Belinda Zhou@ciaobelindazhou · 2026/08/25观点输出@traded_gg @solana @solanagaming @Collector_Crypt @superteam @SuperteamINDO @colosseum congrats traded team!
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。
Belinda Zhou@ciaobelindazhou · 2026/08/24观点输出@entropyIO Good stuff
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。
Belinda Zhou@ciaobelindazhou · 2026/08/24观点输出@ShardingCapital ✍️
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。
Belinda Zhou@ciaobelindazhou · 2026/08/24观点输出RT @ShardingCapital: Welcome to the 144th edition of Sharding Weekly!
2026/8/17 - 8/23
Some Highlights:
🔸White House to host Crypto Summ…
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。
Belinda Zhou@ciaobelindazhou · 2026/08/24观点输出@GuHype 真大家买多了就没办法7x了 牛市前期就是赌上车的人不多所以制造些财富效应 后来大家都陆续上车了就伟大的撤退了 每次都是你觉得要大干一场的时候往往就会被干掉了
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。
Belinda Zhou@ciaobelindazhou · 2026/08/22观点输出@0xbobateas chad
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。
Belinda Zhou@ciaobelindazhou · 2026/08/20赛道影响In retrospect, Unitree day one listing on STAR market could have been be a good short opportunity. The 50-60b market cap for a company that only shipped 18k units and 38m profits is just unreal.
Right now it is priced as if it has already demonstrated the path to general-purpose embodied intelligence. But even the founder Wang Xingxing acknowledged the gap and said the major software breakthrough could optimistically take another 2-3 years or longer.
But I wouldn't bet the farm against it. A few reasons:
1. low float, high fdv, could short squeeze easily
Only 10% of the company is sold and many strategy allocations are locked up. Only few extremely lucky retails can sell and that sell pressure is totally expected for the wealth effect narrative.
2. strong backing from beijing
Unitree is not just a company anymore, it's becoming a national champion. It's a flagship asset for one of China's highest-priority industries. It's a name card for China at home and abroad. China is in a kingmaking mode.
3. it anchors the whole industry
There are many cn robotics factories lining up for IPOs. Unitree's good performance can create a self-reinforcing financing flywheel.
Apart from the above, there is a geopolitical scarcity premium. Many people who believe China has structural manufacturing advantages. There aren't many clean proxies so Unitree is the flagship pure-play here. Buying Unitree is like buying an option on China winning the embodied AI race.
Fundamentals for sure tell you what something should be worth but the market structure, narrative and especially national policy can determine how things can develop, sometimes for a very long time! It has been fun to monitor the dynamics!
Belinda Zhou@ciaobelindazhou · 2026/08/20观点输出@tamarincrypto Happy bday dear Tamar!! 🫶 have a good one!
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。
Belinda Zhou@ciaobelindazhou · 2026/08/20观点输出HYPERLIQUID https://t.co/dzxrwopSXY
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。
Belinda Zhou@ciaobelindazhou · 2026/08/20观点输出@josefabregab gm jose!
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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