johnnylee

Learn to earn.
Admin of CLL community.

[johnnylee @johnnylee000666]

@VoxVex000 今年

[VoxVex❄️🪽🥾 @VoxVex000]

我以为 $ARM 财报前要砸，留了一半仓位来填，没想到盘后大涨 +9%

关注今晚走势，博弈财报的聚焦～ 会不会继 $AMD 后又一个疯涨chip股？

📅ARM 财报:
5/6 周三 美股盘后 = 北京 5/7 凌晨 4-5 AM
Conf call: 5/6 5:00 PM ET = 北京 5/7 早 5 AM

[johnnylee @johnnylee000666]

@VoxVex000 😅😅

[VoxVex❄️🪽🥾 @VoxVex000]

类比币圈打法：

最基础认知沉淀，我过去把工资all in $BTC + All in $SOL 生态 + alpha的 打法，让我有了不打工的实力；

现在我把它transfer到美股刚好一年，当然我入美股是2017年，吃了一波 $NFLX 后面停了去创业。去年全面回归，我从来先是把住周期，再做落地。

我的逻辑：
T1 Anchor，T1就像 $BTC ，你们跟我贴过来知道我死拿的是 $GOOGL 不是 $NVDA (此处不马后炮赘述/时间线和社区都有记录)，现在盈利 40%+，不急，这是最稳复利，感谢巴菲特和我做同事，木头姐昨天还在大举买入帮我垫背 ～ 不要去想顶，人类的疯狂不是逻辑能判断的。

那么其他T1 我认为会是（因你个人喜欢来选）： $AVGO $LLY $MU $TSLA $AMD $ASML $NVDA ...这个定好了，状态就稳了，没必要进进出出 （我认识1-2个fomo的同学，连ETF都要做波动，心态差到1P，我不知道他们怎么能搞到钱 to be honeset）

关键是 T2 Alpha ，如同我 2023年下旬 all in $SOL 生态 （我还记得有圈内同学写了介绍我的小作文@我），我肯定是选 AI里的细分赛道，这个特别考验人，抓 alpha啊，难呀，做别人想不到做不到的事！我一直在漏出来一些我的行动，保持心得～

T3 Specialty 如同抓其他散落的alpha，更多是小仓参与博弈长尾，如同我突如其来收到的项目空投，前提是保证自己卡在生态对的位置。

希望战略层对你有启发，不要战略懒惰！

[VoxVex❄️🪽🥾 @VoxVex000]

V-FITS® Alpha: 5X BTC Gains Validated, Now Positioning for the AGI Breakout ｜5 倍 BTC 收益已验证，现全面布局 AGI 爆发

From accumulating $BTC at $19K in 2022 to full liquidation at $100K in 2025, V-FITS® Alpha has validated its core principle: "Shut out the noise, follow the discipline." Now, I am pivoting exclusively to AI and Biotech, driven by the conviction that the 2026 AGI Singularity will trigger an explosion in infrastructure exceeding 5x return. I am here to document the process of this emotionless quantitative framework capturing the greatest wealth transfer of our time.

从 2022 年在 1.9 万美金逆势建仓 $BTC 并于 2025 年在 10 万美金清仓离场，V-FITS® Alpha 已完成“屏蔽噪音、唯有纪律”的实战验证；现在，我将重心全面转向 AI 与生物科技，深信 2026 年 AGI 爆发奇点的底层基础设施层将释放远超 5 倍的增长潜力，我将全程记录这套去情绪化量化框架捕捉时代财富转移的真实过程。

[johnnylee @johnnylee000666]

@VoxVex000 太造了🫡

[johnnylee @johnnylee000666]

@VoxVex000 🤗

[Abstract @AbstractChain]

Loading… ✳️

[ANITA @ANITAONINKCTO]

This trio hits different💜: @inkonchain + Inky + @krakenfx

[ANITA @ANITAONINKCTO]

ANITA breaks it down: Ink vs Base

Early eyes see the upside. Don’t sleep 💜

[johnnylee @johnnylee000666]

@DavidLe6978 @anoma okie thanks dude

[johnnylee @johnnylee000666]

@anoma WE NEED CODES

[Anoma @anoma]

Intents + ZK will unlock a new era of trustless interoperability.

[Anoma @anoma]

Where winter’s grip holds firm and long,
The frozen shrimp sings an eternal song.
Beneath the drifts of pristine white,
Lies hidden an important sight.
Crystals formed by nature’s hand,
Contain the code to understand.
The spiral starts toward the sky,
Furthest from moon's gazing eye.
When night turns to day and lights up the snow,
The crystals' truth at last will show.

[johnnylee @johnnylee000666]

@DavidLe6978 @anoma what can we do now btw

[johnnylee @johnnylee000666]

@DavidLe6978 @anoma why

[何币 @hebi555]

MONAD 将于 9 月 29 日上线：CoinMarketCap

[johnnylee @johnnylee000666]

Future Features,
Next Steps After Dynamic Positions:
Rebalancing functions: simplified position adjustment,
Bundled transactions: operation grouping for efficient management,
Elimination of need for full withdraw and position recreation

[johnnylee @johnnylee000666]

MeteoraLP Army Contributors Form - New Initiative,
Key Details:
URL: https://t.co/MmK3eKtbsZ (only official one),
Period: December 1, 2023 - June 30, 2025,
Submission deadline: until August 8 (2 weeks),
Coverage: all off-chain activities outside LPing,

[Meteora @MeteoraAG]

Join @0xmiir and @0xSoju tomorrow at 2:30 PM UTC for the next Community Call.

This week -- we will release <redacted>, a key part of how Meteora will reward and grow the @met_lparmy, to take over the world.

(alongside a major product update).

[johnnylee @johnnylee000666]

Points System Updates,
Current Status:
Final testing,
Processing blacklisted pools and edge cases,
Updates expected next week