Ичао

4.1 早盘 这里市场情绪连续冰点的情况下，今天坚定看普反了 方向上，还是前期反复提到过的商业航天，储能，电力这种，目前还是持仓海博，海目星跟唐源，其余可以考虑咸亨国际的低吸，这几个接下来都会做一段时间

伊朗战争打了一个月，大家盯着油价和芯片运输。但一个更基础的东西在悄悄收紧：氦气。 卡塔尔供应全球约 1/3 的氦气，全部经霍尔木兹海峡出口。海峡封锁后，现货价格已经翻倍。氦气没法囤，原子太小，最好的容器也会泄漏，液氦容器的保质期只有 35 到 48 天。 而且氦气没有替代品，芯片制造的蚀刻工序要用氦气给晶圆散热，一片晶圆要蚀刻上百次。台积电代工了全球绝大多数最先进 AI 芯片，其中近七成的氦气来自海湾地区，AI 算力的上游命脉直接暴露在这条断裂的供应链上。 目前还没有人断供。但供应商已经在通知客户准备减量和加价，韩国芯片厂商在抢购美国现货。 氦气咨询机构 Kornbluth 说：现在是海滩上的晴天，但海啸已经在路上了🌊。

一个可以上教科书的人➤张雪：“有梦想就去追，因为勇敢我的人生更精彩。” 这年头，很难看到纯为梦想而活，最后还能实现梦想的人了，太励志了。 ps：独行者为他创立的张雪机车(24年创办)820RR与他的法国赛车手瓦伦丁·德比斯领先一众世界顶级名摩。 所有伟大的传奇都源于勇敢挑战世界的第一步！

In 2015, I purchased this Naklua condo in North Pattaya, for 2900 BTC. It was the first home I had ever owned. Although I only lived here for about two years before moving on to Bangkok and Seoul, and later to Europe, my time in Pattaya gave me my first real experience of living abroad and the courage to explore much farther parts of the world. When I first moved here, I had never set foot in a major developed country. During my first two years in Pattaya, I obtained a visa from the U.S. embassy in Thailand and received a second passport from Saint Kitts and Nevis. It was also here that I began to reshape my life and shift my focus away from the country where I was born. While many Chinese miners were still celebrating the early crypto boom before the eventual crackdown, I had already tasted my first real sense of freedom thanks to Pattaya. It was here that I personally built and launched our Zcash mining pool. I also witnessed the transition from Rama IX to Rama X, and watched the FamilyMart downstairs magically transform into a Tops Daily almost overnight. Yesterday, I sold this condo for 7 BTC. Life must go on, and I will miss Pattaya. Bon voyage.

有点遗憾了，只能吃点利息了... 本次在66000上下选了双币低买+卖PUT(损益两平价也在66000附近)+现货限价挂单(主要仓位)...结果没插下来π_π...插下来再TACO多好...