I'm exhausted after the new year, honestly tired as a dog.


Every strategic sector is accelerating on top of acceleration.
Aerospace basically requires you to have the SPA signature page
just to meet with the project parties.
From meeting to payment is basically 2 weeks.
Miss it and you're out, or the valuation doubles.
Quantum projects can stretch the decision timeline to 1 month.
Valuations have already skyrocketed.
Various exchanges have started visiting strategic sector projects after the new year.
Not CEX, but the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange.
Crazy competition for projects, policies rolling out.
The fifth batch of detailed rules for Sci-Tech Innovation Board targeting various sub-sectors, Growth Enterprise Market releasing the fourth batch.
Hong Kong Stock Exchange further relaxing + reforms.
Structural liquidity overflow + tech projects' secondary unlock window period not yet closed.
Everyone has turned into the mindset that guts matter more than graduating from Tsinghua or Peking University.
Prominent top-tier funds and beautiful female GPs from business schools
frantically organizing specialized funds.
Account reports and IRRs have already exceeded public understanding.
In slow-moving directions,
both investors and projects
lack the leverage of the times.
The train moves very fast.
Jumping on it is already very difficult.
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