In the Chinese X community, Frank @qinbafrank is one of the rare all-around talents who can connect the dots across AI, macroeconomics, supply chains, and crypto. He is also an experienced, deeply thoughtful top investor with a robust framework for navigating multiple markets. This interview, spanning 13 chapters, progressively explores everything from his personal framework to the three major AI debates, commercialization inflection points, optical interconnects/CPO, capital rotation logic, liquidity impacts from SpaceX’s IPO, and finally, BTC’s new normal and correction levels. I read it thoroughly—truly astonishing and immensely enlightening.
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