Percy Chau (@Percy_Chowit) header
Percy Chau (@Percy_Chowit) profile picture

ENTJ | Analyst @TheSpartanGroup | ex-Risk @HSBC 💬 Everything expressed here is solely my own opinion.

Joined June 2021
Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)Photo by Percy Chau (@Percy_Chowit)
For traditional portfolio, it is suggested to diversified around 2% to crypto. Why ? Because only 2% diversification, you increase your Sharpe Ratio significantly. And also, from the research, it's not suggested to diversified more than 12%.
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How it actually went
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See you Saturday, bestie (😭)
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Security researcher will outpay AI researcher
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Percy Chau retweeted
North Koreans celebrating the binance airdrop 😂
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What a day at our Thought Leaders Summit 2026 during Token2049 Singapore 🇸🇬, co-hosted with @PanteraCapital and @Maven11Capital 🎉 Five panels on the conversations shaping digital assets right now: stablecoins as collateral, AI vs. human traders, the future of prediction markets, tokenization and regulation, and whether we’re finally out of crypto winter. A huge thank you to our 25 speakers and moderators (tagged in the comments 👇) and to everyone who joined us in the room. Swipe through for highlights from each panel 👉 See you next year! #Token2049 #ThoughtLeadersSummit
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Scary timing right after the PHP2Shell incidents. Moreover, in just the last few days, banks have been spotting unauthorized AI agents accessing customer accounts and acting without clear permission. I think the agentic layer needs proper monitoring, cybersecurity, and verification. More companies will focus on this and that it will attract more capital deployment and transactions in this area.
What’s one underinvested area in crypto? 🤔 Hear @SpartanBlack_1 's take at @token2049 Singapore 🇸🇬. #TOKEN2049 #Crypto #Cybersecurity
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Skynet
The internet is going into a LOCKDOWN. Hundreds of millions of websites are potentially at risk from cyberattacks. Governments, banks and major platforms have already taken their websites OFFLINE. Many are already calling it “Black October.” At the centre of the shutdowns is something most of us have never heard of, but use every day. PHP, the software behind roughly 7 in 10 websites, has two critical flaws that can let hackers break in without a password. Dubbed PHP2Shell, both are rated 9.2 out of 10 for severity. Details began circulating on Oct 20. Emergency fixes arrived the next day, but attackers were already moving. Cloudflare’s CEO says hacking attempts then jumped from thousands to MILLIONS within hours. Cybersecurity agencies across several countries are telling PHP site owners the same thing: Patch it now, or take it offline. Websites have gone dark worldwide, from government portals and hospitals to banks. CrowdStrike warns these attacks leave almost no trace, so some sites may not know if they’ve been hit. Around 2.6 MILLION internet-facing servers run PHP, potentially hosting hundreds of sites each. Over 1.1 million use older versions no longer receiving official PHP updates. Older installations may need an upgrade to a supported PHP version or a fix from their software provider. And patching does not remove a backdoor an attacker may already have planted. Cloudflare also says hackers are now tweaking their attacks to try to slip past its protections. But PHP isn’t the only security story unfolding. -Japan’s Onamae suspended ALL Desktop Cloud plans after malware was found on customer servers. -India’s eMudhra had 8 website-certificate keys so weak, one was literally the number “4”. -State Bank of India confirmed 3,897 customer records on the dark web. -Criminals used AI agents to break into 400+ Latin American banks. -Capcom confirmed a breach exposing 11.7 million email addresses. -GitLab disclosed a 10/10 severity flaw in versions going back to 2014. -LiteLLM removed a malware-containing release. Railway reported possible exposure of customer secrets. None of these has a confirmed link to PHP2Shell. We’re seeing separate breaches unfold together. The true number of incidents could take months to come out. The world is still on alert. Attacks are still coming.
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Uncle Roger in-house
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Had the pleasure of preparing the data behind Casper Johansson's DAS Asia keynote for @TheSpartanGroup, built on @Blockworks data. The crypto capital game has changed significantly. There are fewer deals, bigger cheques and more strategic buyers/acquirers. The big open question is token sales / fundraising. Is this drop cyclical or structural?
Crypto fundraising is back, but it looks different: • 2025: ~3x the previous peak, on 60% of the deal count • 2026 YTD: only 5% went to pre-seed & seed (vs 32% in 2022) • Token sales: 88 → 4, while ETH fell just 6% @CasperJohansen of @TheSpartanGroup at @blockworksDAS Asia 📷
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The State of Crypto Fundraising and M&A by @CasperJohansen DAS Asia 2026 Investor Stage
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Token Week, another one for the books 🇸🇬 Proud to be part of Spartan and everything we’re building together. Until next time! 🦾🖤 #SpartanGroup
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GM Singapore 🇸🇬 Spartan is pulling up for @token2049 next week. 🫡 The whole crew will be in town, catching up with builders, founders, investors, and friends across the ecosystem. If you’re around, come say gm 👋 See you all soon. #TOKEN2049 #Crypto #Spartan
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Meet the Judges & Hosts of the APAC Stellar Grand Finale. 🌏 Tomorrow, builders from the Philippines 🇵🇭, Indonesia 🇮🇩, and Vietnam 🇻🇳 take the biggest stage yet, and they'll be evaluated by some of the sharpest minds in the Stellar ecosystem. ⚖️ Our Judges: - Sahitya Roy (@SahityaRoy07), @riseinweb3 Ecosystem Strategy & Stellar India Chapter Lead - Kaan Kaçar (@0xkaankacar), Senior Developer Advocate @StellarOrg - Raphael Fortin, Head of Lumen Loop (@lumenloop) - Mert Çiçekçi (@merthxyz) & Yahya Emir Soyer (@yahya_tx), Co-founders of Noether (@Noetherdex) - Percy Chau (@Percy_Chowit), Analyst @TheSpartanGroup - Jin, Investment Analyst (@DWFVentures) 🎙️ Our Hosts: Ana Pugachova (@DeFiWizards), CMO @research_actvox Cosmo Lungu (@CosmoCrypto888) Tune in on @riseinweb3 tomorrow to watch the finalists compete for the top spot: youtube.com/watch?v=_tCfvIvZ… @PHI_Stellar @Indo_Stellar @VN_Stellar
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Meet the Judges & Hosts of the APAC Stellar Grand Finale. 🌏 Tomorrow, builders from the Philippines 🇵🇭, Indonesia 🇮🇩, and Vietnam 🇻🇳 take the biggest stage yet, and they'll be evaluated by some of the sharpest minds in the Stellar ecosystem. ⚖️ Our Judges: - Sahitya Roy (@SahityaRoy07), @riseinweb3 Ecosystem Strategy & Stellar India Chapter Lead - Kaan Kaçar (@0xkaankacar), Senior Developer Advocate @StellarOrg - Raphael Fortin, Head of Lumen Loop (@lumenloop) - Mert Çiçekçi (@merthxyz) & Yahya Emir Soyer (@yahya_tx), Co-founders of Noether (@Noetherdex) - Percy Chau (@Percy_Chowit), Analyst @TheSpartanGroup - Jin, Investment Analyst (@DWFVentures) 🎙️ Our Hosts: Ana Pugachova (@DeFiWizards), CMO @research_actvox Cosmo Lungu (@CosmoCrypto888) Tune in on @riseinweb3 tomorrow to watch the finalists compete for the top spot: youtube.com/watch?v=_tCfvIvZ… @PHI_Stellar @Indo_Stellar @VN_Stellar
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Meet our 4 judges for the Demo Day Tiffany Hoang ( @tiffany_herefen ) - Stellar Vietnam Chapter Lead Louis Nguyen ( @louiskhaing ) - @Chainlink Community Manager Nguyen Quang Nhat Minh ( @minhbear_1904 ) - Stellar Vietnam Devrel Chapter Lead Percy Chau ( @Percy_Chowit ) - Analyst at @thespartangroup Thank you to our judges for joining us. On Demo Day, you pitch to a room of pros, so make the most of it. Take their feedback and move further with real knowledge for your APAC journey ahead.
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