
Data-driven insights on AI, Crypto & US Equities. Connecting the dots: AI ➡️ Macro ➡️ Tech Stocks ➡️ Crypto. Focused on: Institutional Flows. @PKU1898 Alumni.
HongKong, China
Joined June 2016
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Bruce | AI & Crypto Macro retweeted
Should companies be able to approve or veto the tokenization of their stocks?
Bruce | AI & Crypto Macro retweeted
if you believe that tokenized equities are this cycle's darling play, $SHROOM is one of the purest ways to be long
concept is shared liquidity layer / interop for all stocks on RH chain via $SHROOM as a common asset, i.e. it monetizes flows which feeds flywheel to grow pools which in turn attract more flows
more volume > more fees > more liquidity > more volume
launched by berachain dev and defi veteran @0xcarnation yesterday and is already up to nearly $7m in 24 hr stock-paired volume across 22 pools with $1m in liquidity (and growing)
Lets do this again then vfat.tools/robinhood/ripe/
Bruce | AI & Crypto Macro retweeted
这是一份珍贵的「失败创始人数据库」。
一位 Crypto VC 创始人,用九年时间、上百个项目的代价建立起来。
里面没有成功案例。记录的全是那些看走眼的人、投错的项目,以及那些明明资质极强、方向也没错,却最终倒在半路上的创始人。
资本市场没有重来一次的机会。但如果能够系统地理解失败,我们或许就能离正确更近一点。
Bruce | AI & Crypto Macro retweeted
一只跟踪 SK 海力士的 2 倍 ETF,正在成为亚洲 ETF 市场的资金黑洞 🌀🌀
这件事的起点其实很简单
SK 海力士——AI 时代最核心的「卖铲子公司」之一,HBM 内存几乎是英伟达 GPU 的标配。
然后香港市场做了一件很激进的事:推出了一只跟踪它的 2 倍杠杆 ETF。
本来只是一个工具型产品,但它的走势开始变得不太「工具」
据报道,这只 ETF 的资产管理规模已经冲到约 130 亿美元级别,在不到 8 个月时间里完成了爆发式扩张📈🚀
两个月内规模翻了 3 倍以上,甚至占到香港 ETF 市场约 13% 的份额
更夸张的是,它已经成为亚洲增长最快的 ETF 产品之一
11 名员工,管理全球第 4 快的 ETF 规模增长
关键在于它追踪的标的,正在被 AI 叙事持续强化,而杠杆结构又把这种情绪放大了一倍。
于是你看到的不是一个金融产品,而更像是一个「情绪放大器」:
AI 需求 → 半导体上涨 → 杠杆 ETF 资金流入 → 再反向推高标的关注度。
形成了闭环⭕️
南方东英甚至已经上调了期权持仓上限来应对流动性需求。
市场不是在被动定价 AI。它开始主动「加速」AI 的定价方式。
这种结构过去通常只出现在极端行情里。
现在,它变成了常态产品。
而这或许才是更值得注意的部分。
Bruce | AI & Crypto Macro retweeted
SpaceX IPO info
SpaceX was founded to make life multiplanetary. We’ve been able to expand that mission with our Starlink constellation and AI solution
Learn more → spacexipo.com
Bruce | AI & Crypto Macro retweeted
Replying to @iScienceLuvr
Putting “Ph.D.” in your social media name is a sure sign of a pompous retard
Bruce | AI & Crypto Macro retweeted
When you’re in the middle of world politics but still thinking about 𝕏
The man who co founded the world’s largest stablecoin was arrested by Interpol in a Spanish villa with guns, machetes and child pornography
His name is Brock Pierce
If you’ve ever held USDT, the $140 BILLION stablecoin that settles more daily volume than Visa in some months you’ve used a product he co founded
Brock Pierce was a Disney child actor. He starred in The Mighty Ducks, D2, and First Kid
At 16 he met a 40 year old businessman named Marc Collins Rector
Collins Rector was building Digital Entertainment Network. A pre YouTube streaming platform funded by David Geffen, Microsoft, and Dell
They raised $60 MILLION and were planning a $75 MILLION IPO
At 17 Pierce was VP at a base salary of $250,000
Pierce, Collins Rector, and Collins Rector’s boyfriend lived together in a 12,600 square foot mansion in Encino
The mansion hosted parties attended by Hollywood’s A list: Bryan Singer, David Geffen and Gary Goddard
DEN’s flagship show “Chad’s World” was co-written by Collins Rector, produced by Pierce, and targeted “gay and questioning teen boys”
In October 1999 a young man filed a lawsuit alleging Collins Rector had sexually molested him for three years starting at age 13
The IPO collapsed
In July 2000 three more former DEN employees filed a sexual abuse lawsuit naming Pierce, Collins-Rector, and Shackley together alleging rape, assault, drugging of minors and death threats
Collins Rector was indicted for transporting minors across state lines for sex
All three men fled to Spain
Interpol arrested them in Marbella in 2002. Guns, machetes, and child pornography were found in the house
Pierce was released without criminal charges. Collins Rector pleaded guilty to eight counts of child enticement and registered as a sex offender
The civil lawsuits against Pierce were “dismissed and/or settled out of court.”
He settled with at least one plaintiff for $21,600. He has consistently denied all allegations
In 2014 Pierce co-founded Tether originally called Realcoin
Tether became the largest stablecoin in crypto. By 2019 USDT was processing higher daily volume than Bitcoin itself
Tether has never been audited by a Big Four firm. Their first audit attempt with Friedman LLP was abruptly disbanded in 2018 with no explanation
In 2021 Tether settled with the New York Attorney General for $18.5 MILLION over misrepresenting their reserves
The connections kept growing
Pierce founded Blockchain Capital. In that role he helped Jeffrey Epstein become an early investor in Coinbase
He spoke at Epstein’s “Mindshift” conference in 2011 - three years AFTER Epstein had been convicted of soliciting prostitution from a minor
In February 2026 the US Department of Justice released emails from Epstein’s files. One email from Pierce to Epstein read: “a boat in Antigua full of amazing Ukraine’s finest” was waiting for him
The system runs on USDT. USDT was built by Brock Pierce. And Brock Pierce has answered the same questions about the same allegations for a quarter century
Bruce | AI & Crypto Macro retweeted
"tokenized startups" will be the next meta. been tracking this space since january for my "structure of ICM piece". a few thoughts:
> the goal of "tokenized startups" is to allow broader access (at least in price action) of VC-gatekept startups, creating "Internet Capital Markets" in the truest sense.
> today, the fastest growing companies (SpaceX, Anthropic, Stripe) stay private for years/decades. access is gatekept, rather than like the IPOs of 20-30 years ago, when 18-month-old companies like Netscape could IPO.
> the market has responded with adhoc fixes, the most obvious being the SPV which have grown 500% in last 2 years. the market's thirst for venture-performing assets needs to be quenched.
> the idea for "tokenized startups" is not new - it rhymes with many things, including ICOs, DAO funds, tokenized SPVs, token-equity standoffs (eg. Aave/Axelar) , ownership coins, pre-ipo perps.
> what's new is the set of primitives being used to build things (eg. closed end funds with Robinhood/USVC, tokenized SPVs with PreStocks, MetaDAO style launchpads, Ventuals styles perps). It's the wild west of experimentation.
> the design space is just getting mapped out around now - some open questions include:
1. early stage vs late stage? are founders receptive or adversarial to tokenized markets?
2. pure price exposure (eg. via perps) vs. spot backing?
3. legal entity - SPV? Delaware CEF? Cayman token foundation?
i would not be surprised if the major SF accelerators (YC/HF0/SPC etc.) are all actively experimenting on tokenization designs. having a "tokenized" basket of each batch (eg. YC W26) might unlock a ton of demand.
more research on this topic incoming.... stay tuned....
Bruce | AI & Crypto Macro retweeted
🎙️ 168X EP1: @JosephChee_ On Building @Solana_Company
"$SOL will hit $500 within six months — and reach $1,000 in the next cycle."
1:24 – Intro: Joe's Unconventional Path
2:47 – From Wall Street to China's Rise
9:18 – UBS Glory Days: China's Golden Decade
14:39 – Post-2008: From Conviction to Compliance
16:12 – @SummerCapital_ : Banker to Entrepreneur
18:00 – Why Solana? The Data Speaks
19:29 – Solana Company $HSDT: Institutional-Grade DAT
27:48 – Deal Structure: Partnering with @PanteraCapital
34:30 – Dual-Listing: Is Hong Kong Next?
35:04 – Becoming Solana's Berkshire Hathaway
38:33 – Macro & Crypto Cycles: The Setup for $SOL
40:08 – The Hidden Alpha
🌐 @168X_Fortune is where frontier tech meets capital — bridging Eastern wisdom and Western innovation.
Raw conversations with the founders and funders shaping what’s next.
Hosted by ex-banker @168MrZ.
#168X @Solana
Bruce | AI & Crypto Macro retweeted
Space 回顾它来啦🤓—— $ETH 财库爆发进行时,机构主导的牛市前路向何方?
部分精彩观点分享:
机构配置呈现长期化趋势
以太坊本轮上涨受ETH ETF配置和ETH财库公司两大因素推动
当主流媒体冠用以太坊“数字石油”称号,或亲友纷纷咨询投资建议时,往往是市场见顶信号
ETF净流入/流出、DeFi总锁仓量(TVL)、稳定币发行量和比特币市值占比,是普通投资者可重点关注四大机构资金指标
......
更多内容欢迎点击链接👇
chaincatcher.com/article/219…
🔴以太坊突破4700美元,点燃群聊氛围。群友纷纷化身才子:E往5千、E飞冲天、E气风发、E步登天等。这波机构驱动是长期配置开端吗?牛市究竟走到哪一步?
⏰今晚7点(北京时间),链捕手将联合@RootDataCrypto 举办"ETH财库热潮"主题 Space。
出席嘉宾:
@bruceai-@SummerEverest投资负责人
@DukeSHI03-华兴资本@Official_CRSHK自营投资负责人
@Tony0kAI-@PolyhedraZK生态主管
@Jadejadeweb3-@HashKeyGroup研究员
@KiwiCryptoBig-@OKX_Ventures研究员
@0xWatt17-@IOSGVC 研究员
以太坊后续发展真能E山更比E山高吗?🥹🥹
点击链接预约Space👇
xitter.cf/i/spaces/1MYxNwlMNMNKw


































