Jacob Phillips@JacobPPhillips · 2026/08/25观点输出Tokens are responding to fundamentals.
One of the best developments of the bear market.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jacob Phillips@JacobPPhillips · 2026/08/25观点输出@niraj “Always here to help”
Spoke like a true investor from the start.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jacob Phillips@JacobPPhillips · 2026/08/19赛道影响One of the longest institutional track records, now available onchain.
The new LBTC.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jacob Phillips@JacobPPhillips · 2026/08/19观点输出Any good collaboration tools for LLMs?
Goal: Allow a colleague to take over a chat/project exactly where I left off (google docs for claude)
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jacob Phillips@JacobPPhillips · 2026/08/14赛道影响Offchain yield with as much transparency as onchain yield.
LBTC V2 Transparency Dashboard will be the most in-depth publicly available dashboard for an institutional yield strategy.
What are we missing?
https://t.co/lCyP2DlnN4 https://t.co/AIEvJQAnso
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jacob Phillips@JacobPPhillips · 2026/08/13观点输出RT @HHorsley: Very excited about this news.
Bitwise's derivatives portfolio management team, led by @tradecoin14 will be generating income…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jacob Phillips@JacobPPhillips · 2026/08/13观点输出https://t.co/lCyP2DlnN4
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jacob Phillips@JacobPPhillips · 2026/08/13赛道影响Lombard brought $billions in BTC onchain — Time for round 2.
The new & improved LBTC:
- Covered Call Strategy
- Managed by @Bitwise
- Targeting 2.5% net APY
+
The most in-depth transparency/risk dashboard of any onchain asset.
Announced today @Lombard_Finance. https://t.co/9aorlTVQYh
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jacob Phillips@JacobPPhillips · 2026/08/04观点输出RT @Two_Prime: The Signal 2026. Where Digital Finance Converges.
A symposium on October 14 in New York.
Institutional investors and indus…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jacob Phillips@JacobPPhillips · 2026/07/23政策影响Bitcoin continued to dominate as the preferred collateral.
@Lombard_Finance & @FlowTraders thread the needle for institutions who want to borrow stablecoins but can’t post onchain collateral (the @CapApp model)
Onchain BTC collateral -> posted to back stablecoin lenders -> who lend directly to leading Institutions.
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
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