LuDAO启航录

DAO常无为，而无不为。如果你相信长期价值，相信复利，关注我。我只分享无论10年还是20年都有用的长期认知与财富思维。已定投btc 8年的我

[LuDAO启航录 @LuDAOInv]

@xukego 难怪他说：只能靠自己了

[LuDAO启航录 @LuDAOInv]

@xukego 看来孙割就是孙割，他一直没有变（本性）。改变的只是他账户里的资产

[LuDAO启航录 @LuDAOInv]

你凭什么相信自己可以一次又一次判断对？

[LuDAO启航录 @LuDAOInv]

今天的coding 很顺利也很投入，状态很好。越来越能感觉到站ai的肩膀上的感觉了。 真正学会让ai做事情、让ai当助理、做员工。

[LuDAO启航录 @LuDAOInv]

@tychozzz 最近体验到了站在ai的肩膀上的感觉。

[LuDAO启航录 @LuDAOInv]

Bottom line: Strategy is both leveraged Bitcoin exposure and a capital-markets machine—but the machine's durability is still an experiment, not a proven fact.

[LuDAO启航录 @LuDAOInv]

Strategy is neither a plain Bitcoin ETF nor a traditional software company. It is a dual-purpose machine: a capital-markets engine that issues stock and debt to buy more Bitcoin, while the Bitcoin itself dominates its balance sheet. @saylor

[LuDAO启航录 @LuDAOInv]

limited dilution from financing costs; and Bitcoin sales kept small enough that the long-term accumulation thesis isn't undermined. Until we see that, the durability case is untested—and the leveraged-Bitcoin-exposure label remains the safer read.