In my impression, everyone's "I don't want to buy someone", and in the end there are a lot of things that have risen sharply without buying, and then they will regret it. I'm one of them, hahaha. But in fact, if you just think about this step, it is still far from the real landing. And why do we sometimes just think about this step? The essence is that there is not enough certainty to convince oneself. Many times, this kind of thinking about the follow-up will also be fortunate not to buy.
犯了个错误,前几天的关注,全在各类微策略这种的财库股上,忽略了这些公司背后的推手 Galaxy Digital。
这家就是前不久,消化 90 亿美金比特币巨鲸抛压的,那家场外平台 + 资管公司。今天北美的同行告诉我,它们才是本轮的幕后推手(不是 Pantera
怪不得几天股票拉了 50%,内幕消息抢跑了。
CEO 光头,上一轮造出了 Luna 这种巨大的轮子、泡沫,这周期确实有能力,再造一个。


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