Kenny Dong@0xKD2M · 2026/07/28观点输出@poopmandefi @JupiterExchange congrats!
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。
Kenny Dong@0xKD2M · 2026/06/28观点输出> Retiring STRC at 81 cents beats buying BTC here on net-per-share
That makes sense as long as Saylor is tapping into the existing $1.4B cash reserve. But the real question is where the extra capital comes from - selling BTC reserves or doing an ATM offering? Either way, it dilutes the BTC-per-share no?
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。
Kenny Dong@0xKD2M · 2026/06/28观点输出@0xAmol @TheOtherParker_ Generally agreed your take. Just wondering why you think strc will die first? And in what conditions can saylor reopen the capital market
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。
Kenny Dong@0xKD2M · 2026/06/24观点输出@bavaria_kush @a16zcrypto Congrats!
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。
Kenny Dong@0xKD2M · 2026/06/18观点输出@jshinny12 @PanteraCapital Congrats Joey!
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。
Kenny Dong@0xKD2M · 2026/06/10观点输出@robbiepetersen_ @a16zcrypto Congrats Robbie!
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。
Kenny Dong@0xKD2M · 2026/04/24观点输出Thrilled to be working with the @tempo team as their first international exchange partner!
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。
Kenny Dong@0xKD2M · 2026/03/05观点输出TradFi <> Crypto convergence
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。
Kenny Dong@0xKD2M · 2026/03/01赛道影响@DarcyAsksCN @DonutAI Congrats on the next chapter!!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Kenny Dong@0xKD2M · 2026/02/14观点输出@DoveyWanCN 👍👍👍
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。
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