WillWestbrook

The World Cup is quite interesting. I used the 300 points given by the OK event, and in three days I rolled it up to 10,000 points, ranking 324th in the entire network. I got rankings in several single-match events and got the "pig trotter rice" for free.
Throughout the process, I used AI to judge, combined with the odds to trade, and most of the time I would take profit early to avoid black swan events.

A bull market is responsible for creating gods, a bear market for making sacrifices.
Bitcoin's cycle really feels like some mysterious force is manipulating it.
Each bull run brings in new capital and new narratives, pushing the price to new highs.
Then, when the bear market arrives, certain institutions are always pushed onto the altar, using their own collapse to match the cyclical downturn, eventually completing the liquidation and bottoming out.
Last cycle it was Grayscale, DeFi, Three Arrows, Luna.
This cycle it's ETFs, Inscriptions, memes, and now the market is staring at Micro

Just now, I was browsing Chinese concept stocks and came across a pretty interesting anecdote:
Munger began buying Alibaba starting in the first quarter of 2021. He added to his position along the way while he was down on paper, and in the end he took a 40% loss and exited.
Munger publicly admitted that this was one of his worst mistakes, and he even left behind a very classic line: In the end, Alibaba is fundamentally still a retailer.
Less than a year later, the old man suddenly passed away—reportedly driven to death by Alibaba😂
I’ve played both Chinese concept stocks and U.S. stock

Little-known fact: Since the arrogant short seller Michael Burry started shorting $PLTR , $PLTR 's stock price has fallen 36%.
And his bearish stance is not just talk. In Q3 2025, Scion's 13F disclosed approximately 5 million shares of Palantir put options with a notional value of about $912 million.
At the time, many media outlets thought he was heavily shorting with $900 million, but Burry personally clarified:
He actually spent about $9.2 million to buy long-term puts expiring in 2027 with a strike price of $50.
The most ironic part is, the market initially mocked him for being too

China's AI infrastructure roadmap is becoming increasingly clear:
It's not just about buying cards and building data centers, but about creating a nationwide computing network.
According to Bloomberg, China plans to invest approximately 2 trillion yuan over the next five years to build an interconnected data center network across the country.
This will be operated mainly by state-owned enterprises like China Mobile and China Telecom, responsible for core operations and interconnectivity.
The most critical point is: at least 80% of core AI chips will rely on domestic suppliers like Huaw

MicroStrategy selling coins is almost a given—the only disagreement is a matter of timing.
Bitcoin has fallen from a peak of 126k to a low of 60k; it’s now 72k. Following the usual bear-market process, the accelerated bottoming phase will still require sacrificing some institutions/exchanges, etc. Based on what we have now, the only possible candidate appears to be MicroStrategy.