Officials
@IOSGVC· about 1 month agoHere's a deep dive into Kalshi (federally regulated in the US) and Polymarket (decentralized on Polygon), comparing their unique approaches to event trading. Plus, why the lines between traditional gambling & crypto trading are blurring👇 https://t.co/elh0m0saiJ
@IOSGVC· about 1 month agoGreat experience at @EthCC! 🔥🔥 Thanks the host @akindo_io for having us at the EthCC Builders Showcase at the heart of the main venue. Our investor @jshinny12 joined as a judge together with the featured guests including: @melmelmelting Co-founder & Managing Partner @TheSpartanGroup; @Crypto_Ciara, Founder @CsquaredVC; Kenneth Shek, Founding team @animocabrands & @Moca_Network lead; Jacques Chee, Co-founder @snzholding; Geng Kai, Head of Research @DFG__Official; and @oliviergalaud, GP at Everstake Capital. Huge congrats to the winning teams! 🚀🚀
@IOSGVC· about 1 month agoBOB is on 🔥 🚀 ！
@IOSGVC· about 2 months agoRT @brevis_zk: 🖥️+🚀 Pico-GPU 1.0 is live! 🚄20× faster proofs than Pico CPU, 25 % faster than the closest contender on a single 4090 and already crunching full Ethereum blocks on @eth_proofs. Real-time ETH block proving coming soon! Dive into the details below 👇 https://t.co/RMWZmeWPaD
@IOSGVC· about 2 months agoJoin us during #ETHCC 🇫🇷 with the APAC VC Brunch, together with @fenbushi, @HashKey_Capital and @snzholding. Whether you're founders, entrepreneurs or startup builders, we will ignite meaningful conversations together. Block limited spots here: https://t.co/aNw7La9VAh
@IOSGVC· about 2 months agoRT @Pi_Squared_Pi2: 1/ The Pi Squared VSL Devnet is live. This is more than a launch; it's a leap toward making verifiability and parallelization the norm in decentralized computation. Explore the future today ↓ https://t.co/3NfKaNV8Ve
@IOSGVC· about 2 months ago🚨 Calling developers, researchers, and protocol builders! Join the #EncryptionDay hosted by @FhenixIO during #ETHCC Cannes, France, for an in-depth dive into the future of Ethereum privacy! 🎙️Expect cutting-edge talks on: #ZK #MPC #FHE and Real-world privacy applications 🔥Let's shape the future of cryptography & privacy together! 📅Time: July 3, 10:00-17:00 🔗Reserve a seat here: https://t.co/aSPe04Xnra
@IOSGVC· 2 months agoRT @playonshaga: Over half of the $200B gaming market is locked behind paywalls. Shaga’s decentralized infra and AI tech unlock it, streaming AAA games to anyone, on any device. Built on Solana. Powered by DePIN. Read the vision 👇 https://t.co/M9tHwerSXP
@IOSGVC· 2 months agohttps://t.co/PWkyTfKhT0
@IOSGVC· 2 months agohttps://t.co/hWMTHSCjcS
@IOSGVC· 2 months agoRT @playonshaga: What is Shaga? It’s chat hitting headshots. It’s creators letting go of the controller. It’s a new way to game. https://t.co/qF89Qyf0jd
@IOSGVC· 2 months agoWe cookin with Cyber fr, proud to be on the list🫡
@IOSGVC· 3 months agohttps://t.co/X8w5XxvT9o
@IOSGVC· 3 months agoExcited to work together with @auroraisnear Blocks! WAGMI! 🚀🚀
@IOSGVC· 3 months agoRT @redstone_defi: Something's coming. Guess what. https://t.co/QWkRHfzvp8
@IOSGVC· 3 months agoWorking closely with our ecosystem partners from day one, each is looking to support early teams building in their ecosystem: @arbitrum @ArweaveEco @avax @aztecnetwork @babylonlabs_io @BNBCHAIN @build_on_bob @coingecko @FhenixIO @gmgnai @hyperbolic_labs @Mantle_Official @monad_xyz @Scroll_ZKP @Starknet @Superfluid_HQ @graphprotocol Learn more about the program and what they are looking for 👉 https://t.co/kaTRytu4cF
@IOSGVC· 3 months ago🚀 IOSG Kickstarter Program Application Open We’re backing early crypto founders through the IOSG Kickstarter Program. $100K first checks and hands-on support to get you investor-ready. Especially for teams at day zero who just need that push to get rolling! Apply by June 15 for priority review and direct feedback: https://t.co/kaTRytu4cF Let’s build the future together!
@IOSGVC· 3 months agoRT @TheoriqAI: Big news landing from Theoriq x @wallet We are excited to kick off a collaboration with one of the industry’s leading platforms—launching an exclusive activation campaign on the Theoriq Dashboards and OKX Wallet Giveaway Platform. Here’s how to get involved: Connect with your OKX or everyday wallet - Complete some simple social and product tasks - Earn rewards for participating from both platforms - Unlock whitelist access to be among the first to engage with Theoriq’s products - This is your opportunity to join the Theoriq ecosystem and gain exclusive early access to our innovative suite of Agent Swarm products built on the Theoriq Protocol Join the campaign here: https://t.co/IOutHBi6Oa
@IOSGVC· 4 months agoGm Habibis! IOSG team is all set for #Token2049Dubai Feel free to catch us at meetings and side events. Let's meet in person and connect. DMs are open✉️ https://t.co/i8TaPqmUJM
@IOSGVC· 4 months agoRT @playonshaga: https://t.co/nhbL3Rrmgw
@IOSGVC· 4 months ago@IOSGVC presenting at Arbilink on April 7th, Hongkong. See you around!
@IOSGVC· 4 months agoIOSG Kickstarter x Mantle @Mantle_Official's Scouts Program is supporting early stage projects in the consumer, payments, and AI verticals & projects integrating core ecosystem assets (@mETHProtocol & @FunctionBTC). The Mantle Scouts Program is open to builders working across these verticals & shortlisted teams will gain access to further ecosystem support.
@IOSGVC· 4 months agoApplications are always open — but apply before April 15 for priority review and a chance to receive $100K + ecosystem support! More info: https://t.co/HVPx5dDRFl Apply now: https://t.co/QgZgrsFcEG
@IOSGVC· 4 months agoKickstarter Partners Update 🚀 Excited to welcome @aztecnetwork, @coingecko, @gmgnai, @hyperbolic_labs & @Mantle_Official to the IOSG Kickstarter Program. We are proud to have these leading teams join us in supporting the next generation of builders. More below 👇 https://t.co/nskI66AIoM
@IOSGVC· 4 months agoApplications are always open — but apply before April 15 for priority review and a chance to receive $100K + ecosystem support! More info: https://t.co/HVPx5dEpuT Apply now: https://t.co/QgZgrsFKue
@IOSGVC· 4 months agoIOSG Kickstarter x Mantle @Mantle_Official's Scouts Program is supporting early stage projects in the consumer, payments, and AI verticals & projects integrating core ecosystem assets (@mETHProtocol & @FunctionBTC). The Mantle Scouts Program is open to builders working across these verticals & shortlisted teams will gain access to further ecosystem support.
@IOSGVC· 4 months agoIOSG Kickstarter x Hyperbolic @hyperbolic_labs is a decentralized GPU marketplace powering AI workloads like inference, training, and other compute-heavy applications.They are looking to support teams building the next generation of AI infra and applications. https://t.co/LNZwyIy54N
@IOSGVC· 4 months agoIOSG Kickstarter x CoinGecko @coingecko provides real-time crypto and NFT data APIs—price feeds, trading volume, pairs, metadata, and more. Kickstarter teams may be eligible for a 30% discount to start building with one of Web3’s most trusted data sources. https://t.co/5ZyPKX8F9J
@IOSGVC· 4 months agoIOSG Kickstarter x GMGN @gmgnai is building tools for trading automation and new on-chain trading experiences. Apply to IOSG Kickstarter for a chance to get priority access to GMGN’s data crawling whitelist. Docs: https://t.co/JDXjkkAZcJ https://t.co/EdbUMYsnZZ
@IOSGVC· 4 months agoIOSG Kickstarter x Aztec @aztecnetwork is building a privacy-first zkRollup on Ethereum and developing @NoirLang - the easiest zk circuit language available. They are supporting developers building with Noir or on the Aztec network through their grant program. https://t.co/LuW1WQ55nZ
@IOSGVC· 5 months agoThank you for having us as partner!
@IOSGVC· 5 months agoRT @alexeiZamyatin: EVERYONE WANTS TO BE A HYBRID Bitcoin DeFi is the future. This is why @build_on_bob pioneered the Hybrid L2 design, fusing the best of Bitcoin and Ethereum. It is great to see others pivot to adopt our work on Hybrid L2s and BitVM. More validation that this is the way. BOB = Hybrid L2 = BTC and ETH alignment Being a hybrid is about tech AND ecosystem alignment. BOB is designed to excel at both. ETH alignment: 🔹OP stack EVM (vs alt VMs) with best-in-class tooling and DeFi infrastructure 🔹Superchain member 🔹Tier-1 ETH DeFi already on BOB (@Uniswap, @eulerfinance ...) BTC alignment: 🔸Bitcoin secured DeFi powered by @babylonlabs_io 🔸Home of BTC LST DeFi @Lombard_Finance @SolvProtocol @Bedrock_DeFi 🔸Booming BTC-focused eco with 100+ projects 🔸1-click BTC DeFi earn onramp 🔸HybridBTC (tokenized BTC yield from ETH DeFi) 🔸BitVM bridge live on testnet ... and more make BOB the best place to build and use Bitcoin in DeFi. Fewer words, more tech: The Hybrid L2 blueprint We are committed to leading innovation - so today, we release the Hybrid L2 technical blueprint, showing how exactly combining Bitcoin and Ethereum security works in practice. In the next months, BOB will upgrade to Phase 2 of our roadmap: ETH L2 with Bitcoin finality and native BTC and ETH bridges - without forking Bitcoin(!) 1⃣State validity via ZK proofs ➡️Stage 1 ZK rollup on Ethereum = better security + faster withdrawals for the native ETH bridge 2⃣Bitcoin finality via BTC staking powered by @babylonlabs_io 3⃣Native BTC bridge based on the co-authored BitVM2 design 4⃣ Hybrid DA: include TX on BOB via Bitcoin to avoid sequencer censorship Eventually, we will be able to use BitVM to move settlement from ETH to BTC (Phase 3) but that requires solving the Bitcoin DA problem with better tech or scale. Read the full post👇 https://t.co/8Zl0wpdqxC Hybrid is the future. First to mainnet wins!
@IOSGVC· 5 months agoRT @redstone_defi: Securitize tokenizes Real-World Assets. RedStone connects them to DeFi and On-chain Finance. @Securitize has chosen RedStone as the first and primary blockchain oracle provider for all present and future tokenized products, including BlackRock's BUIDL fund. Learn more 👇 https://t.co/lFMYnFnXQf
@IOSGVC· 5 months agoRT @MarcinRedStone: BREAKING: We've partnered with Securitize, leader in real-world asset (RWA) tokenization. RedStone is the primary oracle for all Securitize tokenized products i.e. BlackRock BUIDL, Apollo ACRED and other big asset managers. Next stop: $300 Trillion in on-chain assets secured.
@IOSGVC· 5 months agoRT @playonshaga: We’re humbled and honored that ATMTA, the visionary developers behind @staratlas, chose Shaga for this landmark investment. Together, we’re pioneering a decentralized gaming future, bringing Star Atlas’s immersive universe on any device, from any location. 🌌🎮
@IOSGVC· 5 months agoInsights from HK to Denver, Ethereum faces its 'Dunkirk Moment.' Can Ethereum reclaim its dominance or will short-termism reshape Web3?
@IOSGVC· 5 months agoRT @DefiantNews: We spoke with @SamiStart at ETH Denver about @Transak, a global fiat-to-crypto onramp that simplifies the process of buying crypto using local currencies. Their solution tackles the complex regulatory and compliance issues in 160 countries. #MediaPartnership https://t.co/nBUNJRSdPZ
@IOSGVC· 5 months agohttps://t.co/EpqByvn99I x IOSG Kickstarter Building trading automation tools or new on-chain trading experiences? Apply to IOSG Kickstarter for a chance to get priority access to @gmgnai APIs! GMGN Docs 📄 https://t.co/JDXjkkBx2h APPLY to Kickstarter 👉 https://t.co/HVPx5dEpuT https://t.co/rrh0VMJCQG
@IOSGVC· 5 months agoRT @playonshaga: Shaga's World Premiere!!! 🌐⚡ Gaming without limits—play instantly, anywhere, with ultra-low latency. The future of gaming starts NOW ☁️ 🎮 https://t.co/CgjNSeilXS
@IOSGVC· 6 months agoWelcome aboard, Monad builders!
@IOSGVC· 6 months agoRT @build_on_bob: As BOB expands Bitcoin’s role in DeFi, we’re introducing Hybrid BTC vaults, creating the first-ever multi-chain BTC yield layer. Hybrid BTC = Deposit BTC into DeFi products across multiple chains, receive yield-bearing HybridBTC and use it in DeFi on BOB. Here’s how it works. 🧵
@IOSGVC· 6 months agoCongratulations to the @playonshaga team on this major milestone! We're thrilled to be part of the journey and continue supporting such an incredible team.
@IOSGVC· 6 months agohttps://t.co/g9HW9VRZ1B
@IOSGVC· 6 months agoRT @redstone_defi: We are ready to paint the town RED! Come to our event in Hong Kong at Consensus HK on the 20th Feb. Enjoy the red vibe and have fun with us! Date: Feb 20th 2-6 PM Cohosting with: @Auros_global Click here to join us! https://t.co/ojl5ubIsmm
@IOSGVC· 6 months ago💫Announcing the IOSG EIR Program💫 Entrepreneur in Residence: a 6-month, in-person program for solo founders to refine product ideas, experiment, and build—backed by funding, mentorship, and our network resources. Applications are now open! Learn more: https://t.co/xmSQxZgYGP
@IOSGVC· 6 months agoRT @iotex_io: Hong Kong 🇭🇰- THE DePIN + AI event at @consensus_hk you can’t miss. DePAI (Decentralized Physical AI) is colliding at breakneck speed, unlocking real world applications, physical AI agents, and the future of sentient intelligence. 📅 Register now: https://t.co/eIC573IynT 🎙️Cohosted by IoTeX & @HashKeyGroup, featuring top minds from: @elizaOS,@animocabrands, @1kxnetwork, @IOSGVC , @ForesightVen, @nubilanetwork, @wingbits, @GEODNET_ , @GoKiteAI, @flock_io, @DeAgentAI & more. 🔥Sponsored by @exa_bits, @MyCoralApp, @datamallcoin, @watchxnetwork, @vision_bit28048, and @Grafilab_io.
@IOSGVC· 6 months agoPico zkVM is a sign of where the crypto ecosystem is headed – more scalable, interconnected, and feature-rich. Keep an eye on platforms leveraging it, as they might be tomorrow’s breakout stars.
@IOSGVC· 6 months agoWith Pico zkVM, developers can build things once deemed impractical. Privacy-first apps (verify info without exposing it), advanced cross-chain DeFi (use multi-chain data safely), or even on-chain games that offload complex logic – all become easier. It’s a tool kit for innovation, unlocking use cases from finance to gaming.
@IOSGVC· 6 months agoUnlike one-size-fits-all solutions, Pico uses a “glue-and-coprocessor” design. Think of it as a general-purpose engine glued together with specialized turbochargers for heavy tasks. You get both versatility and high performance tailored to your app’s needs.
@IOSGVC· 6 months agoThank you for having us! 🚀🚀
@IOSGVC· 6 months ago🚀 Excited to be heading to #ETHDenver with our team: @jocyln003 @momir_amidzic @poopmandefi @glazecl @0xdannyh @jshinny12 We’ll be there Feb 23 - Mar 3, soaking up the energy, meeting builders, and diving into the future of crypto. If you’re a founder or startup team building something awesome, don't hesitate to connect! We'll be there at the #BUIDLathon space or you can reach out to pitch@iosg.vc at any time. BTW what's your must-go-to side events?👀
@IOSGVC· 6 months agoCalling for builders! 🚀🚀 Get ready for Monad Madness Hong Kong! A unique pitch competition bringing together the brightest innovators. We’re all in, don't miss out folks! 🌟 #MonadMadness
@IOSGVC· 7 months agoHappy Lunar New Year 2025 from IOSG 🎊 恭喜發財，新春快樂 🎊 As we step into the Year of the Snake 🐍, we celebrate innovation, adoption, and transformation in the crypto world. May this year bring you sharp insights, strategic wins, and groundbreaking opportunities in this ever-evolving space. Thank you for being part of our journey. Together, let’s navigate the future of crypto with innovation and resilience. Wishing you and your loved ones prosperity, success, and a year filled with bullish moments!
@IOSGVC· 7 months agoRT @jocyln003: 这是一个外来务工人员的故事，多年以前，我们第一次面试，他穿着一件白色衬衫参加面试，IOSG从2019年开始找不同背景和国家的同事加入团队，当时我们在疫情的时候，大家见面很拘谨，他介绍自己来自一个离海很近的欧洲国度，来到中国两年多，开始学习中文。 但是他在计算机科学和金融研究上很在行，当时给我们很仔细的讲述了Bancor的AMM机制设计。我们当时开始合作，加入的六个月他做了大量详实的研究报告，并且当时有一个defi研究获得许多defi OG的认可。不过我们那时候有两个外国人，说实话外国人和中国人的文化还是挺不一样的，我教他们怎么喝早茶，带着他们去云南感受中国的佛家文化，理解中庸之道。 当然，我相信他们的内心都是抗拒的，不过没想到的在IOSG这样艰苦卓绝的成长环境中，这个男生被历练了，而且他真的很热爱研究，包括一直有源源不断的Passion和不同背景学科的创始人沟通，基于这样的热爱，他开始帮助IOSG攻城略池，在过去的几年创造了很多alpha。可以说IOSG在2024年12个在Binance的项目中，有一半的项目都是由他lead或者协同作战，投资赛道的First Mover一直是IOSG的投资原则，这位同事很好的落实这个原则，并且提出了更高的投资标准。 很多时候，我作为创始合伙人带进来推荐的deal，经常到他那里就被毙掉了，所以这个时候我很感伤，当你真的有能力build一个有战斗力很强的组织的时候，你一定要得到团队中那些反对的意见和回声，因为我们培训大家的是投资原则和思考，当整个组织都遵循这样的投资原则和思考的时候，那想必没有任何人能被特别对待，那这样的作战军队投资原则和纪律将会特别的好。 到这里我要公布这位外来务工人员的身份——大山，Momir Amidzic，他加入IOSG五年的时间，创造了无数令人惊叹的成绩，并且他恪守投资和研究原则，可以在2023年的熊市平均每个季度和投资的创始人有超过100个call，恭喜他晋升为IOSG的管理合伙人Managin Partner，期待他青出于蓝更胜于蓝，帮助IOSG走向新的高度。
@IOSGVC· 7 months agohttps://t.co/SLhCaPRsKa
@IOSGVC· 7 months agoRT @hyperbolic_eacc: https://t.co/ICFN6WVj5h
@IOSGVC· 7 months agoCheck out the latest piece from IOSG researcher @poopmandefi. Dive into current DeFi x AI landscape #DeFAI 👇 https://t.co/dcxRTW6Q9C
@IOSGVC· 8 months ago🔥IOSG is thrilled to have hosted the @ai16zdao CN meetup in Hong Kong! Thank you all of you guys for joining us. Let's shout out to our distinguished speakers: @shawmakesmagic, @momir_amidzic ,@zhou49 and @timtimtim_eth 🤟🤟🤟 Last night was nothing short of inspiring. The energy in the room was palpable, reflecting the bright future of Crypto x AI. As we stand on the eve of 2025, we can't help but feel a surge of excitement for what's to come. Wishing everyone a Happy New Year! Let's embark on this new chapter together!❤️🎉🎊
@IOSGVC· 8 months agoRT @SolvProtocol: New Year’s Resolution: Solv more.
@IOSGVC· 8 months agoApplications for Round 3 are live! This is the new round of opportunity to secure up to $100K in funding and tap into IOSG' s industry resources. Apply for Round 3 before March 15th via https://t.co/QSQxARd7XT.
@IOSGVC· 8 months agohttps://t.co/ufOaSGmKat
@IOSGVC· 8 months agoRT @usualmoney: We are pleased to announce that Usual has closed a $10M Series A funding round, led by @BinanceLabs and @KrakenVentures. Together, we’re building the foundation for a Stablecoin Renaissance. https://t.co/WlCMb2lb63
@IOSGVC· 8 months ago🎉 Excited to celebrate the launch of BNB Incubation Alliance Season 9 @BNBCHAIN! 🚀 Through our Kickstarter Program, we actively collaborate with BNB Incubation Alliance on deal referrals, ecosystem expansion, and driving innovation. 🌟 Stand-out Kickstarter projects can fast-track into BIA’s application process. Ready to take your Web3 vision to the next level? Don’t miss this opportunity! 💡✨
@IOSGVC· 8 months agoGotta check this out👀
@IOSGVC· 8 months agoCongrats @Galxe x @chainlink 🔥
@IOSGVC· 8 months agoOur Kickstarter's ecosystem partner BNB Chain MVB Season 9 is open for applications. Apply here: https://t.co/ud909U4u2m
@IOSGVC· 8 months agoFrom Dec 23-30, @ai16zdao CN Dev Meetup will happen in Shanghai, Beijing & Hong Kong, and the founder of ai16z & ElizaOS @shawmakesmagic will be there to meet with developers IRL! @IOSGVC is excited to host the Hong Kong meetup, block your slot here: https://t.co/GPFKWAulQH
@IOSGVC· 8 months agoRT @HackQuest_: Meet VC partners of @0xMantle x HackQuest Accelerator Cohort 1 👊 @IOSGVC A pioneering crypto fund founded in 2017. As a research-driven firm, IOSG assist founders in developing community-friendly protocols that are primed to transform the crypto landscape 🌐 Apply NOW 👉 https://t.co/pGp8iRkHfY
@IOSGVC· 8 months agoA good one produced by our investor @momir_amidzic on Usual Money @usualmoney Read more here 👇 《〈We Deserve a Better Stablecoin》〉 Congrats to @usualmoney for the official TGE! With this major milestone, we wanted to remind everyone of the opportunity they are pursuing and why we think this could be the biggest wealth generation opportunity in this cycle. It's best to start with a background story and a simple question: why is #Blackrock all of a sudden interested in blockchain tech? Is BlackRock embracing the crypto ideology? Probably not. Do they see long-term benefits in replacing traditional financial infrastructure with blockchain rails? To some extent, yes. However, the main reason is likely the impressive business opportunities available today. This leads us to the story of #Tether, a company behind $USDT. Tether: The Best Business Model Ever Last year, Tether made headlines when it was reported that their Q1 net income surpassed BlackRock’s, despite BlackRock managing over 120 times more assets. How is this even possible? Tether’s core business involves accepting fiat collateral in off-chain bank accounts and issuing digital representations of this fiat, known as USDT. It arguably has the best business model in finance-related industries, for several reasons: * Flexibility to Invest 100% of Collateral: They can freely manage the fiat dollars they receive. * Retention of 100% of Investment Proceeds: All profits stay within the company. * Huge Operating Leverage and Profit Margin: Operating costs remain constant regardless of scale. By investing fiat into productive assets like T-bills, Tether is generating billions in annualized revenue from $140 billion under management. Unlike banks, they don’t need to share revenue with users, who are primarily interested in the stablecoin itself and its utility as a broadly accepted medium of payment. The final part of the equation is that they have huge operating leverage for this sort of business. Tether operating expenses remain relatively constant regardless of whether they manage $10 billion, $100 billion, or $1 trillion. This scalability provides immense opportunities. Scaling to Trillions: The Need for Risk-Free Stablecoin Despite their success, current stablecoin providers like #Tether and #Circle face several critical issues that need to be addressed. Some of the issues came to the surface with Silicon Valley Bank (#SVB) failure when it became apparent that stablecoins are not without risk. Moreover, should any of the risks materialize, the users would be the first to suffer. > Lack of transparency During the Silicon Valley Bank (SVB) crisis, the public was unaware if any stablecoin providers were affected. This highlights a significant transparency issue. Lack of transparency not only undermines user trust but also creates regulatory risks, potentially classifying stablecoins as securities due to information asymmetry. > Vulnerability to bank runs Despite having just a small percentage of total assets held in SVB, Circle was exposed to the risk of the death spiral, showcasing poor risk management. Due to the large amount held under one account, Circle’s deposits were uninsured. Without the US government intervention, Circle could have faced a catastrophic bank run because of intending to keep redemption going at 1:1 even though the value of the collateral had been depreciated. > Mutable in principle Current stablecoins like Tether and Circle are not designed to handle future demand for trillions of dollars. Their reliance on human judgment, unpredictability, and lack of immutable principles make them susceptible to black swan risks that due to their scale could have catastrophic implications for the broader crypto industry. The stablecoin we deserve should be immutable, built on well-established rules serving into perpetuity. > Excessive risk-taking Although Circle was the only stablecoin provider visibly affected by the SVB failure, this does not imply that Tether’s management is more prudent; it has simply been more fortunate thus far. One could even argue that the risks mentioned earlier are more pronounced at Tether, which is alarming given its scale. Tether has recently begun addressing some of these issues and mitigating some black swan risks. However, an examination of their balance sheet reveals a high degree of flexibility in managing off-chain funds. Several billion dollars are tied up in illiquid positions such as secured loans and ‘other investments.’ Are USDT holders adequately compensated for the risks associated with these lending and investment activities? Introducing Usual: A User-Owned, Systemic Risk-Free Stablecoin Building an investment strategy to absorb a few billion dollars in a bull market is one thing; building a stablecoin that can scale to trillions is another. Usual is tackling the latter challenge. In recent years, it has become clear that stablecoins will replace volatile cryptocurrencies as the primary medium of payment on blockchain rails. Even to satisfy the existing demand of ~$200B for stablecoins its clear that we need exogenous assets as the collateral. Usual is building infrastructure that: * Operates Predictably According to Immutable Principles * Maximizes Transparency * Minimizes Bank Run Risks and Mitigates Black Swan Events The stablecoin should be designed pessimistically, considering its critical infrastructure role. Usual’s on-chain infrastructure is meticulously designed to scale seamlessly, with mechanisms to avoid bank runs and aggregate pristine collateral effectively. However, risk-averse and conservative designs often struggle to bootstrap and achieve scale. Most new RWA-backed stablecoins lack the appeal of early adopters, who are unlikely to be enticed by a rebase stablecoin offering a modest 5% annual yield. Without the momentum provided by early adopters, these projects are unlikely to reach the scale necessary to attract institutional interest, facing a grim future. Risk Averse Stablecoin x Degen Governance Token Design Usual Money, by contrast, employs an innovative approach by separating the principal token — the risk-averse stablecoin — from the yield, which is fully distributed to the governance token. This model encourages users to join because of speculation and wealth generation opportunities, while over time it cultivates robust network effects that ensure users stay for the long term. The distribution mechanism for the governance token is designed to heavily reward early participants. Over time, as Usual scales and establishes network effects, mining additional governance tokens will cease, effectively capping the supply. Consider the magnitude of the opportunity: if Tether were to go public today, its valuation would likely exceed $50 billion (conservative estimate), based on approximately $140 billion in assets under management that are productively employed and a conservative price-to-earnings ratio. If Tether opted to distribute this value back to its community, it could result in a one-time payout of at least 50% for all its users. Usual Money, meanwhile, goes beyond simply separating the stablecoin product from the governance token which will be distributed according to a logarithmic function. For those willing to make additional commitments and maximize their rewards, Usual plans to introduce a token economics model that incorporates sophisticated game theory, representing the most innovative design since the advent of veCRV. Exceptional Team and Vision Extract from IOSG’s 2023 Usual Investment Memo: “Team: Great product-founder fit. Additionally, the team is highly energetic and professional, leaving a strong, unique impression during the call: highly charismatic, sharp, business-oriented, and skilled at presenting ideas. The co-founders complement each other well and have an excellent network in both crypto and TradFi. ” Having met hundreds of teams in the crypto space over the past four years, we can say that Usual is among the top echelon. The Usual team is unmatched in their energy, dedication to the project, sense of urgency since day 1, and hunger to prove themselves and execute a big vision. They have the right combination of legal and financial expertise that is necessary to build the risk-averse stablecoin design, and enough crypto-nativeness to know how to bootstrap the community and go through the first stage of scaling the product. Usual has the potential to set the new gold standard for stablecoins. With a dedicated team, revolutionary on-chain infrastructure, and innovative tokenomics, Usual is poised to challenge Tether. If successful, this “vampire attack” could result in the most significant wealth generation effect of this bull cycle.
@IOSGVC· 8 months ago更多中文内容阅读，请看这里：https://t.co/sXt0wJ4g36
@IOSGVC· 8 months ago$Usual is unUSUAL! @usualmoney 老板 @jocyln003 亲自带我们回顾从认识到投资Usual的故事，以及决定领投前的一些思考。欢迎朋友们关注，并了解为什么我们认为Usual Money @usualmoney 可能是本轮周期中最具潜力的财富创造项目之一。我们愿意且将持续帮助加密行业的创业者走向星辰大海和成功！🚀🚀 Congrats on the milestone! @Pierr_Person @AdliTB
@IOSGVC· 8 months agoOur Kickstarter Program's partner Superfluid has begun their Frontier Guild S3 application. Frontier Guild's innovative incentive structure and rich industry resources make it a standout program for early stage developers. To learn more about Frontier Guild, please check out this link: https://t.co/isoMbxpYnM
@IOSGVC· 8 months agoCrypto and blockchain is revolutionizing the future of user-own AI, and @NEARProtocol is leading the experiment. Today's read for coffee break: https://t.co/yY6He7XAyy
@IOSGVC· 8 months agoCongrats @zjasper666 @hyperbolic_labs. IOSG is proud to be among the backers for CryptoxAI future.
@IOSGVC· 8 months agoDrop your inputs for $ARB incentives here: https://t.co/hrUcurbpgh
@IOSGVC· 8 months agoRT @momir_amidzic: Call for action for Arbitrum stakeholders. Check out our proposal here: https://t.co/NNcut5aFPc
@IOSGVC· 8 months agoRT @GravityChain: The future of blockchain starts here: The Gravity Ecosystem VC Alliance has officially launched with $50M to supercharge developer innovation https://t.co/lfh1vWLH2E We’re thrilled to start supporting projects and developers building on Gravity with powerful features across 1 gigagas/sec throughput, sub-second finality & unmatched security.
@IOSGVC· 8 months ago🚀 Last Call! 🚀 We are closing our round 2 applications on Dec 15th! Builders can secure up to $100K in funding and access top industry resources. Don’t miss your chance to join our elite cohort. Apply now!
@IOSGVC· 8 months agoICYMI: IOSG Kickstarter is supporting hackers and builders to explore Crypto-AI boundaries at @ai16zdao CN Hacker House in Shanghai, with @shawmakesmagic, @IOSGVC & @PhalaNetwork here to share insights on AI agents 🔥 https://t.co/0u9c1WB0el
@IOSGVC· 9 months ago@mku_eth IOSG is proud to support early builders in @themu_xyz & @zuthailand during the Ethereum Devcon SEA❤️
@IOSGVC· 9 months ago“Perhaps the future won’t be found in any single Silicon Valley, but in a network of purpose-built communities that can appear wherever and whenever innovation calls.” -- The Rise of Pop-up Cities by @mku_eth, Kickstarter at @IOSGVC Full piece read here👇https://t.co/0uAe4zfR3D
@IOSGVC· 9 months agoRT @usualmoney: 🪙 Goodbye Pills, Hello $USUAL. This isn’t just a new website: it’s a shift for DeFi. From using Usual to owning Usual. Welcome to The Yield Discovery Era. With direct yield in $USUAL, our revenue-based token, every next step builds your stake. Let’s dive into what’s new 🧵👇 https://t.co/gVYw4NGJRZ
@IOSGVC· 9 months agoRT @MetaEraCN: 🌟Google Cloud x DBC AI Blockchain —— 探索去中心化 AI 与风险投资的未来！ 🎙️专题讨论：“从 VC 视角探讨去中心化 AI” ，与行业领袖畅聊，嘉宾包括： - Kyle Song， @googlecloud 亚太地区 WEB3 专家 - Feng， @DeepBrainChain 首席执行官 - YuShan Zheng，@waterdripfund 联合创始人兼管理合伙人 - Raynard，AIFocus & @CGVFOF 合伙人 - Henry Poon，@IOSGVC 投资与研究员 🗓️ 时间：11月28日 14:00-18:00 📍地点：Google Hong Kong 🎫 立即报名，一同探讨去中心化 AI 的新机遇！https://t.co/PfVK0R3yUz
@IOSGVC· 9 months agoRT @KYVENetwork: 1/ Let’s delve into another one of KYVE’s Trustless Data Stories 📖 💫 Showcasing the impact of KYVE's data solutions through the experiences of our users & supporters, one chapter at a time. Chapter 4: @IOSGVC 🤝A strong supporter of KYVE from the beginning! https://t.co/vgrvDgcOt5
@IOSGVC· 9 months agoRT @zuthailand: Food is a universal medium for everyone to come together. At ZuThailand we believe in social eating :) We have our first Community Dinner tonight, made possible by our sponsors @IOSGVC, @BitkubOfficial, and @hack_vc! https://t.co/dA7FkXfva9
@IOSGVC· 9 months agoRT @KYVENetwork: 1/ 🚀 KYVE’s expansion era has begun & you’ll want to be part of it... Beyond the data hub—KYVE is expanding in more ways than you can imagine, unlocking new opportunities for everyone. Whether you want to take part in something bigger or simply build with confidence, this is your chance to help shape the next chapter of Web3. Ready to get started? ➡️ https://t.co/jU5U5UP61N
@IOSGVC· 9 months agoRT @bluefinapp: 1/ Today, we are excited to announce the launch of Bluefin Spot, powered by the @SuiNetwork! This launch is a significant step towards our vision of building the most powerful decentralized trading system. Swap Now: https://t.co/NzCKldy7KD
@IOSGVC· 9 months agoRT @komorebihack: Sci-fi becomes sci-fact by @StarkWareLtd Why Gaming Needs Blended Execution by @fluentxyz Is the OnChain Game Builder on the Right Track? Requests for the Next by @IOSGVC Time, Space, Protocol, and Digital Arcology by @guiltygyoza https://t.co/pxZXQ8LAs9
@IOSGVC· 9 months agoRT @OpenLayerHQ: We're excited to announce that OpenLayer has raised $5M to bring web proof to the Internet, reshaping data interoperability and portability. Our investors include @a16zcrypto CSX, @__geometry__ , @IOSGVC, @TheSpartanGroup, @publicworksfm, @LongHashVC, @eternacapital, @MH_Ventures, @sidedoor_vc, @CadenzaVentures, @10kventure, @IDGCV, and many exceptional angel investors.
@IOSGVC· 9 months agoRT @gomblegames: Launchpool #2 closed with over 600K+ DAU & 2.8M MAU! Check highlights below & stay tuned 👀 Invite-a-Friend contest & $winG raffle winners dropping this week!
@IOSGVC· 9 months agoImpressive strides from @SynFuturesDefi. Congrats!
@IOSGVC· 9 months agoSession 11
@IOSGVC· 9 months agoSession 10
@IOSGVC· 9 months agoSession 6
@IOSGVC· 9 months ago🇹🇭 ขอบคุณ Thank you everyone for coming to our event! It was definitely our pleasure to meet you all again and we made so many new friends too! Now let's review what was happening and let me know if you are in the video! 🧵
@IOSGVC· 9 months agoRT @brevis_zk: 🎉We are excited to announce that Brevis has raised $7.5M in a seed round, led by @polychain and @BinanceLabs, with support from @IOSGVC, @NomadCapital_io, @BanklessVC, @HashKey_Global, and more! ⚡️Here's to powering the next generation of dApps! Full details: https://t.co/DbGga3YeJC
@IOSGVC· 9 months ago👋 join us
@IOSGVC· 9 months ago🔥OFR14th Conflict & Consensus: Shaping Ethereum's Future is live at Devcon! Swing by and say hi! We're having a great time connecting with the #Ethereum community. 📍Hilton Sukhumvit Bankok 😍 Register here: https://t.co/6kreuC6uyU
@IOSGVC· 9 months agoRT @mcutler: Hello Bangkok! I arrived yesterday @EFDevcon. Ready to hit the ground running today. Would love to connect & discuss bringing Web3 gas markets onchain. DM me or HMU at the @IOSGVC Conflict & Consensus event at 6:00pm for fireside MEV chat with @MuratLite from @primev_xyz.
KOLs
비어 있음