There's nothing special I want to say, I just want to tell everyone Buy BTC, held for 4 years Buy gold, held for 10 years Buy silver, held for 50 years
Looking at DeFi over these past few years, I’ve always had an awkward feeling: the protocols are getting easier to use, but turning these protocols into a truly effective strategy is still something of a “team effort.” @almanak
If you want to do a leveraged looping lending strategy, you have to watch the interest rate curves of Aave, Morpho, and Compound at the same time; if you want concentrated liquidity, it involves Uniswap, Curve, and Aerodrome
Over the past few years of paying attention to DeFi, I've always had an uncomfortable feeling: the protocols are getting easier and better to use, but stitching these protocols into a real strategy is still a “team effort”
If you want to do leveraged looped borrowing, you have to watch the interest-rate curves of Aave, Morpho, and Compound at the same time; if you want concentrated liquidity, you need Uniswap, Curve, and Aerodrome
After all these years in the financial markets, my observation is:
1. Don’t just look at what he says—look at what he does.
2. Value investing has a lot to do with your principal. When you have 1,000, what you think about is how to make it 10x. When you have 10 million, you think about how to get 20% risk-free each year. There is no right or wrong between the two.
3. What successful people say is correct—but it’s not meant for the people of the present; it’s meant for people who are also on the same path to success.
In October, I may temporarily lean more conservative
The reason has also been mentioned during the livestream: the real surge (the major “pump”) mostly happens after the midterm elections
So for my own view on this, it’s pretty simple: if BTC tops off with a move, then over in the US stock market there’ll be high-level consolidation, waiting for direction to become clear
The rest of the time, I’ll just roam (trade opportunistically). There’s nothing much else to say.
This is too outrageous—over here in the U.S. they’re arguing again about Candace Owens.
Charlie Kirk was assassinated last September, shot in the neck. Afterwards, she publicly broke with Turning Point USA and Kirk’s widow, Erika. She also kept promoting the death-cause conspiracy theory on her show, pointed at people inside TPUSA, the widow, and also Israel, Egypt, and France.
Saying that Google is just a search engine is the worst view in the tech industry right now.
AI has Gemini Argon and its own-designed TPU. For transportation, there’s Waymo leading the way in autonomous driving. In space, there’s SpaceX and shares in Planet Labs.
Honestly, buying $GOOG is the best choice.
Among the seven giants, there’s nothing better, more high-quality, and more superior than $GOOG.