Pat Yiu
@patyiutazza
Nouns Esports, Public Goods, NMN Producer
Nouns community @ ETHDenver
Have a luggage of Quack and Lola, a few boxes of Red & Gold noggles, and a few boxes of Nounish Friends. If you find me at the BUIDLthon, you may claim your proliferation tools as supplies last!
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We have a ton of media proposals in Nouns, but everything feels fragmented. The most a company should spend on media is 30% of their budget at early stages (30% of 1Y inflows in our case) with a reason to heavily increase acquisition of users and be ready to retain those users.
We have very few DAO members that are e...
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The reason DeepSeek is better is because it's trained on Chinese where a single character can have 6+ meanings. "Better" language is more efficient.
Massive drop in demand for H100/200s in comparison to 4090/5090s the past 30 days
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Have been in a bubble most of my life and have for the first time made it an active effort to understand other cultures at a deeper level. A few open and honest conversations with Russians, Israelis, Palestinians, and more and you start to realize how elitist we are as Americans.
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Products products products
After a month in Asia, I think it's more important than ever for Nouns to be prioritizing super teams in markets that have huge populations to take Nouns further.
Lower cost of living means proposals aren't as bloated relative to treasury and product sales at scale allow us to find recurr...
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Dropped into Preface for a few meetings in HK yesterday. Started as an edtech platform for enteprise, they have built a 20m usd/y business that combines coffee, project based blockchain coding camps for children, and an app for courses (they already have a full course on deepseek within a week)
Partnered with LVMH, Go...
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New liquidity coming in from interesting* places. First harvest and new crops growing up.
Large real estate plays, more AAA games studios, lot of waning industries moving 9fig+ capital onchain.
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Any nouns members in Tokyo this weekend? Would love to give some of these out and have people take photos around Japan this year
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Small thesis for sports the past two years that has become an SEC compliant ATS system for onchain securities launching next month.
Earnings are capped by the odds for traditional sports betting, but certain sports allow for your to own a portion of the market.
For instance, consider a horse valued at 300k with 10k ...
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So many ways to have Peking duck, but nigiri style with caviar might take the cake
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On the eve of going back stateside, some thoughts of China
1. Excited to see China willing to work with SMEs and to see how much they've built domestically. There are blockchain apps doing 20m revenue that I've never even heard of
2. I believe Chinese studios with western tokenomics will win the onchain gaming market...
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Today Nouns DAO became the first government approved DAO in China in direct partnership with the Chinese government. Over the next year, China will provide access for our team to advise and implement the future of China's blockchain legislature.
I am excited to bridge the gap for China and am thankful for support fro...
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Spent the morning chatting about my vision of Nouns in China with Premier Zhao's second in command, 黄剑平. I got to learn about how he brought Levi's and Cocacola to China while brokering a bilateral trade deal with the Bush administration.
Lot of plans starting with an announcement on Wednesday 😉
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Cool to see Matcha x Linea swaps using a smash theme from @arjunebug for the announcement
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