Akshay BD@akshaybd · 2026/08/27赛道影响- currency gains are part of the returns for US investors
- for global investors: they’re also dollar investors in large part due to the disproportionate ownership of us assets. Eg., UK pension master trusts hold just 3% of assets in UK-listed equities and 62% in foreign equities (with US as the largest allocation).
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Akshay BD@akshaybd · 2026/08/27观点输出narrative violation
h/t @charliebilello https://t.co/fWx2Kl7kKW
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。
Akshay BD@akshaybd · 2026/08/27赛道影响@marcarjoon probably a temporary thing because the choice of stocks listed are meh (massive mktcap, already well known, easily available and widely held tech stocks etc).
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Akshay BD@akshaybd · 2026/08/27观点输出RT @minnus: Seven weeks in, @Backpack & @sunrise's tokenized stocks on Solana already BEATS US stock exchanges outside regular hours.
We c…
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。
Akshay BD@akshaybd · 2026/08/27市场影响if equities become the tradeable altcoins of this cycle (my base case as the long tail of equities gets tokenized):
then every crypto liquid fund becomes an equities fund
it will be a renaissance for active managers after years of underperformance and lead to the largest inflow of talent and capital we’ve ever seen
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。
Akshay BD@akshaybd · 2026/08/26观点输出@connan_james can’t take your boat tho
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。
Akshay BD@akshaybd · 2026/08/26观点输出RT @DannyDayan5: The UK cut all long end issuance to basically 0.
Did that stop 30y yields from rising? No. https://t.co/sXel4Bb7ba
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。
Akshay BD@akshaybd · 2026/08/26观点输出underrated country 🇰🇿
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。
Akshay BD@akshaybd · 2026/08/26观点输出@PositiveGamma this is great, thanks for sharing
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。
Akshay BD@akshaybd · 2026/08/26观点输出@PositiveGamma that’s cool - would you mind sharing a link?
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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