Va♰oshi🪢BIP-110

Exit fiat. End slavery. Defund the state.

[Va♰oshi🪢BIP-110 @Vatoshi]

The Endgame of Money

In 2018, I was a Chinese college student deeply interested in finance when I first came across Bitcoin online.

At the time, I was teaching myself finance and reading macroeconomics every day. My understanding of “making money with money” was still pretty simple: buying fixed-income products from financial institutions, or maybe owning some gold.

Then I saw people talking about Bitcoin.

Some were claiming Bitcoin would reach $100,000 by 2021.

So I started researching it, partly driven by the dream of getting rich.

Ironically, the guy who first told me to buy Bitcoin was just some random internet influencer selling paid group memberships and courses, with no real trading track record at all.

But he did tell me one important thing:

“Use cold storage. Keep your Bitcoin on a Trezor.”

So I started searching what Bitcoin actually was.

I found the Chinese translation of Satoshi Nakamoto’s whitepaper.

I couldn’t understand any of it.

As someone who mainly studied history, geography, and politics, the entire paper looked like incomprehensible scripture to me.

So instead of trying to understand the technical details, I decided to study the community around Bitcoin instead.

I read forums, discussions, debates, and what other people thought about it.

Luckily, back then the Chinese Bitcoin community still had many true believers passionately explaining Bitcoin and trying to communicate what it actually meant.

I learned a lot during that era.

And then one day, something suddenly clicked.

In a country like China, under an authoritarian government, the ability for an individual to freely hold and transfer value — without government permission, surveillance, or even awareness — is unbelievably rare.

Actually, not rare.

Unique.

My family had already experienced political persecution under the Chinese Communist system, and our family wealth was wiped out because of it.

So deep down, I always understood how dangerous unchecked political power could be.

Life in China revolves around power. Everything revolves around political authority.

There’s a famous saying in Chinese society:

“If they say you can, then you can — even if you can’t.
If they say you can’t, then you can’t — even if you can.”

And then I realized:

Bitcoin solved this problem.

My first impression of Bitcoin wasn’t “digital gold” or “fixed supply.”

It was the realization that human beings could finally own a form of value transfer that nobody could control.

And once I realized that, another thought shocked me:

“How is this thing not completely banned in China already?”

(Or at least — not successfully banned, despite many attempts.)

Because any form of freedom is incredibly precious for people living in China, even if many Chinese people themselves don’t care.

So honestly, I barely even researched the price.

Compared to ownership beyond political power, valuation felt insignificant.

I bought as much Bitcoin as I possibly could during the early 2018 bear market, around an average price of $10,000.

Only after moving it into my Trezor did I continue researching more deeply.

That’s when I discovered Austrian economics.

I started reading Ludwig von Mises, Friedrich Hayek, and The Denationalization of Money.

And then I arrived at another conclusion:

Bitcoin has no valuation ceiling.

Whatever wealth humanity ultimately stores economically, divided by 21 million.

Of course, that sounds too extreme.

So let’s use a smaller assumption.

If Bitcoin absorbs just 1% of total global wealth, then by 2026 standards, Bitcoin already justifies prices around $150,000.

Back then I never built complicated valuation models.

I simply felt, instinctively, that this thing had no ceiling.

[Va♰oshi🪢BIP-110 @Vatoshi]

@Crypto_Z_S 嗯 彻底老实了😇😇😇

[Va♰oshi🪢BIP-110 @Vatoshi]

对我自己最痛苦的就是现货/波段/高杠杆短线几个不同思路在我脑子里打架

但我总是拆分不出来 互相干扰

难受死了，微死感

[Va♰oshi🪢BIP-110 @Vatoshi]

路线4:止损！！！！！！！！！

[Va♰oshi🪢BIP-110 @Vatoshi]

暗黑4你改了什么jb啊我的死灵技能树都看不懂了啊啊啊啊

[Va♰oshi🪢BIP-110 @Vatoshi]

ZeroCash

[余人sama @yuren477]

现在区块链都是来搞笑的吗？拉一波盘再无限增发，高位发货给家人们，真信了隐私叙事这辈子是有了。

[Va♰oshi🪢BIP-110 @Vatoshi]

@brian_armstrong Since China refused Bitcoin and abandoned their advantages on Bitcoin industry America will keep leading the world in future for decades and decades

[Va♰oshi🪢BIP-110 @Vatoshi]

@tomatocannon 和maxi没关系 搞投机搞的

[Va♰oshi🪢BIP-110 @Vatoshi]

@Finecollp 我是啥人都看

然后就会经常出现我关注的两个老师互相吵架的神场景😅

[Va♰oshi🪢BIP-110 @Vatoshi]

都对 都不对

[老三&猫 @laosanhemao]

喜欢一个人，就会去尝试了解他的全部，他的过去 @hazenlee

无意间看到几个黑李哥的，看不下去了，这里就不@ 出来了，不想给他引流

理由就这几个
李哥带人空美股了，还踏空这段牛市涨幅
李哥四月让人定投sqqq，三倍做空纳指
李哥黄金空早了，6月份3500空的

因为我对李哥的了解不算特别多，我也不在李哥的付费群里，我用我的理解来给你一一解读

1.李哥带人空美股了，还踏空这段牛市涨幅
五月，很有意思的一个月，在战争还没有停止的前提下，AI彻底大爆发了。

韩国股市本来就是芯片和半导体的巨头，所以这波能炒到直接熔断，而美股这一个月，只有ai股科技股，在情绪面推动下疯狂往上涨

五月真的是美股牛市么，如果你仔细观察，你会发现
科技股虹吸了各个领域的资金

不仅仅是币圈在被虹吸，美股的消费板块，金融板块，甚至没破年初的新高，可口可乐，麦当劳，美国银行
打开走势图，你会发现他们今年的涨幅居然是负的

牛市就应该百花齐放，应该是各个行业板块的资金流入

而现在，美股不断新高，币圈一摊烂泥，消费，金融，医疗板块资金不断流出，远远跑不赢指数

这哪是牛市，这是独属于ai的牛市

你可以骂李哥在前半年空美股，是认知不够，没考虑到AI会这么强大，给美股狠狠的续了一波命

但是，这个月情绪面的FOMO式上涨，AI带动着整个美股涨，涨到连小红书姐妹，连商k女都知道来美股捡钱

在这个时候，你不应该冷静想想，AI真的有吹的那么强吗，新出的各个AI工具，你都用过吗，值得虹吸其他板块资金吗

这样的环境下，很多交易员比如 @Paris13Jeanne 教主都已经清仓美股看空，你告诉我这是起涨点，呵呵

2.李哥四月让人定投sqqq，三倍做空纳指
不同环境有不同的做法，当时是什么情况呢，给大家回忆一下：

川普被东大搞生气了，向全世界加征关税，还要跟东大打关税战，格外关税145%

然后呢，懂王发现，跟东大打架，怎么他那边没事，我这边人民都处于水深火热啊，赶紧和东大和谈了，但关税还要收啊，咋办呢

懂王选择给非常信任、支持自己的小弟，日本，韩国，
加征关税

这就像在一个班级里，有一个孩子王叫胖虎，你可以理解成美国

在16～24年，胖虎带着小夫，还有一帮小弟
把大雄，也就是中国，堵在厕所了，
就是学校的那种堵厕所，但是没打起来

而25年，也就是去年，胖虎又带着小夫准备碰一碰，看起来几个人要真打起来了，

意料之外的事情发生了，两人碰完肩膀后，胖虎突然一把搂住大雄，就是兄弟那样的搂，转头告诉大家

我和大雄是朋友
我们关系非常好
我从来没有要打大雄
以后这个班，我和大雄说了算

然后胖虎就转头收拾小夫，收拾他的一众小弟，从小弟手里爆金币

胖虎是真的想和大雄做朋友吗

不是，很明显，他发现打不过大雄，但又要好面子
所以转身去收拾他的小弟了

从川普上任以来，做出的种种事情，用四个字来评价，
倒行逆施

他做的事情，最大的影响，
就是动摇了美国小弟的信心，
还有那些崇拜美国的人，
对美国的信心

在过去，美国在大家的心中，是全世界灯塔
是全世界人民都向往的地方，

但是，川普搞的这些政策，
严重动摇了这个灯塔
他把灯塔上的灯，灭了

这就意味着，美国会走好几年的衰运
就像2000年那样，长达数十年都一蹶不振
在当时，推特有个几百万粉丝的大V， 立党
也删掉了头衔中，长期定投纳指的标签

因此，在当时的背景下，李哥才让群友定投sqqq，看空美股，他才会说

这波最看好的避嫌资产，就是黄金和人民币资产
因为没有AI，未来走势也大概率如李哥所言。

但是，AI真的太强太tm牛逼了，让李哥没想到，ai给美股成功续上了命，输了一波非常非常大的血，让全世界的资金，尤其是币圈，都来拥抱科技

3.李哥黄金空早了，6月份3500空的

炒黄金的人都知道，黄金最大的多头是谁
是以中国为首的各国央行

买黄金的投资逻辑很简单

做空美元

什么意思呢，就是你认为美元不靠谱，会贬值
那你就买黄金

美国政府这些年的各种行为，其实都在打击美元
试图让美元贬值。

川普去年一直想要振兴美国制造业，
制造业要起来，货币贬值是首要条件，
否则你生产的东西这么贵，谁来买

还有32万亿规模的美债，每年光利息支出就占财政收入的一半，要还债，不得大量印钞么

美元一旦贬值，最担心的，不是我们这些人
而是各国的央行

普通人手里哪怕好几个亿，算有钱了吧
但是各国的央行，手里都是几千几万亿级别的

你川普要这么搞，那不胡闹么
所以全世界的央行，都怕手里的美元变成废纸
于是都开始纷纷买黄金
实物总比你一张纸靠谱吧

所以，投资黄金的诀窍，
就是看各国是不是还在买，
什么时候该卖呢，
就是看央行什么停止买，或者开始卖的时候
你就可以跟着卖

而央行早在23年开始购入黄金，李哥看空黄金的时候，正是央行短期停止购买的时候
而今年二月，俄罗斯宣布降低黄金储备

人都会有犯错的时候，没有谁会一直对下去，李哥做为交易员，看空也会做空，李哥有过很多极其精准的判断，这次才会去尝试摸顶

而对于我们普通人而言，优质资产，
看空，但是不做空，
做空来的很快，但是优质资长期都是上涨的
情绪FOMO最严重时，不要追高

记住，资金只有在涨势中才能撤离

[hodlonaut #BIP-110 @hodlonaut]

This Once Bitten episode with @Princey21M and @mattkratter is fire. Mandatory watching/listening.

[HMLE @1hmle]

The main lesson in Bitcoin, and life, is keep it simple.

Ain't nothing gained by continually adding complexity.

This lesson will be hard learned in the coming days, whether you're an economically illiterate power trippin Core dev, or a fiat thermo financial engineering genius.

[Nick Szabo @NickSzabo4]

@HiyokoLP Yes, I strongly recommend running Knots not Core.

[Va♰oshi🪢BIP-110 @Vatoshi]

@aShitcoinTycoon @Arthur_van_Pelt @chunshengzhang3 Means the community agrees on it

[Killa @KillaXBT]

Probably the most important $BTC analysis.

It doesn't take a genius to see that the drops are getting less aggressive with every cycle.

2015 retrace = 35.82% addresses in profit.
2019 retrace = 40.47% addresses in profit.
2022 retrace = 45.11% addresses in profit.

2026 retrace = 51.12% addresses in profit.

We are seeing a 5% increase each cycle. So do the math.

45.11% + 5% approx = exactly where BTC is now.

Hindsight is a b*tch when the weekly/monthly looks disgusting.

[Va♰oshi🪢BIP-110 @Vatoshi]

@watice555 我只是感觉很后怕

当炒股能被人说成是最好的职业/发财路去推荐的时候

后面下场都不会好

资本市场的底层价值还是需要牛马干活产生

科技公司在上班的人也依旧需要上班，而不是全都去炒股票

真实价值依旧是人类产出的，而不是钱本身，钱本身没有产出价值的能力

[Va♰oshi🪢BIP-110 @Vatoshi]

@joao_wedson And below LTH at 48k rn

[Va♰oshi🪢BIP-110 @Vatoshi]

@Arthur_van_Pelt @chunshengzhang3 Same opinion

That's why although I'm supporting BIP-110 but it seems still hard to success to me

And also that's the reason why I like XMR refuse ASIC , and that's the question I will never understand why BTC doesn't do the same

[Va♰oshi🪢BIP-110 @Vatoshi]

@heyibinance @binancezh Binance Everything.

[Va♰oshi🪢BIP-110 @Vatoshi]

改变真难啊
我还是喜欢梭哈

[华尔街没有名字 @WallStreet0Name]

人生中第一次靠交易挣到大钱后，要学会提现盈利，改善生活

19年7月，我3天挣了300万人民币，提现200多万，留50万以小搏大。
买了台3万的macbook，办了一年的酒店游泳卡，从此踏入交易之路。

[Tom McClellan @McClellanOsc]

Bitcoin is getting oversold, but over its history the REALLY oversold conditions have come at a deeper deviation below the 200MA. Using PPO with (1, 200) settings lets you see that deviation nicely.

[Va♰oshi🪢BIP-110 @Vatoshi]

“那个完整世界，也就是120万亿美元M2货币所在的世界，会由机构级、高度合规、监管完善的平台来主导。这就是为什么几乎每一家宣布要实施和整合稳定币的大公司，都在采用USDC。所以，我们对未来以及自己继续获取这一机会的能力非常有信心。”

USDT哪儿来的路边一条，正规军进场了，滚去玩黄金稳定币吧

[lufei @lufeieth]

Jeremy 的这场AMA，大家提的问题都是最近CRCL投资者最关心的，包括近期USDC流通量不增长、股价下跌、资金从加密流向AI等。干货极多。

也讲了USDC、ARC的更深层次愿景和价值。看完绝对能给CRCL投资者充值信仰。😄