Benjamin Meyer@benmeyer154 · 2026/07/17赛道影响RT @GavinSBaker: Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positiv…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Benjamin Meyer@benmeyer154 · 2026/07/09政策影响JPMorgan got JERA live on JPY blockchain deposit accounts. Sony Bank just got conditional OCC approval for a US trust bank tied to dollar stablecoin issuance. The US-Japan digital asset corridor is no longer theoretical.
Full piece: https://t.co/vswcgaywLH https://t.co/6ixkGpbcn0
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。
Benjamin Meyer@benmeyer154 · 2026/06/25观点输出RT @KristinSmith: 1/ I’ve had a few conversations with people in the crypto community who are becoming worried about Clarity’s progress.
L…
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。
Benjamin Meyer@benmeyer154 · 2026/06/24观点输出RT @Nethermind: UBS and Nethermind have completed two joint proofs of concept showing that a public, permissionless network can support the…
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。
Benjamin Meyer@benmeyer154 · 2026/06/24政策影响The megadeals are not the whole story.
Some operators have secured power, credible customers and viable economics, but still do not fit traditional institutional underwriting templates.
The asset became infrastructure faster than the underwriting did.
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。
Benjamin Meyer@benmeyer154 · 2026/06/24赛道影响The next phase of AI infrastructure will not be won only by the operators with the best chips.
It will be won by those who can turn power, hardware and customer demand into cash flows that capital can underwrite.
Full analysis in The Meguro Brief:
https://t.co/oqMXHwpQko
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Benjamin Meyer@benmeyer154 · 2026/06/24观点输出GPU-backed credit just crossed into investment grade.
CoreWeave closed an $8.5B facility backed by HPC infrastructure and contracted customer cash flows.
IREN followed with $3.65B supporting its Microsoft contract.
The silicon is the collateral. The contract is the credit. https://t.co/OuSvGgyVjW
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。
Benjamin Meyer@benmeyer154 · 2026/06/23赛道影响@tbpn @qasar It's not "physical is bigger" vs. "white-collar is bigger" it's more white collar AI monetizes faster and cleaner. Physical AI is a larger but slower, more capital-intensive prize. Both can be true.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Benjamin Meyer@benmeyer154 · 2026/06/18赛道影响RT @milkroaddaily: Warsh was asked about the latest dot plot release, where 9 members signaled a rate hike by year end.
His response:
"I…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Benjamin Meyer@benmeyer154 · 2026/06/09观点输出@dunleavy89 No weekends, double the working hours, worrying about how you were gonna get whale oil and food on the table...
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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