老k
112 Posts
老k
生命的厚重总是要时间去感受，所以还是活得长点会更好。
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个人感觉老马开始飘了，盘子搞得太大容易扯到蛋。个人的精力是有限的，新能源要搞，算计中心要搞，发电厂要搞，火箭发射要搞，星链通信要搞，机器人要搞，脑机接口要搞，现在还要搞算力芯片，自己几个老婆孩子不要时间照顾吗？
每个链条都是烧钱，有往贾老板发展滴趋势，现在的美帝已经不是当年的风范了，我感觉他迟早药丸
每个链条都是烧钱，有往贾老板发展滴趋势，现在的美帝已经不是当年的风范了，我感觉他迟早药丸
Before SpaceX’s first commercial launch is realized aboard Starship, the company’s quarterly financial reports have been unable to give investors a clear roadmap.
The logic for the company’s future growth is built on two foundations: a steady increase in Starship flight frequency, and the gradual retirement of the operational mainstay rocket, Falcon 9.
What investors should pay the most attention to in this earnings season is management’s latest statements on Starship’s path to commercialization, along with the specific plans for the test schedule—this is the key basis for cutting through current market noise and assessing SpaceX’s long-term value.
For short-term action, whether to proceed cautiously or not mainly hinges on the reference point of an issue price of 135; the downside potential is limited, mainly around the 100 mark.
For the long run, the outlook remains positive above 300, but it requires time to be validated.
The logic for the company’s future growth is built on two foundations: a steady increase in Starship flight frequency, and the gradual retirement of the operational mainstay rocket, Falcon 9.
What investors should pay the most attention to in this earnings season is management’s latest statements on Starship’s path to commercialization, along with the specific plans for the test schedule—this is the key basis for cutting through current market noise and assessing SpaceX’s long-term value.
For short-term action, whether to proceed cautiously or not mainly hinges on the reference point of an issue price of 135; the downside potential is limited, mainly around the 100 mark.
For the long run, the outlook remains positive above 300, but it requires time to be validated.
Old Ma's big rocket and AI still have room for a premium—go get him
Don’t touch the stocks of small countries—repeat it three times in your mind. Especially countries like this, where things like kimchi and flax end up dropping—struggling is useless!!!
Why is that? Because in small countries, the more something is done well, the more dangerous it becomes. A small country isn’t the chess player; it’s the best prey. There are too many hunters in great-power games, and the food isn’t enough to be divided. Great powers can just make up a rule and you’ll end up with rivers of blood. Now international trade isn’t like it used to be, where fairness and justice mattered—only what you can protect is yours. Look at the UN now—does it still have any use? That’s all. It’s all human nature, after all……
Why is that? Because in small countries, the more something is done well, the more dangerous it becomes. A small country isn’t the chess player; it’s the best prey. There are too many hunters in great-power games, and the food isn’t enough to be divided. Great powers can just make up a rule and you’ll end up with rivers of blood. Now international trade isn’t like it used to be, where fairness and justice mattered—only what you can protect is yours. Look at the UN now—does it still have any use? That’s all. It’s all human nature, after all……
Gold can be followed up in the long run. The bubble has already been removed. This hard currency hasn’t gone out of date yet—the bottom has already formed. You can buy slowly at the bottom and then, in the next year or two, you’ll know how important the choices you make now are.
The market has temporarily entered a relatively balanced state, and the range-bound trading is really exhausting. Take your time to enjoy the挂机人生—who knows how long the peaceful period will last.
#BinanceTurns9 9th anniversary, Binance with you
After weathering storms, everything is a smooth path
After weathering storms, everything is a smooth path
#K line master is online—Big Boss knows it, and he's about to start talking big again. Don’t stop—everyone’s meal money depends on you!
Crude oil can’t just sit there—no matter whether it’s the Russia-Ukraine battlefield or the likelihood of escalation in the U.S.-Iran-Israel front. The Russia-Ukraine battlefield has already killed nearly two million people; they’ve basically descended into chaos. One side has to be eliminated—if they drag this out any longer, the people can’t take it anymore. It’s like watching a show through open grating. The negotiations on the U.S.-Iran-Israel front are already dead; trust has collapsed. The only option left is to go for real action on the ground. The negotiators probably already have to lose their hair while fighting— the chance to negotiate while fighting is long gone.
The current plaza is really a chaos of demons and monsters—more exciting than even Douyin.
In the future, still watch less. Remind yourself every day: if you really want to lose less money, watch less.
In the future, still watch less. Remind yourself every day: if you really want to lose less money, watch less.
Buy $1000 worth of Nvidia stock; Binance trading cost is around $1, significantly lower than Tiger and Futu.
On June 1st, news came out indicating that based on publicly disclosed data, assuming Nvidia's stock price is around $216.15, the trading cost for buying $1000 worth of Nvidia stock on Binance is about $1 (0.1% spread); the minimum fees for Tiger Securities and Futu in Hong Kong are both around $2; Interactive Brokers (IBKR) has a fixed fee rate of about $1, with a tiered fee model estimating costs around $0.35. This calculation only considers the buying side trading fees and does not include currency conversion, selling regulatory fees, or financing interest, so actual costs may vary based on trading methods and market conditions.
Today, Binance announced that platform users will be able to trade over 7000 U.S. stocks and ETFs, with an investment threshold of just $5, supporting the purchase of stocks using stablecoins and BNB. The company also announced an upcoming plan allowing customers to convert their held stocks into crypto-like digital assets. This is part of Binance's grand vision to become a 'multi-asset financial super app.'
On June 1st, news came out indicating that based on publicly disclosed data, assuming Nvidia's stock price is around $216.15, the trading cost for buying $1000 worth of Nvidia stock on Binance is about $1 (0.1% spread); the minimum fees for Tiger Securities and Futu in Hong Kong are both around $2; Interactive Brokers (IBKR) has a fixed fee rate of about $1, with a tiered fee model estimating costs around $0.35. This calculation only considers the buying side trading fees and does not include currency conversion, selling regulatory fees, or financing interest, so actual costs may vary based on trading methods and market conditions.
Today, Binance announced that platform users will be able to trade over 7000 U.S. stocks and ETFs, with an investment threshold of just $5, supporting the purchase of stocks using stablecoins and BNB. The company also announced an upcoming plan allowing customers to convert their held stocks into crypto-like digital assets. This is part of Binance's grand vision to become a 'multi-asset financial super app.'
Binance US stock trading requires updating the app and changing the language to 'Traditional Chinese'
On June 1, according to community feedback, Chinese users looking to get in on US stock trades on the Binance platform need to upgrade to the latest version (3.15.0) and switch the system language to 'Traditional Chinese'. Tests show that while sticking with 'Simplified Chinese' won't allow participation, switching to other languages lets you dive into US spot trading without a hitch.
We're finally cashing in on the benefits that came from regulatory changes, so no more stress over US stocks!
On June 1, according to community feedback, Chinese users looking to get in on US stock trades on the Binance platform need to upgrade to the latest version (3.15.0) and switch the system language to 'Traditional Chinese'. Tests show that while sticking with 'Simplified Chinese' won't allow participation, switching to other languages lets you dive into US spot trading without a hitch.
We're finally cashing in on the benefits that came from regulatory changes, so no more stress over US stocks!
Why are compliance institutions massively increasing their ZEC positions while abandoning the "fully anonymous" XMR?
· Why has the adoption rate of shielded pools doubled in 2025 with no new geopolitical conflicts?
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3. The Overlooked Third Layer of Demand: AI Monitoring Pressure and Compliance Squeeze
This is precisely why most people underestimate the demand for privacy. Let’s break down the structure of this third layer of demand.
3.1 Asymmetric Arms Race of On-Chain AI Monitoring
With the AI integration of blockchain analysis tools like Chainalysis, the reality that nearly every transaction on transparent public chains (like Bitcoin and Ethereum) can be fully traced and linked is rapidly approaching. The negative marginal effects produced are not limited to crime—ordinary users are discovering that their net worth, spending habits, and trading behaviors are permanently recorded without their knowledge, leading to physical security risks (cases of "wrench attacks" and other physical coercion have doubled to 215 by 2026) that are shifting from abstract rights to essential personal safety needs.
According to Grayscale's research report: as AI monitoring capabilities strengthen, financial privacy will transition from a marginal demand to a core necessity. If ZEC can capture 5% of the crypto "currency" market, its valuation could increase 18-fold.
3.2 Regulatory Compliance and the Technological Schism of Selective Transparency
The privacy sector is undergoing structural differentiation in 2026: fully anonymous coins (Monero) are degrading into niche essential assets; meanwhile, the "auditable privacy" route represented by ZEC is expanding from a purely crypto narrative into traditional finance and data compliance scenarios through zero-knowledge proof (ZKP) technology. The global regulated financial system's demand for "selective disclosure" capabilities (to protect trade secrets while meeting anti-money laundering requirements) effectively constitutes a brand new market that far exceeds simple anonymous payments.
· Why has the adoption rate of shielded pools doubled in 2025 with no new geopolitical conflicts?
---
3. The Overlooked Third Layer of Demand: AI Monitoring Pressure and Compliance Squeeze
This is precisely why most people underestimate the demand for privacy. Let’s break down the structure of this third layer of demand.
3.1 Asymmetric Arms Race of On-Chain AI Monitoring
With the AI integration of blockchain analysis tools like Chainalysis, the reality that nearly every transaction on transparent public chains (like Bitcoin and Ethereum) can be fully traced and linked is rapidly approaching. The negative marginal effects produced are not limited to crime—ordinary users are discovering that their net worth, spending habits, and trading behaviors are permanently recorded without their knowledge, leading to physical security risks (cases of "wrench attacks" and other physical coercion have doubled to 215 by 2026) that are shifting from abstract rights to essential personal safety needs.
According to Grayscale's research report: as AI monitoring capabilities strengthen, financial privacy will transition from a marginal demand to a core necessity. If ZEC can capture 5% of the crypto "currency" market, its valuation could increase 18-fold.
3.2 Regulatory Compliance and the Technological Schism of Selective Transparency
The privacy sector is undergoing structural differentiation in 2026: fully anonymous coins (Monero) are degrading into niche essential assets; meanwhile, the "auditable privacy" route represented by ZEC is expanding from a purely crypto narrative into traditional finance and data compliance scenarios through zero-knowledge proof (ZKP) technology. The global regulated financial system's demand for "selective disclosure" capabilities (to protect trade secrets while meeting anti-money laundering requirements) effectively constitutes a brand new market that far exceeds simple anonymous payments.
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