{"id":717757,"date":"2026-02-06T17:45:13","date_gmt":"2026-02-06T09:45:13","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=717757"},"modified":"2026-02-06T17:45:13","modified_gmt":"2026-02-06T09:45:13","slug":"dovey-wan%ef%bc%9a%e9%a6%99%e6%b8%af%e5%9c%88%e5%ad%90%e5%be%88%e5%b0%8f%ef%bc%8c%e6%b2%a1%e5%90%ac%e8%af%b4%e6%9c%89%e5%93%aa%e5%ae%b6%e6%9c%ba%e6%9e%84%e5%87%ba%e4%ba%8b%e4%ba%86","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=717757","title":{"rendered":"Dovey Wan\uff1a\u9999\u6e2f\u5708\u5b50\u5f88\u5c0f\uff0c\u6ca1\u542c\u8bf4\u6709\u54ea\u5bb6\u673a\u6784\u51fa\u4e8b\u4e86"},"content":{"rendered":"<p>\u6bd4\u63a8\u6d88\u606f\uff0c Primitive Ventures \u521b\u59cb\u5408\u4f19\u4eba Dovey Wan \u5c31\u201c\u5e02\u573a\u4e0b\u8dcc\u6216\u56e0\u67d0\u9999\u6e2f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91\" title=\"View all posts in \u5bf9\u51b2\u57fa\u91d1\" target=\"_blank\" class=\"tag_link\">\u5bf9\u51b2\u57fa\u91d1<\/a>\u56e0 IBIT \u671f\u6743\u4ea4\u6613\u7206\u4ed3\u201d\u7684\u4f20\u95fb\u4e8e X \u53d1\u6587\u8868\u793a\uff0c\u8eab\u5904\u201c\u9999\u6e2f\u57fa\u91d1\u201d\u8fd9\u4e2a\u4e9a\u6d32\u5708\u5b50\u91cc\uff0c\u6211\u5f97\u8bf4\u51e0\u53e5\u76f8\u53cd\u7684\u770b\u6cd5\u3002<\/p>\n<p>1. \u5173\u4e8e\u7a0e\u52a1\uff1a\u9999\u6e2f\u6839\u672c\u5c31\u6ca1\u6709\u8d44\u672c\u5229\u5f97\u7a0e\uff08Cap Gains\uff09\uff0c\u6240\u4ee5\u6240\u8c13\u7684\u201c\u7a0e\u52a1\u4f18\u5316\u6536\u5272\u201d\u89d2\u5ea6\uff0c\u57fa\u672c\u4e0a\u90fd\u662f\u4ece<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u89c6\u89d2\u770b\u7684\uff0c\u5bf9\u6211\u4eec\u8fd9\u4e0d\u9002\u7528\u3002<\/p>\n<p>2. \u5173\u4e8e\u4f20\u95fb\uff1a\u6211\u4eec\u6b63\u5728\u5bf9\u9999\u6e2f\u6700\u5927\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%af%94%e7%89%b9%e5%b8%81\" title=\"View all posts in \u6bd4\u7279\u5e01\" target=\"_blank\" class=\"tag_link\">\u6bd4\u7279\u5e01<\/a>\u671f\u6743<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ad%96%e7%95%a5\" title=\"View all posts in \u7b56\u7565\" target=\"_blank\" class=\"tag_link\">\u7b56\u7565<\/a>\u57fa\u91d1\u8fdb\u884c\u5c3d\u804c\u8c03\u67e5\uff08DD\uff09\u3002\u4ece\u4ed6\u4eec\u6700\u8fd1\u51e0\u4e2a\u6708\u7684\u8868\u73b0\uff0c\u4ee5\u53ca\u6211\u4eec\u548c\u4ed6\u4eec\u7684\u6c9f\u901a\u6765\u770b\uff0c\u81ea 10 \u6708 11 \u65e5\u4ee5\u6765\u6839\u672c\u6ca1\u4ec0\u4e48\u5e7a\u86fe\u5b50\uff08drama\uff09\u3002\u9999\u6e2f\u5708\u5b50\u5f88\u5c0f\uff0c\u5927\u5bb6\u53c8\u7231\u516b\u5366\uff0c\u8c01\u8981\u662f\u771f\u51fa\u4e8b\u4e86\uff0c\u6839\u672c\u4e0d\u53ef\u80fd\u6342\u4f4f\uff0c\u6bd4\u5982\u4e0a\u6b21\u9999\u6e2f\u57fa 3AC \u5173\u8054\u7684\u505a\u5e02\u5546 Taipingshan \u66b4\u96f7\uff0c\u6211\u4eec\u51e0\u4e4e\u662f\u7b2c\u4e8c\u5929\u5c31\u77e5\u9053\u4e86\u3002<\/p>\n<p>3. \u5173\u4e8e\u8d44\u91d1\u6d41\u5411\uff1a\u65e9\u5728\u5b9e\u7269\u7533\u8d4e\u673a\u5236\uff08in-kind redemption\uff09\u51fa\u73b0\u4e4b\u524d\uff0c\u5f88\u591a\u4e9a\u6d32\u7684\u8001\u6d3e\u6bd4\u7279\u5e01\u5de8\u9cb8\uff08OG whales\uff09\u5c31\u5df2\u7ecf\u628a\u8d44\u4ea7\u5355\u5411\u5151\u6362\uff08one way swap\uff09\u5230\u4e86 IBIT \u8fd9\u7c7b\u5408\u89c4\u6e20\u9053\u91cc\uff08\u5f53\u65f6\u53ea\u6709 Galaxy \u8fd9\u5bb6\u505a\u5e02\u5546\u80fd\u505a\uff0c\u61c2\u7684\u90fd\u61c2\uff09\u3002\u8fd9\u4e48\u505a\u4e3b\u8981\u662f\u4e3a\u4e86\uff1a\u4fdd\u7ba1\u66f4\u7701\u5fc3\uff1b\u964d\u4f4e\u8fd0\u8425\u548c\u4ea4\u6613\u5bf9\u624b<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9\" title=\"View all posts in \u98ce\u9669\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669<\/a>\uff1b\u5728\u4f20\u7edf\u91d1\u878d\uff08TradFi\uff09\u4f53\u7cfb\u5185\u66f4\u65b9\u4fbf\u5730\u4f5c\u4e3a\u62b5\u62bc\u54c1\u6d41\u52a8\uff1b\u80fd\u66f4\u5e72\u51c0\u5730\u6d41\u8f6c\u5230\u5176\u4ed6\u4f20\u7edf\u91d1<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%9e%8d%e8%b5%84\" title=\"View all posts in \u878d\u8d44\" target=\"_blank\" class=\"tag_link\">\u878d\u8d44<\/a>\u4ea7\u91cc\u3002<\/p>\n<p>4. \u5173\u4e8e\u4ea4\u6613\u4e60\u60ef\uff1a\u4ece 2025 \u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\uff0c\u6bd4\u7279\u5e01\u7684\u4ea4\u6613\u6d3b\u52a8\u5728\u7ed3\u6784\u4e0a\u660e\u663e\u66f4\u503e\u5411\u4e8e\u7f8e\u80a1\u4ea4\u6613\u65f6\u6bb5\uff08\u5c24\u5176\u662f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ba%bd%e7%ba%a6\" title=\"View all posts in \u7ebd\u7ea6\" target=\"_blank\" class=\"tag_link\">\u7ebd\u7ea6<\/a>\u5f00\u76d8\u7684\u65e9\u76d8\u65f6\u6bb5\uff09\uff0c\u5404\u5927\u4ea4\u6613\u6240\u7684\u73b0\u8d27\u629b\u538b\u4e5f\u53cd\u6620\u4e86\u8fd9\u4e00\u70b9\u3002\u6700\u8fd1\u51e0\u5929\uff0c\u5e01\u5b89\uff08Binance\uff09\u5728\u8fd9\u4e9b\u65f6\u6bb5\u4e5f\u51fa\u73b0\u4e86\u5de8\u5927\u7684\u73b0\u8d27\u629b\u538b\uff0c\u8fd9\u5176\u5b9e\u662f ETF \u8d4e\u56de\u5e26\u6765\u7684\u8fde\u9501\u53cd\u5e94\u3002<\/p>\n<p>\u53e6\u5916\uff0c\u4e3a\u4ec0\u4e48\u4e00\u4e2a\u6bd4\u7279\u5e01\u57fa\u91d1\u4f1a\u56e0\u4e3a\u5199\u671f\u6743\uff08writing options\uff09\u5c31\u201c\u66b4\u96f7\u201d\u5462\uff1f \u9664\u975e\u4ed6\u4eec\u662f\u88f8\u7a7a\uff08naked shorting\uff09\uff0c\u6216\u8005\u662f\u505a\u6760\u6746\u57fa\u5dee\u4ea4\u6613\uff08leveraged basis trades\uff09\uff0c\u7ed3\u679c\u56e0\u4e3a IBIT \u548c\u73b0\u8d27\u7684\u4ef7\u5dee\u610f\u5916\u6269\u5927\u800c\u7206\u4ed3\u3002\u6240\u4ee5\uff0c\u8fd9\u5f88\u53ef\u80fd\u662f\u4e00\u5bb6\u5e26\u6709\u4ea4\u53c9\u4fdd\u8bc1\u91d1\uff08cross margin\uff09\u673a\u5236\u7684\u4f20\u7edf\u91d1\u878d\uff08TradFi\uff09\u57fa\u91d1\uff0c\u800c\u4e0d\u662f\u90a3\u79cd\u7eaf\u7cb9\u7684\u201c\u8001\u6d3e\u6bd4\u7279\u5e01\u4fe1\u5f92\u201d\u57fa\u91d1\u3002<\/p>\n<p>(\u6765\u6e90:\u6bd4\u63a8)                                                             <ins                                 data-ad-layout=\"in-article\"                                 data-ad-format=\"fluid\"                                 data-ad-client=\"ca-pub-8211126797345278\"                                 data-ad-slot=\"6642518713\"><\/ins>                                                                                                                                                                        <\/p>\n<div>\n<h5>\u539f\u6587\u94fe\u63a5:<a target=\"_blank\" href=\"https:\/\/x.com\/doveywan\/status\/2019709016977653949?s=46\" rel=\"noopener\">https:\/\/x.com\/doveywan\/status\/2019709016977653949?s=46<\/a><\/h5>\n<\/p><\/div>\n<div>\n<h5>\u8bf4\u660e: \u6bd4\u63a8\u6240\u6709\u6587\u7ae0\u53ea\u4ee3\u8868\u4f5c\u8005\u89c2\u70b9\uff0c\u4e0d\u6784\u6210<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u5efa\u8bae<\/h5>\n<\/p><\/div>\n<div>                                                                                                          <\/div>\n<div>\n<style>                                  <\/style>\n<div>\u76f8\u5173\u65b0\u95fb<\/div>\n<ul>                                         \u6ca1\u6709\u76f8\u5173\u6587\u7ae0                                    <\/ul>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u6bd4\u63a8\u6d88\u606f\uff0c Primitive Ventures \u521b\u59cb\u5408\u4f19\u4eba Dovey Wan \u5c31\u201c\u5e02\u573a\u4e0b\u8dcc\u6216\u56e0\u67d0\u9999\u6e2f\u5bf9\u51b2\u57fa [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[327],"tags":[271,80,241,22,88,69,367,144,192],"views":51,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/717757"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=717757"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/717757\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=717757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=717757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=717757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}