Sun Yuchen sold off his ETH last year
TRON founder Sun Yuchen recently spoke with Jin Ming for 3.5 hours, laying out all his positions outside of TRON (ChainCatcher report, 10-17)
$ETH: Sold 80%–90% of his risk-on position in the $3,600–$4,000 range last year
Now he’s holding just 20% as a core position and waiting on the sidelines; he still hasn’t bought back what he sold
ETH is only around $2,410 today (10-18 data)
$BTC: Hasn’t sold a single coin; considers it a “core holding” and keeps it isolated in a cold wallet
But he’s not entirely relaxed about BTC either: he’s concerned about the impact of quantum computing and AI algorithms, and thinks the market hasn’t priced in that risk yet
Most of the money from trimming his ETH went into U.S. stocks
Nvidia is his largest U.S. stock holding, and he’s holding it without trimming; he also has a large position in the Nasdaq 100 but is slightly bearish in the medium term; he has no A-share holdings
He sums up the two coins very plainly: ETH is a risk-on asset, BTC is a core holding
Even he hasn’t dared to buy back ETH—the market really hasn’t bottomed out at this level
#孙宇晨持仓 $ETH $BTC
Just my personal opinion; this is not investment advice
TRON founder Sun Yuchen recently spoke with Jin Ming for 3.5 hours, laying out all his positions outside of TRON (ChainCatcher report, 10-17)
$ETH: Sold 80%–90% of his risk-on position in the $3,600–$4,000 range last year
Now he’s holding just 20% as a core position and waiting on the sidelines; he still hasn’t bought back what he sold
ETH is only around $2,410 today (10-18 data)
$BTC: Hasn’t sold a single coin; considers it a “core holding” and keeps it isolated in a cold wallet
But he’s not entirely relaxed about BTC either: he’s concerned about the impact of quantum computing and AI algorithms, and thinks the market hasn’t priced in that risk yet
Most of the money from trimming his ETH went into U.S. stocks
Nvidia is his largest U.S. stock holding, and he’s holding it without trimming; he also has a large position in the Nasdaq 100 but is slightly bearish in the medium term; he has no A-share holdings
He sums up the two coins very plainly: ETH is a risk-on asset, BTC is a core holding
Even he hasn’t dared to buy back ETH—the market really hasn’t bottomed out at this level
#孙宇晨持仓 $ETH $BTC
Just my personal opinion; this is not investment advice