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Bullish Dumpling
821 posts
Bullish Dumpling
@BullishDumpling
Macro + Digital Asset Narratives | Tech × Culture × Behaviour
United Kingdom Katılım Şubat 2021
4.4K Takip Edilen22.8K Takipçiler
@Cardano_CF @GBBC_io do you have more details on CF's contribution? congrats
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Phase 2 of the Capital Markets Risk Mitigation Framework is now live, and the Cardano Foundation is proud to have contributed.
Developed with @GBBC_io and a broad set of industry contributors, it expands to Layer 2, reflecting how institutional blockchain use is evolving.
A step toward a clearer, shared approach to understanding and managing public permissionless infrastructure risks for financial markets.
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最近我发现睡觉和拉屎真的是两项被严重低估的能力。
尤其是我这几个月高频 vibe coding，搞 AI 知识库，搭 Agent，同时还要兼顾写推文做视频。每天总感觉时间不够用，经常感到焦虑，睡眠和拉屎的质量大大降低。
短期来看少睡觉确实可以换来产能的大幅提升，但长期来看这笔帐确实划不来。
仔细想想，人的一生中有三分之一的时间都在睡觉，每天至少要上一次厕所。这两件事做了几十年，但我想绝大多数人从来没有认真对待过它们的质量。
道理大家都懂，都知道身体是革命的本钱，身体是复利资产，经营权在自己手上，一旦身体垮了，过往所有的收益都会归零。
但真正能做到的人很少，可能还是因为短期回报的诱惑太大了...
之后我准备先给自己设置个固定休息信号，到了指定时间就放下电脑，进入休息模式，先尝试一段时间看看。
感觉能够每天睡好觉拉好屎，就已经超越了全世界 90% 以上的人。
中文
🇬🇧UK crypto users: the FCA is shaping new rules that could change how you trade, stake, and access crypto
I’m collecting user input in response to FCA’s Consultation Paper 25/40
I’ve boiled it down to 4 questions and will share it in my response to the Consultation Paper - answer them and help shape the future of UK crypto rules 📗 @TheDePINCat @ThePolicyCat
forms.gle/uqVfN2vTUPCUp8…
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@RnaudBertrand ''NO FIREWALL: Companies registered in Hainan can apply for unrestricted global internet access'' How cumbersome is it actually for companies to access internet? In my understanding obtaining such access is no easy task.
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This is largely being ignored but it's easily one of the biggest China news of the year.
What China is doing with Hainan - a huge island (50 times the size of Singapore!) - is pretty extraordinary: they're basically making it into a completely different jurisdiction from the rest of the country, and an extremely attractive entry gate for the Chinese market.
You can now import most products in the world (74% of all goods) entirely duty free into Hainan. And, if you transform the product and add 30% value locally, you can then send it to the rest of mainland China completely tariff-free.
So for instance: import Australian beef into Hainan tax free. Slice it and package it for hotpot in Hainan: it can enter all mainland supermarkets duty-free.
They also have insanely low corporate tax rates: 15%, lower than Hong Kong (16.5%) and Singapore (17%) or the rest of the mainland (25%).
That's not all, Hainan now has different rules from the rest of China in dozens of areas:
HEALTH: Basically the rule is that if a medicine or medical device is approved by regulatory agencies anywhere in the world, it can be used in Hainan - even if banned on the mainland. Which undoubtedly makes it THE place in the world with the widest range of medical treatments available.
NO FIREWALL: Companies registered in Hainan can apply for unrestricted global internet access
OPEN EDUCATION: Foreign universities can open campuses without a Chinese partner
VISA-FREE: 86 countries get visa-free entry, probably one of the most open places in the world
CAPITAL: Special accounts let money flow freely to and from overseas - normal mainland forex restrictions don't apply
So they're running a pretty extraordinary "radical openness" experiment there.
They're basically building a "greatest hits" of global free zones: Singapore's tax regime, Switzerland's medical access, Dubai's visa policy - all in one giant tropical island attached to the 1.4 billion people Chinese consumer market.
China Xinhua News@XHNews
China on Thursday launched island-wide special customs operations in the Hainan Free Trade Port (FTP), the world's largest FTP by area, allowing freer entry of overseas goods, expanded zero-tariff coverage and more business-friendly measures. xhtxs.cn/8VU
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@0xDistro_ London Chinese food is shite, but agree on all other points
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“London is too dangerous for Breakpoint, you’ll get stabbed” 😭
My brother in Christ, London has 220k+ millionaires whose net worth isn’t based on JPEGs and shitcoins.
You think they’re hunting your staked $JUP in Soho? Be serious.
This city hosts Wimbledon, the London Marathon, NFL London, and constant Wembley megashows… but yes, all the gangs will be at Breakpoint waiting for the crypto bros 💀
And if you’re worried you can’t flex your Rolex on the street… maybe invest in your inner wealth instead.
Much higher ROI 😉
Now seriously, if Breakpoint was going to be in Europe, London is the obvious first pick.
Yeah, the weather’s grim in November and it’s expensive. Fair.
But beyond that? London is top-tier.
In food, culture and vibes.
Don't believe it? 👇
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@CryptoTaxJme UK regulators are quickly catching up and 2026 is going to be a good year, my impression
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🚨 UK just made a big move for crypto firms 🇬🇧
Chancellor backs cryptoassets companies to invest, innovate, and grow in the UK with firm but fair regulation, giving the industry clearer rules and legal certainty to scale here, not abroad. 📈✨
📅 New laws to come into force from 2027
👩⚖️ Crypto firms to be regulated like other finance products
🔒 Consumer protections strengthened
💼 A push to make the UK a global digital asset hub 🌍
🔥 What this means for crypto businesses
• Clarity on rules of the road
• Boosted investor confidence
• More jobs and innovation locally
📌 #UK #crypto #regulation #growth #digitalassets
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Snek@snek
The Snek Den Taiwan Edition was a complete success🔥🇹🇼 It was only possible thanks to our sponsors @Bybit_Official, @emurgo_io and @strikecardano 🐍 Shoutout to @CardanoLeo, @rexliu and @BullishDumpling for organizing the very first community-led Snek Den event. 2026 will be full of them all around the world 🌏
中文
The Snek Den Taiwan Edition was a complete success🔥🇹🇼
It was only possible thanks to our sponsors @Bybit_Official, @emurgo_io and @strikecardano 🐍
Shoutout to @CardanoLeo, @rexliu and @BullishDumpling for organizing the very first community-led Snek Den event. 2026 will be full of them all around the world 🌏
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@snek @Bybit_Official @emurgo_io @strikecardano @CardanoLeo @rexliu taiwan is a milestone, also the beginning of something great 🌏
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Bullish Dumpling retweetledi
11月操作复盘，以及我为什么开始写宏观:
11月的市场在我看有三个不确定性：
1⃣宏观流动性紧张
2⃣日本bond收益率影响全球市场
3⃣AI sector的估值让我不太安心
我不认为年底会出现剧烈崩盘，但也不愿意乱动。
所以我的操作是：
💵法币方面，
增加了 money market fund配置，收益约6.4%,
少量现金继续在high interest account, 收益约4.3%
如果S&P 出现合理回调，逐步加仓
🉑加密方面，
BTC 和ETH 现货不动（仓位已经满意）
ADA 持续运营矿池（池子规模 7000 多万）
SNEK 仓位无改变
其他山寨跌麻了，但是因为不急用钱，暂时无视
我现在的配置是：
法币端：高流动性来保持灵活性，
加密端：不 FOMO，不慌，观察
✅如果现在是加密周期的顶部，那我OK；如果不是，而是最后会有一波拉升，我打算在高点逐步减仓。
核心思想：山寨为积累btc而服务
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为什么开始写宏观？
过去几年，我经常在推特上刷到关于宏观新闻的热帖，它们标题很勾人，情绪化，我都会忍不住点开看，快速浏览，满足对信息的渴望，但看了很多，事后觉得没学到什么，跟吃了零食一样。
我意识到自己不能再依赖碎片信息，必须建立属于自己的框架和判断体系。
而我站在一个很好的起点：
1⃣在伦敦，身边有监管，投资，创始人，基金经理等不同人脉；在线下经常参加各类闭门会议，政府部门讨论，跨行业会议；
2⃣长期在 web3 体系里工作，做投票代表，做内容，通过运营社区观察人们的行为变化，舆论导向，也见过市场如何被叙事推动。
3⃣宏观 + web3 + 线下权力观察，这些东西叠加起来，会形成一个我过去没有意识到的优势。
所以十一月中旬，我正式开始补齐宏观系统知识。
搭建自己的叙事体系，独立判断市场，大胆分享对和错，持续成长。
不当分析师，不当老师，而是构建自己的思维系统，今后我要做自己的判断。
不怕错，错了就复盘，再来。
✳️过去两周：学习，辨别，判断
这两周我做的事情很简单：恶补宏观概念的底层逻辑（利率、就业、通胀、carry trade、收益率、TGA 等），然后以此辨别消息来源，分清噪音与信号，
必须逼自己做出判断，而不是被热帖带节奏。
❇️最明显的成果是：
我的日本 carry trade 推文非常成功，说明深度和清晰度是一部分人真正需要的东西。
现在也能比较快地分辨哪些热帖是噪音，哪些值得看。
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关于Cardano 方向，不会变：
Cardano 原本是我账号的主要内容，我知道很多人因此找到我。
十一月我做的事情包括：
1⃣持续生产高质量 Cardano 内容；
2⃣我的中文群人数超过7000人；
3⃣持续参与治理：投票权已超过 8000 万ada，1600+人信任，是投票代表人数计算的top 10；
4⃣贡献给 SNEK 亚洲行的关键建议，并促成台湾之行落地；
所以未来的方向是： Cardano 内容继续做，社区和矿池持续运营，添加宏观的理解，会更有益。
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十二月的计划：继续升级这个账号的内容 ，打磨判断体系和宏观视角，坚持复盘和分享。
11月热帖：
日本动了： x.com/jiaozibullish/…
600万usd滑点事故：x.com/jiaozibullish/…
youtuber付费会员，市场反应：x.com/jiaozibullish/…
中文
@CryptoTaxJme interesting development from what we discussesd last time, seems like a postive shift. will write about it to my followers
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GIF
QME
The market is down, but the $SNEK community keep growing. Now the Chinese $SNEK community have surpassed 3000 members. We just got the loan passed and we will have the $SNEK DEN Taiwan edition with many surprises next weekend. Some people fear, and we just keep building.
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My understanding of the network situation:
There is no confirmed “full network outage”.
Block production slowed down, and some explorers were not updating correctly, which created the impression that no blocks were being produced. In reality, blocks were still coming in, just more slowly.
The root cause is a software inconsistency between different node versions.
Some SPOs were running versions that not handle a particular network condition correctly.
Meanwhile, nodes running the stable version 10.1.4 behaved as expected and continued producing blocks.
Intersect released an urgent fix (10.5.2), and pools on the affected versions are currently upgrading. This is a software issue, not an operator mistake.
The chain is stabilising, the fix came out, and the ecosystem responded quickly.
🥟饺子@jiaozibullish
Cardano 网络情况更新： 今天大家可能在 X 上看到关于 Cardano 出现 20 分钟左右“出块暂停”的讨论，信息比较混乱。 这里给大家一个稳定且清晰的总结： 这次的情况更类似于拥堵，而不是停摆。 首先，Cardano 生态里非常权威的技术负责人 Pi Lanningham 已经说明： 这是一个只影响少部分节点版本的 bug。 需要尽快升级，但不是系统性风险，没有资金损失风险，一切可恢复。 其次，问题来自节点10.3.x、10.4、10.5 这些版本在某个网络条件下处理不一致，从而导致短暂的 parallel forks 和出块速度变慢。 这是软件版本差异的问题，不是矿池运营的错误。 在这期间，运行10.1.4 稳定版本的池子们一直表现正常、持续产块。 为什么不同池子会运行不同节点？ Cardano 去中心化的特点： 因为所有池子运营们不会同时升级，所以哪怕某个版本出问题，也只会影响一部分节点，其他稳定健康版本的节点会继续保持链的运行，避免全网停摆。 最新： Intersect 已经发布紧急修复版本 10.5.2，受影响的节点正在升级。 虽然 10.5.2 已通过测试，但任何快速修复都有极小的风险，因此让部分节点继续运行“已知稳定版本”对整个网络是健康、正面的。 最关键的一点： Fika池在整个期间一直运行的是稳定版本 10.1.4。 这意味着： – Fika 一直在正确链上 – 完全没有遇到 bug – 整个期间持续正常 – 是保持 Cardano 网络稳定性的那批节点之一 – 质押者的安全与收益未受到影响 总结一下： 这是一次紧急但可控的问题，官方和社区都已经快速响应，紧急修复版本已经出来了。 如有新的进展，我会更新。
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