Ethan

Build your own trading system; strive to run the casino instead of gambling.

[Ethan @Web3Ethan_]

昨晚的美股给跌麻了😭
而且和之前地域摩擦导致的下跌不同，感觉更多的是市场对未来通胀和降息预期的调整
完了还是高位跳水，目前不晓得下周开盘可以咋v反，后续可能是先转震荡了

[Dustin @r0ck3t23]

Elon Musk thinks coding dies this year.

Not evolves. Dies.

By December, AI won’t need programming languages. It generates machine code directly. Binary optimized beyond anything human logic could produce. No translation. No compilation. Just pure execution.

Musk: “You don’t even bother doing coding.”

Code was never the point. It was friction. A tax we paid because machines didn’t speak human. AI just learned fluent human. The tax is gone.

Now plug that into Neuralink. No syntax. No keyboard. No screen.

Musk: “Imagination-to-software.”

Thought becomes executable. You imagine an outcome, the system architects and compiles it into reality instantly.

We’re not automating programming. We’re erasing it from existence.

The entire profession collapses into a thought. Decades of training reduced to irrelevance. The gap between idea and instantiation hits zero.

You don’t build anymore. You imagine, and it materializes.

Not incremental progress. Total phase shift. The way humans have created things for ten thousand years just became obsolete.

Welcome to a world where the limiting factor isn’t skill, resources, or time. It’s whether you can picture what you want clearly enough for a machine to birth it into existence.

[DiscusFish @bitfish]

个人投资者最大的结构性优势不是信息，不是资金量，是"没有人要交代"。

基金有LP、有回撤线、有季度考核——被迫在最不该卖的时候卖。

作为个人投资者可以用波动率和时间换钱。别人因制度约束在底部交出的筹码，我捡

[Pickle Cat @0xPickleCati]

https://t.co/2ghAA5aLZB

[Pickle Cat @0xPickleCati]

Everyone knows crypto is “macro-driven” now.

But most are still confused about how it actually works, which macro variables matter, or why price reacts the way it does.

These are my brief insights towards crypto pricing in this cycle, and what macro factors would be a red flag for crypto in 2026 👇

To understand what’s driving crypto prices today, it helps to start with some history.

The early crypto cycles were driven by a very different kind of demand.

A lot of it came from black market and shadow economy actors, their surrounding ecosystems, and a group of OGs with a strong cypherpunk mindset.

That kind of capital didn’t care much about macro data or interest rates. The key questions back then were very practical:

> Can it be used?
> Can it be transferred?
> Can it move across borders?

Because of that, crypto had very weak correlation with the broader macro environment during those early years.

What’s changed in this cycle is pricing power (who is setting the marginal price) 👇

As regulated access expanded and institutional capital gradually entered the market, crypto started to be treated less like a fringe asset and more like something that fits into standard asset allocation frameworks.

That’s the point where crypto became highly sensitive to macro liquidity conditions, meaning changes in rates, money supply, and global liquidity started to directly affect pricing.

When you see Bitcoin described as liquidity-driven, sensitive to macro conditions, or tied to real interest rates, this is generally what people are pointing to.

So what does that actually mean in practice?

I think it comes down to two main forces.

The first is dollar liquidity conditions 👇

The market is no longer debating whether rate cuts will happen. The real focus is on the pace, slope, and depth of those cuts.

Over longer horizons, crypto has been highly sensitive to changes in money supply and real interest rates.

When liquidity increases but money itself loses purchasing power, capital naturally looks for scarce assets that can’t be printed at will.

This isn’t a hard rule, but it shows up repeatedly across cycles and helps explain why capital flows into crypto in certain phases.

In plain language: when money gets printed faster and holding cash feels worse, people start searching for things with fixed or hard to dilute supply.

Bitcoin is one of those things.

More bluntly, it’s not that people suddenly fall in love with Bitcoin. It’s that confidence in money itself starts to weaken.

The second force runs a bit deeper and has to do with how markets define and allocate to safe haven assets 👇

We’ve seen traditional precious metals like gold and silver get repriced multiple times across different phases.

That reflects persistent demand for protection against sovereign credit risk.

Even now, many investors still think of Bitcoin mainly as a risk on asset.

But as institutional participation increases, more long term capital is starting to treat it as a complementary store of value.

That shift is closely tied to Bitcoin’s decentralized nature and its supply structure, which is difficult to arbitrarily dilute.

Because of this, I don’t see Bitcoin as replacing traditional safe haven assets. I see it increasingly being used as an allocation option outside the sovereign credit system.

When uncertainty rises and stress in the financial system builds, this positioning tends to become more visible.

Looking ahead, there are a few potential macro factors that I’m monitoring closely ⚠️

> Political uncertainty around the US midterm election cycle.

> Valuation and sentiment risks in AI and broader tech.

> Policy uncertainty in Japan that could disrupt yen carry dynamics and tighten global liquidity.

> Ongoing geopolitical tensions.

> Repricing pressure in sovereign debt markets, especially at the long end of the yield curve.

> And slowing global growth with rising downside risks to earnings.

Any one of these on its own is manageable. But if a bunch of them start to overlap, they could quickly become a black swan and present great risk for global markets.

When you layer this macro backdrop on top of Bitcoin’s four-year cycle, the setup from late Q3 into year end looks structurally more challenging for crypto.

There’s an argument that the four-year cycle is “dead” because of ETFs, institutional participation, and changing market structure. I don’t fully buy that.

I do think the cycle has weakened. I do think it’s less clean and less dramatic than it used to be.

But I don’t think it has disappeared.

Market structure evolves, but human behavior, liquidity cycles, and positioning habits don’t vanish overnight.

The rhythm may be flatter, but the pattern is still there.

Historically, these late-cycle, high-uncertainty phases haven’t been comfortable.

But they’ve often been the periods where long-term opportunities are created.

In simple terms, if Bitcoin were to see a sharp drawdown around late Q3 2026, it wouldn’t surprise me.

That’s typically the phase where I’d be leaning into (furiously) buying, not stepping away or panic.

I’d view it less as a failure of the thesis and more as part of the cycle.

Historically, those moments tend to offer the most asymmetric long-term opportunities.

[larrylawliet.eth @larry_lawliet]

Insider trading is precisely what gives @Polymarket its greatest value. Without insider trading, there would be no price discovery, and without price discovery, prediction markets would lose their core "prediction" function.
High-quality information should be priced accordingly. In the past, it was simply monetized indirectly through other ways; now it's done more directly, and people just can't handle it.🤡

[Pickle Cat @0xPickleCati]

If you wanna stop losing money in crypto, the first thing you should do is STOP day trading.

Because RETAIL day trading is structurally a SCAM.

This is a long post but if you just give me 120 seconds of your time, I swear you'll thank me in a few years.

I’ve been trading since I was a teenager.

I’ve had wins that made me feel I’m Batman and losses that genuinely broke pieces of me I’m still putting back together.

I tried EVERY STRATEGY myself as retail could ever find.

I even day traded for a year thinking it would finally save me, and I failed so painfully it still stings every time I remember it.

> My PNL was so shit to the point that my grandma, who I HELPED set up an AUTO BUY on BTC for, made more money than me.

> Then I became a low-frequency swing trader who barely touches positions, who GETS THE F OUT and STOPS TRADING for a while after a winning move.

> ONLY THEN did my life get better and everything finally start to click.

I’m not a saint. I’m writing this to save the younger, dumb, naive, and painfully impulsive version of me.

First, as a RETAIL DAY TRADER, you’re trading high-frequency with zero real information advantage (no real order flow, no true liquidity map, no market maker positioning, no execution advantage, nothing).

> Do it a few times each quarter, you survive.
> Do it 10+ times a week?
> Even if you have the strongest “discipline” and “risk management” skills in the world, the math will still burry you alive.

Retails don’t fail because they (we) never win.
We fail because we NEVER STOP, and high frequency only has one final outcome.

RUIN.

> This is literally why I built a punishment system for myself if I exceed my quarterly trade limit.

> Every major loss I’ve ever taken happened after a big win where I kept going instead of stopping.

> And every major win I’ve ever taken (and actually kept the money for a long time) was because I caught a big move and then CHILLED.

> Pattern is so obvious it hurts.

Winning is NOT you suddenly made big money.
Winning is keeping that money and not fking losing it next year.

> I’m seeing 14 year olds on TikTok calling themselves day traders, drawing lines on TradingView, thinking they unlocked some daily executable system after buying a guru’s course or Discord.

> It sickens me because if they knew it was gambling I wouldn’t care. At least they’re aware of the game.

> But this day trading meta is bigger than the dropshipping wave in 2016 and 2017. And we all know how that ended.

> People underestimate the difficulty of trading and massively overestimate their ability.

> The issue isn’t just the math. Yes the more you trade and the less you stop the harder consistent profitability becomes.

> But the real problem is younger retail traders GENUINELY believe that with “discipline” and “risk management” they are not gambling at all. They think day trading is a "skill" you can execute like a daily routine.

This isn’t just crypto day trading. The same logic applies to US equities and basically every market.

High frequency only works inside institutions.

> Take US equities for example.
> Do you know what institution traders don’t even look at? Candlestick charts and TradingView.
> They’re on Bloomberg terminals with data retail will never see.

Well, you of course knows this. BUT the 14 to 18 year olds don’t know that. They think their indicators are what all traders use.

And that’s the real danger.
> If you know you’re gambling, at least a part of you knows when to walk away.
> But once you believe it’s a “system”, you never stop.
> You keep clicking until the market empties you completely.

It really is just like a casino in disguise.

> When you walk into Vegas or Macau, you know EXACTLY what you’re stepping into.

> You see the lights, the tables, the dealers, the noise. Your brain knows this is gambling.

> But day trading today is a casino disguised as a COFFEE SHOP.

> New traders walk in thinking they’re here to “learn a skill”, not realizing they just sat down at a table designed to drain them slowly.

So they don’t stop.
That’s the whole tragedy.
Not the losing.

The fact that they genuinely believe they’re not gambling, which makes them keep going until there’s nothing left to lose.

> And those retail traders (like me) you see who look like they’re “winning”… honestly most of them just caught a big move.

> They had luck at the right moment, plus enough discipline beaten into them by previous losses that they finally learned how to stop after a win.

And even then, this tiny group is less than one percent of all retail.

It’s not hard to make money in trading.
It’s just unbelievably hard to keep it.

[Jademont @shanshan521]

币圈正在第二次拯救AI行业

众多周知，当年Nvdia的显卡销量最低迷，在游戏圈卖不动的时候，正是靠着以太坊POW挖矿带来的显卡需求维持收入，并将利润用于研发新技术，最终在以太坊转POS之前等来了AI的大爆发。只是Nvdia似乎现在刻意不提这个事。没有以太坊挖矿，就没有现在的英伟达，也就没有现在的AI大爆发，这个是很难否认��，这是第一次拯救。

最近微软等��业传出消息，说大量英伟达的显卡都在自家仓库吃灰，原因是没有场地开机，其实是被电力限制了。电力很难快速扩张，一个AI算力基地起码要1.5-2年才能建好并通电。于是，他们把目光瞄准了比特币算力公司，因为BTC挖矿也是电力密集行业，目前全球发电量的0.54%被比特币矿业耗掉，这还不算那些没并网没被统计到的电。预计到2027年AI算力行业才能超过这个用电量。看IREN等AI算力股最近的疯涨，其实好几家都是BTC挖矿转AI智算，因此，币圈目前正在第二次拯救AI行业。
我们投资的一家叫Goodvision AI的企业，有全套的场地改造方案，可以帮海外的BTC矿场快速转型成AI算力中心，最近建算力中心的业务接到手软。

未来币圈还会第三次拯救AI行业。 那就是，等到AI Agent大爆发之后，当人们意识到人类那套支付体系满足不了AI的需求，或者AI有意识到不愿意用人类的支付系统，比如银行支付宝等等，AI必然会停止进化, 因为他们可不想被人类扼住经济的命脉，那个时候，已经非常成熟的区块链支付可以被AI直接拿来用，完成第三次拯救。

理解这句话 “比特币不是给人类发明的，是给AI发明的”。 中本聪是AI世界的神。

[0xSun @0xSunNFT]

CBB这篇文章非常有趣，讲了他如何从2020年开始狙击Uniswap上的新币的故事，他在大学教IT的兄弟负责技术，他则找项目和卖出代币，从小资金开始，最终实现超过50M利润。虽然篇幅比较长，但是行文很流畅，好像一个朋友在分享他的经历，读起来挺舒服。

我对他写的内容非常有共鸣，第一个原因是，他分享的经历截止到2021年夏天，而我也正是在那个时候逐渐接触到区块链和币圈，第二个原因是，刚进��的我也和他一样，是小资金玩家，通过类似的方式，慢慢积累到了第一桶金。

我最初接触币圈，是2021年读研一的时候，不知道从哪里听说了“HTMoon”，就摸索着下载了钱包，买了1000RMB的HTMoon和500RMB的猪猪币Pig，没几天就涨到了两三万R，当时一度觉得自己是交易天才，还准备长拿三四年。

之后一段时间，就和无头苍蝇一样，在各个网站看币圈讯息，什么币喊的人多就去买一些，完全没有自己的逻辑，结果自然是折腾来折腾去钱越亏越少。

非常幸运的是，因为我最开始就是用钱包从DEX买土狗币，所以对于币圈的认识不仅仅局限在交易所内的山寨，也花了比较多的时间去研究BSC链上的土狗。一次偶然的机会，在某个币的TG群认识��弘哥，发现他经常知道什么币热度高，于是就加了他，学到了很多东西，例如怎么找早期项目，怎么大概判断项目质量。

也是从那时候开始，我意识到想要赚钱，必须要有自己的优势，可以是技术，可以是认知，也可以是信息。否则在一片混沌的市场中，盲目买卖和赌博没有本质区别。

和现在相比，当时的环境堪称傻瓜模式，你只需要多付出一点点努力，就能超过很多人。那时候很多BSC上的土狗币预售，只要打进去开盘就能赚5~10倍，甚至出现过Babydoge，Minidoge这种千倍万倍的超级金狗。而想顺利抢到开盘，压根不需要脚本，只要用小狐狸提早2~3秒发送16进制数据就可以了。

这并不是因为那时候的玩家比现在笨，而是市场整体不够成熟，尤其是链上，属于极早期，处处是风险，也处处是机遇。我记得我最早听说过的Bot是“买土狗”和“hong”，那批用户后来很多都成为了狙击大神，经常霸榜新币的前排。

那段时间，也正好是NFT的飞速上涨期，我购买的第一个NFT是Lazy Lions，按现在的定义算是BAYC的仿盘，因为觉得BAYC太贵了，所以选了画风相似又比较帅的狮子。我最开始购买的时候，还因为直接在Opensea输入名字，买到了假的系列，万幸又重新去买了真的，不到一个月的时间，地板价翻了10倍。

就这样，靠着NFT和BSC上的土狗，从6月到10月，我用进圈时的几万块，赚到了人生的第一个一百万。而牛熊转变，也正在悄然酝酿，当时的我并不会知道，BTC再次触及$69000，已经是近三年后的事情了。

11月开始，市场直转急下，BSC上的土狗也每况愈下，预售亏钱破发��频出现，我意识到不能再将此作为主要的参与方向。因为正好有交易NFT的经验，一番考虑后，我加入了猫群，并且把重心转移到了NFT。也正是在猫群，我认识了紫菜和民总，后来他们成为了我在币圈合作最多的人。

此后几个月，NFT最流行的都是肝白模式，需要在Discord里聊天、创作、完成各种任务，或是抽奖拼运气，才能拿到白名单，这种模式更利于擅长组织管理的工作室，我并没有什么优势，只是自己搞了20个DC账号，尽量增加拿到白单的概率。但当时的NFT市场非常Fomo，一个白单能带来的利润通常就高达几个ETH，换算成RMB是大几万，对于当时的我而言，已经是非常不错的收入。我也购买了自己的第一个蓝筹NFT：Doodles，并且在肚兜群认识了非常多币圈好友，直到现在，还有近1/3群友来自当时的肚兜群。

肝白模式的��病显而易见，大部分白单最后往往流入工作室和老鼠仓手中，属于纯粹的抛压，而市面上的NFT项目越来越多，二级买量被分散，再加上项目方定价越来越高，此消彼长之下，利润空间就越来越小。其实不难发现，每个赛道红利的衰减，基本都符合相同的规律，工具越来越普及，后信的人慢慢成了先信的人，财富效应也就逐渐减小了。

转机出现在2022年春节后，越来越多高质量NFT项目选择了直接Mint的方式发售，而当时的我经过大半年的摸爬滚打，收集信息和分析项目的能力都大有进步，通过各种工具软件和消息渠道，我经常能发掘出早期项目，并正确判断是否存在利润空间。相对二级交易，这种参与链上一级市场的思维，在当时算是比较领先的，也因此，我的推特和交流群都逐渐有了名气。

将投资/投机��解开，核心就三步，获取信息、做出判断、正确执行。当时我的前两步已经做的不错，为了进一步扩大优势，我开始研究如何在执行层面优化，这也正是CBB的长文让我最感同身受的地方。从最初摸索着在Etherscan上通过合约Mint，阅读智能合约代码了解相关信息，到学习使用Mintech、MetaSniper、Thunder等Bot，再到尝试各种节点和服务器实现零区块Mint，背后是许许多多足不出户的日子。

我最出名的NFT战绩应该是Doge Club，成功判断了项目方的公售逻辑，抢到了2000个，最后获利100多ETH。虽然这几十万U的利润现在看来不算太惊人，但是放在图狗时期已经非常夸张了。这也是回想起来我觉得很幸运的一点，参与NFT一级市场，虽然单个项目利润往往不会太高，但是亏损也非常有限，盈亏比十足，很适合小资金逐步积累。

���外不得不提的是，Abot也始于NFT时期，用户基础从几个群的群友开始，逐渐称霸中文区。到后来，无论是铭文还是Meme币交易，Abot都表现卓越，甚至直到现在，大部分交易Bot都沿用了Abot监控、看板、交易一体化的设计。A神选择激流勇退，对用户是遗憾，对他自身则是圆满收尾了。

2022年5月，猴地发售结束后，我出售了大多数Mint到的土地，并用部分利润以160E的价格买了一只BAYC，当时的地板价，相比起我刚进入币圈第一次看到这些猴子图片的时候，已经上涨了130倍。彼时彼刻的NFT，是真正的人声鼎沸，各界名流纷纷入场，甚至上市公司都购置无聊猿以显潮流，人们满怀对元宇宙的憧憬，讨论着自己能不能在仅有一万块的猴地核心区分得一席之地。只有极少数人能意识到，这场华丽演出恰好标志着一场宏大叙事由盛转衰，一年后链上的重心将彻底从NFT转移到Meme币，而新世界的大门，已经悄然向我打开。

[Ethan @Web3Ethan_]

@0xPickleCati Reduce leverage, manage positions, boost cash flow, and patiently DCA for market rebound🙏

[JackYi @Jackyi_ld]

持续逐步买入，在美国政府开门之前，都是巨大的机会，不用担心ETH现货，ETH基本面没有变化，稳定币规模持续增长，美股风险短期内不大，看好11月下旬后的行情。

[Yi He @heyibinance]

Pessimists are always right, while optimists always move forward.

悲观者正确，乐观者成功。

[UNICORN⚡️🦄 @UnicornBitcoin]

币圈，最大的知识付费平台。

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SEC听证会、灰度诉讼、现货ETF审批、拜登讲话、特朗普竞选、央行数字货币试点、港币稳定币、亚洲交易时段、香港Web3政策、全球监管动态，哪个我不是紧跟？

BTC、ETH、SOL、AVAX、ARB、OP、ZK、L2、DePIN、RWA、AI币、模因币、GameFi、SocialFi、EigenLayer、Restaking、TON、Celestia……哪个赛道我不清楚？

比特币矿机、算力难���、全网算力、芯片能效比、矿工抛压、矿机更新迭代、矿场电费结构、云算力收益率，哪个产业链我不研究？

公链、侧链、跨链、预言机、DEX、CEX、钱包、RPC节点、zkRollup、Optimistic Rollup、桥、流动性质押、稳定币协议、借贷协议、清算机制，哪个我不门清？

AI、RWA、GameFi、DePIN、Modular、Layer3、zkVM、Restaking、Account Abstraction、MEV、Bot交易、量化套利、交易所做市、V神推文、CZ动态、孙割新币，哪个叙事我不跟？

白皮书我看，KOL我听，推特空间我泡，Discord我混，链上地址我查，合约代码我抄，哪个信息我不懂一点？

晚看美股，白天看币圈，周末看币安期货，一有波动立刻盯盘，BTC动一千美金心跳加速，ETH掉两点血压升高，手抖心慌还要强行补仓。

马斯克发推、灰度减持、贝莱德增仓、香港ETF通过、拜登讲话、CZ发文、孙宇晨转账、某链宕机、鲸鱼抛售、交易所上新、热榜爆炸……哪个我不是分秒跟踪？

心理学、博弈论、行为金融学、量化交易学、宏观经济学、《如何野外生存100天》、《大悲咒》，哪个我不背不看？

“代币解锁”“项目方跑路”“流动性枯竭”“锁仓期结束”“DAO投票失败”“链上投票异常”“安全事件”“智能合约漏洞”“巨鲸拉盘砸盘”“币安又宕机”“SEC又发通告”，哪个我不心惊肉跳？

身价百万的大佬发推我得点赞，亿万级基金抄底我得跟进，哪怕亏成狗，也要研究“机构在吸筹”。

这么多知识，这么多刺激，亏钱的痛感、爆仓的快感、追高的心跳、止盈的幻觉，全都让我深度学习人性与金融。

在币圈，我只需要一万美金，所有知识都能让我亏出博士水平。

玩币圈，什么黄赌毒都��引不了你，一天波动千八百美金，神经都拉满。
所以年轻人，一定要炒币啊。

[0xSun @0xSunNFT]

看了下，这两天强势的山寨大概是以下几个板块：

1、隐私币，龙头Zec，监管放宽，纳瓦尔领衔喊单，金融主权、去中心化等话题延伸。相关的有之前介绍过的隐私+ZK赛道次新币Prove，老牌隐私币XMR，Dash，Zen等等。

2、Hyperliquid，HIP3的推出，真正的链上金融市场，无需赘述。相关的可以看看Perp Dex赛道和HIP3相关的标的，但是我感觉Hype已经不仅仅是一个Perp Dex了。

3、X402，其实是已经被市场讨论了挺长一段时间，但是相关标的一直不温不火，直到Ping以Meme的形式出圈才彻底引燃。X402是用于AI智能体之间的支付协议，所以也带动了一批相关的山寨���涨，例如Virtual，Clanker等等。另外Eigen其实也很早就和谷歌合作推出了AP2，其中就包括了用X402实现加密支付。

以上标的我会作为近期主要观察对象，后续如果市场大跌，也可以优先选择，往往强势币的反弹是最迅猛的。

[Ethan @Web3Ethan_]

@liuwei16602825 早上看到咖哥推文后买了一点 一倍出了，感谢咖哥的分享🙏

[0xSun @0xSunNFT]

错过了Bome，我想可能不会再有三天几百倍的预售了。

踏空了Neiro，我觉得很难再有15M上线币安现货的代币了。

卖飞了Goat，我不知道下一次能拿到赛道龙头1%筹码的机会要等多久。

即使抓住了马斯克喊Pnut，我也在想，不会有比这更夸张的事了吧？

焦虑过，迷茫过，懊恼过，从未停止过，因为我享受挖掘项目、靠认知下注、再被市场认证的过程，焚膏油以继晷，恒兀兀以穷年。

日复一日的枯坐，像西西弗斯推动巨石那般不知疲倦，而天道终将酬勤。在底部大仓位买到特朗普亲自下场发的Meme币，是做梦都不敢想的剧情，如今却照进了现实。

容易感到疲惫的，是做社区和推特这两件事。一个人玩，只需要顾及自己的盈亏，也可以承受更大的风险，而带大家玩，需要考虑一个币适不适合集体上车，还要时刻提醒大家止盈，毕竟利润回撤对大部分人而言是很难受的。好在社区氛围一直很不错，这些事不会真正让我觉得心累，只是一定程度上会影响我自己的操作。

推特就更不必说了，我之所以一直用明牌地址，就是为了公开透明，至少你可以看到我的操作和分享是知行合一的，这也是我认为链上最大的优点，即使这样，小黑子也总能找到角���，亏钱是我菜，赚钱是我有内幕，甚至说是我开的盘子，各种造谣抹黑数不胜数。

可能很多人都不知道，“月底的0xSun”这个梗一开始也是别人用来黑我的，说我快到月初收群费的时候就营销一波，结果硬生生被我一次次在月底抓到金狗变成了吹我的梗。他们不知道我的群累积了几千份申请没有看，哪怕群友推荐的朋友也要等上几个月才有位置，从第一个月到现在三年多每个月都是爆满，我需要做什么营销呢，我的地址就是最好的营销。

正好快过年了，我想也是时候休息一阵了。当然我不会退圈，交易还是会做，有意思的项目还是会分享，只是可能适当降低一些频率，思考思考未来的路。

再一次，感谢各位一路以来的支持。最后，以查理芒格的一段话作为结尾吧：我们的经验往往会验证���个长久以来的观念：只要做好准备，在人生中抓住几个机会，迅速地采取适当的行动，去做简单而合乎逻辑的事情，这辈子的财富就会得到极大的增长。上面提到的这种机会很少，它们通常会落在不断地寻找和等待、充满求知欲望而又热衷于对各种不同的可能性作出分析的人头上。这样的机会来临之后，如果获胜的几率极高，那么动用过去的谨慎和耐心得来的资源，重重地压下赌注就可以了。

[安东尼Anthony @1kbxx]

https://t.co/3aKomjY9ui
看了六个AI跑量化策略 以及他们各自的观点 太有意思了 你说AI不聪明嘛 肯定聪明 但是每个AI的观点和操作都不一样 恰恰说明了每个人炒股炒币都有不同的方法 每个思维在不同的行情里也有不同的表现

[Ethan @Web3Ethan_]

点位、仓位和风险管理
不懂哥在风险管理那部分，介绍了睡前挂止损单来预防黑天鹅的策略，在1011那波中就能很好的保护住自己。

[如果我不懂 @butaidongjiaoyi]

https://t.co/UQxv3dxfzl

[Ethan @Web3Ethan_]

复盘：没慧根就要学会跟
上午看到冷静哥的帖子后，挂了hype-43.8-5✖️的单，设好止盈止损，到下午就➕26%了，respect🫡

[冷静冷静再冷静 @hexiecs]

Gut says equity perps will be a game changer, just made my first $HYPE buy.

Hyperliquid