IDG Capital

Raoul Pal: Many forecasters see 80 AI agents for every human. With 9 billion of us, the numbers become staggering fast. And up to 60% of all crypto transactions could be done by agents by end of next year. Google, Sui, Coinbase... "Everybody is building everything from agents." FT @RaoulGMI @Re

A disappointing week for spot $XRP ETFs... In 2026, spot @Ripple ETFs have been on a tear, now boasting an AUM of roughly $1 billion. However, this past week saw just two days of inflows, one day of outflows, and two days of net zero activity. The products ended the week with a net inflow across

This is a good post from Brian that resonates alot with me (and I'm a salty Coinbase shareholder): https://x.com/i/status/2063027072461935084

Babylon token BABY surges 53% after Upbit listing

When @Bitwise started in 2017, these were the leaders: * Leading custodians: Xapo, Kingdom Trust * Leading crypto funds: Metastable, Polychain, Blockchain Capital, Pantera * Leading exchanges: Poloniex, Bittrex, Bitfinex, BitMEX, Bitstamp, Kraken, GDAX, Coinbase * Leading assets included: NEO, O

DEXScreener Detects Multiple New Tokens Across Solana, Ethereum, Base, Sui

Coinbase CEO Brian Armstrong says crypto profits for elected officials are ‘complicated’

Ok, I will shit-talk VCs just a little bit. It was curious to see, when @spindl_xyz was being acquired by Coinbase, how many of our VCs discouraged me to sell, and pushed me to either keep on building or launch a token and pump it as much as possible. Spindl was a modest success, and early inves

I’m quite high cash and short a number of things, namely coinbase ibit ETHA and iwm This is a giga right tail hedge for the most part. Read my threat quoted in the tweet below— I think there will be a lot of of fuckery over the next 45 days, but mkt may have pull forward a lot of the first phase o

《IOSG：从 Coinbase 到 Upbit：一个代币如何走完 28 天的接盘之路》（作者 Xinyang & Ethan）2026 年上币格局呈梯队化：Coinbase/ByBit 领衔首发，Binance Perps 快速验证，Binance Spot 确认后覆盖，韩国交易所末端补充。首发与跟随价差、13–70%峰值空间等揭示了价格发现与流动性传递的结构化路径，熊市下上币更偏向流动性释放而非增长催化剂。投资者应关注 Coinbase+ByBit 首发+稳定性，结合 Perps/Spot 的阶段性回撤与峰值机会，提升决策确定性。 阅读全文：https://t.co/0N98PsJrAL