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For over two years, she has been defaming me. Many players were shocked by her one-sided account. I stayed in Asia and could not return to the US to confront her. Only my closest friends would relay these rumors, so I found out about them very late in the game. When it comes to maneuvering, scheming, manipulating poker games, and reading human nature, she is leagues ahead — truly an expert at this. I once lived by the old saying: Take a step back, and you will find boundless space. On top of that, the poker world itself sits on the fringes of the gray zone. Perhaps she has made too many enemies, which eventually led to her dispute with Cye. I had no intention of reopening this old incident from 2023.
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Tokenized Stocks Are Being Won by Distribution As per @tokenterminal , Tokenized stocks stood at $3.56B in the week of Sep 21, up 65% from $2.16B in the week of Jun 29. That is roughly $1.4B added in 12 weeks, going into Q4. @Ondo Finance leads with 25.9% and $928.7M. xStocks follows at 23.8%, @binance bStocks at 20.6% and Securitize at 12.4%. The top four issuers hold 82.7% of the market Ondo's lead is 2.1% over xStocks and 5.3% over bStocks. That makes it the leader in a three-way race rather than a dominant player. @BNBCHAIN holds 29.5% of the market at $1.1B. Ethereum is at 21.5%, Solana at 20.2% and Avalanche at 11.9%. Arbitrum (5.6%), X Layer (5.0%) and Robinhood Chain (4.1%) make up the next tier, and Base is at 1.0%. Binance bStocks at 20.6% of $3.56B is about $734M. If bStocks sits on BNB Chain, roughly 70% of the chain's value is the exchange's own product. It reflects where an exchange with a large existing user base chose to issue, Ethereum and Solana are split across Ondo, xStocks, Securitize and others, and none of those issuers has a single distribution channel of Binance's size. Robinhood Chain at 4.1% and Robinhood as an issuer at 4.9% follow the same pattern at a smaller scale, with a broker issuing on its own rails. Bunt's POV Ondo's 25.9% is the most exposed number in this dataset. Exchange-native issuers grow with their own user base, and Ondo has to win through partners it does not control. I believe the Q4 test is whether Ondo holds its share while the total keeps expanding. If exchange-native issuance takes the share instead, the chain leaderboard will keep reflecting distribution rather than infrastructure.
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Since my name came up, a short note. Yes, I played the Bike game in 2023, for about an hour, and had a small piece of one player. It was over two years ago. Hank and Alan have already described what happened that night, and my recollection is roughly the same. I wasn't there for the settlement afterwards, so I won't speak to it. As for C Ye and Britney, that's between them. I wasn't involved and I'm not picking a side. If I can offer one thought: this all feels bigger from inside the poker bubble than it really is. Most people have never heard of it and never will. Settle it privately if you can, and move on. That's the whole statement. I won't be commenting on this again or answering questions about it, so please don't read my silence as agreement or disagreement with anyone. Poker isn't really where my head is these days. Life is full of more interesting things.
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It’s been 3 months since Wang Wang & her babies left the earth. Thanks for all the brave, kind, compassionate people keep speaking up for Wang Wang & her babies. We’re fighting this battle, if May take long time, but we will not give up. Due to the international community’s voice, I heard some protests against animal cruelty & the billboard to support justice for WangWang are resuming in some cities in China, the brave people marching on streets to demand justice for wang wang & her babies. But i won’t forget about you & your puppies. And I promise that every year on June 28, I’ll make a video for you to send you & your babies message. We’re still gonna fight for your justice, thanks for changing the world. We gonna keep pushing to get wang wang’s law passed. You’re a beautiful sweet angel, even I never met you, you’re in my mind everyday. May you & your babies rest in peace. You deserve to live with your babies, for now you don’t have to suffer any more. Let’s only share the good memories of Wang Wang to remember how sweet & gentle she is. What a loving brave dog mum she is. But we’ll continue to fight the justice for wang wang & her babies. #Rememberwangwang# #justiceforwangwang#
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Best way to sandbox an AI is to put it on a Delta flight – it will have no chance of accessing the Internet!
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my fansly is officially launched and will be stacked with tons of cosplay content in the very near future 😁 first cosplay set OUT NOW gogogo (🔗 in bio!)
@garyleff @Delta He will lose his job over this
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my turn! i do not have an agency. all of my pages are entirely self-managed. all of my posts, replies, and messages are my own on socials and NSFW sites alike. with that being said, i also do not play games and will quickly tell you to piss off if you're disrespectful of my time
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Salesforce acquires Listen Labs for ~$2b. But who gets the 💰? My usual breakdown below 👇 The company was founded in Sep-23 and had raised less than $100m. Investors will share ~$850m of profits on $96m invested, a ~10x blended. From a huge pivot to a unicorn valuation term sheet they refused, this is truly a wild story ✍️. In the end an incredible outcome for all involved. So let's dive in! 1) The boldest move: walking away from $1.5b 🎲 Listen Labs had a signed $125m Series C term sheet from Menlo at a $1.5b valuation... and walked away from it to sell to Salesforce at ~$2b. This takes a huge amount of courage: few founders turn down a signed unicorn-plus round. @itsalfredw and @florian_jue did it 2.5 years after founding. Huge congratulations are in order for the discipline and execution of the founders here. 2) Founders and team: a life-changing outcome in under 3 years 🥳 By my best estimates, founders and team still own over half the company. At $2b, that's ~$1.1b for them to share. Specifically, assuming a 15% option pool, that is ~$300m for the team and ~$750m for the two co-founders. And, as was the case with Hugging Face, this is all from a pivot. They originally built an AI customer-interview tool to understand why their viral app BeFake was growing, then realised the tool was the business! 3) Sequoia's Bryan Schreier did it again 👑 What few people know is that Bryan was an early backer of Qualtrics... the category Listen Labs is disrupting. Now he led both the seed and the Series A here. By my estimates, those two rounds will return ~$670m combined, or ~25x on ~$27m invested, in under three years. Pattern recognition and industry knowledge have their perks, it would seem! 4) Ribbit: 4x in 8 months ⚡ Ribbit led the $69m Series B in Jan-26 at ~$500m. At $2b, that's ~4x in 8 months. Unbelievable IRR and a great return on a meaningful cheque. 5) Neo does it again, congrats @apartovi 🎯 Listen Labs went through the Neo accelerator early on, which came with a $600k SAFE. On my estimates, that cheque is worth ~$25m+ today. This comes just three months after Cursor's acquisition (a cool >1,000x for Neo). What a hit rate! This one is very straightforward: it is a massive win for everyone. And so congratulations to all involved: Sequoia, Ribbit, Conviction, Pear, Neo and the team!
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Originally, I didn’t want to comment publicly on all of the drama. However, once there were multiple lies and false or exaggerated accusations, I felt I had no choice but to clear my name and state the facts with evidence so that we can put this issue to rest. Regarding the issue with C Ye at Venetian — the post below includes a link to a video from Xuan Liu, who is very reputable in the poker community and was there with me at the time. She can confirm that the floor staff told us they had checked the surveillance footage, and that the amount of chips C Ye actually had at the end of the game was different from the amount she reported to us. People have asked what C Ye’s motivation could have been for misreporting. I can’t say for sure, but I do know that in the days leading up to June 7, she was on a huge downswing across private games, HCL, and baccarat — easily over $100K of her own money. We also later got in touch with someone at the Venetian, who checked their internal records for us and found a record related to the surveillance inquiry. The record shows that the report was reviewed on June 21 at approximately 11:03 PM, and there is an internal report number associated with it. I also have additional evidence supporting my account that Venetian security did in fact help me review the surveillance footage. However, I gave my word that this material would never be shared publicly, and I intend to honor that. That said, we are willing to share the original materials privately with well-respected and credible members of the poker community who genuinely want to review the evidence. If that applies to you, feel free to DM me. Because these materials contain internal Venetian information and involve staff who helped us, we will not post them publicly. We don’t want anyone at the Venetian getting in trouble for helping us. C Ye tweeted that she put all of her chips in my bag ($187K). Venetian told Xuan that C Ye made a cage transaction for $106K after the game. That would explain where the rest of the chips went. Further, attached is a video from Jeff the Cash, who was there that day and says he personally saw chips being taken off the table. Jeff is a very reputable high-stakes player and is willing to publicly speak about what he personally witnessed. Regarding Wesley’s story — attached is a video from Aussie Alan confirming that I never owed anyone money and that Wesley’s allegations aren’t true. Alan also spoke directly with L, the person referenced in Wesley’s post. L apologized to Alan and said that Wesley using his name without his approval was very wrong, especially when what Wesley was saying was not factually correct. The chat confirming this is attached below. Charles, a well-known and reputable player on HCL who was mentioned in Wesley’s story, is also willing to publicly confirm on X that Wesley’s allegations against me are not true. Charles was at the table that day and can confirm two things: first, he had bought action in Hank; and second, Hank did in fact secretly take chips off the table. Charles is willing to speak publicly about what he personally knows and witnessed. Lastly, I want to make it clear that Ryan and HCL had no knowledge of me buying pieces of other players. I understand now that this can create a conflict of interest in certain games, but at the time, I sometimes bought action because I wanted to help younger players who might not otherwise have been able to play in those games. Going forward, I will not do it again. I’m not perfect. I’ve made some mistakes, but never out of a lack of integrity. Things get heated and words get thrown around when poker players are no longer welcome in or able to access games they want to play. Take the evidence below as you wish and decide for yourself. I just wanted one last opportunity to put all of this information and evidence out there, clear things up, and hopefully put this issue to rest once and for all.
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