Pickful
加密社群，App 體驗更佳
Jan 2026
Deepidea
· 1h
Another route to becoming a trusted gateway was personal rather than universal: give each user a home for the DeFi places, contracts, positions, and actions they already trust.
· 20h
The Stablecoin Endgame Isn’t Winner-Take-All—It’s the Dollar Learning to Split Itself If you work in banking, payments, asset management, VC, or a family office, and you’re deciding “which layer of the digital dollar to plug my business into”—first throw out the most popular, most misleading ...
If you’re building or about to build an AI company — this folds the book into founding decisions: which layer to build at, how to dig a moat, which are the ways to die, when to sell to the platform. The core is one line and a day-one checklist. No company names — positions and mechanisms. The...
· 1d
The interesting intersection of AI and DeFi is not a chatbot that explains tokens. It appears when software can take financial action.
If you allocate AI assets, or hold a pile of AI names and don’t know what ruler to measure them with — this folds the book’s judgment into an operating manual you could put in front of an IC. No company names (companies go stale; layers and mechanisms don’t). How to allocate, how to discount, ...
A Depeg Isn’t a Probability Question, It’s a Timing Question If you’re the product owner, risk lead, or evaluating whether to issue a stablecoin—answer one question first: tomorrow morning your coin depegs, what are your first three moves? Can’t answer, and you’re not ready to run a money bus...
· 2d
At one point, the objective changed. Instead of asking only what product could become a large independent company, we asked how defi.io could become a more valuable strategic asset.
That USDC Yield Coinbase Pays You? Circle Paid Nothing—It’s the Channel Tax in Disguise If you work in wallets, exchanges, payments, or you’re about to use “deposit-and-earn” to pull users—first understand who actually pays this yield. Because regulators are now zeroing in on it. I open my C...
If your moat is built on “users can’t leave,” if you value switching costs in downstream apps, or if you’re judging how high-risk a scenario agents can actually deploy into — here’s why regulation isn’t a fuzzy blob of “policy risk” but three independent variables, each repricing a different l...
· 3d
After several rounds of positioning and rebuttal, the most important feedback was personal:
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