many of you during our paper presentation, at our exhibitor booth, and at the exclusive distributed ML mixer. See you all next time, with more frontier distributed ML research and

Thank you all for the incredible turnout at ICML!

It was an absolute pleasure connecting with so many of you during our paper presentation, at our exhibitor booth, and at the exclusive distributed ML mixer.

See you all next time, with more frontier distributed ML research and
Evan Feng (@evanthefeng) 's Twitter Profile Photo

I'm growing increasingly confident that opsec actually decomposes not only to infosec digitally but also includes physec (physical world security) and cogsec (protecting your mind from brainrot, threat actors and info hazards). All will be more important in the coming years

Syndicate (@syndicateio) 's Twitter Profile Photo

What is Syndicate? It’s how you own your appchain—end to end. Let’s walk through some FAQs about what Syndicate is and isn’t ↓

What is Syndicate? It’s how you own your appchain—end to end.

Let’s walk through some FAQs about what Syndicate is and isn’t ↓
Evan Feng (@evanthefeng) 's Twitter Profile Photo

It's taking tremendous willpower to not preorder #Battlefield6... BF1942 + Secret Weapons was my first multiplayer online FPS, and also intro'd me to modding with the Desert Combat and Galactic Conquest conversions. Well done & congrats Electronic Arts and DICE on the well-deserved hype!

It's taking tremendous willpower to not preorder #Battlefield6... BF1942 + Secret Weapons was my first multiplayer online FPS, and also intro'd me to modding with the Desert Combat and Galactic Conquest conversions. Well done &amp; congrats <a href="/EA/">Electronic Arts</a> and <a href="/EA_DICE/">DICE</a> on the well-deserved hype!