ABI.hl@AbishekFi · 2026/08/25观点输出RT @LayerZero_Core: The world’s markets are undergoing a once in a generation transition.
We’ve spent the last year building ATLAS (Aggreg…
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。
ABI.hl@AbishekFi · 2026/08/21观点输出https://t.co/6y8PYbSGKl
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。
ABI.hl@AbishekFi · 2026/08/21观点输出@PratikKala Agree with all of this apart from the bottom being at 62-63K
If we see a larger fall out in markets BTC likely retraces all of this move and makes a new low then grinds back up
I may just be a perma bull
Source: Vibes mostly
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。
ABI.hl@AbishekFi · 2026/07/29观点输出Your stock market is down 44%
Your citizens are down bad
Your top companies are sitting on 100B+ in cash
Chinese memory is up
I wonder what we are going to see
Run it back
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。
ABI.hl@AbishekFi · 2026/07/27赛道影响$CXMT looks like a good short (NFA!!!). Chinese equities always get a discount to other markets
Its already trading in line/above other memory players. Beyond a spike up on $AAPL getting approval to buy from them
I don't see the hype lasting super long as people slowly realize why companies like Alibaba and Pinduoduo trade at depressed P/Es despite being incredible companies (from what we can see, again somewhat the issue)
Disclaimer that I am currently short $CXMT
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
ABI.hl@AbishekFi · 2026/07/22市场影响In short no. BTC correlation to the S&P500 pre and post ETF introduction is pretty similar https://t.co/QVXW3tfuFZ
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。
ABI.hl@AbishekFi · 2026/07/22市场影响With the introduction of BTC ETFs and debt based instruments backing BTC like STRC and co. BTC should be trading more like an equity
But does it actually?
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。
ABI.hl@AbishekFi · 2026/07/22观点输出The past few weeks have seen Mondays be a critical vol point for $BTC with @saylor's actions deciding whether we would be going up or down. This has largely subsided and with Strategy reserves on the road back to being healthy. I expect BTC's price action to return to business as usual.
The overbearing risk for BTC's current uptrend is an overall market derisking if we see the hand over from memory -> hyperscalers falter
In the longer term
LONG BTC/SHORT S&P looks good her as I suspect although BTC is beta to equities given its stage in the market cycle I expect its beta to be 1 or sub 1
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。
ABI.hl@AbishekFi · 2026/07/22赛道影响So where are we right now?
As can be seen from live liquidation data from @HyperTracker
Bears are liquidated at 67500 and longs are liquidated at 65,270
We can expect a max pain price path to look like a drop down to 65K and then a trend continuation back up to 68K https://t.co/FiJpsCaFuI
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
ABI.hl@AbishekFi · 2026/07/22观点输出BTC is back above 65K. What is structurally causing this reversal?
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。
评论
暂无评论