大宇本人

The “5–10% Bitcoin valuation” that foreigners are shouting about, I’m cautious about, but in the short term I’m somewhat optimistic.

There are 460,000 shares for ETF 8, and by the 18th it reached 600,000—an increase of 130,000 in 10 days.

Miners are currently mining more than 1,400 coins per day. In the 10 days of the ETF inflows, net absorption into miners corresponds to more than 90 days of their output.

Behind it all, DCG, Grayscale, and miners’ selling form a very strong interest chain, along with interest alignment and narrative.

After a top is taken out, it comes down to these three lines: the ETF, mining machines, and leverage.

Right now the entire crypto stock market is just $3 billion, with monthly trading volume of $30 billion.

Compared with traditional stock markets, it’s as small as dust in the air, and this new SEC policy will open up this huge market.

If 1% of stocks are tokenized on-chain, that’s $750 billion in assets.
If 10% of stocks are tokenized on-chain, that’s $7.5 trillion in assets!

This means there are hundreds- to thousands-fold growth opportunities for on-chain trading in the crypto space, which is a once-in-a-great-age opportunity for entrepreneurs—like an era of great voyages.

Investments everyone agrees are right

And

Non-consensus but better investments

There are indeed many strange cosmetic surgeries:

Leg-breaking to increase height, JJ enlargement
Testicular implants, scrotal stretching
Cutting fat to slim the legs, shortening the toes
Cutting ribs to slim the waist, belly-button shaping
Cutting the ears to make them pointy, abdominal muscle sculpting

ZEC’s cost price and the rise percentage feel really comfortable.

Yesterday, the SEC policy came out, and then I swapped another 10% BTC to UNI.

Actually, if UNI didn’t have this policy, it wouldn’t be that attractive to me—because in the crypto sh*tcoin trading world, the volume wouldn’t be that big. It only has a market cap in the tens of billions; it’s just like HYPE—good stuff, but not exactly cheap; it’s basically that it’s been down more.

But now this policy is basically giving UNI a direct buff. It has already emphasized that it can only be used with public chains and public utility infrastructure. The reason is basically to fully leverage blockchain’s characteristics—things like tracing “dirty money” and tracking all sorts of activity—so there are no backroom deals, and no past centralized chains. Only then can retail funds be in a fair position.

For UNI, my understanding is that on-chain “stocks” could grow 100x—that really isn’t outlandish. If the stock is only worth $3 billion now, even if just 1% of the “stock” comes in, that’s a few hundred billion; 100x is $300 billion; 10,000x is $3 trillion. And if 5% comes in, then these on-chain stocks need to be traded—on any chain. No matter if you’re on a TMD L1 or L2, it still requires SWAP. And the one who makes the most money will be the leading UNI.

Plus UNI has already opened the buyback switch. The more you earn, the more aggressively it can pump. I feel like UNI’s historical major bottom is around 4.5–5. It can be treated as a long-term investment thesis to track and hold. The reason I say “long-term” is because the 1,000x growth mentioned above—from the bill to implementation—takes time. But everyone just needs to remember this: from now on, in the crypto world’s top value assets, one UNI position is added. You could even be more bullish on UNI than HYPE. Don’t underestimate spot—futures are fierce in the short term, while spot is persistent over the long run.

Have you noticed that these days, there are more and more coins out there doing buybacks and burn events?

Whether they’re new coins like PONS and STONK, or older ones like Uni, AAVE, and LINK, they’re all doing buybacks.

When it comes to building and sharing value with the community, it’s no longer just empty talk—holders aren’t just bag-holders anymore; they’re genuinely sharing in the benefits.

With this kind of crypto ecosystem, there’s a lot of hope!

By the way, we should all thank: Jeff.

SEC approves U.S. stock on-chain, and its impact is far greater than what a Bitcoin ETF can achieve—you’re very likely underestimating how big it really is.

Whether U.S. stocks are put on-chain or not doesn’t hold much appeal for those who already know how to trade U.S. stocks. Unless, down the line, the on-chain infrastructure becomes increasingly developed, making things like lending, various costs, and overall advantages more ideal—improving capital efficiency—but that’s a longer-term story.

In the short term, the explosive growth of U.S. stock on-chain for one reason only: it allows people who previously couldn’t buy U.S. stocks to finally buy U.S. stocks!

U.S. stocks are the best assets in the world—there are simply too many people who want to buy. I roughly calculated that the amount of money worldwide that “wants to buy U.S. stocks but can’t” is about close to a hundred trillion dollars.

If just 1% of that money goes in, it’s already at the trillion-dollar level. I’ve always wondered: what good news could the crypto world have that’s even better than the ETF? Here it is.

Many people originally wanted to buy U.S. stocks, but they were limited by various restrictions—opening a brokerage account is extremely difficult, and they face all kinds of reviews and endless roadblocks. Once their assets are put on-chain, as long as they hold stablecoins, they can directly purchase.

And there may also be various “gray-area” uses, tax avoidance, and more, which would further expand the pool of capital mentioned above.

Of course, this is very welcome for the United States, because anyone can go buy, right? This is extremely beneficial for maintaining the U.S. dollar’s dominant position and for the explosive growth of stablecoins.

If you have a friend who wants to get into the crypto world and you don’t know how to explain it to them, just send them my personal website. From registration to tutorials, and even the investment logic—everything is there.

dayu点XYZ

Foldable screens are very easy to get damaged. Unlike regular hard screens, if you press a little harder or bend it a little harder, it could go GG. For repairs, domestically made ones are basically around 4,000 RMB, while I don’t know about Apple.

But Apple’s accidental damage screen insurance for foldables is 2,800 RMB...

Whether the issue of Apple’s broken screens will, after foldable screens are released, create an opportunity for a big drop in the stock price—many people may not be able to accept that Apple’s screens are this easy to break too.

$HYPE exceeds BNB—something may happen in a month or two, or even sooner.

Someone bought a few million dollars’ worth on the 24th. They were bullish in the real market, but later when it dropped, they sold and left at the original price.

Then on the 13th they bought again, selling all the way from the 30s up to the 50s. Does that look like a pretty good operation?

But this person’s originally had hundreds of thousands of HYPE, and now they only have dozens of HYPE left.

For anyone trying to trade the waves, even if they’re lucky enough to catch the bottom, they may end up with fewer coins.

Right now, I only have one expectation for iPhone: WeChat dual apps...

Unfortunately, this feature is too niche, so Apple probably will never release it.

Regarding the recent market trend, I’ve just gotten off the plane. I was invited by a teacher with an A18 designation to share a few of my opinions in person. Since I also have to go to the United States to attend a presidential afternoon tea later, I can’t say much. So I’ll focus on the main points and only the main points. Generally speaking, the market is currently trending upward. As for why it’s going up, that’s not important; what matters is whether it can continue to rise—but I don’t know. Due to time constraints, that’s all I’ll say. Don’t record or film this.

Has anyone noticed that there are more and more coins being bought back and burned nowadays?

Whether it’s new coins like PONS and STONK, or old ones like Uni, AAVE, and LINK, they’re all doing buybacks.

The idea of co-building and sharing with the community is no longer just empty talk. Coin holders aren’t just becoming the bag-holders anymore—they’re genuinely sharing in the benefits.

There’s a lot of hope for the crypto world like this!

By the way, we should all thank: Jeff.

One thing to pay attention to is that UNI’s short-term explosive power isn’t as strong as PONS. That’s why we previously bought PONS, and it rose by dozens of times. I wasn’t really too concerned about UNI. But today, the fundamentals have undergone a shocking change.

Think about it carefully: under this SEC policy, in the future, whenever stocks are put on-chain, the upside will be a 1000x kind of explosion. I’m not exaggerating. The total market cap is still only about $3 billion, and because there has been no regulatory backing, everyone hasn’t really put in much effort. They’re still in the testing phase.

Now that there’s policy support, everyone is going to go all in. And according to the SEC policy, this kind of transaction will definitely be on a public chain. It will definitely use the infrastructure that’s already available. In that infrastructure, AAVE has already been through a full hype cycle. As for UNI, it’s still sitting at the bottom of a large “U”-shaped base.

And it currently has two points:

1) There is already a structured buyback opportunity.

2) No matter which chain it’s on, it can benefit.

It’s not like HYPE with runaway profits, and it’s not like PONS with a spiral-like pattern either. But it’s strong in terms of stability and certainty. I believe in this bull market, it will 100% break through the previous high.

The crypto world is full of money-making opportunities everywhere.

Finally met in person and found her photoshopping was a bit serious
She didn't look like herself, so I got so angry I went home directly

On-Chain Stocks Are Here, Lightning-Fast Edition Interpretation

1、Strongly positive for Robinhood and RH Chain. On-chain stocks are only just getting started, but going from 0 to tens of billions of dollars took a very short time. As the doors to compliance open, this growth rate will quickly form a massive new market.

2、Positive for stablecoins. No matter whether it’s the RH Chain or other chains, from now on they will directly attract global funds that want to buy U.S. stocks but can’t—using stablecoins to buy U.S. stocks. How big is this market?

3、Positive for the crypto sector. A large number of newcomers will come in. At first, they may come to buy legitimate stocks, but eventually they’ll grow to like Moon/“牛来” (bull’s coming), Dog, and Cats.

4、Positive for permissionless Layer-1 chains like SOL and ETH. It feels like, based on factors like background and speed, SOL may be even more aggressive than ETH when it comes to stocks.

5、Positive for PONS AI Stonk, and Bull’s coming (牛来).

Bull’s coming.

$牛来

Now the entire crypto market cap is only $3 billion, with a monthly trading volume of $30 billion.

Compared to traditional stock markets, it's as tiny as dust, and this new SEC policy will unlock this huge market.

If just 1% of stocks are put on-chain, that's $750 billion in assets.
If 10% of stocks are put on-chain, that's $7.5 trillion in assets!

This means that on-chain trading in the crypto space still has growth potential of several hundred to several thousand times. For founders and entrepreneurs, this is a once-in-a-great-voyage type of opportunity.

The environment is more important than effort—go to a first-tier city sooner!
Personally, I like Shenzhen the most, and I have some feelings about it (not necessarily accurate):

Beijing is suitable for those backed by people “in the system.”
Shanghai is suitable for those with family connections.
Hangzhou is suitable for those who have people within the company.
Shenzhen is suitable for those who rely on themselves.

In truth, it’s mostly because the climate in Shenzhen is relatively comfortable, it’s also close to Hong Kong, and the robotics industry has a strong momentum going forward.

Hong Kong is extremely land-scarce—yet interestingly, it is not without available land.

Of the entire territory, about 1,119 square kilometers are land in total. Residential housing accounts for only around 7%; other commercial uses make up about 19%; and the rest consists of hills, forests, farmland, and water bodies.

Forty percent of Hong Kong’s total area has been designated as country parks and legally protected. In a city where every square inch is precious, why reserve such a vast expanse of land for mountains and forests?

It’s probably still that old saying: “Keep a small plot of land—so future generations can till and farm it.”

Money-making tips: grab the iPhone DUO, mark up and sell immediately.

I’m really tempted, especially by the first anti-glare option in the foldable screen lineup—although some people complain that the clarity will be worse than the original bare screen, but that’s just not understanding Apple’s standards.

The most expensive Apple display, the PRO DISPLAY, with this anti-glare feature costs quite a bit more, and the effect is incredible.

Just imagine getting an etched effect even better than a Kindle, using an Apple phone.

Please hurry and grow rapidly.
I need to buy an iPhone Duo foldable screen.