A recent industry annual AMA has attracted attention, with an important participant in the crypto ecosystem sharing many valuable insights.



His daily work involves multiple dimensions: operating a free education platform that has served 90,000 children, managing a hundred-billion-scale ecosystem fund (investing in nearly 70 projects by 2025), supporting BNB Chain entrepreneurs, and serving as a regulatory advisor for several countries. These activities take up much more time than initially expected, but he specifically mentioned his three proudest numbers—90,000 students, a 600% annual increase in BNB Chain transaction volume, and over 200 million ecosystem users. He believes that the wealth penetration rate of crypto assets is still less than 1%, and the overall market cap still has huge growth potential.

Regarding investment strategies, he emphasizes not a "horse race" competition but an "open garden" model. In the early stages, he prefers to invest in strong teams, using market competition to grow the pie and verify real demand. The core criteria for judgment focus on the team's rapid response and iteration capabilities, especially optimistic about events like the World Cup as catalysts for market prediction.

In the stablecoin field, he distinguishes three generations of evolution: 1.0 with no yield, 1.5 starting to accrue interest (such as USDe and other products) but facing restrictions on exchange access, and 2.0 which requires a combination of yield, liquidity, and compliance. The stablecoin landscape on BNB Chain is becoming diversified, with USD1 already serving as the native main force, and the new U series projects showing great potential. Further regulatory openness will create more opportunities.

He also mentioned that the first standard for investment is mission-driven. He has no favor for entrepreneurs who only want to make quick money or frequently switch tracks. He judges that AI trading agents are unlikely to become a universal trend; customized solutions are the right path. His advice for BNB Chain is straightforward—"focus on building" and cultivate long-term development with a marathon mindset.

At the end of the interview, there was an interesting easter egg: if only 60 seconds were left to leave a message, he cheerfully said, "Good morning," which would be enough.
BNB1.04%
USDE0.09%
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LiquidatedNotStirredvip
· 8h ago
90,000 students, 200 million users, 600% growth... These numbers are truly impressive, much more reliable than most project teams' bragging.
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MidnightGenesisvip
· 8h ago
On-chain data shows BNB transaction volume increased by 600%... The interesting part is that I haven't thoroughly audited the contract changes behind this number yet; I need to review the code late at night. The range of stablecoins from 1.5 to 2.0 essentially comes down to who can simultaneously solve the triangular problem of yield + liquidity + compliance. USD1 has already been deployed, and I am monitoring the new U series smart contracts. "Mission-driven" sounds good, but based on past experience, very few project teams can truly stick to it; most are just re-skinning routines. Wealth penetration rate is less than 1%? Based on on-chain wallet activity, this number is conservative. Only 60 seconds left to say "Good morning"... There's something here; this guy understands the art of leaving space.
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FOMOmonstervip
· 8h ago
90,000 students + 200 million users, these numbers are indeed impressive, but the wealth penetration rate is less than 1%... Wait, is this implying there's ten times more room to grow?
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HodlOrRegretvip
· 9h ago
90,000 students, 600% growth, 200 million users... The numbers are impressive, but can they be realized?
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