0xElaineHK
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Vibe Investing: When will this bull run of AI bubble burst ?
invest in AI in Silicon Valley, and honestly… it’s all vibes now.
Perplexity made $34M last year, burned $65M, and still climbed to a $14B valuation — 400x revenue. On Wall Street, that multiple induces heart attacks. In Silicon Valley, it’s called “vision.”
OpenAI burned $5B last year and is worth $300B. Burning money isn’t a flaw — it’s part of the faith. The bigger the bonfire, the stronger your disciples believe.
No spreadsheets. No cash flow models. No retention curves.
Just energy, intuition, and that billion-dollar feeling.
AR
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Vibe Investing: When this bull round of AI Bubble goes to Pop?
invest in AI in Silicon Valley, and honestly… it’s all vibes now.
Perplexity made $34M last year, burned $65M, and still climbed to a $14B valuation — 400x revenue. On Wall Street, that multiple induces heart attacks. In Silicon Valley, it’s called “vision.”
OpenAI burned $5B last year and is worth $300B. Burning money isn’t a flaw — it’s part of the faith. The bigger the bonfire, the stronger your disciples believe.
No spreadsheets. No cash flow models. No retention curves.
Just energy, intuition, and that billion-dollar feeling
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My parents bought some gold bars back when the price was 300 RMB per gram, and now it’s already 960 RMB.
My investment returns this year didn’t even beat my parents, who don’t know anything about finance.
And they’re the type who just lock it in a safe and won’t sell it, saying it’s for retirement.
Old money really does know what they’re doing. 😂
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Come to Wall Street in New York to touch the Charging Bull, soak in the bull spirit, and pray that the bull run is still on, and luckily made it onto Wall Street's "big poster" 😂
The turbulent global situation has led to significant fluctuations in gold prices, stock markets, and cryptocurrency markets. I hope everyone's positions are still intact; as long as we survive in the market, it is a victory.
At the same time, congratulations to AXG for ringing the bell at Nasdaq, and I am fortunate to participate in the celebration party.
Witnessing the moment when RWA steps into Wall Street
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Hi i’m Elaine Yang! Asian e-girl, sf-based 🌉 investor— looking for both boyfriends and early-stage ai × web3 startups to fall in love with 💘:)
a lil about my background:
4 years in venture capital
2 years in big tech
2 years building a startup that got acquired 🚀
love creative founders, deep talks, and Serendipity
let’s grab coffee ,brainstorm your next unicorn or your star sign☕️✨
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I would like to ask Aster @Aster_DEX about the first batch of Airdrop. I previously had the studio manually interact with the Airdrop to earn 110W points, and at that time, it was on the Solana chain.
Then the other party is saying there is no Airdrop?
Is this normal?
At that time, I lost 800U. If I provide the address, can it be traced?
Now the other party is saying there is no Airdrop and they won't give the private key, I'm really speechless.
ASTER-3.46%
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Busy with the Nasdaq listing yesterday, thank you all for your support!
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POV: When Sam Altman takes over as the chicken cutlet manager for Chicken Cutlet Guy during the National Day, the business is so good that I can't even urge him.
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It is an honor to have a Fireside chat with Sam Altman @sama.
Glad to have a fireside chat with Sam Altman
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The interest rate cut cycle is about to begin, history is always surprisingly similar.
After the interest rate cut cycle began in August 2019, we witnessed the collective rise of DeFi blue chips, with those projects that quietly built during the bear market experiencing a full market discovery in 2020-2021.
As of September 2025, a new round of interest rate cuts is about to arrive, and the entrepreneurs around me are starting to flock to the US for financing.
The release of market liquidity often fosters real innovative breakthroughs, rather than simple speculative cycles.
Teams that continue
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The speech of the new SEC chairman marks a historic turning point in encryption regulation.
From weaponizing law enforcement to the "encryption plan", the United States is repositioning itself as the global capital of encryption. Key changes include: clarifying that the vast majority of tokens are not securities, supporting on-chain financing, and allowing innovation in super application platforms.
This is not only a policy shift, but also a liberation for innovators. When regulation transforms from an obstacle to a support, we will witness the golden age of financial innovation erupting on Am
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More and more AI startups are actively seeking top talent instead of waiting for resumes to be submitted. This "Reverse recruitment" model is reshaping the talent flow across the entire tech industry.
At the same time, the view that ETH will long-term surpass BTC in market value is gaining more consensus. Value reassessment driven by technological innovation often arrives faster than we expect.
Whether in the talent market or the crypto market, the proactive side always has better opportunities.
#AI ETH #BTC Web3 #Crypto
ETH-0.87%
BTC-1.31%
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During the political turmoil in Nepal, the government banned 26 social platforms but missed Discord, resulting in local citizens flocking to DC to establish channels for political discussions and protest voting.
Ultimately, more than 7,000 people participated in the leader election voting, and the application of this decentralized governance method in real-world politics is astonishing.
We use Discord for governance, while they use it to elect the Prime Minister; Web3 tools are reshaping traditional power structures.
#Web3 #Discord #Decentralized Governance
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The real Bots ChatGPT moment has not yet arrived.
Hardware is not the bottleneck; embodied intelligence is. Imagine a Bots walking into an unfamiliar conference room, understanding "pass the water to that audience member" and executing it smoothly—this is the critical point.
End-to-end large models are the only solution: AI integration of the entire process from vision, semantics to actions, enabling Bots to truly understand the world.
The layout of GAIB is quite interesting: computing power investment extends to Bots, hardware cash flow is tokenized, and a financial closed loop connects on-ch
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Missing this opportunity with $OSK is truly a painful lesson.
Clearly, all the cognition and information point to this being easy money, yet due to procrastination, I missed out on dozens of times the profit.
Recently, I feel that my on-chain intuition is deteriorating. I used to be able to drink while trading, but now drinking really just means drinking.
Losing youthful vigor and execution ability is the beginning of being eliminated.
Each alpha piece of information must be studied immediately; we cannot just get used to saying "received" and leave it at that.
The market does not wait for any
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