Shenyu: Knowledge and Action in the Age of AI
A deep conversation between Shenyu, co-founder of Cobo, and Jin Ming, founder of Jilian Technology, explores investment frameworks, Bitcoin, DeFi, AI Agents, and the meaning of life. Shenyu reflects on his journey, moving past his early identity as a "mining magnate" to embrace a highly rational and introspective mindset.
He describes DeFi as a "compressed course in financial history," a real-world experimental field where participating in protocols like lending and liquidity mining offers a rapid education in centuries of financial evolution. His investment framework grew organically from this practice: acting first, learning from market results, abstracting principles, and eventually developing intuition, all while constantly questioning and filling theoretical gaps.
On AI, Shenyu observes that while it drastically lowers the cost of execution from idea to product, making tools and knowledge highly accessible, it amplifies the importance of human direction, judgment, and will. The near-infinite possibilities can lead to builder's迷茫 (confusion), and he admits to currently seeking a new, large-scale systemic direction while defining a builder's purpose as creating new possibilities for the world.
He deeply integrates AI Agents into his life, using them not just as efficiency tools but as "cognitive external brains." He employs a system for filtering information and three specialized Agents: one for rational decision-making, one for emotional analysis and empathy, and another to identify his cognitive blind spots.
Regarding core assets, his primary filter is a sufficiently large Total Addressable Market (TAM) backed by a long-term macro vision. He follows a three-tier position management process, currently holding only Bitcoin, Ethereum, and Tesla in his core portfolio, with SpaceX under observation. He notes Ethereum's core status is being re-evaluated based on its potential to become infrastructure for AI Agent collaboration.
Shenyu views Bitcoin as "better gold," representing a paradigm of "digital currency + AI" versus "gold + industrial capacity." Its core advantage is complete disintermediation, granting true individual asset sovereignty. He pairs this with AI, which amplifies individual productive capability.
His investment philosophy is "few but deep." He rejects traditional diversification for its own sake, arguing that in true systemic crises, asset correlations converge. He believes real defensive strength comes from deep understanding of a few assets, not owning many.
marsbit19m ago
