Gavin@wrapRMB

😎 Founder @Setsyn | #CINA Labs 💭 Analyst | Macro → Liquidity → Bitcoin & Ether 🤔 Explaining risk cycles, not chasing narratives.

 Singapore
Joined January 2017
Pinned Tweet
Gavin@wrapRMB
Sep 7
We’re building institutional-grade infrastructure that connects token units, Digital Transfer Agents, market-making wrappers and the DeFi ecosystem. Separate ownership from liquidity. Turn assets into Wrapped Token. Make assets DeFi-ready. @setsyn
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Gavin retweeted
OPIM
@OPIM_HK
May 6
40M → 3B → Web 3 VC Investing & AI | Alpha Uncovered x Kelvin Koh (@SpartanBlack_1 ), Spartan Group (@TheSpartanGroup) piped.video/ACS1H4FEEIk?si=5Bcz… Inside how the altcoin cycle really works — from private market hype to public market reality. Kelvin breaks down why valuations exploded from $40M to billions, why many tokens collapse after launch, and how venture capital dynamics shape what retail investors eventually see. From “tech is not the moat” to the constant rotation of narratives — #BTC #L2s , #AI , #stablecoins — this is a framework for understanding where capital flows, and where it doesn’t. This isn’t about chasing the next coin. It’s about understanding the cycle before it repeats.

40M → 3B → Web 3 VC Investing & AI | Alpha Uncovered x Kelvin Koh,...

00:00 – Crypto Market Deep Dive01:11 – 40M → 3B: How Crypto Valuat...

youtube.com
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Gavin retweeted
Chris Dixon
@cdixon
Feb 6

The long game for crypto

It’s fashionable right now to declare that “non-financial use cases of crypto are dead.” Some people also claim that read write own has failed. These conclusions misunderstand both the thesis and the

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1/8 — Big picture: Markets aren’t crashing because of fear. They’re repricing a new macro sequence. The Warsh framework is simple but disruptive: QT first, rate cuts later. That order matters.
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7/8 — With QT ongoing and leverage elevated, BTC testing the $70k area is structurally plausible. Not a call. A consequence of liquidity math.
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8/8 — Bottom line: This sell-off isn’t emotional. It’s the market correctly pricing QT-first macro reality. Until balance-sheet pressure eases, crypto remains a high-beta liquidity asset. Watch liquidity, not headlines. #Fed #QT #Macro #Bitcoin #Crypto
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Gavin retweeted
0xWizard
@0xcryptowizard
Jan 25
Article

一个人就是一座城

很多人谈个人成长，总喜欢从“起点”开始讲。 家庭、资源、环境、时代，仿佛这些东西一旦落后，命运就已经被写好。 但如果你真的把时间拉长， 会发现一件更残酷、也更有希望的事—— 起点低，并不决定结局。

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Top 10 Updates of 2025 1️⃣ Multi-platform: Web & Extension 2️⃣ Advanced data tools: Signals & Tracker 3️⃣ Diverse trading options: Meme Rush & Limit Order 4️⃣ Alpha Trading: Point & Event 5️⃣ Booster Program 6️⃣ Stock Token 7️⃣ Binance Wallet Referral 8️⃣ Secure Auto-Sign 9️⃣ Multiple Keyless Wallets 🔟 Comprehensive Security: Transaction simulation, real-time alerts & multi-risk token audits 👇 Which update is your favorite? Tell us in the comments!
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FTX/Alameda had a fail safe in case authorities were ever on to them. The hack last night was an internal system meant to delete data & evidence. Fortunately, even without specifics I alone have enough to send Caroline, Gary Wang, Dan Friedberg, and SBF to prison for life.
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When you find that there is nothing worth investing in #us30 of Dow Jones, it means that the stock market has come to an end, and it does not correctly represent the future without Bitcoin. #StockMarket #Cryptocurrency
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