Ash Egan@Ashegan · 2026/08/14观点输出Take a step back and let your anxieties wash away
5 minutes of doing nothing is the best pregame to reaching hours of flow state https://t.co/BgHDIdDICQ
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。
Ash Egan@Ashegan · 2026/07/30观点输出@lmrankhan @DangerWillRobin Great 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。
Ash Egan@Ashegan · 2026/07/23赛道影响Robinhood Chain was intended to be the tokenized stock chain.
Two weeks in: $3B+ in weekly volume, and stocks are ~4% of it! Memecoins stole the show.
The lesson isn't "memes win." It's that distribution decides what wins — you don't get to pick.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Ash Egan@Ashegan · 2026/07/23市场影响The end game for "Internet money" was never about turning humans into click farms. Agents paying agents is where we're headed and recent data proves just that:
169M agent transactions on Base, 95% of transactions are $1+
machines together strong
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。
Ash Egan@Ashegan · 2026/07/16观点输出Noise in the market is gone
Build dope products that ppl want
Don’t check prices until you have your own view of ideal token value accrual
Be relentless, embrace the reality that crypto never going back to 2017/2021 era, but know that the winners in coming yrs will produce trillions in ev and market cap
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。
Ash Egan@Ashegan · 2026/07/15赛道影响Looking back, it was exhilarating seeing celebs change their pfp’s to 6 fig+ nft’s
V2 of this is likely the rise of a new celebrity: onchain, pseudonymous, ai enabled, smarter / faster / engaged and more memeable than any single celebrity can be
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Ash Egan@Ashegan · 2026/07/02观点输出Bitcoin Suisse just moved the entirety of their staked eth (600k eth!!!) to Obol distributed validators
wow
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。
Ash Egan@Ashegan · 2026/07/02市场影响@LoganJastremski DAUs need to go up
Base helped so did Hyperliquid
Robinhood is gonna shoot steroids in onchain activity
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。
Ash Egan@Ashegan · 2026/07/02赛道影响@LoganJastremski Distribution of onchain superpowers now accessible to the kings of iOS prod
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Ash Egan@Ashegan · 2026/07/01赛道影响Cool to see the portfolio’s wide and deep coverage that will power Robinhood Chain
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
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