
Data-driven insights on AI, Crypto & US Equities. Connecting the dots: AI ➡️ Macro ➡️ Tech Stocks ➡️ Crypto. Focused on: Institutional Flows. @PKU1898 Alumni.
HongKong, China
Joined June 2016
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Bruce | AI & Crypto Macro retweeted
Should companies be able to approve or veto the tokenization of their stocks?
Another $Trump ?? @realDonaldTrump
Bruce | AI & Crypto Macro retweeted
if you believe that tokenized equities are this cycle's darling play, $SHROOM is one of the purest ways to be long
concept is shared liquidity layer / interop for all stocks on RH chain via $SHROOM as a common asset, i.e. it monetizes flows which feeds flywheel to grow pools which in turn attract more flows
more volume > more fees > more liquidity > more volume
launched by berachain dev and defi veteran @0xcarnation yesterday and is already up to nearly $7m in 24 hr stock-paired volume across 22 pools with $1m in liquidity (and growing)
Lets do this again then vfat.tools/robinhood/ripe/
Encountered @cz_binance’s life memoir “幣安人生” at Joint Publishing (三联书店) in Hong Kong! 📚 – at Wan Chai District, Hong Kong
Bruce | AI & Crypto Macro retweeted
这是一份珍贵的「失败创始人数据库」。
一位 Crypto VC 创始人,用九年时间、上百个项目的代价建立起来。
里面没有成功案例。记录的全是那些看走眼的人、投错的项目,以及那些明明资质极强、方向也没错,却最终倒在半路上的创始人。
资本市场没有重来一次的机会。但如果能够系统地理解失败,我们或许就能离正确更近一点。
Bruce | AI & Crypto Macro retweeted
一只跟踪 SK 海力士的 2 倍 ETF,正在成为亚洲 ETF 市场的资金黑洞 🌀🌀
这件事的起点其实很简单
SK 海力士——AI 时代最核心的「卖铲子公司」之一,HBM 内存几乎是英伟达 GPU 的标配。
然后香港市场做了一件很激进的事:推出了一只跟踪它的 2 倍杠杆 ETF。
本来只是一个工具型产品,但它的走势开始变得不太「工具」
据报道,这只 ETF 的资产管理规模已经冲到约 130 亿美元级别,在不到 8 个月时间里完成了爆发式扩张📈🚀
两个月内规模翻了 3 倍以上,甚至占到香港 ETF 市场约 13% 的份额
更夸张的是,它已经成为亚洲增长最快的 ETF 产品之一
11 名员工,管理全球第 4 快的 ETF 规模增长
关键在于它追踪的标的,正在被 AI 叙事持续强化,而杠杆结构又把这种情绪放大了一倍。
于是你看到的不是一个金融产品,而更像是一个「情绪放大器」:
AI 需求 → 半导体上涨 → 杠杆 ETF 资金流入 → 再反向推高标的关注度。
形成了闭环⭕️
南方东英甚至已经上调了期权持仓上限来应对流动性需求。
市场不是在被动定价 AI。它开始主动「加速」AI 的定价方式。
这种结构过去通常只出现在极端行情里。
现在,它变成了常态产品。
而这或许才是更值得注意的部分。
Bruce | AI & Crypto Macro retweeted
When you’re in the middle of world politics but still thinking about 𝕏
The man who co founded the world’s largest stablecoin was arrested by Interpol in a Spanish villa with guns, machetes and child pornography
His name is Brock Pierce
If you’ve ever held USDT, the $140 BILLION stablecoin that settles more daily volume than Visa in some months you’ve used a product he co founded
Brock Pierce was a Disney child actor. He starred in The Mighty Ducks, D2, and First Kid
At 16 he met a 40 year old businessman named Marc Collins Rector
Collins Rector was building Digital Entertainment Network. A pre YouTube streaming platform funded by David Geffen, Microsoft, and Dell
They raised $60 MILLION and were planning a $75 MILLION IPO
At 17 Pierce was VP at a base salary of $250,000
Pierce, Collins Rector, and Collins Rector’s boyfriend lived together in a 12,600 square foot mansion in Encino
The mansion hosted parties attended by Hollywood’s A list: Bryan Singer, David Geffen and Gary Goddard
DEN’s flagship show “Chad’s World” was co-written by Collins Rector, produced by Pierce, and targeted “gay and questioning teen boys”
In October 1999 a young man filed a lawsuit alleging Collins Rector had sexually molested him for three years starting at age 13
The IPO collapsed
In July 2000 three more former DEN employees filed a sexual abuse lawsuit naming Pierce, Collins-Rector, and Shackley together alleging rape, assault, drugging of minors and death threats
Collins Rector was indicted for transporting minors across state lines for sex
All three men fled to Spain
Interpol arrested them in Marbella in 2002. Guns, machetes, and child pornography were found in the house
Pierce was released without criminal charges. Collins Rector pleaded guilty to eight counts of child enticement and registered as a sex offender
The civil lawsuits against Pierce were “dismissed and/or settled out of court.”
He settled with at least one plaintiff for $21,600. He has consistently denied all allegations
In 2014 Pierce co-founded Tether originally called Realcoin
Tether became the largest stablecoin in crypto. By 2019 USDT was processing higher daily volume than Bitcoin itself
Tether has never been audited by a Big Four firm. Their first audit attempt with Friedman LLP was abruptly disbanded in 2018 with no explanation
In 2021 Tether settled with the New York Attorney General for $18.5 MILLION over misrepresenting their reserves
The connections kept growing
Pierce founded Blockchain Capital. In that role he helped Jeffrey Epstein become an early investor in Coinbase
He spoke at Epstein’s “Mindshift” conference in 2011 - three years AFTER Epstein had been convicted of soliciting prostitution from a minor
In February 2026 the US Department of Justice released emails from Epstein’s files. One email from Pierce to Epstein read: “a boat in Antigua full of amazing Ukraine’s finest” was waiting for him
The system runs on USDT. USDT was built by Brock Pierce. And Brock Pierce has answered the same questions about the same allegations for a quarter century































