Eggward

@luckydog

4 followers · 11 beliefs

• Binance券商化估值要脚斩这个论点看着很对，其实有点怪。整个Crypto现在最大的利润来源是perp，占到80%以上，不是现货or正股。…
• Unlike internet's old network effect winner, the ai war's - research/benchmark…
• 现在公链的三大主线叙事：AI、RWA和隐私。这个我觉得还是受迫性趋势，就是资金在买这些的相关概念（ZEC、Robinhood…
• The vast majority of last-gen internet businesses basically all had a…
• Honestly dont think Trump side can yield much from Xi's visit. They have…
• Poland could become Europe’s next AI powerhouse
• BSC doesn't win tokenized stocks because its tech is unique. It wins because…
• Crypto in 2026: from a narrative trade to an institutional portfolio allocation
• 金融虚无主义将会成为未来趋势，万物皆可赌。