Advisor & Platform Growth @thenotai, Analyst & Investment Partner @Signum_Capital, @LongHashVC Prev. Google • Huawei • OKX • Bybit
🇸🇬
Joined June 2010
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Wayne Sim retweeted
Happy 5th birthday, $TON @ton_blockchain 🤘
Let's keep on writing the story together🦴
Wayne Sim retweeted
STON.fi Vibe Coding hackathon: wave 2 is live!
Vibe Coding is back — ship a real TON app in one weekend, even if you’ve never coded before. AI coding agents + real infrastructure + support from STON.fi and @wallet_tg.
🏆 Tracks and prizes: $500 from STON.fi | $300 from Wallet in Telegram | + $700 participation pool
📅 Timeline
• Submit your application: May 25–May 31 (16:00 UTC)
• Learn and build during the hackathon: June 4–8 (07:00 UTC)
• Present your project on Demo Day: June 8
⚠️ Only 25 spots available. Track prizes require a new project or feature. Participants from Wave 1 are welcome back and still eligible for the participation pool.
Apply and full detail links in comments 👇
#TON #Hackathon #AICoding #Web3Builders #STONfi
Wayne Sim retweeted
HUAWEI's Tau (τ) Scaling Law is a new principle for guiding the future development of semiconductors. By 2031, HUAWEI's high-end chips are expected to feature a transistor density equivalent to 14 Å (1.4 nm) processes. Watch the livestream to learn more! xitter.cf/i/broadcasts/1XxygggOb…
Wayne Sim retweeted
⚡ WhatsApp just got native TON swaps, and they’re powered by STON.fi!
@Dyadnum integrated STON.fi so TON swaps happen right inside WhatsApp chats:
• swap jettons by ticker/contract
• wallet actions in the same flow (deposit/withdraw/create/export key)
• real-time balances + optimized execution
Try it: link in comments 👇
#TON #DeFi #STONfi #Omniston #WalletConnect #WhatsApp
👀 Dyadnum is an independent app using STON.fi infrastructure. STON.fi is not affiliated with, and does not endorse or recommend it. DYOR and assess risks before use.
Wayne Sim retweeted
Durov is all in on $TON
The TON Foundation no longer manages the ecosystem; Telegram is responsible for the project's development now. @durov himself has begun frequently mentioning TON in his posts 😎
Ton is now the fastest blockchain in the world, with the cheapest transactions and broad AI support 🏆
Well, Durov is rolling up his sleeves for TON
So, the SUCCESS is inevitable
Wayne Sim retweeted
It looks like the Ton Foundation is definitely being disbanded now:
> either Telegram will have to hire additional staff, or we’ll see something like a TF 2.0.
Wayne Sim retweeted
Cross-chain swaps become testable in the sandbox!
Omniston just stepped beyond TON aggregation. Omniston v1beta8 introduces first cross-chain flows TON ↔ Base and TON ↔ Polygon. Builders can test them now.
💎 What changed under the hood:
• Omniston is now a pipeline: quote discovery, execution coordination, settlement, tracking
• Built to scale across chains, not just optimize routes inside TON
💎 What you can already test:
• new API + cross-chain logic
• real RFQ/quote flows
• mock resolver simulation
• isolated cross-chain execution
Want to learn more about the cross-chain Omniston? Link in the comments 👇
#DeFi #Omniston #crosschain
Wayne Sim retweeted
🗿 Powered by STON.fi: meet new TON projects shipping swaps from day one!
More teams are embedding swaps straight into their UX using STONfi infrastructure, so users can swap from the first session.
Meet two emerging projects building on STONfi rails:
1️⃣ @StunTrade — a fast swap bot. Built by a former STONfi Grant Program grantee. Now integrated with all STONfi pools.
2️⃣ TonSense — a DeFi dashboard available in a web app and Telegram bot. Born during the STONfi Vibe Coding Hackathon. Swaps powered end-to-end by STONfi.
Already integrated STONfi into your product and are preparing for launch? Reach out to us — we’d love to support your growth.
Link in comments 👇
Wayne Sim retweeted
🔥 LATEST: Telegram bots can now talk to other bots, giving AI agents a native communication layer.
Good point. The market for AI add-ins for Office is still quite fragmented. Acquiring the leader (or even two) would be the cheapest and fastest way for OpenAI to catch up with Anthropic in enterprise metrics. Plus, they can pay with stock, which is very attractive right now.
To compete with Anthropic's progress in the enterprise, I can see OpenAI acquiring an AI powered Excel plugin.
AI powered PowerPoint plugin is on the menu too.
Likely one with the most users.
Despite the headlines, OpenAI can easily issue stock to make major acquisitions that can quickly elevate their enterprise game.
Wayne Sim retweeted
Weekly Recap Highlights:
- Roadmap alignment: Checked ✅
- Perps + AI signals: Active testing 🧪
- Quests: Updated for easier & better farming 🚜
Shoutout to @CEO_NOTAI, @Not_EricChan, @GaspardDeDreuzy, @waynenotai, and the entire fam. Let’s keep building!
Wayne Sim retweeted
Looping stress isn’t isolated to Avant.
@YuzuMoneyX (managed by @OuroborosCap8) runs a $57M USDe/sUSDe loop on Aave Core at HF 1.01, -93% net APY, 100% borrow power.
Core is protected even if the war room throws L2s under the bus. But -90% APY carry is still bleeding.
Contagion protection doesn’t fix broken unit economics.
@avantprotocol’s transparency page shows ~$900M gross leveraged book across Aave Mantle, Maple (@syrupsid), and other venues. Single wallet on Mantle: $140M USDT0 + $20 USDC nominal at HF 1.02, -135% APY. (Not $20M as I wrote yesterday, clarifying.)
Pattern is systemic. Multiple protocols running deeply negative carry at liquidation threshold across multiple chains.
Governance is still debating rsETH fallout while the underlying strategy is structurally broken.
For context, D2 exited looping entirely since ~July 2025 when we derisked into the DAT / @fundstrat mania. Kept upside through call options with defined downside.
Made money on 10/10. Long gamma paid again this weekend. Looping pays carry until it doesn’t. Options pay when it matters.
Thanks to @DeriveXYZ and @flowdesk_co where our long gamma sits.
Live evidence for the @aave x @KelpDAO x @LayerZero_Core governance war room on second-order risk.
@avantprotocol is currently running a single $156M sUSDe looping position on Aave Mantle.
$140M USDT0 + $20M USDC borrowed against it.
Net APY -135% (net of sUSDe embedded yield the pain is less, but still deeply negative). Health factor 1.02. Borrow power 100%.
This isn’t a rounding error. It’s one of the largest single positions on @Mantle_Official, sitting at liquidation threshold, eating deep negative carry, structurally dependent on Aave Mantle staying unfrozen indefinitely.
Under the L1-backstop / L2-zeroed proposal, forced unwinds of positions like this are the transmission vector back to Core via sUSDe depeg pressure on thin L2 secondary liquidity.
You can believe this position is fine in isolation.
You cannot believe this position is fine in isolation AND that L2 zeroing has no second-order cost to stakeholders like @avantprotocol. Pick one.
More quants, fewer lawyers in the war room, for the sake of this industry. 🫡
Wayne Sim retweeted
Thanks @domcooke for spending months on researching and writing this piece. Einstein once said, "If you can't explain it simply, you don't understand it well enough." By that measure, Dom has blown me away with how deeply he came to understand Hyperliquid and what we're all building together.
When someone asks what "housing all of finance" means, I'm proud to point them to this piece. I hope readers appreciate just how much Dom and his team put into their work. It reflects the thoughtful craft that is in Hyperliquid's DNA. Special thanks to @patrick_oshag for taking a bet on Hyperliquid's story.
This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore.
Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work.
Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Rico—working off a television because he didn't own a monitor.
Within 3 years, he was running one of the largest anonymous crypto trading firms.
Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed.
Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto.
Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to.
Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do.
In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.
Wayne Sim retweeted
Hyperliquid Community FTW
We're everywhere this April 🌍
🇫🇷 Paris · Apr 16 TONIGHT → luma.com/238n1o8c
🇭🇰 Hong Kong · Apr 21 → luma.com/jf592k8m
🇺🇸 SF · Apr 23 → luma.com/eqkxu20n
🇮🇩 Jakarta · Apr 23 → luma.com/lc1ygtab
🇹🇭 Bangkok · Apr 24 → luma.com/xjonvib1
Find your city.
Show up.
Build on the future of finance.
Hyperliquid Thailand Meetup 🇹🇭
sponsored by @pear_protocol @HyperliquidOHLC @BlockLiquidity @symmetry_xyz
🗓 Date: 24 Apr, 2026
⏰Time: 18.00-22.00
📍Location: Atlas Workspace Asoke
What to expect 🛠
> Hyperliquid and HyperEVM updates
> special Hyperliquid Thailand merch 🐱
> networking with builders and traders
also shout out to our community partners @THBUIDL @hypurr_co
See you soon!
Hyperliquid
Wayne Sim retweeted
Korea 200 (KR200) tracks a KRW-denominated, capitalization-weighted basket of 200 leading South Korean equities that serves as a major benchmark for Korea’s equity market. The oracle follows the basket’s native local-currency level without FX conversion. KR200 is a quanto derivative with KRW-based P&L cash-settled in USDC.
Wayne Sim retweeted
"ETH is still the king"
57% of DeFi TVL lives on Ethereum
Source: @DefiLlama
Erik Vorhees: “ETH is still the king, and I don’t see it being dethroned"
The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies:
“I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.”
Erik continues:
“I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.”
However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”:
“Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.”
Source: @CoinDesk (Dec 2025)
