Omar Kanji@TheOneandOmsy · 2026/08/25观点输出@AustinBarack @ryanconnor @RelayerCapital @RockawayX Awesome stuff! Congrats Austin - pumped for you
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。
Omar Kanji@TheOneandOmsy · 2026/08/22观点输出@Jason Lmao
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。
Omar Kanji@TheOneandOmsy · 2026/08/22市场影响RT @based16z: ROOF THE COINS
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。
Omar Kanji@TheOneandOmsy · 2026/08/17赛道影响@jay_drainjr banger
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Omar Kanji@TheOneandOmsy · 2026/08/04赛道影响@jayendra_jog Hood growth been v impressive, but to be fair Coin had ~8m MTU vs Robinhood at ~14m (both majority US revs) and their PM product launched after so not pure apples : apples comp imo at this stage
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Omar Kanji@TheOneandOmsy · 2026/08/04市场影响Underappreciated, but Coinbase $COIN has also spun their new prediction market business to ~$100m of run-rate revenue as of Q2 (up 2x q/q in both rev & contracts)
> Scale is material as their PM business should quickly flip their inst. trading biz (did $100m of net rev in Q2) https://t.co/AS0J49rWhU
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。
Omar Kanji@TheOneandOmsy · 2026/08/04观点输出@richhomiecon @EV3ventures @Proof_Coverage LFG
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。
Omar Kanji@TheOneandOmsy · 2026/08/04政策影响RT @raincards: Western Union's Stablecard is live.
Remittances can now arrive as stablecoins and be spent instantly anywhere Visa is accep…
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。
Omar Kanji@TheOneandOmsy · 2026/08/02观点输出@big_duca 🧐
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。
Omar Kanji@TheOneandOmsy · 2026/08/02政策影响Really a crypto bear market when the largest publicly listed crypto exchange $COIN drops *Trading Volume* as a reported key metric despite “Consumer Transaction Revenue” being their single largest revenue item
From their Q2 filing: “Beginning in the second quarter of 2026, we no longer include Trading Volume as a key metric.
As our business has evolved to support multiple asset classes, we believe the prior Trading Volume metric, which focused on spot crypto volume, no longer reflects the breadth of our business.
Additionally, we do not believe that a total trading volume metric would fully represent the business given the differences in economics across our diversified trading products.
We believe that metrics focused on users and assets are better operational indicators, as they measure the trust customers place in Coinbase and our ability to attract and retain users.”
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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