· 杂谈
媒体对 Leopold 的定性以及 X 上的反应简直荒谬。将他从 $SNDK 到 $BE 的成功多年论点框架描述为“崩溃”或“失败”。在 7 月令人惊讶的暴跌后，再对他进行人身攻击，目睹这一切真是可悲。这几乎就像每个人都在为他人的倒台欢呼。是的，7 月的暴跌暴露了 SA（Serenity Asset Management）在杠杆、流动性管理和对冲方面的问题。但他目前的年初至今（YTD）表现仍为 +80%，位列表现最好的对冲基金之列。而且经历这一切后，他仍然持有公开股票（只是去除了杠杆）。我认为他正在做独特且成功的事情。而这引来了他人的嫉妒。
The media framing and X reactions around Leopold are egregious. Framing his successful multi-year thesis from $SNDK to $BE as a "collapse" or "failure". After July's surprising crash, then personally attacking him on top is just pathetic to witness. It's almost like everyone is cheering for the downfall of others. Yes, July's crash exposed problems with SA’s leverage, liquidity management, and hedging. But his current YTD performance remains +80%, ranking among the best performing hedge funds. And he still has public equities after all this (just removed leverage). I think he's doing something unique while being successful at it. And this draws the envy of others.