Lu Xiaotong said that some Hong Kong foreign fund managers are already completely FOMO—no doubts, not asking about valuation—two strokes and one vertical line is just “go for it”! Anthropic has driven them all crazy: overcapacity doesn’t matter, capital expenditure doesn’t matter, storage is always in short supply, and tokens are never enough. In this AI narrative, every day is Day One. He said they’re just like “those people in the crypto world before.” What matters is the two words “before.”