Entrepreneur | Angel Investor | VC - Founding Partner @Comma3vc | ex-TSMC making your chips | Sui advocate

Joined May 2018
540 Photos and videos
不得不說 @binance 送的電源轉接頭在歐洲真的很好用,帶了兩個就 cover 所有需要的場景。雖然好像有做壞事但是又無法確定,但有一說一,好用的交易所以及好用的轉接頭,不可否認。 希望行業龍頭可以帶領著大家讓行業變好,最後用幣安配色的 Nike AirMAX鞋來結束這回合!
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I like purple @MetaMask
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Interesting debate about DAT company plays. Both sides have their grounds to argue about DAT 1.0 $MSTR play is a ponzi alike scheme or it’s just financial engineering. Got inspired and learn a lot from this when we doing the largest bitcoin DAT company in Taiwan. Worth watch!
Sat down with @coffeebreak_YT today on Bitcoin and Digital Credit. His edit will drop soon. Posting the full raw hour for anyone who wants the unfiltered version. Enjoy
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IvAn🤪 | Comma3 retweeted
People often ask: how big can crypto really get? Consider the total addressable market: → Financial services: ~$36T → Payments: ~$788B → Social: ~$208B → Crypto exchanges today: ~$55B The opportunity is expanding rapidly. Even marginal adoption across these sectors could drive transformational growth for crypto.
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IvAn🤪 | Comma3 retweeted
The new stack for global finance, mapped 👇
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IvAn🤪 | Comma3 retweeted
An estimated $60 billion was spent on remittance fees in 2025. This could be almost zero with stablecoins.
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AI Taiwan. TSMC carries 40% 🤪
Taiwan's stock market just made history: The total market cap of Taiwan's stock market is up to $4.14 trillion, surpassing the UK's $4.09 trillion for the first time. Taiwan's market cap has TRIPLED since 2020, driven almost entirely by the AI-fueled surge in semiconductor stocks. Over this period, Taiwan Semiconductor, $TSM, which makes up more than 40% of Taiwan's total market value, has surged 680% and is trading near its all-time high. By comparison, the UK's market remains roughly in-line with its 2013 peak and pre-Financial Crisis highs. Meanwhile, foreign investors purchased $8.9 billion of Taiwanese shares so far in April, on track for the largest monthly inflow on record. AI is reshaping the global stock market.
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Dreams come true! Few years ago me and my fellows tried to launch a program called “Micro VC”. Basically the same idea of USVC but facing crypto users mainly. If there’s someone to do this, it has to be @AngelList. We all invest in funds/projects/SPVs via AngelList at convenience. Really happy to see this through. Retails now have one more vehicle to reach those assets!
Apr 22
Introducing USVC - a single basket of high-growth venture capital, for everyone. No accreditation required, SEC-registered, and a very low $500 minimum. Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too. Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund. It runs on AngelList, which already supports $125 billion of investor capital. And I’ve joined USVC as the Chairman of its Investment Committee. — Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital. Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring. But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line. This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in. Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition. But there is no more productive, harder-working way to deploy a dollar than in true venture capital. USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages. It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere. There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction. USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid. Get access here: usvc.com
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Very interesting. Not an easy job to be honest. I very much like flatter organization and being agile, resilient and efficient. This requires talented enough members as well as the brain/CEO who needs to make precise decision making rapidly.
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我在台積電的時候還在做20nm… 當時還是 TSMC / Intel / Samsung 三國鼎立的半導體製造時代,研發團隊打了一場漂亮的勝仗。後續也有 Global Foundry 以及中芯半導體嘗試想要追趕,以為投入夠重的資本就可以追上,最終還是因為技術護城河而放棄。 要說的是,台積電光是技術都很難被追上。
NVIDIA 跟台積電三十年沒簽過合約,黃仁勳說了原因 NVIDIA 跟台積電做了幾百億美元的生意,沒有簽過合約。 黃仁勳在 Lex Fridman Podcast 第 494 集的兩個半小時訪談中,談了很多關於 AI 革命、極端共同設計、CUDA 護城河的話題。但其中最讓人意外的一段,是他談到 NVIDIA 跟台積電之間的關係。 「三十年了,我不知道我們做了幾百億、甚至上千億美元的生意,但我們沒有合約。」 台積電最深的誤解 黃仁勳被問到怎麼理解台積電的成功,他的回答跟大多數人想的不一樣。 「關於台積電最深的誤解,是以為他們的技術就是他們的全部。好像他們有一顆很厲害的電晶體,然後如果有人做出另一顆更好的,遊戲就結束了。」 他說當然不是只有電晶體,台積電的技術包含金屬化系統、封裝、3D 封裝、矽光子學,這些技術確實讓公司很特別。但真正讓台積電無可取代的是另外兩件事。 第一是他們管理數百家客戶動態需求的能力,客戶的訂單同時在增加、減少、推進、拉回、換製程、改規格,台積電能同時協調所有人,「他們在這方面是世界頂尖的」。 第二是他們創造了一種無形的東西叫信任,「我信任他們,願意把整家公司放在他們上面。這是一件很大的事。」 沒有合約的幾百億美元 Lex 接著點出了這份信任的基礎:「那個信任是建立在多年的表現之上,但其中也有人際關係的成分。」黃仁勳順著這段話,給出了整場訪談最震撼的一句:「三十年了,我不知道做了幾百億、甚至上千億美元的生意,但我們沒有合約。」 放在今天的商業環境來看,這句話幾乎不可思議。NVIDIA 現在的市值超過 4 兆美元,台積電是它最核心的供應商,兩家公司之間的合作關係決定了全球 AI 基礎設施的運轉,而這一切靠的是握手,不是律師。 黃仁勳接著被問到 2013 年台積電創辦人張忠謀曾邀請他擔任台積電 CEO 的故事。他確認故事是真的,而且他深感榮幸,「我沒有不當一回事」。但他最終婉拒了,因為他看見了 NVIDIA 能帶來的影響力,那是他的全部責任,他無法放下。 200 家供應商,150 萬個零件,一個機架 NVIDIA 跟台積電的關係只是整個供應鏈故事的一小部分。 黃仁勳在訪談中透露,Vera Rubin 世代的機架有 150 萬個零件,來自 200 家供應商。當 Lex 問他這是不是讓他睡不著覺的事,他說不是,「因為我已經在處理了。我能睡著是因為我把該做的事都做了。」 他的做法是親自飛到供應鏈合作夥伴那裡,用第一原理的方式向他們解釋正在發生什麼事、為什麼會發生、然後要求他們做出數十億美元的資本投資。 「我先跟他們解釋正在發生什麼、為什麼會發生,然後要求他們各自做出數十億美元的資本投資。因為他們信任我,而我非常尊重他們,我給他們每一個質疑我的機會。我花時間解釋,用第一原理推論,畫圖給他們看。等我講完的時候,他們已經知道該怎麼做了。」 Lex 追問:「你不擔心某些瓶頸嗎?ASML 的 EUV 設備、台積電的先進封裝 CoWoS 擴產速度?」 Jensen 回了一個字,「不擔心。」 「因為我告訴他們我需要什麼,他們理解了。他們告訴我他們打算怎麼做,我相信他們會做到。」 不是只有技術:從 CEO 到 CEO 的對話 黃仁勳在這段訪談裡展現的角色,遠超過一個科技公司 CEO。他更像是整個 AI 供應鏈的總指揮。 他提到 NVIDIA 右手邊坐著的是「幾乎整個 IT 產業上游的 CEO」,左手邊是「幾乎整個基礎設施產業下游的 CEO」。他的工作是讓上游的 TSMC、ASML、SK 海力士理解未來的需求會多大,同時讓下游的 GEV、Caterpillar 理解為什麼需要更多電力和冷卻設備。 他特別提到說服記憶體產業 CEO 投資 AI 基礎設施的過程:「看看 LPDDR5、HBM4 這兩種記憶體,它們的量產規模驚人,這些都是有 45 年歷史的老公司,全都在去年創下了歷史營收紀錄。」 他說自己的工作有一部分是「塑造供應鏈的未來」,不只是告訴供應商要做什麼,而是讓他們相信一個還沒發生的未來,然後願意為此投入數十億美元。 「當你用如此強烈的急迫感行動,它會讓所有人都跟著緊張起來。每個供應商都有很多客戶、很多專案在進行。黃仁勳做的事情是確保自己永遠是每個供應商的最優先。」 3 兆美元營收可能嗎 黃仁勳在訪談快結束時被問到 NVIDIA 營收有沒有天花板。他的回答是:3 兆美元的營收是完全可能的。 「因為沒有任何物理限制說它不可能,而且 NVIDIA 的供應鏈負擔是由 200 家公司共同分擔的,我們跟這個生態系的合作關係讓我們可以一起擴張。問題只有一個:我們有沒有足夠的能源?而答案是我們一定會有。」 他回憶 NVIDIA 第一次突破 10 億美元營收的時候,當時有位 CEO 告訴他「無晶圓廠的半導體公司理論上不可能超過 10 億」,後來又有人說不可能超過 250 億。現在回頭看,這些「不可能」全都被推翻了。 信任就是基礎設施 把黃仁勳在這次訪談中關於台積電和供應鏈的所有發言拉在一起看,會發現一個很清晰的主張:在 AI 時代,信任本身就是一種基礎設施。 台積電的護城河不只是 2 奈米製程或 CoWoS 封裝技術,而是幾十年累積的信任,讓 NVIDIA 願意把整家 4 兆美元市值的公司放在它上面,而且不需要合約。 NVIDIA 能在歷史上前所未有的速度擴張,不只是因為 GPU 很快,而是因為黃仁勳能走進 200 家供應商的辦公室,用第一原理說服他們各自投入數十億美元,然後相信他們會做到。 整個 AI 革命的運轉,最底層不是晶片,是人與人之間的信任。
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Unlocking native Bitcoin liquidity, from retail convenience to institutional grade usage. Scalability was always an issue. @SuiNetwork is trying to solve impossible triangle of blockchain to ignite mass adoption of digital assets. Start from Bitcoin.
Mar 19
Introducing Hashi: a new era of Bitcoin finance on Sui. Bitcoin's market cap exceeds $1 trillion. < 0.5% of it is used in DeFi. Hashi is here to change that, with commitments from industry leaders including BitGo, Bullish, Erebor Bank, FalconX, Fordefi, Ledger, and more.
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How amazing it is! That’s why we are doing the one and only Taiwan Bitcoin DAT company. You probably have no idea. Taiwan stock market volume is ranking #6 in the entire world. More than German stock market. Of course that’s because we have TSMC as world #8 enterprise in the world. One out of two companies which are not from the US. The other one is from Saudi. Surprised?
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When I play @CounterStrike 2, I always switch to the losing team. Why? Because that makes me stronger every single time. Don’t stop challenging my friend.
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Hardcore contributor to @SuiNetwork Sui move Taipei Demo Day. @VisionM_F So happy to be back to my college to give advices and judge for Sui dev demo day. Given all the tools & AIs like Canva, Claude, ChatGPT empowering coding experience and user interfaces, maturity of this demo day is actually higher than my exportation. Amazing! 現在的學生都好厲害! 好期待他們接下來的發展。
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Talking DeFi! Thanks @HumanMachineAI featuring. Fun talks!
"DeFi simplifies banking on-chain" ⚡ Ivan Li @Ivantok4, Founding Partner of Comma3 Ventures @comma3vc nails it, pinpointing DeFi's power as the on-chain bank for transparent lending and borrowing. And the real money maker? On-chain financial arbitrage.
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Deadman walking! Still walking!
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Trust me bro token. Worth reading.
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IvAn🤪 | Comma3 retweeted
We explored @yzilabs’ EASY Residency S2 cohort - a lineup pushing the frontier from crypto prediction markets to gene therapy AI and autonomous robotics. Here are our top takeaways founders to watch from our Binance Blockchain Week: Prediction Markets 1. Predictfun: DeFi-Powered Prediction Markets - @predictdotfun transforms event trading into a yield-generating, leverage-enabled, self-custodial DeFi primitive, making prediction markets accessible, composable, and user-friendly for a mainstream audience - Team: co-founder dingaling, ex-consultant and banker, joined Binance in 2017, built its Research & Listing team, led Launchpad, founded PancakeSwap - Applications are now open to join the waitlist at predict.fun/welcome 2. 42space: Event-Based Assetization & Trading Protocol - @42space is a real-world event trading platform that uses a modified DPM model, multi-source data, and machine learning to enable trading on sports, political, and other live events with more accurate pricing, better risk assessment, and reduced slippage. - Team: Leo Zhang, with experience at a NYC crypto fund, KKR, and Morgan Stanley and a Stanford math background, and Guard, formerly at Consensys with legal and academic credentials from Oxford and Harvard - Currently in invite-only beta; applications available at 42.space/ 3. Bentofun: Social Layer for Prediction Markets - @Bentodotfun creates a social overlay for prediction markets, allowing users to launch custom events via Telegram, Whatsapp, and Discord bots, blending community engagement with DeFi liquidity for crypto and real-world outcome betting - Team: Abhitej Singh (ex-Persistence, Cosmos India, Filament), Pratyaksh Inani (quant trader and Filament co-founder), and engineer Rajeeb Kumar (ex-Nethermind, IIT, 10× hackathon winner) - Still in the application phase (waitlist.bento.fun/). You need to connect your X account and have at least $100 in on-chain balance to join the waitlist DeFi, Infrastructure 4. AllScale: Self-Custodial Neo-Banking Infrastructure - @allscaleio offers a self-hosted neo-banking solution for seamless fiat-to-crypto conversions, empowering SMBs in emerging markets with instant cross-border payments and DeFi yield integration via multi-chain aggregation - Team: CEO Shawn Pang (ex-TikTok and Capital One), COO Leo Wang (ex-Amazon, IBM, Scotiabank), CMO Alisha Li (ex-HP, Dell, Sun), and Compliance lead Khalil Lin (NY attorney; ex-Kraken, The Block) - The beta product is now live, and users can log in with Gmail. Deposit and send functions are supported, and the most impressive feature is its support for invoice and tax number processing 5. Frontrun: Advanced Trading Wallet - @frontrunpro is an extension wallet for pro on-chain traders, offering high speed and advanced tooling such as MEV protection, labeling, smart routing, and auto-slippage optimization - Team: Chris, Founder/CEO, previously built Robinhood Crypto’s deposit/withdraw system and led Sui’s team to develop its explorer, SDK, RPC, and wallet for 1M users - Currently available via Google Chrome, it lets users label/track accounts on X, including full history, handle changes, and deleted CA posts, which significantly improves user safety 6. Helpfun: Crypto-Native Crowdfunding Rails - @helpdotfun builds crypto-native fundraising rails with anti-bot protections and innovative legal and price mechanics, enabling nonprofits and startups to raise fairly and launch tokens backed by real equity and revenue - Team: Helena Everley (CEO, ex-AI founder, Stanford, Z Fellow), Arash Attar (CTO, built top memecoin trading apps and high-performance bots), and Bill Tai (VC with 23 IPOs) co-founded the company - Open to organizational applications for the fundraising program at help.fun/ 7. Hertzflow: Permissionless Leverage Markets - @Hertzflow_xyz is a high-performance, low-friction DEX offering guaranteed on-demand liquidity, 24/7 customizable isolated markets with optimized vault-based liquidity, and loss protection of up to 10% on selected high-leverage liquidations - Team: Vincent Shang, a decade-long crypto veteran and top Chinese CT KOL, teams up with former Coinbase product lead Hero and ex-Mantle core developer Soren - Testnet is coming soon at hertzflow.xyz/ 8. Sats Terminal: Native Bitcoin Liquidity Protocol - @SatsTerminal is a native Bitcoin liquidity protocol that aggregates swaps (Runes) and BTC-backed lending and yield products, letting you compare providers and get stablecoins transparently while keeping full control of your assets - Team: Stan Havryliuk and Rishabh Java are seasoned crypto leaders with experience scaling teams and building multiple Bitcoin and fintech products - The product is now live. Users can sign up with Gmail and start creating orders, depositing collateral, and disbursing loans to borrow $USDC against $BTC 9. Saturn Labs: Bitcoin-Backed RWA Tokenization - @usdat21 is building a transparent, yield-bearing stablecoin backed by MicroStrategy’s STRC and Bitcoin, targeting 10–14% yields while bridging stablecoins, DATs, and RWAs - Team: Kevin Li, Sebastian Melendez, and Ellis Osborn are co-founders with experience at ParaFi, Artemis, and M31 Capital, leading in research, stablecoins, and blockchain operations - No product information is available yet Biotech & Robotics 10. Advent: AI-Accelerated AAV Gene Therapy Platform - Advent harnesses AI to streamline adeno-associated virus (AAV) vector design for gene therapies, predicting packaging efficiency and targeting precision to cut development timelines and mitigate off-target risks in treating genetic disorders - Team: Bonnie Zhu (HKUST professor, Stanford PhD), Kai Liu (HKUST Cheng Professor in neuroscience), and Yuan Yao (Stanford-trained bioengineer and BD director at Becton Dickinson) - No product information is available yet 11. Neomera BioLab: AI-Driven Non-Opioid Pain Drug Discovery - Neomera BioLab employs AI for novel non-opioid analgesics, screening molecular interactions on neural channels to design safer pain relievers, shortening discovery cycles and targeting chronic conditions - Team: Rebecca Miao, a drug-development veteran with 200 patents; Jimmy Xu, a bioengineering and biomedical AI expert; and Yi Lu, a Stanford MBA investor-turned-entrepreneur with award-winning therapy experience - No product information is available yet 12. AgriDynamics: Autonomous Fruit Harvesting Robotics - AgriDynamics builds AI-powered fruit-picking robots that use computer vision, soft grippers, NSF-funded sensors, and adaptive path planning to harvest crops like apples and strawberries with higher efficiency while addressing labor shortages - Team: Dr. Zhaojian Li leads commercialization of an NSF/USDA-funded apple-picking robot, while CEO Kyle Lammers brings six years of work on the robot and multiple ASABE and Agbio awards - No product information is available yet 13. Trellis Robotics: Soft Robotics for Industrial Inspection - Trellis Robotics develops soft robots that can navigate confined and hazardous industrial spaces, providing precise, safe, and efficient inspections that are impossible for humans or traditional drones - Team: Yimeng Qin, Elvy Yao, and William Heap are Stanford engineers leading the development of Trellis Robotics’ core vine-robot technology - No product information is available yet AI, 3D & Gaming 14. 4D Labs: Spatial Intelligence LLM for 3D Environments - 4D Labs develops a spatial intelligence LLM for 3D world understanding, powering AR/VR navigation, robotic path planning, and immersive simulations through point-cloud and multi-view data processing - Team: Bruce Bai, a serial computer-vision founder; Ian Y. Xu, a former Meta Reality Labs and SenseTime researcher; Xin Zhou, Principal AI Architect at Baidu USA; and Haoming, a repeat founder with extensive Baidu and academic AI experience - No product information is available yet 15. Manifolds: Controllable 3D AI Video Generation - Manifolds builds controllable, 3D-aware AI video with spatial generation, physics-aware simulation, and precise object/camera control, positioning it as a key enabler for next-gen content creation and embodied-AI applications - Team: Qingyuan Shan (CEO), Yudong Tao (CTO), and Naiyuan Huang (COO) bring combined leadership experience across enterprise strategy, Meta-level research, and large-scale AI community building - No product information is available yet 16. FingerDance: AI-Powered Sign Language Translation - @FingerDanceSG provides real-time AI sign-language translation using its SL-LLM to interpret gestures, expressions, and lip movements, enabling multi-language, bidirectional communication for 70 million deaf individuals in education and healthcare - Team: Kevin Gong (NUS M.S., Miracle Plus fellow), Alex Xu (Peking University CS Ph.D.), and Enzo Xu (UPenn MSE) - No product information is available yet 17. MeleeMon: Mobile Skill Gaming with Stablecoin Betting - @meleemon is a competitive mobile monster-battle game where players can wager using stablecoins based on skill - Team: Alex, a top-500 Pokémon player and YC ’19 founder, and Jasper, a YC ’19 CTO with 6 years in Unity and React - Coming soon at meleemon.com/
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GPT moment. Speaks for itself.
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Keep it coming. Step by step.
3 Dec 2025
Today: @Vanguard_Group has listed two Crypto Top 10s including SUI from both @21shares_us (TTOPP) and @bitwise 10 (BITW). Check, point. Another unlock in expanding access to SUI.
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