🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-28 11:37:38时区推断·⟳ 抓取 06-03 20:43:21回填·⚡ 决策 06-17 17:38:35·132.0 天前
KOL发表投资理念感想帖，提及持有RDDT和CRCL但无实质催化剂
📄 原文Serenity↗ 原文
I don’t post USD values of positions from $RDDT to $CRCL since they’re irrelevant. What matters are the core thesis/ide…
不做 RDDT.US
KOL感想帖/纯噪音，未提供关于标的的基本面增量信息或具体投资逻辑，无可交易催化剂
不做 CRCL.US
KOL感想帖/纯噪音，未提供关于标的的基本面增量信息或具体投资逻辑，无可交易催化剂
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 864 字
I don’t post USD values of positions from $RDDT to $CRCL since they’re irrelevant.
What matters are the core thesis/ideas:
The % outcome in the market validates them, not the size of a portfolio and USD values going up a lot (like .01% of $10M).
I’ve said this before as well to any small X content creator who gets made fun of because of a $5K port or $25K port.
They should be listened to as well for their ideas, not how much money they have.
It’s the same reason I don’t cite my background in RISC-V to publishing papers in AI Labs when I post a thesis:
They’re based on the core idea.
Not authority.
All the endless noise ended up getting to my head so I gave in once posting $SIVE figures.
Substance is what matters and I think that’s largely why my account got such a huge following recently.
And I encourage others to focus on that as well.
What matters are the core thesis/ideas:
The % outcome in the market validates them, not the size of a portfolio and USD values going up a lot (like .01% of $10M).
I’ve said this before as well to any small X content creator who gets made fun of because of a $5K port or $25K port.
They should be listened to as well for their ideas, not how much money they have.
It’s the same reason I don’t cite my background in RISC-V to publishing papers in AI Labs when I post a thesis:
They’re based on the core idea.
Not authority.
All the endless noise ended up getting to my head so I gave in once posting $SIVE figures.
Substance is what matters and I think that’s largely why my account got such a huge following recently.
And I encourage others to focus on that as well.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。