Erick Zhang@ErickNomad · 2026/07/20赛道影响@smyyguy @TrustlessState Well said. Every discretionary policy gets honored right up until it doesn't. We've watched this movie for a decade.
If the industry's answer to "what do I own" is "management's continued goodwill," we spent 15 years building blockchain infrastructure to replace exactly that.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Erick Zhang@ErickNomad · 2025/12/18观点输出Vaults are powerful. Anyone anywhere in the world can easily deposit into investment strategies developed by top asset managers and earn competitive yields without intermediaries, forex, or clunky procedures—in the simplest, non-custodial way, impossible in TradFi. Vaults are far superior investment vehicles compared to TradFi asset management. To a great extent, their benefits resemble those of ICOs versus IPOs.
Additionally, competitive yield products are much needed in a slow market, where trading and speculation opportunities are fewer. Hence, we introduce vaults on Buidlpad at this perfect timing. The first phase has a small cap of only $20M, but the yield is very competitive—8% fixed APY, powered by @native_fi.
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。
Erick Zhang@ErickNomad · 2025/12/18观点输出@nextfckingthing By another Hyperliquid, I assume you mean more projects with PMF and actual revenue, leading to more high-quality assets on trading venues like Hyperliquid. Having more fundamentally sound assets is more imperative than another trading platform specifically.
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。
Erick Zhang@ErickNomad · 2025/12/13政策影响The team made two mistakes in a row by ignoring common sense and jumping between extremes.
First, pricing the ICO at $1 billion under these market conditions created bad optics and guaranteed community backlash. How much profit could users make from a $1 billion ICO?
Second, pivoting to airdrops went to the opposite extreme. Users lack skin in the game if they don't pay, so they will dump immediately. This is why fewer projects are doing airdrops. Actually, airdrops may phase out completely soon.
ICOs are a better token distribution method. What didn't make sense was the inflated valuation, not the ICO itself.
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。
Erick Zhang@ErickNomad · 2025/12/10赛道影响Make ICOs great again!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Erick Zhang@ErickNomad · 2025/12/05观点输出@LeotheHorseman 可以理解。乌合之众过度强调No VC的绝对性和政治正确，忽略现实复杂性。更多的是给自己找一个投资的道德背书，提供心理缓冲。
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。
Erick Zhang@ErickNomad · 2025/11/27观点输出@nina_rong Congrats 🎉
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。
Erick Zhang@ErickNomad · 2025/11/23观点输出@thecryptoskanda @_FORAB 官网显示80多个国家可以参与。主因还是估值虚高，后续没有上涨空间。 https://t.co/g9KDqLbkB6
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。
Erick Zhang@ErickNomad · 2025/11/18观点输出RT @Yogita_Khatri5: 🎉 Edition 39 of my newsletter, The Funding, is live!
Many thanks to @scottshapiro, @Skeeeeto, @matty_, @ErickNomad, @…
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。
Erick Zhang@ErickNomad · 2025/11/09赛道影响@Athenaweb33 跟候选人说，在家炒币真的会饿死
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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