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BITCOIN AT IMPORTANT TEST LEVEL ->$83.5k Bitcoin holds the key for Bull /Bear Control. ->Break above + find support, expect new leg up ->Reject here & Bears maintain control for near future (Discover Crypto)
'Clarity Act will pass this summer': Coinbase CLO Grewal backs stablecoin compromise, urges banks to accept deal (The Block)
CRYPTO HAS BECOME WOVEN INTO GLOBAL FINANCE MARKETS. Its not longer, Bitcoin & Crypto, and TradFi on separate exchange... This is now one big global market. Was Bitcoin & Crypto supposed to be outside the system?(Discover Crypto)
《美光曾像航空股那样痛苦不堪》傻哥看到最近内存厂涨疯了，社区议论纷纷。傻哥十分厌恶在投资上凑热闹。自媒体写点东西，不凑热闹又不行就讲下美光吧。美光定位：大家都知道：Micron 是"半导体行业的航空公司 + AI 时代的 HBM 三巨头"双重身份其实内存厂的财务结构，很像航空公司，是最不适合投资的一个公司类型。我们也可以说： Micron 是"半导体行业的航空公司 + AI 时代的 HBM 三巨头"双重身份像航空业那样：资本密集、周期性、被大宗商品定价、历史回报率 ROIC 长期低于 W
SHOTS FIRED: Morgan Stanley is rolling out crypto trading on its E*Trade platform for 50bps/trade, undercutting Schwab's 75bps (who undercut Coinbase). If I know Schwab, they likely won't let this stand. Others will prob undercut too. By the time the dust
有时候发现真是工具越少，赚得越多；学得越多，赚得越少。在大势面前，最简单的工具，包括买正股、做多只买现货，远比学习做空、学期权操作半天赚得多在我看来必须避雷的高端操作就是逆势做空吃波动，以及末日期权。这两件事本身没问题，但本质是相似的：想在没有行情的时候通过杠杆创造波动再高的高手，遇到 ethereum:0x17205fab260a7a6383a81452ce6315a39370db97 这样的妖币，也可能会因为错误地在其他妖币上扛单赚到钱而栽跟头。哪怕看对了某个 AI 半导体存储等板块的方向，因为期
⚡ NEW: Coinbase CLO Paul Grewal says crypto regulation must be iterative, not driven by “regulation by enforcement.” (Cointelegraph)
Bitcoin's biggest buyer is selling. The man who built his entire brand on "never sell" now has a framework for exactly when he will. The market's reaction tells you everything. LIVE in 1 HOUR. (Ran Neuner)
No.3 @137LabsCN 《DRAM ETF横空出世：它卖的不是存储芯片，而是AI时代最关键的“稀缺层”》 (PANews丨APP全面升级)
No.5 @Farm_Everything 《香港稳定币「鸣枪」：从发牌到生态，真正的长跑才刚刚开始》 (PANews丨APP全面升级)
No.6 @agintender 《合约算法镰刀进化史：永续合约十年，幕还未谢》 (PANews丨APP全面升级)
No.9 01Founder 《OpenAI发布GPT-Image-2：设计师们的饭碗，可能要真的没了》 (PANews丨APP全面升级)
#inj 过去一个月反弹了40%，是反弹还是反转，让我们拭目以待 (Midas Trend)

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