JoJo

Feel, understand, and let time bring peace.

[JoJo @Dakerjojo]

@weretuna @Heistedxyz What？

[JoJo @Dakerjojo]

@CrashiusClay69 I want to buy some $TROLL.
CA: 2aUanHPznSCFwqS5PPEqFDirxg3HQXy2eJJ4nAWZjxq9

[JoJo @Dakerjojo]

还记得你何时加入 X 吗？我知道！#我的X周年纪念日

[JoJo @Dakerjojo]

@Otto4304 早啊 ot老师

[JoJo @Dakerjojo]

@Otto4304 我这张怎么样，哥！

[Marc Andreessen 🇺🇸 @pmarca]

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

[JoJo @Dakerjojo]

@MattPRD When are you retiring, bro?@MattPRD

[The White Whale @WhiteWhaleLabs]

KOLs Are An Absolute Cancer To Crypto

Let's be 100% honest about this.

Paid influence and KOL culture didn’t help crypto grow - it replaced the need to actually earn attention.

Somewhere along the way, we decided it was normal to pay people to manufacture conviction. To call it “marketing.”

In reality, it’s just outsourced belief and hype meant to deceive the unsuspecting masses.

When influence is rented, innovation stops. Whether that is product innovation or marketing innovation.

Why take risks, build culture, or think differently when you can just buy distribution and let the timeline do the lying for you? That shortcut has lowered the bar in crypto at a time we should be raising it.

What really blows my mind is how casually we ignore the legal side of this. In much of the world, promoting the purchase of assets without disclosure isn’t a gray area. It’s straight-up illegal. Traditional markets learned this the hard way. Disclose incentives or don’t speak. Simple.

Yet in crypto, we normalized undisclosed promotion so thoroughly that questioning it makes you the problem. We accepted a system where trust is quietly bought and sold, then act confused when the public doesn’t trust us anymore.

This is why everything feels the same. Same narratives. Same cycles. Same faces telling you what’s “next” - until the check clears and they move on.

A space built to remove middlemen somehow rebuilt itself around the worst ones.

If your project needs paid conviction to survive it never deserved to thrive in the first place.

Real demand shows up without paid voices pretending they are organic recommendations.

The irony? If we stop to think about it. If you're posing as a very successful person in this space but need to sell your voice? The charade all starts to fall apart.

🫡 From the depths —
The White Whale 🐋

[MoonPay 🟣 @moonpay]

RAGE BAIT is the Oxford Word of the Year

in unrelated news, memecoins can be volatile

[KK.aWSB @KKaWSB]

Amazon创始人杰夫·贝索斯刚刚给出了迄今最清晰的一段解释，为什么当前的 AI 热潮不像互联网泡沫，以及为什么它的重要性远比人们想象的更大：

“当人们变得非常兴奋的时候，就像今天对人工智能的兴奋一样，会发生第二件事：几乎所有实验都会拿到资金。每一家公司都会拿到投资。无论是好点子还是坏点子。在这种狂热氛围中，投资者很难分辨哪些是好想法，哪些是坏想法。所以，这种情况今天大概率也正在发生。

“但这并不意味着 AI 是假的。AI 是真实存在的，而且它将改变每一个行业。事实上，从这一点来看，它是一种非常不寻常的技术。人们常说，AI 是一种“横向赋能层”。

“今天，我们谈论“AI 原生公司”，比如 OpenAI、Anthropic、Mistral 等等。这在当前这个阶段是很正常的。但这并不是 AI 产生的最大影响。AI 最大的影响，是它将作用于世界上每一家企业。它会提升产品质量，提高生产效率。这一点很难真正想象清楚，但它是真实的，而且一定会发生。”

“现在说到股市——当我们谈论泡沫时，通常指的是估值、市值这些东西——比如：六个人的团队，刚成立没多久，就能在 200 亿美元估值下融到几十亿美元？这是一种非常反常的行为。投资者通常不会在没有产品的情况下，给一个只有六个人的团队投几个十亿美元。这极其罕见，而今天，这正在发生。”

但是，工业泡沫的好处在于——这是“工业泡沫”，而不是“金融泡沫”。我来解释一下这个区别。

“如果回头看，90 年代经历过一次生物科技泡沫。当时有一大批制药创业公司，用全新技术设计药物。全世界都很兴奋，投资界也非常疯狂。从结果上看，整体来说，他们大多亏了钱。但我们也确实得到了一些挽救生命的药物。”

“而像银行系统的泡沫、金融危机那样的泡沫——比如 2008 年的那种——那纯粹是坏事。

社会应该尽量避免金融泡沫。但工业泡沫则没那么糟，甚至可能是件好事。因为当尘埃落定，当你看清最终谁是赢家时，社会能从这些技术发明中受益。那些救命的药物依然存在。”

“而这一次，AI 也是一样。”

[JoJo @Dakerjojo]

@ForrestPumpSol Although I've lost a significant amount of money on your tokens, that's the rule of the game, and I respect your choice! Good luck, friend.

[Tarek Mansour @mansourtarek_]

Kalshi raised $1B at an $11B valuation.

A decade ago, only a few thousand people knew what a prediction market was.

Eighteen months ago, most prediction markets were banned - until we overcame the government to set them free.

Over the past seven years, our community has opened up an entirely new category.

Today, Kalshi is trusted, used, and loved by millions of people. It’s a part of everyday culture, and it’s driving one of the most important shifts in consumer behavior in recent history.

The time has finally come for prediction markets to achieve their full potential and we are intent on making that happen.

To all the believers and the early adopters: thank you.

[JoJo @Dakerjojo]

@humidifi

[JoJo @Dakerjojo]

The ICM top is no where in sight.

We haven't even started yet.

[MCG @MCGlive]

THE @MCGlive MetaDAO vs SOAR Mega Thread 👇

Two new launchpad models have rapidly defined the next era of ICM.

Ownership Tokens by @MetaDAOProject $META

and

DRP (Debt-Repayment Tokens) by @LaunchOnSoar $SOAR (Token not yet launched).

[JoJo @Dakerjojo]

@humidifi yep

[JoJo @Dakerjojo]

@wassieonmonad LFWWW

[BNB🔶蛙蛙 @jiamibtc]

强烈建议想提升交易能力的都去YouTube死磕。

我最近点开一个YouTube视频，听一个人用白板画出了“钱是怎么生钱的”。

那一刻，我像突然被点亮了某个开关。

从那以后，我不再刷短视频消磨时间，而是把通勤、做饭、睡前的碎片时间全都交给这些讲金融的人。

1. Robert Kiyosaki | 他让我第一次看清“工作”和“财富”的区别

《富爸爸穷爸爸》很多人听过，但他的YouTube频道才是精髓。没有鸡汤，全是实战思维。他说：“别问‘我能负担得起���？’ 要问‘我怎样才能负担得起？’” 这句话直接把我从“���钱模式”拉进了“资产思维”。他教会我区分主动收入和被动收入，也让我开始思考：我的房子是资产，还是负债？

2. Ray Dalio | 他给了我一套看世界的“经济望远镜”

桥水基金创始人，却愿意花40分钟免费教你“经济机器是怎样运行的”。他用最简单的语言讲清了通胀、利率、债务周期之间的关系。我第一次明白，为什么央行一加息，股市就跌；为什么经济会周期性崩溃。这套模型我现在每月复盘一次，成了我看宏观经济的“标准动作”。

3. Patrick Boyle | 他是我在家就能上的“投行私教”

UBC教授，讲企业估值、财务建模像在聊天。他会一边敲Excel，一边解释每一步背后的逻辑：“这里为什么要用WACC？” “折现率怎么估算才合理？” 没有跳步骤，也没有假装高深。我靠他自学了DCF模型，还试着给一家上市公司做了简单估值——那种“自己动手搞懂一家公司”的成就感，太上头

4. The Plain Bagel | 他让复杂金融产品变得“可食用”

名字很怪，内容很神。他能把ETF、期权、杠杆机制讲得像菜谱一样清晰。比如他用“健身房会员卡+涨价权”来比喻看涨期权，听完我秒懂。他的视频不长，8 - 12分钟，适合饭后看一个，慢慢积累“金融语感”。我现在看财经新闻，已经不会被术语吓住了

5. Lin Dai | 他帮我打通“中国逻辑”和“全球市场”

作为华人分析师，他既懂A股政策，又熟悉美股规则。他讲宁德时代出海、蚂蚁整改、港股通机制特别透彻，还会对比中美监管差异。我终于理解了为什么外资有时疯狂买入，有时又集体撤退。他是我连接本土现实与国际视野的桥梁。

我现在的习惯是：早上听一段Ray Dalio建立框架，午休看一个The Plain Bagel补细节，晚上跟着Patrick Boyle练实操。

三个月下来，我不再盲目跟风买基金，也能写出像样的行业观察。

[JoJo @Dakerjojo]

@_Shadow36 If I am lucky enough to receive the $2,500 you give me, what price will I have to pay?

[JoJo @Dakerjojo]

@Metabape 因为这个事情，我决定关注你！

[JoJo @Dakerjojo]

@otcmprotocol You should do something to stop the price from falling, otherwise you'll look very unprofessional in the crypto industry.