Three years ago, I joined @curiouscamilo in building a portfolio from scratch: angel checks, secondaries, listed equities, private credit, SPVs, joint ventures with US funds. We compounded at above 20% IRR. $15m non-custodial AUM. It wasn't enough for Camilo. His thesis: "Equities and SPVs are not defensible. We don't have Buffett's, Hummingbird's, or Sequoia's brand. We need to build a tangible moat that defends and expands our returns." So he looked elsewhere. He saw prediction markets before anyone knew what @Polymarket was — when volumes were flat. He dropped out of school to front-run the trend, partnering up with investors from Hummingbird. Prediction market volumes grew 10x the following year. His intuition is unmatched. Today, @halo__xyz — the venture fund associated with Brevan Howard, one of the most renowned hedge funds in the world — acquired a stake in BlueWalker Capital to accelerate its systematic infrastructure buildout. The buildout of a true moat. Camilo has never stepped onto a trading floor. He's not a quant or a banker. He's the rare kind of entrepreneur with the intellectual capacity and relentless energy to obliterate whatever obstacle stands between him and victory. Keep winning, brother.

For those of you want to learn more about what I'm building in China. Brief explanation on our businesses. If you're eager on gaining exposure to the Chinese manufacturing and investment ecosystem, drop me a DM!

If you want to scale your production in China, feel free to reach out!

Just interviewed one of the best chinese robot arm manufacturers. Currently documenting startups and funds across China over the coming weeks. Will be sharing all chinese tech related content over the coming months. Touring DJI, Tencent, Alibaba 🔜 Regards

Just landed in HK, who’s around?

Introducing AI Key, a small device that lets AI control your entire phone. just plug it in and ask it to complete a task. pre-order now.

the polymarket network effect has reached escape velocity. regulatory adoption was delayable (and acquirable), capturing trading volume, international market share and cultural mind share was not. kalshi walked so polymarket could run. no trading fees and no revenue isn't a bug, it's a feature in service of growth and deeper liquidity. polymarket is truly antifragile. trump tariffs? war in iran? the world's eyeballs go to X and now polymarket. with every news cycle & trending event, the team trojan-horses the platform into the conversation. the world is moving toward tokenizing everything and forming a unified market where liquidity converges. prediction markets fit this thesis perfectly, as they exist for nearly anything imaginable. polymarket is becoming the market's common denominator, connected in one way or another to every asset class. we see polymarket not only becoming the future of news, but also vital infrastructure for the future of financial markets. to the team: if we can be useful, reach out :) happy to help integrate across synergetic ecosystems. members of our team and investor base have backed revolut, brex, toss, n26, and others at their growth stage, and we work closely with the family office of india's leading proprietary trading firm and market maker. the network effect @shayne_coplan is building at @Polymarket is on a generational run.

the network effect @shayne_coplan built at @Polymarket: zero fees -> more traders -> deeper liquidity -> more traders -> more accurate predictions -> reference prediction market

here’s @curiouscamilo who’s building a hedge fund while he’s 22 years old @theresidency 🇪🇸 filmed by @hardeep_gambhir and supported by @localhostHQ

agi is chronically undervalued

you can see the future first in San Francisco

the goat has arrived 👀