Kevin Kelly@kevin_kelly_ii · 2026/07/30观点输出Vol spikes & violent drawdowns incite panic and fear
Enough panic and fear can temporarily shake even the best theses
Δ price drop > Δ fundamentals = oppty for high conviction positions
Embracing vol spikes driven by forced selling / mega liquidations
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。
Kevin Kelly@kevin_kelly_ii · 2026/07/30观点输出Watch the full Hivemind episode here:
https://t.co/mizxzvBVez
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。
Kevin Kelly@kevin_kelly_ii · 2026/07/30赛道影响Is this the top of the AI trade? Or another speed bump on the way to new highs?
Many calling for the former...we argue the latter
AI market volatility, memory stocks selloff, overreactions to Kimi K3, neocloud dip buying, Mag7 tailwinds...and why crypto can't buy a bid right now
New Hivemind episode just dropped covering all this & more ⬇️
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Kevin Kelly@kevin_kelly_ii · 2026/07/30赛道影响RT @Delphi_Digital: A new episode of Hivemind is live!
This week the team breaks down the sharp selloff in AI and memory stocks, whether t…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Kevin Kelly@kevin_kelly_ii · 2026/07/28赛道影响RT @Shaughnessy119: New Delphi Podcast with @IridiumEagle, co-founder of @ambient_xyz
Travis believes open source AI will win and that Ope…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Kevin Kelly@kevin_kelly_ii · 2026/07/28市场影响RT @CannnGurel: Tori's yield bearing strUSD targeting 12% APY is now live across Morpho Pendle, Curve and Royco
the base yield comes from…
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。
Kevin Kelly@kevin_kelly_ii · 2026/07/28观点输出RT @Delphi_Digital: Robotics has become a global industrial race. Can the US compete with China?
We went inside Standard Bots, the company…
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。
Kevin Kelly@kevin_kelly_ii · 2026/07/26赛道影响RT @accelxr: Autonomous scientific discovery is becoming one of the most competitive frontiers in AI.
Most of the attention has gone to th…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Kevin Kelly@kevin_kelly_ii · 2026/07/26赛道影响RT @Delphi_Digital: Our new report "Closing the Loop: The Self-Driving Landscape" is out now!
AI can generate scientific hypotheses faster…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Kevin Kelly@kevin_kelly_ii · 2026/07/23观点输出RT @scotttfreeman: Speculative flows in Bitcoin hit their lowest level ever in the final week of June.
Today, speculators are still not b…
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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