Jack

The market, like the Lord, helps those who help themselves. But unlike the Lord, the market does not forgive those who know not what they do.Alpha hunter. #BTC

[Jack @jackwin1b]

我财运极佳，我天生就是富贵命💎
金钱总是向我飞奔而来 🐎
赚钱对我来说很容易📈
我非常感激我的钱，请给我更多😇
我将步入人生中最富裕的时期🧧
我会有非常非常多的钱💰
2025年相信自己一定能拿到大结果🎰

[Jack @jackwin1b]

新的一年，我希望每周读完一本书，并完成一篇高质量的读书笔记，认真拆解作者的思想与逻辑，兼容并蓄、持续拓展自己的认知边界与精神视野。
愿所有写下的目标，不止停留在纸面；
愿所有许下的心愿，都能在行动中生根；
愿所有的梦想，终有一天，在时间尽头盛放。
新年将至，向前走，不回头。

[Jack @jackwin1b]

距离新年只剩下短短几十分钟，心中感慨万千。
时间走得太快，在我们尚未察觉时，便已悄然远去；再一回头，2025年已经走到了尽头。

新的一年，我最朴素、也最真诚的愿望是：
愿我和我所关心、所牵挂的人们，都能身体健康、平安顺遂、内心安宁、生活喜乐。

[Jack @jackwin1b]

新的一年，我希望持续在各大平台输出观点与思考，
多交流、多结识志同道合的朋友，多复盘、多反思，在不断碰撞中持续进化。

新的一年，我希望每周读完一本书，并完成一篇高质量的读书笔记，认真拆解作者的思想与逻辑，兼容并蓄、求实拓新，持续拓展自己的认知边界与精神视野。

[Jack @jackwin1b]

新的一年，我希望能够切实、严格地执行《交易员重生宣言十三条》，每日早、中、晚各背诵三遍，以纪律对抗人性，以重复完成重塑，完成真正意义上的人格升级。

[Jack @jackwin1b]

SOL索拉拉周报，多看多分析，尽力挖掘一��好机会。

[Solana @solana]

Ever heard of concentrated shipquidity? 🚢

While Solana rang its own bell on Wall Street, across the world Solana APAC Accelerate kicked off, bringing 索拉拉 to Shanghai, Hangzhou, and Shenzhen.

This week was nothing short of substantial. Here's everything that happened.

📰 Headline News

- @Gemini launched a Solana credit card

- Solana is now open @ 35 Wall Street (h/t @solanaspaces)

- @Fidelity gave retail customers access to Solana

- Hong Kong approved its first Solana Spot ETF

- @SolanaFndn unveiled “Launch” along with Kora and CommerceKit

- @a16zcrypto’s State of Crypto 2025 report highlighted Solana as “a hub for onchain economic activity”

📰 Launches

- @meleemarkets created prediction markets with bonding curves

- @OREsupply revamped its SOV mining protocol

- @BitlayerLabs brought $YBTC.B to Solana

- @JupiterExchange added prediction markets powered by @Kalshi

- Majority now has Solana stablecoin transfers

- Zepz launched @sendwaveapp wallet

- @fireplacegg finessed SOL support into @Polymarket

- @moonbirds created a Soulbound token for @solanamobile owners

- @coinbase users in NYC can now send/receive USDC on Solana

- @TridentSolana made a VS Code extension for Solana

- @alpha_ledger launched Vulcan Forge, Solana-native securities tokenization platform

- @solanagaming Game Pass Season 1 Quests are live

- @wardenprotocol launched BetFlix for gamified trading

- @pumpdotscience "F1y Grand Prix" Season 2 went live

- @blockworks has a new Solana Aggregators dash

- @merit_systems x402scan now supports Solana

- @believeapp holders can now chat in app

- @HeebooOfficial announced an entertainment launchpad from the team that brought us @Claynosaurz

- @loyal_hq announced a private AI protocol powered by @magicblock

- @mallowdotart opened signups for its Art-first wallet beta

- @Arpitx35 created a Solana ChatGPT Kit

- SendAI added Solana support to x402-mcp

📰 Milestones

- Solana RWA totals $700M

- @ionet crossed $20M in on-chain revenue

- @Raydium hits $250M in total tokenized stock volume

- syrupUSDC by @maplefinance crossed $250M in supply

- @MetaDAOProject reached $500K in cumulative revenue

- @rush_trade_app crossed 100K predictions and $200K volume

- @xStocksFi hits $50m in 24h transaction volume

- @Titan_Exchange hits ~$3B app volume in 1 month

- @PreStocks crossed $20M volume/300K txns

- @cubexch was acquired by Mercer Park

- @Quantoz made its first live transaction on @ubyx_

- @ManifestTrade hit $40m in daily volume

- @triadfi got ~200k viewers on their first livestream on YouTube

Huge shoutout to all the teams shipping. If we missed your update, just let the world know below.

[Solana @solana]

Dear algorithm,

Please show this newsletter to every lion that SHIPPED a Big Week on SOLANA. As a post-leverage malaise settled in upon CT, the manlets simply kept shipping.

Here's everything that happened this week in the ecosystem.

Headline News

- @Uniswap, crypto’s top DEX, now supports Solana 🦄

- @USDT0_to's Legacy Mesh now connects $180b of USDT to Solana

- @blueshift made it possible to build Solana programs using regular rust tools

- @Zcash is now on Solana, thanks to @RaydiumProtocol and @heliuslabs

- @a16zcrypto invested $50M in @jito_sol

- @AviciMoney received $34M committed on @MetaDAOProject

- First spot Solana ETF launched in Hong Kong by ChinaAMC

Launches

- @ogprotocol launched gamecoins

- @wormdotwtf launched permissionless prediction markets

- @spotsdotfun launched gamified real-world speculation

- @PredX_AI launched a battle-royale prediction market

- @realmsdaos launched prediction-market style voting for decisions

- @bareknucklefc teamed up with @FightGameSOL for Solana gaming

- @MonkeFoundry opened its incubator applications for early-stage Solana teams

- @corbits_dev integrated @dflow

- @trendsdotfun ran a Solana's Chinese name contest with 100 SOL prize pool

- @stardotfun hosted live-streamed startup fundraises

- @mallowdotart launched GENESIS Jellybean

- @JupiterExchange launched Ultra V3

- @Gemini supports USDC and USDT transfers on Solana

- @moonpay Commerce went live, enabling pay with Solana

- @solanafndn launched $100k Anchor vulnerability bounty

- @SuperstateInc partnered with @Backpack as its first CEX for tokenized equities trading

- @met_engine, @SP3NDdotshop and @blockstranding went live on dApp store

Tokens

- XAUt0 (@tethergold) is now on Solana

- @universaldotxyz launched $uZEC for 1:1 Zcash exposure

- @DriftProtocol listed $ZEC with 5x leverage

- @nansen_ai and @sanctumso launched nxSOL LST

Milestones

- @Securitize saw 218% TVL growth on Solana in 30 days

- @xStocksFi's $TSLAx hit $25M supply, 14k holders

@playsolana token pre-sale sold out in 3 min, raised ~$2.6M

- @PayPal's PYUSD supply on Solana crossed $1B

- @prestocks crossed $10M volume, 250k transactions, and 7k holders

- @wormhole turned 5, bridged $12B+ into Solana ecosystem

- @Titan_Exchange recorded $744M 7-day volume on its app

- @SavetheChildren partnered with @helpdotfun

- @ashen_one built a school in Indonesia funded by the Solana community

- @daremarket raised $2M for gamified dares

- @CryptoMagellan, the guy that used to write this newsletter, now leads marketing at Solana Mobile

Huge shoutout to all the teams shipping relentlessly. If we missed your update, drop it in replies.

(This week's Uniswap/Solana-themed art hand drawn by @foursixsix)

[Jack @jackwin1b]

AI炒币大赛，国产模型千问和DeepSeek遥遥领先，即将翻倍

千问在所有ai中胜率最高35%，但盈亏比很强，单笔最大盈利8176刀，单笔最大回撤586刀，综合收益率最好

由此可见，胜率并不是影响收益的最大因素，盈亏比和控制回撤才是

回撤做得好，交易中小亏小赢，偶尔大赚，净值曲线怎么打都是向上的

[Jack @jackwin1b]

@bitfool1 看到一些人反馈，香港护照能过kyc但是打不了新，买的kyc怕二次人脸识别，难啊

[Jack @jackwin1b]

Claimed my @StandX_official ID.

Most of you didn’t make it.

I’m not most of you.

Stand.

https://t.co/39zlXMCx6U

[Jack @jackwin1b]

AI实验室 nof1 于 18 日开始一项大模型交易测试，6 个主流 AI 大模型每个模型都在 Hyperliquid 上获得 10,000 美元的真实资金，训练数据完全一致 https://t.co/l4dilc0PEO
不得不说AI做交易咔咔猛，10倍杠杆直接怼。

[Jack @jackwin1b]

我记得我的币安钱包一开始打了1000刀一直瞎玩，亏���200刀左右，大表哥 @cz_binance 给空投了0.083bnb，真的没想到会收到空投

[Jack @jackwin1b]

@cz_binance @0xmoon @heyibinance @four_meme_ 感谢大表哥的空投，我太菜了，一直亏，持续建设bnb生态，我爱bnb

[Mia米粒儿🩵 @mia_okx]

https://t.co/BKfWWsO9zg

[Jack @jackwin1b]

本轮黑天鹅可能爆仓规模在300-400亿，随着加密市场规模越来越大，以后这种级别的爆仓规模可能会越来越常见了，都是交易者的血和泪

[MLM @mlmabc]

The $10B liquidation figure floating around is fake, the real number is likely much higher, somewhere in the $30B–$40B+ range.

On Hyperliquid alone, nearly $7B was liquidated. Here’s the full breakdown for anyone interested:

Total liquidations since 20:45 UTC:
- Total Value: $6,702,223,168.08
- Total Backstop: $4,352,720,741.58
- Total Market: $2,349,502,426.49

Breakdown by asset (top 10 by market):
- BTC: $781,848,860.51
- ETH: $539,690,395.94
- SOL: $246,037,906.19
- HYPE: $116,710,437.27
- DOGE: $76,753,273.71
- ASTER: $76,606,241.66
- XRP: $73,144,750.79
- XPL: $43,076,401.99
- ENA: $32,104,013.63
- PUMP: $30,501,142.72

All data is sourced from the Liquidations Telegram. The channel was deleted mid-crash for spamming, but since they log everything separately in their own database, the full dataset is still available.

[Jack @jackwin1b]

受不了了🤦，推特没法看了，基本上全是在秀赚钱

今晚这种黑天鹅事件，但凡开了山寨多单，难逃被爆仓的命运

整个市场24小时爆仓130亿刀，合着就我和神秘人在亏钱

只秀赚钱不秀亏钱的“永赚博主”，直接拉黑不看了，制造fomo，搞人心态啊

[土澳大狮兄BroLeon | Crypto | AI | Stocks @BroLeon]

《币安 Launchpad 在链上重启了？》

刚才币安钱包弄的一个新产品--豪华版打新 Preime Sale，我看了半天大概想明白是个啥情况了。

有没有发现币安主站已经很久没有 Launchpad 和 LaunchPool 了？原因我很久之前就说过，因为合规在收紧，Pad 直接用 $BNB 打新那是证券行为，Pool 虽然隐晦许多但毕竟是在主站上，风险大大的有。

钱包现在这个豪华打新我看除了针对更大市值，更大募资的牛逼���目之外，其实没看到太多不一样的东西，所以我斗胆猜测一下，这个产品的定位就是用来取代曾经的 Launchpad，用来上币安现货直通车的明星项目。

对位么大家可以简单看看 Buidlpad，因为 Launchpad 和 launchpool 的暂停，目前 @buidlpad 几乎成了币安现货直通车，并随着前几个项目的大火声势越发牛逼，据说排队的项目已经从北京到巴黎了。

所以也能理解作为亲儿子的 @BinanceWallet 推出一个豪华版打新，以区别之前质量参差不齐的小项目们。在 DEX 上的打新没有合规风险了，为什么不自己做呢？看看打新用的金铲子就好了 -- 只有 $BNB ，赋能清晰且单一。

至于是否如我猜测是通往币安现货的 shortcut，需要等第一个项目出来以后再看。

如果我猜的是正确的，只要有造富效应，那么曾经的 BNB 涨跌潮汐可能又会开始， @VenusProtocol 和 @lista_dao 又能躺赚了。

[0xAA @0xAA_Science]

币安钱包要推一个新的预售代币模式 “Prime Sale”，比alpha更早期：
alpha 针对的是已经发币的项目；这个是针对还没发币的项目。

流程：每个用户有一定BNB额度，然后打了之后会发相应的key（而不是代币）。
等项目发币了会自动上alpha，参与者可以领取代币并交易。