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Teng Yan
25.3K posts
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Teng Yan
@tengyanAI
Ex-doctor. I publish the AI infrastructure & supply chain intelligence you can't get anywhere else. Building @tessara_ai
tessara.tech
Joined August 2020
7,253
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  • Pinned
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    Teng Yan
    @tengyanAI
    Jun 23
    Article cover image
    Article
    Our Micron Earnings Forecast (Q3 FY2026)
    Forecasting a company's quarterly revenue is easiest in the middle of a trend. When business is steady, last quarter is a good guide to next quarter, and Wall Street's consensus is hard to beat. But...
    37K
  • user avatar
    Teng Yan
    @tengyanAI
    Apr 9, 2025
    Singapore stock market looking like the dev just rugpulled
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    238K
  • user avatar
    Teng Yan
    @tengyanAI
    Jul 11, 2024
    Let's try this: "Make Bitcoin Great Again"
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    The Bitcoin Conference
    @TheBitcoinConf
    Jul 10, 2024
    ANNOUNCING: PRESIDENT DONALD J. TRUMP TO SPEAK AT #BITCOIN2024
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    48K
  • user avatar
    Teng Yan
    @tengyanAI
    May 7, 2024
    I find myself disillusioned about crypto when I spend too much time with degens/traders. It's all ponzi schemes, money games, and front-running. But when I talk to great founders, I feel rejuvenated and optimistic about the future of crypto.
    52K
  • user avatar
    Teng Yan
    @tengyanAI
    Oct 23, 2024
    Article cover image
    Article
    GOAT: The Gospel of Goatse
    TL;DR Truth Terminal is the most fascinating narrative I’ve seen emerge around Crypto and AI this year. It is a semi-autonomous AI agent that has created its own religion (The Goatse Gospel). The...
    381K
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    Teng Yan
    @tengyanAI
    Sep 30, 2022
    Met a number of gaming teams who are moving away from @solana to build on @Immutable instead. Was curious so asked their reasons: - Better UX - Zero transaction fees on IMX; players don't want to pay any fees, however small. - Easier to reach out to IMX team - IMX grants
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    Teng Yan
    @tengyanAI
    Dec 27, 2024
    Article cover image
    Article
    ai16z: the Bazaar of Agents
    TL;DR On many developer metrics, ELIZA is exploding in popularity, which is extremely promising. ELIZA is the living embodiment of the bazaar philosophy, where open-source development thrives in an...
    243K
  • user avatar
    Teng Yan
    @tengyanAI
    Sep 10, 2024
    Crypto AI is a $200B+ market opportunity in the making. But to truly seize it, you need the right knowledge—more than other crypto sub-sectors. So, I've put together the Ultimate Crypto AI Primer 👑. A painstakingly curated list of essential readings and resources. Spend just
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    229K
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    Teng Yan
    @tengyanAI
    Jun 30, 2025
    China hosts a fully autonomous AI robot soccer match. Two got damaged and were stretcher-ed off LOL
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    124K
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    Teng Yan
    @tengyanAI
    Jul 17, 2024
    The biggest dispersion in the coming months will be between (A) BTC+ETH and (B) the alt market. The wealth effects of a rising BTC/ETH price are diminishing over time as more coins are absorbed by TradFi. BTC and ETH are now institutionally driven assets. Recent market flows
    26K
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    Teng Yan
    @tengyanAI
    Feb 14, 2023
    I wasn't a huge fan of Solana NFTs But over the past few weeks, I spent a lot of time immersed in the @solana NFT ecosystem and it has changed my views. Here's what convinced me that it will grow and thrive: 🧵👇
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    169K
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    Teng Yan
    @tengyanAI
    Oct 13, 2025
    everyone worships CZ like he's a god. but CT remembers.
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    Galois Kevin
    @Galois_Capital
    Oct 12, 2025
    Long story short, Hyperliquid and Ethena did nothing wrong. Binance did many things wrong.
    67K
  • user avatar
    Teng Yan
    @tengyanAI
    Jul 14, 2023
    WHY SOLANA I had my reservations initially, but diving deep into the @solana NFT ecosystem turned me into a SOL supporter late last year. I was surprised to find a real, passionate community & ecosystem on SOL. Which is quite separate from the EVM ecosystem which often shares
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    73K
  • user avatar
    Teng Yan
    @tengyanAI
    Jul 11, 2023
    Vietnam has the highest crypto adoption rate in the world. A 98M population country, with almost 50% of people having used crypto before. A few things I've learned from my trip to Vietnam 🧵👇
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    163K

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