Investment is about finding founders who "emerge from the mud without being stained."

CN
5 hours ago

In the past few days, influenced by the overall external environment, the cryptocurrency market has experienced a widespread decline. As of the time of writing, Bitcoin has fallen below $80,000, and Ethereum has dropped below $2,400.

Readers who are familiar with my views know that such a widespread decline is not significant for true investors holding physical assets, and for those who genuinely believe in the future potential of cryptocurrency assets, this is precisely a good time to look for promising varieties to invest in.

For example, Ethereum's price is not only below my current set investment price of $3,000 but also below my earlier set investment price of $2,500. If you are optimistic about it, what is there to hesitate about?

Meanwhile, there have been reports online about certain big names and KOLs facing liquidation.

I have no feelings about such liquidation events. I have even less interest in those so-called "big names" and "KOLs" affected. Such events occur every time there is a significant market drop, and they are nothing new.

However, this time, I feel differently about a company that I had not particularly focused on before, and I suddenly have a special concern for it.

That company is MicroStrategy.

In the past few days, the U.S. has released a batch of highly anticipated documents.

In the tech world, one person who has not been implicated in those documents is Michael Saylor.

Previously, I had a very ordinary impression of this person; I simply thought he was a bit awkward, reclusive, and stubborn. But after this incident, I feel he is a rare person who remains untainted by the mud and has a genuine inner pursuit.

In such an environment, being able to remain untainted by the mud while persistently adhering to one's ideals and beliefs, such a person and the company he leads should receive good outcomes and rewards.

However, pursuing ideals and adhering to beliefs also requires using the right methods, especially in financial matters, where one must be more cautious to ensure stability and longevity. So I truly hope his company has not taken on too much leverage and does not get affected in the upcoming potentially volatile market.

Interestingly, the documents also mention Satoshi Nakamoto. The documents show that Satoshi received an email inviting him to explain the technology behind Bitcoin, but he simply responded: Go Fuck Yourself.

The soul and essence of Bitcoin are injected by such individuals, which perhaps destined Bitcoin to be anything but ordinary.

Steve Jobs and Jensen Huang were also not implicated in the documents.

If we combine their consistent performance and behavior with these documents, the picture becomes clearer: they are workaholics who invest all their energy and time into their companies and careers.

This portrayal also makes the companies they founded appear even more brilliant and shining, allowing me to see those companies and their founders from different angles.

At the same time, these documents reveal the true nature of a significant portion of the so-called "elites." After understanding this, we no longer need to view those so-called lofty images as overly mysterious or to look at them through glamorous colored glasses.

All those who have genuine pursuits and lofty ideals, along with their companies, deserve our respect. Although such people and companies are few, it is precisely because of them that human history continues to advance and human civilization continues to evolve.

These individuals are not only worthy of our respect but also deserving of our appreciation.

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