xleopard 🧙

I am free to help solve middle or high school Math, and it is totally free, I would love to do it. Just follow me, and tweet me your math problems~

[wu fan @wufantouzi]

蔚来从1块多到60多这段
我吃到了

其实很好理解
当初我1块多买蔚来的时候
蔚来现金流快断了要倒闭了
那时候市值才20亿美金
但当时它是中国唯一一家新能源上市车企
对标特斯拉

随后合肥政府出手
100多个亿债或者股挽救了蔚来
蔚来暂时摆脱了死亡威胁
而且同期tsla在上海工厂的利好下股价大涨
唯一的国产对标蔚来自然跟着水涨船高
那时候的景气度
就和今天的长鑫长存对标三星海力士美光一样

但今天不一样了
新能源车企扎堆上市了
而且大家都在卷
没有哪家车企真的说自己一定能笑到最后
景气度大不如前
蔚来小鹏理想当前的市值
其实都不如这些年他们累计的融资额
新能源的竞争还没有结束
但是他们的美好故事已经提前结束了

所以当前对长鑫长存以及相关联股票
我都���太建议追高
AI 存储芯片这些
差不多就是2020-2021的新能源汽车
���期股下来的时候
比汽车股还要可怕

找到下一个范式转移的行业
比去相信一个已经兑现的故事
最终收益可能要打的多
比如稳定币的趋势很明显
但很多人还没有用过
200亿美金的crcl那么便宜
但是很多人还说贵
等人人都开始知道什么是稳定币
生活离不开usdc的时候
crcl就飞到风口了

[Winter Capital @WinterCapital_]

没有互联网之前，消费里面最大的价值是品牌，有了互联网之后，渠道也可以是非常有价值和生命力的资产。

[xleopard 🧙 @youzhe]

Cool

[PepeCat TenKai 🎐 @10kai_nft]

📝Daily Peplicator Analytics [Apr 19]
- ETH: $3092
- FP: 0.0419 ($129 usd)
- Market Cap: $2.85 mil
- Listing ⬆ to 1148 (5%)
- Unique owners @ 4329 (20%)
Shop for your favorite authentic pepe NFT Today
#pepe #eth #nftart #peplicator #pepeverse #pepening

[xleopard 🧙 @youzhe]

锁仓是出货的良机

[Farokh @farokh]

Same same but different

Few

[Farokh @farokh]

This is an awesome ad by @krakenfx about the Bitcoin halving and what it is, something good to send around to normie friends!

[Immutable Edge 🧵 @ImmutableSOL]

BTC community meme about the Magic Internet Money, wizard for YEARS and YEARS.

Memes weren't forced to artificial pump a dog/cat coin.

They were just genuine.

NOW, after 11 years we have a token to speculate on the wizzard, i am going to miss it?

Absolutely fk not. $wzrd

[xleopard 🧙 @youzhe]

机会属于花心思研究和耐心等待的人

[CXO.Adam🗡️ @cxo_no]

又是老生常谈的话题，“哥，我错过了木偶系，拍断大腿，还有什么密码吗？”

确实很多密码需要很强的时效性，比如冲开盘，晚几分钟就天差地别，但赚钱的方式有很多种

真正能上大仓位的资产，其实都有足够时间研究和多次进场机会，比如 小青蛙(0.001-0.005B 2个月) / $ORDI / $SATS / $STAMP /OPIUM/PUPPETS/ $DEGEN / $ENJOY 等等等，我都是低市值时发过多次推文和Space聊到

平时我的推文更新很频繁，基本除了在小狐狸氛围组群和熟人小群讨论完，当天就会发出来，问题是早期无人问津和没大众看好情况下，你真的会当回事吗？

机会属于花心思研究和有耐心等待的人，所谓密码，信息很多都是公开的

[xleopard 🧙 @youzhe]

Is it the $Kong time now?

[Edward Snowden @Snowden]

Everyone in the world needs to see this.

Note that this footage permits no room for "it was a mistake," showing repeated, specifically-targeted strikes on the unarmed and even wounded. The sort of behavior the ICJ explicitly forbid in the genocide ruling against Israel.

[xleopard 🧙 @youzhe]

Merlin Aevo Base

[xleopard 🧙 @youzhe]

@BigWiseCrypto Cool!

[xleopard 🧙 @youzhe]

#NewProfiePic I bought an ordinal from the collection of @taprootpunksbtc , happy to be a wizard.

[xleopard 🧙 @youzhe]

Wow

[Andrew Kang @Rewkang]

We are going to reach some serious levels of mental retardation for memecoins this cycle

Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tickets in, but the payouts and odds aren't the same. That's where the skill comes in - the jackpot winners don't come from pure luck, but ability and everyone believes that they can find the next winner. And the more people that they get to buy the same tickets at them, the more likely they and their friends win - that's the best feeling - winning together. It's a mullti player money game with virality built in.

Study the scale of the traditional global lottery industry. It generated $300 billion in sales in 2020 - with half the population of the US playing. Now imagine the valuations of memecoins if a capital injection of that scale were to flow into them.

Last cycle was actually the test pump for memecoins - kind of like bitcoin's test run to $100-1000. This time we get the real pump after there's been a cycle proving their product market fit, how they've changed lives and increasing global acceptance.

I believe that memecoins are going to outperform everything else in crypto by a wide margin. The masses won't care about the 4th liquid restaking derivative or whatever fancy new technology that results in some benefit in throughput. They won't fall for the 10000th DeFi farm which even retail know are self referential ponzi like house of cards. Memecoins are just a much more pure and upfront speculative vehicle. Those that are overweight DeFi/L1s are at massive underperformance risk. Could very well see $ETH moving 50% from here while memecoins return 5-100x in size.

This cycle, we will see a new generation of new money memecoin elites being minted just like many of the old guard/whales were minted with $BTC, $ETH, $SOL

[xleopard 🧙 @youzhe]

配置点pepe

[xleopard 🧙 @youzhe]

我用solana初始钱包3买了一台solana2手机，邮箱是thenext

[xleopard 🧙 @youzhe]

I just preordered #Chapter2 from @solanamobile! If you missed out on Solana Saga, don't miss out on what's next, and the chance to refer others and climb the leaderboard. https://t.co/NPCiqEq8ua @Stonetoday

[xleopard 🧙 @youzhe]

@srpeters 6yoRYht61Y3VAN3FMtRSVPuJVhXHAQVJny36ujmRVbW1

[xleopard 🧙 @youzhe]

@bitcoinworld420 CVL6hg7REwxRcsB9dsL2CmOaELTB8JYnvZQKgM22siaX8cVEEYhuxSX78duH4NpQRp80fJbmnLudER3N3dL9hg==

[xleopard 🧙 @youzhe]

难

[Winter Capital @WinterCapital_]

吹一个东西很容易，黑一个东西也很容易，任何一方面看都有无数的论据支持，客观看待一个东西很难。客观，在多维度看问题、信息密度、权重处理上有着极高的要求。