Amy li

【特朗普19岁儿子被推荐担任tiktok董事会成员 ​​​】统特朗普的19岁小儿子巴伦，近日传出可能出任TikTok的高层职务。这项提议来自特朗普前社交媒体经理杰克阿德文。阿德文受访时表示，他希望总统能考虑任命巴伦以及更多年轻的美国人进入TikTok董事会，“确保这款App能继续成为年轻人喜欢、愿意使用的平台。” 特朗普也多次公开称赞儿子的贡献，透露巴伦在竞选过程中帮助他更好地了解年轻族群的想法。现就读纽约大学的巴伦，在社媒策略上时常给予父亲灵感，间接拉抬选情。

1/ Wall Street 2.0 is here. Ondo Global Markets is now live, providing one of the largest-ever selections of tokenized U.S. stocks & ETFs onchain with the liquidity of traditional finance, starting on @Ethereum. 100+ assets now live, with hundreds more on the way.

Coinbase 将于 9 月 22 日，上线股票 + 加密货币指数合约，由 8 只美股： 苹果、微软、谷歌、亚马逊、英伟达、Meta、特斯拉、Coinbase 和 2 只加密货币： 比特币 ETF、以太坊 ETF 所组成。 每个成份占比均为 10%。 预计最高可开 10 倍杠杆。

最近2年多了支付场景和通过币股套取美股流动性,搞清楚钱从哪里赚，是投资的入门第一课也是也是核心.

最佳方案往往高估了收益（优化者的诅咒）→ 几次没出事就把冒险当本事（偏差常态化）→ 越自信越敢赌（风险补偿） 每个"成功的优化"都在悄悄削薄你的安全边际。 最肥的火鸡，感恩节前一天还在庆祝自己的"最优生存策略"。 宁可"差不多"地活着，别"完美"地死去。

商业空间站会是继商业火箭发射之后另一个大的太空板块，本期视频梳理了从小布什到特朗普时期对于太空私有化的政策推动，探讨了商业空间站的需求与潜力，解读了三家领先公司-Axiom Space，VAST与Starlab。 视频链接：youtu.be/nx_1UA1_rDw?si… 时间轴： 00:00 政策与时局 01:55 奥巴马，特朗普执政时期的太空政策 05:29 商业太空站的需求与Blue Origin的轨道礁 10:24 NASA重点扶持-Axiom Space 10:37 进展最快的空间站- VAST 16:11 国际联手-Starlab

资金体量不同，风险定价偏好就完全不同。如果你想向上兼容，就该珍惜像神鱼这样还愿意公开发言的巨鲸。但凡是把时间线上那些带单师的言论当投资建议的，结局通常都是返贫。

把注意力放在体验感而非结果上，人是真的会慢慢松弛下来，不要觉得没到终点就一无所获。这一路上你遇到的人，吹过的风，看过的日落和喝过的酒都会变成你区别于旁人独一无二的珍藏。

Productivity gains, new tax legislation, and AI’s impact on the job market — could these forces help offset the drag of a rolling recession? @CathieDWood analyzes employment trends and the complex interplay of policy, tech, and growth on "In The Know."   ark-invest.com/videos/market-…

遇到一个同频的人真的太重要了，那种你说上半句他就能接下半句的默契，你抛出一个梗他马上能get到的会心一笑，你分享生活琐碎他听得津津有味的专注，真的让人感觉特别舒服。他能陪你聊八卦，也能谈人生理想，能一起吐槽工作，也能讨论未来规划，不会觉得你幼稚，也不会嫌你现实。最难得的是，他总能站在你的角度思考问题，不会敷衍你的情绪，也不会轻视你的烦恼。和同频的人在一起，连沉默都是舒服的。不用刻意找话题，不用假装感兴趣，不用解释为什么突然难过。他能懂你的欲言又止，也能接住你的天马行空。这样的人，光是遇见就已经花光了所有运气。

左手Plasma右手Stable，Tether正在打造自己的「波场」 odaily.news/post/5204498

辛巳🈷️BTC比特币 ☯️玄学剧本 x.com/i/broadcasts/1…

学会在市场赚钱的第一步就是放弃捡烟蒂。

其本质是，注意力 -- 流量的上游 --的证券化，证卷化进一步强化注意力，由此形成正反馈飞轮。下一步，注意力的上游和下游都将证券化。RWA 正式规模性登场。

I wonder how many really understand the bitter opposition by policymakers to Bitcoin and especially an ETF. Gary Gensler doesn't really hate it because of investor protection (that's only a minor reason). Elizabeth Warren doesn't actually think its criminal use is significant. Obscure members of Congress who seem to pop up out of nowhere -- with Bitcoin, of all things, strangely on their minds -- and who repeat these tiresome objections (often in laughable letters to the SEC) are in many cases quietly pushed to do so by others, including from the Fed, who understand the real threat: In a system that depends on irresponsible government spending (especially for perpetual war) and fiat printing to cover that irresponsibility, alarm bells cannot be allowed to work. There must be no pure price signals. And above all, an alarm bell must not also serve as a life-raft that's easily accessible to everyone, especially the general public, in the form of an ETF. There must be no escape hatch. This is an unstated but important motivation for the longstanding resistance to Bitcoin and especially an ETF. It's also why the three-judge panel of a federal appeals court that in 2023 essentially forced the SEC to approve the ETFs may ultimately turn out to be the most unsung but consequential people in the history of U.S. financial markets. After that court's ruling, you could almost hear public policymakers and some influential private-sector figures -- names that everyone knows, and some very important ones who stay out of the news -- smack their foreheads and say, "Those damn judges, don't they realize what they've done?" The system's defenders have always understood that life-rafts and escape hatches can't be allowed. Here's Christine Lagarde talking about Bitcoin in 2021 (ostensibly about the need for global cooperation on regulation, but the larger point was clear): "If there is an escape, that escape will be used." Here's a seminal essay by Alan Greenspan in 1966, when he was still in the private sector: An almost hysterical antagonism toward the gold standard is one issue which unites statists of all persuasions...In the absence of the gold standard, there is no way to protect savings from confiscation through inflation. There is no safe store of value. If there were, the government would have to make its holding illegal, as was done in the case of gold. The financial policy of the welfare state requires that there be no way for the owners of wealth to protect themselves. I'd say the antagonism towards Bitcoin qualifies as "hysterical," wouldn't you? And in terms of "protection," in a political system defined by profligacy and incompetent policy (especially monetary policy in recent years), a free-trading asset that serves as protection and -- via its price action -- starkly highlights those two faults is resented and hated. This is why the Bitcoin ETFs in particular are so important, and why they were bitterly resisted for so long and the SEC only approved them after being forced to do so by a court decision. Gold is usually slow-moving and can be suppressed -- and even if it does rise to $2500 or $3000, DC and the Fed certainly won't like it, but it won't set off systemic alarms and the public mostly wouldn't notice. But if the ETFs help drive Bitcoin into the hundreds of thousands of dollars, the headlines will be screaming and the public will start asking uncomfortable questions. With the Fed desperate to cut rates and a potential second inflation wave looming, it's easy to see why, from a policymaker perspective, the timing of ETF approval could not have been worse. And now Bitcoin and the ETFs -- as permanent, fast growing and highly visible canaries in the financial system -- will be perpetual burrs under the policy saddle. A telling postscript: Decades after Alan Greenspan wrote that essay about gold, Ron Paul asked him to autograph a copy of it as Fed chairman, and he asked if Greenspan wanted to add a disclaimer to it. Greenspan replied "I stand by every word" and signed it.

@wangfeng_0128 叙事形成共识，共识凝聚社区， 社区推动价格，价格验证叙事。 叙事是最大的价值。

近期交易再感，有时主动选择失败，远胜困于幻想的成功。

@GaryGensler Will do Gary