Jay Yu 🐟 (@0xfishylosopher) / X

Jay Yu 🐟

2,301 posts

Jay Yu 🐟

@0xfishylosopher

research & investments @panteracapital | ex-pres @StanfordCrypto | alum @StanfordPHIL | opinions own nfa

San Francisco, CA

Joined May 2022

Pinned
Jay Yu 🐟
@0xfishylosopher
Jun 9
As we enter the trillion-dollar Pre-IPO season, sharing some of my thoughts on "tokenized startups", and how mechanisms such as tokenization, perps, SPVs, and Closed End Funds can rewrite access for the world's most exciting companies. And in the process, how "reinventing the
Jay Yu 🐟
@0xfishylosopher
Jun 9
Article
Tokenized Startups - Restoring Access to Pre-IPO Companies
Public markets for the world's fastest-growing tech companies don't work like they used to. 30 years ago, Amazon went public at a $438 million valuation, three years after its founding. Netscape...
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Jay Yu 🐟
@0xfishylosopher
Aug 1, 2025
I’m thrilled to announce that I’m joining @PanteraCapital for research and investments – at a moment where grassroots innovation in blockchain gets turbocharged by institutional adoption. Over the past decade, @dan_pantera , @veradittakit and Pantera’s venture team has played a
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Jay Yu 🐟
@0xfishylosopher
Oct 14, 2024
1/ Crypto still faces a massive education problem. This Fall, we've welcomed many new freshmen to @StanfordCrypto, and many have asked me how to get started. So we've put together a "Stanford Blockchain Reading List" on Crypto 101:
The Stanford Blockchain Reading List
From blockchain.stanford.edu
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Jay Yu 🐟
@0xfishylosopher
May 28, 2024
1/ We're teaching @Uniswap fee switch design as Stanford course curriculum. On Friday, I had the privilege of lecturing on Uniswap Governance for Stanford's "CS 352B/LAW 1078: Blockchain Governance", looking at UNI delegation, the Wormhole Controversy, and the Fee Switch.
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Jay Yu 🐟
@0xfishylosopher
Aug 9, 2024
Replying to @jennsun
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Jay Yu 🐟
@0xfishylosopher
Nov 13, 2025
this is honest advice, and I think writing is what really got me my job at @PanteraCapital out of college. Even as a stanford undergrad, VC can seem hard to break into. The real reason is that VC seems on the surface like a job that has no moat - all you do is literally yap to
Haseeb ＞|＜
@hosseeb
Nov 10, 2025
Here's what I would do if I was a young person trying to break into VC: Write. Short writeups, on Twitter. Not generic market philosophical thinkpieces, because those will be assumed to be AI slop or regurgitated research. No one will read it unless you're brilliant, which
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Jay Yu 🐟
@0xfishylosopher
Oct 11, 2024
Unichain launched with many Uniswap DAO delegates in the dark. In one swoop, Unichain has: - aligned equity bags - basically killed the fee switch, the DAOs most promising idea - functionally mutated the “immutable” ERC20 decentralization has been unburdened by what has been
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Jay Yu 🐟
@0xfishylosopher
Aug 31, 2024
making sf crypto great again @StanfordCrypto @CalBlockchain
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Jay Yu 🐟
@0xfishylosopher
May 28, 2025
defended my philosophy honors thesis and took grad photos last week… reality of leaving this beautiful campus is slowly dawning 🥲
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Jay Yu 🐟
@0xfishylosopher
Dec 4, 2024
1/ We always assume that behind each private key is a single, permanent owner - think "not your keys, not your crypto". But what if this doesn't hold? What if, just like Netflix passwords, you could SHARE your private key access? Over the past few months, I've been privileged to
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Jay Yu 🐟
@0xfishylosopher
Aug 28, 2025
I'm backing @kolelee_ to build Vigil as a generational company. I met Kole on campus in the deep bear of 2023. In a world where everyone was shilling AI, Kole was still willing to be the contrarian that still held conviction in crypto. Kole became my brother-in-arms as we took
Kole Lee
@kolelee_
Aug 28, 2025
In middle school, with money earned performing magic shows I opened my first investment account. At Stanford, captivated by the markets, I realized a paradigm shift was on the horizon. Today, I am excited to announce our $5.7M raise, led by @novaholdings. With the
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Jay Yu 🐟
@0xfishylosopher
Sep 25, 2025
How can you buy a fridge with an AI agent? With @Ryan__Barney, I trace the history of "HTTP 402 - Payment Required": its lost promise as the Internet's payment code, its revival in the era of agentic payments by @coinbase's x402, @BitGPTnetwork h402, and @radiustech_xyz EVMAuth,
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Jay Yu 🐟
@0xfishylosopher
Dec 25, 2024
12 crypto predictions/a collection of my crypto notes for 2025 (my xmas present to ct) 🎄🧵
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Jay Yu 🐟
@0xfishylosopher
Aug 10, 2023
As Stanford Blockchain Week is just around the corner, check out @StanfordCrypto's official list of all the side events during the week 👀 tinyurl.com/bddk366v
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