Emile Dubie@goitbykojiro · 2026/08/26赛道影响looking forward to @rwasummit next week. if you’re around and want to meet in person, feel free to DM me.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Emile Dubie@goitbykojiro · 2026/08/26观点输出RT @junkbondinvest: PIMCO’s shadow default rate counts 5 events:
- missed payments
- non-accruals
- post-origination cash-to-PIK
- materi…
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。
Emile Dubie@goitbykojiro · 2026/08/26观点输出RT @DeFi_Made_Here: Vault curation is a meme because there is no curation - there is only capital allocation and deallocation.
Every curat…
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。
Emile Dubie@goitbykojiro · 2026/08/26观点输出@MonacoGTM zero shame on the logo uh; you just copy pasted it.
@Ctrl_Wallet
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。
Emile Dubie@goitbykojiro · 2026/08/25观点输出RT @litcapital: LeBorrow
LeBond
LeLoanToValue
LeBB+Rated
LeDebtor
LeBalloonPayment
LeBespokeArrangement
Le2008
LePrivateCredit
LeBubble
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。
Emile Dubie@goitbykojiro · 2026/08/25赛道影响same day exits against tokenised fund shares are becoming common, and a few projects have done a great job raising backstop liquidity for them.
but in most designs, the fund’s settlement cycle hasn’t changed at all. someone advances cash against future redemption proceeds and carries the gap.
that’s financing, not faster settlement.
@tenkafinance runs a liquidity layer too, with haircuts and capacity limits.
we don’t treat liquidity as a redemption guarantee. we treat it as a market and this is what makes that liquidity layer infinitely more scalable.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Emile Dubie@goitbykojiro · 2026/08/24赛道影响@jai_prasad17 always has been. London never stopped to be S-tier.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Emile Dubie@goitbykojiro · 2026/08/24赛道影响exit a private credit fund via a quarterly tender and you commit to sell at a price that doesn’t exist yet, then wait to get paid. you fund the gap. @tenkafinance lets you transfer that gap to someone willing to fund it at an explicit price.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Emile Dubie@goitbykojiro · 2026/08/24赛道影响private credit liquidity can’t be solved by importing the same mechanisms used for other assets. liquidity isn’t agnostic, it’s opinionated. when the underlying is complex, the infra facilitating that liquidity has to be tailored to the asset itself.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Emile Dubie@goitbykojiro · 2026/08/23观点输出@yimbyall Charleston is S tier
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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