【学习】引用:The only way I really get out into the highs is if we have an obvious blowoff, and that’s actually what I hope happens with all these positions because it’s a lot better than getting stopped out into weakness.----不要因为看起来像 blowoff 就卖。真正该卖的是: blowoff + 反转
This is interesting because if you’ve been following this story, it’s been well reported that yield on passive stablecoin balances was a nonstarter from the beginning and unlikely to make it into the final deal. I think the @tether audit news may be playing into the drop as well, but it’s still surprising to see the stock react this way given how public this has been for months through reporting and statements from lawmakers writing the text like @SenThomTillis and @Sen_Alsobrooks.
My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.