$RVI
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警示ATM融资对散户权益的损害及特定股票风险
我关注散户利益，并对 $CRWV 的债务利息、$RVI 的高估发行以及其他像 $AVS 这样极度稀释股权且利于套利投资者的股票进行同样的风险披露。 $IREN 并非被单独点名，但它是利用散户作为流动性来源的热门股票之一。 定向增发(ATM)可能是对散户权益最具破坏性的融资方式。
英文原文
I care about retail interests and I do the same risk disclosures around $CRWV debt interest, $RVI inflated offerings, and other extremely dilutive stocks like $UAVS that benefit arbitrage investors. $IREN is not singled out, but it’s one of the more popular ones that use retail as liquidity. ATMs are probably the most harmful financing methods for retail equity.
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RVI 开盘大跌，批评其持仓为高位套现提供流动性。
$RVI 现已上市，开盘下跌 16%。 很遗憾地说，如果你以 1590 亿美元的估值买入 Stripe 等公司，只是为了让员工和管理层套现； 同时以 750 亿美元的估值买入 Revolt，在其估值刚刚大幅飙升之后； 而与此同时，从 Ayden 到 $HOOD 等公开市场上的金融科技股正在暴跌。 你就是退出流动性（exit liquidity）。
英文原文
$RVI is now live and is down 16% on market open. Sorry to say, but if you’re buying companies like Stripe @ $159B valuations to cash out employees and executives. While buying Revolt @ $75B, after freshly jacked up valuations. All while fintechs in public markets from Ayden to $HOOD are tanking in public markets. You’re exit liquidity.
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警告$RVI持仓集中于高估值公司，建议远离。
Robinhood Ventures $RVI 是一个巨大的危险信号。 $HOOD 重仓了那些在估值虚高时完成融资的公司，例如： - Stripe @ 1400亿美元 - Databricks @ 1340亿美元 - Revolut @ 750亿美元 一个真正的风险投资基金应该看起来像这样： 1. Lightmatter 2. Cerebras 3. SiFive 4. Anduril 5. Anthropic 6. World Labs 7. Fireblocks 8. Bytedance 9. Discord 10. Physical Intelligence 以及其他公司。 该基金的大部分仓位集中在刚刚以极高估值完成融资的公司上。 我会离它远远的，绝不碰。
英文原文
Robinhood Ventures $RVI, is a major red flag. $HOOD concentrates in firms that raised at inflated valuations like: - Stripe @ $140B - Databricks @ $134B - Revolut @ $75B A real venture fund would look like: 1. Lightmatter 2. Cerebras 3. SiFive 4. Anduril 5. Anthropic 6. World Labs 7. Fireblocks 8. Bytedance 9. Discord 10. Physical Intelligence amid others. Majority of this fund is concentrated in firms that freshly raised extremely high valuations. I would not touch this from a mile away.