Bartman

Bartman in the streets, HODLer in the sheets 💰 | Chasing crypto gains like they're donuts 🍩 | Saving the world, one meme at a time 🤡 | Lambo incoming

[Bartman @bartm0845]

$MSTR purchased 397 $BTC for $45.6 million, at a unit price of $114,771.

[Michael Saylor @saylor]

Strategy has acquired 397 BTC for ~$45.6 million at ~$114,771 per bitcoin and has achieved BTC Yield of 26.1% YTD 2025. As of 11/2/2025, we hodl 641,205 $BTC acquired for ~$47.49 billion at ~$74,057 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/gEuzDaloRb

[Bartman @bartm0845]

The Trump administration agrees to delay for one year the rules that would expand the number of Chinese companies on the Commerce Department's Entity List.

[Phyrex @PhyrexNi]

川普自己评论和习近平会谈后的结果，暂时又回到了蜜月期。目前市场的主要博弈仍然是川普带领的激进派和美联储的保守派直接对于货币政策的分歧，目前保守派一直处于领先。

[Bartman @bartm0845]

For the market, I still stick to my established plan: buy the dips. I've been building up funds for the past two months, just to buy during market downturns. Recent profits will all be converted to USDT, then buy $BTC primarily on dips. Continue dollar-cost averaging.

[Phyrex @PhyrexNi]

今天美债的收益率全线走高，说明市场对于美联储的降息路径重新定义，之前还在认为停止缩表以后就会进入连续的降息路径，现在基本被鲍威尔否定了，长端美债利率上行，投资者开始降低2025年继续降息的预期，接下来应该就看川普的表演了。

尤其是美联储内部除了米兰一个人，竟然没有别人在执行川普强化降息的战略，看看川普会不会有什么反击吧。但我个人觉得这并不会改变美国货币政策向宽松转移的方向。

而且我还是认为美股尤其是科技股占主导的时候和 $BTC 的走势是高度重合的。

本文由 #Bitget ｜ @Bitget_zh 赞助

[Bartman @bartm0845]

UPS is preparing to lay off 34,000 people.

[Phyrex @PhyrexNi]

今天凌晨传出亚马逊与派拉蒙相继启动裁员计划。亚马逊据传（并未100%确认）将裁员约3万人，占员工总数约10%，派拉蒙则已确定首轮裁员约1,000人，并预计后续还可能继续裁员约2,000人，整体占比约16%。

这意味着美国大型企业的就业收缩可能加快，未来失业率数据或开始上升，劳动力市场指标可能明显转弱。积极的一面是，这将增强美联储继续降息的理由，但消极的一面则是经济放缓与企业盈利风险同步上升。

本文由 #Bitget  ｜@Bitget_zh 赞助

[Bartman @bartm0845]

Don't know what data this conclusion was based on

[Kalshi @Kalshi]

JUST IN: Short sellers are on track for their worst year since 2020

[Bartman @bartm0845]

Trump's Truth Social partners with https://t.co/BeIHum6KVP to launch a prediction market platform.

[Bartman @bartm0845]

Trump: The Fed Chairman is either incompetent or a bad person, Powell will be replaced within a few months.

[Bartman @bartm0845]

Came to study with the teachers tonight

[Bartman @bartm0845]

Citi chooses Coinbase for clients to explore stablecoin payments

[Bartman @bartm0845]

Very good sharing tutorial

[Magic cat @magiccat001]

#Polymarket 攻略：比“刷Tx”更重要是什么？@PolymarketTrade

一张图读懂 Polymarket 交互品牌屋策略（从小白到稳健玩家）

卷 Polymarket 交互，你是在“刷数据”还是在“当用户”？🤔

很多人可能在无效内卷。我交互了polymarket1年时间,千万交易额是有的,我花大量时间总结了一套「Polymarket 交互品牌屋」模型(根据营销中品牌屋模型进行的改编)，希望能帮你建立真正的护城河。

核心新发很简单，就九个字：、用心、激情、专注、花时间。(吃、透、做、绝变体)

1、"用心" ❤️
什么叫“用心”？就是别把自己当“科学家”，而是当一个「真实用户」。

Polymarket 不是一个简单的 dApp，它是一个信息密度极高、极其耗时的预测新市场。

回想一下你第一次用链上钱包的感觉,对于Polymarket 你一定要去小额试试水，去看看 NBA球队预测、足球预测、Crypto 涨跌预测、美联储加息预测，去 体验 每一个功能。

用心交互的第一步，就是扮演一个充满好奇的真实玩家，而不是一个麻木的刷子。

还有一定要去试 去试 去试,在岸上试学不会游泳的

另外第一篇文章情趣用品模型出来后,很多人问我单笔刷多少好,想象一下你是一个真实用户呀,你在交易所买币的时候有思考过单笔买多少吗,一定是随机买呀,有多有少,多多益善

2/ "激情与专注" 🔥
对于这种新市场,除非你是天才,否则不可能靠看一篇文章就能学会了.

没有「激情」，你很难在这种高强度的关注中坚持下来； 没有「专注」，你也很难交互大量的polymarket账号,因为这个一个账号真的非常费时间

如果你准备开始、或者已经开始,那吗你需要全身心投入polymarket的马拉松交互中。

我记得看一篇文章,一个大哥 交互300个arb账号,一波行情放弃所有机会,只专注arb,一波直接a8,而你我的朋友

另外关于@cishanjia总结的成功之路也是吃、透做、绝,面对这么复杂的一个市场,不专注 你很难成功

3、"花时间"🧐
当你“用心”体验了所有板块后，才真正到了「花时间」的阶段。
顺序搞反了，事倍功半。
不要一上来就猛冲交易额。先花大量时间去研究市场、理解赔率、分析热门事件，然后，再根据你的研究去大规模参与。
从“体验”到“精通”，这个时间成本，才是你最大的壁垒。

今天想当打新王、明天想当402p小将、后天想当合约交易员 ,不好意思朋友 你可能哪件事都做不好
不是每一个人都是@0xSunNFT

4、以上你可能认为我说的是废话,其实有很多小伙伴的问题的答案就藏在上面

单笔交互多少交易额,必须500以上吗 (想象自己是一个真人用户)

如何提供流动性 (激情专注 体验 merge、 split功能)

我的「品牌屋模型」核心，就是从一个真实、激情、用心的用户画像出发，通过花时间深度研究，最终建立自己的交互壁垒。如果你做好了准备,最好的参与polymarket时间是去年,其次是现在

附上我的完整模型图（见下图），欢迎大家点赞、收藏、或者留下你的问题,我会在下一期推文中或者留言中进行回复

最后的最后
感谢@Trader_S18 教我写文章
感谢@cishanjia 的吃透做绝 四字绝学
感谢 @KuiGas 的kui社区,这次的内容第一次完整分享是在社区中
感谢b哥、@0xbiubiubiu一直以来的支持

最后必须强调（免责声明）：

本模型仅为个人交互思路分享，非任何投资建议。 Polymarket 市场凶险，风险极高，请大家务必 DYOR，为自己的资金负责！

[Bartman @bartm0845]

Trump's TACO has been verified once again this time.

[*Walter Bloomberg @DeItaone]

RAYMOND JAMES EXPECTS DE-ESCALATION FROM TRUMP-XI MEETING

Raymond James strategist Ed Mills expects de-escalatory outcomes from this week’s meeting between President Trump and President Xi in Busan, seeing recent tensions as leverage, not escalation.

Mills said recent U.S.–China talks were positive, raising hopes for tariff suspensions and easing of trade and tech restrictions, including potential relief on rare earths and semiconductor exports.

He noted progress will likely come through incremental easing, not major deals — for example, reducing the 20% fentanyl tariff or resuming U.S. soybean purchases.

Raymond James also flagged risks tied to Trump’s new 10% tariff on Canada, the Mexico tariff pause, and China’s support for Russia’s war in Ukraine.

[Bartman @bartm0845]

$MSTR continues to buy $BTC

[Michael Saylor @saylor]

Strategy has acquired 390 BTC for ~$43.4 million at ~$111,053 per bitcoin and has achieved BTC Yield of 26.0% YTD 2025. As of 10/26/2025, we hodl 640,808 $BTC acquired for ~$47.44 billion at ~$74,032 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/1d4Pmv8ub2

[Bartman @bartm0845]

One $ETH = One ounce of gold

[Bartman @bartm0845]

Trump: I think we can reach a deal with China and will visit China before early next year.

[Bartman @bartm0845]

Hassett: There's no evidence showing tariffs are causing inflation, Trump and Xi Jinping are good friends, we're frustrated with certain Chinese actions, there's been some easing in relations with China in recent days. Let's wait and see regarding US-China trade.

[Phyrex @PhyrexNi]

特朗普：我觉得我们在与习近平的会面中会有很好的结果。

[Bartman @bartm0845]

Kalshi data shows the market expects the Fed to cut rates 3 times in 2025.
September already had one rate cut, with two remaining, in October and December respectively.

This article is sponsored by #Bitget | @Bitget_zh

[Phyrex @PhyrexNi]

CPI的数据整体都不错，不论是广义通胀还是核心通胀都是低于预期，而且除了广义通胀意外都低于前值，说明关税对于通胀的影响并不高。这利于美联储的降息，好事，可惜没有工资的数据。

本文由 #Bitget  ｜@Bitget_zh 赞助

[Bartman @bartm0845]

JPMorgan Chase will allow institutional clients to use $BTC and $ETH as collateral.

[Bartman @bartm0845]

Those who accompanied DA through every step, each one wasn't easy, especially the listing process. Though difficult, it was all the result of team effort. Excellent projects won't be buried.

[Bartman @bartm0845]

https://t.co/FcjLT80HFP

[Bartman @bartm0845]

Trump: The US will impose 100% tariffs on China starting November 1st
Trump: The US takes tariff action based on China's export controls

This is the reason!

[Phyrex @PhyrexNi]

五倍杠杆都会被清算，而且部分交易所已经被卡到崩溃了，就是要补仓或者开单都做不到。原因仍然是来自于川普。