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I occasionally ask for donations to my campaign for U.S. Senate but not this time. Chris and Maia are doing great work in Africa. See below.(John E Deaton)
现在的Meme本来就是零和博弈，没有共识了，蛋糕做不大的简单来说就是你赚的钱，就是别人亏的钱他们有内幕，有影响力，有宣传渠道，你想想你掌握了什么资源，凭什么你能赢？除非你有资源，散户凭运气，这次赚了想下次，这次亏了想捞回本算了不劝了(北讲区块链)
Hey @Grok, In which stage of the cycle is Bitcoin now? Draw it on the chart below. (Crypto Rover)
Cboe wants SEC approval for 3x Bitcoin and Ethereum futures ETFs after Volatility Shares’ existing 2x ETH fund posted a -96.15% annualized return since inception. The catch: the proposal is still pending, and approval would not by itself authorize trading
In 3 years they’ll call us "lucky." The exact words of every trader who never had the confidence to execute while the market was bleeding. Keep it simple. Overcomplicating something this straightforward is how you miss the easiest opportunities... BTC (Ki
JUST IN: JPMorgan is nearing a $1 TRILLION valuation, with top analyst Mike Mayo predicting the banking giant could eventually hit $2 trillion, CNBC reports. (EyeWhales)
Your grandfather bought land. Your father bought a house. You have the chance to buy digital assets before the rest of the world figures it out. Every generation gets one window. This one is yours.(Lark Davis)
Your agent just got a line of credit (to go get work done your behalf using x402 protocol) Congrats on the launch Vaya AI team producthunt.com/products/vaaya(Brian Armstrong)
#Ethereum price eyes a breakout - Why #ETH/BTC’s 0.03 level is key (AMBCrypto)
🙌 @solana(Brian Armstrong)
上一轮比特币已经突破过10万，因此10万已不再是它的目标，下一轮牛市，比特币的目标是100万 (比特币总裁)
Ro, “in your scenario, the founder could sell to pay a one time 5 percent tax or the state could sell it if he defaults on the loan” Ro, this is the biggest fuck you in the history of entrepreneurship. Ever. Creating jobs but don’t have cash. Fuck you Can
The Coinbase Bitcoin Premium Index has stayed negative for 𝟵𝟬 𝗰𝗼𝗻𝘀𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗱𝗮𝘆𝘀 — the longest negative streak on record. The index sits at -𝟬.𝟭𝟬𝟲𝟲%, measuring the BTC price gap between Coinbase Pro and Binance. A persistently negative premium means BTC tra
一千人有一千个“牛来”。有人看见的是手搓行为艺术；有人看见的是“牛市来了”；有人看见的是“绊倒体（半导体）”的技术隐喻；有人看见的是MEME；有人看见的是二创的空白画布。这种另类的“质朴”表达，降低了作品本身的完成度，却意外收获了解构的好处：解构了精美和宏大的叙事。同时，也给了每个人足够的空间，可以把自身的情绪、焦虑、期盼、自嘲…… 想塞什么就塞什么，想怎么解释就怎么解释，没人拦着你。它把解释权彻底交了出去，正是生命力的来源。它是不是好电影不知道，至少是很有趣的一个。(蓝狐)
ALERT: Morgan Stanley keeps Tesla TSLA at Equal Weight with a $415 target, implying ~26% upside, but warns that weaker margins, rising R&D and cash burn mean Robotaxi and Optimus must start delivering measurable results. (EyeWhales)
买票房造热度，操盘meme收割，又学习了 #牛来(马蹄橘子)
刚看完All-In Podcast最新一期，聊了Anthropic的2万亿IPO、扎克伯格AI宣言、英伟达5000亿算力金融化、Grok逆袭这几件大事，整理了一下 1. Anthropic要冲刺2万亿美元IPO了据《金融时报》报道，Anthropic打算在10月前后以2万亿美元估值推进IPO，预计年底年化运行收入(ARR)能达到1000亿到1200亿美元，连续三年实现了近10倍的指数级扩张。按这个ARR来算，市销率只有16到20倍左右，比此前一些高估值上市科技公司更便宜。它的护城河主要来自编程这个垂直
斩将封侯USDC WLFI BOME 盈利第二仓 ETHFI 止损 $LINK扛单毒打中驴来一级市场亏30% 我认 (策略掌门人🔶 BNB)
18年前的马斯克：Tesla都快断气了，他还在卖一辆10.9万美元的电动车。马斯克站在好莱坞一间客厅里，Tesla已经到了现金快撑不下去的时候，但他几乎没聊自己有多惨，反而花时间解释：为什么一辆10.9万美元、看起来像富人玩具的Roadster，恰恰是特斯拉必须先造的车。他说得很简单：新技术刚出来一定贵，就像最早的手机和笔记本。Roadster赚到的每一分钱，都继续投入下一辆更便宜的车，公司不分红，他自己拿最低工资。先卖昂贵的小批量产品，把技术跑通、成本打下来，再进入更大的市场。这其实就是后来Te
周末 #牛来火了，不禁想起 21年的shib 啊，真正的现象级MEME，基本上火了2021一整年只要不是在21年11月后入场，前10个月，不管啥时候上车都能赚，市值高点到过500亿美金以上其实都是流动性宽松下的产物。这是本质。自从20-21年低利率，流动性泛滥以来，直到今天。现在还是没有到流动性宽松的。美联邦利率还是在3.5-3.75 ，而21年是0-0.25 所以市场博弈还是降息/加息预期，那怎么才会加息降息，目前市场就是看通胀，而通胀就是看油价如果年初没有美伊地缘，或许通胀早下去，降息预期早来

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