白昭屹

2.7K posts

白昭屹

白昭屹

@TradingHODLings

Volatility in crypto is a feature not a bug.

Katılım Mart 2022
520 Takip Edilen203 Takipçiler
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白昭屹
白昭屹@TradingHODLings·
感谢大宇把我想说的但是没有那么仔细的想法💯说出来了 真的厉害 果然当大v要有耐心有实力! 我就厚脸皮的把大宇老师的$CRCL /稳定币-即是美元霸权的延续-的系列分析pin到我的profile上了 以表我的强烈认同! 我还是就只说一句话: #美元稳定币 -- 世界最畅销的美国“产品” (看图)
白昭屹 tweet media白昭屹 tweet media白昭屹 tweet media白昭屹 tweet media
大宇@BTCdayu

我为什么梭哈了CRCL x.com/BTCdayu/status… 大宇:关于CRCL为什么看好的问答贴 x.com/BTCdayu/status… 看好CRCL的原因——逐条拆解江总逻辑中问题 x.com/BTCdayu/status… 不要用旧框架定义CRCL x.com/BTCdayu/status… CRCL是美元、美债的第二增长曲线 x.com/BTCdayu/status… @JUNLAI87000115 整理了一下我的一些观点

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财经数据库@caijingshujuku·
这兄弟模仿中韩日三国人吃到美食的表情,全球传疯了
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Jeremy Bernier
Jeremy Bernier@jeremybernier·
At Meta, 90% of my coworkers were Chinese, and non-Chinese were routinely excluded, disadvantaged, and targeted for layoffs. 6 out of the 7 layoffs I observed targeted non-Chinese despite non-Chinese being the vast minority. Certain orgs like ads and MRS are notorious for being Chinese dominated. I think Americans would be outraged if they knew that their own citizens were getting marginalized and laid off at their own companies, while Chinese promote themselves up, conquer entire orgs, and reap millions. Imagine if Huawei in Shenzhen had entire orgs and leadership chains completely dominated by Japanese people who brazenly spoke Japanese at work without a care in the world that their Chinese coworkers don't understand, imposed their own work culture without respecting Chinese culture, excluded the Chinese, and laid off Chinese people while promoting their own. I imagine Chinese citizens would be outraged, and never allow that to happen in the first place. The most blatant and obvious way that non-Chinese are excluded is that Chinese primarily speak Mandarin at work. I'm not talking about one-off conversations, I'm talking about every single conversation. Loudly and brazenly with no respect for others. 10+ teammates and leaders having a group conversation in Mandarin while the 2 non-Chinese don't understand and feel excluded from the team. Although everyone at least has the decency to speak English during formal meetings with a non-speaker present, it was common that right after the meeting ended everyone would immediately switch to Mandarin. Funny I'm in Korea right now and was just on a double date with 3 other Koreans, and I was shocked that when the conversation would split into two, the other couple would speak to each other in English in my presence just out of respect. A Korean couple on a double-date had the courtesy to speak to each other in English in front of me even though I'd never expect that from them, but my Chinese coworkers did not. Lunch was another place where non-Chinese were blatantly excluded. Recall that the team I joined was an all Chinese team with only one other non-Chinese person. The Chinese would always get lunch together and never invite us (except for one of them who occasionally would, though at some point stopped). Me and the non-Chinese person would invite them, they'd always refuse, and then shortly after they'd disappear and get lunch together. As a result, it was usually just the two of us getting lunch. (caveat, some of the newer Chinese who joined afterwards also experienced similar treatment. So it's moreso a clique thing than a Chinese vs. non-Chinese thing, though 100% of the clique was Chinese) On Wednesdays and Fridays I'd often be the only non-Chinese person on my team in the office, and they'd all get lunch together without inviting me. It was depressing, and made me not want to come into the office on those days. One team dinner we went to a Korean BBQ. I arrived with a non-Chinese coworker and the first table was full, so we sat at one end of the next empty table. Shortly after one of the Tech Leads walked in, and sat at the complete opposite end of our table, alone and not in talking distance to anyone. We invited her over, and she declined. Later another Tech Lead came in and sat across from her. Non-Chinese and Chinese at opposite ends of a long table at a team dinner, and they refused to sit with us. Eventually more people came and the TLs joined our side because I guess maybe it was too obviously anti-social, and they spent the entire dinner speaking speaking Chinese to each other. These were our tech leads. I could not understand how Meta could have "Tech Leads" that so blatantly excluded teammates. I thought Tech Leads were supposed to uplift the team, and that Meta would hold tech leads to a higher standard. Now someone might say that it's just lunch or a one-off team dinner, who cares? To that I vehemently disagree. Lunch is extremely important for team bonding, and so much information is transferred through informal socializing. I'm not saying that everyone needs to get lunch together everyday, but if a minority of people are excluded from getting lunch with the rest of the team, and especially the most tenured and senior employees, then naturally that minority is going to feel alienated, disadvantaged, and excluded from opportunities. And the very fact that they're excluded from lunch is reflective of being excluded in general. When 90% of an org and the entire leadership chain is dominated by one ethnicity, naturally their work culture is going to spill through. Chinese culture is completely different from American work culture, and learning to navigate that was a huge obstacle for me. For example I'm the type that tends to question everything and isn't afraid to challenge a "superior", but I quickly realized that my TL seemed to take offense to that, and would punish/retaliate me for it. I want to make it clear - I have nothing against Chinese people. Most of them are very kind (strong correlation between kindness and not engaging in the kind of exclusionary behavior I mentioned above), and I have many good friends who are Chinese. I get that some barely speak English (though I question how they got hired). I do genuinely believe that most are good people, and not deliberately trying to exclude others. But regardless of intent, the result is that non-Chinese get excluded. The fact that 6 of the 7 layoffs I observed were not Chinese in a 80-90% Chinese dominated org is testament to this. The fact that 90% Chinese dominated orgs even exist in the first place is testament to this. I might not even be posting about this given the sensitivity of the topic if not for the fact that I've seen and/or heard stories of some very toxic people who I do not believe would otherwise survive if not for their ability to exclude others, throwing others under the bus for the next layoff. The same people do this over and over again, and get away with it because they're part of the "clique" that essentially has immunity. I think the company needs to take this more seriously. Some ideas would be enforcing English at the office (I've heard of other teams that do this), raising leaders to a higher bar when it comes to team inclusivity (eg. under the "People" axis), investigating potential discrimination cases (eg. layoffs and/or mistreatment disproportionally affecting certain groups) and having a zero tolerance policy around that, having a zero tolerance policy around injustice in general (eg. lying or deliberately throwing somebody under the bus), ensuring more diverse teams, etc. But to be honest, I don't have faith that much would change so long as the entire leadership chain up to the VP level is dominated by the same ethnicity, language, and culture. Nor does it seem that leadership even remotely cares given that this has been happening in the HQ for probably at least the last decade, and is obvious to anyone who's stepped foot in the office.
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Astronomer
Astronomer@astronomer_zero·
$btc shorts To clear some confusion of what I mean with "new lows". It means locally. My weekly view is bullish, I called the bottom at 60k the very day itself. But I still expect new lows locally, i.e. 74.2k. And I'm short for it. Weekly bias: bullish Daily bias: bearish *edit: screenshot below added:
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币圈老鱼🌊🌊
币圈老鱼🌊🌊@Billions_2022_·
在任何一个领域,如果天赋不及别人,花的时间也不及他人,那如何能取胜。对于山寨,有多少人知道币安一共有多少现货山寨,有多少合约山寨? 币安每一个山寨的k线都看过吗?23年的行情复习过没,24年几月份有行情还记得不,哪些龙头币拉过盘。 老鱼每天的基本流程是看一遍币安所有币的k线,从周线筛完看日线,看了日线再看15min,如此才能保持对山寨的高敏感度。黑子们你们有啥好与我争辩的?
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Rocky
Rocky@Rocky_Bitcoin·
熟悉我的粉丝都知道,#SOL#SUI 是我最大的公链持仓!今天我研究 SUI 这次零gas费稳定币转账,越想越兴奋,这哥们真的要重现 Libra荣光,做出改变加密游戏规则的东西了。🧐 咱们先说说这事为啥重要。 过去我们在链上转USDC,除了转账本身,还得准备一堆原生代币当gas费。就像你去便利店买瓶水,店员告诉你:对不起,您得先换点店内代币才能付款。麻烦不麻烦? SUI这次直接把这个逻辑砍了。零gas费,协议级原生支持,不是什么补贴活动,是真正的底层架构创新。 我们拿着USDC就能转USDC,不需要持有SUI,不需要预充值,不需要担心gas代币价格波动。目前支持USDsui、suiUSDe、AUSD、FDUSD、USDB、USDC、USDY等主流稳定币。 听起来好像只是个小优化?错了。 这背后藏着两个大杀器:AI支付和全球大规模商业支付。 1️⃣先说AI。 未来AI Agent会成为主要的经济参与者,它们不是人,它们只会选择成本最低、最高效的路径执行任务。 假如一个AI Agent需要完成1000笔小额支付,每笔0.1美金。在传统链上,光gas费可能就是一笔不小开支,甚至gas费比转账金额还高,这生意还做不做? SUI的零gas模式,让AI Agent可以无摩擦地执行任意规模的支付,哪怕是0.01美金的微支付也划算。这就是为什么Mysten Labs的联合创始人说:SUI正在成为AI代理的默认支付基础设施。 这不是营销话术,这是真实的商业逻辑。 2️⃣再说全球支付。 企业和金融机构最怕什么?复杂性和不确定性。 你让一个跨国企业用稳定币做结算,它得准备多种原生代币做gas,还得管理gas代币库存,还得对冲gas代币价格波动风险。光这一套流程,就能劝退一半企业。 SUI把这些全砍了。 Fireblocks作为累计保障了超过14万亿美金数字资产交易的企业级平台,第一时间就集成了这个功能。为啥?因为这才是机构真正需要的东西,简单、可预测、低成本。 从成本结构来看,SUI去年8月以来稳定币转账总量已经突破1万亿美金。现在把gas费直接砍到0,这对支付密集型业务意味着什么? 意味着利润率的重新分配,意味着商业模式的重构。 过去那些因为gas费太高而做不了的小额高频支付场景,现在全都可以做了。 电商平台、内容付费、打赏、游戏内购、跨境汇款、供应链结算……所有需要大规模、高频、小额支付的场景,SUI都给了一个最优解。 而且这不是临时补贴,是协议层的永久性改变。 众所周知,支付的本质就是降低摩擦。 支付宝为什么干掉了现金?因为更方便。微信支付为什么起来了?因为更便捷。现在SUI在链上支付这个赛道,把摩擦降到了极致。 未来可能会出现这样一个局面: • AI Agent自动在SUI上执行支付,因为成本最低 • 企业优先选择SUI做稳定币结算,因为流程最简单 • 消费者无感使用,因为体验最流畅 这就是基础设施的力量。 当一个公链把基础设施做到极致的时候,应用层自然会涌现出来。 目前SUI的稳定币生态也在快速扩张,Bridge发行的USDsui、Ethena发行的SuiUSDe,加上今年已经上线的3个SUI的ETP产品(21Shares、Grayscale、Canary Capital),机构资金正在加速入场。 我的判断是:SUI这次可能真的找到了一个差异化的突破口。 不跟以太坊拼生态,不跟Solana拼速度,而是直接在支付基础设施这个赛道上,做到极致。 支付是刚需,是最大的市场。 Visa一年处理16.7万亿美金交易量,全球支付市场规模超过2万亿美金。假如链上支付能分走哪怕10%,那就是个天量的市场。如👇图2。 SUI这次零gas费,可能就是那个撬动支付市场的支点。 当然,技术再好也得看落地。 接下来就看SUI能不能真正把企业、AI Agent、消费级应用吸引过来,能不能在支付场景上跑出规模化案例。 但至少从底层架构来看,SUI这次是真的做对了一件事。 作为 #SUI 的持有者,我会持续关注SUI在支付场景的进展,这可能是未来几年最值得押注的方向之一。 DYOR🙏
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Sui 中文|0️⃣ Gas 稳定币转账@SuiNetworkCN

资金应该像消息一样自由流动,今天 Sui 通过推出「零 Gas 稳定币转账」实现了这一点! 现在,Sui 上支持的稳定币已经可以实现:钱包到钱包转账,无需支付 Gas 费,也无需管理单独的 Gas 代币余额。

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币圈老鱼🌊🌊
币圈老鱼🌊🌊@Billions_2022_·
喊了这么久的山寨行情,我感觉我的使命已经完成了。OTHERS.D 涨的都快赶上山寨了,还有蠢货嘴硬,不相信有山寨季那也没办法,天生想吃香肠。
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泥巴哥没有小伙伴
很明显的顶部信号出现了! 下一个支撑在7.9W。 如果7.9W被彻底跌破,行情就会加速下跌,不敢想象会下跌到哪里!
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Jeffrey 💹🧲
Jeffrey 💹🧲@jeffreyac·
牛市剧本2: $BTC 从上一轮高点至今的价格行为与 $BTC 上一轮高点至今的价格行为很相似 : 创出两个顶部, 走了个圆弧底, 在前高附近走了几百天的横盘震荡, 期间伴随假突破、假跌破 假如这一轮周期是5年、 $BTC 复制 $GOLD 假跌破之后的走势, 那么 $BTC 将冲到上升通道的上边缘附近, 约莫 48-70 万
Jeffrey 💹🧲 tweet media
Jeffrey 💹🧲@jeffreyac

$BTC 在走完平坦式ABC调整浪后, 估计现在处于第1浪的第4子浪 按照上一轮的节奏, 大约在6月底前后走完第1浪 随后进入长达半年的洗盘( 预计山寨币会血崩一波 ) 年底到明年5月底才会是最猛烈的第3浪, 后面就是鱼尾行情了

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白昭屹
白昭屹@TradingHODLings·
@Zac_Pundi There's a difference between optimism and illusion. Can't tell which one this case is.
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Zac
Zac@Zac_Pundi·
Had a chat with my dad today. We made some predictions for Singapore over the next 10 years. Singapore will: 🏭 Build a mini nuclear reactor on one of its southern islands. It will power both the grid and a new gigawatt-scale data centre. 🎨 Set up a dedicated arts university. Growing artistry alongside finance and tech — same energy as when they built the Esplanade. 🏢 House the actual HQ of an S&P 500 tech company — not a twin HQ, the real one. We've already seen dual HQs like HSBC and Ingenico. The next step is a full migration by a US co. 🏆 Win a Nobel Prize. My bet is in materials science, quantum, or medical research. 👔 An ex-minister will take a leadership role at a global tech company. Think Nick Clegg at Meta, but Singapore's version. 🎢 Get a Disneyland. On top of USS. 💲USD:SGD parity, almost.
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白昭屹
白昭屹@TradingHODLings·
Narratives. Useless. Learn to get onboard before one starts, ride with it, and know when/where get off. This is the only true recipe to succeed and only the ones who are cruelest to themselves could make it.
看不懂的SOL@DtDt666

一图看懂SpaceX 超级IPO 深度解析 01. 上市时间 据路透社2026年5月16日消息,SpaceX已大幅提前上市计划:6月11日确定发行价格,6月12日正式登陆纳斯达克,比原计划提前近两周。这将成为历史上最大规模IPO之一,预计融资250-750亿美元,目标估值1.5-1.75万亿美元,有望冲击2万亿大关。 02. 估值演变与核心驱动 SpaceX估值在过去十年呈现爆发式增长: 2015年仅120亿美元(早期创业+DARPA支持) 2021年跃升至1000亿美元(实现盈利+Starlink启动) 2024年12月达到3500亿美元(Starlink用户爆发增长) 2025年12月进一步攀升至8000亿美元(流动性充裕+业绩兑现);2026年6月已达1.75万亿美元,主要得益于“主航道叙事”与稀缺性溢价。 Starlink是绝对核心,贡献公司50%-80%营收,全球用户超1000万(2026年2月),EBITDA利润率高达63%,远超谷歌和Meta。它为全球数十亿无稳定互联网接入的人群提供服务,具备极强的基础设施属性和竞争壁垒。 火箭业务方面,Starship可重复使用技术持续成熟,NASA及军方合同稳定,为未来火星探索和星际运输提供支撑。 SpaceX已转型为卫星互联网 + 太空基础设施平台。 Starlink的高毛利和高增长让其估值逻辑远超传统航天股,更像“太空版亚马逊+电信巨头”。在“人类成为多行星物种”的宏大叙事下,1.75万亿美元估值虽激进,但稀缺性溢价显著合理。 03. IPO提前与特殊安排 提前上市得益于SEC审核加速和市场认购火爆(国内大户转让溢价高)。发行结构亮点突出:散户份额高达30%(常规IPO仅5-10%),马斯克看好散户的信仰与长期持有意愿。同时,承销商需订阅xAI Grok服务,每年支付数千万美元“入场费”,体现Musk生态闭环。 xAI合并潜在风险 2026年2月合并xAI带来一定压力:xAI估值2500亿美元,但营收低、每月烧钱约10亿美元,联合创始人已全部离职。SpaceX约175亿美元债务将通过IPO偿还,可能影响短期财报。传统估值模型在此失效(市销率超100倍),被市场人士称为“没有对标物”。 xAI合并是双刃剑:正面注入AI+边缘计算叙事(轨道数据中心、Grok集成Starlink),提升想象空间;负面是短期财务拖累。若Starlink和Starship持续超预期,市场易接受;否则上市后波动会加大。 投资观察视角 积极面:三重护城河(火箭回收技术、Starlink低轨网络、政府合同),长期成长天花板极高,涵盖全球互联网普及、太空旅游、资源开采乃至行星殖民。马斯克的执行力和叙事能力进一步增强散户信心。 风险点:高估值执行压力、监管与地缘政治挑战、xAI整合效果,以及亚马逊Kuiper、中国星链等竞争。 SpaceX此次IPO不仅是公司上市,更是一张通往人类太空时代的门票。它融合硬科技、基础设施与高增长故事,在AI+太空热潮中稀缺性突出。适合长期看好太空与科技趋势的投资者,但短期波动较大,建议关注上市后首份财报和Starship测试进展。

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土豆
土豆@LAMDA21534104·
如果比特币接下来站上9万了,你还认为是熊市吗?
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土豆
土豆@LAMDA21534104·
准备迎接山寨季第二浪,其实是第一浪,前一次山寨上涨属于试盘,这一次会很猛,做好准备。
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白昭屹 retweetledi
Jackson Hinkle 🇺🇸
Jackson Hinkle 🇺🇸@jacksonhinkle·
🇨🇳 China has developed fire-resistant blankets made from heat-resistant fiberglass fibers.
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土豆
土豆@LAMDA21534104·
反弹就是做空的机会,不是牛回,送这场骗局成为龟苓膏!
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