Zaheer Ebtikar@SplitCapital · 2026/03/28赛道影响This cannot be the end case at all and there’s so much to work towards but steps towards bringing the best of crypto together for a larger, non-crypto market is how we gain the trust of the public.
RWAs and tokenization is not going to get us there. Real DeFi adoption will.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Zaheer Ebtikar@SplitCapital · 2026/03/28观点输出People want the future of crypto in payments to look like some utopian world where bots are just coordinating payments and we’re living carefree but there’s an intermediary step where people accept crypto to begin with.
Plasma, Tether, Aave, Veda, Whop, made that happen.
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。
Zaheer Ebtikar@SplitCapital · 2026/03/24赛道影响In the not so distant future, big product releases by Anthropic, OpenAI, and other AI labs will be equivalent to Fed meetings.
The market’s anticipation of line by line tweet analysis and confidence in the voice of the founder will make its way through.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Zaheer Ebtikar@SplitCapital · 2026/03/24观点输出@zackvoell Everyone watching how their lives will change with each tweet
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。
Zaheer Ebtikar@SplitCapital · 2026/03/23观点输出The important take away is that every single new product or feature is only getting more complex but also being shipped faster.
Anyone paying attention is just concerned that their product will be shipped by Claude next week.
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。
Zaheer Ebtikar@SplitCapital · 2026/03/23赛道影响More importantly the world will need a very direct compute commodity forward / future / derivative.
The reality is that we're lever'd to the hilt on this anyway and we need a decent means to bet on this market to hedge existing risks and forward projections with energy shocks.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Zaheer Ebtikar@SplitCapital · 2026/03/22赛道影响If I missed you - please message me again, X search is just very very bad.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Zaheer Ebtikar@SplitCapital · 2026/03/22观点输出RT @cmsholdings: I think the biggest issue in financial markets today is the lack of honest marks for positions, vc and pe are industries e…
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。
Zaheer Ebtikar@SplitCapital · 2026/03/22观点输出RT @conorsen: I’m Hyperliquid-pilled now, just hope their X account never posts about the girlfriends of pro athletes.
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。
Zaheer Ebtikar@SplitCapital · 2026/03/22赛道影响There will be a near term future where Anthropic and OpenAI will start having energy trading desks.
Traders will be in demand in the singularity timeline.
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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