
Yishi|12月 31, 2025 04:22
last year we were profitable. not huge, but real.
over 80 percent went straight to the team. the rest covered ops. whatever was left will still go back to employees over time.
this year we scaled hard.
hc up 61 percent.
distributors up 183 percent.
wau up 148.7 percent.
rev up 41.6 percent.
we officially crossed the line from burn-mode startup to a real growth co.
my thinking is simple. grow fast, but don’t grow dumb. keep the org healthy. push rpe as hard as we can. that’s how we pay people better, and how we earn the right to move hq anywhere on earth, even nyc if we want.
based on that, we made a pretty aggressive call internally. starting now, onekey goes full ai-driven hardware finance co. not “we use some ai tools”. we’ve been doing that for almost two yrs. this is full ai-native, top-down, every workflow rebuilt.
i’ve been in the internet game for 13 yrs. i used to be very confident in my product and eng instincts. i’m way more humble now. this is harder than i expected. efficiency coupling, security audits, risk vs clarity tradeoffs. when you run both hw supply chain and a full sw stack, the difficulty feels closer to climbing k2 than shipping an app.
but that’s fine. the co is the product. the product is the co. we’re all in.
also, random note. v5.19 desktop is kinda great. first time i can open the app and see my entire defi portfolio at a glance. feels right.(Yishi)
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