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陈悦天
@Zhihu 知乎
交易、能源与文明：投资背后的三层底层逻辑
引言：一年交易实践，窥见价值本质从去年2024年10月的meme浪潮开始，我终于开始密集做交易，做投资这么多年，交易做的少，真做起来的时候发现一点都不懂，好歹算是学得快悟得快的。 历经一年打磨，形成了币+股的大致风格和操作思路，主要看宏观。跑了一年，fund level 30%的样子，盈利之余，沉淀出了对投资、交易、经济与文明的一些思考——投资决策从来不是孤立的标的选择，而是对资金流动、价值源头与文明底色的综合判断。一、…
3 months ago