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Jason Kam
@MapleLeafCap
@FoliusVentures @bidclubai @CarnegieMellon
Joined January 2018
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  • Pinned
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    Jason Kam
    @MapleLeafCap
    Feb 6
    Anthropic claims Claude Opus 4.6 published today is a marked improvement for investment analysis; I put it to the test. I ran it through my automated stock pitch pipeline: 6 AI analysts, 5 rounds of debate, 1 research director. It cost ~$50 (20x my usual). Is it worth it?
    345K
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    Jason Kam
    @MapleLeafCap
    Feb 8, 2022
    0 – Are there ways to stabilize in-game FX & make P2E economies more sustainable? @0xAikoDai & I came up w/ 10 ideas esp. for games w/ heavy PvE + dual tokens. These ain’t no panacea – just our opinions & hope to inspire developers exploring the fog of war. Threadoooor below:
  • user avatar
    Jason Kam
    @MapleLeafCap
    Mar 31, 2022
    ugh bro
  • user avatar
    Jason Kam
    @MapleLeafCap
    Jun 27, 2024
    The race to become the de-facto Steam / Animoca on $TON starts now, and we like @CatizenAI as the current frontrunner. Read Folius Report here (EN): docsend.com/view/xqqbnterz… ---------- After spending time on Telegram x $TON, it’s becoming clear to us that in the next 3-6
    131K
  • user avatar
    Jason Kam
    @MapleLeafCap
    Dec 16, 2020
    (0) Since our last report on July 4th, 2020, The #DeFi space and our mental framework had evolved enough to prompt another iteration – a deck about the broader #valuenet and ETH-based #DeFi / #WallstreetAPI. As usual, would appreciate any feedback! Link:
    drive.google.com
    MLC Web3 Defi Primer v2.6 - emerging valuenet and wallstreet api.pdf
  • user avatar
    Jason Kam
    @MapleLeafCap
    Jul 4, 2020
    (0) As per requested, I spent some weekends putting together my basic framework on the $ETH + $DeFi space. Would greatly appreciate your feedback as it’s the sole purpose of putting the deck out there -- should be pretty timely as the space heats up Link:
    drive.google.com
    MLC Web3 Defi Primer v1.2.pdf
  • user avatar
    Jason Kam
    @MapleLeafCap
    Jun 22, 2024
    Wow @JamboTechnology
    00:00
    12K
  • user avatar
    Jason Kam
    @MapleLeafCap
    Sep 26, 2018
    Recently, an internal excel document from Huobi (one of the BPs) is circulating in the Chinese community. This file documents the collusion, mutual voting, and pay-offs that occur amongst the Chinese BP community. I’ m working on getting the file.
  • user avatar
    Jason Kam
    @MapleLeafCap
    Jan 7, 2024
    It’s been 4-5 days since the Gas Hero (GH) launch and I now feel comfortable putting this out as reality matches my model – I believe $GMT is reversing its historically poor emission dynamic (of 1-1.5 mm GMT sold per day) into net-sink imminently, whereby every 10k DAU = 1-1.5 mm
    234K
  • user avatar
    Jason Kam
    @MapleLeafCap
    May 7, 2021
    Last day in TradFi. A new chapter awaits.
  • user avatar
    Jason Kam
    @MapleLeafCap
    Jul 8, 2023
    在上海差不多呆了5个月，见了很多相当优秀的Web2转Web3 App创业者。聊聊最近想法，轻喷。Elon把Thread限流了很不爽，委屈大家看长文了。 - USD支付已经是行业内最强应用了。让用户用USDX做买卖依然是扩大用户基数最好方案，绝大多数人玩不转自己的utility
    117K
  • user avatar
    Jason Kam
    @MapleLeafCap
    Aug 22, 2020
    0 - As popularly requested, this will be a thread about $NXM. The token design of $NXM is one of the most elegant I have seen yet. Enough good work had been done by @krugman25, @Darrenlautf, @BatmanDeFi on bonding curves and core mechanics so I won’t repeat here.
  • user avatar
    Jason Kam
    @MapleLeafCap
    Apr 30, 2022
    国内的朋友们勿需妄自菲薄。Web3的下一个章节应将由B2C应用写就，而这恰恰是亚太工程师优势所在。 下个一个10年的发展，亚太尤其是中国人必然不会缺席，而且会大放异彩。
  • user avatar
    Jason Kam
    @MapleLeafCap
    Apr 9, 2021
    Presented without comments ahead of the $COIN listing when compared to a small subset of exchange tokens / DEX's out there. Am I making any glaring errors? (TVL / Volume / Fee / token data are all eyeballed).