Paul Veradittakit@veradittakit · 2026/08/17赛道影响RT @PanteraCapital: “AI Agents will choose the fastest, cheapest, most frictionless rails."
@cosmo_jiang sat down with @CoinDesk this morn…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Paul Veradittakit@veradittakit · 2026/08/11赛道影响RT @randhindi: Im happy to share that @Revolut has listed $ZAMA, enabling their 70m users to trade it within the main Revolut app and on Re…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Paul Veradittakit@veradittakit · 2026/08/11观点输出RT @b3labs: Introducing B3IQ.
A new model to own, run and monetize compute.
Already being used by faculty, researchers, and student teams…
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。
Paul Veradittakit@veradittakit · 2026/08/08观点输出RT @0xcarlosg: Yesterday, @fomo generated a record $588K in net revenue.
For the annualizoors, that’s a $215M annualized run rate, already…
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。
Paul Veradittakit@veradittakit · 2026/08/08观点输出RT @j__fort: This is silly.
If you want $100 on the Knicks to win it all and @DraftKings offers $1,200 while someone on an open exchange…
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。
Paul Veradittakit@veradittakit · 2026/08/07观点输出RT @j__fort: $18M on Day 1. Just Sports. https://t.co/vwO9tqc9Zh
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。
Paul Veradittakit@veradittakit · 2026/08/04政策影响@Novig just flipped the switch: nationwide, federally regulated, CFTC-designated. @PanteraCapital
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。
Paul Veradittakit@veradittakit · 2026/08/03赛道影响RT @PanteraCapital: The S&P Pantera Digital Asset Index outperformed broad blockchain-ecosystem benchmarks when backtested.
We built it wi…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Paul Veradittakit@veradittakit · 2026/07/29观点输出RT @avantisfi: https://t.co/AhabmnBODo
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。
Paul Veradittakit@veradittakit · 2026/07/23政策影响Every founder asks the wrong question first. They ask whether this is the right market.
The better question is are you uniquely built to win the market you chose?
Markets change. Products change. Regulations change. Founder-market fit is the one thing that compounds through all of it, and the only thing that keeps compounding when price doesn't.
The developers leaving crypto are the ones who arrived for the last bull market. The builders who have been here two years or longer just hit an all-time high, and the operators walking in now are coming from Goldman, Citadel, Stripe, Block, and much more.
We have never seen this much founder-market fit in any cycle. Here is a new piece on the four things we underwrite, and why a winter is the best time to back them.
@Alchemy @arbitrum @circle @Morpho @Ondo
https://t.co/ApYJo1ZGrj
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。
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