Joel John

Joel John@joeljohn · 5 天前市场影响

@bas3dp0tat6 He was fairly vocal of drug addiction from his younger days and particularly vulnerable in his personal life. You’ve simplified things a bit too much here without nuance on what made the man special. May want to read his book / see the Netflix series on him.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Joel John@joeljohn · 5 天前观点输出

@varadh @shikhars_ @zachtratar Only if I get notion credits 😤 I love the product and spend a ton of time in it Have some views on how the agentic flows can be tweaked for creative work (Jk - I’ll send notes on 3 via DM when back at desk)

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。

Joel John@joeljohn · 5 天前观点输出

@varadh @shikhars_ Identifies speakers wrong doesnt capture local terms in multi-cultural conversations doesnt look into context from existing notes - and use the right terms speech to text part breaks often (i use it often, happy to discuss)

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。

Joel John@joeljohn · 5 天前赛道影响

Two market-makers have told me that ±40% of their order-flow is now RWA and on-chain representation of equities. It's the simplest measure of where capital is heading - both from retail and institutional flows. Tokenisation is much bigger than crypto.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Joel John@joeljohn · 6 天前观点输出

@ivangbi_ @jchaskin22 Nice

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。

Joel John@joeljohn · 6 天前市场影响

Robinhood’s primary moat on its blockchain play is the cultural wedge its existing user base has. Vlad supercharges it because of his positioning. One most CEOs probably won’t replicate. Quite frankly - a huge win for arbitrum ecosystem.

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。

Joel John@joeljohn · 7 天前观点输出

I used to think writing happens at the desk Off late, I’ve come to acknowledge writing is a state of being. It usually starts with conversation, evolves on walks, collects through reading, compounds in repeated attempts - and survives with a bit of chutzpah.

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。

Joel John@joeljohn · 7 天前观点输出

@thattallguy @glider__ @BrianInCrypto Tbh love that their culture is not built on muck and they’ve focused on the tokenisation angle for a while.

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。

Joel John@joeljohn · 7 天前观点输出

This landing page by @glider__ is frankly one of the best in all of crypto - Clear value prop - Clear categorisation of assets - Access defined And none of the icky parts that focus on bad assets and needless speculation. https://t.co/WAegOReAzo

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。

Joel John@joeljohn · 8 天前观点输出

RT @jbrukh: Food for thought for you big VC firm people. 🧐 https://t.co/xXr3UG4FJ0

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。