Investment Memos
All Articles
9 articlesThe 1011 Crypto Storm: The Largest Liquidation Event in Cryptocurrency History
Oct 16, 202544 min
August 25, 2025 BTC and ETH Market Overview
Aug 24, 20254 min
Mid-August 2025: Is Crypto Still a Buy? A Concise Research Note
Aug 12, 20256 min
Riding the Trend: Mastering the Market with Stan Weinstein's Stage Analysis
Aug 5, 20258 min
What Coinbase’s Q2 2025 Tells Crypto Founders & Investors About the Next Cycle
Aug 1, 20258 min
The Summer Squall: A Reality Check for Overheated Markets
Aug 1, 20257 min
Figma's IPO: A Golden Ticket or a Valuation Trap?
Jul 21, 20257 min
Crypto Market Observations (2023-2025): Navigating a Fragmented and Chaotic LandscapeInsider
Jul 8, 20258 min
Talus Network Investment MemoInsider
Jul 5, 202511 min
About Tian Pan
I'm Tian Pan, an engineer-founder focused on agentic engineering — building autonomous AI systems and scaling engineering teams. I write practical guides on system design, technical leadership, and shipping with AI agents. Previously an early engineer at Uber, Brex, and IoTeX.
