BitWuOldWet

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❓ Suspected leak of OpenAI's equity structure chart, revealing the top five shareholders involved in profit sharing:
Microsoft (26.79%), OpenAI Foundation (25.8%), SoftBank (11.66%), Amazon (4.66%), and NVIDIA (3.47%). Current and former employees hold approximately 20% collectively.
Microsoft is now the biggest winner, having invested $13B. Based on the current valuation of $852 billion, the shareholding is worth about $228.3 billion, with a return on investment of over 17 times!
But the most eye-catching point is—
CEO Sam Altman, as the ruler of an $800 billion empire, surprisingly o
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Recently, I came across an account that does a great job discussing Edward Yang's films:
Light & Shadow Café A Bite of Light.
Edward Yang is my favorite director because his movies are hardly like movies at all, more like portrayals of how modern people gradually lose each other amidst relationships, desires, misunderstandings, and the collapse of order.
I remember the first time I watched his films many years ago—not with shock or emotion, but with a feeling of suffocation in my heart, as if something had hit me a few times inside, and those hits felt incredibly real.
What is Edward Y
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There are too many shady things in the industry, and the more bearish the market gets, the more it happens.
Actually, as a seasoned veteran who has experienced ten years in the industry, most of these things generally wouldn't disgust me, but indeed, some things now are just too bottomless, constantly updating my understanding.
Oh well, I might as well think of it as a mundane cultivation journey: a bull market is a period of making money, a bear market is a period of filtering people.
From this perspective, a bear market is not just a price retracement, but also a process of separating
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Big Non-Farm Payrolls coming soon, be cautious when placing orders tonight!
Expected value: 60,000. If the final data is less than 40,000, the market will bet on a loose policy path over the next three months.
If it exceeds 100,000, the dollar will strengthen, and gold and $BTC may experience another round of bloodbath.
Crude oil down + weak Non-Farm Payrolls = positive for the crypto market. Whether we can enjoy a good holiday depends on tonight!
Image from: Jin10
BTC-0,46%
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“Alcohol is the fastest way to destroy HRV.”
A few days ago, the yellow drink was beer, and yesterday, the red one was white wine!
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⚠️ Bitcoin hash rate has decreased by about 20% since the beginning of the year, marking the first Q1 negative growth in 6 years——
Currently, most $BTC mining machines cost close to $80,000, and 15-20% of miners are operating at a loss, which directly drives large-scale capital shifts toward AI/HPC.
Several publicly listed miners have signed AI/HPC contracts worth over $70 billion. By the end of 2026, some companies' AI revenue share could increase from the current 30% to 70%.
Oh, fun fact: AI gross profit margins now exceed 85%.
How about we also consider buying some AI-related mining stocks
BTC-0,46%
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Let me show you what spring should look like!
Today's biggest surprise at the mountain top is the sea of rhododendrons.
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Shared a gambler bankruptcy formula from JiYou, I really like it!
Advantages don't matter
Position sizing is what matters
Probabilities need time to be realized
And heavy positions leave you no time
Being able to withstand volatility is the greatest skill, no doubt!
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In the early stages of the emergence of a new paradigm, the most important resource is not money, not projects, not connections, but "block time + high-density experiments," which means having the ability to "turn new tools into productivity."
Therefore, the path should be:
Learn AI →
Use AI to solve your own problems →
Use AI to solve others' problems →
Become a service →
Turn it into a product →
Develop into a system
Ability → Results → Value → Income
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👀 JUST IN: Data shows that Bitcoin has already fallen below the fire sale zone at the bottom of the rainbow chart, and is severely undervalued!
In every previous cycle, this position has not been a normal correction, but rather an extremely pessimistic phase with large-scale capitulation and chip redistribution, followed by a period of structural recovery:
In 2018, it was mainly due to the systemic clearing after the ICO bubble burst, with many projects losing their funding ability, exchange liquidity drying up, and almost no capacity to absorb sell-offs.
The 2022 cycle was characterized by a
BTC-0,46%
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Iran says no negotiations, Trump says he wants a ceasefire, both sides are talking past each other, it's very strange!
Look at Trump's statements over the past ten days—
On March 21, he proposed that Iran open the Strait of Hormuz within 48 hours, or else attack Iran's power plants and energy facilities;
On March 23, he changed his tone, saying he would delay a five-day airstrike;
On March 26, he announced a delay of 10 days until April 6 as the final deadline;
On March 29, he said he wants to seize Iran's oil and does not rule out occupying Hark Island.
April 6 has now become a cr
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Captured a TV tower after the rain clears, so healing!
Research shows:
In natural environments, walkers have a lower tendency to ruminate, meaning they think less repeatedly and passively about negative events, allowing them to break free from the mental cages they set for themselves.
People are small, but when they integrate into the world, they become something great!
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📚 Master the logic of making money. Over the past period, I’ve been repeatedly reading a few books—
I’ve always believed that all of life’s difficulties can be solved through deep thinking, higher-level friends, and reading.
Recently, the market is in a state that’s actually quite suitable for calming down and reading. I still want to recommend some good books to everyone!
Will reading these books help you make money? Is there any book that, after reading, you can start earning?
The answer is simple: No, there isn’t.
But reading will help you see clearly: why you’ve been unable to make money.
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I noticed that the popularity of lobsters in the market seems to be cooling down this week, and the discussion trend is obviously not as lively as in the previous few weeks.
What does everyone think?
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📆 Regarding Trump's TACO cycle pattern, the market finds it very useful and has gradually figured out the trend—
1) Thursday / Friday: More likely to TACO (easing, signaling, cooling down)
2) Sunday / Monday: Reinforcing toughness (not wanting the market to gain too much)
3) Oil price at $90-100 + 4.5% 10-year U.S. Treasury yield = TACO critical point
Have you learned it thoroughly?
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🚨 A not-so-good signal: The mini death cross has already appeared in the US stock market, and the US Treasury yields are approaching 4.4% —
The technical outlook has already deteriorated, volatility is rising, and market positions are overly concentrated in tech stocks and high-volatility assets.
If key levels are broken, the sell-off triggered by capital flows could be very severe.
After the death cross appeared in March 2022, $BTC experienced a maximum drawdown of over 60%. The real driver was rate hikes and liquidity tightening; the death cross was just a confirmation signal.
This
BTC-0,46%
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Can anyone tell me, what exactly is the algorithm mechanism of X right now?
Why does this content in the picture have 10 million views? 🥲
Damn it, I just can't figure it out at all!
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It's that time again for everyone to start showing off their pay stubs!
Take a look at yours and let me envy a little!
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