Johnny

I have ADHD. Will DM for free food.

[Johnny @Johnny_adhd]

Johnny's progress report since called on CT

- $M +711%
- $IMF +155%
- $pengu +115%
- $TIG +72%
- #1inch +67%
- $TAG 61%
- $JOE 47%

These are plays you can size up on, real shots at making genny wealth.
Not some random micro-cap trash to farm exit liquidity — these are solid plays with real upside

[Johnny @Johnny_adhd]

看好并持续买入300376 易事特：

1. 800伏直流电产品收益者；
2. 低价小盘，类似土狗Meme股，易被炒作；
3. 期待下半年依靠该产品扭亏为盈，则市场将重新定价；

Bullish on 300376 (EAST) and continuing to accumulate.

Thesis:

A direct beneficiary of the 800V DC power infrastructure trend.
Low-priced, small-cap profile — almost like a micro-cap meme coin, making it highly tradable when sentiment kicks in.
If the new product line helps the company return to profitability in H2, I expect the market to reprice it accordingly.

[Serenity @aleabitoreddit]

$NVDA and $GOOGL lead 800V DC ahead of schedule.

"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .

- Delta Electronics (2308), $VRT
- Song Chuan Precision (7788)
- Schneider Electric, Eaton, Siemens.

All flagged as beneficiaries.

"Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology"

Source: Commercial Times

The power semi trade should be happy to hear this.

[Johnny @Johnny_adhd]

One look at $STG’s top 10 holders on Etherscan and you’d never short a $600M FDV token.

[Johnny @Johnny_adhd]

@thedefivillain Because the capital behind $BCH has fully pivoted to AI.

[Johnny @Johnny_adhd]

关注 688017 绿的谐波；

全天低位徘徊，从高点下跌超15%，耐心等待游资撤离。

开始挂单买入562500机器人ETF。

688017 (Leader Harmonic Drive) spent the entire session grinding near the lows, now down more than 15% from its peak.

Patiently waiting for the hot money to fully rotate out.

Started placing bids on 562500 Robotics ETF.

[Johnny @Johnny_adhd]

卖出688017 绿的谐波。

中国股市是政策和监管为主导的交易市场，如果无法持续涨停封板，游资很容易因监管压力顺势获利了结。

考虑将利润逢低买入562500 机器人ETF。

Sold 688017 (Leader Harmonious Drive).

China’s equity market is fundamentally policy- and regulation-driven. Once a stock can no longer maintain consecutive limit-ups with strong sealing, hot money tends to lock in profits quickly as regulatory pressure builds.

Planning to rotate the gains into 562500 (Robotics ETF) on dips.

[Johnny @Johnny_adhd]

See you on the other side.

Polyliquid

[Johnny @Johnny_adhd]

买入 562500 机器人 ETF 的逻辑：

1.机器人指数已突破前高，有望复制半导体板块的长牛行情；
2.宇树科技（拟上市）、智元机器人、遨博智能等头部公司陆续推进上市，市场主线有望进一步向机器人聚焦；
3.A股至今尚未诞生真正意义上的万亿市值机器人龙头，行业成长空间依然巨大；
4.2026 年央视春晚首次推出机器人专属节目，在我看来，这不仅是科技展示，更体现了国家层面对机器人产业发展的重视。

Thesis for buying the Robotics ETF (562500):

1.The robotics index has already broken above its previous high and could be entering a long-term secular bull market similar to semiconductors.
2.Leading companies such as @UnitreeRobotics (expected IPO), @AGIBOTofficial, and Aubo Robotics are moving toward public listings, reinforcing robotics as the market’s primary narrative.
3.China has yet to produce a true RMB 1 trillion robotics leader. The industry’s upside remains enormous.
4.The 2026 CCTV Spring Festival Gala introduced its first dedicated robotics performance. To me, this wasn’t just a technology showcase—it reflects growing national-level support for the development of the robotics industry.

[Serenity @aleabitoreddit]

我怎么有种奇怪的感觉…

我的中国粉丝是不是都在等我喊新票啊 lol？

我看好的标的（比如 688017 绿的谐波）通常都是做长线，可不是只拿几天就走！

不过，这周我确实会再去挖几个新机会研究一下。

[Johnny @Johnny_adhd]

卖出688017 绿的谐波。

中国股市是政策和监管为主导的交易市场，如果无法持续涨停封板，游资很容易因监管压力顺势获利了结。

考虑将利润逢低买入562500 机器人ETF。

Sold 688017 (Leader Harmonious Drive).

China’s equity market is fundamentally policy- and regulation-driven. Once a stock can no longer maintain consecutive limit-ups with strong sealing, hot money tends to lock in profits quickly as regulatory pressure builds.

Planning to rotate the gains into 562500 (Robotics ETF) on dips.

[Serenity @aleabitoreddit]

我怎么有种奇怪的感觉…

我的中国粉丝是不是都在等我喊新票啊 lol？

我看好的标的（比如 688017 绿的谐波）通常都是做长线，可不是只拿几天就走！

不过，这周我确实会再去挖几个新机会研究一下。

[Johnny @Johnny_adhd]

Quite a week.

$BTC lost $60k.
$ZEC nuked over 60%.
Potential inflation bug.
Everyone was losing their minds.

I’ve traded and held $ZEC for over a year now, and honestly, during the crash I had zero trade ideas to share. Too much noise, too much uncertainty. Long or short felt like baccarat.

A few thoughts after letting the dust settle:

1. Orchard flows don’t support the doom scenario.

Roughly 250k ZEC ($100M+) left Orchard during the panic.

If someone had actually exploited the bug at scale, I’d expect way more ZEC exiting the shielded pool and heading to exchanges.

We simply didn’t see that.

2. This looked far more like a derivatives event than a spot event.

Over $15B traded on perps.

Spot volume? Around $1.8B.

That’s not what massive organic distribution looks like.

The people closest to the situation would’ve known before anyone else. If they expected a huge wave of selling, they would’ve prepared inventory, liquidity, and MM operations accordingly.

My base case remains that this move was heavily amplified through derivatives.

And ironically, that may have increased concentration while generating significant profits for market makers.

3. ZEC/BTC still matters.

For the last year, ZEC has been one of the strongest BTC-ratio performers in the market.

That’s been my north star.

Even after the crash, I don’t see convincing evidence that trend is over.

That’s why I’m comfortable holding through the July upgrade.

As for whether it’s still a buy:

I think July will answer a lot of questions.

But from where I sit, the core thesis hasn’t changed.

If anything, the speed of the response from the Zcash devs increased my conviction.

Maybe I’m wrong.

Maybe I’m early.

But I’m still betting on privacy.

$1000 ZEC remains the target.

[Serenity @aleabitoreddit]

I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis!

On the article:

“A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?”

Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up.

Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM.

But I don’t control any near term volatility, especially with macro climates.

I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework.

As well as the recent support from the Chinese community.

[Johnny @Johnny_adhd]

2 hours.

Find a STAR Market account.

Fund it.

Execute.

[Johnny @Johnny_adhd]

okr

[Johnny @Johnny_adhd]

okr

[Serenity @aleabitoreddit]

专门写给我的中文读者：

绿的谐波（LeaderDrive，688017，577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。

他们的业务涵盖：

谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户）

人形机器人旋转关节减速器

直线执行器

电机/关节，以及许多其他核心零部件。

并且他们正在进军行星滚柱丝杠（planetary roller screws）领域。

目前占据着绝对的主导地位：超过60%的国内市场份额以及1800多家全球客户。

主要客户包括优傲机器人（Universal Robots）、优必选（UBTech）、智元机器人（Agibot），而特斯拉（Tesla）、Figure 以及绝大多数其他人形机器人研发商都很可能是他们的潜在客户。

如果你看一下这些零部件的 BOM（物料清单），粗略估计它们占到了每台研发出的人形机器人的 4-15%，随着他们进军更多细分领域，这个比例可能还会更高。

我认为没有人能对这类公司进行精确的财务建模，其前景更多取决于未来几年内会有多少人形机器人实现量产。

这其实是对一家能够在每台生产出的人形机器人中占据可观份额的公司，进行的一种方向性做多（directional long）。

在可扩展的规模化量产方面，中国显然是该领域的领导者，许多西方玩家无法将成本降到绿的谐波那样的水平。

随着我们向实体人工智能（physical AI）的规模化迈进，我极其看好机器人这个赛道。

[Johnny @Johnny_adhd]

yap $KAITO

[Kaito AI 🌊 @KaitoAI]

Soon

[Johnny @Johnny_adhd]

Wake me up when $Zec is $1000

[Johnny @Johnny_adhd]

$52 isn’t enough. Add $56 and $60.

hyperliquid:native

@Polymarket @mustafap0ly

[Johnny @Johnny_adhd]

Had Fogo de Chao for breakfast zcash:native

[Johnny @Johnny_adhd]

For @aave .
For DeFi.
For @ethereum.

[DeFi United Fund @definunited]

We are now live with the re-deployed contract for $DU:

0x66040a0905c69e69b12023893d5e43e53b7d9549

https://t.co/D4K8n0vHKu

[Johnny @Johnny_adhd]

One of the most meaningful listings in years — big win for privacy.🫡

[Robinhood @RobinhoodApp]

$ZEC is now available to trade on Robinhood Crypto, including NY.

[Johnny @Johnny_adhd]

Time to revisit the L2 scaling narrative.

[Johnny @Johnny_adhd]

Code is law — but your money on Arbitrum isn’t really yours

[Arbitrum @arbitrum]

The Arbitrum Security Council has taken emergency action to freeze the 30,766 ETH being held in the address on Arbitrum One that is connected to the KelpDAO exploit. The Security Council acted with input from law enforcement as to the exploiter’s identity, and, at all times, weighed its commitment to the security and integrity of the Arbitrum community without impacting any Arbitrum users or applications.

After significant technical diligence and deliberation, the Security Council identified and executed a technical approach to move funds to safety without affecting any other chain state or Arbitrum users.

As of April 20 11:26pm ET the funds have been successfully transferred to an intermediary frozen wallet. They are no longer accessible to the address that originally held the funds, and can only be moved by further action by Arbitrum governance, which will be coordinated with relevant parties.

[Johnny @Johnny_adhd]

lock in and print