168X

Mr. Z

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TECHNOLOGY
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Capital with conviction. Media with reach. 讓 AI 與 frontier tech 的 builder 被世界看見

APR 28

CoinKarma Benson Sun：FTX 歸零重生，他在等比特幣「世代底部」訊號

🎁 168X 觀眾專屬｜CoinKarma 首月優惠（只到 5/29）結帳時選擇月度方案（Gold Monthly）並輸入優惠碼「mrz10」，首次訂閱用戶首月只要 $10（原價 $69）。 🔗 優惠連結：https://www.coinkarma.co/zh-tw/join/87813739 — 📄 168X x Benson 專訪完整文章版 👉 https://168x.club/writings/benson-sun-coinkarma-ftx-1011-liquidation Benson Sun 是台灣最早的加密貨幣從業者之一，他在 2018 年熊市最深處入圈，從金控分析師轉戰加密交易所，後來成為 FTX 在亞洲最具影響力的社群夥伴，結果在新婚兩個月後，親眼看著 FTX 化為烏有，連帶自己與妻子的積蓄幾乎歸零，對社群相信自己的人打從心底裡感到愧疚。但 Benson 沒有離開。他用 5 萬美金重新進場，槓桿抄底 2023 年 USDC 脫鉤事件，一步步把資產打回來，並創辦了量化交易平台 CoinKarma。如今 CoinKarma 以微秒級的 order book 偵測能力與 AI 驅動的自動化交易機器人，成為加密貨幣專業交易者圈子裡辨識度極高的工具品牌。這次我們邀請 Benson 來到 168X，從 2025 年 10 月 11 日那場史詩級崩盤聊起，談比特幣作為主流資產的天花板與想像、2026 年加密貨幣熊市的底部在哪、他從 FTX 廢墟中重建人生的真實經歷，以及他現在正在等待的那個 CME 基差「世代底部」訊號。 — 168X 官方網站看更多精華內容 👇 https://168x.club 追蹤 168X 推特 👇 https://x.com/168X_Fortune 追蹤 Benson Sun 推特 👇 https://x.com/BensonTWN 追蹤 Mr. Z 推特 👇 https://x.com/168MrZ 追蹤 Victor 推特 👇 https://x.com/vcmktasa 訂閱 Youtube 👇 https://www.youtube.com/@168X_Fortune 訂閱 Substack 電子報 👇 https://168xclub.substack.com/ — ⏰ 時間軸 01:14 2025 年 10/11 大崩盤：數據還原真相 04:41 Order Book 異常與做市商流動性危機 09:14 比特幣 2026 年走勢展望：下一個敘事需要「國家級」 13:51 Benson Sun 的入圈故事：從金控分析師到幣圈 OG 17:05 FTX 崛起與衍生品市場競爭：BitMEX、幣安與台灣加密貨幣監管 23:29 FTX 崩盤親歷：新婚兩月後的財務歸零 33:15 從 FTX 廢墟重生：USDC 脫鉤抄底與 CoinKarma 創業 39:20 CoinKarma 量化交易工具：AI 選股、自動化交易機器人與商業模式 47:08 加密貨幣的本質：一個 24/7 的全球投機市場 57:28 2026 年比特幣熊市分析：CME 基差與世代底部訊號 — 🔥 168X 精彩內容回顧 ⭐ 預測市場大爆發：Polymarket / Predict.fun / Myriad 空投攻略 👉 https://168x.club/writings/prediction-market-polymarket-predictfun-myriad-tge-airdrop ⭐ RWA Perp DEX 必埋伏空投的十大項目 👉 https://168x.club/writings/rwa-perp-dex-top-10-referral ⭐ Ostium 空投最後衝刺：RWA Perp DEX 新手刷 Points 完整教學 👉 https://168x.club/writings/ostium-airdrop-tge-guide ⭐ Dovey Wan / Primitive Ventures：crypto OG 的下一輪佈局 👉 https://168x.club/writings/dovey-wan-primitive-ventures ⭐ Haseeb / Dragonfly Capital：crypto VC 在 AI 時代怎麼配置？ 👉 https://168x.club/writings/dragonfly-haseeb-crypto-vc-ai — ⬛️ About 168X Capital with conviction. Media with reach. We make AI and frontier tech builders heard. 168X 是一個結合資本視角與媒體分發的內容品牌，專注在 AI / frontier tech 領域，為 builder 提供深度研究、KOL 訪談、上市策略與 GTM 執行。 📩 合作邀約：mrz@168x.club

1h 3m
APR 9

DASTAN CEO Loxley Fernandes on Myriad’s Seed Round, Prediction Markets & Asia Strategy

Loxley Fernandes is the CEO and Co-founder of DASTAN, the company behind Decrypt, Rug Radio, and Myriad. In this episode, Loxley shares why prediction markets could become a powerful new layer for media, why Myriad is being built inside content flows, and how DASTAN sees the long-term opportunity across media, markets, and distribution. We also discuss Myriad’s user behavior, liquidity and market design, its positioning with BNB Chain and USD1, and why Asia remains an important part of the company’s long-term growth strategy. Timestamps: 00:00 Intro 01:21 The origin of Myriad and why DASTAN built it 04:55 What investors are really betting on in Myriad 09:24 Why prediction markets could become a new media layer 12:19 Myriad’s core users and best-performing markets 15:32 The BNB Chain and USD1 partnership 18:54 Asia expansion, Mandarin, and regulation 21:42 How media brands can embed Myriad and earn from it 24:03 Myriad’s 2026 goals and long-term vision Subscribe on Youtube: https://www.youtube.com/@168X_Fortune Follow Loxley Fernandes on X: https://x.com/Loxley_eth Follow Victor on X: https://x.com/vcmktasa Follow Mr. Z on X: https://x.com/168MrZ Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com/

28 min
MAR 23

Babylon Co-founder David Tse on Bitcoin Staking, Trustless Security & Bitcoin-Native Markets

David Tse, Co-founder of Babylon, discusses why Bitcoin should not be viewed as a short-term speculative asset, but as a long-term foundational layer for decentralized security, how Babylon is building a trustless Bitcoin staking marketplace, and why the future of crypto lies in connecting Bitcoin with the broader blockchain ecosystem. The conversation explores Babylon’s roadmap and product design, its integration with Aave, the concept of two-sided marketplaces in Bitcoin staking, and why long-term builders focus on resilience over price prediction. Timestamps: 00:00 Introduction: Background of Babylon and its vision for Bitcoin staking 01:12 What problem Babylon is solving in the Bitcoin ecosystem 02:45 Why Bitcoin needs utility beyond store of value 04:10 Trustless Vault concept and how it works 06:30 Babylon’s architecture and security assumptions 08:44 Product roadmap: testnet launch and timeline 09:26 Integration with Aave as the first major use case 11:00 Long-term roadmap and expansion to more applications 12:44 TVL targets and early growth expectations 13:13 Bitcoin price discussion and why forecasting doesn’t matter 14:56 Babylon as a two-sided marketplace connecting Bitcoin and other chains 16:00 Trustless systems vs human preference for centralization Subscribe on Apple Podcasts 👇 https://podcasts.apple.com/tw/podcast/168x/id1829536080 Follow Mr. Z on X 👇 https://x.com/168MrZ Follow Victor on X 👇 https://x.com/vcmktasa Follow 168X on X 👇 https://x.com/168X_Fortune Subscribe to our Substack 👇 https://168x.substack.com/

17 min
MAR 18

Ex-Cypher Capital’s Bill Qian on AI Capital Rotation, Bitcoin’s Duality & Geopolitical Risk

Bill Qian, Founder of @cyphercapital Cypher Capital, discusses how capital is rotating from crypto into AI, why the Middle East safe haven narrative is breaking, and how investors should rethink Bitcoin, geopolitics, and portfolio construction in an unpredictable world. The conversation explores AI vs crypto cycles, war-driven capital shifts, Bitcoin’s role in crisis scenarios, and why survival — not prediction — is the only strategy that matters. Timestamps: 00:00 Introduction: Bill Qian’s background and role at Cypher Capital 00:47 Why he moved early into the Middle East 01:36 What the dominant investment narrative was in 2021 02:35 Capital flows: why AI is absorbing attention from crypto 03:42 Is AI in a bubble? 05:49 Why he chose to “press pause” and reassess cycles 06:59 Why mega VC funds are getting bigger 10:16 Middle East conflict and the breakdown of the safe haven narrative 14:59 Why investors must always assume they can be wrong 16:52 Asset allocation: stocks, Bitcoin, gold, and portfolio construction 20:00 Bitcoin vs gold: how he thinks about the two today 22:43 Are hard assets entering a supercycle? 23:49 Is Bitcoin sentiment finally low enough? 24:21 Bitcoin resilience in crisis vs gold’s limitations 26:37 Bitcoin mining, energy, and why mining is now a financing game 28:02 2026 market outlook: volatility, macro, and why most people shouldn’t predict 30:29 Trump, war incentives, and why he believes de-escalation is likely 31:46 Final advice: margin of safety, humility, and survival Subscribe on Youtube: https://www.youtube.com/@168X_Fortune Follow Bill Qian on X: https://x.com/billqian Follow Mr. Z on X: https://x.com/168MrZ Follow Victor on X: https://x.com/vcmktasa Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com/

33 min
MAR 1

Altius Labs’ Cofounder Annabelle on Parallel Blockchains & Institutional On-Chain Trading

Annabelle, Cofounder of Altius Labs, discusses how Wall Street trading giants like Citadel and Jump are moving assets on-chain — and why blockchain infrastructure still isn’t ready for full institutional high-frequency activity. Altius is building a VM-agnostic, high-performance execution stack to upgrade L1/L2 performance, enable parallel execution, and bridge the gap between decentralization and institutional-grade speed. Timestamps: 00:23 Wall Street trading giants moving assets on-chain 01:36 The real bottleneck: blockchain infrastructure performance 02:08 Altius’ EVM stack for upgrading L1/L2 performance 03:16 Decentralization vs speed — the structural trade-off 04:26 Why VM-agnostic architecture matters 05:31 Parallel execution (Sui, Aptos, Solana comparison) 06:19 Concurrency and execution-level optimization 06:40 2026 market sentiment vs on-chain activity reality 07:40 Why bear markets are the best time to build 08:17 TradFi–crypto convergence as a “full circle” moment Subscribe on Youtube: https://www.youtube.com/@168X_Fortune Follow Annabelle on X: https://x.com/_annabellehuang Follow Mr. Z on X: https://x.com/168MrZ Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com/

9 min
FEB 22

Franklin Templeton’s Chetan Karkhanis on Bitcoin ETFs, Tokenized RWAs & Yield Innovation

Chetan Karkhanis from ⁨Franklin Templeton represents one of the largest traditional asset managers actively building in crypto ETFs and tokenized real-world assets (RWA). As one of the early Bitcoin ETF issuers and a major tokenization pioneer with Benji, Franklin is focused on institutional adoption, product innovation, and jurisdiction-by-jurisdiction expansion across Asia. Timestamps: 00:42 Competing with BlackRock — brand vs structure 01:19 Product innovation: potential income strategies (staking & beyond) 01:33 Franklin’s multi-coin ETF lineup (BTC, ETH, XRPL, SOL & multi-asset) 01:56 Benji as one of the largest tokenized money market funds 03:39 Market outlook: tokenized RWAs reaching large nine-figure scale Subscribe on Youtube: https://www.youtube.com/@168X_Fortune Follow Mr. Z on X: https://x.com/168MrZ Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com/

4 min
FEB 18

ARK's President & COO Tom Staudt on Bitcoin, Benchmarks & AI: Why Crypto Needs a Real Beta

Tom Staudt from ARK Invest is one of the leading institutional voices at the intersection of digital asset treasuries (DATs), AI, and long-term innovation investing. As a major shareholder in Bitmine and Tesla, ARK is focused on scale, consolidation, and building the financial infrastructure crypto still lacks. Timestamps: 00:55 Crypto pullback will drive consolidation 01:34 Why Bitmine is well positioned in ETH 03:33 Bull markets hide weak players; downturns reveal leaders 04:49 DAT + AI: real synergies vs buzzword risk 06:27 Scale determines who can deploy AI effectively 07:35 Tesla as the largest AI project in the world 09:53 ARK Venture Fund (ARKVX) — access to SpaceX, xAI, Neuralink 13:44 Building lower-volatility innovation exposure 14:06 Why crypto needs a true “beta” benchmark 16:18 Bitcoin is an asset, not the asset class 17:51 ARK’s mission: establish beta to demonstrate alpha Subscribe on Apple Podcasts: https://podcasts.apple.com/tw/podcast/168x/id1829536080 Follow ARK Invest on X: https://x.com/ARKInvest Follow Mr. Z on X: https://x.com/168MrZ Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com

19 min
FEB 16

John D'Agostino on Regulation, Prediction Markets & Crypto Cycles: Coinbase’s Everything Exchange Vision

John D'Agostino, Head of Strategy at Coinbase Institutional, bridges traditional finance and crypto. With a background in commodities and multiple market cycles, he brings a cross-asset perspective to regulation, market structure, and crypto’s long-term role in global markets. In this episode, we go deep on: Why Coinbase is optimistic the Clarity Act could pass in 2026 — and what regulatory clarity means for stablecoins Coinbase’s ambition to become the “everything exchange,” from equities and bonds to crypto and prediction markets Why prediction markets like Polymarket and Kalshi are powerful information engines How open architecture allows markets to compete organically Why crypto volatility is structural — and why institutions aren’t shaken by another cycle The crude oil analogy: price swings don’t invalidate long-term value Subscribe on Youtube: https://youtu.be/AND1bSzh31o?si=v8gbCHXnibKIigtP Follow John on X: https://x.com/johnjdagostino Follow Mr. Z on X: https://x.com/168MrZ Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com

4 min

Capital with conviction. Media with reach. 讓 AI 與 frontier tech 的 builder 被世界看見

Creator

Mr. Z
Years Active

2025 - 2026
Episodes

14