Post
wesley教授
Influential Creator
今天市值榜悄悄换了把交椅：苹果 5.03 万亿反超英伟达，重回全球第一。别小看这个排位，市场在用真金白银投票，这一轮它开始奖励「自由现金流」，惩罚「画饼」。
苹果过去一年涨 27%，资本开支克制、现金厚；英伟达这一个月跌了 10%，身上背着整条 AI 军备竞赛的估值。风向，是真的变了。
同样的逻辑搬到币圈一样成立：去泡沫的阶段，谁的叙事靠烧钱硬撑，谁就最先被重新定价。我这阵子把杠杆砍到地板、大半是现金，不是看空谁，是认清了克制本身就是 alpha。$BTC
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