大耳

好久不见

[大耳 @dmcmichaelxi3]

真的要牢记，不管资金大小，利润暴击后要给自己留点防火基金，以后要常常看这条，没讲什么几把高大上理论，全是实战的大智慧

[Pickle Cat @0xPickleCati]

So I recently sold all my houses, cars, and most of my physical assets. Told some friends and… well they all think I lost my mind lol

I’m not saying world’s gonna end tmr. Those who know me know I’m actually annoyingly optimistic. People say we’re already in a recession but I genuinely think the real correction hasn’t even started.

And honestly a crash you’re prepared for is just opportunity. Prep the cash flow now and be ready when it hits.

Few months ago I tweeted a 1920-1939 side by side with 2020-now and I was like aha this earth simulation game isn’t even trying to be surprising.

America First was literally a 1920s slogan. Middle class getting wiped, kids going hard left, the right cashing in on the backlash, yada yada. Same movie. They didn’t even bother changing the lines.

But it’s not just the 1930s. This “coincidental” pattern keeps showing up

Every time in history you get this specific set of things at once:

> “empire” past its prime but won’t admit it
> up and coming power that stopped playing nice
> new tech nobody has rules for
> wealth gap gone cartoonish
> globalization reversing
> institutions bleeding trust while pretending everything’s fine

UNFORTUNATELY, it’s never ended quietly. Crash, war, usually both. Looking back, 1890-1914 literally looked unstoppable.

> globalization booming, tech changing everything
> markets ripping, rich getting richer, international trade at record highs
> everyone convinced world had become too interconnected for a major war

BUT then reality arrived.

> 1914 WW I, 1918 spanish flu, 1921-1923 Weimar hyperinflation, 1929 great depression 1939 WW II.

Just imagine you’re a civilian living in between any one of those events, literally each one felt like the worst thing that could happen until the next one hit.

And I know how this sounds. This random green cat on X reads a bit of history and suddenly thinks the sky is falling. i would’ve scrolled past this a year ago too lol.

But just look at how familiar the setup feels rn.

A debt spiral. A rising challenger. AI detonating entire industries. Institutional trust collapsing. Millions of young people looking at the future and deciding they got sold a lie.

You see it too right? That’s usually not when history calms down.

And sure, you’ll say the system survived 2008. Central banks have the tools. The world’s too connected to actually break.

You know who said basically the same thing? Everyone in 1913.

A famous economist Norman Angell wrote a bestseller arguing war between major powers had become impossible because their economies were too intertwined.

And guess what? A year later they were at war.

The irony is he wasn't even wrong.

The thing everyone pointed to as proof the system was safe ended up being what made the fallout global.

Look at the positioning now.

Stocks at all time highs. And everyone, I mean everyone, priced like things stay calm forever. Markets, governments, companies, all quietly betting on stability while the ground under it gets shakier every year.

Trigger? No idea. Nobody ever knows. Franz Ferdinand (the dude who got shot and basically started WWI) wasn’t on a single dashboard in June 1914.

So yea, I sold most of my illiquid assets. Still got stocks and crypto. Stocks prob exiting before end of year. Maybe I look crazy for a year or two.

But I’d rather be wrong than be the dude on his knees in financial ruins asking God why he saw the train coming and stayed on the tracks anyway.

“This time is different” is probably the most expensive sentence in history. And lately it’s the only thing I hear.

And before someone says I’ve lost my mind, ask yourself something.

Why do so many billionaires keep buying land in New Zealand?

Why do people with private jets, intelligence briefings, and more money than they’ll ever spend keep building backup plans?

Maybe they’re paranoid.
Maybe I’m paranoid.

Or maybe ordinary people are always the ones told everything’s fine right before they become fuel.

[大耳 @dmcmichaelxi3]

@mandish01 骏马面前无沟壑阿，神

[大耳 @dmcmichaelxi3]

@c_ckoko 希望Tom Lee去死，喊得太离谱了

[大耳 @dmcmichaelxi3]

总有人躺下束手就擒，也有人突破���难找到机会，cannot give up now，总会对一次的，一次就够了

[大耳 @dmcmichaelxi3]

夸张

[投倒机把 @baizhousiyu]

看见大家都在发月末总结，我也发一下
首先 我最感谢的是一加手机跟运气，我很少用电脑操作，所以大部分手机买卖，看叙事都是通过手机跟币安钱包操作完成的，这段时间一加手机给了我很好的操作体验

这波总共的成本加起来应该是5wu

加起来应该快两个月，到现在打到了2.2mu左右，感谢的是运气跟行情。
我很幸运抓住了这波eth太空狗的行情，然后是sato以及各hookv4的代币，我基本上都是追到榜一，情绪来的时��直接猛冲然后出本就行了，然后是bsc的几个hook代币也吃了5.6wu
另外这两个月来美股也不错，也吃了差不多1m多，主要就是追了美光迈威尔
（顺变说下最近Btc生态汽油系列也起来了，我当时甲烷换了1000多个汽油，一直没卖，今天看了下马上90u了，希望这波能带回Btc生态的情绪）
另外给大家说一句话，选择在自己合适的领域生存，现在跨去美股的大部分没有理性交易，在一个自己完全陌生的圈子，你不可能将50，500u成为A8
敬畏市场，尊重市场，币圈从不缺机会
最后给大家抽20个进群名额，（三连本推就行了）想了半天给大家发个几十几百u也没啥意义，大家也不缺，我组建一个真正的投研群，继续在���个市场以小博大

[大耳 @dmcmichaelxi3]

@baizhousiyu 强

[投倒机把 @baizhousiyu]

看见大家都在发月末总结，我也发一下
首先 我最感谢的是一加手机跟运气，我很少用电脑操作，所以大部分手机买卖，看叙事都是通过手机跟币安钱包操作完成的，这段时间一加手机给了我很好的操作体验

这波总共的成本加起来应该是5wu

加起来应该快两个月，到现在打到了2.2mu左右，感谢的是运气跟行情。
我很幸运抓住了这波eth太空狗的行情，然后是sato以及各hookv4的代币，我基本上都是追到榜一，情绪来的时候直接猛冲然后出本就行了，然后是bsc的几个hook代币也吃了5.6wu
另外这两个月来美股也不错，也吃了差不多1m多，主要就是追了美光迈威尔
（顺变说下最近Btc生态汽油系列也��来了，我当时甲烷换了1000多个汽油，一直没卖，今天看了下马上90u了，希望这波能带回Btc生态的情绪）
另外给大家说一句话，选择在自己合适的领域生存，现在跨去美股的大部分没有理性交易，在一个自己完全陌生的圈子，你不可能将50，500u成为A8
敬畏市场，尊重市场，币圈从不缺机会
最后给大家抽20个进群名额，（三连本推就行了）想了半天给大家发个几十几百u也没啥意义，大家也不缺，我组建一个真正的投研群，继续在这个市场以小博大

[大耳 @dmcmichaelxi3]

@Unipioneer 学长锅

[带带带比特 @daidaibtc]

时势造英雄
每个人的人生中都会遇到属于自己的以太坊
今日喝酒感悟
革命远未成功 需要时刻努力 不是努力做无用功 而是努力积累经验 抓住属于自己的天时

[大耳 @dmcmichaelxi3]

@Unipioneer 学神

[Frank 丨冰糖橙聚合 @0x0Frank]

最近美股的交易大神 Serenity @aleabitoreddit 太火了，5个月38倍的战绩非常耀眼，并且每次都是马前炮

他最牛逼的地方在于当普通人只了解AI的表象的时候，也就是浮在大众眼前的英伟达、美光这些辨识度高的股票，尤其是对中文区对美股了解相对较少的情况下

Serenity利用AI深度拆解了整个AI和半导体的产业链，这种思维逻辑也是取得超额收益的前提

首先他的交易领域集中在当前最火的AI和半导体供应链上面，然后分层拆解哪个环节会成为卡脖子的环节，从这个角度出发就会发现GPU仅仅是AI���展的第一层瓶颈

第一层：表面需求（人人皆知）
AI 爆发那么需要更多 GPU，所以数据中心规模暴增

第二层：次生瓶颈（少数人看到）
服务器之间数据传输压力爆表 ，然后光通信成为关键，进而挖掘到激光器成为核心。
能看到这一层的人已经大幅减少。

第三层：终极门槛（极少数人看到）
继续向下挖：谁为光通信提供关键原材料？谁掌握独家产能？寻找那些“市值极小、不显眼，但一旦缺货就会拖慢整个 AI 链条”的垄断型小公司。

基于上述第三层思维，那么他的选股逻辑就很清晰了

举例比如什么是高端光通信芯片的关键底层材料？

芯片制造、光模块组装完都需要检测，如果良品��上不去，一切都是白搭，那么半导体的相关测试公司哪些还没有被价值发现？

专门为 AI 芯片的先进封装提供关键材料的小厂，哪些是小厂是尚未发掘但又必不可少的？

股市里存在的超额收益永远是来自信息的不对称，Serenity也在感慨最近多了很多中文区的粉丝

然而目前才关注Serenity的，又何尝不是信息不对称的极致体现……

[大耳 @dmcmichaelxi3]

牛逼

[Soi @ashitonishi]

https://t.co/XGe7Cezmo5

[大耳 @dmcmichaelxi3]

欺骗身边人

[大耳 @dmcmichaelxi3]

@Researchcai 0x2374e18eb484366fd6245200422e640a4c18e0cd 看到后面已经有了答案

[大耳 @dmcmichaelxi3]

真牛逼，节奏感

[赚_LCat @Ryu_LCat]

这两年回头看，我其实干了不少事。

1. 出了书，《有得赚》。
全国正规发行，线上线下，包括台湾地区也都有售卖渠道。

2. 做了 Liberty Cats APP。
从 NFT 到 IP，再到 APP、社交、商城、游戏、潮玩等，算是给未来的商业生态打了地基。

3. 健身也没落下，身体健康。
体脂 保持14%–15%之间，腹肌还在。还get拳击🥊，学习中。

4. 家庭稳定，氛围很好。
连做卫生的阿姨都说，家里氛围很舒服。

5. AI 出来后，学习欲望反而更猛了。
以前很多专业知识有门槛，现在获取效率���了很多，很多东西都能更快学、更快验证。

6. 现金为王。
资产还在不断新高，也没有在垃圾行情里被反复收割。

这两年不是没干事，
只是我干的很多事，不是马上体现在 K 线上的东西。

我越来越相信，很多真正的爆发，前面都要经历很长一段“看起来没什么动静”的阶段。

人生如 K 线。
横盘的时候，很多人看不懂。
但真正的大涨，往往都来自长期蓄力后的突然突破。

大暴涨，无法想象。

[Ru7.ai @Ru7Longcrypto]

推荐几个美股牛逼的博主：

@xiaomustock
@aleabitoreddit
@jukan05
@degentradingLSD

学习、理解、成为！

[大耳 @dmcmichaelxi3]

多有道理的冷知识

[冷静冷静再冷静 @hexiecs]

股票真是很神奇，那些你投简历鸟都不会鸟你的公司，只需要买入他们的股票，他们全体员工就帮你打工了，每天就躺在家里看着他们为你赚钱，自己也不用工作了。

[大耳 @dmcmichaelxi3]

@Pussy53154105 好吧