王不爱|Nov 13, 2025 12:10
Bitcoin only went up 10 points in all of 25 years… $BTC
Compared to NVIDIA, the returns seem a bit weak… $NVDA
With year-end portfolio rebalancing coming up, it's also the time for LP redemptions…
In November and December, I’m guessing there will be some mid-to-small-sized funds in the crypto space blowing up.
The 10/11 black swan events caused many funds to lose half a year or even a year’s worth of profits (maybe more).
If LPs want to redeem now and there’s no money to pay out, it’s GG …
Multiple rescue plans needed
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