Source: 吴说 ↗
从比特币到全球宏观：我的投资方法，如何被市场和 AI 改变
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What the source reports
文章围绕 NDV 创始合伙人 Jason Huang 的投资方法展开，介绍其从比特币相关资产扩展至全球宏观和大宗商品的研究变化，并通过 GBTC、农产品、MSTR 等案例，说明其对价格支撑、供需变化、估值、风险承受范围和等待时间的判断。文章还讨论了 ETF、机构资金、稳定币、AI 研究工具及公开表达对其投资决策和资金管理方式的影响。
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Market figures are live reference data, not evidence that this report caused a price movement. Not financial advice.
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