STi克莱小汤

If you want to make quick money from investment, the basic outcome is to give away money,
If you want to earn long-term value from investment, it often may bring surprises instead.
If you want others to take over your investment, you will ultimately be swallowed by even darker hands.
If you want to learn and share together through investment, it will be easier to accumulate value and merit.

In short, you must be true to your conscience; only then can some invisible forces be activated in the midst of it all. This is also an interesting deep-level philosophy, the way of balance.

$BTC $ETH $BNB #加密市场观察

Actually, what’s truly suitable for Koreans is just the compliant, regulated projects in the crypto world. Because the technology is still too early-stage, its “imagination valuation” won’t be directly tied to that quarter’s annual financial reports. $SKHY SK—when the imagination first starts, it really is exciting; leverage ETFs are pushed to the limit. But once a couple of earnings reports miss expectations, it’s inevitable that everything will blow up and crash back to its pre-imagination reality.

Lee Jae-myung has actually already sent Koreans a clear signal—during that TV interview, when a shirtless/selling-meat uncle publicly went on about his crazy gratitude to Lee Jae-myung. That was around the time close to the start of the World Cup in June. By then, Lee Jae-myung’s response was already implying it. $SAMSUNG

As for crypto, the key issue is that regulation needs to be increased for projects that primarily engage in malicious behavior. But the long-term durability of “imagination” may be better if it’s combined with AI. The marrow-washing process is still ongoing; the “pass the parcel with a drum” meme poison is too deeply ingrained. This kind of gameplay is only suitable as a dessert for a 1% allocation—it’s not suitable as a staple. The crypto space currently lacks the timing/pace for a main course beyond that $BTC . Once the main-course timing finally kicks in, it can revive.

It’s been over 20 days—let’s check and it turns out that’s indeed the case. For the next time, check again in 1 year, with a countdown of 365 days. $METAB

“The ‘King of the Sky’ has risen by a big wave, and these last ten weeks have been a bit rough, but I feel that in this new era there’s still a chance for him to turn things around. $NOK.US However, Nokia is truly a legendary ‘durable and hard-to-kill’ king. I thought it had been eliminated by the times, but looking back, there are a bunch of patents and new things, and even several hundred billion in market value as a backstop. #AI I don’t know whether its infrastructure can manage to turn things around in this new generation.”

I have completely set this section of content to be free learning material. Honestly, at the very beginning I still hesitated to let it go, because these notes and colors are a summary of years of my own work. But when I thought about it, culture is something that should be learned by more people to have value. With advances in technology, I can start gradually visualizing my content to make it easier to share. Everyone’s understanding differs—I’m not good at excessive rote memorization—so I need various vivid and engaging ways to understand it, so that I can draw inferences from one example and solve it once and for all, and get a better understanding of the elements of the hexagrams.$BTC

Whenever you just follow your friends’ recommendations for stocks and coins without doing any research, you will inevitably lose money.

If you carefully study the articles and notes and review your past analyses, you can act with more principles and logic. Whether it’s short-term speculation or long-term investing, the first step is to convince yourself of the objectivity and credibility of the target’s value.

If, after analysis, the target doesn’t have long-term fundamentals or doesn’t offer very high-quality odds for speculation with strong trends, then don’t touch it. Sometimes you also need to sacrifice about 0.1% of your position to neutralize the weakness of human nature.

$BTC $ETH $MUB

With this diagram, you can understand more easily how the changes in the Qian hexagram occur, and how the wind of the Xun hexagram comes about. Why is the line broken at the bottom? Just memorizing the口诀 is not enough to truly understand the core.

It is also a good thing for more people to truly understand the philosophical way of thinking in the I Ching. Many times, like coins, it’s a matter of缘分 with the wind—you can’t force it.

$BTC $ETH

With the continuous development of #Aİ , the deep value of blockchain is gradually surfacing again. The most crucial point is that, now, inducing AI has become a core topic along with a hidden risk.

Verification of the authenticity and timeliness of content will become a key factor in the future. Some Japanese ultra-right forces have begun using AI to pollute information and distort the facts of the Nanjing Massacre. They hope to pollute AI engines’ search results by generating large-scale fake data.

In the future, AI systems will very likely place increasing emphasis on the credibility of data sources, and prioritize data that has clear origins, a verifiable history, and complete traceability information. As the importance of trustworthy data continues to grow, the value of content that has been certified and can be verified will keep increasing.

The integration of AI and blockchain is not merely deploying AI on-chain or having agents use the chain to complete micropayments. More importantly, blockchain has the opportunity to become trust infrastructure in the AI era—providing verifiable proofs of authenticity for data, identities, content, and knowledge.

In the future, competition among AI systems will not be only about model capability, but about who has more trustworthy data.
When AI is responsible for generating intelligence, and blockchain is responsible for establishing trust, only the combination of these two technologies can unlock truly long-term value.

$ETH $SOL $NEAR

Be careful with A-share new share subscriptions like those for Changxin: the cash in holdings is not included in the calculation of eligible subscription quota. You must hold an average of 10,000 in shares of the corresponding market for T-2 (assuming you have already enabled section trading). It’s similar to some airdrops in the crypto world that require holding something like $BNB before you can apply. It’s a similar logic; it’s not quite like the US/HK stocks where having cash lets you subscribe to new shares. $GOOGL.US $MUB So many people may have funds for subscription, but ultimately don’t have any subscription quota.

The growth rate of on-chain RWA tokenized assets (for example, on-chain U.S. Treasury bonds) is accelerating significantly $BTC

If you’ve been on a losing streak, you can try these three moves: Faker also uses

1. Drink water—at least drink a few cups. In many cases, the reason people become impulsive, agitated, and angry—really comes down to one simple fact: you’re dehydrated.

2. Exercise for 1 hour. Feeling annoyed and having troubling thoughts is also a kind of “mental poison.” This toxicity can be dispersed through exercise, allowing it to be expelled from your body.

3. Detach from your energy field. Leave the energy field that makes you feel temporarily “blocked.” Even three days can help you refresh a lot of your thinking.

$BTC $NVDA.US $ETH

#2026足球风潮

Three stocks for DCA buying and DCA selling:

‌Li Ning (02331) ‌ ‌Securitize (SECZ) ‌ ‌Bilibili (BILI) ‌ $BILIon

Logic:

1. First, the collaboration between Li Ning and Curry is nothing to worry about. As long as Curry’s shoes come out, its later marketing and profit margins will surely rise significantly. Under Armour’s marketing has been pretty strong too, but its valuation has still risen by several times.

Li Ning’s collaborations often won’t be reflected before the earnings report comes out. The stock usually shows a financial lag together with a lead time for the hype. So this Li Ning stock is more suitable for DCA—when it keeps dropping, you can dilute your cost continuously.

But the key is: Li Ning must not sell Curry’s shoes too expensively. It should follow the logic of Klay Thompson and Anta—just go that route. Curry’s popularity may even be slightly higher than Klay’s.

2. Securitize just went through a merger and listing. In terms of resources, the project’s advisor directly from the top resources on Wall Street is the chairman of the committee.

However, the project’s promotion is relatively limited. Many institutions don’t focus much on marketing; they understand more about internal and compliance matters. So the stock may see a period of heavy “washing out” after opening. This gives an opportunity for DCA. This project has huge potential as the future leader in the tokenization/RWA asset on-chain wave. Some off-exchange institutions have even bought in with a valuation of $15 billion—of course that’s unofficial. Investors should DYOR.

3. Bilibili (Bili): Before the re-run, the next few quarters’ membership and game revenue for Mortal (fan name) will definitely decline. But because Mortal’s re-run and the anticipation for Ling Long (A game/an IP) have recently resumed, they should gradually rise again.

So ad revenue and structural optimization should follow. Therefore, Bilibili’s long-term value is still worth expecting—just keep DCA.

[DCA selling]: When it goes up or when you cut your losses, sell on a regular schedule. It’s never too early to run.

‌$METAB

Facebook’s metaverse has completely messed up the B-verse. And recently, it has been hyping a bunch of AI, none of which actually managed to ride this hotspot. You’ll notice that many of FB’s PR updates are actually to cover up its bugs or lawsuits.

They sell computing power, then they need to build new AI arenas. FB is great at operations—this is exactly what it started from. But I don’t expect Facebook’s long-term value at all. I even think its value can at most support around 50% of what it is now. For this, just DCA sell, or even don’t look at it directly.

#Aİ

A short-post quick version of "A Quick Overview of the EU's MiCA," with the key points summarized:

MiCA (Markets in Crypto-Assets Regulation) is the first unified regulatory framework for crypto assets introduced by the EU. Simply put, it establishes a unified system of "licensing + regulation + investor protection" for the entire crypto industry.

It mainly regulates four types of entities:

1. Crypto Asset Service Provider (CASP)
These are various crypto service providers, such as exchanges, wallet custody services, brokers, OTC services, custodians, and market makers, all of which will need to obtain a MiCA License in the future.
2. Stablecoins
MiCA has the strictest requirements for stablecoins.

Requirements include:
reserve assets, regular audits, liquidity requirements, risk disclosures
Algorithmic stablecoins have almost no room to survive.

3. Token issuance
When a project issues a Token, it must publish something similar to a securities prospectus:
Crypto Asset Whitepaper
This includes:
project introduction, tokenomics, risk disclosure, technical architecture, team, investment risks. If there is any false statement, the issuer must bear legal responsibility.

Normal crypto digital currencies, such as $BTC $ETH $SOL ALGO, ordinary Utility Tokens, and stablecoins, generally all fall within the scope of regulation ✅.

After MiCA takes effect, the difficulty of Token Listing is still far lower than that of a traditional IPO. The required materials remain relatively light compared with the hundreds of pages often needed for an IPO. While it increases restrictions on listing and risk, it also to some extent reduces the number of low-quality projects entering circulation. In the future, the web3 market will likely continue to tilt toward relatively higher-quality projects. Looking forward to the situation after two years of regulation. #Mica

$META Facebook has entered a crazy phase of buying PR that makes people take the blame. It feels like some Twitter influencers really did get funded to milk it—washing Meta’s bad-news headlines. The more it’s like this, the more you need to stay calm and observe.

Use first principles to analyze it: Meta’s current valuation includes an inflated bubble of super high expectations for its AI. But selling compute power basically indicates that its AI doesn’t have the level people are imagining. So the valuation definitely can’t hold—or said differently, the valuation needs to first strip out the imagined valuation around its AI industry. Then, with the lawsuits starting to heat up, we’ll see what’s really going on afterward.

$NVDAB $MUB Facebook is snatching other people’s business—its root cause is actually that Meta’s own business has serious problems and it’s trying to stop the bleeding. But in its marketing, it’s presented as if it were expanding its business. That’s the art of spin.

Other people don't even have enough computing power, but $METAB is doing just fine, taking excess computing power out to sell, and putting on a grand-sounding front. The reason they have spare computing power is still because their AI was too weak, so they stockpiled a bunch of computing power in advance. Now the costs can't be covered and nobody is using it. $NVDAB $GOOGL all of these are in short supply and urgently needed. Facebook Meta really jumps on whatever trend is hot, but can't do any of them well. They haven't figured out the metaverse, haven't figured out AI, and now they want to get into cloud computing power too～～～