Kony Kwong

Kony Kwong@konyk001 · 7 天前赛道影响

Someone is finally understanding the market. GAIB is more than GPU financing! Stay tuned!

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Kony Kwong@konyk001 · 12 天前观点输出

@bonnazhu We're doing both 🫡

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。

Kony Kwong@konyk001 · 12 天前政策影响

The wealth playbook has flipped: where past tech giants went public early and left huge upside for retail, today’s AI leaders stay private for longer, capture most of the gains behind closed doors, and leave the public buying at the peak. When we started GAIB, our mission was clear: break down the barriers to the AI economy. We began on the private credit side, creating access to fund the neo-clouds and data centers by financing the GPU clusters driving this generation. We saw a gap in how AI’s physical foundation was funded, and we bridged it. Today, I am incredibly proud to announce the launch of GAIB Select; just as we opened access to AI private credit, we are now opening access to equity. Our team has worked incredibly hard to bring this to life. Navigating this landscape requires absolute precision, which is why we’ve focused intensely on building a structure that is fully compliant with applicable regulations. If you have any questions about the product, asset selection, or our regulatory structure, please feel free to DM me or the team directly. We’d love to chat.

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。

Kony Kwong@konyk001 · 19 天前赛道影响

RT @gaib_ai: GAIB is expanding in scope after paying +$750K in AI financing interest to sAID holders. In July, we will launch GAIB Select,…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Kony Kwong@konyk001 · 2026/05/13政策影响

Anthropic is nuking price discovery through secondaries to protect or even dictate their market valuation before IPO. By declaring trades void ab initio, they’ve created a legal nightmare where sellers can double-dip and buyers own zero. The real war will be over whether these draconian "transfer" restrictions - which target even "beneficial interests" - constitute an illegal restraint on alienation under Delaware law.

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。

Kony Kwong@konyk001 · 2026/05/13赛道影响

The 'hot potato' game is fueled by a total lack of verifiability. I’ve seen friends 'invest' in SpaceX through L5 agreements that were essentially one-page handshake deals—pure counterparty risk masquerading as 'exclusive access.' But we shouldn't throw the baby out with the bathwater. SPVs are a standard tool for cap table hygiene; the issue isn't the structure, it’s the layering of 'trust' where there should be legal certainty. The reality is that companies are staying private much longer, capturing the bulk of their value creation before an IPO even hits. If we don’t build transparent, verifiable paths to these assets, that value capture remains gatekept by a tiny circle of affiliates. We need proper structures so this growth isn't just a 'handshake' game for the few, but an accessible market for the many.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Kony Kwong@konyk001 · 2026/03/06观点输出

Check out my latest interview with @animocabrands

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。

Kony Kwong@konyk001 · 2026/03/03赛道影响

RT @animocabrands: Robot-as-a-service for revenue generation 🤖 Is @gaib_ai ahead of its time? Imagine earning every time a robotaxi gives…

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Kony Kwong@konyk001 · 2026/03/03赛道影响

RT @animocabrands: AI is the new currency. This is the ethos that @gaib_ai lives by. Explore how GAIB is bridging the gap between the AI a…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Kony Kwong@konyk001 · 2026/02/28观点输出

RT @lawmaster: 1/ Today I’m releasing an open-source book in collaboration with @FrankResearcher that I wish existed when I started in cryp…

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。