Tom Schmidt@tomhschmidt · 2026/08/27赛道影响RT @EthenaFndtn: We are excited to announce four updates regarding the Ethena ecosystem, further details on each point are provided in the…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Tom Schmidt@tomhschmidt · 2026/08/23市场影响@based16z “yeah so I’m fat, bald, and my dick doesn’t work”
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。
Tom Schmidt@tomhschmidt · 2026/08/23观点输出@_esk_kse_ and ftr, china shock doesn't necessarily mean "peer or superior" technology. it also works with 差不多
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。
Tom Schmidt@tomhschmidt · 2026/08/23观点输出@_esk_kse_ people were saying this about opus 4.6 not but six months ago!
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。
Tom Schmidt@tomhschmidt · 2026/08/23观点输出@AnnicaBenning heed my warnings https://t.co/sqRScAcSnZ
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。
Tom Schmidt@tomhschmidt · 2026/08/23观点输出“well, congratulations, you got yourself china shocked! what’s the next step in your master plan?” https://t.co/sjy5lgQMqP
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。
Tom Schmidt@tomhschmidt · 2026/08/22观点输出@matthew_sigel many such cases
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。
Tom Schmidt@tomhschmidt · 2026/08/21赛道影响all of the pro data center people have the entirely wrong theory of mind for their opponents
“don’t they know that data centers contribute to local taxes?”
“what if we gave communities free claude code subs?”
“they‘ll want data centers when ai cures cancer!”
too rational. these people think data centers are going to drink all of their water, take their jobs, and kill them.
you need to lie and misdirect.
“data centers use 1 billion gallons of water!” no they don’t. they actually *produce* water. common misconception.
or
it’s not a data center. it’s a very large Raising Cane’s. everyone loves Raising Cane’s.
or
“data centers are increasing our electricity bill!” no that’s joe biden. data centers are toasted.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Tom Schmidt@tomhschmidt · 2026/08/21观点输出RT @will__price: $3 ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 appreciation post https://t.co/OkSTrj6oVJ
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。
Tom Schmidt@tomhschmidt · 2026/08/20赛道影响Is Hyperliquid marketing getting kind of strange to anyone else … ? https://t.co/Mul2lU58j2
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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