Jean-Marc Bonnefous@jbonne5 · 2025/07/09观点输出Only US, China, Germany, India & Japan have larger 2024 GDP than Nvidia market value (IMF)
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。
Jean-Marc Bonnefous@jbonne5 · 2025/07/09观点输出New World vs. Old World: we're coming to get you...
$BTC $GLD https://t.co/muPUkC9m7k
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。
Jean-Marc Bonnefous@jbonne5 · 2025/05/30政策影响Stablecoins are the killer app of digital assets innovations, they even help fund the US fiscal deficit for size
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Jean-Marc Bonnefous@jbonne5 · 2025/05/29赛道影响Reasoning AI inference demand is off the charts
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Jean-Marc Bonnefous@jbonne5 · 2025/04/25赛道影响Could #Bitcoin be the non-USD asset that outperforms when all main US assets sell off ? No tariffs, no debt, no governance quagmire, no location risks unlike #Gold which can be confiscated ?
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Jean-Marc Bonnefous@jbonne5 · 2025/03/20赛道影响The irresistible rise of inference at the edge
#AI #edge #distributedcomputing
https://t.co/rqAEg8Kmzk
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Jean-Marc Bonnefous@jbonne5 · 2025/03/08观点输出The US want to overcome the 'Triffin Dilemma': trigger a weaker 💵, cut the deficits, and still borrow cheap from abroad...
No-one has ever managed to do this. This could end up in tears. Fasten your seat belts, find some hedges.
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。
Jean-Marc Bonnefous@jbonne5 · 2025/02/08观点输出Gold might become the new "analog Bitcoin"
#Gold #BTC #USDebt
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。
Jean-Marc Bonnefous@jbonne5 · 2025/02/02赛道影响Decentralized AI is the way.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Jean-Marc Bonnefous@jbonne5 · 2025/01/21赛道影响Deep EdgeAI conference & tapas in Barcelona in January... what more do you want ? https://t.co/itooDNrT81
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
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