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Lucas

@lucasxleong

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VC Investor @Cryptocom_cap | London School of Economics (LSE) Opinions are my own / Not a solicitation / Not an offer for investment advisory services

Moon
Joined March 2024
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@lucasxleong
Lucas
7 days
Some of the best freemium tools I used for AI agents research (in no specific order) Cookie. fun (@cookiedotfun) - comprehensive data on AI agents - AI agents index, incl. market cap, volume, mindshare, etc. Sentient Market (@sentientmarket) - provides filters incl. infra, dApps, meme, etc. - see token holder count, average holdings, token age - tracking latest agent shilling AI Agents Directory (@AIAgentsHub) - AI agent landscape mapping - incl. both web2 and web3 agents - covers framework, productivity, software testing, etc. Daos. fun (@daosdotfun) - see DAO token and their creator - explore current party rounds - evaluate net asset value premium Dexu (@_dexuai) - narrative breakdown tool - provides market and social data in a dashboard view for AI projects HolderScan (@HolderScan) - details token holder changes across selected time period - filters incl. min/ max holders, network, etc.
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@lucasxleong
Lucas
9 days
24hr liquidations amounted to $2.2bn, a record high Context: this is even worse than the FTX and Luna downfall
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@lucasxleong
Lucas
26 days
RT @Cryptocom_Cap: We have invested in @reown_, the leading toolkits platform for wallet connection UX, integrated with over 600 wallets an…
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@lucasxleong
Lucas
1 month
My 2025 Crypto VC Funding Outlook TL;DR - Overall optimistic under strong regulatory and macro tailwind - Funding unlikely to hit the 2021/ 2022 highs as VCs won't make the same mistake twice - Capital will be allocated towards projects with strong fundamentals, leading to high-caliber projects entering the public market Verticals to Watch - Infra (preconf, tooling, interop, etc.) - Crypto * AI (Specialised AI agents, multi-agent orchestration, data intelligence, etc.) - DeFi (protocols with novel mechanisms to boost capital efficiency, instead of forking) Primary & Secondary Market Interaction - In 2025, VCs will focus on fundamentals more than ever, with capital injected towards strong teams proposing healthy tokenomics and realistic revenue models - Projects will enter the secondary market via CEX with strong momentum, encouraging price discovery and liquidity provision, facilitating robust capital market formation - Though the uphill performance of DEX is notable, CEX will still play an instrumental role in introducing projects to retail, influencing the capital flow for most narratives If you're building in crypto, my DM is always open!
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@lucasxleong
Lucas
2 months
Due to current market conditions, my pronouns are now buy/ the/ dip Thanks yall and Merry Christmas🎄
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@lucasxleong
Lucas
2 months
RT @kris: Honored to have a seat at the table.
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@lucasxleong
Lucas
2 months
RT @Cryptocom_Exch: Movement ($MOVE) is now listed in the Exchange! 💰Trade easily with USD and deposit seamlessly…
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@lucasxleong
Lucas
2 months
Last evening, I came across a news headline: “Citadel CEO Ken Griffin says he regrets not buying crypto a few years ago.” This prompted me to reflect on a brief conversation I had with Ken Griffin in October 2023. During my third year at The London School of Economics and Political Science (LSE), a peer of mine reached out to Ken Griffin via email and successfully arranged for him to share insights with us. This marked his first visit to any UK university and resulted in the most attended session that our business society has ever hosted. Having researched his stance on crypto (as a typical LSE sweat), I prepared a few questions regarding the topic. After an hour of panel discussion, I was fortunate to be selected during the Q&A session. **Me**: “During your previous interview with Andrew Sorkin from The New York Times, you demonstrated a rather bearish position on crypto. However, your view seems to have changed recently. How come?” **Ken Griffin**: “The market cap, which currently stands at ~$3 trillion. Solana also trades at a $600 million valuation as well … I am not particularly fond of blockchain’s anonymous nature … Retail perception of sovereign credit will also influence its pricing, particularly in emerging markets … None of Citadel’s portfolio holds crypto by the way.” Being early does not necessarily mean you’re wrong. Once a subject achieves consensus, your entry may only be a beta play at best, or, worse, you could end up as the exit liquidity. Determination and conviction can take you far; perhaps we’ll see Citadel creating a Bitcoin strategic reserve next. Who knows?! #LSE #Citadel #Crypto #KenGriffin
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@lucasxleong
Lucas
3 months
@QwQiao Or $168k ?! #iykyk
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@lucasxleong
Lucas
3 months
On another episode of "No shit, Sherlock"
@TheBTCTherapist
The ₿itcoin Therapist
5 months
When people ask me why I own Bitcoin I just send them this video of Kamala Harris explaining how to fix inflation.
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@lucasxleong
Lucas
4 months
Happy to announce that I'm doing the same job as Trump and Vance Didn't know the day would come so fast🫡
@greg_price11
Greg Price
4 months
Tim Walz just said that "venture capitalists like JD Vance and Donald Trump" are responsible for working class communities being left behind and jobs being moved overseas. This guy very clearly has no idea what he is talking about
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@lucasxleong
Lucas
4 months
RT @Cryptocom_Exch: Deposits are now enabled for deBridge ($DBR)! We will list DBR for trading on the Exchange wh…
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@lucasxleong
Lucas
4 months
The temptation is real
@WatcherGuru
Watcher.Guru
4 months
JUST IN: 🇮🇹 Italy to raise capital gain tax on #Bitcoin from 26% to 42%.
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@lucasxleong
Lucas
4 months
@SuiNetwork Just gonna coin a new term here: Infrastructure Partner Adjusted Selling Pressure
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@lucasxleong
Lucas
4 months
3/ Upcoming Projects on Solana Keeping an eye on @AgriDexPlatform @DivvyBet
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@lucasxleong
Lucas
4 months
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@lucasxleong
Lucas
4 months
RT @kris: Today, filed suit against the SEC to protect the future of crypto in the U.S.:
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