Juthica Chou@juthica · 2025/10/12赛道影响all it took was $5B in liquidations and $225B in market cap wiped out for us to get bitcoin vol above 40 again
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Juthica Chou@juthica · 2025/08/12观点输出where’s the fun in proof of work if you can’t have a little reorg every now and then
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。
Juthica Chou@juthica · 2025/07/07观点输出politicians and CEOs alike have learned that when all hope is lost, embrace the bitcoiners
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。
Juthica Chou@juthica · 2025/06/29观点输出‘we could be profitable but we’re a growth company’ https://t.co/nrN5qAd3wJ
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。
Juthica Chou@juthica · 2025/06/29赛道影响mid-2015, peak "blockchain not bitcoin" era
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Juthica Chou@juthica · 2025/06/26观点输出can all the people who make up metrics make up a metric where bitcoin trades sideways at 30v but we measure it as growth
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。
Juthica Chou@juthica · 2025/06/16观点输出when we look in every other market and there's a crowded trade that people are blindly convinced will work every time, the warning bells go off
but when it's our market and our trade and it makes our bags go up, we look right past it
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。
Juthica Chou@juthica · 2025/06/15赛道影响a blockchain in motion stays in motion
blockchains with greater mass have greater inertia
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Juthica Chou@juthica · 2025/06/11政策影响path dependency is all around
there will never be another ETH, a security grandfathered in as a non-security
there will never be another EOS, a slap-on-the-wrist fine for a 200k bitcoin ICO
and there will never be another bitcoin, truly organic in its distribution and adoption
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Juthica Chou@juthica · 2025/06/03观点输出you either die a hero or you live long enough to launch your own crypto trading app
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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