
Janitor @Guidance_vc | Prev: Head of Eco @KelpDAO, DeFi Lead @MorphNetwork @Taikoxyz and Principal @Magnus_fund
Asia
Joined June 2011
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Kenny B retweeted
Silo is coming to @pharos_network, the financial L1 for RealFi!
Pharos brings RWAs onchain. Silo gives them a place to work, with isolated markets where RWAs can be used as collateral.
Expect new markets next week.
Kenny B retweeted
Yoo uhm… @Morpho are you saying your business model doesn’t work?
Kenny B retweeted
Oh shit
🚨🚨 bitget is being hacked right now 🚨🚨
over $170m drained already
get your funds off bitget !!!!!
Kenny B retweeted
Replying to @beniduboss
"Yeah so this guy IcoBeast who doesn't get paid to promote Kalshi, he literally works there, insulted this Swiss autist on X named Beni, and told him to cope, rage and seethe. Beni got triggered and dug up all this evidence that pointed to Kalshi wash trading. Kalshi legal tookover IcoBeast's account and responded. Then John Wang piped in, and made Beni even more angry. Beni is talking to the WSJ, Bloomberg, the Coffee Podcast guy, it's crazy. He's hiring lawyers before he dumps even more damning proof. One autist against a $40 billion company. Pure cinema."
Moi X Space
Topic: How VC think about web3 - AI intersection opportunity is going to look like.
📅July 31th, 2026
⏰1PM UTC
Host is our own @pimaBD with amazing panelist - @DarknightHimslf from @ApeVenturesVC , @loukerner from @CryptoMondaysNY , Max from @CadenzaVentures , @abhishek095 from @SentientAGI Ventures,our Founder and CEO @Arshasays, @KMagcap from @Guidance_vc and @Richard88488054 from @DraperDragon .
Set your reminder: xitter.cf/i/spaces/1MJgNNLLLlPGL…
Moi X Space
Topic: How VC think about web3 - AI intersection opportunity is going to look like.
📅July 31th, 2026
⏰1PM UTC
Host is our own @pimaBD with amazing panelist -@DarknightHimslf from @ApeVenturesVC, @loukerner from @CryptoMondaysNY, Max from @CadenzaVentures, @abhishek095 from @SentientAGI Ventures, and our Founder and CEO @Arshasays.
Set your reminder: xitter.cf/i/spaces/1MJgNNLLLlPGL…
List of crypto project shutdowns in 2026
a) CEX
• BitMEX
• BitMart
• AscendEx
b) DeFi
• Zapper
• Odos Protocol
• Radiant Protocol
• Satori Finance
• Summer.fi
• Goldfinch
• Step Finance
• Dango Exchange
• Rage Trade
• MilkyWay
• Angle Protocol
• Ranger Finance
c) Infra
• Lamina1
• Loopring
• Botanix
• Polygon zkEVM
• Leap Wallet
• Tally
• Parsec
• Lattice / Redstone
While at the same time some interesting innovations on-chain/ activity picking up on-chain
• Robinhood: their on-chain trenches (somewhat) revitalised (started with Cashcat) although yet to see a token >$100m currently - some tokens are also paired with tokenised stonks (e.g. $AI paired with tokenised $NVDA stock via @longdotxyz) which is quite novel and new. There is also a revenue generating launchpad on Robinhood in $PONS which is doing quite well
• Base: decentralised and open source AI still continues to shine - open models strengthen safety and privacy (some tokens that come to mind $POD, $VVV, $REI which Base seem to have some strength in). Special mention to decentralised compute as well ($SURPLUS and $CHIP)
• Ethereum: gamified commerce via gacha/blindboxes on NFT/collectibles on multiple chains (apart from TCG there is now gacha for Wine and even Hot Wheels kek). Most recently $FWA (Fake World Assets) on Ethereum (deposit NFTs + ETH to earn fees/rewards, or pay ETH to randomly pull one and choose the NFT, its ETH, or $FWA tokens)
• Solana: Still the chain where most on-chain volume is at --> $ANSEM (different type of meme via supply control by @blknoiz06 and a slow-drip airdrop model to people providing value to the meme), $KINS (too bad it died lmao but it did well initially, some on-chain Runescape + unlike other P2E where it relied on just token emissions, this had a proper in-game economy - too bad gaming is DEAD in crypto), @MetaDAOProject projs like $CRED (on-chain Stripe) + Rip Cars (Hot Wheels gacha) and Jurassic (Tokenized Dinosaurs) are unique (unsure the sustainability of these projects, more so looking from uniqueness standpoint), @Collector_Crypt with $CARDS (still very bullish alternate investments like collectibles as young people continue to be priced out of other assets like houses and the rise of Kidulting)
• Other chains: random burst of volume on memes like $FEFER on Stable chain and $UTYA on Gram (TON) chain
Feels eerily similar to 2024 timeline
• Market was quite boring
• New innovation on Ethereum in ERC404 (semi fungible NFTs like PANDORA lmao) Feb 2024
• Memes like POPCAT, WIF, BONK really took off from Feb 2024 till EOY
• $GOAT launched in Oct 2024 which sparked off the huge AI agent run-up
Wonder where do we go from here onwards, still have Clarity Act uncertainty + US Midterms + Iran war + potential rate hikes to navigate reee



































