cocoa☕️

I love sunny days. I want to cherish everyday life and love myself for living it to the fullest. 😉

[cocoa☕️ @Mariassllyo]

I dug out some old photos of me; it was my first time doing live-fire shooting.

[cocoa☕️ @Mariassllyo]

Don't speak too definitively, and don't do things too absolutely. Leaving room for others is also leaving yourself a way out.

[Financial Times @FT]

Singapore Airlines loses about S$1bn on Air India bet — with more pain forecast https://t.co/2v0L2pK8XS

[cocoa☕️ @Mariassllyo]

Country and country differ in development all because of political and economic system one, don't talk cock about culture, weather, geography or blur cock don't know what best practice.

[The Nobel Prize @NobelPrize]

"Academia is a marathon, it's not a sprint."

Economist James Robinson on being ambitious - hear his advice to young researchers.

#NobelPrize

[cocoa☕️ @Mariassllyo]

Go and walk walk, angin around.

[cocoa☕️ @Mariassllyo]

Now standard standard price go up alr, but still got cheap and good breakfast leh.
The coffee is good, not watery or tasteless one!

[cocoa☕️ @Mariassllyo]

So wasted, such a young life gone just like that, really totally devoid of conscience hor.

[Mothership @MothershipSG]

Mum in Vietnam, 45, fatally drowns son, 5, in bucket to claim over S$192,000 in insurance, gets life sentence https://t.co/1YBwYzU4SG

[cocoa☕️ @Mariassllyo]

First happy thing every day must use the big-eye toothbrush cup hor!

[cocoa☕️ @Mariassllyo]

So suay, really sad news leh.

[The Straits Times @straits_times]

Firefighting helicopter crashes near wildfire in US, killing two on board https://t.co/49tJ5hKUD3

[cocoa☕️ @Mariassllyo]

Riding with a clear mind—feeling so free and at ease.

[cocoa☕️ @Mariassllyo]

Take a stroll and get some fresh air.

[cocoa☕️ @Mariassllyo]

How would you rate today's sunrise?

[摩西伏魔- 【DOGE】 @fenyikeji]

吉姆·克莱默刚刚在CNBC直播中说：

“我要卖掉我所有的比特币。绝对是。”

他说量子计算可能在3-4年内破解加密货币

这是最好的底部信号！！

[危机投资实验室 @Davidininin]

@dajingou1 的这篇推文，可以说是把当下宏观经济最隐秘的底层骨架拆透了：金融抑制（Financial Repression）与债务置换的生死共生。
这不是经济学常识失效，而是监管在“不可能三角”中做出的极其精准的取舍。
梳理一下核心逻辑与推文没说透的 3 个深度盲点 👇

1️⃣ 金融抑制的两只手
一手压价格（存款利率 <1%）：大幅降低全社会无风险利率，把债务利息成本从 7-8% 置换到 2-3%。

一手控数量（严查汇款/封离岸通道）：筑起“资金围墙”。一旦钱跑去套利高息美元，境内流动性被抽干、利率反弹，低息化债的链条就会当场断裂。

本质：储户拿 1% 的利息，实际上是在用购买力隐性补贴庞大的化债成本，以“时间换空间”。
2️⃣ 补充推文未尽的 3 个深度盲点
盲点一：
墙内“资产荒”的剧烈暴动 钱被关在 1% 的房间里不会静止，它必然疯狂抢购确定性收益。这就解释了为什么超长期国债走牛、红利/高股息（央国企、公用事业）被持续重估，以及黄金等硬资产需求激增。

盲点二：
“存量结汇盘”推高人民币 1.2 万亿贸易顺差下，此前大量出口利润留存海外赚取高息。随着美联储降息预期升温，这笔庞大的美元存量砸盘结汇，才被动推高了人民币对美元的汇率。

盲点三：
对比日本的硬伤 日本 90 年代后开放了资本账户，利用低利率在全球构建了庞大的“海外日本”资产；而严管控下，墙内流动性的挤压与内卷会远比当年日本更剧烈。

💡 总结与策略：
“低利率 + 严管制 + 缓慢化债”将是长期常态。
放弃幻想：不再对“无风险高收益”抱有执念。
防守端：拥抱提供确定性现金流的标的（高股息红利资产 / 超长端国债）。
进攻端：在合规框架内，寻找抗通缩硬资产与全球化跨区域配置通道。
#宏观经济 #人民币汇率 #降息 #化债 #资产配置 #红利资产

[华尔街没有名字 @WallStreet0Name]

马斯克喊单spcx了，信一次
spcx周三财报，今明两天低吸spcx

赌一把回ipo价格，135。

[大姨妈在香港 @yimahk]

https://t.co/5YIlZff91j

[吴说区块链 @wublockchain12]

据 @EmberCN 监测，两个疑似 a16z 关联地址约 8 小时前将 97.9 万枚 HYPE 转入 Hyperliquid 并完成质押，价值约 5,353 万美元。https://t.co/mDvQc2Gpxc

[CZ 🔶 BNB @cz_binance]

Read my book, Freedom of Money. From my childhood to founding Binance, challenges we faced, wandering the Earth, stories (from my perspective) about Luna/UST, FTX/SBF, dealing with US DOJ, SEC, going through jail (as the only person in US history to ever go to jail for a single violation of BSA), then full and unconditional pardon, and more...

Audiobook: https://t.co/Ow76tim5G4

English: https://t.co/UxgYxYJ3NF
Chinese: https://t.co/ItFd8FEyuK

All proceeds go to Charity.

First IRL book signing event in Dubai soon. Due to limited physical books available, will make the first event a small one.

[Wu Blockchain @WuBlockchain]

DEX Spot Volume Reaches Record 24% of CEX Volume, Highest Since Tracking Began in 2019

According to The Block, citing DefiLlama data, DEX spot trading volume rose to about 24% of CEX volume in July 2026, the highest level since the series began in 2019. The ratio stayed below 10% for most of 2024, accelerated in 2025 and remained mostly between 18% and 21% in 2026 before setting a new record in July.