Roshun Patel

Roshun Patel@roshunpatel · 4 天前观点输出

@kelxyz_ @0xKNL__ can’t see og post

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。

Roshun Patel@roshunpatel · 2026/06/12赛道影响

spacex day tomorrow in recent days feel like i’m seeing downstream pockets of the most random demand getting filled on size as elon once said, "the most entertaining outcome is the most likely” and I agree, it would be kinda funny if the print tested late buyer resolve

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Roshun Patel@roshunpatel · 2026/06/09赛道影响

Very excited about this team and product! disclaimer: I invested in Minerva's pre-seed round

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Roshun Patel@roshunpatel · 2026/06/08观点输出

Wonder if Zohran is silent on these prices cause he's finally understanding how supply and demand works #lgk https://t.co/0HoI9e0deF

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。

Roshun Patel@roshunpatel · 2026/06/08观点输出

eloquently articulated, exciting stuff! congrats @intern @Rewkang https://t.co/xFS7VabBjt

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。

Roshun Patel@roshunpatel · 2026/05/24赛道影响

@0xshei sure there’s legal and compliance but it doesn’t scale linearly with size / anywhere close to burn fees at scale “just smooth on/off ramp” is entirely up to the issuers, at the end of the chain it has to go somewhere. my point is exit tax hurts adoption

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Roshun Patel@roshunpatel · 2026/05/24赛道影响

- relatively weak on-chain stable opps relative to real world (defi lending markets < fed funds, stocks moving like ETH in 2017) - issuers sensitive of warfare ie competitors swapping into and freely burning your own stable - issuers under pressure from shareholders for alt rev outside pure durationless yield all led us here, and results in risking pace of adoption, since again fungibility is clinical to inject in the workflows of today. The hypothetical future where everything runs on stables would arrive organically with fungibility, not forced via exit taxes at scale

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Roshun Patel@roshunpatel · 2026/05/23观点输出

@amprsnd1 sympathize with the sentiment but not practically how the world works

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。

Roshun Patel@roshunpatel · 2026/05/23观点输出

sending $100M wire costs $0-15 sending $100M of the largest stables costs $30-100k (unless your recipient keeps it in stables) for true stable adoption, fungibility with dollars &gt;&gt;&gt; exit fees from leaving ecosystem it’s simple logic

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。

Roshun Patel@roshunpatel · 2026/05/23赛道影响

@TheRealDanSaedi ~7% of SpaceX owned by Google ~30% of Anthropic and OpenAI owned by S&amp;P500 so they may just not realize it

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。