Nick Havryliak@nick_havryliak · 2026/06/13赛道影响More developers, startups, and entire countries will accelerate adoption of open-source AI and non-US alternatives.
You can’t stop diffusion of technology. You can only redirect it.
This may end up being one of the biggest gifts ever handed to open-source AI.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Nick Havryliak@nick_havryliak · 2026/06/11市场影响We’re entering a period of mega AI IPOs that could absorb a significant amount of market liquidity over the next few months.
My base scenario:
1. Successful AI IPOs attract massive capital, forcing investors to sell stocks, gold, and crypto to participate.
2. Initial enthusiasm drives valuations higher, but as lockups expire and supply increases beyond the initial float, many of these companies struggle to justify their valuations.
3. The correction begins, and capital rotates back into discounted assets:
- Stocks, ideally after a 20–50% repricing.
- Gold, as a safe haven and hedge against fiscal instability and declining US dominance.
- Bitcoin, as a geopolitical hedge with significantly higher upside potential.
Whether this plays out or not, it is worth having a clear view and an action plan—not just for the next 3–6 months, but for the next 3 years.
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。
Nick Havryliak@nick_havryliak · 2026/06/11赛道影响Open-source AI dominated by Chinese models is winning adoption globally, including in the US and EU.
Simple reason: cost, while quality is nearly the same for most tasks.
Users vote with their wallets.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Nick Havryliak@nick_havryliak · 2026/05/23赛道影响RT @Ferdi_XV: 1/
For a decade, Web3 and TradFi argued.
In 2026, they're sitting at the same table.
In 10 days, Jenny Johnson (CEO @FTDA_…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Nick Havryliak@nick_havryliak · 2026/05/23观点输出@Ferdi_XV @FTDA_US @adam3us @Blockstream @proofoftalk @XVentures_Fund Less is more! Love the way you are thinking and designing experience at POT👌
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。
Nick Havryliak@nick_havryliak · 2026/05/22观点输出@0xhaydon Yeah, this one is from Guangzhou.
I have visited both cities this time, more are scheduled for q3-4
This one is from Shenzhen, less neon) https://t.co/at0Pe4k2g0
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。
Nick Havryliak@nick_havryliak · 2026/05/21观点输出It shouldn’t be a choice between US/EU or China, but about building and operating across 2+ markets.
Last week in Shenzhen, I met John — one of our investors — who moved from the US to Singapore last year, and then to China just a month ago.
That’s the way to go. https://t.co/7xd37ysCMo
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。
Nick Havryliak@nick_havryliak · 2026/05/19观点输出@cyberfund Congrats on launch!
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。
Nick Havryliak@nick_havryliak · 2026/05/18观点输出Shenzhen Efoil World Cup 🏄♂️ https://t.co/xec5Av9tTe
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。
Nick Havryliak@nick_havryliak · 2026/05/16观点输出👀
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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