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

🇨🇳🇺🇸🇸🇬🇯🇵 Founder of @primitivecrypto Thesis: Long substance, short status; Long freedom, short coercion. @DoveyWanCN for 中文 @DoveyAgeX for max health

参加 October 2011

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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