Zhu Su

🇨🇳🇸🇬

[Zhu Su @zhusu]

Solana supper

[Zhu Su @zhusu]

Roblox’s moat is cultural and very difficult to displace.

[Zhu Su @zhusu]

Prob not a bad time and level to enter $RBLX. It is getting to levels that an ai firm would just buy it out for the install base and data.

[Zhu Su @zhusu]

Probably what’s gonna happen now is patient capital absorbs sub 60k and then prints strc back to 90, classic tail wag dog spot.

[Zhu Su @zhusu]

Solana summer

[Zhu Su @zhusu]

Saylor almost doesn’t need to do anything except have STRC cycle from weaker to stronger hands. He also should signal that in a dividend pause situation that STRC is somehow redeemable for underlying BTC.

[Zhu Su @zhusu]

I think Malay / Chinese and Indo / Chinese intermarriage rates would be probably triple what they are now if adult circumcision of the Chinese male wasn’t expected from more well-to-do Muslim families. Have a Chindo friend who did adult circumcision to marry a Malay Muslim and then wedding ended up cancelled. He later married a different Muslim as he was already snipped anyway.

[Zhu Su @zhusu]

Bnb, okb, and leo have all outperformed btc since 2019 now.

[Zhu Su @zhusu]

Generally speaking just focus on not being forced to sell the bottom, as opposed to trying to time the bottom.

Also, bottoms occur when selling is exhausted, not when people are buying aggressively.

Take care everyone.

[Zhu Su @zhusu]

North Korea is the actual Switzerland of the east.

[DaiWW @BeijingDai]

While everyone else came to Beijing to meet with Xi, Xi will go to North Korea to meet Kim.

Kim Jong-un, in my impression, is the only player in the past decade to force China into a concession in major-power geopolitical games. By bringing North Korea and the United States close to a deal during Trump's first term, Kim created strategic pressure on China, ultimately compelling China to effectively accept North Korea's status as a nuclear power — even though China still verbally insists on the "denuclearization of the Korean Peninsula." Now, Kim is once again leveraging the North Korea-Russia alliance, and even the sacrifice of thousands of North Korean soldiers fighting for Russia, to force China to pay serious attention to Pyongyang.

Many small countries, for example Vietnam, try to balance between major powers to maximize their own interests, but I believe North Korea is the only one that has truly succeeded. Compared to Kim Jong-un's wisdom and decisiveness, most of the so-called democratic leaders in today's world aren't even fit to tie his shoes.

[Zhu Su @zhusu]

If you’re in AI, pivot to biomechanics.

[Zhu Su @zhusu]

(hype, lit) will continue to benefit from the persistent rotation from nonproductive to productive crypto.

I think of the majors, only eth is really investible, but barely so.

[Zhu Su @zhusu]

Now that reasoning by analogy is allowed, for the incoming new cycle:

eth -> performs like btc last cycle
sol -> performs like eth last cycle
hype -> performs like sol last cycle
lit -> performs like sui last cycle

[Zhu Su @zhusu]

Taiwan stock market is bigger than India now.

[Zhu Su @zhusu]

Enhanced Games might be the most effective “don’t do drugs” campaign ever.

[Zhu Su @zhusu]

I feel like a human taxi is still better than a robotaxi because a human can tell you that the restaurant you picked is a tourist trap or you can ask him about local politics and sports. It is kind of the last bastion of civilisation when you really think about it.

[Zhu Su @zhusu]

Fun fact about Zhongnanhai that maga should love is that the only recent American presidents to have not been allowed to visit it are Bill Clinton and Joe Biden.

[Zhu Su @zhusu]

The reason why Trump is insanely popular in Beijing specifically is because the air quality becomes Swiss-like for a month going into each time he comes.

[Zhu Su @zhusu]

Hangul is the most sublime form of writing system ever invented. Imagine otherwise memorising thousands of pictographs like an ancient Sumerian. Or imagine having to memorise the pronunciation of words instead of just knowing from the written form.

Absolute disgrace that the Foreign Service Institute in the US thinks Korean is the hardest language, while random European girls are learning it in six months from watching kdrama and kpop.

[Zhu Su @zhusu]

Skateboarding scene is now insanely poor kids from inner cities in the west and insanely wealthy kids from inner cities in china and japan.

[Zhu Su @zhusu]

(EWY, EWT) is probably the macro trade of the next couple years.

[Zhu Su @zhusu]

The biggest bull case for Beijing real estate at this point is Koreans need to buy villas for their kids to live in while studying there.