Tiger Research: On-Chain Risk Managers – A Vast Gulf Between a $147 Trillion and a $70 Billion Market | Bee Network
Login熱門新聞AI 代理商Meme LaunchpadDeSci熱門鏈瀏覽器新人必讀衝百倍幣蜜蜂遊戲必備網站必備APP必關大神DePIN新人必備教我避坑基本工具深度網站交易所NFT 工具Web3宇宙遊戲DApp蜂巢增長平台生態Coins儲值登入Web3大學遊戲DApp蜂巢生態家分析分析Lwyt加密貨幣市場代幣德菲Tiger 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,…#分析# 加密# 脫機#交換#市場#代幣上一篇
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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 ...