Author
@DeFiTeddy2020 DeFiTeddy2020
grade Cx.com/DeFiTeddy2020 ↗
Chinese-language AI-ecosystem and crypto commentator with a recurring AI-bubble skepticism
Comments and reasons (mostly in replies, mostly in Chinese)
trader score
+0.11
hit rate
36%
mean α
+0.19%
signals 14d
20
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 11 scored bets: 36% hit rate, +0.19% mean alpha, trader score +0.11. Their last-14d mentions, direction-adjusted, have moved +6.3% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @DeFiTeddy2020 | · | Chinese critique of large AI model companies covering data, monopoly, jobs, and power concentration. | · | tweet ↗ |
| 2026-07-02 | · | @DeFiTeddy2020 | · | Reports Unitree IPO valuation, 2025 revenue, and net profit, asking if valuation is expensive. | · | tweet ↗ |
| 2026-06-30 | · | @DeFiTeddy2020 | · | Mentions UBTECH humanoid robots and says to pay attention to the humanoid robot track. | · | tweet ↗ |
| 2026-06-30 | BTC | @DeFiTeddy2020 | -0.25 | Cycle comparison suggests Bitcoin bottom could arrive in Q4 if pattern holds. | · | tweet ↗ |
| 2026-06-29 | · | @DeFiTeddy2020 | · | Argues ARR-based valuation reflects AI industry bubble and is not fully objective. | · | tweet ↗ |
| 2026-06-29 | · | @DeFiTeddy2020 | · | Says 50,000 is indeed possible, likely crypto target but no explicit asset in tweet. | · | tweet ↗ |
| 2026-06-29 | BTC | @DeFiTeddy2020 | -0.45 | Discusses 22V strategist call for BTC drop and author's 15-20% downside view. | · | tweet ↗ |
| 2026-06-26 | ROSE | @DeFiTeddy2020 | -0.35 | Says ROSE founder went to Meta as AI VP and token is down 99% from high. | · | tweet ↗ |
| 2026-06-26 | META | @DeFiTeddy2020 | +0.05 | Says ROSE founder went to Meta as AI VP and token is down 99% from high. | +5.9% | tweet ↗ |
| 2026-06-25 | BTC | @DeFiTeddy2020 | -0.45 | Discusses Bitcoin bottom risk, AI capital drain, quantum risk, and 60k/30k scenarios. | · | tweet ↗ |
| 2026-06-23 | · | @DeFiTeddy2020 | · | Argues stablecoin transfers are faster and cheaper than traditional finance. | · | tweet ↗ |
| 2026-06-22 | · | @DeFiTeddy2020 | · | Discusses Hong Kong identity benefits for Web3 and AI talent. | · | tweet ↗ |
| 2026-06-22 | · | @DeFiTeddy2020 | · | Compares AI stocks and crypto VC coins as overvalued, low float, narrative-dependent. | · | tweet ↗ |
| 2026-06-21 | · | @DeFiTeddy2020 | · | Comments that Alibaba has Qwen and ByteDance Seedance is strong, Tencent not good. | · | tweet ↗ |
| 2026-06-21 | · | @DeFiTeddy2020 | · | Asks whether GLM 5.2 equals DeepSeek 2.0 with link. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.