Duan Yongping, CZ, Mar-a-Lago... What Have Crypto KOLs Been Talking About in the Past 24 Hours?

比推2026-02-19 tarihinde yayınlandı2026-02-19 tarihinde güncellendi

Özet

Over the past 24 hours, Chinese crypto KOLs on X (formerly Twitter) have been actively discussing several key topics. Legendary investor Duan Yongping’s investment moves drew significant attention. His fund, H&H International Investment, held a portfolio worth approximately $17.5 billion at the end of 2025. In Q4, he made a major 11x increase in his Nvidia position, signaling strong confidence in AI computing demand. He also added to his holdings in Pinduoduo and Berkshire Hathaway, while reducing exposure to Apple, Alibaba, and Occidental Petroleum. A controversy emerged around Binance founder CZ (Changpeng Zhao) unfollowing a well-known KOL, "Enheng." Their relationship, which began with CZ helping Enheng profit in early 2025, reportedly soured due to the latter's "bootlicking" and other controversial actions, highlighting the fragile, interest-driven nature of relationships within the crypto circle. Amid the bear market, a common sentiment among discussions was the strategy of "buying when there is silence" and practicing dollar-cost averaging (DCA) into assets like Bitcoin. Many expressed belief that patience and faith in the long-term value of crypto would eventually be rewarded. Finally, the exclusive, invitation-only World Liberty Forum (WLFI) summit, held at Mar-a-Lago and supported by the Trump family, was a hot topic. High-profile attendees included executives from Goldman Sachs, Nasdaq, Coinbase, and Binance. The native token of the event's organizer, WLFI, su...

Sleep in on the third day of the Lunar New Year, then catch up on some reading.

What have the KOLs in the crypto space been talking about in the past 24 hours—

Note: The following content is compiled from the X platform and represents personal opinions. It does not represent the stance of this platform and should not be considered investment advice.

Details of Legendary Investor Duan Yongping's Holdings

Editor's Note: As of the end of 2025, the total market value of holdings managed by Duan Yongping's H&H International Investment was approximately $17.489 billion, equivalent to over RMB 120 billion. Overall, H&H International Investment holds 14 companies, including Apple, Berkshire Hathaway, NVIDIA, Pinduoduo, and others.

In the fourth quarter of 2025, Duan Yongping significantly increased his holdings in NVIDIA, as well as added to his positions in Pinduoduo and Berkshire Hathaway, while also taking new small positions in three AI-related companies. Meanwhile, he reduced his holdings in Apple, Alibaba, Occidental Petroleum, and others.

Popular replies:

Unlike Buffett, Duan Yongping has a very open mindset towards new tech trends;

Judging from the 13F and stock price, Duan Yongping's investment in Occidental Petroleum (OXY) is likely at a floating loss and not yet profitable;

As someone who's in San Francisco every day, he really dared to invest in corewave;

Duan Yongping increased his NVIDIA holdings by 11 times—this signal is clear enough. He has always had a concentrated, non-diversified style, showing strong confidence in AI computing demand;

CZ Unfollows a "Well-Known" KOL, Sparking Controversy

Editor's Note: The shift from CZ's interactions with Enheng in early 2025 (CZ reposting to help him profit) to the current split (unfollowing due to Enheng's bootlicking and a series of puzzling actions) reflects the fragile relationships driven by interests in the crypto circle. Enheng's rise relied on CZ's halo, but controversy and失控的舆论 accelerated the collapse of his "crown prince" aura.

Bear Market Reflection: Buy When No One is Interested?

Popular replies:

It's a bear market. Unless it's a project with certain outcomes, it's really better to DCA into BTC at the right price. The power of belief will eventually bring you returns and not辜负 your efforts.

DCA slowly, be friends with time, and good results will follow.

Mar-a-Lago WLFI Summit

The World Liberty Forum is an invitation-only closed-door summit hosted by the Trump family-supported DeFi protocol World Liberty Financial (WLFI). Attendees included Goldman Sachs CEO David Solomon, Nasdaq Chair Adena Friedman, Coinbase founder Brian Armstrong, Binance's CZ, and others. Many Chinese-speaking KOLs were also invited and shared from the scene. Possibly influenced by this news, WLFI rose over 22% in 24 hours.

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İlgili Sorular

QWhat were the key changes in Duan Yongping's investment portfolio in Q4 2025?

AIn Q4 2025, Duan Yongping significantly increased his holdings in NVIDIA, Pinduoduo, and Berkshire Hathaway. He also made small new investments in three AI-related companies. Meanwhile, he reduced his positions in Apple, Alibaba, and Occidental Petroleum.

QWhy did CZ unfollow the well-known KOL 'Enheng' on social media?

ACZ unfollowed the KOL 'Enheng' due to a series of controversial actions, including excessive flattery, which led to a breakdown in their previously beneficial relationship that had helped Enheng gain profits and prominence earlier in 2025.

QWhat investment strategy is suggested for a bear market according to the crypto KOLs discussed?

AThe suggested strategy for a bear market is to gradually dollar-cost average into Bitcoin (BTC) at appropriate price levels, emphasizing patience and long-term faith in its value rather than chasing uncertain projects.

QWhat is the World Liberty Forum (WLFI) and who were some notable attendees?

AThe World Liberty Forum is an invitation-only closed-door summit supported by the Trump family and hosted by the DeFi protocol World Liberty Financial (WLFI). Notable attendees included David Solomon (CEO of Goldman Sachs), Adena Friedman (Chair of Nasdaq), Brian Armstrong (Founder of Coinbase), and CZ (Binance).

QHow did the WLFI token perform following the announcement of the summit, and why?

AThe WLFI token increased by over 22% in 24 hours, likely influenced by the announcement of the high-profile summit and the attendance of prominent financial and crypto industry leaders.

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