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skychen
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@dangambardello @saylor Dear @saylor,
It turns out there is a second best
Bitcoin has a mascot and its name is $DOG
$DOG has done $12 billion in trading volume and is secured by the same proof of work consensus mechanism as BTC
Strategy should start a $DOG fund
Sincerely,
$DOG Army

English
skychen retweetledi

氦气可能成为影响英伟达,三星和海力士等公司业绩的关键因素!🧐
氦气是AI时代的“隐形石油”之一,半导体已占全球氦气需求 20%+,从2025年的氦气供应数据来看,氦气供应高度集中,美国占比44%,卡塔尔占比34%,中国仅仅1%。
很多人觉得AI是务虚的,比如代码和算力。但实事上,AI越发达,对物理世界的连接和需求,也就越强。
最近中东局势升级,大家都在盯着油价,其实真正掐住全球科技脖子的,是那个无色无味、看起来离我们很远的「氦气」。
1️⃣氦气:半导体的“制冷剂”
为什么氦气没了,英伟达可能会断货?
3纳米的冷却剂: 现在芯片的先进制程如3nm,用的是EUV光刻机,工作时温度极高,只有氦气能提供绝对稳定的冷却环境。
刻蚀与清洗: 要在比病毒还小的晶圆上刻电路,必须用高纯氦气带动等离子体。
无可替代性: 工业氦气要求纯度达到 99.9999%。目前全球30%以上的氦气来自卡塔尔的Ras Laffan工厂。最近两次袭击,卡塔尔能源公司宣布“不可抗力”,产能直接停摆,维修周期居然要3-5年。
目前我们面临的死局,全球AI需求以每年6%-8%的速度狂飙,但30%的原材料供给突然“物理掉线”了。
2️⃣东亚三强:谁在“裸泳”?
在这场风暴中,日本、韩国、台湾这“东亚三兄弟”受到的冲击最直接、最惨烈。
韩国,属于最疼的“存储巨人”,韩国是全球高带宽内存HBM的霸主,SK海力士和三星供给了英伟达绝大部分的存储芯片。
但目前韩国64.7%的氦气依赖卡塔尔进口,目前仅有6个月的库存,虽然回收率达到了80%-90%,但剩下的10%损耗是刚需。一旦库存耗尽,HBM4的产能会直接腰斩。对韩国来说,这就像一个命门,毕竟韩国股市总市值仅仅4.4万亿美金,三星+海力士加起来就占了40%,1.5万亿美金,这两个扛把子一旦业绩不及预期,韩国股市就会地震!
台湾,属于走钢丝的“芯片代工之王”,台积电虽然目前表示“影响不大”,但这只是短期表象。
目前台积电掌握了全球90%的先进制程。虽然他们回收率高达95%,号称“韧性最强”,但别忘了,台湾的能源几乎全靠进口。
另外一个潜在危机,目前台湾芯片厂的氦气还能靠回收撑一阵子,但发电用的液化天然气,如果因为霍尔木兹海峡封锁运不进来,台湾能源供给不足,那才是真正的灾难,但从目前可预估,芯片涨价是板上钉钉的事情了。
日本,属于被掐住脖子的经济体,如果说韩、台是“缺料”,日本就是“断粮”。
目前日本原油对外依存度为100%,本土基本一滴油都没有。核心主要依赖中东,95%的原油、80%的天然气来自中东。
叠加最近汇率双重暴击,日元已经跌到 1美元兑159日元的30年低点,简单算一笔账, 油价每涨10美元,日本每年就要多掏 1.3万亿日元的买命钱。如果油价冲到150美元,日本GDP将直接进入负增长,比2008年金融危机还要惨。
总结来说,这场危机告诉我们投资人一个残酷的真相:数字化程度越高,对物理资源的依赖就越脆弱。
以前我们认为,能源归能源,科技归科技。但在2026年的今天,这两者已经合二为一了,天然气转化为电力,驱动服务器运营;氦气驱动晶圆厂生产,制造芯片。
半导体回收技术,将成为未来两年的核心竞争力。
氦气供应链多元化(如寻找俄罗斯、美国替代源)将成为大国博弈的新战场。
日元和韩元的汇率压力,将长期压制东亚科技股的估值。


Rocky@Rocky_Bitcoin
日本开始跟菲律宾军事演习,二战首次! 美国周末搭载2200名陆战队的舰队到达霍尔木兹海峡! 这世界乱成一锅粥,黄金重回高点,只是时间问题!200日移动平均线,大概率就是中期底部,兄弟们,抄底了嘛?🧐
中文
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skychen retweetledi

Congratulations to the random winner of the CBLO Shareholder Giveaway: @cryptomamba_824
Please DM @C2Blockchain to claim your 2oz .999 Fine Silver Dog of Bitcoin Medallion. Good luck to everyone who entered! 🧡🐕
English
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The $DOG Army continues to shock us.
Orders from 🇦🇺 🇬🇧 🇺🇸 🇨🇦 🇯🇵 🇧🇪 🇸🇬 and more — this thing is global.
Very few Genesis Series I silver medallions left.
No reruns. No “Series I 2.0”. Done forever.
Grab one before they’re gone: dogcoin.store

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skychen retweetledi

Only 31 Genesis Series I medallions left.
$DOG is global.
Collectors are paying attention.
Future looks bright.
Pre-order: dogcoin.store

English
skychen retweetledi

628 days after the $DOG airdrop you can now finally buy $DOG on the main @coinbase app
The haters said it would never happen
Let this be an example of why we must continue to show up every single day no matter what
Through sheer determination we can get $DOG supported on every major platform
This integration is powered by wrapped $DOG on Solana however Coinbase has done such a great job with their UX to make DEX trades feel the same as CEX trades that the average user will not be able to tell the difference
Coinbase is still in the process of rolling out $DOG trading worldwide but soon over 100 million Coinbase users will be able to type "Dog" into their search bar and then buy $DOG frictionlessly
This is a significant breakthrough that I believe will be instrumental in onboarding the next generation of $DOG holders
Like many of you I bought my first Bitcoin on Coinbase and I now look forward to many people buying their first $DOG on Coinbase as well
It has never been easier to buy $DOG and it will only continue to get easier to buy $DOG
Thank you to everyone who is still here fighting for $DOG
$DOG go to the Coinbase!
English
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skychen retweetledi

For two years people told me it was too hard to buy $DOG
So I built a solution
Zero KYC
One-tap Apple Pay
No phone verification
No third-party signups
The easiest way to buy crypto is almost here!
Zap@ZapApp
Raise your hand if you want to buy $DOG with Apple Pay in one tap ✋
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