
Kevin Lee
@klee_049Kevin Lee 是 L2 Iterative Ventures(L2IV)联合创始人兼管理合伙人,受过西北大学凯洛格与多伦多大学罗特曼商学院训练。作为加密原生基金的核心决策者,他在早期项目筛选与行业资源连接上具备一定影响力。
人物档案
Kevin Lee 是 L2 Iterative Ventures(L2IV)联合创始人兼管理合伙人,受过西北大学凯洛格与多伦多大学罗特曼商学院训练。作为加密原生基金的核心决策者,他在早期项目筛选与行业资源连接上具备一定影响力。
偏向早期、谨慎筛选的加密原生投资逻辑,强调基本面与赛道结构性机会;公开信息有限,未见高频交易或激进押注迹象,更像以研究驱动、控制风险的长期配置风格。
近期公开讨论更多围绕交易所费率战与行业利润挤压展开,关注点在于加密平台如何通过全球化和收入多元化应对竞争。其个人公开露出不高,但仍保持对行业商业模式变化的持续关注。
AI 风格画像务实派、研究型、低曝光
主导特征务实派
公开信息显示其更重视可验证的商业模型与风险控制,而非追逐短期叙事,风格偏稳健务实。
比较优势研究型
拥有商学院背景与基金管理角色,优势在于对项目质量、团队执行和赛道结构的综合判断。
主要争议低曝光
由于公开投资记录较少,外界较难判断其真实押注方向与风格强度,透明度相对有限。
职业履历
L2IV 联合创始人兼管理合伙人
Kevin Lee 是 L2 Iterative Ventures 联合创始人兼管理合伙人。
关联实体

L2IV
加密原生基金L2 Iterative Ventures(“L2IV”)是一家全生命周期的 web3 投资公司,专注于面向模块化、多链区块链未来的基础设施项目。 L2 Iterative Ventures 是 L2 Capital Management 的 web3 部门。
投资偏好
合规基础设施重仓
从其加密原生基金定位看,较可能偏好能支撑行业长期发展的基础设施与合规相关方向。
早期项目偏好
作为管理合伙人,更符合对早期团队和产品进行前置筛选、陪伴成长的投资模式。
交易与市场结构关注
近期行业讨论集中在交易所费率与利润压缩,说明其对交易、流动性和市场结构变化保持关注。
多元收入模型关注
对能通过多元化收入缓冲周期波动的业务更可能保持兴趣,尤其是平台型与基础设施型项目。
投资活动
关系网络
Kevin Lee 的关系网络主要围绕 L2IV 展开,核心同事包括联合创始人、技术合伙人及研究/风险合伙人;公开可见的联投与早期项目信息较少,整体以基金内部协作关系为主。
链上持仓
| 持仓币种 | 价格 | 数量 | 总价值 |
|---|---|---|---|
BTC BitcoinBTC | $109,240 | 420.00 | $45.8M |
ETH EthereumETH | $3,420 | 14,200 | $48.6M |
SOL SolanaSOL | $162.4 | 82,000 | $13.3M |
新闻动态
实时同步
加载中...社媒动态
Kevin Lee@klee_049 · 2025/10/11观点输出RT @paulg: One of the biggest disconnects between school and reality: schools give you credit for effort, but customers don't. Young founde…
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Kevin Lee@klee_049 · 2025/09/08政策影响Excited to be hosting @BTCON_Seoul in Seoul again this week. When we started @BTCON_Seoul , our vision was simple: create a forum where institutions, innovators, and policymakers could meet at the same table to shape the future of digital assets. Korea has quickly become one of the most important markets globally — not only a top trading hub, but also a country where regulation, technology, and capital markets are converging at speed. This year’s conversations will go deep into: - How digital asset treasuries are evolving - The trillion-dollar opportunity in real-world asset tokenization - The infrastructure driving institutional crypto adoption - The regulatory shifts creating new opportunities in Korea I’m grateful to the many global leaders joining us, and I look forward to the candid, forward-looking debates that make BTCON so special. See you in Seoul. #BTCON2025
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Kevin Lee@klee_049 · 2025/08/28政策影响Excited to share that @l2iterative is co-hosting this exclusive event with our portfolio company, @babylonlabs_io , during Bitcoin Asia in Hong Kong today. As we push the boundaries of Bitcoin's programmability innovations, gatherings like this are crucial for fostering collaboration among builders, investors, and visionaries shaping the ecosystem. From Babylon's trustless vaults unlocking new security paradigms to BitVM3's potential to enable Turing-complete computation on Bitcoin without forks—specifically, my Co-founder and Research Partner, @weikengchen will be sharing a keynote on the "Power of BitVM3"—and the evolving landscape of BTC-Fi—these discussions couldn't be more timely. At @l2iterative , we're all in on accelerating Bitcoin's scalability and utility, and events like this highlight why the future is so promising. If you're in HK for Bitcoin Asia, join us for what promises to be an inspiring deep dive. Let's connect and explore the frontier together!
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Kevin Lee@klee_049 · 2025/05/05政策影响RT @cdixon: It’s time to pass bipartisan stablecoin legislation. The GENIUS Act will protect consumers and increase transparency--a signifi…
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Kevin Lee@klee_049 · 2025/05/02赛道影响RT @SolanaInsiders: 1/ Public blockchains are transparent by design, which is great for trust but creates major challenges for sensitive ap…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Kevin Lee@klee_049 · 2025/03/26观点输出Join the data revolution. Discover Arcium.
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Kevin Lee@klee_049 · 2025/03/25赛道影响I am going to be speaking at Southeast Asia Blockchain Week in Bangkok from April 1-3. I’ll be diving into how AI is transforming DeFi—unlocking better UX and seamless interactions. Expect insights on agentic systems as a game-changer for reducing friction in crypto adoption, and why I see AI as the new interface layer driving mainstream trust-minimized finance. If you’re attending and want to connect 1:1, let’s make it happen—would love to discuss the future of the internet, finance, bitcoin, AI, RWA and trust-minimized systems. https://t.co/Vu20TBLqU9
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Kevin Lee@klee_049 · 2025/02/13赛道影响RT @crypto_sis: A new era of crypto finance in Korea has been unveiled. The FSC disclosed corporate account openings, with details for exch…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Kevin Lee@klee_049 · 2025/01/28赛道影响9/ The Power of Open Innovation DeepSeek’s choice to open-source under MIT license is game-changing: - Permissionless Innovation: Anyone can adapt their work. - Community Progress: Diverse contributors = unexpected breakthroughs. - Decentralized AI: No longer confined to a few big labs. - Shared Knowledge: Collective progress accelerates.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Kevin Lee@klee_049 · 2025/01/28赛道影响10/ DeepSeek reminds me of Nietzsche: "What doesn’t kill you makes you stronger." Instead of throwing compute at problems, they turned limitations into a framework for creativity. The future of AI may belong to those who embrace constraints and innovate within them. #DeepSeek #LLM #DeepLearning #TechInnovation #VC
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。


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