Chris Burniske

Chris Burniske@cburniske · 1 天前赛道影响

(said despite expecting more market pain ahead)

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Chris Burniske@cburniske · 1 天前观点输出

slowly, slowly, then all at once.

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。

Chris Burniske@cburniske · 9 天前观点输出

@hedging_reality yes

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。

Chris Burniske@cburniske · 12 天前观点输出

@0xGondee @packformoon @LynAldenContact Because I've followed its growth and resilience from the beginning.

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。

Chris Burniske@cburniske · 12 天前赛道影响

@packformoon @LynAldenContact I never said she did, but her book increased my own conviction in $BTC and $ZEC.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Chris Burniske@cburniske · 13 天前赛道影响

Finally reading "Broken Money" by @LynAldenContact and it's a good reminder that $BTC and other internet-native hard monies will most reward the patient ($ZEC the most credible complement to $BTC, in this category). From 2016-2025 there was a wave of impatience as the promise of blockchains drew crowds of people that didn't deeply understand Bitcoin, and treated the space as simply another tech platform. Bitcoin is more of a social reboot, than a technological one, and such a reboot takes decades to play out. Now, impatience is washing out to other seemingly faster moving waters, taking us closer to what things felt like in 2015 and before... which will once again reward those that understood all along.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Chris Burniske@cburniske · 2026/06/17观点输出

Cash appears to have the greatest opportunity cost at the precipice of when you'll need it most. Have been nibbling here and there of late, but the confluence around October is too incredible to ignore.

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。

Chris Burniske@cburniske · 2026/06/04观点输出

Early signs of emotional capitulation emerging, but far from apathy.

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。

Chris Burniske@cburniske · 2026/05/28赛道影响

@blknoiz06 @LoganJastremski you'd know better than me :) but my point is if that happens, i'd expect it to fall in USD terms, even if HYPEBTC gains

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Chris Burniske@cburniske · 2026/05/28赛道影响

thanks, logan - just on your points, a few thoughts - iran resolution unclear, even with resolution tomorrow inflation is likely gonna prove problematic in the months+ ahead - that may be so, but AI mania's not instantly bullish crypto - an under-considered scenario is continued equity froth, creating a black hole of attention that further weakens btc as people give up on it. crypto people can't stand when other assets outperform them, potentially creating mass capitulation. but... btc will likely be first to bottom, and first to rebound, so this will make for really interesting navigation if equities later exhaust themselves after ipo unlocks - clarity is the clearest catalyst, but implementation always takes time

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。