不動

交易规则 1/不做空 2/不高频交易 3/浮亏不补仓，浮盈可加仓 4/低杠杆+长周期，高杠杆+短周期 5/减少用止损来加大仓位的手法 6/玩土狗就当钱扔了

@BroLeon @pasternak 这三姐妹也不好看阿 这傻叉犹太人这么好的项目搞到烂尾，最后还疯狂卖他手上那些合作项目的币，真是烂泥扶不上墙

好像昨天这个外网爆火的 $Believe 创始人 @pasternak 被韩裔女网红甩了另找新欢的瓜很火啊，中文圈貌似没啥人说，整理一下，不能我一个人库库吃瓜。 本·帕斯特纳克就是Solana上曾经大家玩meme最关注的项目之一的founder，知名一战就是把 $believe 洗盘几个月然后狂涨的那一波了。 他因为曾经圈了40M在圈里一直口碑比较有争议，被很多人骂Scammer。 当时 @believeapp 爆火，这小子就飘了，毕竟年少多金了嘛。 他开始去泡网红，追的还是 Tiktok/Instagram 上最火的韩裔几个女的，她们有三姐妹，有点像是“卡戴珊姐妹团”一样。其中他泡到的是头牌叫做 Evelyn Ha，有几百万粉丝。 跟这个女的在一起以后，他疯狂地给别人爆金币、买铂金爱马仕、高消费，还拍了大量 TikTok 甜蜜/搞笑视频，各种秀恩爱。 当时不少玩Believe平台亏了钱的人就骂Ben是把精力和资金都花在女网红身上去了，迟早要翻车。 昨天果然被人爆出来Ha家三姐妹同时取关了 Ben，而且 Evelyn 貌似已经跟 Ben 分手，跟另外一个玩 Twitch 的韩国人搞在了一起，开始发亲密视频。 这件事情让很多人心情大悦，总算看到他翻车了，然后开始嘲讽“现在 Ben 可以把他的钱和预算重新花到自己的项目上了”，“币价跌了，韩妹已经把ben榨干了，可以下一个了”。 果然秀恩爱，死的快啊，另外女网红不是那么好泡的，小伙子还是太年轻🤣🤣🤣

@reborn_fish @jeff_feng572552 @BTCdayu usdt反正还不合规，它可以无视法案继续给被动利息。而且像放在okx或币安直接拿被动利息是极低风险的。但usdc要拿到利息需要主动质押借贷搞这种defi操作，风险比被动生息大的多

@weflowman @jeff_feng572552 @BTCdayu 清晰法案就是不允许存款类的稳定币派息。既要享受合规的好处，又不受合规的监管。逻辑似乎不能自洽啊。

@_FORAB 朝鲜万能背锅侠

知名链上追踪博主 ZachXBT，指控合规稳定币 USDC 发行方 Circle，有多次失职，且常态化。 一份最新梳理显示，自 2022 年以来，这家发行 USDC 的稳定币公司，在多起重大黑客事件中，未能及时冻结涉案资金，累计金额超过 4.2 亿美元。 USDC 一直被定位为合规、可监管的稳定币。它不仅是锚定美元的中心化资产，还内置了冻结和拉黑地址的能力，理论上可以在链上，直接阻断灰色资金流动。 但现实是，很多时候，它没这么做。 最新案例发生在 2026 年 4 月。Drift Protocol 黑客事件被盗 2.8 亿美元。攻击者在 6 小时内，通过 Circle 自家的跨链桥 CCTP，把 2.3 亿 USDC，从 Solana 网络转移到以太坊，拆成 100 多笔慢慢清洗。 然而这个过程中，USDC 的发行方 Circle，没有任何冻结动作。事后链上分析，攻击者被指向是朝鲜相关组织。 类似情况，并不止一次。过去几年，该现象反复出现，例如 Cetus Protocol 黑客事件，6100 万 USDC 在 1.5 小时内跨链转走，冻结发生在一个月后（已经被黑客洗干净了）。 Nomad Bridge 黑客事件，4500 万 USDC 有 30 分钟窗口可冻结，但未处理。 Ledger 供应链攻击，USDC 放了 3 小时没动，反而隔壁稳定币 USDT 的发行方 Tether，先冻结了同地址的 USDT 资产。 Bybit 黑客事件，USDT 发行方 Tether 几小时内冻结，但 USDC 的 Circle 慢了 24 小时。 甚至在一些案件中，执法机构、项目方、甚至法院临时禁令都已经介入，Circle 仍然没有第一时间执行冻结响应。 所以问题就变得非常直接，Circle 一直在强调自己，是最合规的稳定币发行方，但在关键时刻，你搞不懂这个合规的意义，是法律合规，还是用户资产安全，或是不干预链上资金流动。 因此，这次链上追踪博主 ZachXBT 列举了长达 18 条推文，来指控和证实这一事情。 这就是个大草台班子。

@Wangduanniao 这能准过手表?有点瞎扯淡阿，居然能有200万订阅费，搞的我也想开发APP了

最近大家都开始关注心脏健康了， 这个融资300万美金的可以检测心脏数据的 HEALTH 已经达到30多万下载了。 收入达到了200多万。 增长太快了。 据说都快tge了。 看来健康才是大家最关注的第一位。

@somos_arriba yes, the data market is really huge. Kled has also just finished its seed round, everything is still just at the beginning

@weflowman Also I’m only using Kled as a reference of how successful a project with a few similarities to it can be. $SYNA isn’t a “Kled Killer”, they are different sectors and have different approaches, different backing and beginnings. Both can succeed in their own lanes 👍

If $SYNA does just 25% of what $KLED did, it’s $15M mcap.. If $SYNA can grab just 0.1% of its targeted data industry valuation, it’s…………

@solvenant @pumpcade @useKled bc ct full of retards, the ceo of pumpcade even doesn't disclose his real name.

@mxsjeic @BTCdayu 没看帖子吗，24号刚冻结过16个钱包，哪需要什么执法部门

@BTCdayu Circle只会响应执法部门的冻结请求，不是随便第三方请求都会冻结，那就乱了

这次2.8亿美元通过CIRCLE的网络持续了6小时转走，而CIRCEL没有作为被批评。 “做对的事情”：建立冻结机制，响应执法部门的诉求，进行相应操作，这事对了。 “把事情做对”：流程上应高效和自动化，没有做好 对Circle来说，通过此事升级响应流程是必须的。 冻结太猛太快在很多场景也不好，度很重要。

@TechFlowPost 这融资一看就有问题，1220亿太多了，相当于给了相当大股份，这是融资乏力的表现

你手里的 OpenAI 股份，可能已经卖不掉了。 据 Bloomberg 报道，约 6 家机构投资者近期想甩掉 6 亿美元 OpenAI 二级市场份额，找遍买家，零成交。去年，同样的份额几天内就被抢光。 同一时间，Anthropic 那边 20 亿美金现金排队等着进场，Hiive 单平台就录得 16 亿美元需求。二级市场报价已到 6000 亿美元，比上轮 3800 亿融资溢价超 50%。 华尔街更直白，高盛帮客户推 OpenAI 主动免 carry，推 Anthropic 照收 15%-20%。一个贴钱卖，一个加价抢。 OpenAI 刚官宣完 1220 亿美金史上最大融资。同一周，它的二级市场股份找不到一个买家。

History is made. $KLED

@ai_9684xtpa 所以不要做空，22倍，你开多小仓位都不够抗阿，这爆700万，起始仓位也就30几万的空单

明天解锁，提前一周演戏？😅 短短七天爆拉 2212%， $STO 的庄家有点东西啊 —— 从 $0.08071 最高拉至 $1.86666，又在一小时内爆砸 73%，完成来回收割 🔸明早 8 点，STO 将迎来首次团队和投资人代币解锁，共计 1321 万枚代币，按现价估算为 726.5 万美元 🔹而刚才那波暴跌，爆掉了 Aster 一个价值 767 万美元的空头头寸，$2.55 的爆仓价，拉到 $2.56 精准爆破 这把高端局…瞄准的到底是套保大户，还是追高小散呀？

if it was a traditional company, Avici’s current data could indeed support a valuation of $60M–$70M; in that context, raising $10M by issuing 15% in equity would be reasonable. so team should find a way to integrate equity value into the token first before pursuing further fundraising

@AviciMoney as a holder glad to see the 1st proposal. but with a mcap of only $7M, who would be willing to spend $10M to acquire a 15% allocation through a new issuance? The current low price of the token already demonstrates that it lacks the capacity for equity alignment.

Our First decision market Proposal, "Go big or Go home. Align core contributors" is live for staking. 500k AVICI is required from community members to start the decision market. Link below👇

@zhugecoin @Web3Feng 大家早期都是互联网数据投喂出来的，Gemini不会比chatGPT差多少。未来大模型比的就是专业细分数据，非互联网数据，私人数据。比如医疗数据，财务数据，保险数据，这些如果不是自己公司的那全部要花钱买。Google不但有钱，还有Google driver，还有安卓，未来获取私人数据的口子多的是，openai有什么口子

@Web3Feng 泡沫严重，幻想着openai能取代Google的搜索。确实现在ai有取代搜索引擎的趋势，Google如果搜索业务不行了的话会掉的很快，不过Google肯定也会大力发展ai。只是在搜索引擎里Google就是搜索的代名词，在ai领域里这个心智已经不被Google占有了，如果ai取代了搜索引擎的话，对Google肯定会是沉重的打击。

GOOG才3万亿，问题原本GOOG的业务和利润就很值钱。 所以8000买OPENAI的人是咋想的？ 纯好奇。

@reborn_fish @jeff_feng572552 @BTCdayu 然后币安确是最大，usdt目前也一样是最大。说的没错阿，usdt以后能给你被动利息的话，usdc谁屯

@jeff_feng572552 @BTCdayu 离岸稳定币就不谈了，USDC玩的是整个金融上链，哪家合规金融机构敢跟USDT玩？其实你参考币安就行了，币安在全球是体量最大的交易所，领先第二名好几档。但在美国啥也不是。

@Proofbycontradi The sell-off is probably because ppl think a few millions is too small. they really have no idea how high Kled’s valuation has climbed.

-30% after this. always trust your gut. do think $kled has good r/r here now. price pumping into a catalyst = bearish (sell the news). flip side of this is price selling off into a catalyst means surprise is to the upside. market pretty sceptical of street after multiple delays. what i appreciate about miya though is they are active answering questions in discord = opposite to pasternak. avi was MIA for too long really and some goodwill was nuked, but +ve sentiment is only a green candle away.

@JordanEureka @BagsApp

The @BagsApp release has HUGE risk for a lot of people. Please read. tldr: Bags released a system where tokens are not legal equity, but are being marketed in a way that can make them sound like equity. At scale. That can expose their platform, team, projects using it, and people actively promoting it to real legal risk. It does not require SEC action. It doesn't matter if crime is legal now. It can start with a single lawsuit from a single buyer and cascade. And then everyone could owe refunds. Disclaimer: Not legal advice. I'm not a lawyer, just an informed perspective as a founder in the space. ----------------------- WHAT'S GOING ON: Bags launched “Stocks on BagsApp,” using @BedrockFndn’s structure, which is actually quite thoughtful. Bedrock itself is extremely precise in its language. Bc they know it matters. Unfortunately the legality of the underlying structure is IRRELEVANT because of the language Bags is using describing it. Bags is using terms like “stocks,” saying “company stock is reserved for holders,” and referencing “shareholder value,” ownership, and IP rights. This is fucking insane. At the same time, Bedrock clearly states that holding tokens does not confer equity rights. That creates a gap between what users may believe they’re getting and what they actually receive. That is everything. Under the Howey Test, what matters is what buyers are led to believe they are getting. If buyers interpret this as ownership, equity exposure, or participation in company upside, that can trigger securities analysis regardless of the underlying structure. ----------------------- WHY THIS ESPECIALLY BAD HERE: This is platform-wide messaging, across many independent issuers, with retail buyers at scale, and the founder and community actively reinforcing the framing. That can turn this into a repeatable system encouraging people to believe they are buying ownership. ----------------------- HOW DOES THIS BLOW UP? It doesn't require the SEC to pay attention. Literally one single token buyer, of any project launched through this platform, decides to sue their project bc they thought they were buying ownership. They also sue Bags. They also sue anyone who made posts about this promoting it. The project says "we believed this because Bags told us it was so" and turns around and sues bags. The promoters do the same. Then every token buyer, seeing what's happening, does the same. Then every project does the same. This kind of cascade isn't unlikely if it starts. It's happened many times in similar situations. If found guilty, every project now could owe every token buyer all of their money back. Bags also would owe every token buyer all of their money back. jfc

@minglaugodel 这么小盘子，一进一出钱就少一半了，玩个毛线，只有10u战神能玩

现在几十w上限的meme让我无比厌烦 以前彩票中了随便几千上万u 现在赚个几百u都难的要死，卖的不及时马上就亏回去 我宁可meme是100wu起步市值，可以放心的扔两三万u进去，赚个50-100%也挺好，亏也不会直接亏到归零，现在几k市值起步的meme，上到几w你买了就能亏个90%，十几万的能亏98% 太难玩了

@MiyaHedge Roger that

update: we are in time🫡

变着花样想从币圈捞钱阿，其实本质上还是一个launchpad，但是包裹了公司和股权的外衣，但这件外衣需要7500美元，这是上线一家公司的费用，事实上在美国注册公司只要几百美元，况且我还不知道@bagsapp 上线公司是注册在哪里，CEO的kyc身份是全世界可选甚至包含中国，说实话我觉得这太扯了。虽然sec放宽了对加密货币的证券认定，但没有到如此疯狂的地步吧。后来我点进合作伙伴的细则才看到代币持有者并不享有任何股权的权益，这的确就避免了直接违法，但bags在宣传上是几乎在说买代币就等于买入股权，绝对是有意为之的吧。 有些已经支付7500刀上线的公司代币，价格基本接近归零。这并不奇怪，新注册的公司股权能值几个钱，而已经有业务的公司又为什么要给20-30%的股权给代币?事实上web2融资在种子轮以后也都明显强于币圈的融资能力。币圈的融资基本仍停留在天使轮级别，几十万几百万的启动资金，超过这个级别根本不可能靠launchpad从散户那里融到，所以说白了仍然是高风险小金额纯赌博性质的东西。