不割杰克猫

trencher player / nfa

[Ansem @blknoiz06]

disagree, crypto is just going through a maturation phase

stablecoins, perps, & tokenization as themes will continue to proliferate throughout the global economy, and there will be many successful crypto startups that do well

hyperliquid is just the first of many startups that has done a great job of illustrating how open blockchains & tokenization of a business can be a dominant combination

current issues with sentiment around crypto are due to the largest coins not doing well, BTC went from $0.01 to $100k per coin in less than two decades, it very successfully achieved it's goal of maintaining value against the dollar as USD continuously lost its value, present day problems with the ponzification of bitcoin due to saylor's shenanigans is a temporary thing, i dont think you see btc trend aggressively again until that situation is resolved, also quantum concerns are real, those two things along with exit liquidity from institutions were strong reasons for BTC OGs to derisk into excess liquidity as we've seen examples of with that large galaxy otc sale they facilitated ($9B sale in 2025 for one entity), there are many individuals like that who are up infinite

but bitcoin underperforming for a few years after outperforming every other asset on earth for over a decade does not mean crypto is dead, thats silly

ethereum also is suffering for its own individual reasons, i feel like ive talked about this enough on here but yes its been outcompeted by new entrants & has not done a good job of making eth a great asset to hold, every L1 is struggling on the demand side because historically the story around these tokens was future growth & not real revenues, but now that hyperliquid has demonstrably shown that you can connect a business directly to the L1 token the previous L1s are struggling bc they dont capture enough revenues from the apps that use their infra, eth has it even worse bc it also outsources execution activity to rollups

but this also does not mean there cannot be more successful crypto startups

there is a very clear trend of regulation improving for crypto in general, which will make it much easier for entrepreneurs to build businesses that use crypto, it is also clear that existing tech companies are acknowledging the advantages of using blockchains as we've seen with robinhood, stripe/tempo, & others

AI has taken a lot of the mindshare away from crypto as tech stocks have been much better trades since the bottom in 2022, id say it would be extremely foolish to not be splitting time between stocks & crypto as a trader, before it made sense to be overexposed to crypto if you were willing to take on the risk as it was a new industry that experienced supernormal returns as it became more mainstream

three underdiscussed tailwinds for crypto as AI models become exponentially better over the next few years

1) open source AI will become a lot more competitive with closed source AI
2) it will become more easier for smaller teams to build successful startups using software
3) stablecoins & blockchains are much better rails for AI agents to transact on

combination of these trends means that it's likely that you see more crypto experimentation w/ tokens not less, especially as regulatory environment improves *and* retail speculation becomes a megatrend

[不割杰克猫 @bxjacky]

@blknoiz06 @sayinshallah 100

[不割杰克猫 @bxjacky]

$HYPE 你觉得是黄金坑吗？🤔

[不割杰克猫 @bxjacky]

$BTC 连续跌了一周，价格回升，正常反弹。在上周末基本止盈前面的空单，目前 $62-63K 不考虑再做空，往上走到 $65 附近可以再看情况。往下越往 $55K 附近走的话可以布局现货，Buy the dip。越跌越买，大跌大买。

[链屿 @CHAINISLE_ZH]

https://t.co/2GrM0ISEbm

[不割杰克猫 @bxjacky]

@GracyBitget 买入 $BTC 下一代会感谢你的

[不割杰克猫 @bxjacky]

@wolfyxbt 老師山寨季呢

[不割杰克猫 @bxjacky]

@wolfyxbt 老師沒毛

[不割杰克猫 @bxjacky]

$BTC 在 $65K 还是有强支撑在，上方的空单做在这附近做止盈还是不错的。接下来看反弹到 $68K - $69K 位置再说。还不是抄底的机会，6月才刚刚开始

[不割杰克猫 @bxjacky]

$BTC 今早跌倒70K，随后反弹，并不是反转。空单继续拿着，等大跌。

$ETH 反弹力度比大饼强一些，短暂回到2000。

$HYPE 可以等一次回调再进多，从爆发38-40附近以来接近翻倍了。突破前高60附近到现在差不多接近30%涨幅。

[不割杰克猫 @bxjacky]

@wolfyxbt 🤣

[不割杰克猫 @bxjacky]

@lijiuer1 加密涼一段，前男友這波扎心了🥹

[不割杰克猫 @bxjacky]

@connectfarm1 老師牛啊

[不割杰克猫 @bxjacky]

$BTC 今早跌倒70K，随后反弹，并不是反转。空单继续拿着，等大跌。

$ETH 反弹力度比大饼强一些，短暂回到2000。

$HYPE 可以等一次回调再进多，从爆发38-40附近以来接近翻倍了。突破前高60附近到现在差不多接近30%涨幅。

[不割杰克猫 @bxjacky]

$HYPE 持续走强，还是熊市，无法见顶，看空的也千万别做空，别和这种单边强势币对着干。

$BNB 这剧烈的波动，博弈真激烈，完全不跟 $BTC 了。人生也A了，在车上的都开启"新人生"了。

这大盘一点力气都没，再来还是6月份，还有世界杯... 失守 $70K 估计也就这几天了。#dyor

[憨厚的麦总 @Michael_Liu93]

说个观点，rwa+rwa perp+把传统金融资产上链交易，会是币圈下个5-10年机会最大且最清晰的主线，最近在币圈交易了各种传统资产后这个感受愈发强烈。

币圈rwa相较于传统券商的模式：
1. 注册账户和出入金极度便捷
2. 永续合约模式极度散户友好
3. 24小时交易，只要有流动性，没任何交易限制
4. 全球用户共享一个流动性池，与全球的资产做自由匹配
5. 极低的资金门槛+近乎无限的资产选择（原先你想投anthropic的pre ipo，得被至少四五道中介抽水），而现在你只要有一个钱包，你就可以跟私募机构们在一个起跑线去浇给美股的二级散户
6. 抗监管

当然现在也还有各种问题：
1. 流动性还不够好，至少现在流动性很多大机构还进不来
2. 股权和币权问题，比如tokenized股票不分红

但以上问题在我看来都是阶段性问题，都必然会在不久的将来被解决掉。其实币安和hyperliquid目前tradifi资产的交易量就可以看出来，贵金属、石油这才上了多久，全进top 10交易量了，从用户需求来说已经被证实是刚需了，如果把spacex、anthropic这些pre-ipo上了，估计也会稳稳冲前10。

“Tokenization of Everything”会是未来5-10年的币圈主线，先分掉的就是现在传统券商的蛋糕，并通过更高效的交易效率、更广的资产选择、更大的用户群体来扩大蛋糕。

沿着这条主线投吧。
货币层：circle和其他稳定币
平台层：hyperliquid和其他资产交易平台
网络层：eth（未来肯定也会有更多的货币层和交易层的公司去做自己的公链）
发行层：把各类资产上链的公司（服务公司）

这条主线，会在未来诞生至少1-2家上万亿美金的公司，和5-10家数千亿美元的公司，回头看现在两三百亿的价格都很便宜。

[不割杰克猫 @bxjacky]

$HYPE 持续走强，还是熊市，无法见顶，看空的也千万别做空，别和这种单边强势币对着干。

$BNB 这剧烈的波动，博弈真激烈，完全不跟 $BTC 了。人生也A了，在车上的都开启"新人生"了。

这大盘一点力气都没，再来还是6月份，还有世界杯... 失守 $70K 估计也就这几天了。#dyor

[不割杰克猫 @bxjacky]

@blknoiz06 🤣

[不割杰克猫 @bxjacky]

@TedPillows 🥹

[不割杰克猫 @bxjacky]

@0x1JF 不要说大实话🤣