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DegenCap🦇🔊

DegenCap🦇🔊

@0xFMQuant

quant and degen

🇺🇸 Katılım Kasım 2012
884 Takip Edilen9 Takipçiler
allincrypto 熬鹰资本 🇨🇳
就aster满打满算75wu现货了,拿100wu套个空单等着收菜,这里利润也不少了。 五点有反弹我也不抄底了,反弹回94000我再看情况加空。
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DegenCap🦇🔊@0xFMQuant·
@modo_xbt Unemployment in China now is scaring…young ppl find no motivation
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DegenCap🦇🔊@0xFMQuant·
lol
宝玉@dotey

x.com/Acyn/status/19… 在正式对话结束后,扎克伯格私下凑到特朗普耳边,略带歉意地说道:“抱歉啊,总统,我刚才没准备好……我不太确定您心里想的是哪个数字。” 不料,这段本以为是私人交流的话却被桌上的麦克风悄悄录了下来 --- 硅谷巨头们频频造访华盛顿已不是什么新鲜事。他们常常带着巨额投资计划前来示好政界。就在上个月,苹果CEO蒂姆·库克就带着一座苹果造型的玻璃摆件登上椭圆形办公室,宣布未来四年将再投1000亿美元,使苹果对美投资总额达到惊人的6000亿美元。 或许正是这个数字,让Meta公司CEO马克·扎克伯格最近在白宫出席晚宴时,倍感压力。当时,他与特朗普总统就坐在一起,特朗普突然凑近问道:“你们未来几年准备投多少钱?” 扎克伯格明显被这个突如其来的问题打了个措手不及,他有些尴尬地回答道:“呃,我觉得可能至少会达到6000亿美元,到2028年吧。” 特朗普一脸若有所思地重复:“那可不少啊,真的不少。” 没错,这笔投资的确堪称天文数字。然而,更有趣的是,就在正式对话结束后,扎克伯格私下凑到特朗普耳边,略带歉意地说道:“抱歉啊,总统,我刚才没准备好……我不太确定您心里想的是哪个数字。” 不料,这段本以为是私人交流的话却被桌上的麦克风悄悄录了下来,一时间成了媒体竞相报道的焦点。 6000亿美元到底有多大?对于Meta来说,这意味着公司接下来几年要大幅增加在AI领域的投入。要知道,Meta今年7月才公开表示,预计2025年全年支出会在1140到1180亿美元之间。公司CFO苏珊·李(Susan Li)甚至表示:“我们还没开始2026年的预算规划呢。” 而明年Meta最大的成本主要集中在基础设施和员工薪酬,预计年度开支增速为20%至24%。这么看来,到2028年达到6000亿美元的投资目标实在野心勃勃,甚至有些夸张了。

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Dr.Wang
Dr.Wang@HotmailfromSH·
「一图读懂:中国历史时空示意图」
Dr.Wang tweet media
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Risk
Risk@ryzzqq·
52 Trading Never-Dos: Lessons Every Trader Learns The Hard Way 1) Never oversize. That is when you start becoming irrational. Blowing up while still being right is the fastest way to ruin. 2) Never trade when tired or sleep-deprived. Decision fatigue has ended more traders than liquidation ever could. 3) Never trade without a defined edge. Entering without one is just gambling with extra steps. If you can’t explain your edge in a single sentence, you probably don’t have one. 4) Never enter a position out of boredom. The desire to always be in a trade leads to suboptimal returns. More often than not, doing nothing is the best move.If you find yourself taking trades just to feel busy or because you “haven’t traded in a while,” check yourself. Trading for action leads to sloppy decisions and losses​.There’s no prize for the most trades – only for the most profitable trades. Sometimes the best trade is no trade 5) Never trade after a big loss. Tilt sets in, and you try to win it all back in one bad bet. Trying to recover everything at once is a guaranteed way to lose even more. 6) Never enter a position without an exit plan. Whether it’s a time-based stop, price stop, invalidation, or catalyst-driven exit—define it before you enter. Remember, the last moment of objectivity is before you place the trade​.Once you’re in, it’s much harder to admit you’re wrong, so decide beforehand when to cut the loss. 7) Never marry your bags. The market doesn’t care about your conviction. Cut or be cut. 8) Never trade your PNL—trade the market. Chasing losses or fixating on past wins clouds judgment and distorts execution. 9) Not all views are meant to be traded. The best trade is often no trade. Preserving capital and mental bandwidth for when odds favor you is more important than forcing activity. 10) Never fight the trend. The wave is stronger than you. Adapt or get wiped out. 11) Never try to knife catch without reason. "Cheap" can always get cheaper. 12) Never break your trading rules or deviate from your plan in the heat of the moment.​ Your rules exist for a reason – usually learned from painful experience. The moment you convince yourself “just this once” to ignore a rule (like moving a stop, or doubling down, or trading too big), you open the door to chaos. Discipline is doing the right thing even when it’s hard. As one trading maxim goes, plan the trade and trade the plan. 13) Never fire all your bullets at once. 14) Never trade outside your comfort zone. If a position is too big, you’ll start making fear-based decisions, thinking that market or someone is trying to liquidate you seeing ghosts where none exists. Size your trades proportional to the quality of your sleep at night. 15) Never let ego keep you in a bad trade. Admit when you're wrong—cut, reset, move on. 16) Never underestimate market reflexivity. Strength can always go higher, weakness can always go lower. 17) Never assume liquidity will be there when you need it. The exit door is always smaller than you imagine—liquidity isn’t something you decide, the market does. 18) Never mistake randomness for strategy. Buying because price is going up or shorting because it “feels high” isn’t trading—it’s blind betting. Even with good risk management, you’ll bleed out over time if your entries are based on nothing. 19) Never make the same mistake twice. Trading mistakes are inevitable, repeating them is unacceptable. Never lose the same way twice 20) Never forget to play defense. Being wrong is acceptable, staying wrong is not. Protecting capital always comes first. "Don’t focus on making money; focus on protecting what you have.” 21) Never just focus on offense. Survival > everything. If you don’t bet, you can’t win. If you lose all your chips, you can’t bet. 22) Never fall into lifestyle creep after one big win. The problem starts when you begin forecasting annual income based on a single lucky trade. 23) Never forget to turn defensive after a hot streak. Big losses come after a series of wins when overconfidence sets in. Check your ego—your last big trade means nothing to the market. 24) Never let pride, ego, or overconfidence take over. Always stay humble.| 25) Never trade in situations where you don’t have control. for eg. FOMC events 26) Never get complacent. A strategy that worked in one regime may stop working in another. Trading is a craft that requires continuous self-improvement. Comfort Is Often the Enemy of your PNL. Never assume you know for sure what the market will do. “We have two classes of forecasters: those who don’t know — and those who don’t know that they don’t know.”​ Never assume your edge is permanent. Markets evolve, edges fade, and what worked last cycle may be useless in the next. Keep refining, keep testing—stagnation is death. 27) Never ever average losers after your reasoning has been invalidated 28) Never trade with certainty, trade with conviction. 29) Never assume the market “must” do something, especially based on recent patterns.​The market doesn’t owe you continuity or logic. Just because a market has been rising (or falling) steadily doesn’t mean it can’t abruptly reverse. Avoid words like “surely” or “can’t possibly” in trading. Stay flexible – anything can happen. As a reminder: never say never about market behavior. 30) Never mistake win rate for everything. Maximizing winning trades for the sake of feeling good is a trap. Taking profits too early or avoiding necessary small losses ultimately hurts profitability. 31) Never underestimate discipline, patience, risk control, and execution over alpha generation. Plenty of traders have great alpha flow but don’t know how to use it.Good execution involves choosing not just what and how to trade, but when not to trade. Sometimes the best execution decision is no trade at all if conditions aren’t suitable. Always ask: “Do I have an edge here, or am I flipping coins?” If it’s the latter, save your capital for a better spot. 32) Never fall apart after a big loss or get euphoric after a big win. Emotional resilience is a trader’s strongest asset. 33)Never ignore price action after news. If the market reacts opposite to what you expected, get out. The market is telling you something you don’t see. 34) Never trade on borrowed conviction. If you buy on someone else’s tip, you’ll need them to call your exit too—and when they go silent, you’re stuck. As Livermore said: “Nobody makes big money on what someone else tells him to do.” Hone your own craft, build your own system. If you can’t trust your own decisions, you’re just a pawn in someone else’s trade. 35) Never go against your intuition. If something feels off, it usually is. 36) Never try to Catch Every Move It’s tempting to try to grab every up and down in the market, but that’s a fool’s errand. Always come from the mindset of abundance and not scarcity, markets will still be there and there are ample opportunities in the market to make you whole, you don’t need to swing at every pitch. 37) Never underestimate the power of failure. Failing early and failing often—while staying in the game—is how you get better. 38) Never hold onto losers when your thesis is invalidated, especially after a massive drop. "I’ve lost too much to sell now" is how you go to zero. 39) Never let "getting back to break even" dictate your decisions. That mindset leads to overtrading and eventually, full liquidation. 40) Never focus only on entries. A trade isn’t over until you’ve exited. Knowing when to cash out is just as important as knowing when to enter. 41) Never ignore the “boring” part (position sizing, stops, risk/reward) – it’s what keeps you in business.Don’t wait for a catastrophic loss to teach you this lesson. 42) Never trade for the adrenaline rush, Trade for the win 43) Never fall into the illusion of strength—it’s often just lagging behind reality. 44) Never stay/enter in a position out of 'HOPE' and wishful thinking 45) Never underestimate risk management. Prioritize protecting capital over chasing profits. "Take care of your losses, and the profits will take care of themselves." 46) Never exit/enter a position recklessly. The same way you scale in, you should scale out—"all in, all out" is a recipe for disaster. 47) Never make a bet you can’t afford to lose. No single trade should ever be big enough to take you out of the game.“The most important advice is to never let a loser get out of hand.” You should be able to be wrong 20 or 30 times in a row and still have capital left​. Never allow a single position to jeopardize your trading career 48) Never trade outside your edge. If it’s not there, sit out. Forcing trades outside your framework is how accounts erode. 49) Never assume your edge is permanent. Markets evolve, edges fade, and what worked last cycle may be useless in the next. Keep refining, keep testing—stagnation is death. 50) Never judge a trade solely by its outcome. Good trades lose money sometimes, and bad trades can get lucky. Focus on execution over results. 51) Never worry about looking stupid or staying in a position because of your public opinion. I have seen many a men die before their time because they were worried about getting publicly ashamed. Cut your losses without hesitation. The market doesn’t care about your pride—neither should you. 52) Never underestimate the power of stepping away. If you’re in a losing streak, liquidate everything and take a break. Mental capital is just as important as financial capital. The key is to break the negative emotional spiral Once you come back keep your size small and increase exposure only when you gain back your confidence. These lessons were learned thanks to the books I’ve read, the smart traders I’ve learned from, and the endless mistakes I’ve made along the way. Trading is lonely. It hurts. It makes you question everything. But if I had to choose again? I’d still take this over everything.
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Alf
Alf@MacroAlf·
China is making a similar mistake Japan did in the 90s. To counter a massive real estate develeveraging, they are cutting rates - but this is unlikely to work. The outcome is a continuous economic slowdown which could have negative effects on the global economy. 11/
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Not Greg
Not Greg@dogecoinmillion·
@hashjenni A salad bar
Not Greg tweet media
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DegenCap🦇🔊@0xFMQuant·
@smileycapital King I have long time separation from family and the only way to communicate is via video chat. Your mom feels so happy to have a such smart and wealthy son. All the best ser.
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:)
:)@smileycapital·
in the early hours of this morning, my mom lost the fight against cancer, after 7 difficult months following an unexpected diagnosis to a usually super healthy woman it was expected for the last ~2 months, so, yeah. I felt it yesterday all day long, idk, anxiety, a son simply feels, I told my IRL best friend something is terribly off will be a bit inactive until I get everything sorted out, as I'm the only family remaining reminder that all we do here is irrelevant compared to your loved ones my goal of retiring her, which I was 3-6 months away, remains unfulfilled hug your family, tell them you love them. you never know what life brings
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:)@smileycapital·
Ethereum underperformance; probable sequence of events, wouldn't be the first time, speaking purely HTF here [cyclically], participants will; -> give up on ETH eventually calling it a failed underperformer -> after BTC is done with most of the parabola in Q4-Q1, they will capitulate it into performing BTC+SOL+[insert altcoins] -> shortly thereafter ETH will pull monster move that puts BTC and most altcoins to shame, unfortunately majority is underexposed -> they will sell their altcoins to allocate into ETH close to top, enraged -> ETH lifts altcoins & kickstarts euphoria altszn, majority is underexposed to altcoins -> they chase alts at the top study 2021
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:)@smileycapital·
2021 I suffered 2022 I survived 2023 I learned 2024 I went full-time 2025 I'm on leaderboards send tweet
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DegenCap🦇🔊@0xFMQuant·
@smileycapital Same idea. Ppl never study ethbtc chart in 2020 and 2021 summer. Q4 and Q1 next year is the time.
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