涛的财富笔记

Ushu Technology is absolutely on fire today!

At the open, it surged 629%. With one lot (500 shares), the paper gain was over 470,000 RMB+, then it later pulled back to around 900.

These days, once you catch the scent of “humanoid robots + AI,” the market goes crazy and rushes in—hot money always knows where to run.

Just how absurd is the winning-allocation rate?

For this round, Ushu’s number of winning allocations totaled 19,414. After the drawback (allocation) mechanism kicked in, the winning-allocation rate was compressed even further. This year’s STAR Market IPOs: the highest winning-allocation rate was 0.47% for Changxin Technology, while the lowest was just 0.020% for Changjin Photonics—meaning that if 10,000 people compete, you might only get 2 shares’ worth of luck.

Put simply, it’s a probability game. A winning-allocation rate of 0.02% sounds insane—but the odds/payoff are just as insane. People still camp out and apply for the new issues every day, and institutions are competing ruthlessly. For this issue alone, there are 95 public funds and 5,117 products participating in the subscription. Total subscriptions reached 36.1 billion shares, and the final amount of winning allocations was 1.82 billion.

The essence of the game is: ordinary people rely on luck to gamble for a flag worth hundreds of thousands; institutions, with their scale and capital advantage, just calmly take the profits.

And you also have to open a STAR Market account. With a requirement of two years of experience plus a minimum of 500,000 RMB—good stuff really doesn’t end up going to ordinary people!

The recent market is really bad—hot money has gone into the AI upstream and downstream sectors, and there’s almost no liquidity. I guess if market makers weren’t controlling the order book, trading volume would be awful too!

Also, a lot of friends have been DMing me: “Is the Alpha still being刷 (processed)?” I stopped it at the end of March. Remember what I said back then—the reason is simple. When the market is bad, where would project teams get money to keep sending out airdrops? They’re basically tightening their belts to get through the days. And when liquidity is poor, the coins being刷 are much more likely to run into problems, because there isn’t any “stablecoin” involved.

I’ve been in this space for 8 years. I hold a large position in spot Bitcoin. Occasionally I’ll do some small arbitrage, but I never do futures. I don’t trade contracts either—so when the market is bad, there isn’t much to talk about!

In a bear market, take care of your own little life. If Bitcoin’s price feels right, buy some—and wait for the bull market!

After the May Day holiday, the market is all green, bouncing around that 80k level. Ethereum is like it's dead, just going sideways.

Honestly, if Ethereum starts pumping, everything else will follow. In the crypto space, aside from the OGs who are just raking in profits from BTC, a lot of the real gains are coming from ETH, which has seen returns in the tens or even hundreds of times!

Last airdrop before the May Day, cutoff score at 240 points, it’s another lottery-style setup!

Hit me up with a hidden gem, I've been stuck with the basic stuff ever since these lame rules kicked in!

By the way, happy May Day, bros!

Fei Peng is bullish on the crypto scene, expecting a wave of traditional finance to flow into the market, which will attract a bunch of wealthy investors! #BTC

A small micro operation reflects something; a meal costing tens of thousands of dollars gave Binance a solid ad boost, elevating its image in the public eye!

Binance has emerged as the global leader since 2021, and there's definitely a story behind that!

Let's do some new investments, BNB is about to go bad.

Wow, this is getting better, can we break 80,000 for some fun?

Finally opened up, finally taking a break, the impact of this US-Iran war on the market is likely to diminish more and more in the future!

Come on, this is probably the last airdrop this week, with a score line of 242 points!

It's still a lottery mode; those who can get the hidden version can enjoy the rewards, expected to be in the range of dozens of U or even 100 U, while the ordinary ones are estimated to be below 30 U. Now, drawing blind boxes is completely a game of luck!

After the weekend, a special meal tonight! #ALPHA #空投大毛

The market has slightly improved, and casually, one can explode to 100 million US dollars. Is the leverage still this high in this market?

Alpha blind box has a new way to play, score line 240 points, receive airdrop today at 17:00, let's talk about my views!

The so-called new way to play, I think it's like a lottery system, where the value of the airdrop that everyone might receive will differ. Several users may spend the same points, your value is 20U, I receive 30U, he receives 40U!

In essence, the logic is still that the project party is issuing too few coins, the new rules don't have much impact, it's just a different way to make everyone feel a bit excited when receiving the airdrop, rather than a guaranteed 30U!

Binance still wants to continue with the Alpha airdrop project, because the conversion to trading for this project is too powerful, but there still isn't much profit! #ALPHA

I almost forgot there was an airdrop? This event really should stop; there are pitifully few projects!

After eating at 17:00, just safeguard the principal, I've mentioned this since early February, no need to monitor the recent Alpha every day, it's better to focus your energy elsewhere!

The market has been consolidating, and it will likely continue until the second half of this year. Wall Street has been secretly accumulating chips, and after the market recovers, there will still be opportunities with Alpha! #ALPHA

Finally, you are here. How long has this thing been in preheat? The presale version will be launched on April 7!

This can be considered a good project recently, suitable for those who hold BNB for the long term, quite cost-effective! #ALPHA

16:00 Raid on the old coin, it seems the score line is stable at 242 points, about 30U!

Tasteless to eat, a pity to discard ah! #ALPHA #空投分享

Good morning on the first day of Q2, brothers!

Who is this? This little lottery ticket won a pie, and if kept for a few years, it is estimated that there will be enough money to live on for the rest of one's life!

Today is the last day of Q1 of 26 years, and tomorrow will be Q2.

Today I looked at the price trend of BTC and the data of ETF for the first quarter (Q1) of 2026!

As everyone knows, the price of Bitcoin has been continuously falling, and many people have lost a lot of positions from October last year to now, with spot prices dropping to a point that's hard to look at!

However, in Q1 of 26 years, the net inflow of Bitcoin ETF in the US totaled $18.7 billion. So where do you think this money came from?

I can say that even the candlestick charts were drawn by them. Why panic? When you feel that the market is really bad and panic by handing over your chips, they will have all the chips in their hands, and by then, the speed of the pump will be so fast that you won't even be able to enter the market!

Every bear market gives itself a motivational boost, just a little personal opinion! #BTC走势分析

The last announcement of March, the score line is 242 points, we will eat directly at 8:30 later, the announcement is being made now!

The Alpha in April should be a bit better than in February and March. Since the New Year, I haven't really done much, and I've rested enough. More than a month has passed since the New Year, so let's start this year's work! #ALPHA

Yo, now there's no need to piece things together, eating a surprise old currency at 16:00, iron 30U, score line 242 points! #ALPHA

Come for a TGE, a regular version of TGE, which can be sold on the same day, subscription price 0.01U, let's see how many times it is oversubscribed in the afternoon, then we will know how much Liu has!

TGE is definitely something to partake in, currently, during a scoring cycle, only two or three can be participated in, try to get some new coins, there might be a possibility of higher profits!

#ALPHA #空投分享