Ray Hindi@Ray_L1D · 2026/07/28观点输出We’re big fans of the @preludexyz team at L1D. Realistically, one rarely discovers raw talent, and that team is it this cycle.
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。
Ray Hindi@Ray_L1D · 2026/07/26观点输出@HHorsley For portfolio construction sake, investors need to shift some of their time and attention to crypto
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。
Ray Hindi@Ray_L1D · 2026/07/24赛道影响RT @tushar_jain: https://t.co/Mn7nx5C8WH
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ray Hindi@Ray_L1D · 2026/07/24赛道影响As investors in Groma, we've seen the team heads down, building relentlessly for years because if you want Rentvesting to work, you need a very high quality REIT. GromaREIT is showing stellar performance with strong institutional backing. Rentvesting is novel and has massive scaling potential. Can't wait for it's public launch
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ray Hindi@Ray_L1D · 2026/07/24观点输出@ASvanevik Generally disclosing intentions would put our capital at risk. The day they actually decide to sell, they would be at a structural disadvantage. The valuation policy would also have to change, with positions in the portfolio marked at a discount to reflect that.
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。
Ray Hindi@Ray_L1D · 2026/07/23观点输出@AviFelman The March Covid crash took out several active trading funds, so congrats on surviving and thriving. That month altered our portfolio construction forever
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。
Ray Hindi@Ray_L1D · 2026/07/23观点输出@ASvanevik Wearing the LP hat, we would classify such action as a breach of fiduciary duty
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。
Ray Hindi@Ray_L1D · 2026/07/23赛道影响RT @KyleSamani: A giant step forward for confidentiality on-chain
Soon, we will be able to have all of DeFi confidential on permissionless…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ray Hindi@Ray_L1D · 2026/07/23赛道影响RT @tushar_jain: We look forward to using $Zama confidential RFQs and believe this product will be a fundamental part of the future of DeFi…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ray Hindi@Ray_L1D · 2026/07/23观点输出Why Clarity should be voted in.
So much respect for Greg.
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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