Tarun Chitra@tarunchitra · 2026/08/26赛道影响OH: “Nothing feels more like vaporware 2017 L1s than this Instinct round. You have @NousResearch doing 3-4T tokens / day vs. a text app whose only users are non-revenue generating VCs competing to fellate each other”
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。
Tarun Chitra@tarunchitra · 2026/08/26观点输出RT @hosseeb: Oh wow...
@novita_labs caught in 4K? 🫢 https://t.co/38VmtOXt3n
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。
Tarun Chitra@tarunchitra · 2026/08/25观点输出Some people are already pricing assuming this
https://t.co/4AbOhOy7e3
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。
Tarun Chitra@tarunchitra · 2026/08/25观点输出https://t.co/GPTmovoaYq
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。
Tarun Chitra@tarunchitra · 2026/08/25观点输出RT @jayhinz: one cannot be anti-datacenter and pro-hamburger
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。
Tarun Chitra@tarunchitra · 2026/08/25观点输出OH: “DeFi is so socially dead that competitors aren’t even showing up out of the woodwork to dunk on exploits or oracle manipulation. October 10 was really a funeral”
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。
Tarun Chitra@tarunchitra · 2026/08/25观点输出DESRES™️ inside is the new Intel Inside
(Although maybe DESRES Alumni Inside is a bit more correct…)
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。
Tarun Chitra@tarunchitra · 2026/08/25观点输出Illiteracy at the level of standard comms seems relatively ok (social media already did that)
The many order of magnitude jump to illiteracy when interpreting the Hopf Conjecture is a lot more scary to me
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。
Tarun Chitra@tarunchitra · 2026/08/25政策影响RT @stablecoin_p: Probably nothing https://t.co/xr3Ah2yrJJ
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。
Tarun Chitra@tarunchitra · 2026/08/25观点输出It is very hard to look at this chart and simultaneously think that the $200b shrimp welfare slush fund will survive
Closed labs that don’t compete in the worldwide market are little more than planned economies https://t.co/XQRhHTBoF6
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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