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Alva Xu
Managing Partner of IOBC Capital | TG:@Alva_Xu LP For @DeFianceCapital @IOSGVC @ark_stream @1kxnetwork @Gitcoin @Fabric ...
Today in the study of the new report of the endowment, I saw some interesting data. Distribution and changes in asset classes around the world.
The most obvious is the change in the proportion of assets from 2015 to 2025:
1. Real estate market. The proportion decreased from 54.5% to 50.85%
2. Bonds. 23.39%➡️22.34%
3. Open market stocks. 17.42% 17.72%, ➡️it will be higher in 2020
4. Money market. 1.24%➡️1.54%
5. Collectibles. 0.25% ➡️0.46%
6. Gold. 1.74% ➡️3.08%。 The proportion doubled, and the price of gold tripled.
7. Oil and gas. 0.45%➡️1.23%。
8. Private market. 0.75%➡️2.31%。 The market share of the private market increased by 3 times.
9. Digital currency. 0% in 2015, ➡️0.18% in 2020, and ➡️0.46% in 2025.
In the past 10 years, the only new asset class has been cryptocurrency, with private equity expanding and traditional real estate being compressed.
(Content from the "Endowment Fund" 202507 report)
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RT @allen_su1024: Crypto has come to a point where project teams are just competing to see who can mess up more. Someone needs to break this cycle.
We invested in a project two years ago, and it went live on Binance last year.
But just a week before the listing, the project team secretly increased the supply by 60%, claiming it was for "ecosystem subsidies."
It wasn't until this year, when the tokens were about to unlock, that they told us:
We invested based on the FDV before the increase, not the FDV after the 60% increase...
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A memorable trip to ➡️ Kunming
It was a privilege to participate in the LP and CEO Summit of Northern Light Ventures
I was fortunate to hear the lecture of the philosopher Professor Liu Qing (A Distant and Close-up Observation of the Changes of the Times)
➡️ Strange said that an old fan
There is also Professor Zhou Qiren's "what to rely on to deal with uncertain"!



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Congratulations to the Balance team! Epal!
— — With the strengthening of the social nature of games, the scale of the game companion market has gradually expanded, and Epal has a strong overseas companion group.
I don't play many games, but I only know the PC version of "It Takes Two",
Mobile "Endless Showdown". @RealBalanceFun
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In 21 years, I sold bitcoin and went to buy a house in the core area of Beijing.
Right now... Bitcoin fractions are hard to come back.

Jayden Wei | OGBC Group23.5.2025
关于比特币买房,2017年12月卖了200多个比特币全款买了我在澳洲的第一个房子,全部settle完花了400万澳币出头。如果时间倒流让我再来一次,对于第一次赚到钱的年轻人来说,在当时那个节点还是会做一样的事情, 毕竟人家10000个比特币买个🍕都没后悔。我对卖比特币花钱这件事,总体上还是很自洽的, 如果比特币没花出去,不流通起来,他怎么有更好的共识怎么会有这么大的市值。
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