从0开始1688
179 Posts
从0开始1688
5年炒币亏成狗，2026埋头苦干web3
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U.S. SEC Rolls Out a New Crypto Regulatory Framework Proposal
Is this the start of a real bull market driven by capital?
Or is it a typical leveraged liquidation rally?
Yesterday’s rally in BTC, ETH, and SOL was absolutely not simply because of the U.S. SEC’s crypto regulatory proposal:
Last night, the U.S. SEC rolled out a new proposal for crypto regulation (Regulation Crypto Assets).
“You violated the rules, I will punish you”; and now it has shifted to, “I’m telling you the rules—follow them as the rules develop.”
The biggest factor is: extreme short positions + a market liquidity freeze point.
Liquidation profits far exceed the cost of a pump!
Favorable policy expectations + passive buying pressure from derivatives liquidations + a reversal in market sentiment
Jointly promote
Data shows that when BTC broke above around $69,000, within a short period there were short liquidations on the scale of over $1 billion. The shorts were forced to cover, becoming an important fuel for the rise.
Last night, the U.S. SEC rolled out a new proposal for crypto regulation (Regulation Crypto Assets).
“You violated the rules, I will punish you”; and now it has shifted to, “I’m telling you the rules—follow them as the rules develop.”
The biggest factor is: extreme short positions + a market liquidity freeze point.
Liquidation profits far exceed the cost of a pump!
Favorable policy expectations + passive buying pressure from derivatives liquidations + a reversal in market sentiment
Jointly promote
Data shows that when BTC broke above around $69,000, within a short period there were short liquidations on the scale of over $1 billion. The shorts were forced to cover, becoming an important fuel for the rise.
The Cry of SpaceX X…
Global family offices move in big to build positions in SpaceX: totaling $3.8 billion; the Hyatt hotel heiress holds a concentrated $1.8 billion stake
On August 17, ultra-high-net-worth family offices from the Americas, Europe, and the Middle East had cumulatively built up about $3.8 billion in SpaceX holdings. The largest single position comes from the family office under Hyatt hotel heiress Nick Pritzker. As of the end of June, it held a SpaceX position worth about $1.8 billion, with the buildup occurring just a few weeks after SpaceX went public.
Two major trends are emerging: First, family offices are reallocating funds from traditional allocations, actively positioning for long-cycle themes such as rockets, satellites, and AI infrastructure. Second, SpaceX’s capital structure in the secondary market is shifting from the previous PE/VC holders to a broader base of ultra-high-net-worth individuals and institutional investors. Against the backdrop of volatility in SpaceX’s share price after listing, the pressure from unlocks and selling, and a short-squeeze environment, large-scale accumulation by family offices has provided the market with new buy-side support.
Global family offices move in big to build positions in SpaceX: totaling $3.8 billion; the Hyatt hotel heiress holds a concentrated $1.8 billion stake
On August 17, ultra-high-net-worth family offices from the Americas, Europe, and the Middle East had cumulatively built up about $3.8 billion in SpaceX holdings. The largest single position comes from the family office under Hyatt hotel heiress Nick Pritzker. As of the end of June, it held a SpaceX position worth about $1.8 billion, with the buildup occurring just a few weeks after SpaceX went public.
Two major trends are emerging: First, family offices are reallocating funds from traditional allocations, actively positioning for long-cycle themes such as rockets, satellites, and AI infrastructure. Second, SpaceX’s capital structure in the secondary market is shifting from the previous PE/VC holders to a broader base of ultra-high-net-worth individuals and institutional investors. Against the backdrop of volatility in SpaceX’s share price after listing, the pressure from unlocks and selling, and a short-squeeze environment, large-scale accumulation by family offices has provided the market with new buy-side support.
📌Oh my, is Ethereum about to climb up 15,000? 😱
On August 17, BitMine’s chairman Tom Lee cited technical analysis, expressing expectations for a potential technical breakout in Ethereum.
Ethereum’s current price is only 3.5% away from the top boundary of the Ichimoku cloud of the daily chart—this would be the first time it has closed above that key resistance since October 9, 2025.
At present, the price of Ethereum is around $1,906, with cloud resistance just within reach.
Tom Lee continued his earlier bullish view on Ethereum. He previously posted publicly in July that the ETH/BTC ratio would strengthen in the second half of 2026. His core logic centered on the combined momentum of ETH’s monetary narrative, stablecoin growth, and the tokenization of assets.
The top of the Ichimoku cloud is regarded by technical analysts as an important reference for trend reversals. If it breaks out effectively, it may open up further upside room.
On August 17, BitMine’s chairman Tom Lee cited technical analysis, expressing expectations for a potential technical breakout in Ethereum.
Ethereum’s current price is only 3.5% away from the top boundary of the Ichimoku cloud of the daily chart—this would be the first time it has closed above that key resistance since October 9, 2025.
At present, the price of Ethereum is around $1,906, with cloud resistance just within reach.
Tom Lee continued his earlier bullish view on Ethereum. He previously posted publicly in July that the ETH/BTC ratio would strengthen in the second half of 2026. His core logic centered on the combined momentum of ETH’s monetary narrative, stablecoin growth, and the tokenization of assets.
The top of the Ichimoku cloud is regarded by technical analysts as an important reference for trend reversals. If it breaks out effectively, it may open up further upside room.
Verified
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.
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.
Birds of a feather flock together; people are drawn to their kind.
What’s right for you is what matters.
Interacting with others requires fate.
Only when you share common interests can you communicate deeply and build lasting relationships 🌹
What’s right for you is what matters.
Interacting with others requires fate.
Only when you share common interests can you communicate deeply and build lasting relationships 🌹
Verified
😱 Scary—can you do it like this?
The token creator uses a contract to forcibly transfer
CZ address doesn’t actively destroy the “Bull Comes” token
According to Arkham data on August 16, around 16:15 today, CZ’s publicly donated address has shown three consecutive token-destruction transactions. These include 4,444 units of the Meme token “Bull Comes” (contract address starts with 0xD043B6, which is the same-named token as the “Bull Comes” that market hype has associated with a contract starting with 0xbee), 4,444 units of the Meme coin MarsCoin, and 4,444 units of “Binance Life.”
Upon verification of the three destruction transactions, the 4,444 units of the Meme token “Bull Comes” were not actively destroyed by CZ. The transaction initiator was the token creator themselves (0xcf86..383). The creator deployed the contract, set privileged authorization, minted 1 billion tokens to their own address, then proactively transferred about 800 million tokens to the CZ address. After that, they used transferFrom to forcibly withdraw 4,444 tokens from the CZ address to a burn/dark hole address, thereby simulating CZ’s destruction. During this period, the CZ address had no authorization for that token or for the initiator.
This tactic is far from uncommon. Previously, in 2025, the CAAB token project team transferred 80% of the supply directly to CZ’s donation address, promoting “CZ holdings.” The market value briefly surged to a false high, misleading investors. The SHORT token sent 99.9% of its supply to CZ; after CZ “cleared” (burned) it, it instead triggered a short-term blow-up. The project team then used the opportunity to sell off.
The token creator uses a contract to forcibly transfer
CZ address doesn’t actively destroy the “Bull Comes” token
According to Arkham data on August 16, around 16:15 today, CZ’s publicly donated address has shown three consecutive token-destruction transactions. These include 4,444 units of the Meme token “Bull Comes” (contract address starts with 0xD043B6, which is the same-named token as the “Bull Comes” that market hype has associated with a contract starting with 0xbee), 4,444 units of the Meme coin MarsCoin, and 4,444 units of “Binance Life.”
Upon verification of the three destruction transactions, the 4,444 units of the Meme token “Bull Comes” were not actively destroyed by CZ. The transaction initiator was the token creator themselves (0xcf86..383). The creator deployed the contract, set privileged authorization, minted 1 billion tokens to their own address, then proactively transferred about 800 million tokens to the CZ address. After that, they used transferFrom to forcibly withdraw 4,444 tokens from the CZ address to a burn/dark hole address, thereby simulating CZ’s destruction. During this period, the CZ address had no authorization for that token or for the initiator.
This tactic is far from uncommon. Previously, in 2025, the CAAB token project team transferred 80% of the supply directly to CZ’s donation address, promoting “CZ holdings.” The market value briefly surged to a false high, misleading investors. The SHORT token sent 99.9% of its supply to CZ; after CZ “cleared” (burned) it, it instead triggered a short-term blow-up. The project team then used the opportunity to sell off.
Verified
NVDAUS-0.25%
Few words, steady action, and a carefree spirit with integrity
Shine without dazzling; still water flows deep
Learn to accept different viewpoints, and don’t refute them.
Because everyone’s original family, upbringing, and educational background are different,
I examine myself three times a day
Shine without dazzling; still water flows deep
Learn to accept different viewpoints, and don’t refute them.
Because everyone’s original family, upbringing, and educational background are different,
I examine myself three times a day
In the age of the knowledge economy,
the higher someone’s cognitive level, the stronger their ability to acquire wealth.
In the age of the knowledge economy,
the higher someone’s cognitive level, the stronger their ability to acquire wealth.
Those who make money through their cognitive abilities can earn ten times, or even a hundred times, more than others.
Long-term oriented people—strong ones are always stronger
the higher someone’s cognitive level, the stronger their ability to acquire wealth.
In the age of the knowledge economy,
the higher someone’s cognitive level, the stronger their ability to acquire wealth.
Those who make money through their cognitive abilities can earn ten times, or even a hundred times, more than others.
Long-term oriented people—strong ones are always stronger
You were suddenly healed by this line:
If you dwell on it, even trifles can hurt you.
If you let it go, the comings and goings of life won’t frighten you.
Life is taking things seriously and letting them go—being devoted and also being brave.
Do your best in everything, and then let things take their course...
If you dwell on it, even trifles can hurt you.
If you let it go, the comings and goings of life won’t frighten you.
Life is taking things seriously and letting them go—being devoted and also being brave.
Do your best in everything, and then let things take their course...
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