Ivanhoe

[MONK @defi_monk]

https://t.co/apshnc9oOr

[区块链行情研究 @qkl2058]

Two Sigma的AI负责人，年薪大概100万美元这个级别，最近公开讲了他们这个600亿美元规模的基金，到底怎么用大语言模型来预测市场价格。

这人之前在谷歌干了12年，后来离开加入Two Sigma，从零开始搭建AI团队。三十分钟的分享，把华尔街最神秘的量化基金怎么用AI这事讲得挺透。

这家基金从2001年到现在，二十多年没亏过钱。所以他们的思路，确实值得听听。

[CryptoMaid加密女仆お嬢様 .stand @maid_crypto]

https://t.co/1H2kbviqY1

[BlockBeats｜We're hiring! @BlockBeatsAsia]

https://t.co/croCxa3yAU

[168X @168X_Fortune]

https://t.co/AT61QZk51k

[chiz @t025651]

@xiaogaifun 原文：https://t.co/K1bEcRs2pH

[新火集团 Bitfire @_BitfireGroup]

✨感謝我們的戰略合作夥伴 老虎證券 對【Bitfire Day｜2026香港機構數字財富管理高峰論壇】的大力支持。

🔥老虎國際（NASDAQ: TIGR）是全球領先的科技券商集團。旗下自主研發的交易平臺 Tiger Trade 以科技革新投資體驗，全球用戶已突破1000萬。在香港，老虎證券持有香港證監會第1、2、4、5、9類牌照，為投資者提供安全、可靠、便捷的一站式全球金融產品交易服務。憑藉覆蓋全球多地的81張金融���照與頂尖的金融科技實力，老虎證券正不斷打破交易邊界，讓資產配置變得更輕鬆、智能。

📅 時間：2026年4月23日
📍 地點：香港會議展覽中心 · 香港Web3嘉年華主舞臺
👉 鎖定席位：https://t.co/9UIb56YjLc

#新火集團 #BitfireDay #HKWeb3Festival #機構投資 #數字財富管理 #老虎證券 #TigerTrade

[PANews丨APP全面升级 @PANewsCN]

https://t.co/g6aWGXVw2w

[Leo 的宏观笔记 @Leooo2099]

币圈真的是草台班子。

SpaceX在一级市场有多难买，玩过美股的人应该有体感。

除了 xAI 并购后最新一轮估值和场外OTC价格目前对应的等效价格之外，想通过正规渠道拿份额，Forge、EquityZen这些持牌平台，合格投资人认证加25万美金起步，而且还不一定排得上。

我一直想找机会上这趟车，前两天一个玩币的兄弟跟我说，你看看加密这边，有交易所在搞SpaceX的Pre-IPO，门槛低多了，我就去翻了翻。

翻完之后第一个感觉不是兴奋，是困惑。

币安没做，OKX没做。推这个事的是Bitget和Gate。

SpaceX这种量级的标的，要真能合规地做成代币化产品，头部交易所没道理不抢，流量和口碑都是现成的，它们集体缺席，我想不出太好的解释。

要么是合规上过不了它们自己的风控，要么是底层资产拿不到，要么就是评估下来觉得这事的性价比不值得碰。

但既然想参与，那还是认真看看，做美股养成的毛病，看任何产品掏钱之前先做三件事：看发行方，看底层资产，看监管，价格反而是最后才看的。

Bitget那翻完公告，合规发行方Republic，SEC和FINRA注册的持牌机构，做过不少私募股权代币化的项目，不算野路子。

底层资产1:1对应真实股权，认购单价$650，总量94000份，认购总价值6110万刀，4月18号开始认购，21号截止，当天发资产当天就能交易。

你可以觉得$650一份给贵了，可以质疑Republic的估值方法论，但至少这些信息都是公开的，我算得过来账。

然后翻Gate的公告，资产凭证叫SPCX，说是基于"镜像票据"。单价$590，总量33900份，认购总价值2000万刀。

表面上看便宜了$60一份，好像挺有吸引力。但我把公告从头到尾看了两遍，越看越不对劲。

发行方是谁？整篇公告没写。底层有没有真实股权做支撑？没提。受什么机构监管？没说。

我做美股这些年，大大小小的结构化产品、SPV份额、Pre-IPO份额看过不少，发行��体是最基本的信息，没有之一。

你在美股市场随便买一个OTC的东西，招股书第一页就写清楚了发行方是谁、在哪注册、管辖权在哪。这也不是加分项啊，就是一个很基础的披露。Gate的公告里一个字都没有。

你用了"镜像票据"这个很专业的词，那好，镜像的是什么？镜像谁的股权？谁持有这些股权？持有的凭证在哪？这些问题公告里统统没有回答。

一个金融产品如果连"你买的到底是什么"都说不清楚，在美股市场这东西连上架的资格都没有。然后是时间线，这个对比完就更有意思了。

Bitget是认购完当天发资产当天开交易，整个流程三天闭环。Gate是4月22号认购截止，5月6号前才发资产，然后公告写的是"认购后30天内"开放交易。

也就是说你把钱打进去，最快可能也要到5月中下旬才能动，将近一个月。

正常金融产品交割周期拉长，一般就两种情况：一种是底层资产本身流动性差，交割确实需要时间，比如房地产基金、艺术品份额这类。

另一种就是产品还没真正准备好，先把钱收了再说。

SpaceX股权代币化，如果底层资产已经锁定、合规框架已经搭好，没有理由做不到当天交割。

Bitget做到了，同样的赛道同样的标的，你的流程凭什么要多花一个月？

如果底层资产还没有到位，那问题就大了，用户认购的时候，他们买到的是什么？一个承诺？一张白条？先把2000万美金收进来，然后花一个月去市场上找筹码？

当然，我没有在下定论，但这个逻辑怎么想都不太舒服。
还有一个细节，Gate的分配机制写的是"越早认购，分配权重越高"。

这就更离谱了，在一个发行方未知、底层资产未知、监管状态未知的产品面前，冲得最猛、最早掏钱的人，反而能拿到最多份额，而恰恰是在那个���间点，你掌握的信息是最少的。

奖励信息最不充分时的冲动决策，这种机制设计，搁在传统金融圈有个很不好听的名字。做过美股的人应该都懂，我不展开了。

说一下我自己的判断。

Bitget我会继续研究，信息披露到位，链条清晰，该有的都有。$650的定价值不值另说，但至少我知道自己在买什么，出了问题知道找谁，找哪个监管机构。

Gate那的不碰，至少在它把三个最基本的问题回答清楚之前不碰，发行方是谁，底层资产是什么，谁在监管。不是在故意挑刺或者怎么样，这就是底线啊，感觉币圈的兄弟还是过于下沉了。

最后多说两句，SpaceX是好公司，没争议，Pre-IPO在加密圈能火起来也正常，毕竟正规渠道门槛太高，大家都想找个便宜的入口。

但越是这种人人都想上车的时候，越得冷静看细节。

便宜$60块钱的代价，可能是你完全不知道自己买了个���么东西。

[Macro_Lin ｜ 市场观察员 @LinQingV]

https://t.co/Hw1rVcFrs9

[Ivanhoe @Icanhoe]

Trade $HYPE/USDC on @HyperliquidX using my referral code https://t.co/9hGg1Lrt82

[Colossus @colossusmag]

Read the profile:

https://t.co/6r7dyghKhO

[Biteye @BiteyeCN]

https://t.co/7K6VL0owsu

[Haotian | CryptoInsight @tmel0211]

这几天 @cz_binance 和 @star_okx 之间的瓜大家都吃嗨了吧？但作为一个对Crypto行业仍心存些许温热的Holder而言内心却五味杂陈，谈两点感受：

1）CEX当前处境很复杂，可以说是内外交困，不奢求大佬们团结一致，但撕逼大战抢占对方份额的好时候早就过去了。

外部，有纳斯达克、贝莱德、传统银行等华尔街老登打着“Tokenization代币化”的旗号大肆扩张，正在用合规化优势一刀刀且Crypto原生CEX的市场份额，表现在：

美股代币化上链抢的是原先交易所擅长的“定价权”；合规稳定币被立法主流化其实在抢夺交易所的“结算权”；而ETF等主流机构通道则是在抢夺“抽水权”；

内部，有 @HyperliquidX 这样的原生Perp DEX正疯狂抢夺这些交易所原本有的市场份额，衍生品是CEX利润最高的业务，而Hyperliquid的永续合约市场占有率正一步步追赶；

美股、黄金、原油上链这些原本交易所想切入的增量市场，当然，确实都在做了，但相比Hyperliquid表现的成绩，已然知分晓；（所以满屏骂战和站队，在我看来都是给 $HYPE 打广告。）

2）更深层的问题是，CEX早年依傍的财富效应吸引力法则正在失效。

早年这些中心化交易所能在一个崇尚去中心化理念的行业牢牢扼住喉咙，靠的不是所谓信仰和故事预期，而仅仅是“造福效应”，包括，技术创新叙事项目上币定价带来的造富预期，Launchpad/IEO让散户能分到早期筹码的信息差红利，以及平台币回购销毁制造持币升值、挖矿、分红等等预期。

但现在原先CEX用来维护用户粘性的东西慢慢垮掉了。

技术创新叙事凋零，上线的项目越来越同质化，“上线即巅峰、开盘即砸盘、拉盘必有妖”成了标配，散户根本不信了；

Launchpad的信息差红利原先还有CEX之间的用户群体差，VC和做市商之间的博弈差，现在一套Alpha和平台币Holder分红导致这些原本搭台唱戏的做市商，为了活着，成了作恶跟散户抢筹码的吸血鬼，哪还有什么信息差红利？

至于平台币回购销毁的“金铲子”叙事，我就不多说了，交易量的萎缩和下滑，靠生态造嫡系项目的热度支撑本质都是用运营、流量手段来对抗自然失血，最终必然会走向反噬。

以上。

所以你会发现，CEX现在面对的根本不是某一个对手，夸张点说，那个你以为的“对手”，才是将来腹背受敌时唯一能抱团取暖的“伙伴”。

所以，我压根不去看那些“瓜”，那些孰是孰非的舆论战，都是浪费公众资源，污染大众视线，没有半点营养。因为这注定就是一场没有赢家的对掐，撕逼除了给散户吃瓜一点点“娱乐”价值外，只会更加寒了每一个行业Holder们的心，我们真不关心你们谁输谁赢，怕的是整个Crypto赛道会进一步被边缘化，大家都凉凉，无它！！！

[Ruben Hassid @rubenhassid]

https://t.co/s0mNSGPKMB

[Ivanhoe @Icanhoe]

Dynamic means the conditions change. The condition that changed was her access.😂😂😂

[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.

[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.

[看不懂的SOL @DtDt666]

1. 握草，牛逼，有人做出了一款AI，完全读懂看懂K线图交易，胜率93%。

2. 它用45家交易所的120亿条数据训练而成，准确率比所有同类模型高出93%，比特币实时演示免费看。

3. 这款AI名叫Kronos

4. 它是首个专为金融市场打造的开源基础模型，不是把通用AI改去做金融，而是天生就懂K线形态的专业金融AI

5. 别的模型都把金融数据当成气��数据瞎分析，Kronos则是完全按金融数据的逻辑来处理

6. 它能做到这些：- 价格预测：输入K线，就能预判后续走势
- 波动率预测：提前算出资产接下来的波动幅度
- 零样本适配：不用额外调试，任何资产、任何市场、任何周期都能用
- 覆盖45家交易所：币安、纽交所、纳斯达克、伦交所等45家主流平台
- 4种模型大小：400万参数的版本笔记本就能跑，4.99亿参数版精度拉满
- 实时演示已上线：BTC/USDT24小时走势预测，每小时更新

7. 最夸张的是：- 准确率比主流时序模型高93%
- 比顶尖的非预训练基准模型高87%
- 全程零样本，不用调试，拿来就能用

8. 对冲基金花几百万做专属模型，彭博终端一年要2.4万美元

9. 但Kronos在笔记本上就能跑，几行Python代码就能调用，还完全免费

10. 由清华大学研发，入选2026年AAAI人工智能顶会，模型已上架Hugging Face

11. GitHub收获1.16万星标、2400次复刻，采用MIT开源协议

12. 100%开源

[BlockBeats｜We're hiring! @BlockBeatsAsia]

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