Dovey "Rug the fiat" Wan (hiring)(@DoveyWan):reading internal reports on HKEX AI IPO recap, always fascinated by HKEX as the perfect canary for new narratives. it gives you both sides of price discovery, majority of the ai narrative stocks are actually down bad after its unlock (180 days), while spread trade opportunity is also huge there ie when Zhipu listed at 1/100 of Anthropic then valuation market inefficiency is the feast

Dovey "Rug the fiat" Wan (hiring)@DoveyWan

2026.09.11 14:36

reading internal reports on HKEX AI IPO recap, always fascinated by HKEX as the perfect canary for new narratives. it gives you both sides of price discovery, majority of the ai narrative stocks are actually down bad after its unlock (180 days), while spread trade opportunity is also huge there ie when Zhipu listed at 1/100 of Anthropic then valuation market inefficiency is the feast

Primitive Ventures@primitivecrypto

2026.09.05 14:12

AI demand is still hot, but IPO pops are fading. Same story as projects that peak on day one of CEX listing lol 😳

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