Vance Spencer@pythianism · 2026/08/26观点输出@nic_carter Lost you at the biotech part
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。
Vance Spencer@pythianism · 2026/08/26观点输出RT @JohnHCochrane: A simpler theory of buybacks. Treasury thinks inflation will decline, economy will boom, and interest rates will decline…
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。
Vance Spencer@pythianism · 2026/08/25观点输出True
Hyperliquid
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。
Vance Spencer@pythianism · 2026/08/25观点输出We've actually come full circle and then some
The labs are going to cure cancer now
Tide goes out and all this is in dustbin of memes past
And then we get new memes in a few years
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。
Vance Spencer@pythianism · 2026/08/25赛道影响RT @lookonchain: At one point, Machi(@machibigbrother) was liquidated until he had less than $60K left in his account.
Now, his account ba…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Vance Spencer@pythianism · 2026/08/25政策影响RT @greg_ip: Remarkable criticism of Treasury Sec Scott Bessent by his former boss, Stan Druckenmiller, esp this: "Once markets believe Tr…
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。
Vance Spencer@pythianism · 2026/08/24观点输出Before the retarted vibecode founders
Before the corgi cafes
Before they tried to renovate the Safeway
Before the lightcone, the LLMs, the bottlenecks
Before all of the vagueposting
There was crypto
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。
Vance Spencer@pythianism · 2026/08/23赛道影响Not enough people are prepared for if the TAM of AI turns out to be more SaaS-like/we do not get beamed directly into the light cone in Q4
In the case of a failed productivity boom the clown world hypothesis will return
The search for digital money that is not debt continues
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Vance Spencer@pythianism · 2026/08/21观点输出Good morning https://t.co/ggdW9ElKZp
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。
Vance Spencer@pythianism · 2026/08/20观点输出RT @Plasma: Platinum physical cards are here. https://t.co/mC9QhgG8fw
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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