MEJ毛毛姐
MEJ毛毛姐|5月 11, 2026 16:07
After watching Frank's interview, the biggest feeling is that mature investors truly rely not on emotions and single judgments, but on a stable cognitive framework. He emphasized that US stock investment should first look at the fundamentals of the industry, and then look at the macro environment, which is very inspiring. Many times, the market is driven by interest rates, inflation, and news sentiment, but what truly determines a company's long-term value is the space, competitive barriers, and scarcity of its industry. He mentioned that 'cyclical sense is not a prediction, but a perception of probability distribution', which also indicates that trading is not about guessing the direction every time, but rather breaking down key variables, judging the probability of different outcomes occurring, and placing bets when the odds are appropriate. For example, his heavy holdings in PLTR market value are essentially an early recognition of the long-term value of scarce assets, rather than simply chasing hot topics. Another noteworthy point in this interview is Frank's mention of cross market trading efficiency. In the past, many people regarded the US stock market, cryptocurrency assets, and stablecoin funds as separate markets. However, trading US stocks on Bitget provides a more flexible way of fund allocation. Investors do not need to frequently switch between different accounts and markets, and can quickly capture US stock opportunities and improve the efficiency of fund utilization. For me, this reflects not only the convenience of tools, but also a cross market thinking: excellent traders focus not on the ups and downs of a single market, but on where there are better odds, where there are higher capital efficiency, and where allocation can be completed faster. In the long run, compound interest is not achieved through a one-time windfall, but through the accumulation of cognitive, disciplinary, probabilistic advantages, and financial efficiency. @xiejiayinBitget @GracyBitget @Bitget_zh @qinbafrank @33Bitget
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