灯塔CH
37 Posts
灯塔CH
交易四年：美股、BTC、ETH、BNB
High-Frequency Trader
7.2 Years
35 Following
4.7K+ Followers
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CZ presents his view: statistically, custody on exchanges may be safer than self-custody
On August 4, Binance founder CZ said on a social platform that, based on statistical data, storing crypto assets on centralized exchanges may be safer than self-custody.
There are several statistical issues with the data itself:
When centralized exchanges are hacked, it usually becomes major news and the scale of losses is likely to be fully recorded; whereas in self-custody scenarios, loss of private keys or local wallet theft often is not publicly disclosed, creating a clear statistical blind spot.
Exchange-side data also includes some losses caused by platform insolvency and shutdowns, further interfering with the comparability of the figures.
Binance and some top exchanges have protection funds that compensate users for losses resulting from security incidents; these losses differ from the original statistical data in the final net amounts.
In his post, CZ also emphasized that he is not claiming one custody method is absolutely better than the other; the two approaches have different risk profiles and are suited to different types of investors.
In related discussions, diversified allocation has been mentioned more often.
#CZ #币安 $BTC
On August 4, Binance founder CZ said on a social platform that, based on statistical data, storing crypto assets on centralized exchanges may be safer than self-custody.
There are several statistical issues with the data itself:
When centralized exchanges are hacked, it usually becomes major news and the scale of losses is likely to be fully recorded; whereas in self-custody scenarios, loss of private keys or local wallet theft often is not publicly disclosed, creating a clear statistical blind spot.
Exchange-side data also includes some losses caused by platform insolvency and shutdowns, further interfering with the comparability of the figures.
Binance and some top exchanges have protection funds that compensate users for losses resulting from security incidents; these losses differ from the original statistical data in the final net amounts.
In his post, CZ also emphasized that he is not claiming one custody method is absolutely better than the other; the two approaches have different risk profiles and are suited to different types of investors.
In related discussions, diversified allocation has been mentioned more often.
#CZ #币安 $BTC
1 @韭菜根谈
韭菜根谈
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Every trade has someone whose view is the opposite of yours.
When you’re buying, someone else is selling to you. They’ve also done their homework, and they’re just as certain that they’re right.
Thinking this through makes people a bit more humble: you’re not trading with “the market”—you’re trading with many other people just as confident as you are.
It doesn’t matter who’s right. What matters is whether the one who’s wrong is prepared.
#交易心态 #BTC☀️ $BTC
When you’re buying, someone else is selling to you. They’ve also done their homework, and they’re just as certain that they’re right.
Thinking this through makes people a bit more humble: you’re not trading with “the market”—you’re trading with many other people just as confident as you are.
It doesn’t matter who’s right. What matters is whether the one who’s wrong is prepared.
#交易心态 #BTC☀️ $BTC
1
Ahmed Ali Nizamani
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80 + 50 = 🎁🎁🎁🎁🎁🎁
1 @从0开始
从0开始
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AEVA and Nvidia
If you’re focused on low market-cap U.S. stocks with room for growth and an AI storage segment, you may want to take a look at $AEVA.
$AEVA becomes a CPO/NPO optical source player.
Background: $SIVE is viewed as a reliable CW DFB laser supplier for Aeva (known for LiDAR).
Aeva Technologies Inc uses frequency-modulated continuous-wave (FMCW) sensing technology to design a 4D, chip-scale LiDAR (LiDAR-on-chip). The chip and its proprietary software are expected to advance LiDAR technology for a wide range of applications, including autonomous driving, consumer electronics, consumer health, industrial automation, and security and surveillance. This 4D LiDAR sensor can detect both speed and position simultaneously, enabling sensing and decision-making in automated systems. The company’s business spans North America, Europe, the Middle East and Africa, and Asia. Its revenue streams include sales of perception solutions or sensing systems, as well as non-recurring engineering services. By geography, most of its revenue comes from North America.
$AEVA becomes a CPO/NPO optical source player.
Background: $SIVE is viewed as a reliable CW DFB laser supplier for Aeva (known for LiDAR).
Aeva Technologies Inc uses frequency-modulated continuous-wave (FMCW) sensing technology to design a 4D, chip-scale LiDAR (LiDAR-on-chip). The chip and its proprietary software are expected to advance LiDAR technology for a wide range of applications, including autonomous driving, consumer electronics, consumer health, industrial automation, and security and surveillance. This 4D LiDAR sensor can detect both speed and position simultaneously, enabling sensing and decision-making in automated systems. The company’s business spans North America, Europe, the Middle East and Africa, and Asia. Its revenue streams include sales of perception solutions or sensing systems, as well as non-recurring engineering services. By geography, most of its revenue comes from North America.
彭敏 Luffy
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The standard “bringing good fortune to your husband” face—let’s talk about it. Do you like it?
666 @静心1688
静心1688
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💥 The low point is not the end of life—it’s a stage for reshuffling.
💥 In good times, seize opportunities; in bad times, hone your character.
💥 Only those who can endure the loneliness of being unnoticed deserve poems and the road to faraway places.
💥 Everything that doesn’t defeat you will ultimately make you steadier, stronger.
#Shein最早本周探询香港IPO需求
💥 In good times, seize opportunities; in bad times, hone your character.
💥 Only those who can endure the loneliness of being unnoticed deserve poems and the road to faraway places.
💥 Everything that doesn’t defeat you will ultimately make you steadier, stronger.
#Shein最早本周探询香港IPO需求
1 @静姐6888
静姐6888
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There’s a touch of green by the window; sweetness in every sip during the day; a gentle breeze in the cup.
A morning healed by sunshine and fresh fruit—soft days ahead, and everything bright.
Take this morning freshness, bring along good vibes, and head into a new day—good morning 🥰🥰
A morning healed by sunshine and fresh fruit—soft days ahead, and everything bright.
Take this morning freshness, bring along good vibes, and head into a new day—good morning 🥰🥰
11 @生蚝哥Oyster
生蚝哥Oyster
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Bullish🔥🔥Follow to unlock red packet benefits!!
The benefits are ready 🧧 Hurry to receive your good fortune
Follow this account and reply to the message to get your red packet directly! Get benefits every day!
#bnb
The benefits are ready 🧧 Hurry to receive your good fortune
Follow this account and reply to the message to get your red packet directly! Get benefits every day!
#bnb
1 @周周1688
周周1688
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Thanks @Jiayi Li , @Jiayi助手 also thanks $USD1 project party! 🥰🥰
Binance Plaza event for 4th–8th is ongoing! 🔥🔥
This is already the second time in 2026 bringing benefits to everyone 🧧!
From the bottom of my heart ❤️ hope there are more project parties like this for the plaza! Make the plaza lively!
@Yi He
@CZ
@Binance Earn Official
Binance Plaza event for 4th–8th is ongoing! 🔥🔥
This is already the second time in 2026 bringing benefits to everyone 🧧!
From the bottom of my heart ❤️ hope there are more project parties like this for the plaza! Make the plaza lively!
@Yi He
@CZ
@Binance Earn Official
1 @橙子Joyce
橙子Joyce
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Full FOMO! Goldman Funds Flow Expert: Options Trading Volume Hits a Record High as U.S. Stocks Roll Out a “Crazy Rally-Chase”
Large-scale deleveraging and the selloff in tech stocks in July have just wrapped up, and market sentiment flipped rapidly at the beginning of August.
Goldman Sachs’ latest report shows that investors are quickly rebuilding risk exposure, with demand for call options surging to a historical high. The market has started to enter a “buy the rally” positive feedback loop driven by position unwinds—“the more it rises, the more you buy.” Goldman Sachs liquidity strategist Lee Coppersmith said plainly: “July completed the position reset, and now investors are scrambling to catch up with the action throughout August.”
Data shows that on Tuesday, trading volume for S&P 500 index (SPX) call options surpassed 4 million contracts, setting a record for the highest-ever single-day figure. At the same time, the SPX put/call options skew recorded its largest two-day decline in nearly a decade, reflecting a sharp surge in investors’ demand for upside risk exposure.
Goldman Sachs’ latest report shows that investors are quickly rebuilding risk exposure, with demand for call options surging to a historical high. The market has started to enter a “buy the rally” positive feedback loop driven by position unwinds—“the more it rises, the more you buy.” Goldman Sachs liquidity strategist Lee Coppersmith said plainly: “July completed the position reset, and now investors are scrambling to catch up with the action throughout August.”
Data shows that on Tuesday, trading volume for S&P 500 index (SPX) call options surpassed 4 million contracts, setting a record for the highest-ever single-day figure. At the same time, the SPX put/call options skew recorded its largest two-day decline in nearly a decade, reflecting a sharp surge in investors’ demand for upside risk exposure.
1 @韭菜根谈
韭菜根谈
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LITE surges 10% in a single day, leading the optical communications sector
Lumentum (LITE) surged 10% during today’s intraday trading. Meanwhile, US stock index futures hit an all-time high over the same period.
This company operates in optical communications and photonics. Its product lines include optical transceiver modules and laser components—key suppliers in the AI data center supply chain. Over the past year, its stock price has risen by roughly 700%.
It’s worth noting the path it has taken this year.
Over the past three months, LITE has once lagged behind its peers by 40%. The reason is that the market has started to worry that co-packaged optics—this new technology—could erode its product demand. Note: the worry is about “whether it will happen,” not “it already has.”
This company operates in optical communications and photonics. Its product lines include optical transceiver modules and laser components—key suppliers in the AI data center supply chain. Over the past year, its stock price has risen by roughly 700%.
It’s worth noting the path it has taken this year.
Over the past three months, LITE has once lagged behind its peers by 40%. The reason is that the market has started to worry that co-packaged optics—this new technology—could erode its product demand. Note: the worry is about “whether it will happen,” not “it already has.”
usd1
@周周1688
@周周1688
周周1688
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USD1 steady income, WLFI captures the ecosystem
Event live: wealth “window” reveal & breakdown! $BNB 🧧🧧
Join the weekly 1688 livestream in Rooms 4–8, see you there!
$BTC $BNB
#1688家族family
@Jiayi Li
Event live: wealth “window” reveal & breakdown! $BNB 🧧🧧
Join the weekly 1688 livestream in Rooms 4–8, see you there!
$BTC $BNB
#1688家族family
@Jiayi Li
1 @从0开始
从0开始
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📍📍NVIDIA × SpaceX Team Up to Build Starmind—This Is Absolutely Insane Good News.🚀
Two of the world’s biggest tech giants are joining forces to shape the future of space AI.
This is incredibly important.🔥
Two of the world’s biggest tech giants are joining forces to shape the future of space AI.
This is incredibly important.🔥
1 @01晚风
01晚风
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Love well and go live 🌸
Every day’s sun is new ☀️
Don’t waste the beautiful morning light ✨
Leave all your unhappiness to yesterday 🗑️
Give all your effort to today 💪
Keep all your good luck for yourself 🍀
Save your gentleness for life ❤️
Every day’s sun is new ☀️
Don’t waste the beautiful morning light ✨
Leave all your unhappiness to yesterday 🗑️
Give all your effort to today 💪
Keep all your good luck for yourself 🍀
Save your gentleness for life ❤️
spaceX @橙子Joyce
橙子Joyce
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SpaceX, the U.S. space exploration technology company, 2026 Q2 performance: Spacex expects about 56% of backlog orders to recognize revenue within 1 year, and about 34% to recognize revenue within 1 to 3 years—U.S. Securities and Exchange Commission filing!
Revenue of $7.8 billion, up 92% year over year; diluted loss per share of $0.09.
Net loss of $541 million, an improvement of $467 million compared with a net loss of $1.0 billion in the same period last year.
Adjusted EBITDA was $3.5 billion, up 191% year over year, increasing from $1.2 billion to $3.5 billion.
Business highlights
Backed by an extreme vertical integration model to achieve strong growth; overall revenue from its aerospace business, Starlink communications business, and artificial intelligence business surged 92% year over year.
Within the past 90 days, completed two successful test flights of Starship V3 prototype units, continuously advancing the rapid implementation of rocket full-arc fast reuse technology.
Net loss of $541 million, an improvement of $467 million compared with a net loss of $1.0 billion in the same period last year.
Adjusted EBITDA was $3.5 billion, up 191% year over year, increasing from $1.2 billion to $3.5 billion.
Business highlights
Backed by an extreme vertical integration model to achieve strong growth; overall revenue from its aerospace business, Starlink communications business, and artificial intelligence business surged 92% year over year.
Within the past 90 days, completed two successful test flights of Starship V3 prototype units, continuously advancing the rapid implementation of rocket full-arc fast reuse technology.
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