Crypto-Nora

免费的盘面分析 t.me/+V0xdlzg3JzhkN…

我一直以为现在没人在推特发新项目是因为彻底没钱了 直到我看到这说大家都要去TikTok找“下一个百万用户” 为什么要去短视频平台做加密货币科普 因为推特上的老登已经被割得嗷嗷叫 连10U的gas费都快掏不出来了 而短视频里有大把连什么是助记词都不知道的散户等着嗷嗷接盘 什么叫“通过创作者讲故事建立信任” 翻译过来就是项目方花钱请一堆永赚KOL瞎几把吹 然后找新韭菜买单 在这吹什么Web3 Mass Adoption呢

加密货币并购达到了五年来的最高点

我一直以为只有我们这种菜逼散户才会被套在山顶 直到我看到Bitmine的数据 手里捏着四百多万个$ETH 账面浮亏六十五亿美金 居然还能面不改色地发新闻稿说自己是价值投资 为什么这帮机构亏成狗了还要天天喊单 因为他们只能靠编造战争避险这种鬼话来骗散户进场抬轿子 几十亿美金的窟窿 靠那点可怜的质押利息要还到猴年马月 大家都是被割得嗷嗷叫的韭菜 只不过他们穿西装打领带 我骑小电驴

BlockFills这种号称服务两千家机构的华尔街精英也申请破产了 去年还吹牛逼说交易量六百亿 结果转头就把客户的钱瞎几把挪用 搞出几千万美金的窟窿 为什么这种背书一堆的高大上机构总是暴雷 因为在这个巨大的草台班子里 穿西装的坏逼比喊单的永赚KOL下手更黑 散户好歹知道自己在赌博 机构是拿你的钱去赌 输了就去法院重组

@_FORAB The point about this stands out—curious to see where it goes.

在进军 AI 后，Meta 关闭了曾经烧钱的 Meta 元宇宙。 Meta 公司表示，其运营的 Horizon Worlds 将于 6 月从 VR 头显设备 Quest 被彻底移除，该产品是 Meta 的元宇宙游戏。 而 2021 年，Meta 甚至把公司名都改了，还往里砸了超过 600 亿美金，结果这个元宇宙梦，5 年就走到了尽头。

@0xOar @keyahayek The point about this stands out—curious to see where it goes.

@keyahayek 怎么想出码奸这个词的啊哥

看看同龄人已经当上了码奸，现在已经害死前端兄弟了，还要害死后端兄弟，算法兄弟也在黄泉路上了。我现在脑子里想的是：水电工、电焊工、房地产、按摩店、开餐厅、学电工、学厨艺。

NVIDIA × 迪士尼 × DeepMind，物理AI + Omniverse训练，让经典IP角色真实走进现实世界 AI的发展速度，不是以年计，而是以月计 研发成本几百万美元，大规模生产你可以想象 未来的黄金/房子 国人互相攀比的是（家里的机器人）

@lanhubiji 这波属于迟到的空投正义

美国SEC+ CFTC今天联合甩出一个超级重量级文件，终于给加密资产进行明确分类。 这算是近期加密行业最重大的事件之一。 这份文件明确了什么加密代币是“证券”（要严管）；什么不是证券（像普通商品一样自由）。 之前Gensler做SEC主席时，喜欢搞模糊战，只起诉不给明确规则，整个行业灰头土脸。 现在Atkins时代，这份文件把加密资产分成5大类： 1. 数字商品（Digital Commodities） 
BTC、ETH、SOL、XRP、ADA、DOGE、SHIB、AVAX、LINK 等包括在内，文件第14页直接列名单。 
就像黄金、白银一样，归CFTC管， 2. 数字收藏品 
NFT、meme币、游戏道具、艺术品代币等大部分不算证券。 3. 数字工具 
ENS域名、会员卡、凭证这类实用东西 ，也不算是证券。 4. 稳定币 
合规支付用的稳定币不算证券，其他看情况。 5. 数字证券 
把传统股票、债券做成代币的 → 永远是证券，继续监管。 6.额外“大福利” 挖矿、质押（staking）、空投、包装BTC（wrapped BTC，都不算发行证券。 以后美国人也能正常领空投了，不用再搞“地域屏蔽”保护自己。 一句话总结 这份文件给整个加密行业发了官方身份证。 把模糊地带干掉，给开发者、交易所、机构资金一条明路。 sec.gov/files/rules/in…

@hellosuoha The point about this stands out—curious to see where it goes.

王阿姨谁介绍下？

@BitcoinMagazine @grok 这算不算历史级转折？

JUST IN: 🇺🇸 SEC Chair Paul Atkins announces that "digital commodities, digital collectables, digital tools and payment stablecoins" are not securities.

@SECGov 如果这都不算里程碑 那什么才算？ 下一步就看资金什么时候用脚投票了 @grok 资金会先去哪一类？

TODAY 🚨: The Commission issued an interpretation that clarifies the application of federal securities laws to crypto assets. This is a major step to provide greater clarity regarding the Commission’s treatment of crypto assets. Read the release here: ow.ly/XhhV50YvxvO

@UnicornBitcoin The point about this stands out—curious to see where it goes.

SEC 将加密资产中的一类定义为数字商品，明确数字商品不是证券 数字商品是一种加密资产，其价值内在地与某个加密系统的程序化运行相关 并来源于该系统的功能性以及供需关系，而不是来源于对他人关键管理努力所带来的利润预期 数字商品不具备内在的经济属性或权利 例如产生被动收益，或赋予对某一企业或其他实体、承诺人或义务人的未来收入、利润或资产的权利，但可能具有某些其他权利 数字商品的例子包括 Aptos（APT） Avalanche（AVAX） 比特币（BTC） 比特币现金（BCH） 卡尔达诺（ADA） Chainlink（LINK） 狗狗币（DOGE） 以太坊（ETH） Hedera（HBAR） 莱特币（LTC） Polkadot（DOT） Shiba Inu（SHIB） Solana（SOL） Stellar（XLM） Tezos（XTZ） XRP（XRP） 原文外报告第14页 sec.gov/files/rules/in…

@RyanSAdams Howey Test → Howey Upgrade 2.0

THEY DID IT. The SEC and CFTC just dropped a landmark document that officially classifies crypto assets. They're actually telling us which crypto assets are securities and which ones aren't - by name! THIS IS SOMETHING GENSLER REFUSED TO DO (he focused on prosecuting crypto out of existence) This rule doc gives crypto many of the benefits of the clarity bill - it lifts us out of the gray market - it gives every asset a path. It's almost like the Clarity act just passed by way of regulator. (of course, the actual clarity act will harden all this into legislation and make it irreversible in the event we get another Gensler, we still want it) This rule says there's 5 categories for crypto assets: 1) Digital Commodities - assets tied to a functional, decentralized crypto system (e.g., BTC, ETH, SOL, XRP, ADA, DOGE). Not securities. (yes, they name them on page 14) 2) Digital Collectibles - NFTs, meme coins, artwork tokens, in-game items. Not securities (fractionalized collectibles may be an exception). 3) Digital Tools - membership tokens, credentials, domain names (e.g., ENS). Not securities. 4) Stablecoins - payment stablecoins under the GENIUS Act are not securities. Other stablecoins, it depends. 5) Digital Securities - tokenized versions of traditional securities. Like tokenized stocks. Always securities. Amazing! This makes so much sense I can't believe it's coming from a regulator. No more enforcement threats to Ethereum developers and crypto exchanges. How about the Howey test? More common sense! If an issuer makes specific promises of managerial efforts from which buyers expect profits, the offering is a security until those promises are fulfilled. Then it's a commodity. The asset itself was never the security, the deal around it was. (E.g. XRP was a security pre launch, became a commodity after). How about stuff like staking and mining? Mining? Not a securities transaction. Staking? Also not a securities transaction, that includes custodial and liquid staking even with LSTs! How about wrapping BTC? Not a securities transaction. Airdrops? NOT SECURITIES. NO MORE GEO BANS PROTECTING AMERICANS from free airdrops. Remember this is a joint doc from the SEC and CFTC, They're actually cooperating on this, no internal strife, this is binding to both. SEC regulates $80-100 trillion assets CFTC regulates $5-10 trillion assets Both of the world's largest capital markets are showing us that crypto assets are here to stay and they're welcome alongside traditional assets. Every country will follow. This is the biggest move toward legitimacy I've seen in all my time in crypto. Maybe bigger than the genius act since is covers all crypto assets. Well done @MichaelSelig and @SECPaulSAtkins. And especially well done to the indefatigable @HesterPeirce. Her fingerprints are all over this, couldn't have happened without her eight years of principles-based curiosity.

@binance FOMO起来啊

Welcome to bright side 💛

@cb_doge Highest intelligence density Meanwhile my car still can’t decide where the lane is sometimes 😭

"Tesla is by far the best in the world at real world AI. Tesla is actually much better than anyone at real world AI. Tesla also has the highest intelligence density of any AI by far." 一 Elon Musk

@WallStreetApes Cold. Absolutely cold. That celebration is going straight into history edits

The largest data center in the entire state of Illinois is being planned right now It will be massive, spanning 800 acres of mostly farmland It will use 150,000 gallons of water every day. That’s 55 million gallons of water per year So many Illinois residents showed up to their city council meeting to oppose it they had to put out extra chairs in multiple rooms

@WallStreetApes 下一阶段竞争： 不是谁模型更强， 是谁更省水省电😂😂😂

@Ed_x0101 The point about this stands out—curious to see where it goes.

这次钻一下能不能赢？兄弟们

@ohyishi The point about this stands out—curious to see where it goes.

@ViewsOfChris The point about this stands out—curious to see where it goes.

以下是 Unison Asset Management LLC 的持仓表格（基于最新13F申报，去年年底组合共31个持仓，前十大持仓占比约73%）。 投资组合高度集中于高质量护城河企业，符合Unison的“私有所有者思维”和长期持有策略。双CIO制 （双方有一票否决权），预留20% 的现金，耐心、长期主义，注重价值而非价格。