Justin Sun's Latest Personal Asset Allocation: BTC Base Position Unchanged, ETH Reduced by 80-90% Shifted to US Stocks

BlockBeats news, October 17: TRON founder Justin Sun recently shared his personal asset views "outside of TRON" in a 3.5-hour offline conversation with Jin Ming. The core allocation points are as follows:

· BTC: As the base position, no reduction in the past year. Although concerned about the impact of quantum computing and AI algorithms and believing the market has not fully priced in related risks, he still insists on holding and adopts a cold wallet "bunker mode" for isolation.

· ETH: Reduced about 80%–90% of the offensive position in the $3,600–$4,000 range last year, currently retaining only about 20% as a base position for observation and has not bought back yet. Most of the reduced funds were transferred to U.S. stocks.

· Nvidia: Main position in U.S. stocks, positioned as a base position in the AI sector, heavily allocated and not reduced.

· Nasdaq 100: Heavily held. Slightly bearish in the medium term (capital crowding, high interest rates, etc.), but has not shorted and retains the position.

· A-shares: No holdings. Overall bearish on traditional assets, more inclined toward directions such as AI applications and Web3.

In the interview, Justin Sun emphasized that ETH is an offensive asset and BTC is the base position, while also being bullish on applications such as AI health management and bearish on some hardware sectors. The above are key points paraphrased from the interview, not a complete balance sheet.