Primitive Ventures
Primitive Ventures是一家多策略自营投资公司，致力以加密朋克精神推动去中心化经济的创新，专注前沿另类资产的投资与衍生品交易策略。成立至今目前已成功投资并退出50多个独角兽项目
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Primitive Ventures: After US Stock Brokers' Clearance, Chinese Retail Investors Are Searching for the 'Disappeared Buy Button'
China's capital controls have tightened overall, Futu and Tiger Brokers were fined and shut down their mainland US stock businesses, narrowing retail investors' asset allocation channels. Tokenized assets and crypto have become a new gateway for cross-border investment, presenting an opportunity for the redistribution of global productive assets.
Primitive Ventures
Primitive Ventures Founder: In the AI Era, Those “Disappeared Underclass”
The AI Great Leap Forward breeds a permanent underclass in Silicon Valley, a blockchain perspective on wealth polarization. OpenAI’s equity could buy 29% of San Francisco’s housing, yet 50,000 jobs vanish. China’s real estate “equal poverty card” effect, the middle class disappears. After the underclass vanishes, who defines your life?
Primitive Ventures
Founder of Primitive Ventures: What kind of person is suitable for investment?
Long-term success relies not only on intelligence and effort, but also on two underestimated traits.
Primitive Ventures
Primitive Seminar Minutes: OpenAI Growth Slows, Meta Computing Power Surplus, AI Frenzy Returning to Rationality
BTC is currently being pulled more by external forces such as tech momentum, gold correlation, and macro liquidity, diluting the impact of industry-native catalysts.
Primitive Ventures
Primitive Ventures: Predicting the “East-West Divergence” in the Market – Why We Bets on Opinion Labs
The Prediction Market has entered its 2.0 phase. It is no longer a single, winner-takes-all market, but rather two different evolutionary paths shaped by culture.
Primitive Ventures
Primitive Ventures: Why are we bullish on on-chain perpetual US stocks?
The crypto market is absorbing traditional financial liquidity through on-chain equity perpetual contracts, offering 24/7 trading, high leverage, and cross-asset margin, reshaping the global trading landscape, but faces regulatory challenges ahead.
Primitive Ventures
Primitive Ventures: The crypto world feels a bit dead.
In 2025, AI and US stocks will drain the liquidity of the crypto world.
Primitive Ventures
From Bitcoin to the Machine Economy, How Does OpenMind Build an Intelligent Machine Economy?
OpenMind's open source, sovereign stack turns these constraints into advantages: enabling developers to source globally, verify provenance on-chain, and coordinate economic activity across borders.
Primitive Ventures
Why do we invest in SBET? Undervalued Ethereum Beta, a new starting point for CeDeFi integration
SBET has the potential to directly utilize ETH's staking income and the DeFi ecosystem to achieve compound growth on the chain and create real value for shareholders.
Primitive Ventures
New driving force of DeFi: buyback, dividends and fee switch
DeFi protocols are accelerating the accumulation of value for token holders, with protocols such as Aave, Ethena, Hyperliquid and Jupiter implementing buyback programs, fee switches and new incentive structures.
Primitive Ventures
Thoughts from the Hong Kong Consensus Conference: The best era of VC coins has passed
My biggest feeling after visiting Consensus HK this time is that VC has a very difficult life. It is no exaggeration to say that there is widespread misery, which is in sharp contrast to Marshal P.
Primitive Ventures
Primitive Ventures: The logic behind the reverse investment Movement and the growth secrets of the 10 billion FDV
This article will share in depth Primitive Ventures’ struggles and reflections in investment decisions, as well as Movement’s growth and transformation over the past 20 months.
Primitive Ventures
What do VCs think of the current Memecoin craze?
Meme has become a track-level opportunity that the industry cannot ignore or miss.
Primitive Ventures
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