Jascha Samadi@JaschaSamadi · 2026/07/22观点输出@TheDeFinvestor @castle_labs @titanbuilderxyz should be on that list too
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。
Jascha Samadi@JaschaSamadi · 2026/07/16政策影响Regulators are converging on the view that MEV is manipulation to be eliminated - but blockspace is an ordinal commodity where sequence is value, and you can't remove ordering, only decide who controls it. The real question for institutions isn't which chain suppresses MEV, it's whether ordering happens through a competitive, auditable auction or an invisible single operator.
Great read by @kubimensah where he outlines why the latter should not be an option if we want to improve upon traditional market structures.
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。
Jascha Samadi@JaschaSamadi · 2026/06/24观点输出As bad as the @Polymarket allegations would be for our industry, it‘s actually bullish HIP-4 + builder code.
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。
Jascha Samadi@JaschaSamadi · 2026/06/23观点输出Yesterday's launch of $ARX marks one of the most successful token launches of the year so far. Great things ahead for @Arcium
👇
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。
Jascha Samadi@JaschaSamadi · 2026/06/08市场影响@shaundadevens Does the chart assume growth mode disabled or is this based on actuals?
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。
Jascha Samadi@JaschaSamadi · 2026/05/18观点输出👇
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。
Jascha Samadi@JaschaSamadi · 2026/05/16赛道影响A wise man once said: First they ignore you, then they laugh at you, then they fight you, then you win.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jascha Samadi@JaschaSamadi · 2026/05/04观点输出Outcomes coming to a theatre near you.
If you can define it, @sedaprotocol will resolve it.
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。
Jascha Samadi@JaschaSamadi · 2026/04/29观点输出Unpopular take: I was right.
You can thank me later.
https://t.co/yJe62TJPND https://t.co/XgLhNph0OS
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。
Jascha Samadi@JaschaSamadi · 2026/04/20赛道影响@web3_pastel @tradexyz @Markets_xyz @Kinetiq_xyz kHYPE: 17.5%; kmHYPE: 6.97%; staked HYPE (native) 24.46%. This is a snapshot from 2 weeks 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。
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