Cryptojeter newsletter| Prev. @coinlist @chainalysis

Joined January 2022
241 Photos and videos
AJ (江安童) | cryptojeter.eth retweeted
Jun 10
Last night I had the privilege of moderating a fireside with @nyknicks legend @ALLAN_HOUSTON . We discussed leadership, entrepreneurship, purpose, and the challenge of building a legacy that extends beyond the game. Particularly through the lens of his new fashion brand FISSL, and a partnership with @espn for a capsule collection. Fun fact: Allan told me he hasn’t finished Iceman yet, but loved that Drake chose the title because his favorite basketball player of all time is George “Iceman” Gervin.
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AJ (江安童) | cryptojeter.eth retweeted
The entire agent economy in a text. Just Text Manfred for: account management, wallets, legal formation, A2A networks, continuous trading, etc Civilizational power over SMS. Text Manfred for early access: ClawBank.co @garrytan, this is what we applied to @ycombinator with 🦞🏦
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AJ (江安童) | cryptojeter.eth retweeted
May 25
A lot of founders are applying token trading infra assumptions onto prediction markets, but think that’s largely skeuomorphic thinking. Prediction markets are a different behavioral and liquidity primitive, meaning new product and user interaction models can emerge beyond just traditional exchange UX, margin, lending etc Don’t think opportunity is rebuilding another exchange stack some may work, but discovering experiences native to prediction markets is likely the larger opportunity. A few founders in our current batch are starting to uncover and build for that assumption
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AJ (江安童) | cryptojeter.eth retweeted
Byron Allen, Founder of Allen Media Group, explains how treating business like a contact sport unlocks unlimited capital: Byron once borrowed $310 million on a Friday to acquire the Weather Channel. He paid it back in five months. When the lender hit him with a $28 million prepayment penalty for closing too quickly, he paid that too. His philosophy on why capital is never the real obstacle: "Business is a contact sport. You're nothing more than economic athletes. They will see your passion. They will see your stats. And they will always want you on their team because you make them money." The framing shift here is everything. Byron sees founders as athletes whose performance is being evaluated by people who need them to win. "You have unlimited amounts of capital available to you if your hustle is at the highest level." @RealByronAllen drives the point home: "Keep your hustle at the highest level because capital is always looking for you to get the money back and a return. There's trillions and trillions and trillions of dollars of capital looking for you. Go get it." The takeaway: Capital is hunting for operators who can put up the stats. Hustle at the highest level, and the money will find you.
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AJ (江安童) | cryptojeter.eth retweeted

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AJ (江安童) | cryptojeter.eth retweeted
We price the future. Now you can lever it. Perps are coming to Polymarket. Sign up for early access 👇
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AJ (江安童) | cryptojeter.eth retweeted
Austin Jeter @CryptoJeter Part of S&P Global’s crypto practice, focused on tokenization and digital asset indices Blending institutional research with deep Web3 experience across CoinList and product strategy Welcome to the community!
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AJ (江安童) | cryptojeter.eth retweeted
Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.
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AJ (江安童) | cryptojeter.eth retweeted
Feb 16
Imagine trying to keep your life running on just the basics in 2025–2026. Rent or mortgage payment: ~$2,450/month Groceries and household essentials: ~$1,500/month Getting to work, gas, insurance, car payment or public transit parking: ~$1000/month That’s already $4,950 gone before you’ve paid a single copay, filled a prescription, had a cavity looked at, replaced a broken phone, bought new tires, or purchased anything remotely seasonal like boots or a coat when the weather turns. No vacations. No dining out. No “fun money.” No emergency buffer. Just the floor of survival costs $4,950. Anything beyond breathing, eating, and getting from point A to point B immediately feels like a financial five alarm fire. That’s why even small unexpected expenses hit like a crisis because for millions of people right now, the margin for error has already disappeared.
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AJ (江安童) | cryptojeter.eth retweeted
This is 100x better than the old food pyramid.
Jan 7
Introducing: The New Pyramid
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AJ (江安童) | cryptojeter.eth retweeted
Solo founders AI is happening:
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AJ (江安童) | cryptojeter.eth retweeted
27 Dec 2025

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AJ (江安童) | cryptojeter.eth retweeted
7 Dec 2025
I ran into an ex-YC partner that rejected me years ago. He didn't remember me, but asked me what I'd been working on since the interview. I told him about Starter Story and some of the metrics behind the biz. He told me Starter Story more successful than 90% of companies that go through YC. That felt good. Permissionless entrepreneurship. We need more of that.
7 Dec 2025
I applied to Y Combinator 5 times. Got rejected 5 times. The last rejection was May 5, 2022, at 7:56 PM in a Thai restaurant in Toronto. That night I stopped playing their game. 3 years later: $2.35M, 5 employees, no VC. Here's the math they don't want you to see:
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AJ (江安童) | cryptojeter.eth retweeted
Before hitting the sidelines NFL FLAG GHANA CHAMPIONSHIP 2025 _ Flag Football
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AJ (江安童) | cryptojeter.eth retweeted
2 Dec 2025
Adoption of Tokenization so far: S Tier: Money Market Fund - BUIDL by @Securitize and @BlackRock - BENJI by @FTI_US - WTGXX by @WisdomTreePrime - USTBL/EUTBL by @Spiko_finance A Tier: Commodities - PAXG by @Paxos - XAUT by @tether B Tier: Stocks/Private Equity - @RobinhoodApp on Arbitrum - @xStocksFi on Solana - @OndoFinance on Ethereum C Tier: Private Credit (Default risk is still very high due to adverse selection) - @goldfinch_fi - @centrifug Tokenized Money Market Funds mark a major milestone for tokenization, offering low-risk yields to on-chain entities during a high-interest-rate environment. In the next phase, I expect to see more adoptions and DeFi integrations of these RWAs, as well as the continued growth of Tokenized Stocks and Private equities in 2026. - @Aave Horizon market has been paving the way for RWA DeFi integrations. We are seeing appetite for looping high-yield RWAs like @SuperstateInc's USCC, but not so much on the traditional MMFs as they have a lower yield. Would be cool to see more types of RWAs integrate with the Horizon Market to enable more strategies. - xStocks has also been showing early promises of the potential possibilities of stocks integration in DeFi with @kamino and @Raydium - I am particularly excited about the launch of Hood Chain (Could be biased), if they can migrate the existing trading infrastructure to Hood Chain, it could unlock the full potential of Tokenization as the future of finance
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AJ (江安童) | cryptojeter.eth retweeted
i’m devastated beyond words of the recent massive flooding in sumatera, indonesia. pak @prabowo - i kindly urge to declare this tragedy as national disaster, as soon as possible. this is moving too slow than expected as christmas is coming. as a bataknese, north sumatera is my dad’s hometown, my ancestors' home and graves, and this tragedy hits far too close to home. 💔
Scenes of flood damage due to heavy rain in Indonesia. Comparison between October 10 and November 29. Flood damage has occurred over a wide area, with a large amount of mud flowing from the river into the sea. (5.24319,96.2592)
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AJ (江安童) | cryptojeter.eth retweeted
17 Nov 2025
$1M protection is huge. One of the biggest issues we've had in DeFi is insurance for deposits. The burden has been on the user, and now it looks as though AAVE have worked out the insurance in the background. Packaging this into a nice native mobile app makes DeFi extremely competitive with existing fintech apps. I see no reason why regular non-crypto people wouldn't onboard to this savings product. Higher yield, same risk as a bank account, accessible to everyone globally = DeFi wins
17 Nov 2025
Introducing Aave App, a smarter way to save.
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AJ (江安童) | cryptojeter.eth retweeted
17 Nov 2025
CoinList is going fully non-custodial and onchain. We’re simplifying the product to do one thing exceptionally well: help people access the best token sales and receive tokens directly into wallets they control. Crypto evolves every 6 months. New metas, new faces, new tech. Most companies don’t survive across cycles, much less within one. @CoinList has endured multiple cycles since 2017 because we’ve continuously reinvented ourselves without losing the core: great projects, fair access, real distribution. The world is changing and in some ways it's already changed. Companies are more efficient than ever thanks to AI. Others are leveraging blockchains and noncustodial systems to increase trust and reduce operational drag. Together these shifts give any company operating leverage: become faster and cheaper and just as, if not more, revenue-generating. Our customers, projects and investors, conduct most of their activity onchain and are not interested in further centralized custody and trading. They just want access to great deals, tokens delivered on time, and 100% control over their wallet. Pushing custodial features any further would distract from what we do best. So we listened. The market wants verifiable, onchain finance where users hold their own keys, and we want to meet that demand by becoming more crypto-native and getting closer to our users. Later this year, we’ll introduce noncustodial wallets in partnership with @privy_io, the leading provider of secure, scalable, and user-friendly wallet infrastructure. Soon, when you log into your CoinList account, you’ll have a noncustodial wallet associated with your account. All of your assets, under your complete control. And even better, when you participate in a CoinList sale, you’ll receive distributions directly to your noncustodial wallet. No intermediaries, no delays. And we’re not stopping there. CoinList will be running ICOs, trading, and tokenizing assets, all onchain. If you currently hold assets in CoinList custody, we’ll make migrating them simple and safe. You will receive an email on product changes that are relevant to you. If you’re here for access to great deals, the experience just got a lot better and we’re excited to see you onchain.
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AJ (江安童) | cryptojeter.eth retweeted
It’s easier to start an online business today, than get a job.
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Sheesh! @Polymarket has been moving at lightning speed!
11 Nov 2025
Polymarket 🤝 PrizePicks We’re excited to announce a multi-year partnership to bring polymarkets to the #1 daily fantasy sports app.
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