When Dan Bin's holdings were revealed, I was stunned.
Over a billion dollars, 92% of his portfolio, all tied up in one place.
This isn't an investment; it's a staking claim to the "future of technology."
Nvidia, Google, Microsoft... all are AI's darlings.
He's even discounted "old wave" companies like Amazon and Netflix.
To put it bluntly, he's shifting money from "good companies of the past" to "the lifeblood of the future."
Is this a ruthless move?
Yes.
But is he lonely?
Not at all.
Look, Wood Sister is also buying Alibaba. The bigwigs' intentions are completely transparent.
The signals are no longer subtle; they're outright warnings: The wind is blowing, the money is flowing, and the future is here.
We're still fighting for a few thousand yuan in salary, still hesitating about whether to upgrade our phones. They've already staked all their chips on the most certain trend of the next ten or thirty years.
Sometimes, I really feel that the biggest difference between people isn't money.
It's their understanding of trends and the courage to place a big bet. $SOL
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