Yang
182 posts

Yang
@Derrick_Yang_
onchain and degen no financial advice but ticker names here Dm’s open
Katılım Ekim 2022
683 Takip Edilen2K Takipçiler


@Christianeth Nice,正好最近想找个crypto收款接口。之前尝试NOWPayments和coinbase commerce不好接入,现在用着stripe,怕后面风控。
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对于大部分刚起步的开发者来说,无论是Crypto还是AI Saas应用,收款都是一件麻烦事。Stripe/Paypal的申请认证过程复杂冗长,而运行一段时间后突如其来的风控更会导致短期丧失现金流。
而现在通过快速集成Infini,可以多一条支付通道来接收稳定币付款。
你能免费解锁:
-全网最低的费率(低至0.3%)
-最友好的收银台体验,提高转化率
-实时到账
-支持多链,包括Tron,能够覆盖主流EVM钱包覆盖不了的客群
-支持订阅制和循环扣款
-以及附加的一系列资金管理和自动化财务流程
无论是独立开发者,还是Vibe coding的一人公司(即将上线无需配置API的Payment Link),都可以迅速开启全球收款。
注册链接:business.infini.money

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Yang retweetledi
Yang retweetledi
Yang retweetledi

THE GLOBAL FINANCIAL SYSTEM JUST BROKE IN TOKYO
Japan’s 30-year bond yield hit 3.41% today. That number means nothing to you. Here’s why it should terrify you.
Japan owes 230% of everything it produces. It’s the most indebted nation in human history. For 35 years, they kept the lights on by borrowing at near-zero rates. That era ended this morning.
Here’s What Just Happened
Core inflation is running at 3.0%. Government bond yields are spiking to levels not seen since 1999. China just conducted its 25th military incursion near Japanese waters this year. Japan is now forced to spend 2% of GDP on defense … nearly 9 trillion yen annually.
The Bank of Japan is trapped between two impossible choices: raise rates and trigger a debt collapse, or keep rates low and watch inflation destroy savings. They chose door number two.
Why You Should Care
Every major bank, hedge fund, and institution on Earth has borrowed yen at cheap rates and invested it elsewhere for 30 years. This “carry trade” could be worth anywhere from $350 billion to $4 trillion. Nobody knows the real number because it’s hidden in derivatives.
When Japan’s system breaks, this money unwinds. Fast.
The last time we saw a preview … July 2024 … the Nikkei dropped 12.4% in a single day. The Nasdaq fell 13%. That was a small tremor. The earthquake is coming.
The Math Is Simple!
Japan’s government pays interest on $9 trillion in debt. Every 0.5% increase in rates costs them $45 billion annually. At current yields, debt service will consume 10% of all tax revenue. That’s the death spiral threshold.
The yen is trading at 157 to the dollar. If it strengthens to 152, the entire carry trade becomes unprofitable. Unwinding begins. Emerging market currencies could drop 10-15%. The Nasdaq could fall 12-20% as funds are forced to sell.
What Happens Next
December 18-19, the Bank of Japan meets. Markets are pricing 51% odds they raise rates another 0.25%. If they do, volatility explodes. If they don’t, inflation accelerates and the problem gets worse.
There is no way out. Japan’s fiscal dominance is now permanent. They must keep the yen weak to service their debt. This means the free money that powered global markets since 1990 is ending.
The Bottom Line
Interest rates worldwide are going up 0.5-1.0% permanently. Not because of inflation. Because the world’s largest creditor nation can no longer subsidize global growth.
Your mortgage, your car loan, your credit card … all repricing higher. Stock valuations built on cheap money … all compressing. The everything bubble … all deflating.
This is not a recession. This is a regime change. The largest liquidity engine in financial history just seized up, and most people won’t understand what happened until their portfolios are down 30%.
Tokyo broke the world today. You’ll feel it tomorrow.
Read the full data driven deep dive article -
open.substack.com/pub/shanakaans…



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Yang retweetledi

$LIBRA 阿根廷总统币亏钱复盘
做正确的事,把盈亏结果交给运气与概率
⏰14点02分 (美西)
正在划船机上健身,突然监控预警,看一眼$LIBRA代币于2分钟前发射,市值900M左右,第一反应是貔貅盘,再看一眼池子也有100M左右,不是那么简单,可能是金狗。点进项目推特,看是阿根廷总统 @JMilei 官号发出CA发的币。
⏰14点03分
在space喊大家一起赶紧关注这个币。
⬆️买进第一笔基础仓$LIBRA。
此时市值1B左右。 很快监控里像放炮一样各聪明钱和大户几百sol,几千个sol全都在冲这个币。
☎️打电话给按头小组伙伴上车,苟富贵勿相忘😭
⏰14点04分-中午14点24分
号召space小伙伴一起快速收集各方信息,希望快速证实或证伪是总统发币的准确性。此时市值涨到2.5B附近,浮赢150%左右。
BSC链热门币$Broccoli出现明显被新热点吸血迹象,市值急跌至85M附近。基本判断是个黄金坑。
⬆️抄底加仓$Broccoli (赌一波超跌反弹),同步在space中公布我的抄底操作和逻辑。 🎉祝贺一起抄底的space小伙伴
⏰14点25分-14点30分
@moonshot app中出现$LIBRA代币,总统ins账号,facebook账号相继也发帖印证这个代币。
⬆️第一笔加仓$LIBRA
⏰14点43分
@Polymarket 投注平台给出@JMilei推特号被黑概率只有13%。 市场情绪完全fomo起来🔥 代币市值涨到峰值4.5B
⏰14点43分-14点50分
$LIBRA项目官网简陋,域名来自美国,Dev账户的资金来自一个不用KYC的小交易所等存疑细节陆续被space小伙伴扒出来,部分早期获利地址持续出货,$LIBRA市值回落到2.5B附近。(感谢 @cryptoleek 等小伙伴贡献关键信息)
陆续有和阿根廷政府机构有关的议员等账号发帖说该代币是真实的,@Polymarket上总统官推被黑概率地址9%,Poly官推发推并明确说这个代币是真实的。
和我的判断一致,价格回撤,给机会倒车接家人了😭
⬆️第二笔加仓$LIBRA
⏰14点50分-15点49分
$Broccoli价格开始持续阴跌,交易量持续萎缩,市值跌至1B附近。
-但仍然没有确定性的总统发币证伪信息,代币真实性判断维持不变
-基本面没变,但量/价持续下跌,数据和基本面该相信哪一个?
⏰15点50分
⬇️止损(当下市值在1.1B),艰难的决定,但必须去做。
此时的止损逻辑是:
1️⃣价格即将跌破项目爆发前的支撑价 。
2️⃣基本面不变但价格持续阴跌,必然有我们不知道的信息,而只有数据不会说谎 。
3️⃣很多账户获利离场,前30获利地址抽走8000万+资金。(这些钱包基本判断是项目方老鼠仓)
4️⃣这个价格止损,损失可控,如果一会反弹,大不了在右侧重新买回来。
💔统计此时整体仓位损失40%。
⏰15点51分-19点38分
继续枯坐盯盘,期待是否能有其他重大利好信息出现,等待$Broccoli代币价格反转机会
⏰19:38分
@JMilei 米总更新代币相关推文:
Hace unas horas publiqué un tweet, como tantas otras infinitas veces, apoyando un supuesto emprendimiento privado del que obviamente no tengo vinculación alguna. No estaba interiorizado de los pormenores del proyecto y luego de haberme interiorizado decidí no seguir dándole
大致意思:我本来想干一件好事,被身边坏人利用,都是他们的错,我不玩了。 (甩锅)
---------------Game Over 圣诞树🎄完整落幕
此时抄底加仓的$Broccoli 回补反弹至130M,最高反弹至150M,抄底仓位浮赢50%。 ---回一口血😊
操作总结:
金狗预警提醒---满分💯
项目信息搜集与判断---及格
关键节点操作没有大失误---及格
止损操作坚决 ---及格+
声东击西加仓超跌币 --- 满分💯
❤️如果这条推文对你有启发,请保存+转发,以备在下一个热门代币出现时再读一读找到一些操作思路。感谢。

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@lingboweibu319 是dbj老师视角的底层逻辑 不是真实世界的底层逻辑 总统级别影响的范围和阶层 散户投机者本来就是一小部分 影响的支持者也未必会在意割没割投机者
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@yapsterxyz No wonder so delayed. U and @cloutdotme r waiting for our paying for the servers with our wallets.
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