子洛|𝟎𝐱𝐔

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子洛|𝟎𝐱𝐔

子洛|𝟎𝐱𝐔

@Tzelok_

说书人|定期分享宏观看法‍;宏观在精选或置顶|爱讲道理|鑲黄旗E卫兵|HK🇭🇰|03年| @Fiamma_labs maxi|

Hong Kong Katılım Aralık 2023
617 Takip Edilen1.4K Takipçiler
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子洛|𝟎𝐱𝐔
子洛|𝟎𝐱𝐔@Tzelok_·
<站到投资者的角度上,应当如何看待宏观信息?需要怎么样的思考方式,以及怎么了解当中的逻辑> 除了经济上的硬数据,我会去看财经媒体,而他们所写的信息,叫新闻。新闻里面又包含着市场的关注点 市场的关注点以及当下发生的矛盾就是市场定价的源头。 以往是美联储逻辑+企业财报逻辑,在去年的大选后,新增了“特朗普交易逻辑” 那么这几个月总结下来就是: “特朗普逻辑”→“美联储逻辑” ↓ “企业财报逻辑” 简单解释一下 ◆最近的特朗普交易逻辑就是关税,它会传导到通胀数据和劳动力的数据,也就是美联储着重的经济数据上,他们依赖这些经济数据,从而決定货币政策,这是美联储逻辑。 ◆接着就是传导到企业,要不要把关税成本专家给消费者?是与否会影响到自身的营收利润? 企业会因此判断未來的决策方针,而这就是财报逻辑。 ■平日市场的主要关注/矛盾就由这些构成,不过还有黑天鹅事件。 因此作为投资者,看信息得学会挑重点看。 // 那我们关注信息,就不能只信新闻里经济学家们的预期,不能把经济学家的预期当成你投资意见。 一般你所看到的经济学家预期要被硬数据验证后才有效,是逻辑验证后的定价行为。 所以,大家自己要建立起屏障去隔绝噪音,从硬数据中去验证预期 嫌麻烦也可以直接给我点手追蹤🤓
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AgPow
AgPow@AgPowCo·
AgPow 来做个活动,持仓1000个送 OpenAI Key。 有需要的留言, 我来私信。
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静香小姐
静香小姐@btc_jx·
在国内的生活非常无聊,我周末没事就会请穷帅哥吃饭 但是穷帅哥必须满足三种要求: 1。必须是在读大学生,最好是研究生。因为很多男生读研的时候是经济状态比较差的时期,而且面临着一些工作和论文压力,此时请穷帅哥吃饭会有一种喂饱流浪猫的快感。如果是不读书还穷得叮当响游手好闲,我是不会请的。 2。吃饭的时候能一直听我说话。有的时候有一些话我很想说给别人听,但是又不能讲给太熟悉的朋友。但是因为很多穷帅哥是第一次见面,而且在社交软件上取之不尽用之不竭,很好约出来并且以后也不会再见,所以我会选择他们当作情感垃圾桶,忏悔式神父和装逼的观众。鉴于我说的垃圾话可能会很精神污染,所以我会选择先说明我要请他们吃饭堵住他们的嘴。 3。可以不够好看但是不能不够穷。我就喜欢穷的。任何比我有钱的男的都会很喜欢装,而且他们会失去一种我最喜欢的气息。我就像那种赚了一点小钱的外五县刀枪炮男的只喜欢土纯风微胖女孩一样只喜欢土纯风肌肉男大,男的身上任何奢侈品对我来说都是减分项。
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子洛|𝟎𝐱𝐔
子洛|𝟎𝐱𝐔@Tzelok_·
2026震撼首發 同性恋老了适合去当农民,后面漏屎前面漏尿。去地里走一圈就可以一边浇水一边施肥。 ?
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Ride (by Fiamma) 🦙🔥
FIRE is now live on Android! 🚀🦙 We are thrilled to announce that Google Play is now open, inviting Android users to join our live Fiamma ecosystem Step in now to shape the product and secure priority access for what’s coming next Android users, welcome to the evolution. 🔥🔥🔥 New campaigns. Stay tuned Ready to join? 🤖 Google Play: play.google.com/store/apps/det… 🍎 iOS: apps.apple.com/us/app/fire-fi…
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AlexWong 🇭🇰 | 1000X GEM
AlexWong 🇭🇰 | 1000X GEM@sadd_asd77675·
J948jWGHJsf13FWuZxWdajRuBXxPpgLy1hMCzisvBAGS 塞蛋賭了 先上個5000U 下去再加好了 node 核心人物+ npm founder. bag這麼嘔心都沒辦法了
AlexWong 🇭🇰 | 1000X GEM@sadd_asd77675

BAG太嘔心了 但又太sexy了 連NPM都出來了卧操 DEV用gist自証了 gist.github.com/isaacs/34700e9… J948jWGHJsf13FWuZxWdajRuBXxPpgLy1hMCzisvBAGS GITHUB 排名前5的repo, GITHUB上掛了CA. DEV在搞新項目賦能 github.com/x1xhlol/system… DEffWzJyaFRNyA4ogUox631hfHuv3KLeCcpBh2ipBAGS

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子洛|𝟎𝐱𝐔 retweetledi
Yovela 🦙🔥
Yovela 🦙🔥@AlpacaYovela·
Elon Musk 的朋友在印钞??? 我发现了 Polymarket 上的一位只交易 Elon Musk 推文数量市场的交易员 每天就在猜Musk会发多少条推文,累计盈利已达到 256,032.86 美元,几乎无亏损 账户链接:@Annica?via=7777" target="_blank" rel="nofollow noopener">polymarket.com/@Annica?via=77… 从他的 PNL 图表看,一直呈现平稳增长曲线,几乎无明显波动或回撤 这就是典型的通过信息优势、资金回收和复利机制,实现持续盈利 交易记录显示,他通常不等待最终结算,而是跨多个结果分散下注,并在价格上涨时逐步退出 并且很会借助市场情绪实现获利。 而像这样的账户,我们团队已经花了3个月进行了收集、并且打造出一套专门的跟单系统。 目前还在内测,团队10人使用后盈利100%。😱
Yovela 🦙🔥@AlpacaYovela

Maybe I found Elon Musk's friends on Polymarket??? I discovered a trader on Polymarket who only trades markets related to the number of tweets posted by Elon Musk. Every day, he simply bets on how many tweets Musk will post. His cumulative profit has reached $256,032.86, with almost no losing days. Account link: @Annica?via=7777" target="_blank" rel="nofollow noopener">polymarket.com/@Annica?via=77… From his PNL chart, the growth curve is remarkably smooth, showing almost no noticeable volatility or drawdowns. This is a textbook example of achieving consistent profitability through information asymmetry, capital recycling, and compounding mechanisms. Transaction records show that he usually doesn’t wait for final settlement. Instead, he spreads bets across multiple outcomes and gradually exits as prices rise. He’s also very skilled at leveraging market sentiment to capture profits. Accounts like this are exactly what our team has been collecting over the past three months, during which we’ve built a dedicated copy-trading system. It is currently in closed beta. 10 of us have tested, and it has achieved a 100% profitability rate. 😱

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Mario ~ Mr Lonely
Mario ~ Mr Lonely@mrlonelyyy11·
Merry Christmas & Happy New Year 2026 To All Alpacas🦙 What a great journey with @fiamma_labs in 2025. Testnet phases (including beta testnet with daily sBTC claims and over 239K users/5.5M txns), leading to the mainnet launch of Fiamma Bridge in August the world's first multi-chain BitVM2-powered, non-custodial Bitcoin bridge, unlocking BTC for yield, borrowing, and DeFi on chains like Ethereum, Arbitrum, Aptos, Sei, Monad, and more. Expanded integrations (Layer Zero, partnerships like Hyperion, Goblin Finance, Gauntlet and TakaraLend), solidifying Fiamma's role in programmable, secure Bitcoin infrastructure. Pivoted to mass adoption with the FIRE app (non-custodial DeFi superapp) iOS beta launch in early Dec, public App Store release, effortless 10%+ yields via vaults, and rollout of perpetual trading (Hyperliquid-powered) all in one app intuitive mobile experience. 2025 transformed Fiamma from testnet innovation to real-world Bitcoin DeFi powerhouse: rigorous testing → secure mainnet bridge → seamless user app. Huge momentum into 2026 with prediction markets, more chains, and community features on deck! Big thanks to all contributors here: Co-Founder: @AlpacaYovela @cyimonio Team & Moderator: @las_luo @oxblnk @libzbtc @MahabubShanto24 @JayedanikN Ambassador: @Tzelok_ @YOYO_uu9 @Alexjjang7 @Cryptottiger A3 & Creators: @mrlonelyyy11 @mondalpri1 @dearliaa14 @animals_comedy @denugrha @cicinami2 @HiiKush_ @abugosok_1 @Maradenzksyncxx @Ronex24Official @mroxpunk @aditya726_ @cescshdq @AdamWonkTegal And all alpacas who following the journey from beginning. 2026 is loading, native BTC lending, prediction markets, and copy-trading alpha incoming on FIRE @fiamma_labs 🔥🦙 #Fiamma #Alpaca #FIRE #MerryChristmas #HappyNewYear2026
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Ride (by Fiamma) 🦙🔥
🎄🦙 Fiamma Christmas Giveaway 🦙🎄 This Christmas, we’re celebrating with the FIRE community — and we’ve prepared some festive rewards. 🎁 Rewards: • 🎄 Alpaca Christmas Discord role for all valid participants • 💰$100 USDT + 1000 ASP split among 10 lucky alpacas 👇🏻How to participate:
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子洛|𝟎𝐱𝐔
子洛|𝟎𝐱𝐔@Tzelok_·
盈透证券允许使用稳定币为账户注资 盈透证券发言人在一份电子邮件声明中证实,该功能正在逐步推出,首先面向部分符合条件的美国客户。这项新功能意味着消费者可以直接从加密货币钱包注资,而无需使用银行账户。 这就有点牛逼了 好奇一问,这会与Mystonk等链上股票有业务冲突吗
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Ride (by Fiamma) 🦙🔥
FIRE App iOS beta is now live.🚀 We’re inviting early users to step into the product ahead of its full release — to experience new capabilities first, and help shape what comes next. If you want early access to upcoming features and the direction of FIRE, you can apply here: tally.so/r/xXr2Bo
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Koko oxblnk🔥
Koko oxblnk🔥@oxblnk·
It's been exactly one year since I discovered the Fiamma project on X @fiamma_labs Fiamma is unfolding its remarkable journey in the crypto ecosystem. From launching its BTC testnet, to global investor support, to building infrastructure across 11 chains—Fiamma is growing faster than anyone could have imagined 🦙🔥 Each of these achievements is the result of the hard work of Alpacamama @AlpacaYovela, @cyimonio, and @las_luo, @fiamma_labs who continue to drive relentless innovation. The mission of bringing BTC further into the DeFi world is not just a vision—it has become a real momentum. I'm proud to have been a part of this journey from the beginning. The first year has been strong. The next year will be even bigger and more explosive. 🔥 #Fiamma #Bitcoin #DeFi #Web3
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Ride (by Fiamma) 🦙🔥
4 seconds ⏱️ That’s all you need to understand FIABTC. Your BTC stays with you — FIABTC does the work: earning, returning, and staying BitVM2-secured.
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0xTZ
0xTZ@0xTZ_DeFi·
不用F12,更改网页信息/金额教程 有些网页是实时刷新的,并且text元素不容易找到,这里教大家一个更简单的方式来更改网页内容 首先避免实时刷新可以直接断开网络 然后在网址栏启用编辑模式:javascript:document.body.contentEditable=true 启用之后就可以随意修改网页元素了,不需要在每个想修改的地方都F12 截好图之后关闭编辑模式:javascript:document.body.contentEditable=false 然后就大功告成辣!
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Rita👻💢
Rita👻💢@Rita88·
今天有人过生日吗? 如果没有 那我过了🥳
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EnHeng嗯哼.Ai
EnHeng嗯哼.Ai@EnHeng456·
刚才刷到Supers提到 #Binance 多年来做了很多慈善,只是关注的人并不多。我继续往下看时,@heyibinance 那句只有八个字的话却停在了我脑子里很久:但行好事,莫问前程 这半年里,@cz_binance 和 Binance 在全球已经累计捐出了超过五百万美金。他们从不把这些举动当成品牌工程,也不把慈善当成宣传,而是默默做事。对我来说,这种气质比赚多少钱更值得学习。它让我明白,衡量一个人财富,不只是看他拥有了多少,而是他愿意把多少留给社会,我们赚钱了也应该回馈社会 也正是这种影响,让我看到香港火灾的新闻时,有了一个几乎不用思考的决定。作为还在念书的大学生,我的力量很有限,但我希望在这样的价值观里成长。我选择捐出 14.444 万港币,支持救灾与重建。是我发自内心的一点心意。希望未来的自己,也能像大表哥和一姐那样,把善意坚持得更远
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