
Pioneer's View: Interviews with Crypto Celebrities
Exclusive interviews with crypto celebrities, sharing unique observations and insights.
191 articles
Conversation with Tom Lee: AI bubble far from over, the current plunge is just "forced deleveraging," don't swing trade in a bull market
Tom Lee believes that the sharp decline in the Korean stock market and AI semiconductor sector over the past month is a "forced deleveraging" event. The Korean market has introduced a large number of leveraged products in recent years, amplifying two-way volatility.MARA CEO In-depth Interview: Electricity Has Become a Core Asset in the AI Era, Bitcoin Miners' 'Energy Transition' is Imminent
Bitcoin mining will not disappear, but its role has changed. In the future, it will more often utilize surplus electricity, and the window as a medium of exchange may have passed.Jensen Huang on China's AI, Trump, and the Trillion-Agent Era: Wall Street Misunderstands DeepSeek, AI Doomsday Theories Are Nonsense, Chip Demand Will Expand 5 to 10 Times
"The semiconductor industry needs to expand 5 to 10 times. Today, everything is in short supply: chip shortages, memory shortages, land, electricity, construction workers—all in shortage. This shortage is actually a good thing; it gives us time to build infrastructure."Investment giant Bill Ackman: Sold Alphabet, increased holdings in Microsoft, betting on AI infrastructure, Bitcoin and gold are speculation, not investment
"I don't like the trend of intraday options; it's just gambling. No one can predict whether a stock will go up or down in a day, unless you have inside information."Conversation with Former NYSE Market Maker: 7 Signals to Watch for BTC's Bottom, Don't Just Focus on One Price
Former NYSE trader Eric Krown explains Bitcoin macro bottom signals, 85% confidence that a monthly close above $63,735 confirms it, multiple indicators point to early August, market sentiment and price show classic divergence.Getting AI Right Doesn't Mean Picking the Right Stocks! How to Allocate Both Software and Hardware in H2? From Big Tech, Intel to Defense and Healthcare
Investment TALK Jun deeply analyzes the logic from Anthropic to Amazon, investment opportunities in Big Tech, Intel, defense and healthcare, dissects the truth behind Meta selling computing power, reducing hardware positions without liquidating, guiding H2 portfolio allocation.Dialogue with former Ethereum Foundation Co-Executive Director Tomasz: Why I'm dedicating the next decade to the robotics industry
From the Ethereum Foundation to robotics entrepreneurship, this former Nethermind founder believes that the robotics industry is like Ethereum in 2016, on the eve of an explosion.Video
The Round Trip2 authors
Dialogue with Trader Taiki Maeda: The Market Has Entered a Reasonable Allocation Window Period, These 3 Sectors Are About to Surge
Zcash becomes antifragile after a sharp decline, bullish on the growth of Hyperliquid and Lighter's RWA perpetual contracts, Bitcoin faces threats from Saylor's share reduction and quantum computing.All-In Latest Highlights: Anthropic IPO vs. OpenAI, Revealing AI's Real ROI, China Model Export Restrictions, and Universal Shareholding
After SpaceX's successful IPO, Anthropic and OpenAI sprint toward trillion-dollar valuations, but Chamath warns that AI's actual return on investment is extremely low, advising companies to go public before the bubble bursts.Dialogue with Robinhood CEO: Retail Investors Are the Real Smart Money, Asset Tokenization Is the Future, AI Will Not Replace Human Trading
The U.S. stock market penetration rate still has huge growth potential. Currently, the U.S. stock market participation rate is about 65%. Historical data shows that the popularity of the 401(k) corporate retirement plan once increased the participation rate from 20% to 50%, and the emergence of Robinhood further pushed it above 60%. Tenev believes that by opening securities accounts for newborns and promoting investment popularization, the U.S. stock market participation rate is expected to reach over 90% in the future.Latest SemiAnalysis Interview: Storage Still Has Room to Double, Short- to Medium-Term Caution on CPO, CPU Is Just a Supporting Role
SemiAnalysis founder details AI infrastructure: Anthropic already has positive free cash flow, structural memory shortage persists for years, CPO large-scale deployment delayed to end of 2028, data centers self-building power sources become new opportunity.From ByteDance to Financial Freedom: How Did 'Byte Bro' Leto Cultivate the Investment Judgment to Achieve a 30 Million Yuan Comeback?
Former ByteDance data engineer Leto opens up for the first time, reviewing his journey to a 30 million yuan comeback in US stocks. Using data-driven and A/B testing approaches for investment decisions, he details options strategies, risk management, and recent storage sector opportunities, offering a practical methodology for salaried workers to achieve financial freedom.Leto Bao2 authors
Dan Bin's Latest Speech: The AI Era Is Not a Bubble; the Risk of Missing the Era Outweighs Short-Term Bubble Worries
From the industry cycle perspective, the AI wave can be benchmarked against the decade-long rhythm of the internet; investors should seize the primary cause of technological progress and never miss out on the great era."AI Godmother" Fei-Fei Li's Latest Interview: In 10 Years, Only These Two Types of People Will Remain in the Workplace
In ten years, the workplace will only have the top 1% of elite experts and highly proactive generalists; the middle layer will be compressed. AI is not replacing humans, but elevating value. Learn to use tools rather than be replaced by them to break through.Interview with CSOP CIO Wang Yi: Tokenization hinges on compliance framework, AI remains the main thrust of global capital
Investment focus should follow the flow of 'AI CAPEX', especially the downstream segments that absorb capex (e.g., memory makers like Micron and SK Hynix).Video
The Round Trip2 authors
