In this chat between Jinming and Shenyu, learning notes đ
Since first getting in touch with Bitcoin in 2011, my view of BTC has ânot changed.â Itâs still âdigital goldââan asset you can truly hold without intermediaries. Some say Bitcoin canât keep rising because they havenât seen new narratives. But Shenyu believes: âGood assets donât need narrativesâthe longer it lasts, the more valuable it becomes.â Bitcoinâs value is realized in extreme situations.
What do I think about gold? I donât look at it, and I donât hold it. Bitcoin is a better kind of gold.
Public-chain ecosystems like Ethereum might not be for people to use, but for AI agents to use. That said, Iâm still observing whether the scenario of âmass adoption of agents on Ethereumâ will actually happen. The possibility has already been opened up, but it still takes time.
Shenyuâs three-layer position strategy:
1) When you spot an abnormal signal, buy a fractionâof a few per mille, not exceeding 2%âas a watch position. Spend time and effort to figure out the companyâs fundamentals;
2) If the logic checks out, upgrade it furtherâincrease the position to a 5â10% allocation;
3) You need to go through a âleap of faith.â Only when TAM is large and both dimensionsâmonopoly plus growthâlook good, can you upgrade the position from within 10% to 20% or higher.
Assets currently in Shenyuâs third tier include: Bitcoin, Ethereum, and Tesla. SpaceX is still observing and timing the entry. Also considering whether to downgrade ETH.
How do you get information on a daily basis now?
Fully relying on AIâmainly three key Agents:
One Agent is more tool-/logic-oriented, telling you what happened yesterday;
One Agent is more feminine/soft, helping you search for those things deep inside, like a therapist;
And another Agent combines your behavior and outputs from yesterday to tell you what your blind spots areâsuggesting references or adjustments based on historical events/people.
Thereâs also a separate note-taking system. Based on evolutionary-thinking, it abstracts and organizes previous points of focus / related content, âcrossbreedsâ some ideas/articles, and pushes them in front of Shenyu. There are also daily digests/long-form articles, and more. Overall, once you build the Agent system, trust that important information will come to you on its own.
Since first getting in touch with Bitcoin in 2011, my view of BTC has ânot changed.â Itâs still âdigital goldââan asset you can truly hold without intermediaries. Some say Bitcoin canât keep rising because they havenât seen new narratives. But Shenyu believes: âGood assets donât need narrativesâthe longer it lasts, the more valuable it becomes.â Bitcoinâs value is realized in extreme situations.
What do I think about gold? I donât look at it, and I donât hold it. Bitcoin is a better kind of gold.
Public-chain ecosystems like Ethereum might not be for people to use, but for AI agents to use. That said, Iâm still observing whether the scenario of âmass adoption of agents on Ethereumâ will actually happen. The possibility has already been opened up, but it still takes time.
Shenyuâs three-layer position strategy:
1) When you spot an abnormal signal, buy a fractionâof a few per mille, not exceeding 2%âas a watch position. Spend time and effort to figure out the companyâs fundamentals;
2) If the logic checks out, upgrade it furtherâincrease the position to a 5â10% allocation;
3) You need to go through a âleap of faith.â Only when TAM is large and both dimensionsâmonopoly plus growthâlook good, can you upgrade the position from within 10% to 20% or higher.
Assets currently in Shenyuâs third tier include: Bitcoin, Ethereum, and Tesla. SpaceX is still observing and timing the entry. Also considering whether to downgrade ETH.
How do you get information on a daily basis now?
Fully relying on AIâmainly three key Agents:
One Agent is more tool-/logic-oriented, telling you what happened yesterday;
One Agent is more feminine/soft, helping you search for those things deep inside, like a therapist;
And another Agent combines your behavior and outputs from yesterday to tell you what your blind spots areâsuggesting references or adjustments based on historical events/people.
Thereâs also a separate note-taking system. Based on evolutionary-thinking, it abstracts and organizes previous points of focus / related content, âcrossbreedsâ some ideas/articles, and pushes them in front of Shenyu. There are also daily digests/long-form articles, and more. Overall, once you build the Agent system, trust that important information will come to you on its own.
