Encrypted Whale

Building privacy solutions

[Encrypted Whale @encrypted_whale]

@BruceGuai 求个码

[Encrypted Whale @encrypted_whale]

@turingou 坐等

[Wealth Code @WealthCode99978]

💎🌐 贝莱德 CEO 拉里·芬克抛出一个极端但冷静的假设：比特币的定价锚，正在发生迁移

这句话之所以重要，不在于“50 万、60 万、70 万美元”这些数字本身，而在于定价逻辑的转变。

Larry Fink 说的是一个他亲身经历过的场景：
当他在与主权财富基金讨论资产配置时，问题已经不再是——
“要不要配置比特币？”

而变成了——
“是配置 2%，还是 5%？”

这是一条非常危险、但也非常真实的分水岭。

因为一旦讨论进入“配置比例”阶段，
比特币就已经被默认纳入‘全球可配置资产池’，而不再是边缘投机品。

⸻

我认为，芬克这段话真正想表达的，并不是价格预测，而是一个更底层的事实：

比特币的价格，不是由散户情绪决定的，而是由资产负债表的‘允许度’决定的。

主权财富基金、养老基金、保险资金，
它们的资金体量，并不会线性地进入市场。

但一旦合规、托管、流动性条件成熟，
哪怕是 1%–2% 的配置讨论，
都会对一个供给高度刚性的资产产生巨大冲击。

⸻

为什么这个逻辑成立？

因为比特币有一个和其他资产完全不同的特征：

供给曲线是硬编码的，需求却是制度化跃迁的。

当讨论对象从“个人投资者”
升级为“主权与机构资产负债表”，
价格就不再围绕“情绪波动”，
而是围绕“全球配置下的均衡比例”重新定锚。

在这个框架下，芬克给出的数字并不夸张，反而是数学意义上的推演结果。

⸻

这也是为什么我认为，比特币当前所处的阶段，很像一个被严重误解的过渡期：

不是“涨不涨”的问题，
而是——

它是否已经被允许，进入全球资本默认讨论的语境。

而一旦这个语境确立，
市场将不再问“比特币值不值得投”，
而是问：

“如果我一分钱都不配，我是不是在承担系统性偏差风险？”

这个问题，本身就足以重塑价格区间。

⸻

当然，这并不意味着路径会是直线。
监管、宏观流动性、周期波动，都会制造噪音。

但芬克这段话的价值在于，它清楚地揭示了一个趋势：

比特币的最大变量，已经不在链上，而在资产配置会议室里。

你更倾向认为，这种“2%–5% 的讨论”
只是极少数机构的假设性推演，
还是一个正在悄然扩散、尚未被市场完全定价的结构性变化？

📬我会不定期分享具备10倍成长潜力的交易机会，并聚焦 $TSLA、AI、能源转型等核心公司与技术趋势的中长期演变。
欢迎订阅，一起在下一轮资本结构变化中提前占位。

#Bitcoin #BTC #BlackRock #LarryFink #Crypto #DigitalAssets #InstitutionalInvesting #Macro

[Encrypted Whale @encrypted_whale]

@Valley101_Qian 咱们平台不接商业广告，长期靠什么盈利或者来维持团队运转呢？

[Encrypted Whale @encrypted_whale]

@flowith code, pls

[Encrypted Whale @encrypted_whale]

@Mina19971224 这里招人呢DM

[Hypurr @Hypurr]

happy hip-3 day!

hyperliquid

[Encrypted Whale @encrypted_whale]

@dreamcash can i get a code?

[Mehraj @mehrajdesign]

These are my recent Hero Section designs, and I’m giving them ALL away!

Get the Figma files for FREE

Here’s how:
• Like this post
• Repost it
• Comment ‘Hero’ below

I’ll DM you the link, just make sure you’re following me so I can send it over!

[Encrypted Whale @encrypted_whale]

@mattiapomelli @cursor_ai @figma reweb

[Daniil @dzzgnr]

❤️❤️❤️

[Morph @MorphNetwork]

🚀 𝙏𝒉𝙚 𝙟𝒐𝙪𝒓𝙣𝒆𝙮 𝙞𝒔 𝒋𝙪𝒔𝙩 𝙗𝒆𝙜𝒊𝙣𝒏𝙞𝒏𝙜…

We are thrilled to announce that Morph has successfully closed a $20 million seed round, led by @dragonfly_xyz!

With additional support from @PanteraCapital, @ForesightVen, @TheSpartanGroup, @MEXC_Official, @symbolicvc, @publicworksfm, @mhventures, and @Everyrealm (𝘴𝘦𝘦 𝘧𝘶𝘭𝘭 𝘭𝘪𝘴𝘵 𝘣𝘦𝘭𝘰𝘸).

This investment marks a significant milestone, bringing us one step closer to realizing our vision of a seamless consumer blockchain experience for the future. As the Morph family continues to expand, we invite you to join us on this exciting adventure.

👀 𝗪𝗵𝗮𝘁'𝘀 𝗻𝗲𝘅𝘁?

This investment didn’t start our work, it only 𝙛𝙪𝙚𝙡𝙨 it. We’re charging ahead at full throttle scaling the Morph ecosystem. In our journey ahead, we recognize that we'll need all the support we can get.

𝙒𝙚'𝙧𝙚 𝙧𝙚𝙖𝙙𝙮. 𝘼𝙧𝙚 𝙮𝙤𝙪?

🐨🧵

[WorkOS @WorkOS]

🎁 Launch Week Day 2: Roles 🎇

With Roles, defining access control levels for your users is now a breeze.

Role information will show by default when a user session is initiated.

Best of all, it's free up to 1,000,000 users. 🚀

https://t.co/70egMS7hNa

[Dmitry Lepisov @DmitryLepisov]

Extremely happy to reveal the approved logo design version we did for Micron labs who specializes in developing Web3 products in-house and as outsourced service

[比特傻 @bitfool1]

《如果SLERF翻倍，需要多少资金？》

AMM池子中有66,529,214枚SLERF代币，和463,342枚SOL代币。
如果想让SERLF代币的价格相对SOL翻一倍，需要多少SOL购买SLERF代币？

k = SLERF数量 * SOL数量 = 66,529,214 * 463,342

SOL_new / SLERF_new = 2 * (SOL_old / SLERF_old)
SLERF_new * SOL_new = k
SOL_old / SLERF_old = 463,342 / 66,529,214
SOL_new / SLERF_new = 2 * (463,342 / 66,529,214)
SOL_new = k / SLERF_new
k / SLERF_new^2 = 2 * (463,342 / 66,529,214)
SLERF_new^2 = k / (2 * (463,342 / 66,529,214))
SLERF_new^2 = (66,529,214 * 463,342) / (2 * (463,342 / 66,529,214))
SLERF_new^2 = (66,529,214^2) / 2
SLERF_new = sqrt((66,529,214^2) / 2)
SLERF_new = 66,529,214 / sqrt(2)
SLERF_needed = SLERF_old - SLERF_new
SLERF_needed = 66,529,214 - (66,529,214 / sqrt(2))
SLERF_needed = 66,529,214 * (1 - 1/sqrt(2))
SLERF_needed ≈ 66,529,214 * (1 - 0.7071)
SLERF_needed ≈ 66,529,214 * 0.2929
SLERF_needed ≈ 19,487,118.44
SOL_new = k / SLERF_new
SOL_needed = SOL_new - SOL_old
SOL_needed = (66,529,214 * 463,342) / (66,529,214 / sqrt(2)) - 463,342
SOL_needed = sqrt(2) * 463,342 - 463,342
SOL_needed = (sqrt(2) - 1) * 463,342
SOL_needed ≈ (1.4142 - 1) * 463,342

SOL_needed ≈ 0.4142 * 463,342
SOL_needed ≈ 191,877.47
即需要19.2万sol，价值3400万左右的美金，才能让SLERF翻倍。
考虑拉盘途中还有人卖出，这个资金可能需要翻倍至6800万美金。

结论：
现阶段让SLERF翻倍，需要6800万美金。你觉得市场有这么多钱么？

PS. 计算可能存在谬误，请大伙儿检查。

[Dragana @draaga_d]

Finally launching my new site https://t.co/orgjsMgHHg to make my freelance work more official

Been working with some cool founders lately and ready for more projects

So if you know someone who's:

- focused on product
- passionate about what they’re building

my DMs are open

[Layers @layers_to]

habit tracker app by @aekayabasi https://t.co/T8tHyPqSx4

[Designverse ✨ @dsgnverse]

Landing Page ✨ by @GSigurdarson

[Halal Lab @halal_lab]

E-com Admin Panel / Settings / Selling Options 🛒

[Encrypted Whale @encrypted_whale]

@hongkongdoll 晚饭券