Alyse Killeen@AlyseKilleen · 2026/08/25赛道影响the people networks move to the frontier space - wherever that may be, so the same firms may continue to be relevant depending on the strength of their networks. for instance, the earliest actors in bitcoin (especially where their social identity and ego was not attached to bitcoin) moved to energy and AI, especially physical components, years ago.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Alyse Killeen@AlyseKilleen · 2026/08/22观点输出RT @GlimpseMarkets: Bitcoin is hovering near $77K, with the prediction market expecting it to stay within a tight $76K–$79K range over the…
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。
Alyse Killeen@AlyseKilleen · 2026/08/20观点输出@rahrahrahahah @payton82513443 Came here to say the same thing. I miss her.
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。
Alyse Killeen@AlyseKilleen · 2026/08/20观点输出Bad VC behavior at an ATH. Folks seem to expect that the market will give them cover. I’m not so sure about that …
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”
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。
Alyse Killeen@AlyseKilleen · 2026/08/16赛道影响RT @FracSlap: Flock camera in the middle of a walking trail in Katy, Texas to monitor kids that like to hit this jump on their e-bikes whic…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Alyse Killeen@AlyseKilleen · 2026/08/16观点输出proof of work @Blockstream
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。
Alyse Killeen@AlyseKilleen · 2026/08/15观点输出@kathleen_stock1 Congratulations Kathleen.
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。
Alyse Killeen@AlyseKilleen · 2026/08/07观点输出RT @neelsomani: I'm a former Citadel quant who covered power & gas.
There's constant talk about chips & memory, but power is the central b…
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。
Alyse Killeen@AlyseKilleen · 2026/08/06观点输出RT @paulg: These guys had a crisis in late 2024 when their revenue declined sharply. It seemed dire at the time, but now you practically ne…
AI:偏平台经营与生态扩张,强调交易平台和应用入口的长期位置。
Alyse Killeen@AlyseKilleen · 2026/08/06观点输出@afilini I’m just
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。
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