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
가입 October 2011
496 팔로잉 중 138.9K 팬
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
더 보기
AI demand is still hot, but IPO pops are fading. Same story as projects that peak on day one of CEX listing lol 😳
