Tony (@0xtony0x) / X

Tony

329 posts

Tony

@0xtony0x

investment partner @primitivecrypto, prev @fenbushi

Joined May 2025

Tony
@0xtony0x
May 8, 2025
- TWD/USD surged 4% in one day (rare "19-sigma" event). - De-dollarization accelerates: China's CIPS reportedly surpassed SWIFT daily volumes, processing ¥12.8T ($1.76T USD) in a single day (not officially confirmed) - Futu ("China's Robinhood") now accepting deposits in USDT,
Tony
@0xtony0x
May 8, 2025
Article
Convergence and Divergence: US, China, CeDeFi
US & China Divergence & De-dollarization Recently, extraordinary volatility in currency markets highlighted deepening macroeconomic tensions and significant shifts in global financial dynamics. The...
24K
Tony
@0xtony0x
May 8, 2025
Article
Convergence and Divergence: US, China, CeDeFi
US & China Divergence & De-dollarization Recently, extraordinary volatility in currency markets highlighted deepening macroeconomic tensions and significant shifts in global financial dynamics. The...
37K
Tony
@0xtony0x
Aug 1, 2025
Some thoughts on long-term effect of DAT on on-chain economy: 1) DAT is the most capital-efficient wrapper for TradFi allocators to capture staking and on-chain carry. Spot ETFs owe daily create/redemption (T+0) which—given Ethereum’s withdrawal queue—must keep staking very
23K
Tony
@0xtony0x
Jun 30, 2025
Regulatory arbitrage is the biggest reason why @RobinhoodApp offer tokenized stock in EU today: - Robinhood does not have the license to offer US equities directly in EU, but they have the licenses to offer token in EU after acquiring @Bitstamp - Traditional U.S. stock
4.6K
Tony
@0xtony0x
May 19, 2025
Hosting a Solana Brunch event during the Accelerate with @perena and @sanctumso Wednesday 11am - 1pm EST See you guys there
Solana Accelerate Brunch w/ Primitive Ventures, Perena & Sanctum · Luma
From luma.com
4.5K
Tony
@0xtony0x
Jul 2, 2025
If we think about it, this bull cycle really got started with the equity market—BTC and ETH ETF approvals, which fundamentally changed the capital supply chain of our industry. In past cycles, marginal buyers could only enter via crypto-native venues. So BTC profit rotation
6.6K
Tony
@0xtony0x
Jul 1, 2025
Why is there a Cambrian explosion of tokenized equities & equities perp projects coming out recently?(@RobinhoodApp @BackedFi @unitxyz @ostium just to name a few) On the supply/issuer side: - Recent political tailwind like stablecoin bill and the upcoming market structure
624
Tony
@0xtony0x
May 13, 2025
SpaceTEE immune of physical attack? Cosmic entropy bringing true randomness on-chain? @SpaceComputerIO does it all
SpaceComputer
@SpaceComputerIO
May 13, 2025
SpaceComputer is launching into a new frontier 🖖 🛰️ Pre-seed round led by @primitivecrypto 🛰️ Participation from → @nascentxyz, @tangent_xyz, @symbolicvc, @publicworksfm, Merkle Ventures and Star-Shield. Epic roster of angels → @loi_luu, @sandeepnailwal, @Melt_Dem
1.5K
Tony
@0xtony0x
Jul 3, 2025
Replying to @alphawifhat
This cycle started in stock market and will end in stock market
Tony
@0xtony0x
Jul 2, 2025
If we think about it, this bull cycle really got started with the equity market—BTC and ETH ETF approvals, which fundamentally changed the capital supply chain of our industry. In past cycles, marginal buyers could only enter via crypto-native venues. So BTC profit rotation
5.6K
Tony
@0xtony0x
Jun 17, 2025
Stablecoin adoption has a huge positive externality toward the rest of crypto: 1. solve the last mile problem of on/off ramp without touching CEX 2. directly onboard businesses and individuals to have assets on-chain, broadening the on-chain asset allocator profiles With
417
Tony
@0xtony0x
Jul 17, 2025
$SBET will save $ETH
Primitive Ventures
@primitivecrypto
May 29, 2025
Article
Our Investment in SBET: A New Chapter in the CeDeFi Convergence
written by Yetta (@yettasing), investment partner at Primitive Ventures and Sean, liquid partner at Primitive Ventures We are delighted to announce our participation in SharpLink Gaming, Inc.’s...
539
Tony
@0xtony0x
May 29, 2025
The CeDeFi convergence is happening on multiple fronts: - Stablecoin payment providers are migrating retail and merchant payment flow from legacy rails onto blockchain rails. - Protocols like @ethena, @bouncebit, and @capapp act as interest rate arbitrage vehicles,
Primitive Ventures
@primitivecrypto
May 29, 2025
Article
Our Investment in SBET: A New Chapter in the CeDeFi Convergence
written by Yetta (@yettasing), investment partner at Primitive Ventures and Sean, liquid partner at Primitive Ventures We are delighted to announce our participation in SharpLink Gaming, Inc.’s...
321
Tony
@0xtony0x
Aug 4, 2025
The future of Robotics will be open-source powered by @openmind_agi
OpenMind
@openmind_agi
Aug 4, 2025
Today, we are thrilled to announce our $20M raise led by @PanteraCapital. The future of thinking machines is OPEN.
00:00
292
Tony
@0xtony0x
May 22, 2025
Legal structure is built to regulate the past system. That system is changing. It is like using a static rule to control a dynamic system. - Uber launched before taxi medallion laws could react - Airbnb scaled before cities knew how to regulate short-term rentals. You need
venture anthropologist
@0xBalloonLover
Mar 2, 2025
many of the best businesses in crypto are the ones that take the most legal risk
314