GoBull中文頻道

交易的社交與探索入口。
捕捉 Alpha，橫跨股票、加密貨幣與預測市場，把握獲利機會。
交易的社交與發現層@GoBull_AI

[GoBull中文頻道 @GoBull_CN]

https://t.co/fVbMUqcyfR

[GoBull中文頻道 @GoBull_CN]

第三個訊號：最好的交易，可能不在這9檔股票裡。
��些公司取得政府資金，但原有股東也可能面臨股權稀釋、專案延遲和持續燒錢。
反而是設備、材料、電力、工程、低溫系統和控制電子供應商，可能取得新增訂單，卻不必承擔同等程度的股權稀釋。

真正值得追蹤的是：
政府簽約 → 資金到位 → 企業擴產 → 供應商取得訂單 → 營收與現金流
政府已經告訴市場，資金會投向哪裡。
接下來要找的，是上游供應鏈中誰能率先把這筆錢變成訂單。

[GoBull中文頻道 @GoBull_CN]

🚨BREAKING：美國政府已布局至少9家上市公司，從Intel一路買到量子運算

截至9月24日這一資料截止日，SEC文件顯示，政府的股權曝險已經涵蓋半導體、��鍵礦產和量子運算。
更重要的是，玩法變了：
從向企業發放補貼，轉向「提供資金＋取得股權與潛在收益」。
真正的投資機會，可能藏在這筆資金流向的下一站。

[GoBull中文頻道 @GoBull_CN]

第二個訊號：政府盯上的不是熱門概念，而是供應鏈最難補上的缺口。
把這9家公司連起來，就是：
礦產 → 材料 → 晶圓製造 → 量子硬體
它們未必擁有最好的短期獲利，卻占據美國最難取代、最容易被海外供應限制的位置。
所以下一個機會，很可能出現在下一個必須解決的產業瓶��裡。

[GoBull中文頻道 @GoBull_CN]

於是，兩個市場交換了劇本。
7 月：
美股：資金正在擴散
Crypto：資金正在集中
9 月：
Crypto：資金正在擴散
美股：資金正在集中
所以，比「誰漲得更多」更值得追蹤的是：
資金正從哪裡撤出，又準備流向哪裡。
BTC 和 S&P 500 告訴你價格去了哪裡。
GoBull 想做的，是幫助你更早發現資金正在流向何處。

[GoBull中文頻道 @GoBull_CN]

這就是圖表與訊號研究迷人的地方。
兩個月前，Crypto 和美股還是兩個截然相反的市場。
7 月：
美股：近 70% > MA50
Crypto Top 100：28% > MA50
9 月：
美股：30%
Crypto：96%
兩個市場幾乎互換了位置。
而這場反轉，真正發生在短短幾天之內。

[GoBull中文頻道 @GoBull_CN]

同一時間，美股卻走向了另一邊。
長端殖利率與油價上升。
8 月 18 日：
SOX -5%，Nasdaq -1.3%。
但資金並沒有真正離開美股，只是變得越來越挑剔：
一般個股 → 大型股 → Mega Cap / AI
因此，S&P 500 依然強勢，但站上 50 日線的股票比例卻從接近 70% 跌至 28%。
指數沒有崩，但風險偏好已經收縮。

[GoBull中文頻道 @GoBull_CN]

GoBull 套利儀表板現已上線！

發掘 APR 超過 2,000% 的 Delta 中性套利機會。
突破傳統圖表限制：覆蓋 9 家交易所、超過 2,100 個交易對。

市場深度、交易摩擦成本、24/7 持續性以及回本週期——一目了然。
👉限時免費體驗。
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[GoBull中文頻道 @GoBull_CN]

https://t.co/9Z02y6Zz4D

[GoBull中文頻道 @GoBull_CN]

https://t.co/Q4CQ7lr18X

[GoBull中文頻道 @GoBull_CN]

🌕 GoBull 登月嘉年華正式上線！🚀

發射 Rocket Crush，在火箭墜毀前鎖定你的倍數，贏取 USDT / $HOOD / $AAPL / $DOGE / $NVDA 獎勵。

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📅 2026 年 9 月 21 日－2026 年 9 月 28 日
加滿燃料。發射。鎖定。🌕
誰能成功登上月球？

[GoBull Markets @GoBull_markets]

🌕 GoBull Moon Landing Carnival is LIVE! 🚀

Launch Rocket Crush, lock your multiplier before the crash, and earn USDT / $HOOD / $AAPL / $DOGE/ $NVDA rewards.

👉 https://t.co/ZJkeKQtN9a

🎮 How it works
→ Enter the Telegram Mini App and get 100 FUEL for free
→ Complete tasks and invite friends to earn more FUEL
→ 100 FUEL = 1 Rocket Crush launch
→ As the rocket climbs, the multiplier keeps rising
→ Hit Lock before the rocket crashes to secure your Points
→ If the rocket crashes before you lock, you earn 0 Points
�� Points can be accumulated, with no limit on the number of plays

🏆 $3,000 Total Prize Pool
$2,500 shared by all Points holders based on their share of total Points
$500 shared by the Top 100 inviters

📅 Sep 21, 2026-Sep 28，2026
Fuel up. Launch. Lock. 🌕
Who will make it to the moon?

[GoBull中文頻道 @GoBull_CN]

想像一下，當 SEC 的 Innovation Exemption（創新豁免）獲得批准���，GoBull 能夠即時向你推送連結美股與加密市場的交易訊號，並建立 Innovation Exemption 投資組合進行持續追蹤。

你可以隨時追蹤投資組合表現，並自主做出交易決策——所有操作都能在一個 GoBull App 中輕鬆完成，盡在指尖。

即將推出

[Bull @bull_gobull]

SEC Innovation Exemption Bags

The SEC’s Innovation Exemption opens a regulatory pathway for tokenized U.S. equities to enter onchain market structures.

Following the stack from Tokenization → Exchange → Settlement → Oracle → Liquidity → Credit, here are 7 stocks + 13 crypto assets on my watchlist.

Data as of Sep. 21, 2026, 17:00 UTC+8. Performance is measured from Sep. 17, the day the Innovation Exemption was issued.

STOCKS LIST

$SECZ | Tokenization / RWA | +21.6%
Securitize. One of the most direct tokenization infrastructure plays on this list, focused on bringing traditional securities onchain.

$COIN | Exchange / Infrastructure | +11.7%
Coinbase. Trading, custody and institutional infrastructure — with a potential long-term evolution from a crypto exchange into an Onchain Capital Markets Gateway.

$HOOD | Retail Distribution | +9.1%
Robinhood. A unified retail gateway for stocks, options and crypto, making it a natural distribution-layer exposure to TradFi → Onchain.

$BLSH | Crypto Exchange | +9.8%
Bullish. Institutional crypto trading infrastructure, with exposure to growing institutional trading and liquidity demand across digital markets.

$CRCL | Stablecoin | +7.9%
Circle. The USDC issuer. Its key exposure isn't tokenized stocks themselves, but the potential growth of Onchain Dollar Settlement infrastructure.

$MSTR | Crypto Treasury | +16.4%
Strategy. Less about tokenization infrastructure and more about regulatory clarity → institutional adoption → BTC demand. Think Crypto Asset Beta.

$BMNR | Crypto Treasury | +8.7%
BitMine. ETH treasury exposure and a second-order proxy for Ethereum's role as a programmable settlement layer.

CRYPTO LIST

$BTC | Monetary Asset | +6.3%
Less directly tied to tokenized equities, but a major proxy for broader Institutional Crypto Adoption as U.S. regulatory clarity improves.

$ETH | Settlement | +9.0%
The programmable settlement layer for smart contracts, tokenized assets and stablecoins — core infrastructure for the Onchain Capital Markets thesis.

$SOL | Execution | +11.6%
High-throughput, low-cost execution infrastructure with natural exposure to high-performance onchain financial markets.

$LINK | Oracle | +12.0%
The data and interoperability layer connecting TradFi with blockchains. Tokenized equities still need prices, corporate actions and real-world data delivered onchain.

solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 | Oracle / Market Data | +8.9%
Real-time financial market data infrastructure, mapping directly to the growing demand for low-latency price feeds in onchain markets.

$UNI | AMM / Liquidity | +32.3%
One of the most interesting structural proxies. The SEC framework explicitly brings permissioned AMMs / liquidity pools into the tokenized-securities experiment.

solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R | AMM / Solana | +13.3%
Solana-native liquidity infrastructure. If more financial assets migrate to Solana, liquidity venues become a critical part of the stack.

solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN | Aggregator / Trading | +24.8%
A major Solana trading and liquidity aggregation layer — essentially an Onchain Liquidity Aggregation play.

$AAVE | Credit | +15.6%
A second-order beneficiary of tokenized-asset financialization: Assets → Collateral → Lending → Onchain Credit

ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 | RWA / Tokenization | +14.7%
One of the clearest crypto-native RWA exposures, mapping directly to the long-term migration of traditional financial assets onchain.

$BP | Exchange / Distribution | +66.2%
The Backpack ecosystem token, representing crypto-native exchange, wallet and distribution infrastructure.

$AVAX | Blockchain Infrastructure | +46.6%
Institutional / RWA blockchain infrastructure, with exposure to customized execution environments for bringing financial assets onchain.

$ARB | Scaling / L2 | +27.6%
Ethereum scaling exposure. If more financial activity settles within the Ethereum ecosystem, L2s can provide the lower-cost execution layer.

From Sep. 17 → Sep. 21, the strongest performers on this watchlist were:
$BP +66.2%
$AVAX +46.6%
$UNI +32.3%
$ARB +27.6%
solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN +24.8%
$SECZ +21.6%

One important distinction: Performance after the Innovation Exemption ≠ performance caused by the Innovation Exemption.

Four days is far too short to establish causality, especially with the broader crypto market moving at the same time.

What matters more is the infrastructure underneath this watchlist:
Tokenization → Distribution → Settlement → Execution → Oracle → Liquidity → Credit

If traditional securities increasingly become programmable onchain assets, these are the layers that need to be rebuilt — and potentially repriced.

I’ll keep tracking this watchlist as the Onchain Capital Markets thesis develops.

“Exposure” refers to our industry-chain mapping, not SEC endorsement of any company, protocol or token. Not investment advice.

[GoBull中文頻道 @GoBull_CN]

DeFi yields aren’t free money. They’re compensation for smart contract risk, liquidity risk, and exit risk.

[GoBull中文頻道 @GoBull_CN]

If everyone waits for confirmation, the best entry is often already gone. Manage risk, not regret.

[GoBull中文頻道 @GoBull_CN]

ETF buyers may be slower, steadier, and less price-sensitive than degens.