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Qiao Wang

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Qiao Wang is a seasoned professional in the crypto industry, currently lending his expertise to crypto startups at DeFi Alliance. With a background as an entrepreneur at Messari and a trader at Tower Research, he brings a wealth of experience to the table. Qiao is also a firm believer in the potential to cure aging as a disease. He pursued his education by studying Honours Bachelor of Mathematics at the prestigious University of Waterloo. Prior to his current role, he was associated with organizations like Imc Financial Markets & Asset Management and was formerly part of Bloomberg Lp.

Highlights

Feb 4 · twitter

on the “software is dead” narrative:

my intuition is that ai makes strong software companies stronger and weak software companies weaker. this is because the moat of strong software companies was never software, but rather distribution, proprietary data, workflow integration, enterprise lockin, network effects, trust and compliance, etc. whereas the moat of weak software companies was just… software.

example of strong companies: msft

Feb 3 · twitter

on this year’s big ipos:

no matter how bullish u r on these companies long term (as i am), understand that they choose when and at what price they sell the shares to u. this is peak adverse selection.

best time to buy their shares is probably during the subsequent market wide down turn.

Qiao Wang
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Location

United States