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总结一下 herman 关于币圈的看法： 1. 所有山寨币都会归零，没有任何价值 2. 只看好btc，但他不是btc maxima，btc只是作为股票资产的一种分散配置。自己只在6-7万以下买过btc，超过这个价格从没买过 3. 币圈是一个highly manipulated market，散户想要持有必须得按年计算 4. 币安是个大赌场，hyperliquid这种链上交易所则是路边摊。hyperliquid很坏，下单要慢600ms，而且如果交易对他有利就成交，对你有利就交易失败；并且任何一笔交易他们都去币安对冲 5. 稳定币本质上是政策套利，一个是不分红所以不受sec监管，但自己拿走分红；第二个是牌照价值，也就是政策价值。不会在crcl上长期投资，不如去买semi 6. coinbase收走50%的crcl利润，但币安更坏，会收掉99%的稳定币利润，

‼️South Korean stocks are UNDER PRESSURE: The Kospi index fell as much as -5.1% on Tuesday before closing down -2.3%. This comes after South Korea's presidential policy chief proposed distributing cash payments to citizens, financed by tax revenue collected from the record profits of AI-related companies like Samsung and SK Hynix. Within 90 minutes, the Kospi shed more than $300 BILLION in market value. Samsung Electronics and SK Hynix, the two biggest beneficiaries of the AI boom, led the initial decline before recovering much of their losses by the close. The policy chief later clarified the proposal would draw from excess tax revenue rather than a new windfall levy on corporate profits, prompting the partial rebound. As a result, foreign investors withdrew 5.6 TRILLION won worth of Kospi stocks on Tuesday, bringing total sales for the month to 8.8 trillion won. Despite the fall, the Kospi remains up more than +80% year-to-date, making it the best-performing major index in the world in 2026.

空了点闪迪 原因：新加坡擦边女都上车了

世界不确定性指数飙到史上第三高。 比互联网泡沫、2008年金融危机都还要高。 上面两个时期有多少人爆仓、裁员、破产，大家都知道。 现在更应该控制好自己的仓位。

如果你有钱，不知道买什么，什么都不懂，你就买这只ETF 就好了。买入，拿好，拿到ai机器人走进千家万户的时候，应该还有几十百来倍的空间……这个是确定性标的。 $DRAM