@mintyq

Shenchao Roundtable: Do you want to leave the currency circle to speculate in stocks? Cycle, Opportunity and Way Out (Author Shenchao) Crypto and AI are the two major technological trends in the future, and these two directions are mutually reinforced. In the current industrial policy of the United States, the core focus put forward by Trump is also very clear, that is, AI and encryption; Bitcoin has not actually risen in this round. After NVIDIA, these two are the most representative "cover assets" in their respective markets. Bitcoin is seen in the currency circle, and NVIDIA is seen in U.S. stocks. Everyone is desperately looking for alpha, but in the current market environment, it is actually more suitable to "take beta"

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