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Shorting NVIDIA with $9 Billion: 24-Year-Old Prodigy Investor Leopold's Latest Portfolio Adjustments: Heavy Bets on Power, Memory, and Anthropic
The best long-term positions aren't necessarily the hottest chip companies.
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Raised $450M but Layoffs Again: zkSync Abandons Retail for Banks, Who Pays for $ZK’s 93% Crash?
Matter Labs, parent of zkSync, conducts second round of layoffs, fully betting on permissioned privacy chain Prividium to serve banks. Community questions the use of $458 million in funds as $ZK token plummets 93%.
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Interview with Morgan Stanley's Head of Digital Assets: Bitcoin Reaching One Million Dollars Isn't Difficult, the Difficulty Lies in Education
Bitcoin ETFs are seeing record demand, so why aren't institutions fully committed? She believes a real breakthrough might require a crisis in the traditional financial system, and reaching millions of dollars within five years is not impossible.
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Want to chase SpaceX? Data shows that most of the 30 star US IPOs saw their share price halved in the first year.
SpaceX debuted on Nasdaq this Friday under the ticker symbol SPCX, with an offering price of $135 and a valuation of $1.75 trillion, making it the largest IPO in history. However, historical data shows that the median return for star tech IPOs in their first year is -9%, with a maximum drawdown of 54%. Investors should be wary of the risks of buying at the peak.
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Are US stocks too expensive? This top CIO scoured the globe and found 5 stocks that are even better than Nvidia.
Looking at international markets, these 5 stocks will outperform the S&P 500.
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US stocks suffered their worst plunge since 2025, with three major triggers sparking a revaluation of tech stocks.
The Nasdaq fell more than 4%, wiping out $1.3 trillion in market capitalization from chip stocks. Broadcom's earnings report exposed a slowdown in AI growth, better-than-expected non-farm payroll data triggered fears of interest rate hikes, and the Iran war pushed up oil prices and inflation. These three major factors weighed on the market.
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6MV Partner: ETH's narrative is confusing, Solana's growth is stagnant, and Hyperliquid is "the DeFi version of Tether".
6MV partner Mike Dudas analyzes the reasons for Ethereum's confusing narrative and lack of configuration, compares Hyperliquid to Tether, discusses the opportunities and shortcomings of Solana, and highlights the key role of programmatic buybacks and value capture mechanisms.
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South Korea's cryptocurrency "kimchi premium" has begun to turn negative, turning the cryptocurrency superpower into a stock market superpower.
South Korean retail investors are withdrawing from the crypto market, and the trend of net capital outflow has already left a clear mark on the price structure.
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While the entire world is hitting new highs, the cryptocurrency market has become the "earthquake victim."
The surge in South Korean stocks has created a new class of "poverty-stricken" individuals, exacerbating structural losses in the crypto market, and causing funds to flow into US stocks as Bitcoin loses favor. Beware of FOMO and chasing rallies; don't let missing out force you to jump on the last train.
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Interpreting Goldman Sachs Research Report: Storage Shortages Until 2028, Continue to Buy
Goldman Sachs predicts that the shortage of memory chips will continue until 2028, and the demand for AI computing power will explode. Samsung, SK Hynix and Kioxia have all raised their target prices, and the opportunity for semiconductor stocks in the A-share market has arrived.
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Deconstructing the investment philosophy of Gavin Baker, an early investor in Nvidia: Going long on AI infrastructure bottlenecks and shorting overall market risks.
Top investors are heavily invested in chip bottlenecks and power supply, revealing the "shovel seller" assets that are more profitable than big-scale models.
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Interview with VanEck CEO: In the crypto winter, only BTC and stablecoins will survive; the surge in memory chip prices is more like a bubble.
Nvidia has become the "host" of the AI ​​era, gold is regaining its position as the world's number one currency, Wall Street will absorb blockchain technology, but most token ecosystems will disappear.
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Popular Reddit post: The crypto opportunity is long gone, but nobody wants to admit it.
Don't expect a classic knock-off season; there might be selective, strong performances in a very small number of narratives.
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Was the 10 AM market crash a conspiracy? Grayscale's VP explains: The on-chain anomalies you saw were just "settling accounts."
Grayscale's VP reveals the truth behind the Bitcoin ETF's "10 AM sell-off": it wasn't an institutional conspiracy, but rather a result of NAV pricing, AP subscriptions and redemptions, and market maker hedging. Tokenization is shifting from stablecoins to RWA; why are whales abandoning on-chain transactions for ETFs? A comprehensive analysis of the new market structure under the institutional wave.
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Interview with Arthur Hayes & NEAR co-founder: The era of printing money is back, HYPE is expected to reach $150, and NEAR has another 20x potential?
"In the future, we will use AI for computing, and blockchain will become the means of execution for everything."
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