🧧🧧🧧🧧🧧🧧The fans have reached 10k! After 10 days of hard work— the harder I work, the luckier I get. I also hope to share this good luck with everyone. Come on, you rich gents and ladies at the plaza—let’s pass the luck along. 🧧🧧🧧🧧🧧🧧Tap to follow me—there are often red envelopes!
Mnemonic phrase Absolutely must not be saved to the internet. Screenshots, notes, and cloud drives are all high-risk methods. As soon as you upload it to the network, it’s like opening the door to hackers. A cold wallet does not mean you are absolutely safe—if the mnemonic phrase is leaked, it will also be stolen. Offline handwritten notes and proper storage are the safest way to keep it.
In the AI era, the scarcity of “people” in investment is becoming a core pricing factor He holds a large position in Robinhood because he’s bullish on Vlad Tenev
On August 16, Tom Lee, Chairman of BitMine, the largest treasury company in the Ethereum ecosystem, explained a key judgment in an interview:
In AI and other high-growth sectors, founders’ vision and leadership have become a true differentiating competitive advantage—their weight can even exceed that of the technology itself.
The sense of direction of truly top-tier founders cannot be replaced by AI. Sam Altman wouldn’t ask ChatGPT, “What should I do?” The same is true for Anthropic’s founder and for Musk. OpenAI exists because of Sam Altman himself—not because passive questions fed into an AI produce answers.
Tom Lee believes this is the real difference: founders’ foresight and judgment cannot be replicated by AI, even if models can be open-sourced and technology can be caught up to.
Within this framework, Tom Lee categorizes Robinhood CEO Vlad Tenev as the same type: “founder-vision-driven.”
Robinhood is facing markets growing far faster than the overall economy—retail trading, the next generation of investors, and the penetration of financial technology. In that context, Vlad’s leadership and vision are key to whether the company can seize opportunities.
One of the reasons Tom Lee’s Fundstrat holds a large position in Robinhood is Vlad Tenev himself. It’s not simply a view on valuation or short-term data. Instead, he recognizes the founder’s long-term vision and execution capability. In the AI-era investment framework, the scarcity of “people” is becoming a core pricing factor.
#termmax @TermMax TermMax can be used to encode the relationship between “scale, rates, and liquidity.” This is subtle but very important. It will also change user behavior. Liquidity providers can more intentionally decide where their liquidity should be placed; while borrowers can more clearly see, under different costs, how much financing is actually visible. The trade-off is complexity. A more expressive market means needing to understand and manage more parameters.
🎁Gifting brings people together, and that’s really how Web3 thrives—it's all about community. Portal is working on an AI-driven gaming world where players and creators don’t just show up, they actually connect and grow alongside each other. Everything runs on account-based access, so your info stays safe, and $PORTAL is starting to play a bigger part in the ever-changing GameFi scene. So, if you could give something to another gamer or creator, what would it be? #Portal @BNB Chain #DOLO #SECReviewsSix3xLeveragedCommodityETFs
GIVEAWAY ALERT 🧧 We're giving away 2000 gifts to our Square Family as a huge thank you for your support! To Enter: ✅ Follow ✅ Share this post ✅ Comment "Good luck!" Random winners will be selected. Good luck, everyone! 🚀
Nvidia’s holdings: SpaceX at a whopping $21 billion—turns out we already knew. On August 7, the deal finalized in Tongchuan between Jensen Huang and Musk—that’s the real #century meeting. Photos from the scene have already leaked; all I can say is, we just don’t understand the world of big shots 🥳
When dealing with events, I’m still going strong, and as an old warhorse, I kneel and charge—every day I earn a bit of living expenses; as long as I can buy groceries and eat, that’s enough.
Title: 🏃♀️ Live mindfully, invest with a steady heart 🎾
Give your rhythm back to yourself 🌤️—work out to clear your mind and let your mindset settle ✨ Don’t rush to achieve; allow everything to unfold 🕊️. Investing is the same 📊—keep your mindset steady and wait patiently for things to bloom 🌷 Wishing your days have sweat and also sweetness 🍯, and may all things go smoothly 💫.
💬 Interaction: Do you usually use exercise to adjust your investing mindset?
☀️Be happy every day Look past the noise of the world, keep joy in your heart, be content with simple things, and be happy year after year. Remember to follow 👉👇 and get the red envelope 🧧, okay!
Market sentiment sees a dramatic reversal! Three key risk variables will determine the direction of the next market move
On August 17, global markets’ risk appetite showed a clear rebound over the past week. The US S&P 500 and Nasdaq indices both hit fresh highs for the period, and the market’s main theme shifted from defense and risk aversion to rate-cut expectations combined with AI earnings being delivered. Technology and semiconductor sectors led the rally. South Korea’s KOSPI surged 11.5% week-over-week, ending seven consecutive weeks of declines and returning to a technical bull market.
The US Dollar Index traded largely sideways over the week. Improved inflation data reduced market expectations for further Fed rate hikes. On Friday, US retail sales data unexpectedly turned negative, further weighing on the dollar.
Looking ahead to the new week, market positioning centers on three key variables:
First, developments in the Strait of Hormuz shipping situation. Iran and Oman are negotiating shipping arrangements and plan to finalize the navigation map. However, the US is not participating in the talks and has taken a hard-line stance. At present, the actual scale of normal shipping remains sluggish. If a joint statement can be issued later, and if the US releases signals of easing—while shipping activity substantially recovers—the geopolitical risk premium embedded in oil prices is likely to fall, continuing to support global risk assets.
Second, the Fed’s July FOMC meeting minutes released in the early hours of Thursday. The market will focus on whether, beyond the voting members who publicly opposed, more officials lean toward rate hikes. At the same time, attention will be on how the Fed assesses whether the energy and tariff shocks could further transmit into service-sector inflation.
Third, the preliminary readings of the PMIs in Europe and the US on Friday. If the data continues to weaken, it would reinforce market judgment and solidify expectations that the Fed will keep rates unchanged in September.
Key events this week (Beijing time)
Tuesday 20:15 US ADP private-sector employment
Wednesday 02:00 Fed July monetary policy meeting minutes 20:30 US initial jobless claims for the week, and the August Philadelphia Fed manufacturing index
Friday 07:30 Japan July core CPI year-over-year 21:45 Preliminary S&P Global manufacturing and services PMIs for August in the US #btc
#DSC Poseidon Binance Square AMA Special First AMA in the live stream on August 18th: @lxtx520 ⏰Live: 20:30‑24:00 In-depth analysis of the Poseidon DSC public-chain ecosystem, focusing on the project’s core highlights—live on-site interactive Q&A 🎁 Web3 enthusiasts are welcome to come exchange ideas and discuss!
Morning mist drifts through the trees, may the new day bring gentleness and light. Morning mist drifts through the trees, may the new day bring gentleness and light.