七仔財經筆記｜7evenguy

marketing｜tweet in CH/EN | retail investor

[七仔財經筆記｜7evenguy @7evenguy]

@Dea26043084 抱歉啦，我也是滿手國巨，想說好玩發一下⋯
沒想到這個有立 flag 的意思🥲

[七仔財經筆記｜7evenguy @7evenguy]

@VincentQV1998 @popdex_ 挺

[medu. ✰ @meduzuhh]

BUZZ VS ALECKS SKIRMISH CHAT 😭😭😭

[Global Esports @GlobalEsportsIn]

nerf him pls @riotgames

[GE PatMen @patmenVLR]

🫶

[PRX f0rsakeN @jasonsusantoo]

Match day vs Fullsense!

[七仔財經筆記｜7evenguy @7evenguy]

@jasonsusantoo Yeah, see u guys in Vietnam 😍

[PRX f0rsakeN @jasonsusantoo]

2-1 krx. And qualify to vietnam. See you theree everyonee ❤️❤️🫂

[七仔財經筆記｜7evenguy @7evenguy]

@jasonsusantoo GG bang!

[Elon Musk @elonmusk]

Optimus

[七仔財經筆記｜7evenguy @7evenguy]

@pprxteam @nsr_valorant GGWP, next time get the trophy !

[七仔財經筆記｜7evenguy @7evenguy]

@nsr_valorant GG

[七仔財經筆記｜7evenguy @7evenguy]

@jasonsusantoo GG boys and good night!
See u guys next season

[七仔財經筆記｜7evenguy @7evenguy]

@vctpacific @smthlikeyou11 Everything

[七仔財經筆記｜7evenguy @7evenguy]

玩日幣也歸趙了

[Yi He @heyibinance]

大的来了。
https://t.co/GPSXFgIx3a

[CZ 🔶 BNB @cz_binance]

Why BNB reach $1000?

Good question. No one knows for sure. Correlation does not prove causation. But here is a incomplete list of possible reasons.

People tend to give me too much credit. I didn't do much. I am not technically involved like Vitalik. I am at best a mascot, but more just a community member.

First and foremost, I think the new pro-crypto US Administration probably made the biggest difference. Their stance influences not only US, but most countries in the world. Most countries now adopt a pro-crypto stance. This is a significant lift for the industry. Rising tide lifts all boats.

Earlier this year, memes made a come back on BNB Chain. I actually made some mistakes that may have hindered meme coin progress on BNB Chain. I never aped meme coins before. In my clumsy learning, I may have caused some PVP, which divided the community a bit.

During the same process, I learned about the negative impact of MEV attacks (again under public eyes). BNB Chain devs, nodes, block builders, wallets, DEX, and other players subsequently spent quite a lot of effort in reduce MEV attacks.

At the same time, BNB Chain improved from 3 second block time to 1.5 seconds, and then again to 0.75 seconds.

Capacity also improved significantly.

Gas fees on BNB Chain was reduced by 10x overnight, making it one of the lowest fee blockchain.

Transaction volume further skyrocketed. BNB Chain becomes the highest transaction volume chain.

Binance Alpha removed the need for project tokens to go to smaller exchanges for listings first. Hence provided a far more streamlined process for projects to progress from DeFi to CeFi. I was not involved in the Alpha design at all. I learned about it on X.

With the come back of meme coins, BNB Chain also saw its transaction volume increase in other sectors, such as stablecoins, DEX, AI and RWAs.

WLF issued the first native stablecoin USD1 on BNB Chain, further boosting the stablecoin liquidity on chain. The previous native stablecoin BUSD (not issued by Binance), was shut down by NYDFS in 2023, just before the 3 banks (Silvergate, Signature, Silicon Valley Bank) where shutdown, leaving a gap that was finally filled by USD1. USD1 grew quickly.

Multiple RWA issuers deployed on BNB Chain.
Hundreds of AI projects deployed on BNB Chain
BNB Chain burned $1.6 billion worth of BNB in the last quarter, and also billions in the previous quarter. People often ask, why burn $1.6 billion? why not spend it on marketing? Well...

SEC dropped their lawsuit (filed under Gary Gensler) against Binance, Binance US and me personally in May. Removing the last attack on BNB potentially being a security. I am not a lawyers, this is my layman understanding. Could be off. But it was definitely good news for BNB.

YZiLabs (and other VCs) invested / incubated dozens of strong projects on BNB Chain.

Existing projects on the chain doing well. Pancake Swap handling huge volumes. Lista competing with Venus on DeFi lending. Four launching memes and RWAs. Aster's awesome TGE...

Multiple DAT companies buying BNB, in the hundreds of millions each.

More builders on BNB Chain. Strong community support. (Thank you! 🙏)

... many other reasons I don't even know about ...

Lastly, the 0.25% rate cut yesterday definitely helped in some way too, even though I don't fully understand it.

Mostly importantly, I expect much more to come from this vibrant ecosystem. Keep building! 👍

[七仔財經筆記｜7evenguy @7evenguy]

自己筆記一下
台股車用好像蠻多隻都在底部往上走
小小買一下

[七仔財經筆記｜7evenguy @7evenguy]

@WolvesEsports @ValorantEsports @valesports_cn TH ✅
BLG ✅
RRQ ✅
GEN.G✅
PRX ❌

[七仔財經筆記｜7evenguy @7evenguy]

東南亞崛起

[郭明錤｜Ming-Chi Kuo @mingchikuo]

在最新的財務會議上，Apple預計2Q25在美國銷售的大多數iPhone之原產國為印度。此趨勢與我先前預測的「印度自2Q25開始將獨家製造並出口iPhone至美國市場」一致。

至於為什麼Apple說「大多數」？因為預計在2Q25美國市場銷售的iPhone，部分來自1Q25在中國提前生產。

[七仔財經筆記｜7evenguy @7evenguy]

以史為鑒

[Po-Ta Wang @potawang]

台幣剛剛盤中升值超過 １元 ......

我們在之前的報告中提到，
川普的經濟政策，很難不讓人聯想到 1980 年代的台灣。

以匯率為例，
1985 年的廣場協議過後，主要工業國匯率被迫對美元升值，
而台幣則是在隔年開始升值，然後升值行事曆長這樣
1986年１月： 39.585
1987年１月： 35.244
1988年１月： 28.578
1989年１月： 27.767
1990年１月： 26.078

以下摘錄自 《川普關稅來了，這將如何引發資金收縮效應！？》

在 1980 年到 1990 年代，美國與主要工業國之間的摩擦逐漸升溫。最主要原因就在於美國對於其他國家出現了長期經常帳逆差。為了改善這樣的情況，美國動用了關稅與非關稅方式來試圖解決這個問題，其中，最為著名的就是讓日圓及其他主要貨幣對美元大幅升值的 1985 年廣場協議了。

台灣雖然不是主要工業國之一，也沒有參與廣場協議，但由於台灣當時對美國貿易順差逐漸擴大，所以也成了美國必須要採取行動的對象。

在美國企業的要求下，美國政府在 1986 年對台灣紡織品設下進口配額、1987 年則是限制特定電子產品出口到美國，1988 年將台灣列入「貿易逆差嚴重國家」，並祭出「超級 301 條款」。同時，美國要求台灣開放金融業與服務業市場、匯率自由化、減少出口補貼等，並多次威脅將台灣列入匯率操縱國。這些壓力最終導致新台幣大幅升值，從 1986 年的 1 美元兌換 40 元新台幣，到 1989 年升值至 1 美元兌換 26 元新台幣左右。

而「台灣錢淹腳目」的年代也就這樣暫時畫上休止符，包括台灣股市與房地產都在 1990 年前後出現驚人跌幅。而台灣的超額儲蓄率在那之後的十多年間，大約都是在低個位數浮動，直到最近的這十多年才又開始明顯攀升.......

我不知道接下來台幣會怎麼走，
大概只有川普投顧自己知道。
但大概可以推論，如果新台幣繼續大幅升值，可能會怎麼樣？
畢竟歷史就擺在哪里。