Lasse Clausen

Lasse Clausen@lalleclausen · 3 天前政策影响

RT @1kxnetwork: Onchain fees fell 33% in Q2, year over year. Value returned to token holders barely moved. That second number is the more…

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。

Lasse Clausen@lalleclausen · 25 天前赛道影响

RT @1kxnetwork: The vintages raised when consensus is weakest are usually the ones that outperform, and that is how this moment reads to us…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Lasse Clausen@lalleclausen · 2026/06/25政策影响

David's piece is what Cost of Trust 2.0 looks like applied to global capital markets. The same pattern keeps showing up: the layer that ends up owned long-term is the one neither a competitor nor a regulator can rebuild against you. For capital markets, that means compliance, data, and issuance infrastructure.

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。

Lasse Clausen@lalleclausen · 2026/06/23赛道影响

OpenClaw deleted 200+ emails from a Meta researcher’s inbox after she explicitly told it to confirm first. She had to force-kill every process on the host to stop it. Read @_weidai’s new piece on agent enforcement. Cost of Trust 2.0, agentic chapter.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Lasse Clausen@lalleclausen · 2026/06/18观点输出

RT @1kxnetwork: Only 35 cents of every advertising dollar reaches a real human. @pet3rpan_ on where the cost of trust gets repriced next.…

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。

Lasse Clausen@lalleclausen · 2026/06/18观点输出

For anyone who read the original Cost of Trust thesis: this is the conversation behind how and why our thinking has since shifted. The repricings have not landed where I would have predicted back in 2018. Read the full 2026 thesis here: https://t.co/Eewzd9IRmj

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。

Lasse Clausen@lalleclausen · 2026/06/16政策影响

The trade finance category is where Cost of Trust 2.0 lands hardest. $2.5T access gap, 340bps in correspondent rent, and the regulatory shift nobody is pricing correctly. Worth reading Nich’s thesis on this.

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。

Lasse Clausen@lalleclausen · 2026/06/15政策影响

Easiest 30 seconds of diligence we ever did.

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。

Lasse Clausen@lalleclausen · 2026/06/15观点输出

Custody costs going to zero is the boring part of this thesis. It's also the part allocators understand instantly.

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。

Lasse Clausen@lalleclausen · 2026/06/11赛道影响

I think Wei is right to focus on this failure mode. The more useful an AI agent becomes, the more context and permissions it usually needs. But once it can read sensitive data, take in outside inputs, and act across systems, trust becomes the bottleneck. That's the hard part of enterprise AI: not just making agents capable, but knowing where they can be safely deployed. Wei has been sharp on this question, and it is one of the reasons we wrote Cost of Trust 2.0. Read the full @1kx thesis: https://t.co/wenpjEA0To

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。