Dovey "Rug the fiat" Wan (hiring)(@DoveyWan):again if you take side on the 🇨🇳 China (Scaling Supremacy) vs 📷 USA (Emerging Supremacy) is a terrible investor mindset.. the winning mental model is a spread trade: when Zhipu and Minimax IPO'ed at 1/100 of anthropic and OAI price is no brainer to long the spread convergence

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

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

2026.07.18 23:52

again if you take side on the 🇨🇳 China (Scaling Supremacy) vs 📷 USA (Emerging Supremacy) is a terrible investor mindset.. the winning mental model is a spread trade: when Zhipu and Minimax IPO'ed at 1/100 of anthropic and OAI price is no brainer to long the spread convergence