金融圈渣男
240 posts


我说不买mu 买okb 。
很多人说我是傻逼,我找人接盘。
其实是不要追高,要抄底。
追高的本质是怕错过。
可是错过了又能咋滴?
错过了比特币,还有以太坊,错过了以太坊,还有sol,错过了sol ,还有doge ,错过了doge 还有shib 。
错过了shib 还有pepe ,错过了pepe 还有trump。
市场永远都有机会,可是套住就完了。
套住就没机会了。
我都是这么亏的钱,这么多年我深有体会。
一个不熟悉的领域,你都没主动搜索,突然一堆消息往你的耳朵眼睛里灌。
就是让你接盘的。

王短鸟 (长鸟版)@Wangduanniao
好吧,美光,2000年互联网泡沫的时候达到了100刀。 后面泡沫破裂,一路暴跌。 09年的时候直接跌到2刀。 你当时会觉得他能涨到1200刀吗? 另外海力士当年也是互联网泡沫破裂,dram 降价百分之90,陷入巨大的债务危机,后面被sk 收购,才叫sk hynix 的。 现在ai 把dram 炒热了,又起飞了。 你觉得这样的周期你能把握住吗? 我们能看到500指数一直在涨。 可是500指数中的股票是一直在变的。 你觉得单纯投资这个500指数能暴富吗? 你有那么大的本金吗? 投资叙事各股,很有可能在泡沫吃到这样的跌幅。 尤其现在已经涨了很多了。
中文

Eight years ago, in 2018, OKX began building our European business.
Over the past eight years, we have invested heavily in products, technology, governance, risk management, and regulatory engagement. We have worked closely with regulators across Europe to help shape the next generation of digital finance.
The journey has not always been perfect. Like every fast-growing company, we have encountered gaps, made mistakes, and faced intense regulatory scrutiny. When that happened, we addressed the issues, accepted responsibility, learned from them, and strengthened our controls and governance.
Today, OKX is proud to be the first company in the European Union to receive a MiCA licence, while also holding authorization for the broadest range of regulated crypto services under the MiCA framework.
Compliance is not just about obtaining a licence. It is about building a culture where governance, risk management, transparency, and customer protection are embedded into every decision we make.
We have invested significantly in building one of the industry’s strongest control frameworks and continue to work closely with independent external auditors to demonstrate the effectiveness of our governance and compliance systems.
Today, European users can access EUR on-ramp and off-ramp services, zero-fee stablecoin payments through the Mastercard network, hundreds of crypto spot trading pairs, and a comprehensive suite of crypto, commodity, and equity derivatives. We have also launched an AI-native Agentic infrastructure that enables customers to interact with our platform through AI agents, with many more innovations already in development.
Transparency has always been a core principle for us. We were the first major global platform to publish Proof of Reserves continuously for more than 40 consecutive months, helping establish what has since become an industry standard. Our Group financial statements are also audited by a Big Four accounting firm, reinforcing our commitment to financial governance and accountability.
Today, hundreds of OKX employees across Europe are building products and services for millions of users.
Our ambition goes far beyond becoming another crypto exchange.
We are building the financial infrastructure for the next generation of digital finance—bringing together crypto, traditional assets, payments, AI, and on-chain financial services on a single regulated platform.
This is only the beginning. Europe will continue to be one of the most important regions for OKX, and we remain committed to investing, innovating, and building here for decades to come.
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我就关心okb在这上面的应用,目前看是质押100okb能成为投票人,按okb质押量来决定投票权重,我看了一下目前的事件最多也就几U~几十U的东西,你投票准确可以分享其中5%目前看微乎其微,但项目够多也可能积少成多,但你投票方向错误会罚没是什么鬼,质押的okb都罚完吗,这不成了高射炮打蚊子。
Star_OKX@star_okx
中文

OUSD这个上线以后能带来多少资金流量100亿,1000亿,10000亿,我预计是10000000亿级沉淀在这条链上的资金将会是万亿级,目前Usdt和usdc的总量也就3000亿+,这个市场还有10倍百倍的增量空间,市场上肯定会出现usdc:usdt:ousd的交易对,只有资金的上链了,市场才能真正繁荣。蛋糕很大够大家吃的。
Open Standard@openstandard
Introducing Open USD: a stablecoin built for the internet economy, designed by the businesses growing it. joinopenstandard.com/blog/introduci…
中文

7月 1日全球市场焦点一览
1. 尽管存在地缘政治和供应链风险,标普500指数仍创下2020年以来最佳的半年度表现,市值在三个月内飙升8万亿美元。其核心原因在于美国企业(包括AI巨头和传统行业)的净利润创历史性新高。
2. 美股道指收涨0.26%,标普500指数涨0.78%,纳指涨1.52%。苹果(AAPL.O)和英伟达(NVDA.O)涨于2%一线,美光科技(MU.O)涨近1%,SpaceX(SPCX.O)涨4%,闪迪(SNDK.O)涨超10%。
3. 美国最高法院以6比3的投票结果,裁定特朗普试图终止“出生公民权”的行政命令违宪无效。这粉碎了特朗普第二任期核心的移民政策。
4. 郭文贵因涉嫌数十亿美元的诈骗、洗钱等9项罪名,被纽约联邦法官正式判处30年监禁,并没收8.89亿美元资产用于退还受害者。
5. 美联储哈玛克:通胀仍然过高,可能需要考虑加息;利率期货显示美联储9月加息概率升至80%。
6. 伊朗外交部:在未来几天内“基本没有与美方举行任何级别会晤的计划”。与调解方卡塔尔就落实美伊协议进行的对话可能于7月1日在多哈举行,议题包括解冻资产的释放。
阿曼据悉提出霍尔木兹海峡收费方案,引用了马六甲海峡方案等。
7. 美国总统Trump披露加密相关收益超过10亿美元,并持有约5000万美元BTC/ETH等资产。副总统万斯持有25-50万美金的比特币。
8. Open Standard 宣布推出稳定币Open USD,目前得到超 140 家企业的支持,阵容包括 Visa、万事达卡、American Express、Stripe、贝莱德、Coinbase、Google、BNY Mellon(纽约梅隆银行)、Standard Chartered(渣打银行)、DBS、U.S. Bank、Shopify、DoorDash、IBM 等,覆盖支付巨头、传统银行、资产管理、加密原生公司和科技平台。
将于 2026 年晚些时候上线,将在 Base(Coinbase)、Solana、Stellar、Polygon、Ripple 等多链部署。
9.OUSD的宣布以及罗素指数剔除 CRCL,导致CRCL股价暴跌17%,目前在62附近。
10. 灰度:Solana已成为超千款应用的结算层,年内日均处理超1亿笔交易。
11. Wintermute:加密市场已进入熊市后期,但真正底部或仍未到来。
12. OKX推出AI Agent市场,支持智能体接单并以USDT、USDG收款。
13. SYN 24小时涨超67%,过去30日上涨14倍。Arthur Hayes 在社交媒体发文表示,称其看好 Hyperliquid 生态,并点名 SYN 旗下期权 DEX 项目 Hypercall,认为该项目有实力向老牌期权交易平台 Deribit 发起挑战。
14. 美团开源首个从训练到推理都用国产芯片的万亿大模型LongCat-2.0。
15.OpenAI找到优化方案,可将AI推理成本减半。美国商务部解除对AI模型Fable的出口管制。
中文

We're standing down from today's launch attempt for @QPS_Inc. We have backup opportunities for another attempt in the coming days so standby for the new launch date soon.
English

Electron is vertical on the pad for today's 92nd launch.
Mission details:
🚀Name: 'The Grain Goddess Provides'
🎯 Customer: @QPS_Inc
🛰️ Payload: QPS-SAR-13
🌏 Orbit: 575km LEO
📍 Launch Site: LC-1, Pad A
🕙Liftoff NET: 1:00 pm NZST
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