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WillWestbrook
Why must Bitcoin always be compared to other assets?
Yesterday, the US stock market was strong, called tech stocks; today, gold is strong, called digital gold; tomorrow, the dollar is strong, called the best fiat currency. Can't Bitcoin just be Bitcoin itself?
Bitcoin is Bitcoin, a unique asset, an unparalleled innovation, a great blockchain revolution, an asset that cannot be compared or imitated.
Yesterday, the US stock market was strong, called tech stocks; today, gold is strong, called digital gold; tomorrow, the dollar is strong, called the best fiat currency. Can't Bitcoin just be Bitcoin itself?
Bitcoin is Bitcoin, a unique asset, an unparalleled innovation, a great blockchain revolution, an asset that cannot be compared or imitated.
BTC2.35%
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This is really counterintuitive. Everyone says AI has already replaced programmers,
but unexpectedly, the demand for software engineers is actually increasing rapidly, showing a deep V-shaped rebound.
View Originalbut unexpectedly, the demand for software engineers is actually increasing rapidly, showing a deep V-shaped rebound.
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Really capable of yy😅
The funds in the crypto circle do not have pricing power. This rebound in gold and silver has already been locked in by hedging funds. Now silver's price has returned to the weekend's fluctuation range, and it will open higher only when the market opens on Monday.
View OriginalThe funds in the crypto circle do not have pricing power. This rebound in gold and silver has already been locked in by hedging funds. Now silver's price has returned to the weekend's fluctuation range, and it will open higher only when the market opens on Monday.
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These past few days, the popularity of OpenClaw has been gradually spreading, and many friends around me have been asking how to install it. Everyone who has successfully installed it is excited and amazed.
This reminds me of two past eras:
In the 1990s, when building PCs, I could spend an entire afternoon researching the motherboard, graphics card, and RAM parameters. The dial-up modem would ring, and after a few minutes, I’d be ready for the next image—thinking back now, I realize I was not excited about the technology itself, but about the sense of "I understand the underlying logic."
View OriginalThis reminds me of two past eras:
In the 1990s, when building PCs, I could spend an entire afternoon researching the motherboard, graphics card, and RAM parameters. The dial-up modem would ring, and after a few minutes, I’d be ready for the next image—thinking back now, I realize I was not excited about the technology itself, but about the sense of "I understand the underlying logic."
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How cold is the winter for the NFT market?
MagicEden shuts down EVM and BTC markets, with $ME plummeting from $5.7 to $0.12, a 97.9% drop.
OpenSea is still waiting for TGE, Blur has disappeared from sight.
The NFT track that once saw daily trading volumes exceeding $1 billion is now a thing of the past.
The era of getting rich from small images is completely over.
Are you still holding NFTs?
MagicEden shuts down EVM and BTC markets, with $ME plummeting from $5.7 to $0.12, a 97.9% drop.
OpenSea is still waiting for TGE, Blur has disappeared from sight.
The NFT track that once saw daily trading volumes exceeding $1 billion is now a thing of the past.
The era of getting rich from small images is completely over.
Are you still holding NFTs?
ME-0.69%
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🚨 The current gold price is approximately $5,200 USD, and the latest data shows that China's official gold reserves have reached a new high, totaling $369.6 billion USD, with a month-on-month increase of 15.7%. This marks the 15th consecutive month of central bank gold purchases.
The characteristics of this government-led gold bull market are becoming increasingly evident:
1️⃣ The total scale has reached a record high, with the incremental amount in a single reserve expansion cycle approaching the trillion-dollar level!
2️⃣ Its continuity is rare, with 15 consecutive months of uninterru
View OriginalThe characteristics of this government-led gold bull market are becoming increasingly evident:
1️⃣ The total scale has reached a record high, with the incremental amount in a single reserve expansion cycle approaching the trillion-dollar level!
2️⃣ Its continuity is rare, with 15 consecutive months of uninterru
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I think everyone in the community should discuss less about grand narratives related to AI. Unemployment waves, macroeconomics, destroying humanity—these are not things we need to worry about.
Currently, we should focus our energy on experiencing and applying new AI tools and innovative methods to improve our work efficiency and earning ability.
No matter the era, those who hold core assets and power are the true decision-makers.
View OriginalCurrently, we should focus our energy on experiencing and applying new AI tools and innovative methods to improve our work efficiency and earning ability.
No matter the era, those who hold core assets and power are the true decision-makers.
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What happened? The fear index has now reached levels seen during the last pandemic and the FTX collapse.
View Original
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I observed that this sensational news did not actually trigger a significant market rebound.
Here are the key points of the news:
1️⃣ The U.S. Supreme Court rules that the President does not have the authority to impose additional tariffs
2️⃣ This ruling is a final and binding decision, with no possibility for further appeal
3️⃣ Approximately $150-175 billion in tariffs already collected are facing refunds
The mainstream view is that the market is beginning to price in: "Tariff removal → inflation decline → increased expectations of rate cuts." However, this logic is too linear.
The $150-175 b
View OriginalHere are the key points of the news:
1️⃣ The U.S. Supreme Court rules that the President does not have the authority to impose additional tariffs
2️⃣ This ruling is a final and binding decision, with no possibility for further appeal
3️⃣ Approximately $150-175 billion in tariffs already collected are facing refunds
The mainstream view is that the market is beginning to price in: "Tariff removal → inflation decline → increased expectations of rate cuts." However, this logic is too linear.
The $150-175 b
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I observed that this sensational news did not actually trigger a significant market rebound.
Here are the key points:
1️⃣ The U.S. Supreme Court rules that the President does not have the authority to impose additional tariffs
2️⃣ This ruling is a final and binding decision, with no possibility for further appeal
3️⃣ Approximately $150-175 billion in tariffs already collected are facing refunds
The mainstream view is that the market is beginning to price in: "Tariff removal → inflation decline → increased expectations for rate cuts." However, this logic is overly linear.
The $150-175 billion i
View OriginalHere are the key points:
1️⃣ The U.S. Supreme Court rules that the President does not have the authority to impose additional tariffs
2️⃣ This ruling is a final and binding decision, with no possibility for further appeal
3️⃣ Approximately $150-175 billion in tariffs already collected are facing refunds
The mainstream view is that the market is beginning to price in: "Tariff removal → inflation decline → increased expectations for rate cuts." However, this logic is overly linear.
The $150-175 billion i
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Capital votes with real money, betting on AI.
Today, Zhipu rose 42%, with a market capitalization of 320 billion.
Minimax increased by 14%, with a market cap of 300 billion.
Baidu has been around for 25 years, with a market cap of 350 billion.
Kimi hasn't gone public yet, but the consensus valuation is 500 billion.
Meituan's current market cap is 492.6 billion.
These two large model companies, established less than five years ago, have surpassed many traditional internet companies in just one trading day’s increase.
View OriginalToday, Zhipu rose 42%, with a market capitalization of 320 billion.
Minimax increased by 14%, with a market cap of 300 billion.
Baidu has been around for 25 years, with a market cap of 350 billion.
Kimi hasn't gone public yet, but the consensus valuation is 500 billion.
Meituan's current market cap is 492.6 billion.
These two large model companies, established less than five years ago, have surpassed many traditional internet companies in just one trading day’s increase.
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🚨Tensions between the US and Iran escalate rapidly:
According to The Wall Street Journal, President Trump is considering a preliminary limited strike on Iran to force Tehran to meet the requirements of the nuclear agreement.
If Iran refuses to comply with the order to cease nuclear enrichment, the US will launch extensive strikes against Iranian regime facilities.
Meanwhile, Polymarket predicts that the probability of the US launching an attack on Iran before March 31 has surged to 61%, up 30 percentage points from recent lows, with trading volume exceeding $322 million.
The market has alread
View OriginalAccording to The Wall Street Journal, President Trump is considering a preliminary limited strike on Iran to force Tehran to meet the requirements of the nuclear agreement.
If Iran refuses to comply with the order to cease nuclear enrichment, the US will launch extensive strikes against Iranian regime facilities.
Meanwhile, Polymarket predicts that the probability of the US launching an attack on Iran before March 31 has surged to 61%, up 30 percentage points from recent lows, with trading volume exceeding $322 million.
The market has alread
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I am very optimistic about the crypto world, even more optimistic than when I was at 120,000 last December.
Because the opportunity for low chips is right in front of us (3-6 months @0xCryptoChan), now looking ahead, are there any assets cheaper than Bitcoin in the future?
I have always been bullish on gold and silver, but when I look at the monthly charts of gold and silver, the trend is clear, but many times you just can't find the right moment to leverage.
The A-shares market is a slow bull, which can actually be considered as wealth management, while the US stock market is full of un
Because the opportunity for low chips is right in front of us (3-6 months @0xCryptoChan), now looking ahead, are there any assets cheaper than Bitcoin in the future?
I have always been bullish on gold and silver, but when I look at the monthly charts of gold and silver, the trend is clear, but many times you just can't find the right moment to leverage.
The A-shares market is a slow bull, which can actually be considered as wealth management, while the US stock market is full of un
BTC2.35%
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YouTube just experienced a global outage. Recently, these service providers have been experiencing outages more than once or twice. Undoubtedly, the massive computing power required for AI training is squeezing the operational resources of traditional businesses.
Even cloud giants like Google are going through a resource battle between traditional and AI businesses, trying to maintain cash cows like YouTube while also competing for the AI future opportunity.
View OriginalEven cloud giants like Google are going through a resource battle between traditional and AI businesses, trying to maintain cash cows like YouTube while also competing for the AI future opportunity.
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X Chinese crypto circle has become a roadside...
The most talked-about topics recently among the crypto KOLs on my timeline are:
AI, US stocks, precious metals, and even the Spring Festival Gala concept stocks.
View OriginalThe most talked-about topics recently among the crypto KOLs on my timeline are:
AI, US stocks, precious metals, and even the Spring Festival Gala concept stocks.
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