From Sun Yuchen, I’ve understood a skill that ordinary people are most lacking

I used to think Sun Yuchen was a scammer, until the explosive remarks he once made went viral: “Chip shortages are short-term, energy shortages are long-term, and storage will always be scarce.” And over the past two days, storage around the world has been rising again, and the secondary market has gone wild—so I knew this person isn’t that simple…

It’s not that he isn’t a controversial figure.

On the contrary, the controversy around Sun Yuchen may be even more than the projects he’s done.

Pick any one of them at random: the crypto world, Tron, marketing, the Buffett lunch, BitTorrent, regulatory lawsuits, outrageously priced bananas—any of these would be enough for ordinary people to criticize for half a day.

But now I’m increasingly convinced that when you look at a person, you can’t just look at whether “he’s someone I like.”

You also need to see whether he has truly spotted the world’s structural changes in advance.

The most worth studying about Sun Yuchen isn’t whether he can hype things, and it isn’t whether he’s a genius. It’s that he seems to have been focused on one thing all along:

Putting himself at the intersection of “attention, liquidity, and technological waves.”

Ordinary people look at the world through news.

Experts look at the essence.

Why are chips scarce? Because AI needs computing power.

Why will energy be scarce in the long run? Because behind computing power is electricity—data centers and infrastructure.

Why might storage be scarce forever? Because AI isn’t consuming data once and for all; it continuously generates, trains, processes (calls), archives, and retrains data.

In other words, on the surface AI is about models. Behind that, it’s about computing power. Further behind, it’s about electricity. At the bottom, it’s about the capacity to carry data.

What’s impressive about Sun Yuchen’s remark isn’t that it must be 100% correct, but that it offers a way to judge the world—

Don’t stare at the most lively surface; dig down a few layers.

When others see ChatGPT, he sees chips.

When others see chips, he sees energy.

When others see energy, he looks even further down to storage.

That is what people call the underlying logic.

When you go back and look at his purchase of BitTorrent, it no longer looks like simple “concept-riding.” BitTorrent, at its core, is an established protocol asset about distribution, nodes, storage, and network collaboration—what he cares about is precisely the storage-related aspects.

You may not like Sun Yuchen, but you can’t deny that he’s especially good at taking an old thing and placing it back into a new narrative.

And this matters a great deal to ordinary people.

Many people think opportunities come from “inventing new things.” In reality, most opportunities come from old assets being repriced by a new cycle.

For example, a person is like that too.

Your skills, experience, connections, communication ability, and industry know-how might seem worthless today. But when the era’s keywords change, they may suddenly become very valuable.

First, train yourself to recognize shortages. Where there is long-term scarcity, there is pricing power.

Second, train yourself to get close to new cycles. Don’t stay forever in the old consensus and curse new things—many opportunities at the beginning look like scams.

Third, train yourself to turn capability assets. Traffic is an asset, judgment is an asset, credibility is an asset, and understanding technology is an asset. The biggest disadvantage for ordinary people is having ability but not turning that ability into a system that can be accumulated, transferred, and compounded.

Of course, Sun Yuchen isn’t a saint.

And in fact, if we study him, we shouldn’t mythologize him either. The SEC previously sued him and related companies, accusing them of issues involving unregistered securities offerings, market manipulation, and more; in 2026, media again reported that related cases were being advanced through a settlement process.

So the truly mature attitude is:

Don’t worship his character, don’t copy his path, but study his perspective.

Because what this world rewards is never the person with the most morally correct evaluation—it’s the people who spot structural change earlier and are willing to place their bets on it.#BTC重返8万