spacexdoge.bitcoin

Owner of spacexdoge.bitcoin; Crazy words all the time; Never DM first; Not a financial advisor!

[spacexdoge.bitcoin @Cryptoi13193463]

《#浮生六记》里面讲：凡事我喜欢独出己见，不屑于随人称道是非，即便是论诗品画，也时时存着“人珍我弃，人弃我取”之心。我想 #投资 亦是如此。

[MSB Intel @MSBIntel]

BREAKING: Sui is opening a public mainnet experiment on July 4.

Anyone will be able to log in with email and spam fully sponsored transactions through “tunnels,” with the goal of hitting 1,000,000 TPS.

[SecondFi @secondfiapp]

🛡 Recovery Process Update

Your assets remain safe. Our team's full focus is on recovery. Here is where things stand today:

How do I check if my wallet is affected?
The asset recovery wallet checker is now live: https://t.co/EGLOj6iKDl

This is the only official checker, hosted on our https://t.co/C5s1yFPlq1 domain and shared only through @secondfiapp / @secondfi_jp. It is prepared on a best-efforts basis. It will never ask you to sign a transaction. Any tool that does is a scam.

This is phase one. In phase two, the checker will show whether your wallet has been affected, alongside an air-gapped transfer option to move assets securely.

I am not affected, what are my options?
If you wish to migrate, we recommend moving your assets to a newly created wallet using a hardware wallet only. We will release clear, step-by-step migration instructions to guide you through this.

I am affected, what do I do?
We are working on an onchain recovery tool. For now, submit a ticket at https://t.co/bKfl8SK9D2 and keep your app and seed phrase safe. Recovery instructions will only be released once the Intersect Security Council has completed its review.

How do I recover my assets?
Our teams are working with the smartest minds in Cardano, who have dropped everything to work on this incident, to develop an onchain claims portal. Which is now in preview mode and will be released soon.

Understanding what happened
Several auditors and independent experts are analysing onchain activity and validating our findings. Reports are coming, and we intend to share relevant reports once finalised. We cannot share findings before then, as doing so may cause further issues.

How do I make a claim?
If you want to make a claim, submit your ticket at https://t.co/bKfl8SK9D2.

Please remember:
DO
- Keep the SecondFi app installed
- Keep your seed phrase safe
- Use only https://t.co/EGLOj6iKDl to check your wallet
- Submit a ticket at https://t.co/bKfl8SK9D2
DON'T
- Delete the SecondFi app
- Share private keys, recovery phrases, or wallet credentials with anyone
- Trust any checker, link, or account outside our official channels
- Act on messages telling you to move assets or submit wallet information

SecondFi will NEVER request private keys, recovery phrases, or wallet credentials. No recovery actions requiring user participation have begun. @secondfiapp / @secondfi_jp remains the official channel for all updates.

[Barchart @Barchart]

BREAKING 🚨: Nike

$NKE falls to its lowest price in almost 12 years 📉 📉

[PANews丨APP全面升级 @PANewsCN]

沉寂 7 年巨鲸活跃：卖出 1100 枚 ETH，仍有 2.6 万枚挂单待售

据 Onchain Lens 监测，一名沉寂 7 年的巨鲸近期开始出售 ETH。

该巨鲸最初以约 572 万美元买入 27,586 枚 ETH，目前已通过 CowSwap 卖出 1100 ��，获得约 190 万 USDS，整体持仓账面浮盈约 4100 万美元。

当前仍有 26,486 枚 ETH（约 4486 万美元）挂单待售。

[陳威廉 @williamlab]

智谱这最后20分钟是干啥了。。。

[David龘龘🫥🫥🫥🫥 @gy_yuan135]

雅思公司快倒闭了😂😂

[MSB Intel @MSBIntel]

BREAKING: Avalanche is now the 10th largest stablecoin network

AVAX stablecoin supply jumped 16.35% in the past week to $1.66B, with BlackRock’s BUIDL among the largest assets on the network.

[Jason Ai. Williams @GoingParabolic]

Tom Lee’s Ethereum holding company Bitmine is down nearly -90% from its all time high of $161 a year ago.

It is now trading at $19.

[Punk（2898 🙌💎） @punk2898]

孙正义的运气真的是用干净了，他在 2017 年买了英伟达 4.9% 的股份，��本 7 亿美元，黄仁勋也只有 3.5% 股份，但是 2019 年的时候卖掉了😂含泪赚了 33 亿美元，尴尬的是 2019 年以后 AI 时代来了……

我们算一笔账：

- 成本：7 亿美元
- 现在：1570 亿美元

然而孙正义在阿里巴巴赚了多少？2000 年到现在大概赚了 720 亿美元，这都封神了，如果英伟达持有到现在会再次加冕了

为什么卖掉呢？���为孙正义想要再次赌一把大的，搞了 Vision Fund，结果投资共享叙事亏麻了，最后不得不把英伟达卖掉补 Vision Fund 的窟窿

人有时候就是这样，你越努力想要得到，反而失去的更多

[Jesse Cohen @JesseCohenInv]

Fun fact: If you invested $10,000 in PayPal $PYPL stock 5 years ago, you'd have about $1,720 today 🚨

Not too bad 🫡

[梁岷Liam @Lyangminn]

华为发布的"韬定律"，是2026年A股最重要的产业叙事。

过去六十年我们都在比"谁的晶体管更小"，从今天起，比"谁的信号更快"。

打个比方。城市堵车怎么办？过去的思路是把车造得更小，让一条路上能挤更多车。这就是摩尔定律。但车小到一定程度就造不动了。

华为说换个思路，别折腾车了，去优化整个交通系统。让信号走更短的路（逻辑折叠，把芯片从平面变立体）、让数据传输更直接（统一总线、光互联）、让指令调度更��明（软硬协同）。

结论就是，不用最先进的光刻机，照样能持续提升芯片性能。

摩尔定律的逻辑里，最有价值的是制程最先进的那几家，台积电、ASML、英伟达，“谁能做到3nm、2nm”谁牛逼。

韬定律的逻辑里，最有价值的变成了另一群公司，做先进封装的、做互联的、做EDA的、做内存接口的，游戏规则变成了谁能让整个系统跑得更快。

这是一次估值锚的迁移。

顺着这个逻辑，A股产业链里值得关注的几类公司。

代工与制造：中芯国际（华为海思第一大代工）。

特种工艺：赛微电子（华为BAW滤波器、硅光、OCS微镜独家代工）

先进封装：长电科技（昇腾910C的XDFOI Chiplet独家方案）、晶赛科技（麒麟X90/昇腾核心晶振材料）

EDA：华大九天（华为海思主力EDA供应商）、申通地铁（持有华大九天股权，影子标的）

顺着"韬定律"的技术路径再往下推：

3D堆叠和先进封装会成为最大受益方向，传统封装做的是把芯片装进壳子里，新封装做的是把多个芯片立体集成，这一块的国产替代空间巨大。

光互联是另一条主线。韬定律的系统层强调“用光纤替代铜线”压缩通信延时，这条线索直接指向CPO（共封装光学）和光模块板块，易中天依然牛逼。

EDA会迎来一次重估，3D堆叠对设计工具的要求完全不同于平面工艺，国产EDA有机会从低端追赶切换到在新赛道上同台竞争。

一点冷思考：A股对"华为概念"的炒作有它自己的节奏，往往第一波是���绪驱动、鸡犬升天，第二波才是基本面分化。识别真受益和蹭概念的能力，就在这个时候值钱。

长期看，这套理论值得我们用未来三到五年的时间去验证。

[Ash Crypto @AshCrypto]

If you had invested $100,000 in Ubisoft 8 years ago, it would be worth just around $3,000 today.

$ETH has been a better investment, in this case.

[K A L E O @CryptoKaleo]

Now down nearly one entire FTX bankruptcy*

[Bull Theory @BullTheoryio]

BREAKING: Memory prices could COLLAPSE as China rapidly floods the market with DRAM and NAND chips.

China's CXMT RAM is selling for $150, while the global average price is around $300 to $400.

Chinese memory giants CXMT and YMTC are aggressively ramping production, threatening the dominance of Samsung, SK Hynix and Micron.

CXMT now controls 7.7% of the global DRAM market and YMTC already holds 11 to 13% of the global NAND flash market.

CXMT revenue already exploded 719% YoY in Q1 2026 to 50.8 billion yuan ($7.4B), swinging from losses to massive profits.

Chinese memory chips are often priced 15%+ below competitors, making them highly attractive for consumer PCs, servers, and storage devices.

Corsair already testing DDR5 modules using CXMT chips, while other brands like Acer and Asus asking suppliers to source Chinese memory.

China’s strategy is simple - flood the memory market with cheap DRAM and NAND chips, undercut competitors and capture global market share.

Samsung adviser Kyung Kye hyun already warned memory prices could fall back toward low levels by 2028 if supply expands too quickly.

[川沐｜Trumoo🐮 @xiaomustock]

老虎证券 $TIGR 这点市值才几个亿美金，市盈率4，
赶紧来个做链上美股的公司直接收购得了，各地区的牌照都有了，合规经营。

[川沐｜Trumoo🐮 @xiaomustock]

监管发了对富途长桥和老虎证券的处罚，要罚没。
有时候热闹看过去啥也落不着，但是跌35%买了说不定能赚个10%。
现在老虎和富途他们俩个壳子都值不少钱。

[川沐｜Trumoo🐮 @xiaomustock]

昨天英伟达财报最重要的一张图，
英伟达服务器成本增速��快的材料就是记忆体。
其次是PCB。
记忆体的成本占比是仅此于gpu。

[美股OK哥 @artinmemes]

最近有6个高胜率美国议员买入 $NOW

特朗普今年2月也买入百万美元的 $NOW

黄仁勋5月：Agentic AI对软件业是巨大利好，$NOW 是核心受益方

就等AI热钱什么时候从基建流到应用端了

[NoLimit @NoLimitGains]

Michael Burry now holds a $1B short:

$912M in PLTR and $187M in NVDA.

What does he know?