Michael Si

Michael Si@Mikesi30 · 14 天前观点输出

Arcus and robinhood szn. Top 15 perp dex currently while in private beta - still very early. https://t.co/BSHpZGbE5B

132322.2K

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。

Michael Si@Mikesi30 · 16 天前观点输出

@theunipcs The best to do it brother 🔥

204606

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。

Michael Si@Mikesi30 · 16 天前政策影响

Wrote about Robinhood Chain active addresses being up 382% in 30 days, with stablecoin supply + TVL also increasing. Onchain is hot atm. Main cat got listed on RH app and is breaking out. Main dog next? Pipe it up accordingly

18176615.8K

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。

Michael Si@Mikesi30 · 16 天前观点输出

@Skylinee @CryptoWizardd @Langerius @theunipcs Appreciate you bro!

202741

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。

Michael Si@Mikesi30 · 16 天前观点输出

TRUMP put in a 160% candle in August and broke its downtrend - some mix of Trump-related headlines, midterms approaching, and people betting on a bottomed out chart. I think WLFI could be a beta here and hasn't run yet https://t.co/9kCNhR9jAO

29147215.2K

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。

Michael Si@Mikesi30 · 17 天前政策影响

Robinhood crossed $1B TVL in ~7 weeks. 9.6M active addresses, up 382% in 30 days ~ 3x Base. DEX volume up 18% while Ethereum, Solana, Base, and Polygon were all down double digits. But what is interesting is that tokenized RWAs were the original pitch on Robinhood, but stablecoins are still ~5x the RWAs on-chain, $714M vs $135M. RWAs are climbing quickly though. Probably fine long term since you need the liquidity first, but the RWA story here is being carried by the plumbing.

1813696.6K

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。

Michael Si@Mikesi30 · 17 天前观点输出

@Anbessa100 crushed it!

101127

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。

Michael Si@Mikesi30 · 18 天前观点输出

@pipedog_ 👀

00079

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。

Michael Si@Mikesi30 · 21 天前政策影响

Hit a new ATH in my @arcus_xyz wallet - positioned early in longs as shared in my previous post. Lots of positive headlines today, including Trump announcing that the CFTC is working on bringing Hyperliquid to the US. Bullish for perp DEXes in general. I’ve been trading primarily on Arcus throughout the private beta and will continue sharing my experience + feedback as the platform develops. Join here if you would like early access: https://t.co/cKl04dHDVZ

282210113.1K

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。

Michael Si@Mikesi30 · 21 天前赛道影响

Posted about @ProprXYZ back in June when they did $800k in < 2 months. Now they're at $2M+ with a ~$8M run rate. $612k has gone out to funded traders so far with median payout time < 3mins. Funded and active traders are also growing, with 5M+ capital under management. All numbers are publicly available on their transparency dashboard. https://t.co/O9fFzQySUO

818506.8K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。