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！ https://t.co/cZ9aPCXWAw
📊 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. https://t.co/3lxIjjiCEE
🎙️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。 https://t.co/9aefu0b101
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。 https://t.co/MNUdA2ZJOt
Bitcoin selling pressure is coming from Coinbase. https://t.co/dffCxf8CTV
This is how a bottom for $BTC should look like We are not there yet 💀 https://t.co/xdGJ4LYQ5Q
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. https://t.co/Pv9M00VPMR
Bitcoin last 2 cycle bottoms happened above "Electrical Cost." Current Electrical Cost: $58,470 https://t.co/163fawtqS8
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 https://t.co/fkuHqXeh0T
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%
Once Bitcoin looses $75k support there is nothing until $49 - 53k... https://t.co/Qvn1Pj71Ps
Jeffery Epstein invited Elon Musk to a party Elon musk replied: “Would be an unwise use of my time.” https://t.co/LdkLWfIN1S
A bit of a longer comment on JPY What happened? 1.BOJ meeting was neutral, no major reaction. 2. Massive sloppy sell off 159.20 to 157.37 shortly after. Speculation was it was an asset manager (not intervention), but nobody knows. Then it bounced to 158.50 and was steady until https://t.co/qPb3WSo4on
I'm not a buyer yet, but if I were to be a buyer, imo the areas to watch for $BTC are: ~$80K: Nov '25 low, local low of this "bear" ~$74K: April '25 low, Tariff Tantrum low, just below $MSTR's cost basis (~$76K) ~$70K: Top of $50-70K range, near '21 high ~$58K: 200W SMA &
2024: prompt engineer 2025: vibe coder 2026: master of ai agents 2027: unemployed
Nvidia is now worth more than all of these companies combined: Walmart JPMorgan Oracle Cisco GE Coca-Cola Nike Ford McDonald’s Starbucks IBM Intel 20 years ago, each one alone was worth more than Nvidia.
Some super-simple math on $MU: - It's expecting $18.7 Billion revenue THIS quarter - $8.10 per share of profits (EPS) assuming -0- growth until 2027, that gives them: - $74.8 Billion Revenue run-rate - $32.40 of EPS They say their entire 2026 capacity is sold-out. So unless: https://t.co/5ko18S88A8
@jaymesrosenthal if you're uncertain but bullish privacy, just get both (or neither until you build your own conviction) imo my money personally is on zec because it uses the strongest encryption guarantees known to man, will be quantum proof (so you won't be able to retroactively decrypt past
ibkr 2025报告出来了，个人客户平均回报率19.2%，对冲基金平均回报率28.91% 标普500回报率17.9% 我要努力了，投标普都算考试不及格啊
今天三个数字： 21.3万（失业人数，超预期7%） 4.1万（ADP就业，暴跌66%） 780万（职位空缺，14个月新低） 群友的反应：赶紧买BTC，降息要来了！ 我的反应：99%的人又要在降息交易上送钱了。 为什么？因为等你看到这些数字， BTC已经涨到$91,000。你觉得是谁在提前跑？ 散户视角：坏数据等于放水？
extremely bullish zcash's most competent (along with tachyon ofc), now unburdened by the crippling inefficiencies of foundation politics $10,000 the money is actually gonna be encrypted
今年到现在为止4个交易日 SNDK: 47% MU: +20% APLD: 23% NBIS: 20% RKLB: 23% 还有很多入土的稀土感觉复活了，没啥好羡慕的，市场里每天都有很多涨很好的标的，不可能每天都大仓位抓住。 能大仓位吃到涨幅的，要不就是做了很多功课，要不就是涨完还是被套着的。有句话，话糙理不糙：菜就多练
今天 $MU 继续大涨10%。 估计是昨天CES会后所有卖方投行和空仓内存存储行业的基金，都在疯狂补习 他们只听到了一句话，黄仁勋说“全行业只有我们能现金拿货” 这是黄老板亲自给AI 审计年的内存周期续命到2026年底，拉长了“久期” 买方不买便宜，买方买证据。 所以都All in了。你看看下面然后再决定 🔽 https://t.co/A5ytyBNdJ1
Crypto thesis: 99% nonsense. Just buy and hold BTC Add some ZEC, privacy will be a luxury in the future. Solana <- people actually use it and there is a strong developer community; think of it less specifically as crypto more as a general technology bet. BTC | ZEC | SOL
Quick Mag 7 Valuation: $NVDA - fairly valued $AAPL - overvalued $MSFT - fairly valued $GOOG - fairly valued $META - undevalued $AMZN - undervalued $TSLA - heavily overvalued Bonus: $TSM - fairly valued $ASML - fairly valued $AMD - overvalued $NFLX - overvalued Cheap Quality:
JUST IN: BlackRock says US national debt will "accelerate" crypto adoption
