🧠 Buffett's operations in Japan

Breaking down with crypto logic

If we were to replace the five major trading companies with crypto terminology, what would it look like?

✔ Similar to leading projects that control infrastructure

✔ Continuous cash flow (similar to dividend-type protocols)

✔ Valuation below real value

He doesn't buy 'upward',

What he buys is:

Cash flow + industrial control + long-term competitiveness.

Three underlying logics from the crypto world that can be learned

🔹 1) Interest rate arbitrage thinking

Borrowing at low interest rates → buying high cash flow assets

🔹 2) Cyclical counter-cyclical layout

In 2019, no one believed in Japan

= similar to bear market dollar-cost averaging in BTC

🔹 3) Time amplifies leverage

Not high-multiple contracts

But long-term holding

Many people misunderstand:

Buffett makes money relying on 'American dividends'.

But he also makes money in China National Petroleum, BYD, and Japanese trading companies.

What is truly transferable is:

Cognitive framework. $BTC $ETH #美国伊朗对峙 #全球科技股抛售冲击风险资产