Building AI tools for better investment decisions @LongHashVC.

KL, Malaysia
Not talked about a lot but Malaysian founders have been some of the biggest stars of crypto this cycle building truly useful apps with outstanding traction. @ethermage & @everythingempty - @virtuals_io @sssionggg - @JupiterExchange @cindyleowtt - @DriftProtocol @tn_pendle - @pendle_fi And to this day, people outside of Asia are still surprised that @etherscan and @coingecko are Malaysian companies. Only a matter of time before the rest of the world takes notice. 🇲🇾
24
26
193
19,516
Our Portfolio Manager @OpenZenjin is speaking at @MalaysiaBCW this week in Kuala Lumpur. He'll be sharing how we think about investing at the convergence of AI, robotics, and digital assets. See you at World Trade Centre, July 29-30.
🚀 Featured Speakers joining MYBW 2026: Jerome Ong, Emerson and Chris Ling. Jerome Ong (@jerome_), Co-founder and General Partner at Maximum Frequency Ventures (@mf__xyz), brings experience across institutional investing, APAC ecosystem growth, and operator roles spanning Aptos Foundation, CloudKitchens, Goldman Sachs and GIC. Emerson (@OpenZenjin), Portfolio Manager at LongHash Ventures (@LongHashVC), works across portfolio growth, AI-native operations and exit strategy, with the fund investing at the convergence of AI, robotics and digital assets. Chris Ling (@chrisling_dev), Investment Associate at No Limit Holdings (@nolimithodl), brings an investor perspective on emerging Web3 opportunities and the next wave of digital asset founders. From venture capital and ecosystem expansion to AI, robotics and digital assets, this group brings a strong investor view to the MYBW stage. 📍 World Trade Centre, Kuala Lumpur 📅 29–30 July 2026 🎟️ Get your tickets now: myblockchainweek.com/buy-tic…
1
3
801
One of the best benefits out of vibe-coding is the opportunity to fail fast. Before, it took a months of your time and a lot more money to ship something, test it out, and get some traction. Today, it takes days and the cost of a Claude subscription. Fail fast, learn better.
1
2
281
DeFi lending has PMF where loans are previous inaccessible to individuals / institutions. In a future where AI calculates one’s creditworthiness in an opaque black box with social credit scores, perhaps it will find further fit in providing loans to those rejected by TradFi.
2
206
In a world where AI can feasibly help you achieve any objective, your edge (and key to happiness) is awareness and clear communication of your values and goals.
139
Will be buying the dips on BTC and Gold here on a 2-3 month horizon. Seeing a boost in global liquidity due to: 1. QE from the Chinese Central Bank 2. Chinese M2 levels going up Ideally would’ve wanted to see global M2 acceleration above 2.5% so the BTC trade might not go well, but r/r is good here at least on a years-long horizon.
6
255
Every time I walk into a bank, I am reminded of why I'm in this space, and why DeFi will eat TradFi alive.
1
2
200
Solid article by @0xyuns spotlighting Malaysia's crypto scene. My hypotheses for why we have such strong founders coming out of the country: 1. Often, the only way to make it in Malaysia (besides crypto, kek) is to become an entrepreneur. Our local wage structure is pretty broken, leading quite a number of us to go out and build. This has been the case for a couple of generations - you may find that many Malaysian crypto founders' parents were entrepreneurs too. 2. We bridge Asia, US, and Europe really well with their multilingualism & multiculturalism. We speak English fluently, and Chinese-Malaysians probably speak the best Chinese outside of China. This hones our networks and ability to sell, hire, and build partnerships.
4
696
Some insane growth on @CoWSwap volume and revenue recently places its FDV at just 6.5x of its annualised revenue. As the meta shifts from mindshare to revenue, perhaps time to look into $COW again. 🐮
3
1
16
1,526
yay @0xRyze made me a certified ai tamagotchi-er souls.fun
2
138
$KAITO is the bet for the growth of the attention economy
1
3
331
Takeaways from a great article by @kylascan and her pod with @ezraklein: - Traditional way to have a "secure" job and climb the corporate ladder may be the most insecure way to secure wealth when AI can disrupt large segments of the economy rapidly - People will need to target ways to generate attention & find asymmetric career/investment opportunities open.substack.com/pub/kyla/p…
140
Markets so bad people be bidding Bytedance
5
300
I suppose asset dispersion is an early sign the industry is maturing, and vapourware projects can't just rely on "market go up" to reap the gains anymore. Current pains are necessary for the industry as a whole to grow.
5
221
One of the few products that have withstood market conditions recently has been @UseUniversalX. Keep your eyes peeled. 👀
1
3
224
Took 30 seconds to ape a new @virtuals_io agent with USDC from Solana 👀 UniversalX by @ParticleNtwrk hands-down the easiest way to trench on @virtuals_io rn
1
1
21
1,042
VCs need to be way more careful before advising founders to "align with a narrative". You're asking your portco to pivot their entire team's resources to chase a hot narrative their team may not have capabilities for, risking the narrative ending, and a crowded competitive landscape when the team is eventually ready to launch. Just imagine how jaded the engineering team would be if that's the case. Mindshare is powerful, and valuable in crypto, but don't force it if it's detrimental to the team's long-term prospects. And, by extension, your power law returns. i.e. there's a low chance you bag a fund returned with a narrative chaser, but a high chance your fund returner is a narrative definer
4
301
Christmas sale!
165
Selling $VIRTUAL before swarms is like selling $HYPE before HyperEVM launches
selling $HYPE before HyperEVM launches is like selling $LUNA before the Columbus-5 upgrade
1
4
324
Social token thesis of last cycle actually played out to the tee, but instead of humans, it played out for AI
1
129