Tiger Research: On-Chain Risk Managers – A Vast Gulf Between a $147 Trillion and a $70 Billion Market | Bee Network
Login인기 뉴스AI 에이전트밈 런치패드DeSci탑체인 익스플로러뉴비의 경우100x 코인꿀벌 게임필수 웹사이트필수 앱암호화폐 유명인드핀루키 에센셜함정 탐지기기본 도구고급 웹사이트교환NFT 도구웹3 유니버스계략DApp꿀벌 하이브성장하는 플랫폼기원 후코인 충전로그인웹3 유니계략DApp꿀벌 하이브기원 후집분석분석Lwyt암호화폐시장토큰디파이Tiger Research: On-Chain Risk Managers – A Vast Gulf Between a $147 Trillion and a $70 Billion MarketRelated: The biggest beneficiary of the AI boom: The rise of Leopold, the new stock god of Wall Street
Over the past few days, multiple stocks in the public portfolio of Leopold’s Situational Awareness LP have rallied together: Bloom Energy, Cipher Mining, Intel, Applied Digital, SanDisk, IREN and other targets saw single-day gains exceeding 10% at one point. This has prompted the market to revisit his 13F filing from late last year, trying to understand why this former OpenAI researcher was able to bet on the AI infrastructure narrative ahead of time. What makes him worth watching isn’t the clickbait labels of being ‘young’ or ‘getting rich quick’, but rather the framework he provides, which differs from mainstream AI trading. Most equate AI investment with NVIDIA, Microsoft, OpenAI, and model capabilities. However, Leopold’s portfolio sidesteps the most crowded superstar assets, pivoting instead towards Bloom Energy, CoreWeave, Core Scientific, Lumentum,…# 분석# 암호# 데피# 교환# 마켓# 토큰上一篇
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- Key Takeaways The decentralized finance landscape is giving rise to new asset management roles, signaling the end of an era dominated entirely by protocols and community governance. The sector is ...