中文翻译
如果催化剂（如光子学 Photonics）尚需时日，我倾向于追求长期资本利得税优惠。例如，我目前持有一笔 $AXTI 头寸，未实现收益约为 450%。但如果出现重大事件（如格陵兰和平协议）可能损害你的国防多头头寸（如持有 $ONDS），那么将约 80% 的收益作为短期资本利得税结算，可能比经历“过山车”回到盈亏平衡点再免税更好。
· 方法论
根据催化剂远近，权衡长期与短期资本利得税策略。
英文原文
I try and aim for long term capital gains tax if the catalyst is far enough (eg. Photonics). For example I’m sitting on unrealized ~450% return one of my $AXTI positions. But if there’s a major event like Greenland peace deal that would hurt your defense longs like $ONDS if you had it. Then just taking short term capital gains on like a 80% return is probably better than round tripping to breakeven then paying no tax on that