Edith Yeung led a $250K seed investment into Solana when it was valued at ~$0.04 per token and has positioned herself as a long-term, builder-focused supporter rather than a momentum trader, using this thesis to guide her broader crypto and infrastructure investing. Born and raised in Hong Kong with deep experience commuting between Silicon Valley and Greater China, she creates the annual China Internet Report for non-Chinese investors and uses her cross-border pattern recognition to help founders navigate U.S.-China/Asia opportunities in fintech and crypto.

• Interest in the economics of artificial intelligence and the competitive landscape between open source and closed models. Tweets frequently highlight cost efficiencies, such as comparing the high price per token of major US models against cheaper alternatives like Deepseek, and notes that developers are pragmatic about choosing faster, open-source options.
• A strong supporter of the San Francisco tech ecosystem and its continued relevance. Frequently shares optimistic statistics, such as the high number of unicorns founded in specific neighborhoods like the Mission District, and expresses enthusiasm for local energy, including sold-out events at the Chase Center or the presence of driverless cars on the streets.
• Focus on the utility of stablecoins and the evolution of blockchain finance. Highlights specific financial innovations, such as the concept of PayFi and companies building payment solutions on networks like Solana and Stellar, while also tracking the history of projects like Libra and Diem.
• Attention to the cross-border technology dynamic between the US and Asia, particularly regarding Hong Kong. often characterizes Hong Kong as a crucial financial hub for crypto, comparable to New York for traditional finance, and discusses how Asian markets are adopting technologies like blockchain and AI differently than the West.
• Appreciation for founders who demonstrate resourcefulness and a missionary mindset rather than a mercenary one. Shares strategic advice for early-stage companies, such as using stock options to compete for talent against large incumbents who are spending cash to buy rivals, and encourages founders to ask for help in the right way.