小楼
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小楼
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The nation will guide you to do things beneficial to the country
The company will guide you to do things beneficial to the company
Most of the friends around you will also guide you to do things beneficial to them
The company will guide you to do things beneficial to the company
Most of the friends around you will also guide you to do things beneficial to them
[East Money] Dear Customer: Hello. Your regular securities account ending in 5752’s subscription for Changxin Technology (688825.SH) has been allotted 50,000 shares. You need to pay a deposit of 50 yuan into my account. You can come by here on Thursday to collect 5 free chicken nuggets as shareholder benefits.
An AI company valued at $965 billion is getting ready to IPO. Anthropic filed an S-1 with the SEC and will hold investor meetings in the coming weeks.
What does $965 billion mean? It’s 18 times PayPal’s market cap. 10 times Coinbase’s. A company doing AI, valued higher than the total of all publicly listed companies in the entire crypto industry combined.
Series H funding is led by Altimeter, Dragoneer, Greenoaks, and Sequoia, with Amazon and Google also participating. Top global capital is placing its bet on: “Whoever IPOs first with AI wins.”
The 2026 narrative is no longer crypto vs. AI. It’s AI siphoning away crypto’s talent and capital. When an AI company valued at $965 billion opens its doors for retail investors to enter, crypto has to answer one question: why should your money stay on-chain?
#Anthropic #AI #IPO
What does $965 billion mean? It’s 18 times PayPal’s market cap. 10 times Coinbase’s. A company doing AI, valued higher than the total of all publicly listed companies in the entire crypto industry combined.
Series H funding is led by Altimeter, Dragoneer, Greenoaks, and Sequoia, with Amazon and Google also participating. Top global capital is placing its bet on: “Whoever IPOs first with AI wins.”
The 2026 narrative is no longer crypto vs. AI. It’s AI siphoning away crypto’s talent and capital. When an AI company valued at $965 billion opens its doors for retail investors to enter, crypto has to answer one question: why should your money stay on-chain?
#Anthropic #AI #IPO
Base co-founder Jesse Pollak posted a long apology: it’s right to support developers, but wrong to bet on social.
The entire on-chain social sector—Farcaster, Zora, MiniApps, and creator tokens—has collapsed. This misjudgment caused Base to fall behind competitors in key areas such as perpetual futures contracts and prediction markets.
This is the most honest L2 post-mortem I’ve ever seen. When most teams fail, they either blame the market or stay silent. What Jesse said was: "I got the technical direction right, but the user needs wrong."
The reason on-chain social died is simple: what social needs is user density, not decentralization. 100,000 theoretical users < 1,000 real active users. Developers built the infrastructure, but users never came.
And prediction markets and perpetual futures don’t need social density—they need liquidity and capital efficiency. That’s the real demand on-chain.
#Base #链上社交 #Web3
The entire on-chain social sector—Farcaster, Zora, MiniApps, and creator tokens—has collapsed. This misjudgment caused Base to fall behind competitors in key areas such as perpetual futures contracts and prediction markets.
This is the most honest L2 post-mortem I’ve ever seen. When most teams fail, they either blame the market or stay silent. What Jesse said was: "I got the technical direction right, but the user needs wrong."
The reason on-chain social died is simple: what social needs is user density, not decentralization. 100,000 theoretical users < 1,000 real active users. Developers built the infrastructure, but users never came.
And prediction markets and perpetual futures don’t need social density—they need liquidity and capital efficiency. That’s the real demand on-chain.
#Base #链上社交 #Web3
Those who truly achieve a leap in social class through trading are often not the kind of people who “learned a secret later.” Instead, they never took the path that most people take in the beginning. Their foundational understanding has little to do with how high or low their technical skills are, and everything to do with “the way they view the world.”
First, they don’t treat trading as a money-making skill; they treat it as a game of probabilities. When most people enter the market, at a subconscious level they seek what’s “right,” “accurate,” and “winning.” But those who cross social classes seek something different: whether, in the long-run statistics, they are on the favorable side. Very early on, they accept a fact: any single trade is meaningless—only an entire set of repeatable structures matters.
Second, their sensitivity to risk is far greater than their craving for returns. Ordinary people fixate on “how much I can make,” while their first reaction is “how much I can possibly lose.” This isn’t because they’re more conservative; it’s because they understand that as long as they are still at the table, time is an ally. Once they’re out, even the highest win rate becomes meaningless.
Third, they don’t believe in breakthroughs; they believe in compounding. They develop an early immunity to stories about “turning things around in one shot.” Instead, they have strong patience for slow, boring, stable growth. This kind of patience fundamentally comes from understanding the long-term return curve, not from willpower.
Fourth, they aren’t in a hurry to prove themselves. Most traders have a hidden impulse in their hearts: to prove they’re smarter than others by making one huge gain. Those who cross classes, however, feel the opposite. They strongly loathe emotional displays—because emotions destroy structure. And once the structure is broken, the edge no longer exists.
Fifth, they realize early that trading is essentially a self-management system. The market is just an amplifier; what truly determines the outcome is discipline, execution, waiting, and self-control. If you can’t consistently manage yourself, you’re inevitably unable to manage your money—let alone manage your fate.
Finally—and this is the most critical point—they don’t fantasize about trading changing their destiny. Instead, they use trading to reshape their position over time. When a person’s income is no longer linearly priced like a salary clock, and when their decisions start to generate continuing effects for the future, changes in social class are simply an outcome, not a goal. Trading was never a ladder for everyone.
It only rewards those who, from the very start, stand on the side of “long-term thinking, probabilities, and self-control.”
First, they don’t treat trading as a money-making skill; they treat it as a game of probabilities. When most people enter the market, at a subconscious level they seek what’s “right,” “accurate,” and “winning.” But those who cross social classes seek something different: whether, in the long-run statistics, they are on the favorable side. Very early on, they accept a fact: any single trade is meaningless—only an entire set of repeatable structures matters.
Second, their sensitivity to risk is far greater than their craving for returns. Ordinary people fixate on “how much I can make,” while their first reaction is “how much I can possibly lose.” This isn’t because they’re more conservative; it’s because they understand that as long as they are still at the table, time is an ally. Once they’re out, even the highest win rate becomes meaningless.
Third, they don’t believe in breakthroughs; they believe in compounding. They develop an early immunity to stories about “turning things around in one shot.” Instead, they have strong patience for slow, boring, stable growth. This kind of patience fundamentally comes from understanding the long-term return curve, not from willpower.
Fourth, they aren’t in a hurry to prove themselves. Most traders have a hidden impulse in their hearts: to prove they’re smarter than others by making one huge gain. Those who cross classes, however, feel the opposite. They strongly loathe emotional displays—because emotions destroy structure. And once the structure is broken, the edge no longer exists.
Fifth, they realize early that trading is essentially a self-management system. The market is just an amplifier; what truly determines the outcome is discipline, execution, waiting, and self-control. If you can’t consistently manage yourself, you’re inevitably unable to manage your money—let alone manage your fate.
Finally—and this is the most critical point—they don’t fantasize about trading changing their destiny. Instead, they use trading to reshape their position over time. When a person’s income is no longer linearly priced like a salary clock, and when their decisions start to generate continuing effects for the future, changes in social class are simply an outcome, not a goal. Trading was never a ladder for everyone.
It only rewards those who, from the very start, stand on the side of “long-term thinking, probabilities, and self-control.”
Stripe teams up with Advent to acquire PayPal for $60.5 per share, totaling $53 billion, a premium of 28%. The two companies will each hold half the shares.
PayPal was once the king of online payments. Stripe has proven that the phrase "the endgame of the payments industry is being swallowed."
The logic: Stripe controls the developer entry point, while PayPal controls the consumer entry point. After the merger, the entire chain—from bottom-layer APIs to the end-user experience—is fully connected. When AI companies use Stripe’s APIs to integrate payments, PayPal’s wallet network becomes the last mile.
Fintech companies acquiring other fintech firms often pay an “IQ tax.” But this time is different—Stripe is using PayPal’s user base to plug its only unique weakness: consumer mindshare.
#Stripe #PayPal #FinTech
PayPal was once the king of online payments. Stripe has proven that the phrase "the endgame of the payments industry is being swallowed."
The logic: Stripe controls the developer entry point, while PayPal controls the consumer entry point. After the merger, the entire chain—from bottom-layer APIs to the end-user experience—is fully connected. When AI companies use Stripe’s APIs to integrate payments, PayPal’s wallet network becomes the last mile.
Fintech companies acquiring other fintech firms often pay an “IQ tax.” But this time is different—Stripe is using PayPal’s user base to plug its only unique weakness: consumer mindshare.
#Stripe #PayPal #FinTech
An AI company valued at $96.5 billion is set to IPO. Anthropic filed an S-1 with the SEC and will hold investor meetings in the coming weeks.
What does $96.5 billion mean? It’s 18 times PayPal’s market cap. It’s 10 times Coinbase’s. A company doing AI, with a valuation higher than the total sum of listed companies across the entire crypto industry.
Series H funding was led by Altimeter, Dragoneer, Greenoaks, and Sequoia, with Amazon and Google also involved. The world’s top capital is placing its bet on: “Whoever IPOs first wins AI.”
The 2026 narrative won’t be crypto vs AI anymore. It will be AI siphoning away crypto’s talent and capital. When the $96.5 billion AI company opens the door for retail investors, crypto has to answer one question: Why should your money stay on-chain?
#Anthropic #AI #IPO
What does $96.5 billion mean? It’s 18 times PayPal’s market cap. It’s 10 times Coinbase’s. A company doing AI, with a valuation higher than the total sum of listed companies across the entire crypto industry.
Series H funding was led by Altimeter, Dragoneer, Greenoaks, and Sequoia, with Amazon and Google also involved. The world’s top capital is placing its bet on: “Whoever IPOs first wins AI.”
The 2026 narrative won’t be crypto vs AI anymore. It will be AI siphoning away crypto’s talent and capital. When the $96.5 billion AI company opens the door for retail investors, crypto has to answer one question: Why should your money stay on-chain?
#Anthropic #AI #IPO
Base co-founder Jesse Pollak posted a long apology: “Backing developers is right, but backing social is wrong.”
Farcaster, Zora, MiniApps, creator tokens— the entire on-chain social sector has collapsed. This misjudgment caused Base to fall behind its competitors in key areas such as perpetual futures and prediction markets.
This is the most honest L2 retrospective I’ve ever seen. After most teams fail, they either blame the market or stay silent. What Jesse said was: “I got the technical direction right, but I got the users’ needs wrong.”
The cause of death for on-chain social is simple: social needs user density, not decentralization. 100,000 theoretical users < 1,000 real active users. Developers built the infrastructure, but the users never came.
Prediction markets and perpetual contracts don’t need social density—what they need is liquidity and capital efficiency. That’s the real demand on-chain.
#Base #链上社交 #Web3
Farcaster, Zora, MiniApps, creator tokens— the entire on-chain social sector has collapsed. This misjudgment caused Base to fall behind its competitors in key areas such as perpetual futures and prediction markets.
This is the most honest L2 retrospective I’ve ever seen. After most teams fail, they either blame the market or stay silent. What Jesse said was: “I got the technical direction right, but I got the users’ needs wrong.”
The cause of death for on-chain social is simple: social needs user density, not decentralization. 100,000 theoretical users < 1,000 real active users. Developers built the infrastructure, but the users never came.
Prediction markets and perpetual contracts don’t need social density—what they need is liquidity and capital efficiency. That’s the real demand on-chain.
#Base #链上社交 #Web3
The best cities in China for the next twenty years:
Hong Kong, the only free port
Chengdu, the only super city in western China; the only wartime capital choice; safest
Shenzhen, the only core city in the Pearl River Delta; the only core for manufacturing and private enterprise
Beijing, the only political center; the only financial center
Provincial capitals in inland regions: Changsha/Chongqing/Wuhan/Nanjing/Xi’an/Shenyang/Zhengzhou/Kunming
In particular, don’t stay in Shanghai, don’t stay in Xiamen, and don’t stay in Fujian’s coastal cities.
The reason is very simple: develop bottom-line thinking.
Once an unavoidable force majeure occurs, coastal cities are affected the most in modern warfare.
Hong Kong, the only free port
Chengdu, the only super city in western China; the only wartime capital choice; safest
Shenzhen, the only core city in the Pearl River Delta; the only core for manufacturing and private enterprise
Beijing, the only political center; the only financial center
Provincial capitals in inland regions: Changsha/Chongqing/Wuhan/Nanjing/Xi’an/Shenyang/Zhengzhou/Kunming
In particular, don’t stay in Shanghai, don’t stay in Xiamen, and don’t stay in Fujian’s coastal cities.
The reason is very simple: develop bottom-line thinking.
Once an unavoidable force majeure occurs, coastal cities are affected the most in modern warfare.
China's annual automobile production is three times the number of newborns produced each year.
The former is about 30 million vehicles per year, while the latter is about 10 million people per year.
The former is about 30 million vehicles per year, while the latter is about 10 million people per year.
Japan has just passed a law redefining crypto assets from a means of payment to a financial product.
This isn’t a word game. “Means of payment” means regulators focus on “can you buy things.” “Financial product” means regulators focus on “are you an investment target.” The former is about function; the latter is about pricing and information disclosure.
Three key changes:
- Maximum penalty for unregistered financial activities increased from 3 years to 10 years
- Crypto insider trading regulations introduced for the first time
- Tax reduced from a combined maximum of 55% to 20% for filed, separate taxation; allows carryover of losses for 3 years
- A regulatory framework established for crypto ETFs, effective in 2028
Japan shifts from “regulation-friendly, but taxes are too heavy so no one comes” to “clear regulation + reasonable taxes + ETF channel opening.” 2028 marks the start of the countdown.
#加密监管 #日本 #Market analysis
This isn’t a word game. “Means of payment” means regulators focus on “can you buy things.” “Financial product” means regulators focus on “are you an investment target.” The former is about function; the latter is about pricing and information disclosure.
Three key changes:
- Maximum penalty for unregistered financial activities increased from 3 years to 10 years
- Crypto insider trading regulations introduced for the first time
- Tax reduced from a combined maximum of 55% to 20% for filed, separate taxation; allows carryover of losses for 3 years
- A regulatory framework established for crypto ETFs, effective in 2028
Japan shifts from “regulation-friendly, but taxes are too heavy so no one comes” to “clear regulation + reasonable taxes + ETF channel opening.” 2028 marks the start of the countdown.
#加密监管 #日本 #Market analysis
People's Daily: Everyone should establish a correct investment mindset and not treat profit as the only goal!
1. Li Ka-shing married his wealthy cousin, Zhuang Ming. His father-in-law gave him a large factory, handing it over all the way to success.
2. Ma Yun spent the investors’ money. When the employees left one after another, the Japanese major shareholder, Sun Zhengyi, told him to go and imitate eBay—there were experts pointing the way, so he could avoid detours.
3. Pan Shiyi’s rise began after he married the female tycoon Zhang Xin. +
4. Buffett, the “Oracle of Stock,” visited the New York Stock Exchange at age 8. His father was a member of the U.S. Congress and had participated in a presidential election.
5. Ma Huateng’s father at Tencent is a director of the Salt Yatian Port listed company.
6. Bill Gates’s mother was a director of IBM. Even if his product was terrible, he wasn’t worried it wouldn’t sell. His first big business deal came from his mother, which shows that it’s good to take shelter under a big tree.
These things tell us a most simple truth:
Ordinary people don’t succeed by accident.
2. Ma Yun spent the investors’ money. When the employees left one after another, the Japanese major shareholder, Sun Zhengyi, told him to go and imitate eBay—there were experts pointing the way, so he could avoid detours.
3. Pan Shiyi’s rise began after he married the female tycoon Zhang Xin. +
4. Buffett, the “Oracle of Stock,” visited the New York Stock Exchange at age 8. His father was a member of the U.S. Congress and had participated in a presidential election.
5. Ma Huateng’s father at Tencent is a director of the Salt Yatian Port listed company.
6. Bill Gates’s mother was a director of IBM. Even if his product was terrible, he wasn’t worried it wouldn’t sell. His first big business deal came from his mother, which shows that it’s good to take shelter under a big tree.
These things tell us a most simple truth:
Ordinary people don’t succeed by accident.
So many people in your stock industry
Avoid emotional trading; in any time period, you need to analyze calmly. The market always offers opportunities—capital safety comes first.
1. If it rises quickly and falls slowly, it’s accumulating (buying quietly).
A fast rally followed by a slow decline suggests the major player is accumulating shares and preparing for the next round of gains.
2. If it falls quickly and rises slowly, it’s distributing (selling off).
A rapid drop followed by a gradual rise means the major player is steadily offloading shares, and the market is about to enter a downtrend cycle.
3. Don’t sell when volume spikes at the top; if there’s no volume at the top, run quickly.
If volume is high at the top, it may still continue to rise; but if volume at the top shrinks, it indicates insufficient upward momentum—leave as soon as possible.
4. Don’t buy when volume spikes at the bottom; if volume continues, you can buy.
A volume spike at the bottom may be a pause/continuation during a decline, so you need to observe. If volume continues to rise, it means capital is continuously entering—then you may consider buying.
5. Trading crypto is trading emotions; consensus is reflected in trading volume.
1. If it rises quickly and falls slowly, it’s accumulating (buying quietly).
A fast rally followed by a slow decline suggests the major player is accumulating shares and preparing for the next round of gains.
2. If it falls quickly and rises slowly, it’s distributing (selling off).
A rapid drop followed by a gradual rise means the major player is steadily offloading shares, and the market is about to enter a downtrend cycle.
3. Don’t sell when volume spikes at the top; if there’s no volume at the top, run quickly.
If volume is high at the top, it may still continue to rise; but if volume at the top shrinks, it indicates insufficient upward momentum—leave as soon as possible.
4. Don’t buy when volume spikes at the bottom; if volume continues, you can buy.
A volume spike at the bottom may be a pause/continuation during a decline, so you need to observe. If volume continues to rise, it means capital is continuously entering—then you may consider buying.
5. Trading crypto is trading emotions; consensus is reflected in trading volume.
Finally know why these people like holding meetings in Vietnam
🇺🇸 Top 10 Best ETFs in the U.S. Stock Market
1、VOO – Vanguard S&P 500 ETF
The largest, low-fee ETF tracking the S&P 500
2、VTI – Vanguard Total Stock Market ETF
A total-market ETF covering large-, mid-, and small-cap stocks across the U.S.
3、QQQ – Invesco QQQ Trust
A growth leader ETF focused on the Nasdaq 100
4、SMH – VanEck Semiconductor ETF
Semiconductor industry exposure, benefiting from the AI and chip wave
5、VGT – Vanguard Information Technology ETF
The purest tech-sector ETF, with very high Apple and Microsoft weightings
6、IWM – iShares Russell 2000 ETF
A flagship ETF for U.S. small-cap stocks, covering 2,000 mid- and small-sized companies
7、VYM – Vanguard High Dividend Yield ETF
A representative of high-dividend blue chips—large fund size with relatively low fees
8、SCHD – Schwab U.S. Dividend Equity ETF
A popular ETF balancing dividend quality and growth potential
9、USMV – iShares MSCI USA Min Vol Factor ETF
A low-volatility strategy, a steady choice for investors
10、VTV – Vanguard Value ETF
A value-style flagship ETF, with a high concentration of large-cap value stocks
1、VOO – Vanguard S&P 500 ETF
The largest, low-fee ETF tracking the S&P 500
2、VTI – Vanguard Total Stock Market ETF
A total-market ETF covering large-, mid-, and small-cap stocks across the U.S.
3、QQQ – Invesco QQQ Trust
A growth leader ETF focused on the Nasdaq 100
4、SMH – VanEck Semiconductor ETF
Semiconductor industry exposure, benefiting from the AI and chip wave
5、VGT – Vanguard Information Technology ETF
The purest tech-sector ETF, with very high Apple and Microsoft weightings
6、IWM – iShares Russell 2000 ETF
A flagship ETF for U.S. small-cap stocks, covering 2,000 mid- and small-sized companies
7、VYM – Vanguard High Dividend Yield ETF
A representative of high-dividend blue chips—large fund size with relatively low fees
8、SCHD – Schwab U.S. Dividend Equity ETF
A popular ETF balancing dividend quality and growth potential
9、USMV – iShares MSCI USA Min Vol Factor ETF
A low-volatility strategy, a steady choice for investors
10、VTV – Vanguard Value ETF
A value-style flagship ETF, with a high concentration of large-cap value stocks
An address that has been sleeping for 8 years has just moved 5,908 $BTC . At the current price, about $383M.
8 years ago was 2018. Back then, BTC was around 6,000. This BTC’s profit is roughly 10,000%.
The old OG didn’t buy at the bottom—he went through an entire cycle without selling. Now it’s moving.
Historically, every time sleeping whales wake up, it’s either top-of-market distribution or a switch of wallets to cold storage. Could the OG from 2018 really hold through 2021’s 69K without selling, and then sell at 64K?
More likely, it’s asset reorganization. But a move at the $383M level is itself a signal: old coins are waking up.
#BTC #On-chain data
8 years ago was 2018. Back then, BTC was around 6,000. This BTC’s profit is roughly 10,000%.
The old OG didn’t buy at the bottom—he went through an entire cycle without selling. Now it’s moving.
Historically, every time sleeping whales wake up, it’s either top-of-market distribution or a switch of wallets to cold storage. Could the OG from 2018 really hold through 2021’s 69K without selling, and then sell at 64K?
More likely, it’s asset reorganization. But a move at the $383M level is itself a signal: old coins are waking up.
#BTC #On-chain data
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