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保持一颗学徒的心。

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@WallStreet0Name 昨天溢价率太高了

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@MrMicopedia emmm或者唐神私聊我一下可以吗

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@MrMicopedia 私聊

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@yiqifacai 200刀账户，开了几十个agent 10分钟额度用光了🤭

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@MrMicopedia 明天季度第一天应该会有定投盘进来，但是就不知道能不能撑住了

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@MrMicopedia 唐神，你是说给养老金出货的流动性还是说养老金开始买入的流动性呀

[Race @multiplanet1]

A young SpaceX employee asked Elon what happens if they fail to reach Mars in his lifetime. The room was full of engineers and the question landed heavier than anyone expected.

It was a simple question but it cut to the core of everything SpaceX exists for. The entire company, every late night, every exploded prototype, every engineer who missed their kid's birthday for a launch window, it all points at Mars. What if it doesn't happen in time?

Elon paused.

He said that the goal was never for him personally to walk on Mars. The goal was to build the infrastructure that makes it inevitable. That even if he dies before the first crew lands, the system he built would carry the mission forward without him.

He said the rockets, the factories, the team, the culture, all of it is designed to outlast any single person. Including him. Especially him.

Then he said something that reportedly moved people in the room.

He said that if he thought success depended on him being alive, he would have already failed. The whole point is building something that doesn't need its founder to keep going.

He compared it to a cathedral. The architects of medieval cathedrals knew they would die before the building was finished. They designed it anyway. They poured their life into something they would never see completed because the completion wasn't the point. The commitment was.

SpaceX is his cathedral. He may never set foot on Mars. But the road between here and there will exist because he refused to accept that nobody was building it.

The most ambitious man alive has already made peace with the possibility that his greatest achievement might happen after he's gone. That's not failure. That's faith in something bigger than yourself.

[WS Sa @wallen97754394]

万推，为何我蓝v还不达标，嘤嘤

我要找偶像们蹭个流量，谁转发谁是我偶像，谢谢大家

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@AntonLaVay 急需A家ARR持续加快增速！！

[Imran Lakha | Options Insight @options_insight]

A vol spike that gets given back this fast tells you more than the spike itself.

VIX was heavy and we got a little uptick to 20 on a late-day drop in the S&P. It was handed straight back, and we were below 18 again almost immediately. The speed of that give-back is the tell.

When a vol bid won't hold, it's a sign the market isn't really reaching for protection, it's just twitching. For me, a move back toward last week's 16 area looks the most likely path with the 4th July around the corner.

The bigger picture supports it. The two things that have been spooking this market, the AI-tech unwind and higher US yields, both look like they're heading in the right direction. With those calming and a holiday week ahead, I favour lower equity vol in the near term.

So I picked up some VXX puts to reflect that. VIX option volumes are running light at below 500k, which fits the picture of a market that isn't seriously bidding for broad market protection.

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@MrMicopedia 四连跌没反弹的话，五连跌反弹的概率不应该更大一些了吗唐神

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@maitian99 @Corsica267 🫡收到

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@octopusycc 不是早就撤退已经开始买入了嘛🤭

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@Corsica267 @rhZhaObserves 是说夜盘吗？

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@MrMicopedia 卧槽最后还是差0.01%，还是收跌了！