Rohan Paul· @rohanpaul_ai · X·· 2026-08-01AI 评分32
AI 导读
Leopold Aschenbrenner 的基金7月下跌67%，年内仍上涨80%，他宣布将继续投资公开股票。他在致LP的信中称接近了不可接受的永久性资本损失，动态类似银行挤兑，许多AI股票回撤一半以上，头寸迅速逆转且市场流动性枯竭。
正文 · 原文
👀Leopold’s complete letter to his LPs
- “We came closer to permanent capital impairment than is acceptable to us.”
- “These dynamics are essentially similar to a bank run: vulnerability begetting more vulnerability.”
- “Many AI names drew down by half or more, while our positive L/S spread reversed violently.”
- “Positions rapidly moved against us and market liquidity dried up.”
Breaking: Leopold's full letter sent to his LPs last night Leopold Aschenbrenner’s fund fell 67% in July but remains up 80% YTD and he announced he'll keep investing in public equities在 X 查看被引用的帖子
来源：Rohan Paul · x.com