『Aschenbrenner's Fund Lost 67% in July, Still Up 80%』のカバーアート

Aschenbrenner's Fund Lost 67% in July, Still Up 80%

Aschenbrenner's Fund Lost 67% in July, Still Up 80%

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In July, a concentrated AI infrastructure fund run by ex-OpenAI researcher Leopold Aschenbrenner got margin-called into oblivion — and the forced liquidation moved the entire market tape. Jet West breaks down how one crowded, leveraged bet on the physical substrate of AI exposed just how fragile the whole trade really is.
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