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@zcliu526

Frontend dev | Win money on @Polymarket

Katılım Nisan 2016
2.5K Takip Edilen209 Takipçiler
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Josh
Josh@JoshTradeOption·
Bullish Trade Idea for $NOK Strategy (zero-cost structure): If you are looking to buy shares here, consider this idea. Sell 20 June 5, 2026 puts at $13.00 strike → Collect $1,900 today. Buy 6x Dec 17, 2027 calls at $20.00 strike → Cost ≈ $1,800. Risk If $NOK is below $13.00 on June 5, 2026 → you get assigned 2,000 shares at $13.00. You still keep the $1,900 + the long calls. Upside (best case – puts expire worthless) You keep the $1,900 (which paid for the calls), so net cost = $0. Potential call value on Dec 17, 2027: Potential Gains? Stock at $25 → calls worth ≈ $3,000-6,200 Stock at $35→ calls worth ≈ $9,000-11,000 Stock at $50→ calls worth ≈ $18,000-19,000 No cost to you, huge upside. Only risk, being assigned 2,000 shares of $NOK at $13.00....but you're bullish! If you like this, follow me for more ideas, join me on Discord and check out joshtradeoption.com NFA.
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Shocked
Shocked@Shocked·
Feeling the stock market FOMO? 📈 Don't worry, we specialize in ALL markets.. not just crypto We've got some FREE months up for grabs, just LIKE THIS! Here's a few of our recent wins in the stock markets ⤵️
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MrBeast
MrBeast@MrBeast·
If this tweet has exactly 1 like in 24 hours I’ll give that person $1,000,000
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Art of Speculation
Art of Speculation@ArtofSpecuycky·
错过这一个月的半导体?别慌——1999年教会我们的"终局不是芯片,而是插座" 所有人都在FOMO半导体,但历史正在重演一个残酷的真相:每一次算力革命的终局,都不是由最快的芯片决定,而是由"谁能给这些芯片供电"决定。让我用1999年的剧本,解构2026年最被低估的赛道。 第一幕:1999年的"光纤狂热"与被遗忘的赢家 1999年初:所有人都在抢思科(Cisco)、英特尔、甲骨文——因为"互联网需要路由器和芯片"。 1999年末-2000年:真正的爆发点转移到了基础设施层: 光纤铺设公司(Level 3、Global Crossing)股价暴涨300%+ 电信基建(AT&T、Verizon的光纤部门)成为新宠 关键洞察:当所有人都买了服务器,瓶颈就变成了"数据怎么传输"和"电从哪来" 2000年3月互联网泡沫破裂后: 思科跌去86% 但电力公用事业(Utilities)和光纤基建在2000-2002年反而成为避风港 为什么?因为无论.com公司死活,互联网的物理基建需求已经是"不可逆的重力" 第二幕:2026年的"电力之墙"——历史押韵的完美复刻 核心矛盾:$700B资本支出 vs 50年前的电网 2024-2026年,科技巨头将投入7000亿美元CapEx建AI数据中心: 微软、谷歌、Meta都在买同样的NVIDIA H100/B200 问题来了:这些芯片功耗是上一代的5-10倍 一个大型AI训练集群需要1GW电力(相当于一座小城市的用电量) 但现实是: 美国电网70%的设施建于1970年代 公用事业公司(Utilities)审批新电网容量需要5-10年 数据中心建设周期只有18个月 这就是"物理之墙":你可以在6个月内买到芯片,但你没法在6个月内造出一条10万伏的输电线。 第三幕:为什么"绕过电网"成为终极解法 谁能搞定能源,谁才是真正的AI王者。大厂们开始绕过公用事业公司,直接去和核能公司签协议,或者自己投资氢能燃料电池。 1999年的"光纤铺设权" = 2026年的"兆瓦分配权" 1999年的稀缺资源是光纤铺设许可,数据中心机房和带宽批发商。 2026年的稀缺资源是电网容量/发电许可,带电数据中心和电力批发/自发电能力。 1999年和2026年最大的区别是1999年你可以铺更多光纤来解决带宽不足,但2026年你不能靠多买芯片来解决没电的问题。 被市场严重低估的"插座赛道"——对标1999年 ⚙️ Tier 1:拥有"电力准入权"的数据中心(对标1999年光纤铺设商) IREN(Iris Energy)- 当前最被低估的标的 核心优势:手握1.4GW已落地电力部署目标 对标逻辑:1999年的Level 3拥有"长途光纤路权",IREN拥有"可再生能源发电+数据中心一体化" 护城河:在德州/北欧自建可再生能源发电站,绕过电网审批地狱 为什么被低估:市场还在用"比特币矿商"的估值看它,但它已转型为AI算力基建商 1999年类比:就像Global Crossing在1999年被当"电信公司",实际是"互联网物理层的门票" ⚡ Tier 2:能源供给层(对标1999年电力公司在互联网时代的崛起) 核能复兴三剑客: GEV(GE Vernova):传统核电设备+小型模块化反应堆(SMR) VST(Vistra):美国最大核能运营商,直接与微软/谷歌签长期供电协议 CEG(Constellation Energy):拥有美国最大核电站车队,已签约为多个AI数据中心供电 新兴颠覆者: OKLO:小型核反应堆(Micro-Reactor),可部署在数据中心旁边核心逻辑:传统核电站建设需10年+审批,OKLO的反应堆可在2年内交付 对标1999年:就像当年的"城域网"绕过长途光纤垄断,OKLO绕过传统电网 🔋 Tier 3:储能/备电(对标1999年的UPS不间断电源商) EOSE(Eos Energy)+ FLNC(Fluence): 刚需场景:AI训练不能断电,哪怕0.1秒的电压波动都会导致数千万美元的算力浪费 储能=AI时代的"备用光纤":1999年数据中心需要冗余光纤线路,2026年需要GWh级储能系统 BE(Bloom Energy): 氢能燃料电池:可在数据中心现场发电,完全脱离电网 对标逻辑:1999年的"自建光纤暗网",2026年的"自建发电厂" 🔥 核心投资逻辑:为什么现在是"1999年末"而非"2000年3月" ✅ 三大信号证明我们处于"基建狂热前夜" 资本已承诺,物理尚未到位7000亿CapEx已宣布,但电力缺口至少需要3-5年填补 这给了"电力基建股"一个3年的确定性增长窗口 巨头正在"去中介化"电网微软直接重启三里岛核电站 谷歌与核聚变公司签20年购电协议 这和1999年思科自己铺光纤一样——说明瓶颈已从"算力"转向"电力" 估值错位:市场还在用"旧范式"定价NVIDIA P/E = 50倍(市场认为它是"AI核心") IREN P/S = 2倍(市场认为它是"矿商") 但实际上:IREN手握的1.4GW电力容量,在AI时代的价值=1999年Level 3手里的跨洋光纤 终局预判:2027年的头条不是"最快的芯片",而是"最多的兆瓦" 1999年的教训: 2000年3月,思科见顶 2000-2002年,光纤基建股和电力公司成为新资金避风港 2003年后,真正的赢家是拥有基建的Google/Amazon(它们买下了破产的光纤资产) 2026年的剧本: 2024-2025年:NVIDIA狂欢(✅已发生) 2026年(现在):市场意识到"没电=没算力"→电力基建股补涨 2027年:半导体见顶,资金流向拥有电力自主权的AI公司(微软/谷歌)和电力基建商 结论:不要FOMO芯片,要埋伏"插座" 如果你错过了这一个月的半导体狂欢,不要慌。 历史告诉我们: 1999年买思科的人,2002年亏损80% 1999年末买光纤基建的人,2002年还有正收益 2026年的"光纤"就是"电": 数据中心:IREN(电力自主权) 核能:VST、CEG、GEV、OKLO(绕过电网) 储能:EOSE、FLNC、BE(AI算力的"备胎") 1999年末最大的炒作不是芯片,而是光纤。 2026年末最大的炒作不是算力,而是电力。 #AI #美股 #投资 #能源 #DataCenter #Electricity #StockMarket #Macro #AI基础设施
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flint (was) Armstrong
flint (was) Armstrong@flintarmstrong·
My wife was killed today in a car crash. The other driver was going 110mph on a street with a 25 mph speed limit.
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softlipa
softlipa@zcliu526·
@beaniemaxi As usual, they will also miss this perfect window
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Beanie
Beanie@beaniemaxi·
There's no better time in recent memory for OpenSea to just launch its token and send the NFT market into an absolute frenzy.
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Polymarket
Polymarket@Polymarket·
JUST IN: China teases its first nuclear aircraft carrier.
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zoomer
zoomer@zoomerfied·
[ ZOOMER ] TETHER CONDUCTS ITS LARGEST ASSET FREEZE EVER, FREEZING $344M USDT ON TRON, WITH THE REASON STILL UNKNOWN: ONCHAIN
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币毒
币毒@0xJustdu·
没有管住手,这一次终于爆仓了,二三十年的积蓄归零,一夜无眠,悔恨不已。 我是人生中彻底的失败者,永远无法原谅自己犯下的这个严重错误。 贪婪压垮了我,也毁了我,尽管赚取了改变生活的财富。我输了,我没有朋友。 除了加密货币之外,我没有其他生活,这就是我的全部,现在这也消失了。我花了好几年才到达这个高度,但一晚就抹去了一切。 事到如今,最对不起的就是家人。结束了,加密不过是一场屌丝逆袭梦。
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PLA Military Updates🇨🇳
PLA Military Updates🇨🇳@PLA_MilitaryUpd·
🚨BREAKING: 🇨🇳China has warned U.S.🇺🇸NOT to block/intercept Chinese ships/tankers, or face consequences that could potentially include military provocations.
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Peter Girnus 🦅
Peter Girnus 🦅@gothburz·
I am a Web3 Ambassador at World Liberty Financial. There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance." 600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President. The distance is my best work. I am the reason these events are unrelated. World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence. Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated. Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated. Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated. Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated. Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard. On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well. The team page lists 3 Witkoffs. All 3 are Co-Founders. Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial. His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded. The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency. Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name. On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio. Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job. 600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access. A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25. My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper. The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family. I am the reason these events are unrelated.
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Serkan Tanyildizi
Serkan Tanyildizi@srkntnyldz·
Amerika’da yaşandığı iddia edilen dehşet verici olayda; Eli ismindeki kız, doğum günü pastasını üflerken arkadaşları tarafından kafası pastaya bastırılıyor. Ancak pastanın içinde bulunan şişler kızın suratına saplanıyor ve kutlama bir trajediye dönüşüyor.
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MERICA MEMED
MERICA MEMED@Mericamemed·
This technique works every time.
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Path of Men
Path of Men@PathOfMen_·
If sperm cells are not ejaculated, they are broken down and reabsorbed by the body within 75 days! retain your semen.
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Adam Hollander
Adam Hollander@HollanderAdam·
alright, let's address a few items that keep popping up on the timeline. every single dollar that opensea received in platform fees over the last 5 months was used for one of two purposes: 1. to purchase prizes which were distributed via treasure chests 2. to offer optional refunds via our claim site imagine all of the platform fees in a single account. we spent some of the funds on prizes. and then had to figure out the right way to distribute what was remaining across hundreds of thousands of wallets. on the refund page we shared a ledger of: 1. how much each user spent on platform fees (i.e. how much they contributed to the "account" above) 2. what we paid for each prize they'd already received in their treasure chests if there was a gap, that became the optional refund amount. which we determined was the fairest way to redistribute 100% of the remaining funds. let's talk for a second about those two numbers above. when calculating how much each user spent on fees, we did it based on the USD value of those fees at the time of transaction. so for example, if you paid 0.01 ETH of platform fees on Nov 1st, we took the USD value of ETH that day, which was $3,800, and attributed $38 vs. the value of that same ETH today at $21. this was opensea essentially going back in time and irrefutably doing right by users. when showing the ledger of prizes, many are incorrectly viewing this as "what they're worth" compared to how much opensea "paid" out of our fees account for those prizes. i get it guys, not every NFT is worth today what it was when you received it. and i know sometimes you had to pay royalties to sell them. but the reason we shared this information was to help you understand how we calculated the refund amounts and redistributed the remaining fees from the account. this was very simply, transparency. to those who didn't have a refund to claim, it meant that you were one of the lucky ones. the amount opensea paid for the prizes you received was more than you had actually spent in platform fees. so you got to essentially trade for free for 5 months and still keep the Treasures you earned. the fact i see people complaining about this particular outcome is puzzling to say the least. on the point of not providing more details on TGE - that's essentially why the refunds are being offered. the Foundation will share more when they're ready. but you should not expect more information in the immediate term. opensea was not required to provide these refunds. we did so because we thought it was the right thing to do. if you're truly upset about the way they were calculated, or frustrated that more information on TGE isn't being offered right now, in my opinion, you should personally consider taking the refund. i for one am extremely excited about what we're creating and our future. opensea is building incredible things that will change the way the world interacts onchain. and we're not going anywhere.
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WTF
WTF@mrwtffacts·
In 2019, 53-year-old Fred Pepperman was on a Florida beach when a riptide swept his three daughters out to sea. Grace (16), Olivia (20) & Kathryn (24) Hearing their screams of “Dad, help us!” he dove into the raging water with zero hesitation. One by one, he saved all three of his daughters by pulling them back to shore. Moments later, exhausted from his heroic actions, Fred collapsed to the ground & died. His final words to his daughters were “I got you”
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