Author: Far Mountain Insight
Zhang Xue arrived 20 years early. How long have Saylor and Tom Lee been early?
Zhang Xue's motorcycle swept the screen; after looking into it, I found it hard to hold back and thought of our crypto version of Zhang Xue.
Did not graduate from middle school, lost his father at 10, at 19 rode a broken motorcycle in the rain chasing a TV station's car for 3 hours, just to be filmed riding a motorcycle.
Founded Zhang Xue Motorcycles in 2024, delivered the first batch of motorcycles in 2025,
In 2026, at the WSBK World Superbike Championship, crushed the European, American, and Japanese giants like Ducati, Yamaha, and Kawasaki that have dominated the track for decades.
Two days, two crowns, leading by nearly 4 seconds. But what really kept me on edge was not the inspirational story, but the data.
Last year's output value was 750 million, with R&D investment of 69.58 million, and an annual loss of 22.78 million. In January this year, raised 90 million in Series A, with a valuation of 1.09 billion.
The 820RR starts at 43,800, while imported vehicles with the same configuration cost at least 100,000. Opened for reservations for 100 hours, securing 5,543 orders.
A company that is losing money has made a motorcycle that crushes century-old giants, selling for less than half their price, with orders still lining up.
Then I discovered something even more interesting.
Some people in Crypto are doing the exact same operation: losing money, frantically increasing positions.
- Saylor of Strategy, holds 738,000 BTC, but last week he spent 1.28 billion buying 17,994 BTC.
- Tom Lee of BitMine, hoarding 4.4 million ETH, with an unrealized loss of about 7.4 billion, increasing positions weekly in February and March.
Zhang Xue, Saylor, Tom Lee, three people on three tracks, but their underlying actions are completely the same: when everyone thinks he is crazy, he is using losses to exchange for chips.
But the difference lies in the speed of verification.
Zhang Xue's answer came out in two days.
Leading by 3.669 seconds in the first round, winning again in the second round. Every penny spent on R&D was directly responded to by the track.
Saylor and Tom Lee's answers are still on the way. BTC and ETH have no track to run on, and the return on positions can only be verified by time.
However, after looking into Zhang Xue's experience, there is one detail that impressed me deeply.
He founded the company in 2024 and delivered the first batch of motorcycles in 2025. There was only one year in between. During this year, he lost money making motorcycles, and no one believed him, "What motorcycle can a middle school dropout make?" Then last weekend, the answer came.
Before the answer is revealed, "madman" and "pioneer" seem exactly the same.
Most people who bet against the trend in the world do indeed lose in the end. But occasionally there are a few who are not crazy, just early.
Zhang Xue arrived 20 years early. How long have Saylor and Tom Lee been early?
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