想运营好X，看 @matt_gray_ 想学seo ，看 @JulianGoldieSEO 想学一人公司，看 @thejustinwelsh 想研究youtube算法与增长，看 @PaddyG96 想了解AI工具与前沿资讯，看@rowancheung 想学个人IP与内容变现，看 @thedankoe 想学DTC品牌与电商营销，看 @mrsharma 想学无代码与自动化工作流，看

2026 Q1 2个持仓翻倍 HYPE - 20-> 40 CRCL - 50 -> 120 讨厌空头 还是做多头有安全感

BREAKING: US financial funds posted a record -$3.8 billion outflow in the week ending Wednesday. This surpasses the previous records set during the April 2025 sell-off, the 2022 bear market, and the 2020 pandemic crash. As a result, the 4-week moving average of outflows is up

Hedge Funds shorted U.S. ETFs on Thursday at the 2nd fastest pace ever recorded 🚨🚨

This is a very good layout of the $STRC and $MSTR situation, but fails to address the most critical part. Leverage ratio is a cute metric to determine credit-worthiness, but interest expense (and really interest coverage ratio) is what ultimately determines long-term solvency.

ETH也是一样的问题

今天在新加坡发生了一件很奇妙的事情。 我居然线下见到了 一位 2021 年在 Clubhouse 上认识的网友。 当时他只是我们<一夜暴富>播客的一位听众。 5年过去，我们居然在现实世界里见面了！ 原来我当年说过的一些话， 分享过的一些观点， 可能几年之后，还会在现实生活中产生回响。 岁月如梭。 但人与人之间因为思想产生的连接，有时候会走得很远。

Today is the anniversary of 3/12 — March 12, 2020. BTC crashed from $6,000 to $3,800 in a single day. Back then, nobody knew what Bitcoin would become. The market felt like it was breaking. But one trader I know did something very different. While everyone was panicking, he bought $20M of BTC at around $4,000. He never sold. Today that position is worth roughly $350M. He has almost 20 years of trading experience. Here’s the lesson: The people who buy during maximum fear are usually not the bravest. They are the ones who have survived enough cycles to recognize the moment. Panic creates the price. Experience creates the conviction.

Who were the buyers of those Solana ETFs? The top of the list is a who's who of market makers and crypto investment firms.

昨天和朋友聊天时发现， 这四年在新加坡，对我的改变其实很大。 最大的变化竟然是—— 让我从一个外向的人，慢慢变成了一个比较内向、不太爱说话的人。 我们聊了将近三个小时， 一直在讨论“环境如何塑造一个人”。 但不管怎样， 人生经历的每一段变化， 其实都是一种觉醒和开悟的过程。 祝大家三八妇女节快乐 🌸

$SOL is demonstrating scale in practice For me, the signal is real usage. In February, stablecoin transaction volume hit $650B, more than double the previous record, driven by the vibrant @Solana community and on‑chain economy @Grayscale views this scale as evidence of Solana’s

BREAKING: 🇺🇸 RAY DALIO JUST DROPPED A MASSIVE WARNING AGAINST BITCOIN: “BITCOIN DOES NOT HAVE PRIVACY. ANY TRANSACTION CAN BE MONITORED.” “CENTRAL BANKS DON’T WANT TO BUY BITCOIN.” “AND THERE ARE ALSO QUANTUM COMPUTING ISSUES.” “IT’S A RELATIVELY SMALL AND CONTROLLED MARKET.”

$NVDA 10 years ago: • $0.77/share (split-adjusted basis) • 22x earnings • Gaming GPU company where data center biz was a rounding error $NVDA today: • $177/share • 22x earnings • GPU engine of the new AI economy with $216B revenue & ~90% from data center For a decade,

NVIDIA $NVDA JUST REPORTED Q4 EARNINGS Topline Performance • Revenue: $68.127B vs $66.213B est 🟢 • Data Center Revenue: $62.3B Profitability • Gross Margin: 75% • EBIT: $44.299B • Net Income: $42.960B • EPS: $1.76 Outlook • Q1 Revenue: $78.0B Capital Return • Next

$HOOD five years ago: • ~$72/share • ~22.4M funded accounts • ~$365M revenue • ~ Not profitable $HOOD today: • ~$72/share • ~27.2M+ funded accounts • ~$4.5B+ revenue • ~ Profitable Same price. Very different business.

% Below All-Time High S&P 500 $SPY: -2% Microsoft $MSFT: -30% Synopsys $SNPS: -36% Palo Alto Networks $PANW: -36% CrowdStrike $CRWD: -38% Palantir $PLTR: -38% AppLovin $APP: -50% Salesforce $CRM: -52% Intuit $INTU: -57% ServiceNow $NOW: -59% Oracle $ORCL: -60% Adobe $ADBE: -65%

Anthropic run-rate revenue: 2023: $0 2024: $100m+ 2025: $1b+ today: $14b Wild

庄家选题材的能力还是非常不错

Software engineering accounts for nearly 50% of all AI agent tool calls. Healthcare, legal, finance, and a dozen other verticals are barely touched, each under 5%. That's a hundred AI unicorns waiting to be built.

Anthropic CEO, Dario Amodei: "We might be 6-12 months away from models doing all of what software engineers do end-to-end”.

AI models launched this year: •⁠ ⁠Claude Opus 4.6 •⁠ ⁠Claude Sonnet 4.6 •⁠ ⁠GPT-5.3 Codex •⁠ ⁠Gemini 3 Deep Think •⁠ ⁠Gemini 3.1 Pro •⁠ ⁠Qwen 3.5 •⁠ ⁠MiniMax M2.5 •⁠ ⁠GLM-5 •⁠ ⁠Grok Imagine 1.0 •⁠ ⁠Grok 4.20 •⁠ ⁠Seedance 2 It’s not

祝大家新春快乐，马到成功！

1）Chase 对整个币圈上币的游戏规则 认知是非常高的，也间接告诉你了为什么现在币安上币的表现为什么一直在下跌。 2）Kyle 最后的贴文也说了：代币，产品 那是两件事，VC当初投资看中的更多的是团队和产品。 3）情绪将持续贯穿整个市场，币圈最后把情绪变现的产品都在闷声赚钱

1）Chase 对整个币圈上币的游戏规则是认知是非常高的，也间接告诉你了为什么现在币安上币的表现为什么一直在下跌。 2）Kyle 最后的贴文也说了：代币，产品 那是两件事，VC当初投资看中的更多的是团队和产品。 3）情绪将持续贯穿整个市场，币圈最后把情绪变现的产品都在闷声赚钱

哎，每个人嘲笑我们圈子。

crypto 核心圈的人炒币都亏钱，那其他人怎么办？

个人觉得当下必看 对照一下2008金融海啸前后 看看很当下有哪些相似？ 黑天鹅还会不会再来！

📊 INSIGHT: Compared with prior cycles, $BTC has not yet reached typical capitulation depths of -70% to -80%, per CryptoQuant. Bitcoin remains roughly 50% below its ATH.

🎙️彭博社分析师 Mike McGlone ：「 $BTC 将暴跌至 1 万美元，下跌将传导至股市。从年度级别的图表来看，5 万美元是一个“正常”的回撤区间。」 (⬆️此时 $BTC 价格大约为 92,000 美元） 2018 年， $BTC 大概 1 万美金时，Mike McGlone 同样预测 $BTC 会大幅下跌，价格“少一个零”，最后跌至 3000 美元。

MicroStrategy 微策略第四季度净亏损 125 亿美元，很多人担心迈克尔·塞勒为了缓解资金压力而卖币。 他的抛售价格红线在哪？ 截至 2 月 1 日持有 713502 枚比特币，微策略的平均购买价格是 76052 美元。 根据AI的财务建模，可能的临界点有三个。

Bitcoin selling pressure is coming from Coinbase.

This is how a bottom for $BTC should look like We are not there yet 💀

Strategy $MSTR says the most extreme scenario where they would not be able to cover their net debt with the $BTC reserve would be Bitcoin at $8,000.

Bitcoin last 2 cycle bottoms happened above "Electrical Cost." Current Electrical Cost: $58,470

假设今天是2002年10月，你手上有只股票在过去10个月跌了超过90%，你会怎么办？现在告诉你这支跌得亲妈都不认识的股票是英伟达，你会改变你的想法吗？美股七巨头历史上都经历过灭顶之灾，股价都至少腰斩。幸存者偏差，是的，成百上千家同样跌掉90%的公司，最终真的归零了。但这里面的投资道理很简单：普

老爷今天跟大家来分享一下比特币，从 08 年到现在 2026 年，四轮牛市，历史上几轮牛市的整个回撤的深度，给你一个真实的判断，从牛市阶段局部或者是终点高点，单位最大跌幅： 1. 2011年第一轮牛市 ⚠️高点：33美元，低点：2美元 ⚠️最大回撤：约94%

Silver is mostly financially priced, not physically priced. • COMEX controls short-term volatility • LBMA sets global spot benchmarks • Asian demand supports long-term trends 👉 Capital flows matter more than metal supply.

Honoring the years that led the industry forward. - Alameda Research

Once Bitcoin looses $75k support there is nothing until $49 - 53k...

财富是认知变现之路