2025/01/14 24h 顶级 crypto fund 推文梳理
- Mason Nystrom (@masonnystrom) 对Pantera Capital文章的分享 - Mason Nystrom转发了关于Pantera Capital对2025年加密货币市场预测的文章，特别提到了对真实资产（RWAs）的部分，表示了对该领域未来发展的兴趣和关注。这展示了对市场分析和预测的重视，特别是在真实资产与区块链技术结合的趋势上。
I just finished reading @PanteraCapital's article, "The Year Ahead In Crypto—2025" (especially love the section on RWAs by @masonnystrom), and it's packed with insights on the accelerating migration of real-world assets (RWAs) to blockchain. A huge shift is coming, with DeFi… pic.twitter.com/SyAxFt2QyT
— Kevin Lin (@Slutsky___) January 14, 2025
- Delphi Digital (@Delphi_Digital) 对AI预测的认可 - Delphi Digital被提及为在众多2025年AI预测中提供清晰见解的唯一机构，显示了对其分析能力的认可。这突出了对AI技术发展的预测和分析的重视，以及Delphi Digital在该领域的权威性。
1/➣ AI is Here to Stay
— DeFi Warhol (@Defi_Warhol) January 13, 2025
There has been plenty of speculation about the future of AI and its sustainability.
Many are comparing it to the Dot Com bubble of the early 2000s.
There are 2 fundamental differences:
1. capex
2. generality
Let me explain ↓ pic.twitter.com/7d4rcR0LdI
- Pantera Capital (@PanteraCapital) 对Monkey Tilt的支持 - Pantera Capital发表了一系列推文支持Monkey Tilt，指出其平台不仅为规模而建，还为新一代游戏玩家量身定制，强调了社交体验和加密支付的无缝集成。他们还提到Monkey Tilt在KYC/AML框架上的投资，以及领导者@senortilt的丰富经验和吸引到的高层次合作伙伴。这展示了Pantera Capital对创新游戏平台的投资兴趣和对其未来发展的信心。
Monkey Tilt’s platform is not only built for scale but also tailored to the needs of a new generation of gamers who prioritize seamless integration of social experiences and crypto payments infrastructure.
— Pantera Capital (@PanteraCapital) January 13, 2025
They’ve also invested heavily in robust KYC/AML frameworks and… pic.twitter.com/mHLwd0W8LN
- Geoff Hamilton (@gham1lt0n) 对链上资产所有权的转发 - Geoff Hamilton转发了一条推文，讨论了为什么链上资产所有权重要，列举了可以链上拥有的五种资产。这展示了对区块链技术如何改变资产所有权和交易方式的兴趣。
users → owners: why does it matter?
— Jesse Walden (@jessewldn) January 13, 2025
5 things you can now own onchain
1/ money: self-custody enables faster/cheaper tx, more competition for services, global access
2/ products: participate in the economic upside of things you contribute to
3/ identity/data: conveniently…
- a16z (@a16z) 对Raspberry AI投资的公告 - a16z宣布对Raspberry AI进行投资，这是一个旨在转变时尚产业的端到端设计平台，通过利用生成性AI来加速从概念到市场的过程。这展示了对AI在创意行业应用的投资兴趣，以及对提高效率和创新能力的关注。
We are thrilled to announce our investment in Raspberry AI, an end-to-end design platform helping to transform the fashion industry.
— a16z (@a16z) January 13, 2025
In an industry that relies on speed, @raspberry__ai helps designers go from concept to market faster by leveraging gen AI to streamline trend… pic.twitter.com/neGP4v9DEj
- Pantera Capital (@PanteraCapital) 对2025年加密货币行业的展望 - Pantera Capital分享了他们对2025年加密货币行业走向的见解，包括区块链技术的广泛采用、对去美元化的讽刺性回答等。这展示了对未来市场趋势的预测和分析，以及对行业发展的乐观态度。
The Year Ahead in Crypto
— Pantera Capital (@PanteraCapital) January 13, 2025
Our latest insights on where the industry is heading in 2025: https://t.co/zhuWYOoTDQ
The Path to Adoption: Blockchain’s Next 100x Opportunity | @FranklinBi
Predictions for Crypto in 2025 | @veradittakit
Crypto: The Ironic Answer to De-Dollarization |…
