安东尼Anthony
@1kbxx
Founder @1kBCapital
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2019-24五年币coin全公开实盘过亿交易员 已退出
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Columbia University MSFE / Crypto Since Oct 2017
Joined January 2014
622 Following 24.9K Followers
ai基建的资本叙事来自capex
capex来自于终端arr增速
大厂开始增发股本推进capex
可见决心强大 亦或是没办法的办法
anthropic招股书是关键的关键
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