Cooking

Singapore
Joined March 2018
咋一听挺有道理,简单一推敲,sb 理论,谁信谁韭菜,谁都知道上一代赌王何鸿燊从不自己下场赌,新一代赌王@cz_binance 刚说了自己不炒币。 一直赢的人从来不是靠赌,比如@sunyuchentron 孙哥连谈个恋爱都要 把风险回报,把投入产出算清楚; 一直输的人原因只有一个,他一直在赌; 那有人问,如果我一会儿赢一会儿输呢?很简单,不存在第三种,要么你从来没真正赢,要么你也不算输!
不赌的人本质上是在赌自己输
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看到 @Aevumvoid 三三老师BTC 七战五猝, 刚刚就反向跟了他,毕竟鲁迅说过“柿子要挑软的捏,跟单挑菜的跟”,好紧张,会不会最终我才是那个 🤡 @trasiaxyz trasia.xyz/perps/BTC?watch=0…
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Scout Mode 仓位复制挑战赛 晒出你的 Trasia 复制仓位,72小时瓜分 $1,000 奖金池! 现在,你可以在 Trasia 网页版对任何实时持仓进行仓位复制或反向仓位复制! 1️⃣ 侦察地址:在 Scout Mode (侦查模式) 中查看任意 Hyperliquid 地址。 2️⃣ 选择仓位:从任意交易者的持仓中选择一个仓位。 3️⃣ 复制仓位:针对选择仓位复制或反向仓位复制,并保存弹出的交易海报。 4️⃣ 参与抽奖:10月23日 5PM HKT 前引用转发本条推文,附上你的交易海报和钱包地址,即可瓜分 $1,000 奖金池!
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“设伏者”,应该说我这是在赌场里面传教啊😆,@bot @grok 知道我为什么一直用触发单而不是限价单吗? 详细分析一下我的策略
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中文台「大使计划」正式启动 !!! 如果你也关心 @HyperliquidX 生态、已经在持续分享内容,或者本身是活跃的 hl trader or $hype holder,对生态共建抱有热情,诚邀你一同建设 !! ✅ 大使一起做的事 & 权益 有且不限于: 1️⃣ 为大使个人与社群送出最新限量 Hyperliquid 精美周边; 2️⃣ 围绕最争议、最时效的生态话题一起每周推文讨论,或是举办 Space,中文台将联合媒体等各方给予流量扶持,助力大使放大个人影响力; 3️⃣ 优先获得 HL 生态众多项目内测名额与合作机会,捕捉早期 Alpha; 4️⃣ 线上线下一起策划落地社区活动; 5️⃣ 输出 HL 优质内容、设计海报/周边、翻译切片、社群运营、官网建设我们都欢迎... 6️⃣ 更多权益持续解锁... 首批邀请不超10人,不设特定门槛 期待身怀绝技的老师加入 !! 有意共建的小伙伴 火速私信中文台账号 !! 💚
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hip-3 纷纷发力,昨晚entropyIO注册送t3,今天trasia手续费全反:trasia.xyz/join/GUHYPE 百花齐放,万众一心烧hype,好好好
Trasia's Referral Program is LIVE. A limited-time 2-week offer for all our partners - with more shipping soon, mobile app included. Want to become a partner and bring your community on the good stuff first? Our DMs are open.
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We are excited to make our first venture investment into the Hyperliquid ecosystem with Trasia, an Asia focused trading platform. Trasia is targeting net new users who have never heard of Hyperliquid and plans to launch perps for Asian equities. Read more from Mable here:
Today we are thrilled to announce that we are launching @trasiaxyz and have received $1.75M seed stage funding from Multicoin. We are grateful for the strategic support that Multicoin provides in the process. Trasia is a non-custodial, Asia-first trading platform that was purpose-built to serve Asian traders with localized mobile trading interface. And we’re just getting started: through our upcoming HIP-3 protocol, we'll bring entirely new Asian markets on-chain. You can already trade ample equity perps on Hyperliquid - most equity perps pairs are more liquid than those on the top centralized exchanges. Yet the vast majority of Asian traders, especially those who live and breathe CEXs, still aren't here. People are looking for a mobile trading experience that has no difference than trading on Binance or OKX, and that’s what we are going to offer: a mobile-app with CEX-like experience. Our team's ample experience building mobile interfaces will empower the delivery. And the timing couldn't be better. The world is buzzing about CXMT, DeepSeek, and Unitree - but there are 100x more high-quality assets in the region: AI tigers, robotics champions, and the companies that will participate in shaping the next decade. We're extremely bullish that some of these companies will be the engine of regional market growth in the years ahead. Our team also have deep roots in many local trading communities in the region - many of whom aren't on any DEX, yet. We will match what these traders want with what we offer on our Asia-first HIP-3 markets. It is about the pairs we choose to list, but it’s also about the traders we aim to serve. The market choice and the target audience both matter, and together the flywheel becomes the moat. The web version is already live and the mobile frontend is coming soon this summer. Trade Asia with Trasia.
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筹集了35M做一场大胆的实验,Let’s Trade Asia 👉 trasia.xyz
Today we are thrilled to announce that we are launching @trasiaxyz and have received $1.75M seed stage funding from Multicoin. We are grateful for the strategic support that Multicoin provides in the process. Trasia is a non-custodial, Asia-first trading platform that was purpose-built to serve Asian traders with localized mobile trading interface. And we’re just getting started: through our upcoming HIP-3 protocol, we'll bring entirely new Asian markets on-chain. You can already trade ample equity perps on Hyperliquid - most equity perps pairs are more liquid than those on the top centralized exchanges. Yet the vast majority of Asian traders, especially those who live and breathe CEXs, still aren't here. People are looking for a mobile trading experience that has no difference than trading on Binance or OKX, and that’s what we are going to offer: a mobile-app with CEX-like experience. Our team's ample experience building mobile interfaces will empower the delivery. And the timing couldn't be better. The world is buzzing about CXMT, DeepSeek, and Unitree - but there are 100x more high-quality assets in the region: AI tigers, robotics champions, and the companies that will participate in shaping the next decade. We're extremely bullish that some of these companies will be the engine of regional market growth in the years ahead. Our team also have deep roots in many local trading communities in the region - many of whom aren't on any DEX, yet. We will match what these traders want with what we offer on our Asia-first HIP-3 markets. It is about the pairs we choose to list, but it’s also about the traders we aim to serve. The market choice and the target audience both matter, and together the flywheel becomes the moat. The web version is already live and the mobile frontend is coming soon this summer. Trade Asia with Trasia.
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Trade Asia.
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One day, people will miss the AI boom the same way we today miss the DeFi summer.
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基础设施的胜利从来不是靠短期收租,而是靠成为不可或缺的底层。比特币是价值存储,而以太坊正在成为“去中心化的全球结算层”。 以太坊的活动规模达到了新的历史最高点,而其交易费用却处于历史最低水平。 尽管eth价格被低估,而使用以太坊上应用的人比以往任何时候都要多。 很多人诟病eth,因为L2和扩容导致费用无法捕获,不过,如果以五年和十年视角看这个问题,这才是赢得未来的真正大道。 短期赢得费用,失去未来。短期失去费用,赢得未来。你会怎么选?
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预测一下:BTC先一个巨大的涨幅,再接着一个巨大的回撤,然后微策略暴雷,然后政府基金入股微策略救场,BTC版布雷顿森林体系启动
微策略有81.9万个BTC 中本聪持有1096361 BTC 目前差28万个BTC左右 可以预见的是这轮周期的标志性事件 就会是微策略超越中本聪 成为BTC第一大持有者 就是不知道那个时候 是熊市的结束信号 还是牛市的结束信号
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确实,创业烧钱往往是一种效率不高的扩展方式,更是烧不出来护城河
创业的时候,资本可以上杠杆,可能80%的事情能靠烧钱解决,包括牌照、投流、疯狂扩张直接招一百个人等。 但最终成功只取决于剩下20%的因素,这些玩意是哪怕融再多钱都没法上杠杆的,只能纯靠时间,包括了:1.找到那十个最关键的人 2.优雅完善的产品思考 3.一个组织自己踩坑沉淀的knowhow 4.工作流
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价值投资理论在币圈照样很好用,而且在BTC ETH 这类资产上更容易判断,因为它少了一个判断团队是否是 right person 的能力要求
最可爱的BTC,和初代矿工聊天,当年中国占9成BTC,大部分人都拿不住,波动性太大,BTC现在大部分就去灰产和机构手里,他说正常人真拿不住,几十U入的BTC,涨到10倍大头都跑了,涨100倍一万刀以上,不跑的要么有神经病,要么真的不缺钱,要么进去了被锁仓。长周期来看投资,段和巴的价值投资是对的,长期认知有价值的资产,才能忽略中短期波动。
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单纯的想知道“首席经济学家”这个工作岗位平常主要都干些啥?上班需要打卡吗?有KPI 吗? 需要写周报吗? @fupenglondon 老师可以帮忙解惑一下吗
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难道没有人跟我一样满仓派吗?🤣
今年btc最大的共识就是没有共识,都说看不懂btc了,我来总结下我看到的几个派系的观点,大家可自行战队: 1. 宏观派系(中期看多,年底混合) > 赌clarity法案5月有实质推进,看多 > 赌5月两国元首会面缓和地缘风险、带动risk-on,看多 > 赌中期选举共和党守住关键席位,年底看多;赌民主党翻回house、trump议程受阻,年底看空 2. 玄学派系(年底极度看空) > 365与1065天周期论(如下图)完美预测了近10年btc的高低点,去年2025年10月初是高点也魔幻地对了,下一个低点指向今年10月初 > 直觉论:聊过的经历至少一轮牛熊的朋友,体感一致认为Q3-Q4还要有不止一个大项目/交易所/币圈资本爆雷,连环爆 3. 画线派系(短期看空) > btc在等价格触及日线维加斯通道或ema200及前区间结构位低点,8万附近,回补cme期货缺口以后 布局长线空单 4. KOL派系(啥观点都有) > btc 82k空,80k就是假突破 > btc绝对到不了80k别想了 > btc要回到10w > “我已看不懂crypto我去玩美股和ai了” > “我用ai交易100u赚到10wu,给我399u入群费我带你玩转事件合约高胜率” 很好奇大家都看好哪个派🤣
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散户为什么一定要去投这种所谓的好项目呢? 就算是好项目也不一定是好价格啊,真是好项目的话等上市了花几年时间慢慢研究慢慢建仓不是更有优势吗
Anglelist做了一个新基金USVC,现在散户可以500美金起投,买到持有Xai、Anthropic、OpenAI的基金,而且不用做合格投资人认证了, @naval 是这个基金的投委会主席,讲的故事是现在所有人都知道OpenAI这些产品是好资产,但是投资他们的门槛一直被卡住, USVC让零售投资人能接触到早期资产,不收carry,只收管理费1%,退出是计划让投资者每季度最多赎回基金 5%,现在最主要的仓位见图。
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这是一家让人又爱又恨的公司,它的出路只有一条,就是囤的足够多,只做那个甩其他人好几条街的BTC最大股东,不成功便成仁,但是这种公司的股票真的太难炒了,除非你的目标是成为它5%以上能上桌的股东🤣
微策略这波STRC初见功效 这群人真几把开始玩命了… 提前就开始了不成功便成仁 也许这一次可以把BTC 带到一个突破想象的高度 也会把它沉入难以探及的谷底
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