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@CryptoperatorL

undergrad (CS major), crypto rookie, BTC & ETH & SOL holder, BIG FAN of @0xPickleCati, Die-hard POI fan

Earth Katılım Haziran 2023
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Root
Root@CryptoperatorL·
Slowly but surely Always be humble
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Root
Root@CryptoperatorL·
@web4miko 猫老师是最diao的!
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Miko.AI
Miko.AI@web4miko·
币圈奇女子系列1️⃣----Pickle Cat黄瓜猫 黄瓜猫逐步回血ing,重新登顶币安实盘榜一!你们的皇帝回来啦! 此时此景,我必须要BB几句。本文约3100字,大约需要7-10分钟。 自从上次在柏林跟Pickle Cat黄瓜猫小聚以后,一直想提笔给大家详细介绍一下黄瓜猫。奈何中途碰到一些大家众所周知不可抗拒的原因。耽搁到现在。因为Pickle Cat对于整个中文区来说,都是一个很神秘的存在。 目前很多人只知道她是一位女子。不接广告,不带单,不做返佣,仅此而已。其他诸如年纪多少大,如何赚到第一桶金,身世背景,为何叫黄瓜猫这个名字,为什么用这个头像等等一系列疑问。值此比特币站上80000大关,黄瓜猫重新登顶币安实盘榜单第一之际。我来提笔给大家告诉大家一个我眼中真实的Pickle Cat------黄瓜猫。 黄瓜猫,华裔加拿大人。00后。普通家庭出身,以上为大家都知道的公开资料。非一些路边社说的天龙人后代。她的战绩,在币安历史总榜可查,也经过一姐的亲自认证。入圈很早,具体年龄我就不说了,免得大家心理接受不了。这么说吧,她入圈的年纪,同比很多人还在辛辛苦苦小镇做题。 黄瓜猫一直都是匿名的。之前主要在reddit上玩耍,刷推也是潜水,主要也是为了看项目还有看市场情绪而已。盘子,ico,defi summer,nft,铭文,符文,她其实都玩过。虽然在体验各个时期的各种新玩法,但是据我了解,她给自己的定义一直都是Trader和普通用户,从未当过dev或者进行过所谓的builder。因为她只是把那些当做一种体验而已。她在推特上逐步被人所知,源自meme疯狂时期,给一个meme工具平台提出了很多意见,该平台老板对这些意见非常重视并进行了回应。而真正被人熟知,是因为她把币安的交易号改成了相同的头像,也就是现在大家熟知的黄瓜猫头像。大家才知道,原来她竟然是币安盈利榜上一直遥遥领先的存在。 黄瓜猫的第一桶金是怎么来的?很多都好奇这个问题,我同样也非常好奇。据了解其实她跟很多人进入这个行业一样,最先都是懵懵懂懂的。最开始玩的是一个叫MMM的盘子,最后盘子崩了,亏了。但是还剩下多少BTC,我没问。然后不服继续玩cryptokitties,终于赚到了在她当时那个年纪对她来说的很多很多很多很多很多的钱,并且成功的留住了钱。 作为一个老OG,自此匿名活跃在二级市场上,独自闷头做交易。相信很多人在币安查看过她的个人资料页,没错,这个账号已经8.7年历史了,注册于2017年8月。而币安的历史,自从2017年7月成立,到现在也不过9年。我当面问过黄瓜猫,为什么选择币安,而不是其他平台,毕竟当时也有不少平台,很多都比币安名气大。她的回答很有意思,竟然单纯是喜欢币安的商标而已。随着时间的沉淀,发现币安的深度也是最好的,感觉应该是一个可以长期使用的交易平台。果不其然,她没有看错。币安在一步一步的发展壮大,最终成为大家现在口中的宇宙所。在此,我个人强烈建议一姐 @heyibinance 在币安十周年之际。一定要给黄瓜猫这样的老OG们,颁发一个“OG陪伴奖”。 黄瓜猫爆过仓吗?我问到的答案是不光爆过仓,而且不止一次,是三次。正是这三次爆仓,才让她形成了目前稳健的交易风格,查看她的币安个人资料页,也是显示为中频交易者。有时候利润回撤时,很多人比她自己还担心她的仓位,也是这次黄瓜猫回血这么多,促使了我要写一写币圈女性系列的原因。 但事实上,以我对她的了解,按她的性格,即使再爆一次,她也有信心自己能再度起来,因为她没有恐惧,也就无所不能。何况她是一名死多头,大不了逢低就不断加仓,买买买而已。每一次周期的低谷,或许对她来说,只是她的购物季。我不禁感叹,这跟巴菲特的风格何其相似,目前手握雄厚现金流的巴菲特,恐怕也是在耐心蛰伏与等待,准备大规模捡尸体吧。小小透露一下,我打探到的确切情报: 黄瓜猫是一名E卫兵,她现货挂了很多limit orders,一直接,亏掉的ETH她貌似都要买回来。 当时我有很大的疑问请教她,就是现在特朗普政府经常随意画K线。我个人觉得年底前是不是还要大跌一波,因为战争的情况很不好,币圈情绪和圈外人也不看好,和2022年有点类似。她却很乐观,认为币圈的下一次共识升级可能来的会更猛烈。而且下一轮共识升级,不会是MEME或者和NFT这样极限投机程度的叙事了。会是有实际应用收入的项目币,而且是真正有用的cion会越来越多。当然,也不否认,任何时候都会有泡沫的存在。我深以为然,毕竟,没有泡沫的啤酒,还能叫啤酒吗? 针对很多人离开币圈去玩AI,我们也进行过一些探讨。我个人的看法是,很多人其实都没玩明白AI,如果真正玩明白了AI,就会发现,AI发展的越快越好,其实对币圈的发展越是利好,因为最后大家会发现AI Payment只能用crypto,没有别的有效选择。加密天然就是为AI准备的,我个人认为越高度自动化的AI,一定要接入crypto。因为crypto不受国界/政府的干预。她表示大部分赞同。是的,黄瓜猫正在研究AI交易,每个月光TOKEN费用就不下2万刀。 很少人不知道黄瓜猫的真面目,也非常好奇,甚至有人质疑这个人是不是真实存在,阴谋论甚至怀疑是不是某交易所推出来的样板工程。毕竟没几个人在公开场合见过她,在这里,我也只能从主观的角度简单的说,她是一位在街上看起来很漂亮的灵动乖巧领家小女孩,她的爱好跟大多数女孩子都差不多,她也喜欢LABUBU。换位思考,如果你是她,有这样的身价,愿意公开抛头露面吗?需要吗?毕竟,我和黄瓜猫一起亏过钱,都是亏在所谓的熟人朋友那里。对她来说,越是熟人,越可怕。我认为保持这种不公开出现在公共场合的状态,是对她最好的建议。 聊的越深入以后,,我才知道,她最开始上推特也就是想随便发发牢骚,吐吐槽,顺便说一下自己的想法而已。毕竟币圈的很多东西都变了。对于她这种这么早入圈的人来说,肯定已经找不回原来的那种cypherpunk精神,正如我们现在看到的那样,圈内现在大多都是急功近利,牛鬼蛇神之徒。 我问她对于这么多粉丝关心你,开心么?才了解到,有这么多粉丝根本不是她的本意,开始她也没想到会有这么多人关注她,搞的她现在不得不偶尔发发推文,分享一下自己的心得体会。或许,在我这个旁观者的视角看来,旅游,复盘,继续现货狂买,才是她最舒适的生活方式。并且站在我的角度看,推特对她而言,太复杂了,一不留神,发表的看法或者批评,就很容易被人利用,甚至被人当枪使。毕竟她不带单,不返佣,不做广告,为了琢磨发推的内容,纯纯是耽误她交易和赚钱。我在这里抄录一段她TG频道升级公告里的原文,估计就是她内心最真实的想法吧: 我还在交易,只是不只是纯把重心都放在crypto交易了,每次币圈熊市我都会回到个很发散性思维的状态(什么新东西都想学一下,天天写东西/shitposting/“对地球上所有事情都超级好奇阶段”) 很多人很好奇,为什么叫“Pickle Cat”?实际上是她很喜欢一部电视剧叫“rick and morty”,非常喜欢里面的“pickle rick”,然后又很喜欢猫。所以给自己起了这个名字“Pickle Cat“.还亲自设计做了一套表情包。就这么简单。 值此BTC重回8万,黄瓜猫的币安公开账户也回血了很多,重新回到了榜首。老OG的默守与坚持,由此可见一斑。至于是如何坚定自己的信念,并坚持到今天这个结果,或许只有她本人才能描述这个回血之路的整体心路历程。不过写到这里,我好像又能理解了,毕竟,她是一名死多头,E卫兵。
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Pickle Cat
Pickle Cat@0xPickleCati·
Gonna share my 2026 hedging thesis (long tweet warning) I call it: how to get paid even if crypto bleeds and tech beta starts vomiting into year end. Strictly my personal opinion. All info below are based on PUBLIC sources. Not financial advice, DYOR With crypto potentially facing another 20-40% drawdown into year-end, I’m increasingly convinced that select oil and tanker equities are one of the cleaner hedges right now. AND NO, this isn't another tweet about gambling long or short on crude. The play is shareholder yield: dividends, supplemental dividends, and buybacks, backed by strong free cash flow, manageable leverage, and real asset exposure. Sized right, the basket could return 20-30% cash this year. My thesis is not “which oil stock does 2x or 5x.” It’s defensive: these companies are generating exceptional cash in the current freight and energy setup. Many run with low single-digit net debt to EBITDA, and select names can deliver double-digit shareholder yield through 2026 if rates stay firm. That’s real cash flow while crypto chops, and honestly I’d rather have that than be all-in into tech growth names that offer zero yield buffer when risk assets correct. Buying now can still qualify you for upcoming quarterly dividends, but you need to own shares before the official ex-date. Make sure you check share buyback policies too, because that’s where the real combo comes from: dividends + buybacks + potential share price gains. ALSO AN IMPORTANT TAX NOTE everyone should know: > US taxpayers: want the lower qualified-dividend tax rate instead of getting cooked at ordinary income rates? Usually you need to hold shares unhedged for 61+ days within the 121-day window around the ex-date. > Non-US investors: normal US dividends can get hit with a 30% withholding tax slap. BUT many tanker names are foreign-domiciled, so the tax haircut can be much lighter. Don’t be lazy though, check domicile, broker, and local tax before celebrating. The near-term dividend window is worth watching, but I’m separating confirmed declarations from forecasted ex-dates. Confirmed/recent shareholder-return updates: > ASC announced on april 29 (literally yesterday) that it is doubling its payout ratio to two-thirds of adjusted earnings, effective Q1 2026. Q1 MR spot TCE was around 33.7k/day, and Q2-to-date was around 50k/day. Dividend amount/date still needs official declaration. > Var Energi (OSL:VAR/VARRY) has a confirmed 300M Q1 2026 distribution payable June 12, with another 300M guided for Q2. > Eni (E/ENI.MI) confirmed a 2026 dividend of €1.10/share and raised its buyback plan by about 90% to €2.8B. > TTE raised its first 2026 interim dividend by 5.9% to €0.90/share and doubled Q2 buybacks to $1.5B. Not a May/June capture name, but good shareholder-return ballast. For the tanker watchlist: > DHT has one of the cleanest payout formulas: 100% of ordinary net income as quarterly cash dividends. Q1 payout/date still needs declaration. > TRMD’s last official distribution was $0.70/share. Any May dates floating around are watchlist inputs until TORM officially declares. > FRO paid $1.03/share for Q4, and Q1 looks strong with VLCC days booked around 107.1k/day. But the next dividend is still pending. > INSW’s most recent payout was $2.15/share combined ($0.12 regular + $2.03 supplemental) for Q4 2025. Next payout depends on Q1 results. > HAFN (product/chemical tankers) raised its latest quarterly dividend to $0.1762/share and is seeking a new 10% buyback mandate at the 2026 AGM. Next payout pending. > STNG is more buyback + quality product tanker exposure than a huge dividend-capture name. > NAT has visible variable yield, but I’d treat it as higher risk. The basket has 4 buckets: Variable/formula-based tanker payouts: ASC, DHT, TRMD, HAFN, FRO, INSW, NAT (highest dividend torque in the basket, but also the most variable) Product tanker buyback discipline: STNG (still shipping exposure, but more buyback + quality operator than huge dividend capture) Big energy shareholder-return ballast: SU, TTE, E/ENI.MI, CNQ, REPYY/REP.MC, OSL:VAR/VARRY (less sexy, but more grown-up hedge: dividends, buybacks, scale, and balance sheet durability) Buyback/growth oil names: VIST, ATH. TO (not dividend names, but buybacks can still create shareholder yield without sending you a cash dividend) see the table below for the full visual overview with qualification/timing notes on every name (including higher-risk examples like PBR) IMPORTANT: this is not a free dividend glitch. Stocks often adjust down around the ex-date, sometimes more than the dividend itself. variable dividends can disappear if rates collapse. Buybacks only matter if management buys at sane prices. So, the setup I like: own cash-return machines while the market is still underpricing how long energy cash flow can stay strong. Why this hedge over the usual alternatives: > tech stocks: still risk-on beta, no yield buffer > bonds: help in recession, messy if inflation/oil risk stays sticky > cash: safe but real returns are unexciting > long dated puts: clean hedge, expensive theta bleed if timing is wrong The tanker angle is different because strong Q1/Q2 cash flow can come back as dividends, supplemental dividends and buybacks. (not fixed, but in the right rate environment, cash returns fast) Even if Hormuz reopens tomorrow, the system doesn't reset overnight: > inventories still need to rebuild > refined products can stay tight > trade routes can stay inefficient > Q1 cash flow already happened > Q2 rates are the next thing to watch Crypto for asymmetric growth, oil-linked yield for cash flow ballast. I don't need every hedge to 5x, sometimes the boring trade just keeps paying you while crypto does whatever crypto does.
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SukiSu
SukiSu@suwanyu7777·
今天没去成@Bitget_zh 的活动但在去bg活动的路上拯救了一只卡在墙缝里的小猫!成就感满满呢~感谢老郑@Sookiebabe123 也随时关心着小猫❤️
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Pickle Cat
Pickle Cat@0xPickleCati·
今年btc最大的共识就是没有共识,都说看不懂btc了,我来总结下我看到的几个派系的观点,大家可自行战队: 1. 宏观派系(中期看多,年底混合) > 赌clarity法案5月有实质推进,看多 > 赌5月两国元首会面缓和地缘风险、带动risk-on,看多 > 赌中期选举共和党守住关键席位,年底看多;赌民主党翻回house、trump议程受阻,年底看空 2. 玄学派系(年底极度看空) > 365与1065天周期论(如下图)完美预测了近10年btc的高低点,去年2025年10月初是高点也魔幻地对了,下一个低点指向今年10月初 > 直觉论:聊过的经历至少一轮牛熊的朋友,体感一致认为Q3-Q4还要有不止一个大项目/交易所/币圈资本爆雷,连环爆 3. 画线派系(短期看空) > btc在等价格触及日线维加斯通道或ema200及前区间结构位低点,8万附近,回补cme期货缺口以后 布局长线空单 4. KOL派系(啥观点都有) > btc 82k空,80k就是假突破 > btc绝对到不了80k别想了 > btc要回到10w > “我已看不懂crypto我去玩美股和ai了” > “我用ai交易100u赚到10wu,给我399u入群费我带你玩转事件合约高胜率” 很好奇大家都看好哪个派🤣
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SukiSu
SukiSu@suwanyu7777·
过去48小时,加密圈遭遇连环暴击! 孙哥单人火速提走1.54亿美金ETH,发生了什么? 今年最大规模的DeFi黑天鹅突袭!Kelp DAO被薅走2.94亿美金,你重仓的“再质押/流动性挖矿”资产可能正面临随时连环爆雷的尾部风险! 不仅如此,远在中东的一根输油管,正在暗中压制BTC的上涨势头。 BTC困守74k,接下来的多空生死线到底在哪? 市场最难的不是“做对”,而是方向不明时不着急下注!
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Root
Root@CryptoperatorL·
@OpenAIDevs When is it available for individual?
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OpenAI Developers
OpenAI Developers@OpenAIDevs·
Use Codex where your code already lives. With Remote Connection, Codex can connect to SSH-accessible devboxes, so files, commands, credentials, network access, and compute stay on the remote machine. Rolling out first in alpha for enterprise environments.
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Pickle Cat
Pickle Cat@0xPickleCati·
这世界不仅是个巨大的草台班子,还是个巨大的虚拟世界。我们现在就是在重播一战后到二战前的剧本,不信自己看。 1920s-1939: > 美国右派总统Harding上台,喊”America First”(对,这口号比Trump早100年) > 大萧条把中产一夜打成无产 > 年轻人往左冲,德国共产党冲到国会第三大党 > 右翼靠”反共产党”收割恐慌上台,一批最恨资本主义的左翼工人,转头投了纳粹 > 纳粹支持率4年从2.6%冲到37%,翻了14倍 > 西班牙内战变成大型代理战预告片 > 国联装死 > 1939,二战爆发,后面跟着几千万条命 2020-2026: > Trump把America First翻出来 > 疫情+通胀+房价干碎中产安全感 > 年轻人又开始觉得“社会主义”挺酷。按 2025 年一项美国民调,18到29岁里,62% 对社会主义有好感,34% 对共产主义有好感。 > 右翼靠反woke反全球化反移民重新集结 > 一部分原本在左翼话语里的人,又开始往右翼极端漂 > 代理战遍地:俄乌、中东、霍尔木兹 > 美伊谈了21小时没deal,Vance上飞机走了 > 联合国装死 > ??? 地球online这游戏连台词都不打算改了吗 上一次这套东西跑了快二十年。那会儿消息靠报纸,动员靠广播,武器是坦克。 现在消息实时,情绪算法喂,武器高超音速,历史在倍速播放。 1937年的柏林人,白天也一样正常上班。
Pickle Cat@0xPickleCati

@worldlibertyfi @justinsuntron 拿官号直接开大啊,这几天咋全世界都在玩过家家呢??🤣 CZ VS 徐明星,WLFI VS 孙割,美国 VS 伊朗

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Pickle Cat
Pickle Cat@0xPickleCati·
昨天把wlfi现货全抛了,对这整个项目以及它关联生态很失望。复盘一下近期情况(给不了解的朋友),真有点22年luna崩盘的影子了。 wlfi团队从金库拿出50亿枚wlfi(自家治理币),抵押到dolomite(这个的联创corey caplan同时还是wlfi的顾问,你说巧不巧?!),借出7500万美金稳定币,其中4000多万直接转去coinbase prime(机构卖币常用通道) 这一把直接把dolomite的usd1池利用率干到100%+,可用流动性一度变成负23.2万usd1🤡 普通散户存款利率被瞬间推到35.81% apr(听起来很美),池子几乎被单一大户借空,最惨那段时间散户想提钱都未必提得出来。 目前wlfi相关仓位占dolomite总流动性的55%,这个协议基本变成wlfi的私人提款机。 团队官号回应:别fud,我们是”锚定借款人”在为生态创造收益,离清算还远,随时可以加更多抵押。 然后他们甩出一个数据想证明”我们对自己的币有信心”: “过去6个月我们回购了4.35亿枚wlfi” 听起来很硬核对吧?团队真金白银从市场买回自己的币,典型的”看好后市”动作。 那我们就来算算均价和现价: > 回购均价:$0.1507 > 总花费:$6558万美金 > 当前价:$0.08 > 浮亏~$3100万,亏损率47% 单看只是买贵了。放在一起看才恶心:左手高位回购演信心,右手低位抵押借真钱,套现走人,毫发无损。 代价?dolomite池子里被锁住的散户在扛雷。更严重的是长期利空,这是在教市场以后怎么不再信你。以后任何利好、任何拉盘预期,都要先过”这帮人会不会又把池子抽干”这一关。 是不是有点luna的味道? (2022年terra靠ust和luna互相支撑,anchor用接近20%年化吸了巨额存款。后来信心一松,ust脱锚,系统狂铸luna去救,结果越救越崩,几天内蒸发了约400亿到500亿美元价值) 当然不完全一样,usd1有bitgo真实储备,不是ust那种算法稳定币。 像的是另一层:自家币当抵押、生态自我循环、流动性薄、团队左手喊信心右手套现。 luna真正的教训不是算法稳定币会崩,是当一个项目的所有支柱都是自己印出来的,信心一旦松动,跌起来没底。 这次我不赌了。
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安东尼Anthony
安东尼Anthony@1kbxx·
卧槽一个多月没发推了,很多人没意识到一点,熊市越努力亏越多,本质上大家都是凡人,牛市有电梯在扒上电梯就好了,但电梯到高点能下来的站住在高楼不跳下来,已经超越99%了,当然凡事无绝对啊,熊市赚的交易大神肯定也有。 最近现实生活太忙了,但是币圈我已经在定投几个礼拜了,目前预设是200天定投打完子弹,定投的金额会调整个几次,回想起来22-23年我也在定投,很多人都瞧不上这玩意,说自己资金太小,结果呢看了看,如果定投btc均价2-2.2w就算拿到10w好了不说12.6w,应该现在跑赢99.9%,事实上可以现货定投,想激进或者信得过自己想摸别人口袋的话,就右侧合约再上点杠杆就行。
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安东尼Anthony
安东尼Anthony@1kbxx·
我好像之前说四年周期大概率结束了,光看这句话现在看是错了,但其实不全错,让我再重新说说这个想法。 从前比特币的定位更像美股七姐妹后的第八只美股,同时放大了波动性。但我觉得现在来说,我更偏向于比特币在未来长期发展成数字黄金或者大宗商品的定位,比特币不生息,商品也不生息,因此具有超强的周期性,长期持有不生息资产的增长预期实质来自于通胀,通胀的实质来自于各国政府每每需要调度资源时就要不可避免的印钞用钱,而所谓的自由民主货币2100万枚固定比例等等等等属于锦上添花的优势,因此我认为未来长期持有比特币的年化会比黄金白银高。 这种周期性资产,在下跌后长期持有和超高点长期持有的年化收益率有非常非常大的区别,因此此时买入比特币绝对优于黄金。当然黄金我也继续看好但就不选择了,因为美元信用似乎在几十年稳固之后开始松动。 周期会一直在,但是四年这两字,慢慢会瓦解了。随着机构,超多高净值人群在上一轮进场,老og手里的币在10万上下2万美金完成了一次大换手,而换手到的也是一群有能力长期持有的人,因此高点下跌50%-60%已是比较极限的位置了。
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Pickle Cat
Pickle Cat@0xPickleCati·
every revolutionary movement follows the same arc: 1. idealists build something because the old system failed them 2. it works. attracts people who want the benefits but not the philosophy 3. money enters 4. mainstream users outnumber originals 100:1 5. ABSORPTION, the product evolves to serve the majority, loses “soul” 6. the originals feel betrayed, go underground or leave punk rock did this, open source did this, the internet did this, crypto is doing it right now. But the absorption is never total. encryption was classified as a literal weapon, cypherpunks fought a legal war just to export PGP, now E2E encryption is default on whatsapp alone for 3 billion people. Linux never won the desktop but it runs every server on earth. the revolution didn’t “die”, it just gets absorbed so completely nobody remembers it was one. Crypto has two paths from here. Path A: Absorption. 99% buy bitcoin through ETFs. AI agents settle payments on-chain because they can’t open bank accounts. crypto becomes invisible plumbing. nobody calls it “Crypto”, nobody cares about the philosophy, but permissionless rails run underneath everything. Path B: cascades of war, sanctions, currency collapse, institutional failure becomes a lived reality for millions at once. sovereignty stops being philosophy and becomes survival. the cypherpunk ethos stops being a subculture and becomes the default because the alternative already failed. the difference between path A and path B is just one crisis nobody saw coming. most people are only pricing in path A.
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Justin ccc
Justin ccc@justin_cic·
熊市就是这么无趣,因为行情不好,亏钱的人只能到推特上发泄怒火,@daidaibtc 先开始,再来又有人去骂@diamondhandjs ,搞得JS想注销帐号。连@Tintinx2021 开的小玩笑都被无限放大。这些人可知道他们才是真正愿意分享有用的知识而不是水文吗? 看到大家的怒火都這麼大,真是无奈。
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壹屋鱼
壹屋鱼@xiaoyubtc·
AI 项目 Yupp @yupp_ai 停止运营了。 产品上线才 9 个月,币还没发,就没了。 3300 万美元融资,a16z 和 Coinbase 加持的项目,也没能撑住。 以前怕反撸,现在好了, 毛没撸到,羊先死了。
Pankaj Gupta@pankaj

1/ We’ve made the difficult decision to wind down yupp.ai. The website will be up for another 15 days during which time users can download their chat data. New users won’t be able to sign up and existing users won’t be able to create new conversations after today. Yupp is a loved product by many and we are sorry to the community for this outcome.

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Pickle Cat
Pickle Cat@0xPickleCati·
这几天刷推的一些感想: 1. bp女巫了全世界,edgex明牌老鼠仓被骂后突然拉了个盘,不知是为了爆空头还是以为拉下盘社区就不追责了🤡 好的谢谢 又是被加密暴打的一周 悬着的心终于死了 2. 从上轮牛尾开始 上所=利空 成为共识了,以前将利好全塞在发币前的共识已经彻底烂了。本来crypto有比tradfi有更好的条件去做post-TGE融资比如说协议收入全在链上,资金流实时可查,treasury透明可见,这些优势是tradfi花几十年建审计体系才能勉强做到的事,crypto天然就有。 3. tradfi里IPO后增发 定增 可转债 上市后继续融资是家常便饭,然而crypto没有这种共识,这就是差距,但差距意味着空间,也就是机会。 4. post-TGE融资此前一直有人提但提前一步是天才,提前三步是疯子。因为crypto产品没有真实用户,TGE后就是空城,拿什么去融第二轮?而且每次熊市骂完,牛市新韭菜进场旧模式又能跑一轮。 5. 但这次两件事同时变了:散户不仅被割麻还变聪明了,上所就砸,空投到手就跑,farm几个月分到几十块,这样的学费不需要再交第二次。而且现在信息的透明度和传播速度比以前高太多了,新人进场搜一下就能看到几百条血泪教训。同时crypto第一次有真实经济活动,稳定币在做支付,部分协议在赚真钱,旧叙事没人接了 新的变革有基础了。 6. 下一轮真正的共识升级不一定是全新赛道全新叙事,会是TGE后融资变成正常的事,谁先把这件事做出来,谁就定义下个周期的规则。
𝐎𝐱𝐫𝐚𝐲.𝐞𝐭𝐡@Ray80230

以前给新人培训的时候,会给他们讲撸毛的历史。 第一阶段:项目方是真的为了获得用户和市场,实打实的发钱。 第二阶段:项目方为了获得更好的数据,拿一部分的筹码换取大量的数据,为了更方便融资。 第三阶段:项目方上币,交易所要太狠,要求太多,不让团队份额过早解锁,项目方干脆把自己老鼠仓藏在空投份额里,但是多少会发一些到市场上,起码能堵一部份人的嘴,不至于全是负面的,不然大家会闹腾,我们撸毛属于虎口夺食,项目方吃肉,我们喝点汤。 现在好了,第四阶段,现在是项目方先来一轮假融资,或者联合vc做个局,先把撸毛的手续费收割一轮,然后全给女巫掉,然后演都不想演,直接空投全发给自己老鼠仓,然后吃干抹净,还吐上一口口水,骂上一句,臭撸毛的傻逼,然后又去换个壳,继续下一轮了。。。

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Pickle Cat
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.
Max the VC 👨‍🚀@mreiffy

Google is basically saying: “We’ve cut the quantum resources needed to break Bitcoin’s encryption by 20x. We can now break it. We can prove it. We’re just not going to tell you how. We’ve slowed down research to give crypto a chance. You have until 2029 to figure out a solution. Good luck.”

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壹屋鱼
壹屋鱼@xiaoyubtc·
BackPack、EdgeX 接连反撸,Perp/DEX 赛道废了吗? 项目方嘴上说的是共建生态, 心里想的却是怎么让你多刷一点、多留一会儿、最好再帮它拉新。 汇总了下未发币的 Perp/Dex 项目: StandX Grvt Variational Nado Cascade o1 Genius everything Liquid Astros 这里面会有几个CS项目?
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Root
Root@CryptoperatorL·
@0xPickleCati 从现在开始每天早睡早起
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Pickle Cat
Pickle Cat@0xPickleCati·
relax AI won’t take your job, it’ll just take your weekends your sleep your hairline and eventually your pulse. let me explain with a wall street love story: > you’re a 1976 Wall Street trader > pen and index cards, screams orders into a phone pit > handles 1 sector. goes home at 5 > 1985, you get a computer, real time quotes, electronic execution > now handles 3 sectors. goes home at 8 > 1999 you get the internet, scans global markets from your desk > now covers 5 sectors. goes home at 10 > 2026, you get AI, does the research of a whole analyst team solo > now does the work of 10 people. doesn’t go home > you’re now the most productive trader who ever lived > you die at 43 > but hey at least you were productive > they’ll replace you when you’re dead though so don’t worry about that part
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Root
Root@CryptoperatorL·
@woaitaoershi 请问这是币coin电脑版吗
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超级飞行员
超级飞行员@woaitaoershi·
兄弟们,我已经爬了老恶魔的交易数据,现在正在清洗魏神的交易数据,今晚这两个传奇交易员的实盘也会出现在我们的网站里
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超级飞行员@woaitaoershi

在k线中看顶级交易员实盘网站:tradersoul.cc 有什么bug评论我,如果大家热情足够高,我会多加几个传奇交易员的实盘,我会去多爬点数据,造福街家军,我也会做个解析的,让大家可以用来看自己的数据 网站做好了,耗时一整天,今天其实我应该做另外一个项目的搭建,但是街哥的实盘太牛逼了,我一直在看。 为了我自己看的舒服,顺手搓了一个结合k线的开单平仓的网站,大家随便用啦,不过做的比较匆忙,大家也担待一点! 半夜了,录了个网页使用教学,这条推如果能获得500赞,我会为去爬取评论区呼声最大的传奇交易员的交易实盘,放在这个网站

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