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Bonk 生态迷因币展现强韧势头
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有消息称 Pump.fun 计划 40 亿估值发币，引发市场猜测
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Solana 新代币发射平台 Boop.Fun 风头正劲
"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。"
3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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