回马枪

没有人知道我今天赚了2000万

这个梗的主人雕刻破产了，3亿人民币归零。

之前的名场面：“今天上午出门办事，出门早了点，到了地方发现还没有营业。

正好隔壁有个小理发店，想着趁还有空把头发简单理一下，于是进去排排坐，洗头，理发，跟理发师瞎聊，理完扫码，付了20元，外面阳光正好

没有人知道我今天赚了2000万”

看到一篇帖子，一个学金融的年轻人，从40万本金做到700多万，今年又亏回去200多万。他写了6条心得，我看了两遍，每一条都是用真金白银换来的。
他说本硕都是金融，美本澳硕，TOP30。起点不算低，但进股市一样挨打。2024年拿家里给买车的40万进场，几万几万地试，赚了就加仓，亏了就缩回去。后来上了杠杆，运气好做到700多万——但今年又亏了200多万。
这经历放谁身上都得缓一阵子。
他说了几条，我挑最有感触的聊：

第一条：千万不要上杠杆。 这话听过一万遍，但没用，该上还是上。为什么？因为赚钱的时候觉得“这次不一样”。结果呢？下跌的时候心态先崩，心态一崩，做的全是错的决定。慢富即永恒——这句话亏过钱的人才真听得进去。

第二条：控制仓位，留后手。 他说补仓不是跌一两个点就补，而是设好阶段，跌10%、15%补多少。很多人死在“跌了就补，补完就满，满完就套”。分批、分距、有计划，才能活得久。

第三条：涨的时候学会减仓，特别是爆量之后。 这句话值不少钱。散户最大的问题是涨了不舍得卖，跌了不舍得割。爆量往往是情绪高点，情绪高点减仓，永远不会错得太离谱。

第四条：回撤是最大的敌人。 700万亏200万，回撤将近30%。700万到500万，心理落差比40万到700万还大。赚到的钱再亏回去，比从来没赚过还难受。

第五条：可以只做一只股票。 常年就做一只，做波段、做T。这话看着简单，其实门槛很高——你得对那家公司足够了解，对它的波动足够熟悉，对它的价值足够笃定。能做到的人不多。

第六条：学会空仓。 他说空仓是最大的止损。这话我是真信。很多人亏钱不是看错了，是明明没机会，非要硬找机会。空仓不是怂，是等。等股灾、等恐慌、等别人扛不住的时候再进场。

For most of the past two months, the funding rate has remained negative. The longs were already excessively crowded before this rally, and they still are. This rally is largely due to short covering.

#HEI

Long risk is limited; short risk is unlimited
Cherish life—stay away from shorting

Bullish or Bearish?

The real risks in the crypto market may not be just the cycle.
If Trump loses the midterm elections, or if the Democrats regain power, it could mean a major shift in the direction of crypto regulation.
The policy window of the past two years may close again.
So this round of the market isn’t just a bull run for the crypto industry—it’s also a window to buy time.
If the window disappears, what the industry may face won’t be just a bear market, but a global regulatory crackdown.

I want to make a family rule: for any of my descendants, if they ever engage in short selling, break their legs.

Seeing the artist and Hat Sister both predicting BTC to hit 30k
It's necessary to sort this out; if BTC really hits 30k, what should we do?
What assets should we buy to potentially outperform the market?

Gotta do some solid research to survive this bear market.

$WLD is on fire, up 1B in just 1 hour, from 4.7B to 5.7B
Who’s the whale buying in?

Who's out there leading the charge, standing tall and clear?

$three just hit a new high at 11M
The market is rallying, and projects with real substance stand out, especially during this narrative vacuum.

Shorting BTC is a gamble right now; with this market, I can't see any bullish signals at all.

Micro Strategy: Guys, I can't hold on any longer, I'm starting to get ready to pull out.

The myth of never selling coins has been shattered; Strategy has sold BTC for the first time!

Last week, they sold 32 coins at an average price of $77,135. While that's just a drop in the bucket of their 840k+ holdings, it’s a significant move. After all, if the biggest bulls can't hold, believers might get disappointed and choose to exit, adding uncertainty to the market.

Moreover, once the first shot is fired, it can trigger a broken window effect, and other institutions might follow suit. Just wait and see.

Short the hell out of it!
$btc #BTC

Is this really gonna pump?

I've been doing some deeper thinking about the Meme scene on the BSC chain these past few days.

In the beginning, BSC had no problem riding the Meme wave as a nascent chain, mainly just riding the coattails of the founding teams. That was fine; looking back at SOL's history, it started out similarly. SOL evolved naturally over time, of course, with some operational fingerprints along the way, but overall it was a market-driven evolution.

The issue with BSC is that the introduction of new tokens has forked the natural evolution path. Everyone wants to launch a coin, and everyone’s waiting for their turn, but the slots for new tokens are limited—who gets listed?

Here’s my conclusion, or rather my guess, which might not be right:

I suspect that Binance's listing team and the operations team are separate. This leads to a situation where those who handle listings don’t care much about operations, and those who manage operations don’t have the authority to list coins.

The listing team only looks at data—market cap, token distribution, that sort of thing. They don’t pay much attention to the narrative or the relative weight of the token, so they don’t really consider whether listing a particular coin could negatively impact the overall ecosystem of the chain.

On the other hand, those in operations do care. Maybe they want to list more tokens with different narratives, but they don’t have a say in listings.

It's frustrating for everyone involved. Fun and interesting tokens can’t meet the listing criteria, and not getting listed just leads to stagnation, with the ceiling getting lower and lower—it's a vicious cycle.

Looking back, if the listing team hadn’t pushed so many Binance concept tokens and had swapped in a couple of narrative-driven tokens—like one or two from the Musk concept—then the narrative around asteroids wouldn’t have played out this way. BSC definitely wouldn’t have been without a stable 1M ASTEROID token.

What’s AEON.XYZ that Binance just dropped 8M on?

LOL, Nina posted about YZi Labs investing in AEON.XYZ, and a ton of people thought it was that self-sovereign AI framework aeon, which shot from 11M to 14M.

Out of curiosity, I checked what AEON.XYZ is all about.

It’s another real-world settlement layer, but this one focuses on the AI agent economy.

So-called real-world settlement layers are all about making crypto spendable in everyday life, but the merchants receiving payments get fiat, so they don't feel the presence of crypto at all.

For example, if you use AEON to scan and pay for your meal with USDT from your Binance wallet, AEON converts your USDT to local fiat behind the scenes and instantly transfers it to the merchant’s bank account. The merchant has no idea you paid with U.

AEON focuses on AI agent settlement, supporting x402 and ERC-8004, enabling no approval, instant payments, and immediate service. For instance, if you want AI to order a bubble tea, book a flight, or need data for AI to write a paper, you just pay $0.05 for another crawlers' AI to grab web pages, and so on.

While AI agent settlements are their main narrative, AEON's big revenue still comes from real human payments, which are already mature and primarily happening in brick-and-mortar stores in Southeast Asia, Latin America, and Africa.

AEON Pay has processed 994,000 transactions, with a total amount exceeding $29 million.
Supporting over 50 million merchants.

Payments between AIs are still in early days, growing fast but making up a much smaller share, since AI payments mainly involve microtransactions of a few cents to a few dollars, like API calls, data exchanges, and agent collaborations, with extremely low fees, still in the scaling phase.

AEON is currently like a crypto version of Alipay, mainly earning revenue from real people scanning and paying, while AI payments are the growth point for the future, still in the nurturing stage. Once AI agents scale up, the A2A part will become the major revenue stream.

This 8M investment from YZi Labs is considered quite substantial and solid for this sector, indicating that YZi Labs is optimistic about AEON's AI real-world settlement narrative, providing the project with ample ammo for the next phase.

Binance Wallet has already integrated AEON; just hit Discover in the app and search for AEON Pay, connect your wallet, and you’re good to go. If you're in Southeast Asia or Latin America, you can give it a try and feel it out.

Sometimes you think there's some grand strategy or calculation behind a big event, but in the end, you realize it's the simplest thing; they really didn't think that much.

According to Forbes, it's hard to believe that our boy Huang Renxun doesn't have his own private jet. The only reason he wasn't on the list before was simply that he didn't call in to make the request...

The world is just this chaotic.

Is NFT dead? BAYC says not so fast

In the overlooked corners, the bored apes have climbed from a 5E floor to 10E in just two months, with over 6000E in trading volume in the last 30 days.

Bitcoin is bouncing around, and it feels like capital is pulling out of high leverage positions to seek relatively safe NFT plays.

However, considering the recent $Slop and $Upeg, this could also be a warm-up before a new narrative kicks off.

Gotta keep an eye out, right?