Serenity（白毛股神）@aleabitoreddit发帖2026-07-31

作者为Leopold辩护，认为媒体和X将其描述为“崩溃”不公。Leopold在SNDK和BE上的多年论点是成功的，且其基金在7月暴跌去杠杆后仍录得80%的年初至今收益，表现优异。

作者为Leopold辩护，认为媒体和X将其描述为“崩溃”不公。Leopold在SNDK和BE上的多年论点是成功的，且其基金在7月暴跌去杠杆后仍录得80%的年初至今收益，表现优异。

“The media framing and X reactions around Leopold are egregious. Framing his successful multi-year thesis from $SNDK to $BE as a "collapse" or "failure". After July's surprising crash, then personally attacking him on top is just pathetic to witness. It's almost like everyone is cheering for the downfall of others. Yes, July's crash exposed problems with SA’s leverage, liquidity management, and hedging. But his current YTD performance remains +80%, ranking among the best performing hedge funds. And he still has public equities after all this (just removed leverage). I think he's doing something unique while being successful at it. And this draws the envy of others.”