每个投资人都喜爱的泡沫：本周最佳文章，记录了当前泡沫的各个方面和可能发展的方向
https://bubble3.substack.com/p/every-investors-favorite-bubble-eb3
Massif Capital访谈：系统正在分崩离析
https://neckar.substack.com/p/q-and-a-with-massif-capital-a-reshuffling
Sparkline的Kai Wu在“无形”价值方面的研究成果，“Value Is Dead, Long Live Value! ✊”看似矛盾，实则是范式升级
https://sparklinecapital.files.wordpress.com/2021/06/sparkline-intangible-value.pdf