密智君 Crypto Plus AI

Wow, this guy made 140,000 times his investment in 14 years. Who else can be as awesome as him? In 2011, he spent less than $8,000 to buy 10,000 $BTC , when one Bitcoin was only $0.78.

So what happened? He just held on for 14 years! By October 2025, when Bitcoin broke through $109,000, he sold everything and cashed out over $1 billion. A 140,000 times return, this is not just investment, this is simply like cultivating immortality.

To be honest, what I admire most is not that he bought early, but that he was able to hold on. Over these 14 years, he experienced hundreds of crashes and endured four long bear markets lasting several years. How many times did the market halve, how many times did the media shout 'Bitcoin will go to zero', and he never wavered once. This kind of determination is really not something ordinary people can possess.

I used to have quite a few good stocks, but I sold when they rose two or three times, and cut losses when they fell by 20%. Seeing others get a 140,000 times increase, I can only mock myself: people like us who can't hold on deserve to miss out on big money.

Risk Warning: This kind of 'get rich quick myth' is an extreme case of survivor bias. Just because he made a fortune after 14 years, don’t think you can do the same. Investment requires caution; first, ask yourself if you can withstand a 90% drawdown.

What do you think? If you bought 10,000 Bitcoins in 2011, could you still hold on until now? Be honest in the comments, at which point would you get off the ride?
$BTC

Zhihu top-voted: If you won 100 million from the lottery, what would you do? If you buy $BTC , will you make 100 million?

I spent 4 hours building a global AI news and learning website: MASTERLEARN.

The reason is very simple. There’s just too much AI news right now—every day is full of new models, new products, and new funding rounds. But truly useful information is scattered across dozens of platforms. For ordinary people, keeping up with the industry is already exhausting just from having to filter information.

So I gathered global AI news, videos, product reviews, and free courses from major companies like Microsoft, AWS, and OpenAI in one place. The news updates every 30 minutes. The goal isn’t for everyone to read more news—it’s to spend 10 minutes a day and know what’s happening in the AI industry and which tools are worth learning.

The site is still very early, and many things are definitely not perfect yet. What I really want to know is: if an AI website could help you filter out the noise, save time, and connect news to learning paths, would you be willing to subscribe?

If not, which feature is most missing: in-depth Chinese analysis, hands-on tool testing, or personalized intelligence delivery?$AI #AI

4.4 million USD to control 200 million in treasury—BONK turns DAO governance into a price tag!
BonkDAO didn’t lose its private keys, and the contract wasn’t hacked. The attacker simply bought about 88,240 billion units of $BONK , just barely crossing the 1% voting threshold, then used their votes to pass BIP-76 and transfer 4.426 trillion BONK tokens from the treasury into a designated wallet.
The proposal was publicly posted for about 6 days. Out of more than 18,000 governance addresses, only 7 wallets participated. The attacker controlled 99.9% of the yes votes, spent about 4.4 million USD, and gained roughly 20 million USD in assets—an almost 1:5 input-to-output ratio.
What I care about isn’t just that the attacker exploited a loophole; it’s that the cost to control the treasury is far lower than the treasury itself. Voting power can be temporarily bought. After the proposal passes, there’s no time lock, no veto, no secondary confirmation—the code can only faithfully execute governance that almost nobody participates in.
Afterward, multiple Korean exchanges paused deposits/withdrawals or issued trading warnings for BONK. The secondary market ended up bearing the cost of governance failure. Decentralization doesn’t automatically produce self-governance. When most token holders never vote, decision power ultimately belongs to whoever is willing to pay to reach the quorum.
The standard for judging the BONK incident is very direct: when evaluating a DAO, first calculate how much it costs to buy the voting threshold, then see how much asset it’s meant to protect.
$BONK $SOL #Bonk

SanDisk’s earnings surge 372%—why is it still down nearly 8% after hours?
After reading SanDisk’s earnings report, the biggest conflict is very straightforward: the company delivered almost unbelievable growth, but the stock only wants to lock in profits.
In its fourth fiscal quarter, revenue was $8.97 billion, up 372% year over year; adjusted EPS reached $3.925, beating expectations across the board. Data center revenue grew 103% YoY. More importantly, the company signed eight long-term agreements with six major customers. The potential deal value is at least $93.9 billion, with a median contract term of four years. AI storage demand isn’t just a slogan—the orders are already in the books.
But the market trades on expectation gaps. SanDisk’s stock price rose about 470% this year, yet its next-quarter revenue guidance is $10.3 billion to $10.8 billion; even the upper end is still slightly below Wall Street expectations. Revenue from the consumer business was only $556 million, also clearly weaker than expected. The results are strong, but not strong enough to continue supporting an extreme valuation.
Industry fundamentals still offer support. TrendForce expects a NAND supply shortfall of around 4%–5% in 2026, and enterprise SSD demand continues to squeeze capacity. Still, the longer customer orders are locked in, the stronger SanDisk’s protection of high pricing may be. When supply recovers in the future, it may also face renewed renegotiation.
I think the mid-term thesis of $SNDK hasn’t been broken by the earnings report, but in the short term it has entered a phase of “earnings chasing valuation.” Whether the Investor Day on August 13 can provide clearer guidance for 2027—production capacity, profit margins, and cash flow—will determine whether the upcoming adjustment is merely digesting the rally or whether the valuation will keep being marked down.
Do you find the $93.9 billion long-term orders more convincing, or should you be more wary of the 470% year-to-date surge? #闪迪 #storage

Morning Market Analysis: KOSPI Drops 3.64%, SPCX Plunges 13.6% — Why Can BTC Still Hold at $64,500?
This morning, what I saw wasn't all risk assets falling together. Instead, funds started reassessing the speed at which AI investments translate into returns. Overnight, the Dow rose 0.49% to a new closing high, while the S&P 500 fell 0.17% and the Nasdaq dropped 0.83%. $SPCX After the earnings report, SPCX plunged 13.6%, and $AMD fell by about 7%. Revenue growth is no longer enough; the market is now asking: When will large-scale compute power spending turn into profits?
The pressure then spread to Asia. The KOSPI fell 3.64% and the Nikkei dropped 1.57%, with Samsung Electronics and SK hynix leading the declines. Meanwhile, weaker U.S. employment data pushed the 10-year Treasury yield back to around 4.60%. Expectations of U.S.-Iran negotiations reduced energy risk, and Brent crude returned to about $79.3, giving non-tech assets some breathing room.
$BTC Around $64,570, up 0.6% over 24 hours; $ETH around $1,870. Crypto didn’t follow the Nasdaq’s continued selloff. For now, it looks more like selling pressure is easing, but it still can’t prove that incremental capital has fully returned.
Today I’m watching two signals more closely: whether BTC can hold above $64,000, and whether South Korean chip stocks can rebound with increased volume. Which tokens or stocks are you watching today? #SpaceX上市后首份财报跌11%

This is insane! $CASHCAT rebounds 42% in a single day—did you buy it on Robinhood or buy a cat?
After researching $CASHCAT, I found that its biggest value is also its biggest risk: many people misread “Robinhood’s old name and the mascot” as “an official Robinhood token.”
As of August 5, $CASHCAT is around $0.088, up more than 42% in 24 hours, with a market cap of about $91 million and trading volume of about $28 million; compared with the recent high near $0.17, it’s still down nearly 48% from that peak. It has no products, revenue, or governance utility—its price is mainly driven by the heat around the Robinhood Chain, CEO engagement, and community sentiment.
The token distribution isn’t easy either. Arkham data shows the top 1,000 addresses control 89.1% of the supply; it may include liquidity pool and exchange addresses, but it still indicates that large sell-offs can easily impact price.
I’ll watch whether trading volume can stay sustained, whether on-chain liquidity deepens, and whether Robinhood gives a clearer official positioning. A rally powered only by “mascot association” can turn around just as quickly when sentiment shifts.
Do you think $CAT.US CASHCAT can become a long-term cultural asset of the Robinhood Chain, or is it just a chip for the next attention rotation?#Robinhood #CASHCAT #交易

Non-Farm Payrolls Is About to Be Released: $XAU Gold Trapped Between 4008–4110—Which Side Will Friday’s NFP Break?
My view on gold from August 4 to 9 is simple: at the start of the week it will likely grind sideways, and only on Friday could volatility expand.
Spot gold closed last week around $4050, and 4008–4110 remains the current main trading range. When price stays in the middle of the range, both bulls and bears lack attractive odds—chasing longs or shorts is more like guessing the next candlestick.
U.S. July Non-Farm Payrolls will be released at 20:30 on August 7. The market currently still assigns about a 65% probability to September rate hikes; this data will directly impact the dollar, Treasury yields, and gold. If employment comes in stronger than expected, rate-hike pricing may rebound, putting renewed pressure on 4008—once it breaks, look toward 3952. If employment clearly weakens, interest-rate pressure will ease, and gold may retest 4110; after it holds, we can then look at 4157–4202.
My approach isn’t to bet on the data in advance, but to wait for the market to choose a direction. Let the range absorb the movement at the start of the week, manage risk before the NFP release, and only when price truly moves out of 4008–4110 does the trend logic become valid.
Risk reminder: during the NFP window, slippage, false breakouts, and quick snapbacks are common—key levels are not a guarantee of returns.
Do you think on Friday it will break 4110 first, or drop back to test 4008 first?
#黄金回落 #非农

Cruel Reassessment: PCE Turns Negative, Microsoft Soars by $450B—Why Does Capital Only Reward Cash Flow?
With PCE down 0.1% month-over-month and GDP up just 1.5%, the data eases immediate pressure for further rate hikes; meanwhile, private domestic demand still rises 3.9%, oil prices rebound to around $90, and the Fed still has no room to easily pivot. With rates staying high, companies must prove that their massive AI spending can translate into revenue.
$MSFTB Microsoft delivers a strong Azure growth report—its single-day market value increases by nearly $450B. Amazon, though free cash flow turns negative, sees AWS grow 37% and large-scale compute capacity already booked by customers, so the stock is still rewarded. Apple beats expectations but falls 7.4% because the market is looking at guidance that isn’t enough, rising storage costs, and the fact that AI commercialization still lags.
Tether stands on the other side: high interest rates allow its $184.6B USDT reserves to continue earning returns. It posts quarterly profits of $1.5B while also increasing gold holdings to 146 tons. It earns from dollar interest and uses gold to hedge against USD and geopolitical risks.
This set of market moves shows me that in the next phase, capital will keep rewarding AI infrastructure providers that generate cash flow and stablecoin issuers—while pure narrative assets will face higher discounts. But Tether’s earnings don’t automatically mean funds will flow in $BTC .
If high rates continue, which do you favor more: Microsoft or Amazon that sell compute capacity, or Tether that controls the dollar on-ramp? #MSFT #微软

Damn! GODS surged 70% in a single day—has GameFi really come back to life?
$GODS It spiked by about 70% at one point yesterday, and the current price is around $0.03. The 24-hour gain is still roughly 45%–60%. Single-day trading volume has jumped from about $120,000 previously to $1.6M–$3.2M, with the peak increase exceeding 20x.
GODS has a circulating market cap of about $12.8M, circulating supply of about 390M tokens, representing roughly 78% of the maximum supply of 500M. When the order book is shallow, trades totaling a few million dollars can quickly push the price up, then attract FOMO buyers to enter. $GOUT
GODS’ all-time high is around $8.8. Even after this surge, the cumulative drawdown is still over 99%. The game is still operating, and the token also has uses like synthesizing NFTs and buying card packs. But whether the price rally can be sustained still depends on whether real players, game revenue, and on-chain consumption can rebound in sync.
If there isn’t support from new products and user growth, do you think this rally is GameFi capital rotating, or a short-term squeeze caused by low liquidity tokens? #GODS #GameFi

The market is even more anxious: The Fed raised rates 0 times—why did US stocks still fall 1.52%?
The most interesting contrast from last night is that while the Fed kept interest rates at 3.50%–3.75%, three committee members still called for a rate hike. The S&P 500 fell 1.52%, the Nasdaq dropped 1.74%, and Brent crude once again surged to $90.74. What the market is worried about is no longer this meeting—it’s whether energy-driven inflation will put another rate hike back on the table next time.
The newly appointed Fed Chair, Waller, has repeatedly emphasized that 2% is not a soft target. When inflation remains persistently high, the Fed will take action without hesitation—and he even described this pause as “the beginning of the story.” The wording was hawkish, but the market reaction was contradictory: the yield on 2-year US Treasuries fell by about 8 basis points, gold broke above $4,100, but the yield on the 30-year US Treasuries rose to 5.23%.
What I care about more is the internal divergence within AI stocks. Microsoft absorbed the cost of its compute investment through cloud business, rising about 2% after hours. Meta’s revenue grew 28%, but its free cash flow plunged 91%, and it was down more than 6% after hours. With both sides spending money to buy GPUs, the market has started to differentiate between who can turn spending into revenue—and who only leaves behind capital expenditures.
$BTC This morning, around $63,900. When tech stocks fell, there wasn’t a clear drop—but it also hasn’t managed to reclaim $65,000 for a while. For now, I interpret it as weaker selling pressure, not as funds taking fresh risks. Next, if oil prices keep pressuring toward $100, whether BTC can hold above $63,250 will tell a more meaningful story than a one-off short-term rebound.
Do you think BTC’s current resilience is a sign of an independent uptrend—or just brief calm before another drop? #美联储何时降息？

Lost $523,000 in 23 minutes, with a 77.66% drawdown. This screenshot of the $TCC trade almost checked every pitfall for beginners buying scam coins.
This address bought 700 million TCC with about $674,000, and then sold 693 million TCC for only about $144,000 back.
The issue may not be that the “project suddenly got bad,” but that before placing the order, they might not even have checked the most basic liquidity.
The screenshot shows that $TCC’s market cap was only about $7,750 at the time. A buy order of $674,000—turns out to be more than 8 times the project’s market cap. On-paper price can be pumped up instantly by yourself, but when you sell there may not be enough buyers to take the orders, so the profit is just a number on the screen.
$BNB The TCryptochicks contract address in the Chain public marketplace is:
0xa4390B901a63641c92327E5793b45FCB46954444
Before placing an order, beginners should at least check these five things:
Only trust the contract address; don’t rely on the name, avatar, or Ticker.
Check the liquidity pool—not just the market cap; the planned investment amount should ideally be far smaller than the pool depth.
Use a very small amount to do one buy and one sell, and confirm whether selling works normally and what the actual tax rate is.
Check the top ten addresses, the deployer’s holdings, related wallets, and whether the LP is locked.
See whether trades are driven by only a few wallets—don’t mistake volume manufactured by bots for real buying.
The biggest lesson from this trade isn’t “don’t buy Meme coins,” but that when liquidity is insufficient, the act of buying itself may become the highest point. You think you’re catching the bottom, but in reality you’re providing an exit route for the people ahead of you.
Risk warning: Very low market cap tokens may involve whale-sized buy orders, liquidity removal, lookalike scam copies with the same name, and massive slippage. Treat the investment amount as potentially going to zero.
What do you think about a MEME coin like this?#TrendingTopic