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简体繁體English
|Legacy
BTCBTC
💲71865.90
+
1.96%
ETHETH
💲2117.40
+
2.47%
SOLSOL
💲88.65
+
2.14%
USDCUSDC
💲0.9998
-
0.01%
TRUMPTRUMP
💲4.06
+
3.57%
WLDWLD
💲0.3607
+
2.53%

Jason Choi
Jason Choi|9月 29, 2025 15:04
Summarizing the timeline’s investment theses: 1. Long AI = AGI is US’ hail mary attempt to grow out of debt problem (+ embodied AI for those further out the risk curve) 2. Long gold = just in case it doesn’t work ( + Bitcoin for the degens)
+4
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Timeline

10月 29, 14:51Reduce SOL exposure, focus on Bitcoin and ETH
10月 29, 06:32Bitcoin performed the worst on the Strategy website.
10月 29, 01:21The Federal Reserve's interest rate cuts will affect Bitcoin's capital flows
10月 28, 19:10Physical goods are affected by technological deflation.
10月 28, 19:00Anthony Pompliano's views on cryptocurrency
10月 28, 18:26After Bitcoin disappears, the account balance will decrease.
10月 28, 16:30BTC has only one word, and that is rise.
10月 28, 15:43Bitcoin vs. Gold Volatility Comparison
10月 28, 14:14Gold is down, Bitcoin is up
10月 28, 11:47Investment Options Discussion

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