Fireside chat with @jameellionaire at Sui Basecamp 2026. Talking about how to better empower founders building on @SuiNetwork by all means.
Agentic finance & payment, next generation DeFi, data & infrastructures. Sui stack is ready. We need founders with convictions.
@comma3vc @Mysten_Labs @SuiFoundation are always here to build with you and you and you!
感謝我最可愛的 partner! @0x_nico0
有一回來新加坡 2049 住她空房，忘了雙鞋在她家，後來搬家找不到了，今年我就收到驚喜小禮物🎁
明天的 Sui Basecamp 的演講就可以首度登台亮相！
結論：大家快去認識 Nicole 交朋友，然後把東西忘在她家，之後你就會收到更新更好的禮物 😂
It was a pleasure to talk about the future of tokenized securities and how we implement those in Asia.
Full house of sharp minds like Mike & Eugene as Bitgo CEO and CPO. Quincy as EVP from one of the biggest bank in Taiwan. Along with our beloved Bitgo team and Cathay bank team.
How we embrace this new era regarding the whole new digital asset scene in Taiwan and facilitate this strong demand of stablecoin payments given we ship so many GPUs and servers oversea. It’s a big ask. We realizing it step by step.
Langley! Langley! CIA u gotta recruit this guy.
So much respect for @zachxbt
Everyone plz read this and show support. We really need more and more good actors on chain as well as in the industry.
This time, more than a detective!
GM Singapore @token2049
早起游泳真是一舉兩得的好東西，通常沒什麼人可以靜靜的思考和享受，思考的過程中忘了已經游了20幾趟，也把今天能量滿滿的打開。
剛剛趁游泳時把這幾天要上台演説的內容再想過一遍，果然又發現不夠好能改進的地方。包括我們自己 6 號晚上的的 Flow State 活動以及 @SuiNetwork @SuiNetworkCN Basecamp 8 號的fireside chat with head of ecosystem @jameellionaire. 也別忘了我們 8 號還有閉門的中文區 KOL 活動，精心設計的內容肯定非常好玩，非常期待。
就想把最新最完整的乾貨分享給大家，記得要來看表演！@0x_nico0 @Dennyjason2 @corrinaleelee
圖一是昨晚，鍛鍊完加上一小時滑步機就沒力氣游了單純看夕陽
圖二是今天早上，一邊心中練習演説的內容收穫好大
整個會場都可以去的主辦方 badge ，感謝 @BitGo！
又看到熟悉的 @SuiNetwork title sponsor 兩個亞洲最大的展會也是不簡單，錢好多😂
很早的飛機，在貴賓室和 @mrblock 區塊先生機場巧遇！
吃完鼎泰豐的紅油抄手和牛肉麵再出發，不是只有我，大家都還很認真！
期待更多和 @BitGo @SuiNetwork @xStocksFi @KaiaChain 的合作可以陸續報告給大家知道。
Seoul here we come!
$META and sui:native both pumping.
Thoughts?
每天早上一起床睜開眼就想運動，難道是生病了嗎？🤣🤣🤣
兩分鐘下樓，衝！
Feeling like working out every single morning. Blessed my gym is just 2 mins away downstairs.
#homegym
Feel hyped. Gonna make something big!
The Sui Basecamp 2026 lineup keeps growing.
Next up, across AI, ecosystem capital, and onchain markets:
- @amoufarek, @GoogleDeepMind
- @CryptoMichNL, @MNFund_ / @MNCapital_vc
- @Ivantok4, @comma3vc
- @kai_hudi, @tradeonhudi
腦波太弱，看完孫哥 @justinsuntron 這麼好的文章，景甜也說了剪完指甲還可以想摸哪就摸哪。
所以我就跑來剪指甲了… – at Denpasar, Bali
寫的很好大家要看。感謝@TechFlowPost
全网恐怕没几个人比 Michael Saylor更懂怎么买比特币了。
不光自己买，如何 CX 同一个甚至更高 Level 的人买，是一门学问。
刚刚微策略甚至发布了一份长达 21 页的《比特币投资指南》，本质上是一本写给华尔街“老钱”、家族办公室以及圈外保守投资者的“布道手册”。
如果你认识圈外老钱，或者想向传统投资者安利比特币，这份指南给出了极其高明的叙事重塑与实操框架：
1. 降维重估，聊聊“数字资本”
圈外人最爱问：“比特币买不了菜，有啥用？”
Saylor 给老钱们的科普极其直接：比特币根本不是支付货币，它是 21 世纪的“数字资本”（Digital Capital）。
目前全球房地产总值约 393 万亿美元，固收与股市各约 160 万亿美元，黄金 15 万亿美元，而比特币仅 1.55 万亿美元。
房子和黄金之所以贵，是因为它们承载了全球富人的“储值溢价”。
比特币不需要取代美元，它只要凭借极高的便携性和稀缺性，从这几百万亿的传统蓄水池里吸走一小部分溢价，价格就能呈指数级膨胀。
2.怕回撤，看看“四年法则”
传统资本最怕的就是大暴跌。Saylor 怎么打消他们的顾虑呢？用历史数据喂定心丸。
这份指南回溯了 2010 年以来的所有数据：在统计的 4,419 个滚动 4 年持有周期中，历史盈利概率为 100%。 哪怕是在历史最高点买入（2021 年 4 月至 2025 年 4 月），只要拿满 4 年，总回报率依然有 +32.6%，而中位数回报高达 +1306%。
这告诉圈外人：不要去交易它，只要把资金久期拉长到一个减半周期（4年），时间就能抹平绝大多数的波动风险。
3. 保命的仓位管理
散户入场想的是“能赚几倍”，机构入场第一件事是算“怎么才能不死”。
对于完全不懂比特币的高净值人群，指南给出了一个极其清晰的建仓公式：
最大持仓比例 = 投资组合能承受的最大总亏损 ÷ 预设的比特币极端跌幅
如果你总资产只能承受 2% 的回撤，且预设大盘会经历 75% 的深熊暴跌，那你买比特币的仓位上限就是约 2.67%。用严格的数学纪律切断情绪梭哈，让传统资金可以毫无心理负担地完成初始配置。
Saylor 也发帖让大家学习这个指南，仓位决定发言很正常。
但好处在于，他不仅自己在买，还在为整个传统金融圈建立一套可以自洽的买入逻辑与风控体系。
这波牛回，BTC 还有 Saylor， ETH 还有 Tom Lee 喊单；而有些人已经因为高杠杆和赌徒心态，却把自己提前洗下牌桌了。
Come check it out!
Meet @Ivantok4, Founding Partner at @comma3vc, joining 10X Founders Demo Day as a VC judge
Comma3 is an early-stage crypto VC with ~$50M AUM, focused this cycle on Sui - under Ivan's lead, the firm helped grow Sui's TVL from $250M to $2.35B in under a year and launched the Sui Ecosystem Fund with the Sui Foundation
Ivan started out as an R&D engineer at TSMC before moving into investing. With over 8 years as a venture and angel investor, he's backed leading Web3 projects with 35+ exits, co-founded TAAS - Taiwan's first bitcoin treasury company and was one of Taiwan's earliest angels betting on humanoid robotics
Engineer's eye, over 8 years of venture reps - expect him to stress test your tech as hard as your model
10X Founders Demo Day v2.0 · August 25
🔗 Apply now: luma.com/mie9hpvt
法規只是鳴槍,不是終點線。
上週在 2026 台灣創投年會,我們舉辦了下午的 Stablecoin Summit,我看到一個等了好幾年的畫面。
金管會銀行局童政彰局長上台,用十分鐘帶全場走過穩定幣的趨勢與核心概念——就在台灣剛三讀通過 VASP 專法的此刻,這是台灣數位資產與金融科技發展的一大步。創投公會理事長邱德成也親自上台致詞——當銀行監理機關與創投圈的領頭人都為穩定幣站上這個舞台,方向已經再清楚不過。
這十分鐘為什麼重要?過去好幾年,「台灣到底能不能安全地持有、結算數位資產?」這個問題,最誠實的答案都是「法規還不明朗」。現在,這個藉口沒了——法規剛剛鳴了槍。
但鳴槍不是終點線。當法律開口說穩定幣、數位資產是正當的,真正的問題馬上變成基礎建設:誰來安全託管、誰來證明準備金真的在、誰把這一切接回銀行體系。準備金隔離、機構級託管、儲備證明、銀行對接——這些不起眼的管線,才真正決定國際資金敢不敢把錢放在我們這裡。
而這正是我們這幾年一直在做的事。透過 TAAS——台灣第一家比特幣儲備與財庫服務公司——我們把全球最大的獨立數位資產託管商 BitGo(託管資產超過 1,000 億美元,持有美國國家信託銀行執照、歐盟 MiCA 執照等多國牌照)帶進台灣,一段一段鋪起軌道:Bitcoin Reserve & Treasury-as-a-Service、數位資產基礎設施,還有和本地銀行的直接對接。
法規到位了,基礎建設也正在鋪。接下來,就看我們夠不夠快,去接住那些早就在找落腳處的資金。一起繼續 build。
Rules are the starting gun, not the finish line.
Last week we hosted the Stablecoin Summit at the 2026 Taiwan VC & PE Summit, and I witnessed a moment I'd waited years for.
Director-General Tong Chen-Chang of the FSC Banking Bureau took the stage for ten minutes and walked the room through where stablecoins are heading and why they matter, coming just after Taiwan passed its VASP Act, a huge step for the country's digital-asset and fintech development. Andy Chiu, Chairman of the Taiwan Venture Capital Association, addressed the room as well, when the banking regulator and the head of Taiwan's venture community both show up for stablecoins, that tells you where this is going.
Here's why that ten minutes mattered. For years, the honest answer to "can Taiwan safely hold and settle digital assets?" was "the rules aren't clear yet." That excuse is now gone. Regulation just fired the starting gun.
But a starting gun isn't a finish line. The moment the law says stablecoins and digital assets are legitimate, the real question becomes infrastructure: who custodies the assets safely, who proves the reserves are actually there, who connects all of it back to the banks. Segregated reserves, institutional-grade custody, proof of reserves, bank integration — the unglamorous plumbing that decides whether global capital trusts us to hold it.
That's exactly what we've been building. Through TAAS, Taiwan's first Bitcoin reserve and treasury service company, we're bringing BitGo, the world's largest independent digital asset custodian ($100B+ under custody with licenses including a U.S. national trust bank charter and an EU MiCA license), to Taiwan and laying the rails: Bitcoin Reserve & Treasury-as-a-Service, digital assets infrastructure, and direct integration with local banks.
The rules are here. The infrastructure is going in. Now it's on us to build fast enough to catch the capital that's already looking for a home.
Rules are the starting gun, not the finish line.
Last week we hosted the Stablecoin Summit at the 2026 Taiwan VC & PE Summit, and I witnessed a moment I'd waited years for.
Director-General Tong Chen-Chang of the FSC Banking Bureau took the stage for ten minutes and walked the room through where stablecoins are heading and why they matter, coming just after Taiwan passed its VASP Act, a huge step for the country's digital-asset and fintech development. Andy Chiu, Chairman of the Taiwan Venture Capital Association, addressed the room as well, when the banking regulator and the head of Taiwan's venture community both show up for stablecoins, that tells you where this is going.
Here's why that ten minutes mattered. For years, the honest answer to "can Taiwan safely hold and settle digital assets?" was "the rules aren't clear yet." That excuse is now gone. Regulation just fired the starting gun.
But a starting gun isn't a finish line. The moment the law says stablecoins and digital assets are legitimate, the real question becomes infrastructure: who custodies the assets safely, who proves the reserves are actually there, who connects all of it back to the banks. Segregated reserves, institutional-grade custody, proof of reserves, bank integration — the unglamorous plumbing that decides whether global capital trusts us to hold it.
That's exactly what we've been building. Through TAAS, Taiwan's first Bitcoin reserve and treasury service company, we're bringing BitGo, the world's largest independent digital asset custodian ($100B+ under custody with licenses including a U.S. national trust bank charter and an EU MiCA license), to Taiwan and laying the rails: Bitcoin Reserve & Treasury-as-a-Service, digital assets infrastructure, and direct integration with local banks.
The rules are here. The infrastructure is going in. Now it's on us to build fast enough to catch the capital that's already looking for a home.