Serenity: This month’s investment drawdown is close to 50%. They firmly believe that this round of correction is only volatility caused by leverage, and that the growth logic has not failed.

BlockBeats message, July 18: Serenity posted that its investment portfolio suffered a -49.4% drawdown this month, with its main positions concentrated in AI bottleneck areas such as memory, photonics, robotics, and upstream semiconductors.

Serenity acknowledged that a short-term market collapse has brought pressure, but insisted that this is volatility caused by liquidity and leverage, rather than a failure of the structural growth logic in these areas.

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