Scott Dykstra

Scott Dykstra@chiefbuidl · 11 天前观点输出

"...verifiable, human-auditable output"

113359

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。

Scott Dykstra@chiefbuidl · 12 天前观点输出

@alexgolding_ *>8% return per year after paying ltcg

001144

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。

Scott Dykstra@chiefbuidl · 12 天前赛道影响

super straightforward a highly conservative trader or S&P500 buyer should earn >8% per year on avg absolute worst case (any other numbers are old and out of date, and most believe avg return will actually increase with inflation) So... if you have 25x your annual spend in savings and then you convert that into S&P500 smoothly over the course of a few years, only buying dips or selling cash-covered puts etc Then you'd earn 2x your annual spend per year in the market, allowing you to pay your taxes and put a bit of money (0.5x your annual spend) back in your account ... in order to slightly beat inflation so you can trade bigger the next year

102451

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Scott Dykstra@chiefbuidl · 12 天前观点输出

@0x_Osprey This pic is actually so gas ⛽️

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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。

Scott Dykstra@chiefbuidl · 12 天前观点输出

@Rabay_Hasan 💀 we're so back

000256

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。

Scott Dykstra@chiefbuidl · 12 天前观点输出

@catdaly 💀💀💀

100225

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。

Scott Dykstra@chiefbuidl · 13 天前观点输出

any app with a comprehensive API (Interactive Brokers, Reddit, etc) or that exposes smart contract public functions (Hyperliquid, Morpho, etc) is now in peril of a dude with claude code building a better consumer UI for it

004869

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。

Scott Dykstra@chiefbuidl · 13 天前市场影响

We're helping vaults graduate from one-size-fits-all DeFi products into institutional credit infrastructure. Institutions won’t move hundreds of millions into onchain lending vaults just because the displayed APY looks attractive. And when they deploy their own vaults, they need add data-driven business rules into their smart contracts. Imagine a vault that accepts USDC from institutional investors and lends it to approved businesses. Its rules might require: • KYB-approved borrowers • A 10% maximum exposure to any borrower • Limits by industry, geography and maturity • Minimum collateral or covenant coverage • No new draws after a delinquency or covenant breach • Independently calculated NAV, yield and loss reserves The problem is that most of this underwriting still happens in spreadsheets, private databases and centralized APIs controlled by the curator, administrator or credit manager. The blockchain sees the final allocation but not necessarily the data and calculations used to approve it. @spaceandtime (SXT) turns that risk layer into database queries that our verified on Ethereum using special ZK-proofs. Space and Time's nodes run queries that calculate borrower eligibility, borrowing bases, concentration limits, portfolio exposure and covenant compliance, then generate a Proof of SQL. The vault contract can verify that proof onchain before releasing capital, increasing a credit line, rebalancing the portfolio or pausing new lending. Space and Time doesn’t replace KYB, legal agreements or human credit judgment. It proves that the approved data wasn’t altered and that the institution’s mandate was executed exactly as written.

14241.1K

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。

Scott Dykstra@chiefbuidl · 15 天前观点输出

@Polymarket https://t.co/P8Zb6KrDl7

102180

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。

Scott Dykstra@chiefbuidl · 15 天前观点输出

the ChatGPT moment for humanoids will be a real fight, minutes long, impossible to fake, gasps in the audience

000787

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。