Lewis Harland

Lewis Harland@_LewisHarland_ · 15 天前赛道影响

RT @Re7Capital: New episode of @1000xPod is out — @AviFelman sits down with our founder @evgeny_re7 on the real AI risk to DeFi, and why 99…

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Lewis Harland@_LewisHarland_ · 2026/08/07赛道影响

Cash revenue net of cash value back to users is the better chart to use. In a highly competitive market, the idea is likely to funnel capital into the vaults, borrow, and staking where the protocol actually earns. Negative card net revenue could be the acquisition cost but sustainability questions naturally arise.

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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。

Lewis Harland@_LewisHarland_ · 2026/08/05赛道影响

Silencio check: ~540M tokens emitted monthly, burns offsetting only ~4% of that. Emission/burn ratio has widened from 21x to 27x since mid-2025 — burn mechanism isn't scaling alongside hours recorded. Meanwhile total burns since launch = ~$270k. The project needs to find a way of sustainable input with breadth to support longer term deals to make the case of a net earnings story. Seven figure volume prospect is small fry through this lens.

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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。

Lewis Harland@_LewisHarland_ · 2026/08/04赛道影响

I'll take the other side. Markets are likely not irrational. Equity 'intended' token projects will continue to trade at what seems like a equity model discount until the Clarity Act passes. Specifically for @Collector_Crypt - most available FCF is needed to build card inventory to fuel the flywheel to larger scales. This can be at odds with EPS/burn rate. Through this more honest lens, actual 'earnings' are much lower. Their reasonable 'floor' is their inventory value which is ~$13 - 14m under their umbrella. So their valuation is essentially the current inventory value plus the discounted value of future growth in that inventory and its monetisation.

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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。

Lewis Harland@_LewisHarland_ · 2026/07/29观点输出

The lending wedge is right. The thing to watch is the spread. https://t.co/4wuQSaW2JE Cash net revenue ramped hard, then went negative recently as cashback outpaced revenue from product. Neobanks live or die on whether that inverts back -in an increasingly competitive market. https://t.co/4HIET2SCSC

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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。

Lewis Harland@_LewisHarland_ · 2026/07/21观点输出

~$70-73k area will likely be the next major test for $BTC given confluence of: wedge resistance, deMarks, the 200d - where investors rotate to being long gamma. https://t.co/Vu88pOktAs

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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。

Lewis Harland@_LewisHarland_ · 2026/07/15赛道影响

Cash held by US banks at the Federal Reserve has spent the past three years trending lower but now testing that trend. Now liquidity is beginning to rebuild across the financial system which is a structural tailwind for risk assets broadly. https://t.co/WNgoScR7fh

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Lewis Harland@_LewisHarland_ · 2026/07/06观点输出

RT @Re7Capital: https://t.co/riicYmTXiA

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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。

Lewis Harland@_LewisHarland_ · 2026/07/03观点输出

Use open source models https://t.co/PG9XgQxJu3

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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。

Lewis Harland@_LewisHarland_ · 2026/07/02赛道影响

RT @Re7Labs: Vaults and Tokenised Funds: A Working Pairing. Vaults are emerging as an important distribution channel for tokenised funds,…

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。