Kyle McCollom@kyle · 2026/08/27市场影响@aerostrategyfi @base good chart
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。
Kyle McCollom@kyle · 2026/08/27市场影响RT @aerostrategyfi: our new favorite metrics dashboard by @kyle
the @base dominance narrative has begun https://t.co/uKOFUWkvmM
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。
Kyle McCollom@kyle · 2026/08/27观点输出jokes jokes but…
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。
Kyle McCollom@kyle · 2026/08/27观点输出https://t.co/1JwRmCRYep
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。
Kyle McCollom@kyle · 2026/08/27市场影响@iruletrenches @coinbase @base It likely does yes. But with COINc.
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。
Kyle McCollom@kyle · 2026/08/27赛道影响10k followers now on @fomo.
As CEXs let users trade any onchain token, the number of assets onchain explodes, and trading apps shift to social trading to solve the resulting discovery problem, we’ll see an explosion in the number of “trader creators”.
There will be a lot to figure out here around cultural norms:
- Who to trust.
- If a creator is too popular to follow now because of the volatility aftermath of copytrades.
- When and how to buy (being more thoughtful about what you enter, one full clip so you don’t get frontrun on subsequent buys by copytraders).
- When and how to sell (lots of small sells on the way up to signal you sell?).
- Good traders running it up on an anon account and DOXing later to prove they are good without their rep.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Kyle McCollom@kyle · 2026/08/27观点输出As CEXs add DEX trading and as social trading becomes more popular, people will start to focus more and more on what top traders buy and sell vs CEX listings and delistings.
See the “Frank listing” / “Frank delisting” terminology that people are starting to use.
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。
Kyle McCollom@kyle · 2026/08/27观点输出@cryptogle Then they’ll add a Binance Alpha equivalent. https://t.co/7gjy59YYII
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。
Kyle McCollom@kyle · 2026/08/27赛道影响@cryptogle Invert it. CEXs need to add DEX trading to remain relevant. https://t.co/pyzyf13HTP
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Kyle McCollom@kyle · 2026/08/27观点输出@game_for_one Gotta be a goldfish. https://t.co/4yLqXsvCsZ
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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