Lucas

Head of Market Development @ Gate

Building with Creators, Brands & Partners | TG: @Gate_Lucas
创作者、品牌及机构合作

Views are my own; likes ≠ endorsements
观点仅代表个人

[Lucas @Gate_Lucien]

Greatly enjoyed this one with @itsciaranlyons, thanks for having me on to talk through where markets go from here and why I think the next leg gets increasingly multi-asset.

Plenty of great questions and the timing is pretty apt. FOMC minutes this week, Jackson Hole to close out August, then the Fed in September. Rates, liquidity and risk appetite are about to give us plenty more to trade around.

If I had $20k, or even $50k to deploy today, I’d probably go 40% crypto, 40% stocks, 20% gold. Still plenty of upside exposure, just spread across different expressions of the same macro trade.

It’s a good thing you can already build that entire portfolio in one place @Gate @Gate_zh

[Cointelegraph @Cointelegraph]

Head of Markets at @Gate, @Gate_Lucien, is spotting an interesting relationship developing between crypto and stocks.

"Crypto and stocks, to me, I think they have quietly started to converge. And I would say because you notice that there's a stronger correlation as opposed to the five-year average."

#CHAINREACTION

[Lucas @Gate_Lucien]

投资里最容易被低估的一件事，是你不需要亲手花几十年做出一家伟大的公司，也可以分享它创造的价值

看懂一家好公司，买入并拿得住，本质���就是让资本跟着 Founder、团队和业务一起复利。Web3 里大家常追求更快、更早、更高杠杆，但有时最大的 Alpha，只是看对谁在创造价值，然后让时间工作

几次真正做对的判断，就可能走向 Generational Wealth

完整分享放下面，下一站见 ✈️
https://t.co/pHBZq7JkQZ

[Dr. Han @Han_Gate]

TradFi and crypto are converging faster than most people realize.
Good piece from The Economist on what that looks like at Gate.

[Gate @Gate]

🇯🇵 Japanese stocks, now just one click away.

No Japanese brokerage account. No JPY conversion. No extra hoops.

From Sony to Toyota, access leading Japanese stocks directly with $USDT on Gate.

One Gate. Every Trade. Opening up access to Japan’s stock market.

Trade now: https://t.co/awKm8qyYoU

[Lucas @Gate_Lucien]

@Scottz_Gate @TheJaFung @edwinsifuna 阳光、沙滩、海浪，还有 bali 版《花样男子》F4 😂

[Lucas @Gate_Lucien]

@gate_kol26 @cheungedwin @TheJaFung 终于线下见到了 这次聊得太赶，下次一定好好 catch up

[Lucas @Gate_Lucien]

看了过去两天的行情，这时候发 【Simple Earn】倒是刚刚好

BTC 两天涨了接近 20%，重新站上 ~8w 附近，也是 5 月以来的新高

看多当然舒服，但问题也随之而来

涨了这么快，你还追不追？

假设刚止盈一笔，手上现在有 1w。长期还是看多，但短线不想追高，想等回调再接。可能等几个小时，也可能等几天

传统券商里，这种钱通常不会纯躺着。很多人会放在现金管理、货币市场这类产品里，等下一个买点再调回来

所以我觉得 Gate 这次上线 Simple Earn，比较对味的不是多了一个理财产品，而是把这段等待时间也利用起来

等机会的资金可以放 Flexible Term，需要时赎回；暂时确定不用的部分可以放 Fixed Term。懒得每天处理闲置余额，也可以开 Auto-Earn 自动申购

这次活动还有额外 Bonus / Boost 年化收益，在原本收益之上再加一层

而 Crypto 最大的区别还是 24/7

周五止盈，周六继续赚收益，周日回调给到买点，再把资金拿回来接

看多不等于每个价格都要买

有时候最好的仓位是等，但等也可以有收益 🔜

[Lucas @Gate_Lucien]

日股，终于来了 🇯🇵

��股、港股、韩股，现在再加日股。全球股票这张图，我们一块一块拼。

东京开席，继续上菜。索尼、丰田这些熟悉的名字都在了，���兴趣的可以直接上手试试 👀

[Gate 华语 @Gate_zh]

🇯🇵 日本股票，现在一键直达！

没有中间商，没有换汇烦恼，没有繁琐开户流程。在 Gate 用 $USDT 直接买索尼、丰田——上车日本龙头股就是这么简单～

大门，交易无限！一个 Gate 账户，打开全球资产机会 ♾️
👉 立即交易：https://t.co/QCKVtREavE

[Dr. Han @Han_Gate]

Regulatory clarity isn't just compliance. It's a signal.
Capital and talent flow where the rules are clear. That's what the Clarity Act means, and markets know.
监管清晰度不只是合规问题，资本和人才天然会流向规则更清晰的市场。这才是 Clarity Act 真正重要的地方

[Lucas @Gate_Lucien]

Yesterday’s move was simple, but important.

The US 30Y yield hit 5.34%, its highest since 2007. Treasury then increased planned purchases of longer-dated bonds, and yields quickly fell back toward 5.2%.

The Dollar weakened, Gold jumped more than 3%, Bitcoin rallied and stocks found some relief.

So you'll see that long-term rates are becoming a key pressure point for markets. When they rise, money gets more expensive and risk assets feel it. When they fall, that pressure eases.

What caught my eye was tech. Yields reversed sharply, but semis and AI names didn’t bounce nearly as much as expected.

My thesis:
1 / If the 30Y stays under control, Gold, Bitcoin and equities have room to run.

2 / If tech keeps lagging even as rates fall, the next phase may be about stock selection, not simply buying the AI trade.

[Lucas @Gate_Lucien]

这组数据算是给价差讨论多了一个不错的参考

但数据最终还是要回到真实交易体验，欢迎大家亲自来试。好不好用、哪里还能更好，都可以直接丢给我，我们继续一起打磨

当然，体验不错的话也欢迎回来报个喜 😂

[RootData | We're Hiring @RootDataCrypto]

RootData Stock Derivatives Exchange Ranking: SuperEx Records the Highest Spread Among Top 10 at 0.092%

According to RootData's stock derivatives exchange ranking, SuperEx has the widest spread among the Top 10 at 0.092%.

Spread among the top three exchanges:
🔸Binance: 0.011%
🔸Gate: 0.005%
🔸OKX: 0.007%

"The spread is calculated as a 24h volume-weighted figure. A higher value generally indicates higher trading costs."

👇
https://t.co/KeXW3Q6Kij

[Lucas @Gate_Lucien]

Looking forward to meeting some great minds at Coinfest, come say GM if you’re bullish on where investing is heading.

[Gate @Gate]

Where is the next generation of global investing heading?

Join @Gate_Lucien, Head of Market Development, Equities @Gate, for a focused session on how we are shaping the next generation of global investing.

[Lucas @Gate_Lucien]

TradFi is becoming a crypto-native trade faster than most expected.

A-shares, US and Korean equities, metals, all finding liquidity on the same rails. The interesting part now is how quickly capital can rotate between them.

We’ve shipped a lot at @Gate. Still early.

[Mpost Media Group @mpost_io]

🔥 @Gate Ecosystem Update: China A-share and innovation futures, deepening crypto-equity convergence

▫️ Net inflows top $273.72M over 7 days - Gate ranks top 3 among global CEXs

▫️ Gate Futures Stock Section debuts 10 China A-share perpetuals including Moutai, Midea and Hengrui with a 50,000 USDT airdrop

▫️ PIPEDOG Launchpool stays active - the PIPEDOG pool APR hits 994.35% with 13,550 ETH and 607 BTC staked

▫️ Gate ETF launches WDC and AXTI 3x pairs - now 398 leveraged tokens with a 60,000 USDT challenge

▫️ New users can earn up to 105.76% APR in the DOS GUSD pool as GUSD subscriptions hold at $257M

▫️ Unitree Robotics leads the innovation section up 6.97% - Gate Futures innovation stocks span 40 names including CXMT and CATL

▫️ LaLiga Matchweek 1 drives Event Market points - Big Five Leagues Kickoff runs a 200,000 USDT pool

▫️ Gate Europe CEO: digital identity is becoming a bridge of trust - identity infra key as services expand beyond crypto

▫️ Equities head Lucas Sum: crypto and stocks are converging - crypto-Nasdaq correlation tops 0.8 as RWA passes $30B

▫️ gStocks names surge as CBRSG gains 10.47% - AXT and MicroStrategy tokens follow higher

▫️ Gate Alpha opens Hot Token Competition Phase 61 on BSC tokens with a $50,000 airdrop

▫️ Gate launches 牛来 perpetual futures with USDT-M settlement up to 20x leverage

▫️ Futures copy trading daily volume rises 18.5% WoW - new lead traders up 20.5% as the ecosystem strengthens

All details: https://t.co/vapdVPhSi4 https://t.co/vapdVPhSi4

[Lucas @Gate_Lucien]

市场现在有点意思了

BTC ETF 刚从六周最大单周流出后重新转正，但美债收益率还在高位，今晚 FOMC Minutes 又来了 👀

资金不是不想进，而是在等一个更明确的信号。接下来几周，Crypto 和美股可能都有得做 @Gate_zh

https://t.co/tabVLn8gIH

[CryptoRank.io @CryptoRank_io]

📊 Gate Leads RWA Perps Open Interest Among CEXs

@Gate holds $379M, 49.6% of the $763M total across centralised venues in late July, and 2.2x the next-closest exchange.

[Lucas @Gate_Lucien]

Gate 目前承接了 CEX 近一半的 RWA 永续 OI 🔝

过去几周，交易重心也从 AI、半导体逐步扩展到黄金、白银。

接下来看的就是哪些资产能真正形成持续深度，以及 24/7 TradFi 的价格发现会怎么演变

[Gate 华语 @Gate_zh]

RWA 永续合约跑得快？Gate 跑得更快 ‼️

占 CEX 全市场 RWA 永续未平仓量的 49.6%，是第二名的两倍还多！

7 月期货 & 现货交易量双双稳居全球第四 🚀

全球规模，市场深度，Gate 都在前排～你最近在 Gate 上玩 RWA 了吗？👇

[Lucas @Gate_Lucien]

@Godot_gate 666

[Lucas @Gate_Lucien]

@Cointelegraph @Gate Appreciate you having me on @ciaranlyons 🤝

See you at TOKEN2049, maybe we accidentally end up recording round two in person 👀

[Lucas @Gate_Lucien]

@Cointelegraph @Gate Appreciate you having me on @itsciaranlyons, it was definitely a good take 🤝 See you at TOKEN2049, maybe we accidentally end up recording round two in person 👀

[Lucas @Gate_Lucien]

@Micky_Gate @Gate_zh 最近反而越配越简单 🫡

美股 + etf 做底仓，crypto 留点弹性。现在能放在一个平台里看，确实省事不少