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Adrian
Intern @Newmangrp, @newmancapitalvc. @0xeorta. NBA trash talker. BlackRock my ex-daddy. I am in the culture, are you? Building in 2025.
Make no mistake, I invested in one treasury shell (ena) for short term gain plus stablecoin is a differentiating narrative. In mid to long term I think these shells are going to be very bad for the market.
Just imagine when CBs are exercised when there’s a bear market, these shells have to sell the underlying tokens to pay back debts. It will be downward spiral.
We are all making short term gains thanks to wall streets, we will pay the price in long term.
12,16K
Insane story of @edison0xyz on @basedappHQ performance within one month launch of the app on @HyperliquidX - 1 billion USD trading volume within one month.
I can’t even recall how many times of pivot did Edison make to make this work, from the beginning built out on Luna, to base, to b2b subscription based payment solution, to the current product with pmf on Hyperliquid. Hearing a lot of amazing feedback from the Korean community.
That’s mamba mentality. Glad that @Newmancapitalvc backed Edison.

Edison31.7.2025
@hashed_official @TheSpartanGroup @Newmancapitalvc @DeFianceCapital @ASvanevik @tongnk @xinshudong 16 June: Decide and sent out email
24 June: HyperApp launched
15 Jul: Releases first version of web terminal because we are not retaining users
25 Jul: 400M volume
29 Jul: Number 2 in daily traction
3,67K
IMO it’s truly worrying that this cycle we don’t see much innovation going on while the positives are 1) Wall Street entering 2) regulatory clarity. It’s not about just having another hot narrative but at least we need to see founders trying new things. No, founders are not motivated.

Adrian30.7.2025
One key concern of this cycle is price growth being led by DATs and Wall Street. New builders don’t get incentivised and might even get fundings harder than during the bear market. In terms of innovation advancement, this cycle isn’t productive.
Not everyone has the $ that can work towards a public sales directly. I see lots of new founders being completely discouraged when prices are going up. It’s a strange time.
1,42K
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