고정된 트윗
漂流Trip🌈⃤
1.3K posts
70% profit. $FARTCOIN short. 10 minutes.
Here's exactly how I identified it before it happened using the GTG Smart Chart Framework 👇
Structure → Narrative → Execution
This isn't luck, this is a repeatable process built over 10 years of Crypto Trading. Want my exact decision cheat sheet? Comment FRAMEWORK below and I'll send it to you for free 🎯
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重点在于，科技的发展速度比区块链所谓的共识快太多了！
改代码，共识就没了！
升级硬件！当今世风日下，谁愿意继续投入！
目前很多矿机都关机了！
所以，这可能是人类面对比特币的一次暴击！
能不能成不知道，重点是加密那种慢悠悠的调性是否能够战胜科技暴击！才是我们思考的问题！
量子的真实进度或许远超目前我们已知的信息！
就像几年前ai的到来！
又猛，力度又大，草得大家不知所措！
Pickle Cat@0xPickleCati
google: “we can crack bitcoin in 9 minutes and 2029 is deadline to figure out a solution” you know we’re near bear market lows when quantum fud starts trending again. But their best chip has 105 qubits, the attack needs 500,000. that’s like a guy with a ladder saying he’s going to the moon. ETH’s been prepping since 2018, BTC has draft proposals (BIP-360) but no coordinated plan yet. So next 5 years realistically: > quantum hardware improves, stays nowhere near attack-capable > ETH finishes migration first, pressures btc to move > BTC community starts seriously pushing BIP-360 > Satoshi’s coins become the loudest talking point forcing urgency (bottleneck isn’t crypto, it’s consensus) What you can do: if you hold coins in old wallets or addresses you’ve already spent from, pay extra attention. those have exposed public keys. Beyond that: > don’t use taproot (bc1p) for long-term cold storage > use native segwit (bc1q). your public key stays hidden until you spend > this doesn’t make risk zero, but it greatly reduces your exposure window THIS IS NOT a doomsday story. If you sell your bag over quantum fud in a bear market and miss the next ath you have no one to blame but yourself lol. same energy as the people who panic sold at 16k over ftx in 2022. Breathe! Accumulate!! we’ve seen this movie before.
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@Bulltrip25 现在来看消耗挺厉害的，不过可以用subagent接便宜的模型去筛。这个主要是想拿来刷时间线和拓展一些内容，靠谱的kol和交易员都开铃铛了，逐字学习哈哈哈
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@TinyPity1 这个耗token厉害吗？我建议是把靠谱的交易员或者kol放到一个列表里，让它定期查看并且总结推送，经济性更好些信息质量也更高些
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@CryptoApprenti1 @qxh141913 有限无限的关键难道不是总量会不会一直增长吗？2100万枚BTC在这里，不用担心增发导致供应冲击影响价格，这和可不可以分割有什么关系...
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2026比特币 $btc 彻底被证伪，我认为有以下几点：1. 避险被证伪 2. 抗通胀被证伪 3. 支付被证伪 4. 不产生价值 5.抗审查被证伪6. 去中心化被证伪 7. 财产自由也被证伪（美国政府标记以后，根本没人敢要）
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The Chicken or the Egg: The Trump Trade and Bitcoin's Glass Ceiling
This is a very long thread and intends to capture my iterative development around Bitcoin's price ascension since October 15th, and to re-affirm original views made around my guest appearance on @1000xPod.
Before we begin: I want to make this very clear. This is not suggesting you long or short any coin, especially as OI/positioning remains extremely crowded over the next week. It is extremely possible (would err toward even very likely) that we challenge an ATH, which could create significant right-tail effects. Specifically, I think managing a new short position from here could be very difficult. With that being said -
Today, I seek to define the nature and intensity of flows that have have since entered Bitcoin (+$250B in BTC and +$400B in total crypto market cap since $59K lows) since mid-October, and to characterize the capped capacity that I believe exists for Q4-24 (which I believe will not be meaningfully broken).
My belief is two-fold: 1) new money remains constrained (which is a necessary pre-requisite); the heavy inflows we have observed in the last 2 weeks are highly mercenary and 2) the excess liquidity necessary to create a blow-off top (like we saw in 2021) is not present.
However, I believe the following tenets are highly under-covered and under-discussed, namely for one reason: cupboard analysis is very lazy as it pertains to why price goes up, and generally only starts becoming active when price goes down.
What you must believe:
1) The direction of the election does not drive a price-dependent outcome; rather Bitcoin is currently being used as a liquid proxy to hedge a Trump win.
2) "Easing conditions" present today for manufacturing a new TOTAL-high is insufficient. The correlation of rates and other popular heuristics to faction liquidity is much weaker than popular rhetoric suggests, with signs pointing toward price ultimately being suppressed rather than price discovery.
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漂流Trip🌈⃤ 리트윗함
Not the first time I have seen this question so will try and answer it as in-depth as I can.
If BTC was to enter a multi year bear market it would compress the mNAV into a major discount, and $MSTR would probably no longer trade as a levered BTC asset.
It wouldn't directly force them to sell any $BTC, as their holdings are not pledged as collateral and there is no price focused margin calls.
I think people also forget the Strategy business is also a SaaS company what generate $500M~ or so in revenue, and has done so since 2015 so that cash flow won't just disappear when BTC price goes down.
They have long term debt of around $8.2B @ an average rate of 0.42%, so around $34M in outgoings per year on the debt, what I am sure the revenue from the SaaS business can cover if we did have a long term bear market.
Like worst case scenario if all else fails and their SaaS business goes down the pan, they could lend apart of their BTC stack out to cover the $35M in interest, then the only risk is the exchange who they are lending too doing an FTX.
But like we are getting to a point where literally everything has to go wrong here in crypto.
:)@smileycapital
@satsdats genuine question what happens in a completely hypothetical scenario where BTC trades around 50k for multiple years, not just one year as previous bear markets does time based decay damage Strategy in any way and forces them to sell some of the Bitcoin or no?
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看到知乎的财报我彻底放心了。
早点破产吧
知乎真的该死。
我记得大概七八年前，知乎算是我周围人每天必刷的app。也诞生了一批非常优质的创作者。
之后就是越来越难用的app。
还有那像狗皮膏药一样的盐选故事。
另外，再说一个点，如果你发现一个app的开页广告会带你跳转到其他app。
那么这个app已经算是废了。
如果你是靠这个app赚钱或者商业化变现的，尽早跑路。
当有次打开知乎，我因为误点广告跳转到京东后。我就知道知乎已经完了。
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We've enabled the page for early Sonar verification.
The pre-deposit contract will go live automatically at 9am EST, per the contract settings.
The ONLY link: predeposit.megaeth.com
MegaETH@megaeth
MegaUSD Pre-Deposit Prep → Deposits open tomorrow (11/25) at 9a EST (time is automated and in-contract). → The site will go live ~1hr prior for Sonar verification. → $250M cap. Depositors will receive USDm unrestricted on MegaETH Mainnet in December.
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