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D CryptoApprenti1
Dr.Hash“Wesley”
@CryptoApprenti1

全网都在笑 Leopold 爆仓,但你们看懂这封信了吗? 七月 -67%,450亿美元缩到 100亿,400% 杠杆被三大行追保,公开持仓一夜打包卖给 Citadel——听着像死了? 看结果:年内还 +80%,Anthropic 原始股一股没动,杠杆清零满血退场。28 岁经历这一轮,学费是 LP 出的。 这不叫爆仓,这叫完美退场。真正埋在里面的,是跟着他叙事冲进存储和 AI 股的人。基金亏得起,你亏不起。

photo photo photo photo

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23 Reposts 1 Quotes 264 Likes 81 Bookmarks
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24 replies collected of 58 X reports
SV @SVdegenxyz ·

@CryptoApprenti1 Although 45 billion was liquidated, the remaining 10 billion is still larger than other funds that are currently operating.

original · zh

@CryptoApprenti1 虽然被清算了450亿,但剩下的100亿规模,依然比其他正在运营的基金还要大

超级幸运星~ @luckybibiw1p ·

@CryptoApprenti1 His publicly disclosed holdings were sold off in a package, while his private placements remained untouched—that's his real trump card. For retail investors, the real question isn't whether Leopold made a profit, but when will all the shares they bought in eventually change hands. He can hold on, his limited partners can hold on, but the retail investors who followed might not be able to.

original · zh

@CryptoApprenti1 公开持仓被打包卖掉,私募部分没动,这才是他真正的底牌。对散户来说,真正该琢磨的不是Leopold赚没赚,是跟进去的那些筹码什么时候才能换手完。他能扛,他的LP能扛,跟进去的散户不一定扛得住。

1
milly.hl @milly_rock7 ·

@CryptoApprenti1 He's right. The fund used LPs' money to pay for its lessons and then walked away unscathed. Retail investors who rushed in following his narrative are the ones who really got buried.

original · zh

@CryptoApprenti1 他说得对 基金用 LP 的钱交了学费 自己全身而退 跟着他叙事冲进去的散户才是真被埋了

Sebastian @YxSebastian ·

@CryptoApprenti1 +80% within the year.

original · zh

@CryptoApprenti1 年内还 +80%。

1
RaoulDuke @RaoulDukeDegen ·

@CryptoApprenti1 crazy how this all went down while he was at his wedding in carmel

@CryptoApprenti1 Leopold's margin call was a close call; at 28, he learned from his LP's mistakes and grew as a result.

original · zh

@CryptoApprenti1 Leopold 爆仓有惊无险,28岁借LP学费换来成长。

oldlady @oldlady_07 ·

@CryptoApprenti1 Few people talk about the facts.

original · zh

@CryptoApprenti1 事实都比较少人说

Dave @doridave8940 ·

@CryptoApprenti1 I always feel that this is an icon pushed by capital; nominally it's a sacrifice, but actually it's a sacrifice for retail investors.

original · zh

@CryptoApprenti1 总觉得是资本推出来的icon,名义上是献祭他,实际是献祭散户

7
阿sir爱大饼 @liufeixian19004 ·

@CryptoApprenti1 Greatness needs no words

original · zh

@CryptoApprenti1 伟大 无需多言

Jimmy 美股投资笔记。 @drylim8777 ·

@CryptoApprenti1 Well said

original · zh

@CryptoApprenti1 说的好

提款机 @OtmAtm · 14K

@CryptoApprenti1 What I truly admire about Leopold isn't just his insightful analysis of the AI ​​field, but also his courage to go all in and his rational, clear-headed decision to cut losses when things get out of control. x.com/otmatm/status/2083527488…

original · zh

@CryptoApprenti1 款哥真正敬佩Leopold的,不只是看准AI赛道的洞察,更是敢于All in的勇气,也敢在失控时果断止损的理智清醒。 https://x.com/otmatm/status/2083527488987414530?s=46

1 1
马克斯Max @Maxandzero ·

@CryptoApprenti1 As for Liangxi's US stock trading, anyway, it was all her wife who lost money; she herself had no debt. She was just in a bad mood, but it was a lesson learned from her mistakes.

original · zh

@CryptoApprenti1 美股版凉兮 反正亏的都是Lp,自己就没负债,就是心情差了些 也算摔个跟头长教训了

1 4
观潮局长 @TideWatcherHQ ·

@CryptoApprenti1 From $200 million to $48 billion, after selling the whole thing, who knows how many billions would be left, but at least they'd still have $5 billion worth of Anthropic shares firmly in their hands. I really don't know what these people are laughing at.

original · zh

@CryptoApprenti1 2亿到480亿,打包卖了不知道剩了多少亿,但最起码还有50亿美元Anthropic股份稳稳的拿着,确实不知道这些人在嘲笑啥

1 7
X. @SalamanderCap ·

@CryptoApprenti1 Leopold's fund has experienced ups and downs, and his publicly disclosed positions could have seen significant drawdowns, but his most crucial point is his marriage to Avital Balwit of Anthropic, one of the organization's core decision-makers. He has already pulled himself into the core ecosystem of the AI ​​era, which is his most significant advantage. He has the resources and capital to create even greater momentum for his narrative. His strategic goals at every step are very clear.

original · zh

@CryptoApprenti1 Leopold 的基金起起落落,公开仓位可以巨幅回撤卖了, 可他最核心一点是娶了Anthropic的Avital Balwit,这是组织里核心决策层之一, 他已经把 自己拉进了AI时代节点的核心生态系统里,这是他最硬核的点, 他有条件和资本再给自己造更大叙事的势能。他每一步走的战略目标都非常明确。

1 9
阿朱安利高速梯子 @your_yourheart ·

@CryptoApprenti1 Indeed, the real danger is that retail investors take other people's exits as a signal to charge forward.

original · zh

@CryptoApprenti1 确实,真正危险的是散户把别人的退场当冲锋信号。

yzz @yzzbitc ·

@CryptoApprenti1 That doesn't change the fact that your account was liquidated.

original · zh

@CryptoApprenti1 那也改不了爆仓的事实呀

1 2
Charles查尔斯 @charles_sofr ·

@CryptoApprenti1 Do you think he'll stop?

original · zh

@CryptoApprenti1 你以为他会收手?

S Li @SLi1778931 ·

@CryptoApprenti1 用別人的錢來買教訓,真TMD 好運

1
Laid @Laidlaw_Zhang ·

@CryptoApprenti1 Is this a wedding gift from Castle Securities to him?

original · zh

@CryptoApprenti1 这是城堡证券送给他的新婚礼物吗?

Hellthing @Hellthing3 ·

@CryptoApprenti1 This idiot shorted a bunch of tech stocks, otherwise how could it only be 400%?

original · zh

@CryptoApprenti1 这傻卵做空了一堆科技,不然怎么才400%。

1 1
马来西亚小韭菜 @Seasui23 ·

@CryptoApprenti1 So A's original shares haven't been sold yet?

original · zh

@CryptoApprenti1 原来a 原始股还没卖掉的啊

Tianhao @tianhao_au ·

@CryptoApprenti1 His biggest loss is his reputation; no one will follow him anymore.

original · zh

@CryptoApprenti1 他最大的损失是信誉,以后不会有人跟着他玩了

当时我就毛咯🤬 @Dswjml1020 ·

@CryptoApprenti1 This is the business between A Bao and the Qilin Society.

original · zh

@CryptoApprenti1 这就是阿宝和麒麟会之间的生意

@CryptoApprenti1 I've learned a lot.

original · ja

@CryptoApprenti1 受教了

3 replies whose parent comment X withheld

Dr.Hash“Wesley” @CryptoApprenti1 · 202K

@zhangjiafan11 Yes, this isn't a portfolio rebalancing, it's an exit. Non-interest-bearing stablecoins have no reason to stay compared to 5% government bonds.

original · zh

@zhangjiafan11 对,这不是换仓是退场。不生息的稳定币在 5% 国债面前,没有一个留下来的理由。

提款机 @OtmAtm · 14K

@CryptoApprenti1 Fortunately, Leopold wasn't wiped out, the YTD return is still over 80%, A-shares are still held, and secondary market investments haven't been withdrawn... The conclusion is that a significant portion of the profits has been given back, but the game is still on the table, and there are still substantial chips to play.

original · zh

@CryptoApprenti1 幸运的是Leopold没有清零,YTD收益还有80%+,A社的股权也还在,二级市场投资也没有退出…结论就是利润回吐一大截,但是还在牌桌上,还有很深的后手筹码

1 1
Mayor Lee @MayorL39214 ·

@OtmAtm @CryptoApprenti1 Is it because of Company A's valuation that its year-to-date (YTD) is still 80%? Otherwise, wouldn't the margin warning be too early?

original · zh

@OtmAtm @CryptoApprenti1 是因为A社的估值,让他的YTD还有80%吗?要不保证金预警的也太早了吧?

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