# Leopold基金7月暴跌67%致信LP

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-08-01 20:17
- AIHOT 分数：32
- AIHOT 链接：https://aihot.virxact.com/items/cmsacm6ar01l9rob33e4d1nfq
- 原文链接：https://x.com/rohanpaul_ai/status/2083527414173610372

## AI 摘要

Leopold Aschenbrenner 的基金7月下跌67%，年内仍上涨80%，他宣布将继续投资公开股票。他在致LP的信中称接近了不可接受的永久性资本损失，动态类似银行挤兑，许多AI股票回撤一半以上，头寸迅速逆转且市场流动性枯竭。

## 正文

👀Leopold's complete letter to his LPs

- "We came closer to permanent capital impairment than is acceptable to us."

- "These dynamics are essentially similar to a bank run： vulnerability begetting more vulnerability."

- "Many AI names drew down by half or more， while our positive L/S spread reversed violently."

- "Positions rapidly moved against us and market liquidity dried up."

### 引用推文

> Leopold Stock Tracker：Breaking: Leopold's full letter sent to his LPs last night Leopold Aschenbrenner's fund fell 67% in July but remains up 80% YTD and he announced he'll keep inve...