Jealousy尼卡
30 Posts
Jealousy尼卡
“善妒者无大为,行而不远”！
管理学博士，金融学硕士。聊聊Web3 | 美股 | AI。
7 Following
123 Followers
141 Liked
Posts
All
Quotes
Partly True
Recently, I’ve seen several big players selling Predict’s points—are they trying to recoup losses, or do they know something behind the scenes?
But from what I can see, the prediction market is still fairly optimistic about PRE’s FDV after TGE, mainly because it has the backing of Binance’s top-tier resources.
For @Polymarket, the pool of 100M–500M FDV for PRE, one day after its release, is all above 50%; @42space market speculation suggests the most concentrated range is between 300M and 400M.
Honestly, in this bear market, if Predict’s token issuance can reach an FDV of over 300M, that’s already quite strong.
Finally, let me say something controversial: in this market, 95% of people are here for the airdrop, not because they genuinely like prediction.
But from what I can see, the prediction market is still fairly optimistic about PRE’s FDV after TGE, mainly because it has the backing of Binance’s top-tier resources.
For @Polymarket, the pool of 100M–500M FDV for PRE, one day after its release, is all above 50%; @42space market speculation suggests the most concentrated range is between 300M and 400M.
Honestly, in this bear market, if Predict’s token issuance can reach an FDV of over 300M, that’s already quite strong.
Finally, let me say something controversial: in this market, 95% of people are here for the airdrop, not because they genuinely like prediction.
Verified
Tomorrow, Yushu Technology will have its IPO subscription—could it become one of the most outrageous wealth-effect stories of this year?
Yushu Technology’s final issue price has been set at 150.80 yuan per share.
For a Science and Innovation Board lot (500 shares), the payment required is about 75,400 yuan.
On the other side, on Hyperliquid, the pre-market price for Yushu Technology has already surged to 85.4U.
Using the previously applied exchange-rate convention:
85.4U ≈ 576.45 yuan per share
That means:
Theoretical price spread per share: about 424.98 yuan
Theoretical value of one lot: about 288,200 yuan
IPO subscription cost: about 75,400 yuan
Theoretical unrealized gain per lot: about 212,800 yuan
In other words, if the pre-market price can be realized into the trading price after listing on A-shares, the profit from one lot could be close to 3x the subscription cost.
Now looking at market cap:
Yushu’s offering market cap: about 61 billion yuan
Hyperliquid’s 85.4U implies a market cap of about 232.2 billion yuan
The pre-market market has already priced in a premium of about 3.81x the offering market cap.
Of course, the pre-market price isn’t the listing price—between the two, liquidity, sentiment, and capital games will all play a role.
But the biggest significance of this case is that:
The imagination around the robotics sector is now being re-priced by the capital markets.
In the past few years, the market chased AI computing power; in the next few years, embodied intelligence could become the new super-narrative.
Yushu is just the first batch of companies stepping into the spotlight.
Yushu Technology’s final issue price has been set at 150.80 yuan per share.
For a Science and Innovation Board lot (500 shares), the payment required is about 75,400 yuan.
On the other side, on Hyperliquid, the pre-market price for Yushu Technology has already surged to 85.4U.
Using the previously applied exchange-rate convention:
85.4U ≈ 576.45 yuan per share
That means:
Theoretical price spread per share: about 424.98 yuan
Theoretical value of one lot: about 288,200 yuan
IPO subscription cost: about 75,400 yuan
Theoretical unrealized gain per lot: about 212,800 yuan
In other words, if the pre-market price can be realized into the trading price after listing on A-shares, the profit from one lot could be close to 3x the subscription cost.
Now looking at market cap:
Yushu’s offering market cap: about 61 billion yuan
Hyperliquid’s 85.4U implies a market cap of about 232.2 billion yuan
The pre-market market has already priced in a premium of about 3.81x the offering market cap.
Of course, the pre-market price isn’t the listing price—between the two, liquidity, sentiment, and capital games will all play a role.
But the biggest significance of this case is that:
The imagination around the robotics sector is now being re-priced by the capital markets.
In the past few years, the market chased AI computing power; in the next few years, embodied intelligence could become the new super-narrative.
Yushu is just the first batch of companies stepping into the spotlight.
Damn, Kaito's new regulations came out for a day and $KAITO dropped 20%
The official says now it's harder to cut the grass
Even those who drew up the collateralized pledge's “pie” don't believe it anymore
The official says now it's harder to cut the grass
Even those who drew up the collateralized pledge's “pie” don't believe it anymore
Jealousy尼卡
·
--
Good news for $KAITO ?
$KAITO has announced a new round of upgrades to its staking mechanism, and the efficiency of reward distribution will be further improved:
1. The reward pool is expected to grow by 2x
By introducing a “voluntary participation mechanism,” unclaimed airdrop allocations will be redistributed to active stakers before claim, reducing wasted rewards.
2. The number of participating projects is expected to increase by 2x
Kaito will cancel token event (TGE) pre-token activity fees, encouraging more projects to join the staker airdrop system, so that ecosystem returns flow back to the community even more.
3. Long-term stakers gain higher weight
Under the new rules, participants must stake for the entire duration of the event. Temporary buyers who stake just for the airdrop will see reduced advantages, while true long-term holders receive more rewards.
Currently, most airdrops still require a minimum of 5000 $KAITO (basically excluding small holders). Yapybara NFT holders receive an additional 10% distribution bonus. Small holders can go to Pendle’s YT pool.
In the end, it feels like a positive development—at least Kaito is back, but not that big ~
$KAITO has announced a new round of upgrades to its staking mechanism, and the efficiency of reward distribution will be further improved:
1. The reward pool is expected to grow by 2x
By introducing a “voluntary participation mechanism,” unclaimed airdrop allocations will be redistributed to active stakers before claim, reducing wasted rewards.
2. The number of participating projects is expected to increase by 2x
Kaito will cancel token event (TGE) pre-token activity fees, encouraging more projects to join the staker airdrop system, so that ecosystem returns flow back to the community even more.
3. Long-term stakers gain higher weight
Under the new rules, participants must stake for the entire duration of the event. Temporary buyers who stake just for the airdrop will see reduced advantages, while true long-term holders receive more rewards.
Currently, most airdrops still require a minimum of 5000 $KAITO (basically excluding small holders). Yapybara NFT holders receive an additional 10% distribution bonus. Small holders can go to Pendle’s YT pool.
In the end, it feels like a positive development—at least Kaito is back, but not that big ~
What does it mean?
Is $BTC a good teammate?
Or is $BTC just a backup?
Golden Retriever, don’t mess with people in the crypto circle like they’re idiots, okay?
Is $BTC a good teammate?
Or is $BTC just a backup?
Golden Retriever, don’t mess with people in the crypto circle like they’re idiots, okay?
This melon seems like nobody’s eating
UpShift’s apxUSD has been accrued, and the community is in an uproar. Honestly, this is all because previously $STRC collapsed, causing apxUSD’s price to crash and liquidity to dry up.
One comment made me laugh: “Every time I see your messages, it’s a pullback here and a pullback there—no good news almost ever. You guys can either do it properly, or if you can’t, just close the door.”
That said, Saturn is still impressive in comparison—the product design is a success:
1. The split design of USDat and sUSDat is reasonable.
2. sUSDat’s redemption mechanism is strong.
3. High reserve transparency.
4. The overall product logic is simple and easy to understand.
In the end, I remembered something Guo Degang once said: “This industry—everything depends on peers propping you up.” You can only truly appreciate Saturn’s excellence through comparison~
$BTC
UpShift’s apxUSD has been accrued, and the community is in an uproar. Honestly, this is all because previously $STRC collapsed, causing apxUSD’s price to crash and liquidity to dry up.
One comment made me laugh: “Every time I see your messages, it’s a pullback here and a pullback there—no good news almost ever. You guys can either do it properly, or if you can’t, just close the door.”
That said, Saturn is still impressive in comparison—the product design is a success:
1. The split design of USDat and sUSDat is reasonable.
2. sUSDat’s redemption mechanism is strong.
3. High reserve transparency.
4. The overall product logic is simple and easy to understand.
In the end, I remembered something Guo Degang once said: “This industry—everything depends on peers propping you up.” You can only truly appreciate Saturn’s excellence through comparison~
$BTC
Oh no, the Digital Asset Market Clarity Act CLARITY still hasn’t passed!
Now it’s been pushed to mid-to-late September, but everyone doesn’t need to worry—passing it is just a matter of time.
Actually, many people don’t know that CLARITY has already covered two-fifths of the way through:
1.✅ The House has passed
2.✅ The Senate Banking Committee has passed (15-9), and moved to the full Senate for a vote
3.❌ The Senate passes the final vote
4. The President signs
As long as the Senate can pass it, Trump will definitely sign it. So the bill is basically just down to the last little push.
The odds of it passing this time were never that high. Just look at BTC—its price hasn’t really been affected at all.
Wait until September and see if we can get a boost to $BTC . If it can likely pass in September, then BTC should rise.
Be patient—hurrying won’t make the hot tofu cook faster. Keep doing your DCA (dollar-cost averaging).
Now it’s been pushed to mid-to-late September, but everyone doesn’t need to worry—passing it is just a matter of time.
Actually, many people don’t know that CLARITY has already covered two-fifths of the way through:
1.✅ The House has passed
2.✅ The Senate Banking Committee has passed (15-9), and moved to the full Senate for a vote
3.❌ The Senate passes the final vote
4. The President signs
As long as the Senate can pass it, Trump will definitely sign it. So the bill is basically just down to the last little push.
The odds of it passing this time were never that high. Just look at BTC—its price hasn’t really been affected at all.
Wait until September and see if we can get a boost to $BTC . If it can likely pass in September, then BTC should rise.
Be patient—hurrying won’t make the hot tofu cook faster. Keep doing your DCA (dollar-cost averaging).
Partly True
Good news for $KAITO ?
$KAITO has announced a new round of upgrades to its staking mechanism, and the efficiency of reward distribution will be further improved:
1. The reward pool is expected to grow by 2x
By introducing a “voluntary participation mechanism,” unclaimed airdrop allocations will be redistributed to active stakers before claim, reducing wasted rewards.
2. The number of participating projects is expected to increase by 2x
Kaito will cancel token event (TGE) pre-token activity fees, encouraging more projects to join the staker airdrop system, so that ecosystem returns flow back to the community even more.
3. Long-term stakers gain higher weight
Under the new rules, participants must stake for the entire duration of the event. Temporary buyers who stake just for the airdrop will see reduced advantages, while true long-term holders receive more rewards.
Currently, most airdrops still require a minimum of 5000 $KAITO (basically excluding small holders). Yapybara NFT holders receive an additional 10% distribution bonus. Small holders can go to Pendle’s YT pool.
In the end, it feels like a positive development—at least Kaito is back, but not that big ~
$KAITO has announced a new round of upgrades to its staking mechanism, and the efficiency of reward distribution will be further improved:
1. The reward pool is expected to grow by 2x
By introducing a “voluntary participation mechanism,” unclaimed airdrop allocations will be redistributed to active stakers before claim, reducing wasted rewards.
2. The number of participating projects is expected to increase by 2x
Kaito will cancel token event (TGE) pre-token activity fees, encouraging more projects to join the staker airdrop system, so that ecosystem returns flow back to the community even more.
3. Long-term stakers gain higher weight
Under the new rules, participants must stake for the entire duration of the event. Temporary buyers who stake just for the airdrop will see reduced advantages, while true long-term holders receive more rewards.
Currently, most airdrops still require a minimum of 5000 $KAITO (basically excluding small holders). Yapybara NFT holders receive an additional 10% distribution bonus. Small holders can go to Pendle’s YT pool.
In the end, it feels like a positive development—at least Kaito is back, but not that big ~
Verified
Gold will definitely rise in the long run. $XAUT is no exception when it returns to around 4300.
Just look at the size of the U.S. Treasury bond market in the chart—it has already broken through 40 trillion.
The interest that needs to be paid every year is more than one trillion, which is even higher than the U.S. defense budget.
This money is basically impossible to repay through economic growth; the only way is to follow the old path of debt monetization.
So no matter how hawkish the Fed gets, in the end it will be forced to restart some form of bond buying.
A weakening U.S. dollar is basically obvious (in the long run).
One more point: regarding tonight’s Non-Farm Payrolls report, the market may already have priced in expectations, which could be why gold has risen.
Of course, in the long run this is also beneficial for $BTC ~~~
Just look at the size of the U.S. Treasury bond market in the chart—it has already broken through 40 trillion.
The interest that needs to be paid every year is more than one trillion, which is even higher than the U.S. defense budget.
This money is basically impossible to repay through economic growth; the only way is to follow the old path of debt monetization.
So no matter how hawkish the Fed gets, in the end it will be forced to restart some form of bond buying.
A weakening U.S. dollar is basically obvious (in the long run).
One more point: regarding tonight’s Non-Farm Payrolls report, the market may already have priced in expectations, which could be why gold has risen.
Of course, in the long run this is also beneficial for $BTC ~~~
I told you already: when $SPCXB rebounds, go short. With such a concrete negative catalyst like this unlock event, there’s basically nothing to be afraid of.
Even if the company’s Q2 earnings report looks great, it doesn’t solve the sell-pressure facing the market. For stocks with unlock events, in most cases they rally before the unlock (high-price dumping), and after the unlock they face pressure and need time to digest it. Unless there’s strong capital that firmly pushes upward, it’s rare to see sustained gains after a large-scale unlock.
Also, I noticed that many people don’t really grasp what this time’s 911.5 million shares being unlocked means.
Let’s calculate it simply: After $SPCXB was listed, it has been a typical low-float stock. Although the overall market cap is large, the shares actually available for trading in the secondary market are very few. The initial float ratio was only 4.9%. That’s why the price could be pushed up quickly earlier—the float was so small that with only a little capital pushing, the price had huge elasticity. But this time is different. This unlock involves 911.5 million shares, which is about 6.9% of the total outstanding shares—actually even more than the shares that were initially available to trade.
In other words:
Unlock before:
Float ratio about 4.9%
After unlock:
Float ratio jumps directly to about 11.8%
The tradable float more than doubles.
What does that mean? It’s like the market suddenly gets a batch of newly tradable shares, and the earlier advantage of scarce supply is clearly weakened. Of course, after the earnings report was released, $SPCXB did see a rebound—mainly because the AI business grew significantly.
But the problem is: good earnings ≠ no selling pressure. So you still have to look at the essence.
Black humor: the 4-hour candlestick chart drew a big rocket.
Even if the company’s Q2 earnings report looks great, it doesn’t solve the sell-pressure facing the market. For stocks with unlock events, in most cases they rally before the unlock (high-price dumping), and after the unlock they face pressure and need time to digest it. Unless there’s strong capital that firmly pushes upward, it’s rare to see sustained gains after a large-scale unlock.
Also, I noticed that many people don’t really grasp what this time’s 911.5 million shares being unlocked means.
Let’s calculate it simply: After $SPCXB was listed, it has been a typical low-float stock. Although the overall market cap is large, the shares actually available for trading in the secondary market are very few. The initial float ratio was only 4.9%. That’s why the price could be pushed up quickly earlier—the float was so small that with only a little capital pushing, the price had huge elasticity. But this time is different. This unlock involves 911.5 million shares, which is about 6.9% of the total outstanding shares—actually even more than the shares that were initially available to trade.
In other words:
Unlock before:
Float ratio about 4.9%
After unlock:
Float ratio jumps directly to about 11.8%
The tradable float more than doubles.
What does that mean? It’s like the market suddenly gets a batch of newly tradable shares, and the earlier advantage of scarce supply is clearly weakened. Of course, after the earnings report was released, $SPCXB did see a rebound—mainly because the AI business grew significantly.
But the problem is: good earnings ≠ no selling pressure. So you still have to look at the essence.
Black humor: the 4-hour candlestick chart drew a big rocket.
Du Yongping’s Investment Philosophy Collection
Yesterday, the news that Du Yongping reduced his holdings in Pop Mart topped the hot searches again, and the reasons behind it are subject to various speculations. In fact, his investment philosophy is what everyone should learn from.
This collection includes a few books and interview records, which can help you better understand Du Yongping as a person and his investment philosophy:
【Du Yongping: Investing is not afraid of concentration—not ordinary concentration, but absolute concentration】
【A Conversation with Du Yongping at Stanford: Stop Doing List (with study notes)】
【Conversation with Du Yongping】
【Zhang Xinfan: A truly brilliant speech】
【Du Yongping in early newspapers】
【Du Yongping’s Investment Q&A (Business Logic Edition)】
【Du Yongping’s Investment Q&A (Investment Logic Edition)】
【Du Yongping’s Investment Logic (Snowball)】
【Du Yongping Answers 49 Questions: The Success Secret Lies in the “Stop Doing List”】
【Du Yongping: Not for the list (Stop Doing List)】
This collection is a great learning resource:
https://github.com/iqiancheng/fastisslow
Finally, I hope everyone in a bear market keeps reading more books and learning more—there’s really no downside~
I’m Nika. I’ll continue to share useful and interesting tools and projects related to AI, US stocks, and Web3. If you’re interested, feel free to follow—see you next time～
Yesterday, the news that Du Yongping reduced his holdings in Pop Mart topped the hot searches again, and the reasons behind it are subject to various speculations. In fact, his investment philosophy is what everyone should learn from.
This collection includes a few books and interview records, which can help you better understand Du Yongping as a person and his investment philosophy:
【Du Yongping: Investing is not afraid of concentration—not ordinary concentration, but absolute concentration】
【A Conversation with Du Yongping at Stanford: Stop Doing List (with study notes)】
【Conversation with Du Yongping】
【Zhang Xinfan: A truly brilliant speech】
【Du Yongping in early newspapers】
【Du Yongping’s Investment Q&A (Business Logic Edition)】
【Du Yongping’s Investment Q&A (Investment Logic Edition)】
【Du Yongping’s Investment Logic (Snowball)】
【Du Yongping Answers 49 Questions: The Success Secret Lies in the “Stop Doing List”】
【Du Yongping: Not for the list (Stop Doing List)】
This collection is a great learning resource:
https://github.com/iqiancheng/fastisslow
Finally, I hope everyone in a bear market keeps reading more books and learning more—there’s really no downside~
I’m Nika. I’ll continue to share useful and interesting tools and projects related to AI, US stocks, and Web3. If you’re interested, feel free to follow—see you next time～
Did the big shots’ airdrop relay arrive?
First there was the rich ge and airkin_
Then there’s zizi ge’s dappOS_com
So who’s next? Big shots, get rolling—smart ones have already gone to Zizi ge’s tweet and left their wallet addresses, hahahaha $DOS
First there was the rich ge and airkin_
Then there’s zizi ge’s dappOS_com
So who’s next? Big shots, get rolling—smart ones have already gone to Zizi ge’s tweet and left their wallet addresses, hahahaha $DOS
A babysitter-level tutorial: Get a clean overseas IP with VPS + v2ray-agent + Clash, reducing the risk of Claude / ChatGPT account bans
I believe there are very few Claude users who haven’t had their accounts banned at least once. So securing a clean IP to avoid bans has become a must-have for AI users.
The specific process (for a more detailed process, please check the repository):
1. Buy an overseas VPS cloud server (recommended: VMiss, personal use)
2. Connect to the VPS server via SSH
3. Set up a VPN service on the VPS (using v2ray-agent)
4. Import the generated subscription link into your local Clash, and enable TUN mode
Repository address:
https://github.com/huasanai/vps-vpn-clash-setup
The price is also very cheap—expected costs are only from $5 per month (VPS expenses).
I believe there are very few Claude users who haven’t had their accounts banned at least once. So securing a clean IP to avoid bans has become a must-have for AI users.
The specific process (for a more detailed process, please check the repository):
1. Buy an overseas VPS cloud server (recommended: VMiss, personal use)
2. Connect to the VPS server via SSH
3. Set up a VPN service on the VPS (using v2ray-agent)
4. Import the generated subscription link into your local Clash, and enable TUN mode
Repository address:
https://github.com/huasanai/vps-vpn-clash-setup
The price is also very cheap—expected costs are only from $5 per month (VPS expenses).
Yesterday I bought the dip: 138, on Micron? $SKHYB Hynix.
Mainly because I think the storage sector may have a decent rebound in the short term, so I took a small position to participate.
But I won’t hold it for long. After all, the probability of a rate hike in September is already close to 70%, so medium-term risks still need to be considered. The market’s forecast, @42space , for Hynix’s August performance is also fairly cautious. Currently, the highest-probability range is still 140~150.
So this trade is more of a short-term speculation. The position size is small; it’s for reference only—DYOR.
Mainly because I think the storage sector may have a decent rebound in the short term, so I took a small position to participate.
But I won’t hold it for long. After all, the probability of a rate hike in September is already close to 70%, so medium-term risks still need to be considered. The market’s forecast, @42space , for Hynix’s August performance is also fairly cautious. Currently, the highest-probability range is still 140~150.
So this trade is more of a short-term speculation. The position size is small; it’s for reference only—DYOR.
WISE received X’s salary. I plan to buy an iPhone as a spare phone
Does anyone have any recommendations for models? I don’t want to spend all the money.
A spare phone is mainly to use iOS’s ecosystem—only for transactions and information lookup. I won’t play any games or take photos or record videos, etc.
I haven’t used Apple since iPhone 8—so do I really need to buy the latest connectivity? I feel like phone CPUs are already overpowered these days.
Thanks, Old Ma—so even a kid from the countryside can use an iPhone~🥳🥳🥳
Does anyone have any recommendations for models? I don’t want to spend all the money.
A spare phone is mainly to use iOS’s ecosystem—only for transactions and information lookup. I won’t play any games or take photos or record videos, etc.
I haven’t used Apple since iPhone 8—so do I really need to buy the latest connectivity? I feel like phone CPUs are already overpowered these days.
Thanks, Old Ma—so even a kid from the countryside can use an iPhone~🥳🥳🥳
Double rewards are here.
Saturn’s $USDat and $sUSDat on the purple chain will start a double rewards campaign from August 4 to August 13.
Please note: Rewards earned before August 8 count toward S1, while rewards earned after August 8 count toward S2.
Right now, the highest YT pool can even reach a rewards multiplier of up to 76x...
If you’re already playing Saturn, I think there’s really no reason to miss this event.
It’s simple: you can choose not to participate, but you just don’t want others to. With the same amount of capital, if others get double rewards, your capital efficiency gets pulled ahead instantly.
I’ve always felt there’s an ad slogan used in the education training industry that fits here perfectly:
“Come to us, and we’ll train your child; don’t come, and we’ll train your child’s competitor.”
It’s a bit hellish, but put into the context of a rewards campaign, the logic is almost identical.
The rewards pool is only so big—if others get more, they’ll naturally receive more future air drops. Even if everyone ends up with the same amount in the end, at least you won’t be handing your advantage to others for free.
So for Saturn, it’s basically this:
You come, and I’ll give you double rewards. You don’t come, and I’ll give your competitor double rewards.
So tell me—are you joining or not???
Saturn’s $USDat and $sUSDat on the purple chain will start a double rewards campaign from August 4 to August 13.
Please note: Rewards earned before August 8 count toward S1, while rewards earned after August 8 count toward S2.
Right now, the highest YT pool can even reach a rewards multiplier of up to 76x...
If you’re already playing Saturn, I think there’s really no reason to miss this event.
It’s simple: you can choose not to participate, but you just don’t want others to. With the same amount of capital, if others get double rewards, your capital efficiency gets pulled ahead instantly.
I’ve always felt there’s an ad slogan used in the education training industry that fits here perfectly:
“Come to us, and we’ll train your child; don’t come, and we’ll train your child’s competitor.”
It’s a bit hellish, but put into the context of a rewards campaign, the logic is almost identical.
The rewards pool is only so big—if others get more, they’ll naturally receive more future air drops. Even if everyone ends up with the same amount in the end, at least you won’t be handing your advantage to others for free.
So for Saturn, it’s basically this:
You come, and I’ll give you double rewards. You don’t come, and I’ll give your competitor double rewards.
So tell me—are you joining or not???
Log in to explore more content