Serenity: This Month's Investment Drawdown Nears 50%, Firmly Believes the Current Correction Is Merely Leverage-Induced Volatility, Growth Thesis Remains Intact

BlockBeats News, July 18th, Serenity published a post stating that their investment portfolio experienced a -49.4% drawdown this month, with a key focus on AI bottleneck areas such as memory, photonics, robotics, and upstream semiconductors.

Serenity acknowledged the pressure from the short-term market crash but maintained that it was due to liquidity and leverage-induced volatility, rather than a failure in the structural growth thesis of these sectors.