JN

欲速则不达

[JN @fuxingbit]

@woaitaoershi 但是所有人都不献血就会没血可用

[JN @fuxingbit]

@youyou5202 0x9dce437923dd00894c38ed38f9a20c8948c05480

[JN @fuxingbit]

@xiaomustock 该踩的坑是一个都少不了

[JN @fuxingbit]

顺应趋势和赌趋势反转

[Winter Capital @SovereignIntern]

赌已经发生的事情会持续发生比赌没发生的事情可能发生的概率要大至少一个数量级。

[JN @fuxingbit]

@giantcutie666 是有这个事，但你这个图 1 和图 2 明显不是一个位置

[JN @fuxingbit]

usdc的场景会越来越丰富

[qinbafrank @qinbafrank]

美股代币永续合约登堂入室，看报道富途旗下Moomoo已正式接入Hyperliquid 链上永续合约行情数据，用户可直接在Moomoo的App内查看Hyperliquid 平台上的永续合约交易数据。要知道正常传统金融市场里美股个股是没有合约的，前两年美股期权交易量已经超过正股，成为影响股价走势的重要因素，现在Hype上的美股代币永续合约行情接入到富途Moomoo，未来可能其他券商或者美股平台也可能会接入，是不是链上美股代币合约价格之后也开始会影响正股的价格走势了？🤔 25年聊到的币股联动的情景终于是要来了

[JN @fuxingbit]

@Balloon_Capital SpaceX都上市了还买dxyz是真傻了

[JN @fuxingbit]

@cryptoxiaoting @diaoke 对，我还截图保存了

[JN @fuxingbit]

@kikoaifenxi 千问给了我同样的标的

[欧阳拽白 @OuYangZhuaiBai]

如果你想做多，你就做空【X倍做空xxxETF】
如果你想做空，你就做空【X倍做多xxxETF】

[Serenity @aleabitoreddit]

I do think LeaderDrive (688017) is China's standout component leader in the robotics sector.

I've done a lot of research on other robotics picks / $TSLA Optimus suppliers, but LeaderDrive is extremely unique.

Compared to others doing lower margin assembly, or lower value components, with higher design out risk.

Western institutions like Goldman Sachs Research flags LeaderDrive many times:

-> As a company with high technology barriers (eg. harmonic reduction gear).

-> and likely capturing high component value costs like planetary roller screws of each humanoid produced.

In simpler terms with LeaderDrive, you cover:

1. Many different components, with high barrier to entry
2. High BOM of each humanoid made, if you combine them together
3. Mass production capability at low cost.

For each humanoid made.

Please do your research on this topic before making your own decision; but long-term if you believe in humanoid sector growth: I think LeaderDrive (688017) is very compelling.

Risk is mainly coming from other emerging Chinese companies taking over market share of different individual components.

As well as mass-production margins decreasing over time; as seen with $VPG going from $750 (for early stage pre-production) -> $150 for sensors.

But in general, I don't believe companies outside China like Harmonic Drive (6324) can achieve the same costs for mass production, which is why $TSLA Optimus is creating extensive supply chains from China.

So we'll likely see supply chains be bifurcated with cheap mass production $15k-20K humanoids from Chinese supply chains. And higher cost humanoids from Western supply chains.

Again if you look at current P/E ratios and say it's high; a lot of it is misunderstanding comes from not looking at forward growth:

Nothing has been mass produced yet. AGIbot has recently achieved 10k units produced back in March.

But in the next 3-5 years, the TAM of the humanoid/robotics sector forecasted by Elon Musk and others very large, if he's expecting millions of humanoids to be produced a year.

So my expectation is the current $10.65B MC would look very tiny in hindsight of LeaderDrive's market capture of the overall robotics market.

So I don't believe thesis like this should be measured in short term timeframes (or that people should actively trade names like these).

Moreso a long term investment idea about how this company could capture a material part of the overall humanoid market that exponentially grows over the next few years.

[JN @fuxingbit]

@Irenezhao_ 真的，疼的几乎要忍受不了的程度

[JN @fuxingbit]

这喊单能力太强了….一下涨15%

[Serenity @aleabitoreddit]

专门写给我的中文读者：

绿的谐波（LeaderDrive，688017，577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。

他们的业务涵盖：

谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户）

人形机器人旋转关节减速器

直线执行器

电机/关节，以及许多其他核心零部件。

并且他们正在进军行星滚柱丝杠（planetary roller screws）领域。

目前占据着绝对的主导地位：超过60%的国内市场份额以及1800多家全球客户。

主要客户包括优傲机器人（Universal Robots）、优必选（UBTech）、智元机器人（Agibot），而特斯拉（Tesla）、Figure 以及绝大多数其他人形机器人研发商都很可能是他们的潜在客户。

如果你看一下这些零部件的 BOM（物料清单），粗略估计它们占到了每台研发出的人形机器人的 4-15%，随着他们进军更多细分领域，这个比例可能还会更高。

我认为没有人能对这类公司进行精确的财务建模，其前景更多取决于未来几年内会有多少人形机器人实现量产。

这其实是对一家能够在每台生产出的人形机器人中占据可观份额的公司，进行的一种方向性做多（directional long）。

在可扩展的规模化量产方面，中国显然是该领域的领导者，许多西方玩家无法将成本降到绿的谐波那样的水平。

随着我们向实体人工智能（physical AI）的规模化迈进，我极其看好机器人这个赛道。

[Serenity @aleabitoreddit]

Just in case you’re wondering why I’m bullish on $CRCL and Stablecoins.

8605 subscribers at $1.00:

-> $1595.

Not even including int. like Canada paying 46% more (2 CAD vs $1 USD subscription) and the FX/rounding disappearing into the void.

I’m not here for subscription revenue so I don’t plan on changing anything.

But just found this pretty amusing even if you factored in pro rata or holds/delays.

You would reduce 30% App Store fees, Stripe card TX fees, and other black box fee mechanisms like foreign currency rounding.

Stablecoins are definitely the future, and you can already see banks trying to control it with Clarity Act lobbying.

[JN @fuxingbit]

@xiaomustock 都是被割过才能有这个认识😂

[JN @fuxingbit]

@DJWZ 经你提醒我才反应过来中指那个茧子是写作业磨的....

[JN @fuxingbit]

@WallStreet0Name 看第三十三条，对个人投资者的细则还没出

[JN @fuxingbit]

@ngcsfrank @BTCdayu 优先 hype，实在不行 purr，hypd 不要考虑

[JN @fuxingbit]

@connectfarm1 真正有美股账户可以交易美股的人谁会来买链上美股呢

[JN @fuxingbit]

但是仔细看一下这几个平台的资金规模
和 hood 这些儿童账户成长起来
超越嘉信这个未来可能还得好多年

[JN @fuxingbit]

有道理的