Vincent J (@vincentjow_) 's Twitter Profile
Vincent J

@vincentjow_

Co-founder @Modular_Capital | Not financial advice

ID: 1403774323316477962

calendar_today12-06-2021 18:01:03

166 Tweet

2,2K Followers

535 Following

Vincent J (@vincentjow_) 's Twitter Profile Photo

These are 'baby gets thrown out with the bathwater' moments when people panic sell everything with no regard for asset quality This is the best time to go hunting in liquids. Low absolute market caps (venture-like) or organic fee support (esp if decoupled from crypto)

Vincent J (@vincentjow_) 's Twitter Profile Photo

We are excited to back Dtravel 📍 as they revolutionize the vacation rental industry. $TRVL is a web3 travel platform that powers direct booking sites for 9.2K operators. The business is in hypergrowth mode, processing annualized $1M of GMV, growing 4.5x y/y.

We are excited to back <a href="/DtravelDAO/">Dtravel 📍</a> as they revolutionize the vacation rental industry.

$TRVL is a web3 travel platform that powers direct booking sites for 9.2K operators. 

The business is in hypergrowth mode, processing annualized $1M of GMV, growing 4.5x y/y.
James Ho (@jamesjho_) 's Twitter Profile Photo

Thrilled to sit down with the Lattice folks to share our journey with the Metaplex 🦾 team over the past several years We first got in touch with Metaplex shortly after FTX collapsed, with Solana at its lows, NFT volumes down 95%+ from the market peak. $MPLX was a <$50M project at

Thrilled to sit down with the Lattice folks to share our journey with the <a href="/metaplex/">Metaplex 🦾</a> team over the past several years

We first got in touch with Metaplex shortly after FTX collapsed, with Solana at its lows, NFT volumes down 95%+ from the market peak. $MPLX was a &lt;$50M project at
Vincent J (@vincentjow_) 's Twitter Profile Photo

The next and final stop for Web3 AI is physical AI & humanoids. Web3 x AI attacked some of Web2 AI's biggest challenges: - The GPU shortage fueled the rise of Web3 GPU marketplaces (Render, Akash, Ionet) - Data was the oil to power AI, creating crowdsourced data marketplaces

The next and final stop for Web3 AI is physical AI &amp; humanoids.

Web3 x AI attacked some of Web2 AI's biggest challenges:
- The GPU shortage fueled the rise of Web3 GPU marketplaces (Render, Akash, Ionet)
- Data was the oil to power AI, creating crowdsourced data marketplaces
shayon (@shayonsengupta) 's Twitter Profile Photo

1/ we're manufacturing consciousness and embodying it in machines. this is no time to stare at charts and feel dejected, anon. our geodnet thesis (link below):

1/ we're manufacturing consciousness and embodying it in machines. this is no time to stare at charts and feel dejected, anon.

our geodnet thesis (link below):
Vincent J (@vincentjow_) 's Twitter Profile Photo

The U.S. government holds: $770B in gold (~5% of $18T market cap) $19B in BTC (~1% of $1.9T) $100M in other crypto (0.1% of $1T excl. BTC/stables) Governments worldwide collectively hold 17% of total gold supply. Assuming a 10-20x inflow multiplier, if governments increase

James Ho (@jamesjho_) 's Twitter Profile Photo

Sharing our Pendle thesis co-authored with The Spartan Group tumilet Stables are a huge growth area for crypto Pendle has vacuumed up >$3B of stables and we believe the # 1 stablecoin play across equities + liquid tokens modularcapital.xyz/writing/pendle Stablecoin Expansion ↔️

Sharing our <a href="/pendle_fi/">Pendle</a> thesis co-authored with <a href="/TheSpartanGroup/">The Spartan Group</a> <a href="/tumilett/">tumilet</a>

Stables are a huge growth area for crypto

Pendle has vacuumed up &gt;$3B of stables and we believe the # 1 stablecoin play across equities + liquid tokens

modularcapital.xyz/writing/pendle

Stablecoin Expansion ↔️
Vincent J (@vincentjow_) 's Twitter Profile Photo

Geodnet continues to be one of the few - and most exciting - public ways to make a thematic bet on robotics and humanoids. Rather than betting on specific humanoid co (there are 200+) or the complex supply chain (e.g. debating actuator designs, in-house/outsourced, China/US