Kyle Cai@0xkyle__ · 2026/05/05观点输出abit late but congratulations $ZM holders
gg @Taran https://t.co/u7xvUE4b50
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。
Kyle Cai@0xkyle__ · 2026/05/05观点输出@sjdedic @FlyRyde @InEphTee @belizardd @amanbehumble @xiaomingishere @MINHxDYNASTY @dcfgod @Bluntz_Capital @EricCryptoman @pikadotfun Warren Buffett looks for three things in a person: Intelligence, energy, and integrity
I honestly believe @TuomHolmberg has all 3
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。
Kyle Cai@0xkyle__ · 2026/05/05观点输出@hlfan69 im retarded it's supposed to be do you wanna make money or do you want to be right lol
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。
Kyle Cai@0xkyle__ · 2026/05/05观点输出@MapleLeafCap LOOOOL
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。
Kyle Cai@0xkyle__ · 2026/05/05观点输出@MapleLeafCap cant believe u didnt include your own pitched idea 😭😭😭
https://t.co/Ws4jF2uQh7
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。
Kyle Cai@0xkyle__ · 2026/05/05观点输出everyone knows how cards is doing but no one notices the +30% gap on CRCL
send it all man, send it all https://t.co/VRRj2a9O7x
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。
Kyle Cai@0xkyle__ · 2026/05/05观点输出@smyyguy @0xSharples @zkayAPE goat
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。
Kyle Cai@0xkyle__ · 2026/05/04观点输出this seems kinda huge idk? lol
40m users
i couldnt find anything on the blockworks dashboard on # of users but found that total packs opened all time = ~4mm
10% of these users open 1 pack = revenue 2xes
nice.
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。
Kyle Cai@0xkyle__ · 2026/05/04赛道影响@marcuppe white collar sees job layoff -> go throw into stock market -> they eventually get laid off -> no income -> become day traders is one outcome
yea its not infinite money they throw into markets, but the idea is there
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Kyle Cai@0xkyle__ · 2026/05/04观点输出h/t to @arthur0x for the thoughts
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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