BitAres

Building a Trading Agent @useMoonAgent
币安聪明钱顶级交易员｜带过一个项目从 0 做到 80 万用户
2019 年入圈，现在把交易逻辑教给 AI

[BitAres @bitares]

做了很久，也踩了很多坑，Moon Holdings 终于正式和大家见面了。

它还在 Beta，但已经开始成为我真正想要的那个产品：让交易想法不只停留在想法，而是可以被 AI 持续分析、盯盘和执行。

欢迎试用，也欢迎狠狠提意见。

[Moon Holdings @useMoonAgent]

Your trading ideas shouldn’t disappear when you leave the screen.

Meet Moon Holdings — an AI-native desktop

workspace that helps you turn natural-language ideas into market analysis, strategies, monitoring tasks, and executable workflows.

Moon Desktop is now in Beta. 🌕

[BitAres @bitares]

@justinsuntron @worldlibertyfi 以后确实得跟着孙哥投资，出了事他会维权

[BitAres @bitares]

@coolish 翻译人话：逃离大A，拥抱BTC

[BitAres @bitares]

真的有点忍不住想抄 $INTC 了

[BitAres @bitares]

@thecryptoskanda @gokunocool 你的经历是真的夯爆了

[BitAres @bitares]

@gokunocool @thecryptoskanda 看完了，好有意思

[BitAres @bitares]

我觉得短期内，尤其是在特朗普任期内或者确定下台前不会跌破，历史不会一直开倒车，世界永远在发展，加密的未来始终长期向好，保持乐观主义。

[BitAres @bitares]

回顾一下 $BTC 红圈位置的这8个月发生了什么，横盘结束后为什么大涨，你们觉得这个支撑位会跌破吗？

-------------------------------------------------------

2024年3月至10月，比特币在创下新高后反��震荡。直到11月美国大选结果逐渐明朗，价格才向上突破，当月上涨约37%。这轮行情的转折，主要来自政策预期和资金需求的共同变化。

年初，现货ETF获批带来了新的资金渠道，推动比特币突破上一轮历史高点。但上涨同时也吸引了长期持币者兑现利润。随后，德国出售扣押比特币、门头沟启动赔付，又增加了市场对存量筹码流出的担忧。这些供给压力，需要时间和买盘承接。

4月减半减少了新币发行，却不会让已有持币人停止卖出。这解释了为什么减半之后，价格仍然可以震荡数月。到了9月，美联储降息50个基点，利率环境开始边际转松，为后续风险偏好的��复提供了条件。

11月大选带来了更直接的变化。特朗普此前支持加密产业的竞选主张，被市场赋予了更高的兑现概率。投资者开始重新评估未来的监管环境和行业发展空间。11月6日亚洲交易时段，比特币突破3月高点，行情与大选进展高度同步。当时价格反映的，主要是对未来政策的预期。

资金流进一步支持了这轮上涨。按Farside逐日数据加总，美国现货比特币ETF在10月净流入约53.5亿美元，11月净流入约64.7亿美元。买盘在突破之前已经增强，大选结果又强化了资金参与的意愿。

从时间顺序和资金数据看，减半和降息构成了背景条件，大选是11月突破的重要催化，持续新增的买盘则支撑了后续上涨。

[BitAres @bitares]

@heyibinance @thankUcrypto 加油币安

[BitAres @bitares]

1/ 翻了下上一次2019年币安被盗那周的行情，挺有意思。

当时丢了7000个BTC，约4000万美元。消息出来先跌，结果那周BTC涨了20.3%，ETH涨14.6%。

2/ 昨天这次是63亿美元，金额是当年的150多倍，体感却没到“行业要完了”。

市场更关心的是：还有没有连环黑天鹅，余震要持续多久。

我会持续跟踪进展

[BitAres @bitares]

币安这次被盗63亿美元，数字蛮吓人的，但气氛确实不像FTX、LUNA那会儿感觉行业要没了。

想了想，大家现在还相信，这个窟窿币安���自己填。

2022年最可怕的是，今天一家停提，明天另一家倒下。钱被挪用，机构互相欠债，没人知道下一颗雷埋在哪。你以为自己没碰出事的平台，绕了一圈，可能还是有你的钱。

这次按盗损金额已经是最高档，按目前看到的后果，还没到那个程度。

但币安说全赔，终归要拿结果说话。冻结不等于追回，账户里的余额也得是实际能提走的币。

我更关心恢复提现后的几天。用户能持续、正常地把钱拿走，才算过关。现在的平静，多少是在提前相信币安能做到。

[BitAres @bitares]

@qingli286193151 还在继续

[BitAres @bitares]

追了下币安这次疑似被盗的几个钱包，19.55万枚 ETH 已经被转到新地址。

Tether 和 Circle 冻结了部分资金，但主收款地址被拉黑后，竟然还有钱转进来。

最后到底损失多少，现在还说不准。冻结的钱也不等于已经拿回来了。

我把资金去向和时间线放在图里，大家可以顺着看。👇
（截至10月30日，北京时间 06:32）

[BitAres @bitares]

@thankUcrypto https://t.co/IbG00NOFrv

[BitAres @bitares]

追了下币安这次疑似被盗的几个钱包，19.55万枚 ETH 已经被转到新地址。

Tether 和 Circle 冻结了部分资金，但主收款地址被拉黑后，竟然还有钱转进来。

最后到底损失多少，现在还说不准。冻结的钱也不等于已经拿回来了。

我把资金去向和时间线放在图里，大家可以顺着看。👇
（截至10月30日，北京时间 06:32）

[BitAres @bitares]

@heyibinance @worldlibertyfi https://t.co/IbG00NOFrv

[BitAres @bitares]

追了下币安这次疑似被盗的几个钱包，19.55万枚 ETH 已经被转到新地址。

Tether 和 Circle 冻结了部分资金，但主收款地址被拉黑后，竟然还有钱转进来。

最后到底损失多少，现在还说不准。冻结的钱也不等于已经拿回来了。

我把资金去向和时间线放在图里，大家可以顺着看。👇
（截至10月30日，北京时间 06:32）

[BitAres @bitares]

@paoloardoino https://t.co/IbG00NOFrv

[BitAres @bitares]

追了下币安这次疑似被盗的几个钱包，19.55万枚 ETH 已经被转到新地址。

Tether 和 Circle 冻结了部分资金，但主收款地址被拉黑后，竟然还有钱转进来。

最后到底损失多少，现在还说不准。冻结的钱也不等于已经拿回来了。

我把资金去向和时间线放在图里，大家可以顺着看。👇
（截至10月30日，北京时间 06:32）

[BitAres @bitares]

@cz_binance https://t.co/IbG00NOFrv

[BitAres @bitares]

追了下币安这次疑似被盗的几个钱包，19.55万枚 ETH 已经被转到新地址。

Tether 和 Circle 冻结了部分资金，但主收款地址被拉黑后，竟然还有钱转进来。

最后到底损失多少，现在还说不准。冻结的钱也不等于已经拿回来了。

我把资金去向和时间线放在图里，大家可以顺着看。👇
（截至10月30日，北京时间 06:32）

[BitAres @bitares]

@0xAstra @otzgary 只能每个月花500刀守住智能底线了🥲

[BitAres @bitares]

@0xAstra 特斯拉发布飞车那天，我也是重仓做多，然后被狠狠挨打了😅

[BitAres @bitares]

Anthropic收购了一家OPC一人公司 @Prof_Oak_ ，如果你也打算做OPC，这篇推文绝对值得你学习

[Professor Oak @Prof_Oak_]

Surprise 1: Anthropic acquired a one-person biotech
.
.
.
Surprise 2: that person is me
Surprise 3: I’m here to tell you all about it

Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post

…and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline

-------
Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere.

The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases.

Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat.

In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally.

Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants).

In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model.

From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team.

Why join Anthropic? Three reasons.
(1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work.

(2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter.

(3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing.

Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit.

Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest).

Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI.

Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have.

It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way.

But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember...

Gotta Cure 'Em All

[BitAres @bitares]

感觉大的要来了

[Moon Holdings @useMoonAgent]

ETH-USDT · OKX · 5m

ethereum:native 5m: post-impulse range 2355–2368, neutral
Trading range · Forming
Support 2355.00 · Resistance 2368.00 · Resistance 2391.94
What to watch: 5m close above 2368 that holds on retest
https://t.co/NYRrXrbDIj