Duncan Cock Foster@dccockfoster · 2026/08/25观点输出https://t.co/tG3c7GUg6A
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。
Duncan Cock Foster@dccockfoster · 2026/08/25观点输出The 90-98th percentile of wealth is extremely stable, steady and normal
The 99th+ percentile of wealth can get really insane, degenerate, unhinged and unstable
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。
Duncan Cock Foster@dccockfoster · 2026/08/25观点输出@depressivehacks I’m a delusional optimist. But generally, if something truly terrible is going to happen, it needs to be unexpected (the great financial crisis happened bc AAA bonds defaulted).
If everyone anticipates something bad happening it is far less likely to actually happen
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。
Duncan Cock Foster@dccockfoster · 2026/08/25观点输出@ADoricko @camwiese LFG
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。
Duncan Cock Foster@dccockfoster · 2026/08/24赛道影响The silver lining of the AI backlash is that we are going to anticipate and stop the worst potential consequences of AI
The internet had the exact opposite dynamic. No one was skeptical of it. And so no one anticipated and prevented the worst parts of it
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Duncan Cock Foster@dccockfoster · 2026/08/24观点输出@dcsandbrook @gcockfoster @TheRestHistory @holland_tom . @dcsandbrook can you make fun of him for having the absurd last name of Cock Foster ?
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。
Duncan Cock Foster@dccockfoster · 2026/08/23观点输出@gcockfoster Yes. People can still live in a caloric deficit if they want to but no one does
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。
Duncan Cock Foster@dccockfoster · 2026/08/22观点输出@JoeKBennett Eat your protein slop
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。
Duncan Cock Foster@dccockfoster · 2026/08/21观点输出@muni_bonds Lfg
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。
Duncan Cock Foster@dccockfoster · 2026/08/21市场影响We’ve reached a milestone in Bitcoin. It’s now more correlated with gold than with the Nasdaq.
This moment has been long prophesied and it has finally come to pass.
Btw, Bitcoin has ~1/20th the market cap of gold, lots of ground to make up
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。
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