Ivailo Jordanov@ivailoj · 2026/08/16赛道影响RT @gate_ventures: Gate Ventures Podcast | Episode 12
The Evolution of Crypto Capital Markets & Where DeFi is Today
🌟Guest: Ivailo Jordano…
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Ivailo Jordanov@ivailoj · 2026/07/18观点输出@EricBalchunas Yes.
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Ivailo Jordanov@ivailoj · 2026/06/27观点输出Why issue a memecoin for your product when you can name your product after an existing memecoin 🫣
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。
Ivailo Jordanov@ivailoj · 2026/06/23观点输出@systematicls True story…
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Ivailo Jordanov@ivailoj · 2026/06/07赛道影响Not a lawyer, but in my opinion is not illegal - the vulnerability is out in the public - anyone can find it, so it is not proprietary information only available to a limited number of people.
This is what short seller funds do, they find problems with companies, often could be shady practices or other issues - take a short position and then go public with the information.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ivailo Jordanov@ivailoj · 2026/06/07市场影响@systematicls Yes, but based on performance data, it is known that VCs are on average right about 4-6% of the time (fund dependent), so one could say that following all their advice is negative ev.
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Ivailo Jordanov@ivailoj · 2026/05/13市场影响The story of @Morpho is a great example of why investing should never be just based on the initial product.
The @daedalus_angels team met @PaulFrambot and @MerlinEgalite during their pre-seed raise. Personally, I didn’t like the idea of the optimiser because i generally don’t like products built on top of/dependent on other products. Based on that this investment would have been a pass…
However it was clear that the Morpho team was not going to just stop there and they were iterating and pushing code like crazy - their github was like a blinking Christmas tree - backing this team was a no brainer no matter what the initial product was going to be…
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。
Ivailo Jordanov@ivailoj · 2026/05/12市场影响RT @MerlinEgalite: You can now borrow against SOL on @Coinbase, powered by @Morpho.
Active crypto-backed loans on Coinbase also just hit A…
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。
Ivailo Jordanov@ivailoj · 2026/04/25观点输出@AlexAuroraDev @spreekaway @litecoin What’s litecoin? 🤣
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Ivailo Jordanov@ivailoj · 2026/04/06观点输出It’s simple - just use @Morpho already.
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