"情绪差距太疯狂了。" 亨特·霍斯利解释说,加密货币原住民和机构正在消费不同的信息源、不同的数据、不同的叙事,并得出相反的结论。 "市场呈现出两极分化。加密货币原住民和机构看到的是截然不同的现实。"
The Rollup
The Rollup3月5日 03:37
NEW EP: Why Crypto Allocations Are About to Explode with @Bitwise CEO, @HHorsley Timestamps 00:00 Intro 00:55 Bitwise's Take on AI & The Freight Train Analogy 03:45 How Hunter Uses AI in His Workflows 05:27 Bitwise's Four Business Lines & Institutional Journey 09:37 Is the Four-Year Cycle Dead? 11:43 Relay Ad 12:05 The Sentiment Gap: Natives vs. Institutions 15:20 Hibachi, infiniFi Ads 16:30 What's the Right Crypto Allocation?
FT @HHorsley @Bitwise
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