Sam Kazemian@samkazemian · 2026/07/09赛道影响RT @fraxfinance: Don’t miss this pod.
Full circle as @defidave, former host of the Flywheel podcast, sits down again with our founder and…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Kazemian@samkazemian · 2026/06/26赛道影响@TheOneandOmsy I'm sure a lot of crypto people would love to build on someone's blockchain that said that a year ago and STILL in your replies denies he's "building anything in crypto." /s
Bold strategy..
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Kazemian@samkazemian · 2026/06/22政策影响RT @fraxfinance: USDso is Live 🥳
@Somnia_Network is trusting Frax to power its native stablecoin USDso with frxUSD infrastructure.
Instit…
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。
Sam Kazemian@samkazemian · 2026/06/12政策影响RT @fraxfinance: We are proud to be recognized in the @FortuneMagazine Crypto 100 as the #5 stablecoin issuer.
Money is built on trust. Fr…
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。
Sam Kazemian@samkazemian · 2026/06/11赛道影响There’s Fortune500 for TradFi and now the inaugural Fortune100 companies for Crypto. Really awesome to see Frax among the most important household name brands in web3!
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Kazemian@samkazemian · 2026/06/09观点输出RT @therollupco: Sam Kazemian (@samkazemian): The @FraxFinance Bull Thesis for 2026 (New Revenue)
Timestamps
00:00 Genius Act Q1 2027
01:2…
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。
Sam Kazemian@samkazemian · 2026/06/09政策影响RT @ethconf: "The stablecoin supply will double from about $300 billion right now to $600 billion in the next 12 months."
@samkazemian of…
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。
Sam Kazemian@samkazemian · 2026/06/09赛道影响Crypto tokens that have strong cash flows aren't enough. Not all cash flows are the same & are not equally valuable. Only the tokens with the most AI-durable revenue sources will excel over the next 1-2 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。
Sam Kazemian@samkazemian · 2026/06/09赛道影响Out of all the agentic platforms being built, Theseus has the best tech for providing the qualities a sovereign agent actually needs to have. @ericwang1215 & @nico_vrgwn are cooking the most unique experiment in crypto-AI recently imo & excited to back them from the ground floor. 🤝
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Kazemian@samkazemian · 2026/06/09观点输出RT @therollupco: Sam Kazemian (@samkazemian) says @FraxFinance is one of the few DeFi tokens that will be priced like an asset with fundame…
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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