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It is said that these are the three major illusions of Chinese concept stocks. Is it true?
◦ Pinduoduo significantly undervalued
◦ Meituan invincible in battle
◦ Tencent AI makes a comeback
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Wang Xing has a very classic problem-solving approach, said to come from Meituan's management monthly meeting:
Whenever we encounter a difficulty,
first ask: Is this an old problem or a new problem?
If it's an old problem, then find out who has solved it before? Who is the benchmark? Consult with them.
If it's a new problem, then? Usually, there are no truly new problems.
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Tencent has released a new AI Agent product called Marvis (Marvis).
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I have recently been re-understanding the relationship between BTC and the Nasdaq 100.
In the past, I would simply think:
Buying BTC is essentially buying: excessive money supply, inflation, and money becoming less valuable.
Buying the Nasdaq 100 is essentially buying: human technological progress, productivity improvement, and the continuous creation of value by the strongest tech companies.
But later I found that the long-term rise of these two assets may have a deeper common root:
The continuous expansion of M2
That is, the total nominal money supply of society has been growing.
Sovereign n
BTC0.7%
NAS1001.54%
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Today I saw the craziest news
A prepaid funeral service company in South Korea, "Parents' Love"
Last year invested 59.5 billion Korean won
In a 2x leveraged ETF that doubles Bitcoin
Tom Lee's call was so impressive
But by the end of last year, its value shrank to 10.2 billion Korean won
A drop of 82.9%
Paper losses around 35 million USD
If Ethereum doesn't rise again
This is no longer asset allocation, but cyber transcendence
BMNR-3.62%
ETH-0.71%
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I recommend this investment note written by $TSLA , a PDF booklet with a download link at the end.
As a retail investor, even if you do not hold TSLA stock, you can gain some valuable insights from it.
Especially the psychological fluctuations after early buying/selling, which resonate strongly when read.
Actually, "This is not a book about Tesla. It’s a story about an ordinary person deeply studying a company, enough to hold through the market’s worst headlines — and quietly and steadily add to their position when the world is selling."
The author, TeslaYoda, has invested approximatel
TSLA1.88%
BTC0.7%
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Yesterday, I was chatting with a friend who mainly invests in the US stock market.
He asked me, "Long time no see, what have you been busy with lately?"
I awkwardly smiled and said, "Mostly busy hiding from the bull market in the crypto world."
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The Codex mobile version is here, not as a standalone app, but integrated into the ChatGPT app.
1. First, update both the ChatGPT mobile app and the Codex desktop version to the latest versions.
2. Set up authorization on both ends.
3. Once connected, you can call Codex within the ChatGPT mobile app.
With native mobile access, there's no need to connect to Codex via Telegram bot anymore, as continuous polling can be costly in terms of credits.
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This Coconut Tree brand water is going to be popular.
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I came across an article discussing, besides the regular profit from arbitrage, several common tricks used by unscrupulous AI token relay stations:
1/ Repeatedly reselling pre-paid tokens
Users purchase a package, but 70% of the amount can't be used up. The relay station then resells these tokens to others, maximizing value extraction.
The art of token pool allocation.
2/ Speeding up token consumption
Directly increase the token consumption rate to 1.5 times, for example, the user actually consumes 100 million tokens, but the system shows 150 million, charging 50% more.
3/ Model swapping
On th
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This U.S. stock chronicle website, I spent a long time browsing before bed yesterday, and it organized the historical data of the S&P 500 and NASDAQ 100 very well. Long-term investors are recommended to check it out.
Just refreshed and saw that they added modules for semiconductors, information technology, finance, and the seven sisters of U.S. stocks. Website:
This kind of vibe coding is valuable, unlike those self-congratulatory projects that you don't even want to open after a week.
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Looking back at the article written by Li Xiaolai in April 2017, at that time Bitcoin's market capitalization share was 52%, and blockchain was evolving from a single tree into a forest. He predicted that in the future, Bitcoin's dominant position would continue to decline, possibly dropping below 5%.
Nine years have passed, and Bitcoin's market capitalization share today is 60.13%, not decreasing but increasing. If we exclude the stablecoins' over 320 billion, Bitcoin's share is even as high as 68.4%.
Where is the problem?
BTC0.7%
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Hong Kong Securities and Futures Commission (SFC) today published an announcement on its official website, reminding the public that StableStock and HabitTrade offer cryptocurrency-based subscriptions for Hong Kong stock IPOs, but neither of these firms holds the relevant licenses.
Recently, the Hong Kong stock IPO market has been very active due to low barriers to entry and support for stablecoins, attracting many people around me to StableStock.
It’s estimated that this wave has encroached on the traditional brokerage firms’ territory and has been reported.
After checking the relevant
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"Flowers" Uncle said:
A man should have three wallets.
The first is how much money you actually have;
The second is your credit, how much money in others' wallets you can mobilize;
The third wallet is how much money others think you have.
May I ask, which of these three wallets do the on-chain A9 head's wallets belong to?
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The cashtag style has been updated, allowing a simple price trend chart to be displayed directly within posts. 👀 Check out the demo bitcoin:native
BTC0.7%
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Now you have 5 million in cash to invest, with the goal of 10x in 10 years, which asset would you choose?
◦ 4.96 kilograms of gold
◦ 9 bitcoins
◦ 3,600 shares of Kweichow Moutai
◦ 1 set of property in core areas of Beijing/Shanghai
◦ 3,535 shares of Nvidia
◦ 1,842 shares of Tesla
◦ 1,058 shares of the Nasdaq 100
Write down your thoughts, and in 5-10 years, look back to see the difference in their value.
BTC0.7%
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Do you remember last year when the Trump family made a high-profile move into BTC mining?
Now the results are in: two consecutive quarters of losses, totaling over $140 million. The stock price has fallen 90% from its peak.
However, even though the company is losing money, it continues to increase its Bitcoin holdings. Currently, it holds over 7,300 coins, with an increase of more than 1,600 in Q1 (including 817 mined coins).
BTC0.7%
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#Carrying the boat to find the sword, this time it's different? I calculated it for you
The AI wave needs 472 trading days to reach its peak, which is until March 2028
Having already increased by 129%, to reach 581%, it needs to triple again (another +197.79%)
Keep singing and dancing
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