Mike Ippolito@MikeIppolito_ · 2026/08/27政策影响Put together a Regulation Crypto 101 Explainer.
What the SEC proposal says, what it means for crypto markets, and how we're making tokens great again 🫡 https://t.co/AUQuFKO7FD
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。
Mike Ippolito@MikeIppolito_ · 2026/08/25观点输出DAS Asia is going to be lit
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。
Mike Ippolito@MikeIppolito_ · 2026/08/25观点输出@Matt_Hougan incredible work
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。
Mike Ippolito@MikeIppolito_ · 2026/08/25赛道影响Blockworks just rolled out an INSANELY valuable tool.
Starting today, data and research customers can see which funds and institutions are viewing their content.
This is relevant because after the Messari acquisition, Blockworks reaches ~$2T in AUM.
Founders can see which charts or research pieces specific funds are viewing.
Use it to target funds during your next raise, hone your pitch, whatever.
Engagement attribution is the way.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Mike Ippolito@MikeIppolito_ · 2026/08/25赛道影响CEXes are making a convincing run at becoming financial super apps.
Interestingly for crypto, they are increasingly looking for growth OUTSIDE of tokens.
Precious metals and commodities were first, but almost every CEX is betting big on onchain equities.
Fascinating report by BWR, courtesy of @MVenturesLabs
https://t.co/AlB8VsMogd
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Mike Ippolito@MikeIppolito_ · 2026/08/25市场影响@MattFiebach @RobinhoodCrypto @base @3f_xyz coded
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。
Mike Ippolito@MikeIppolito_ · 2026/08/25观点输出Jake Paul is tweeting about a crypto app
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。
Mike Ippolito@MikeIppolito_ · 2026/08/25观点输出Ice cold from Druckenmiller.
He worked with Bessent for years, must have felt very strongly to express this view in such a public way. https://t.co/DonWDClsOl
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。
Mike Ippolito@MikeIppolito_ · 2026/08/24政策影响People in crypto fall into one of two camps.
The SoV money camp or the onchain business camp.
I see these two as being very tightly intertwined.
Financial businesses are tightly coupled to the underlying currency.
More assets coming onchain via stablecoins, or the more BTC/ETH/ SOL succeed, the more revenue is generated.
Just look at Robinhood Chain, where the trading pair against memes are RWAs.
It's not one or the other, they are symbiotic.
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。
Mike Ippolito@MikeIppolito_ · 2026/08/24观点输出Link: https://t.co/1hyUNRummN
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。
评论
暂无评论