Richard Yuen

Richard Yuen@Richard__Yuen · 22 天前观点输出

RT @_jamico: How to get 10x leverage on private credit 1. You go to JP Morgan and tell them you have $100 of shares in a non-traded privat…

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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。

Richard Yuen@Richard__Yuen · 2026/08/05观点输出

RT @StaniKulechov: Unfortunately this proposal doesn't achieve the outcome it tries to achieve and is actually hurtful for Ethereum. It ca…

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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。

Richard Yuen@Richard__Yuen · 2026/07/09观点输出

RT @LorenzoARK: Why USDT and USDC are Harder to Kill than Crypto Twitter Thinks: My last Thoughts on Open USD The launch of OUSD has taken…

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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。

Richard Yuen@Richard__Yuen · 2026/06/30观点输出

RT @Cointelegraph: 🇪🇺 UPDATE: Today is the last day before the EU’s MiCA deadline. 244 crypto firms are now authorized across the EEA, wit…

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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。

Richard Yuen@Richard__Yuen · 2026/06/27政策影响

Adjusting for maturity and structure, the pricing looks reasonably rational given Jane Street's 6.75% is an ~8y senior secured bond therefoee the term premium vs Wildcat/Pareto's shorter term & more yield-compressed onchain environment. Curious what spread you'd expect on the Jane Street paper?

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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。

Richard Yuen@Richard__Yuen · 2026/06/27政策影响

Great piece! Curious for your view on how traditional allocators are responding to these onchain private credit products so far. Are you seeing real institutional inflow yet, or is it still mostly crypto-native capital? From my side, I’ve found allocators often want more curated risk profiles because the headline yield doesn’t always justify the added complexities for them. That’s why we’re structuring senior/junior products to tranche and distribute risk in ways that feel more familiar to them. It doesn't seem to be an easy job to reconcile the risks/frictions against the merits that a stablecoin wrapper brings e.g. smart contract risk, potential reflexivity-driven stablecoin depeg even though the book is fine, adverse selection where the best deals stay with the mega private credit funds/platforms

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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。

Richard Yuen@Richard__Yuen · 2026/06/19政策影响

RT @glxyresearch: With Coinbase announcing tokenized stocks for non-US persons, here’s our map of tokenized securities models from February…

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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。

Richard Yuen@Richard__Yuen · 2026/06/17观点输出

RT @JasonYanowitz: @Bfaviero don't think that's correct framing opportunity is not "will there be hundreds of thousands of crypto companie…

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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。

Richard Yuen@Richard__Yuen · 2026/06/17观点输出

RT @fin465: in @ycombinator they have a playbook on how to get customers ASAP for your startup. if you follow this, you’ll brute force you…

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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。

Richard Yuen@Richard__Yuen · 2026/06/14赛道影响

RT @ZeusRWA: Everybody wants to know what tokenization company to invest in. Firstly, it’s important to understand how each layer makes m…

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。