POPE

Market Mainline Thinking: Finding Certainty Opportunities in a Changing Landscape and Seizing Opportunities Amidst Uncertainty. As the crypto bear market arrives and trading slows down, I take this opportunity to organize my core thoughts on the industry, investment, and myself, focusing on three major market themes.
1. AI Mainline: AI is the core global investment narrative, belonging to the national strategic and capital windfall. Currently, the industry is shifting towards infrastructure bottlenecks, with electricity being the key support. The US's lagging power infrastructure means that by