唐华斑竹
--
Bearish
But when Dan Bin's position came out, I was directly stunned.
Over a billion dollars, 92% of the position, all invested in one place.
This is not investment; this is simply risking one's life to express faith in "the future of technology."
NVIDIA, Google, Microsoft... all are the darlings of AI.
He even reduced positions in "former giants" like Amazon and Netflix.
Simply put, it's about moving money from "good companies of the past" to "the lifeline of the future."
Is this operation ruthless?
Yes.
But is it lonely?
Not at all.
You see, "Cathie Wood" is also buying Alibaba at the same time. The big players' thoughts are not hidden at all.
The signal is no longer vague; it's directly banging drums to tell you: the wind is here, the money is here, the future is here.
We are still caught up in a few thousand dollars in salary competition, still hesitating whether to change our phones.
They have already bet all their chips on the most certain wave of the next ten and thirty years.
Sometimes I really feel that the biggest gap between people is not money.
It is the understanding of trends and the courage to place heavy bets. $SOL
{future}(SOLUSDT)
Over a billion dollars, 92% of the position, all invested in one place.
This is not investment; this is simply risking one's life to express faith in "the future of technology."
NVIDIA, Google, Microsoft... all are the darlings of AI.
He even reduced positions in "former giants" like Amazon and Netflix.
Simply put, it's about moving money from "good companies of the past" to "the lifeline of the future."
Is this operation ruthless?
Yes.
But is it lonely?
Not at all.
You see, "Cathie Wood" is also buying Alibaba at the same time. The big players' thoughts are not hidden at all.
The signal is no longer vague; it's directly banging drums to tell you: the wind is here, the money is here, the future is here.
We are still caught up in a few thousand dollars in salary competition, still hesitating whether to change our phones.
They have already bet all their chips on the most certain wave of the next ten and thirty years.
Sometimes I really feel that the biggest gap between people is not money.
It is the understanding of trends and the courage to place heavy bets. $SOL
{future}(SOLUSDT)
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.