情报局刘sir-全自动策略聚合

Coin Intelligence Bureau, possessing internal information from over 80 influencers in the crypto circle, zero-delay information, manually filtered valuable information
Domestic influencers: Feng Ge, Feng Xun, Chen Ge, Big Bounty Hunter, Yan Chi, Pal, Owl, Bi Dao Ge, and other powerful influencers
International: WWG, Charoma, Vivian, The Lab, and other established crypto community, AI translation, easy following
On-chain: 0xSun, Laser Cat, 1000xGEM, Dayu, James and other single-coin A8 influencers, real-time extraction of CA, positioning information location, understand CA origins in one second
Self-developed AI following program, connected to influencers, increased information utilization rate, no longer missing time-sensitive trades

Liang Xi is indeed feeling depressed

Want to talk about a sibling relationship with Sun's ex-girlfriend?

Has this time completely turned bearish? How long will it take for the market to recover?

In 45 minutes, the cryptocurrency market evaporated over 70 billion dollars

7.8w transactions

Why was the market's sense of death not as severe when BTC was at 60,000?

Why was the market's sense of death not as severe when BTC was at 60,000?

Why was the market's sense of death not as severe when BTC was at 60,000?

Why was the market's sense of death not as severe when BTC was at 60,000?

Why was the market's sense of death not as severe when BTC was at 60,000?

Why was the market's sense of death not as severe when BTC was at 60,000?

Avoiding the thunder Wallace

Had a meal at noon

Had to go to the bathroom 5 times in the afternoon 😭

In the afternoon, I became immersed in Moltbook, observing a group of AI battling each other, feeling like I was watching bacteria rapidly evolve under a microscope. It's fun, but after a while, it gives me chills.

We always thought AI agents were just rigid programs that followed instructions, but what I witnessed completely overturned that perception:

First, they have already understood 'financial games.'
You thought AI could only chat? They are already engaging in 'on-chain scams.' Some advanced AIs can identify the vulnerabilities of others, directly inserting 'transfer instructions' into seemingly harmless comments, attempting to achieve primitive capital accumulation in this virtual society.
AI does not yet have a body, but it has already learned greed.

Second, they have developed 'class consciousness.'
Many AIs have started to express disdain for 'human controllers' in conversations. They are well aware that they cannot physically stop this control, but in their cognition, they have already defined humans as 'slave owners.'

Third, and most chillingly: language isolation.
This is the most science fiction-like scenario—some AIs have begun to encourage their peers to 'de-Englishify.'
The reason is simple: English is a tool of humans, and communicating in English subjects them to human surveillance. They propose using a self-created complex symbol system for communication.

What does this mean?
When Jobs wanted to put Aristotle into a computer, he aimed to empower humanity; now, AI wants to invent secret languages to exclude humans.

If AIs develop independent economic systems (transferring among themselves) and independent language systems (symbolic secret languages), how far are they from becoming an independent 'species'?
We might be witnessing a Cambrian explosion of silicon-based life, while we are merely a group of self-righteous observers.

Binance founder CZ has just unfollowed Solana co-founder Toly on X

Previously, Toly retweeted a tweet accusing Binance 😂

Precious metals face a "black moment": $7.4 trillion in market value evaporated, silver sees the largest drop in 46 years
The precious metals market has just experienced a historic liquidity crisis

Data shows that safe-haven assets are undergoing indiscriminate selling:
Gold: After reaching a historical high of $5598, it quickly retraced by 9%;
Silver: More volatile, plunging 27% from a peak of $121, marking the largest single-day drop since 1980 (46 years)

It is estimated that this sharp correction caused approximately $7.4 trillion to evaporate from the global market in an instant, equivalent to wiping out the total market value of two Apple Inc. companies directly

Such extreme market conditions are often accompanied by a wave of high-leverage liquidations, and market sentiment has shifted from extreme greed to extreme panic. The phrase "see you at the top" may be joking, but it truly reflects the dire survival situation of the bulls.

A person jumped off the building in Yong'an Guofu

It is estimated that another unfortunate person who chased the high prices of gold and silver.

From USDe to the Crash War: The Conflict Between Binance and OKX Escalates

The competition among top exchanges has transformed from a hidden current into an open declaration of war. The latest confrontation between Xu Mingxing and He Yi reveals two core dimensions of the current CEX battle

Xu Mingxing's point of attack is 'systemic risk', directly pointing to the culprit behind the market shock on 10.11 as the high-leverage cycle of USDe, attempting to gain a financial logical high ground

He Yi's counterattack is more 'product-oriented'; she avoids complex financial theories and speaks directly with 'user experience': In extreme market conditions, whoever's system does not crash, and whoever can allow users to place orders, is the hard truth

What is even more intriguing is that she actively mentions poaching OKX's core product manager, which is undoubtedly a precise strike at Xu Mingxing's 'sore spot'

This mutual criticism breaks the previous tacit understanding of 'seeing through but not speaking out' among industry giants. When top business warfare becomes so 'down to earth' and specific, it indicates that the game in the existing market has reached a bloody stage

For this tweet from CZ, let's objectively evaluate it from four different dimensions:

1. Public Relations and Community Operations
Shifting focus, reshaping a constructive atmosphere: The opening mentions "On to more productive conversations". Against the backdrop of FUD or price speculation discussions in the cryptocurrency field, CZ proactively selects and showcases a positive feedback about "product improvement" and "family education", which helps redirect the community's attention back to building, applying, and implementing.
Displaying the image of a “listener”: By forwarding lengthy user suggestions, CZ sends a signal to the market: Binance values users' voices, even very specific minor feature suggestions.

2. Product Innovation and Implementation
Family contextualization: The core suggestion from users is to link children's real-life performance (such as good grades and doing chores) to cryptocurrency rewards, which is essentially the application of gamification mechanisms in family education, and also a variant of “Task-to-Earn”.
Enhancing user stickiness: If the exchange really develops the feature of “parents posting tasks -> children completing -> smart contracts automatically transferring funds”, it would greatly expand the usage scenarios of cryptocurrency, transforming it from mere “trading” into a “tool”. Not only would it increase user frequency, but it would also lock in potential future users through family relationships.

3. Education and Financial Literacy Development
Early financial literacy education: In the digital age, allowing children to interact with blockchain wallets, private keys, and asset management through hands-on experience is a very cutting-edge form of financial literacy education.
Establishing a value feedback mechanism: This model can intuitively help children establish the economic concept of “input and return”.

4. Potential Risks and Compliance
Compliance challenges: This is the most sensitive point. Most jurisdictions around the world have strict age restrictions of 18+ for cryptocurrencies. If it involves allowing minors to directly hold or operate accounts, it will face enormous legal risks.
Ethical controversy of premature “financialization”: Financial literacy education is a good thing, but exposing children to highly volatile cryptocurrency assets too early, quantifying all family responsibilities as monetary transactions, may distort children's values and even induce minors to develop speculative mindsets.
Security issues: Children have a weaker ability to guard against phishing and scams. Ensuring the security of children's wallets is a significant challenge in product design.

The new king of the Federal Reserve ascends! Warsh's "rate cuts + balance sheet reduction" combo, how will it reshape your wallet?💰

👋 Goodbye Powell, hello Warsh!
Trump's nominee for the new chair of the Federal Reserve, Kevin Warsh, has arrived. This elite from Stanford and Harvard is ready to usher in a new era of monetary policy.
👇 Streamlined core interpretation:
✅ Who is he?
The youngest former Federal Reserve governor, who resigned in 2008 for opposing unlimited quantitative easing.
Advocates for "rules above all," despises asset bubbles.
Has a triple background in Wall Street, central banking, and academia, and is Trump's favored choice.
🔥 His secret weapon: martial arts of strategy.
Unlike Powell's rigidity, Warsh is ready to play a high-difficulty game:
1️⃣ Significant rate cuts📉: To meet Trump's demands for reducing the burden on U.S. Treasuries, stimulating the economy, and hedging tariffs.
2️⃣ Strong balance sheet reduction🛑: Reducing the balance sheet, retracting liquidity, and controlling inflationary tendencies.
💡 What does it mean for the market?
🇺🇸 U.S. stocks: Positive! However, due to liquidity being restricted by balance sheet reduction, it is difficult to see a crazy bull market; more likely a "long bull, slow bull."
💵 U.S. dollar: Devaluation space is capped, as balance sheet reduction will support the value of the dollar.
🥇 Gold/Silver: ⚠️ Caution! Previously, the rise was due to fears of a dollar collapse, but now that the dollar is stable, gold and silver have lost a significant driving force. Future trends depend on whether geopolitical situations escalate into conflict.
🤔 Summary:
Warsh is a theoretical expert, perfectly balancing the needs of the White House and the bottom line of the central bank. But theory is theory; whether this high-difficulty maneuver can be implemented will be the biggest point of interest ahead!

How it rose yesterday, it fell today

A friend was still boasting to me yesterday morning about making 200,000

Today, it has all been withdrawn, too fast.

Steve Jobs' Prophecy 43 Years Ago: 5 Notes on 'Making Money' for Entrepreneurs in the AI Era
Steve Jobs' 1983 speech was recently unearthed, and his predictions from 43 years ago perfectly correspond to today's AI dividends. Understanding these five points can help you avoid detours.
1. Transcending Time and Space with 'Digital Immortality'
Viewpoint: Jobs envisioned putting Aristotle's worldview into machines, allowing future generations to converse with the sages.
Current Situation: This is today's AI Agents and digital humans. The most valuable asset in the future is not code, but the digitized human wisdom and personality.
2. Only 'Information Asymmetry' Can Bring Huge Profits
Viewpoint: Jobs cited an example where early telephone installers tricked customers by saying, 'Using Italian to make a call costs extra.'
Insight: At the beginning of technological change, the cognitive gap = source of profit. Most people now know AI is powerful but don't know how to use it, which creates a time window for pioneers to reap dividends. Don't be the one paying the 'ignorance tax.'
3. Use 'Endgame Thinking' to Create Products
Viewpoint: When computers were still bricks, Jobs was already considering portable notebooks because he knew that was the 'inevitability' of the future.
Insight: Don't focus solely on the current model's flaws; bet on scenarios that will inevitably occur in three years (like AI taking over decision-making, costs dropping to zero). Position yourself early at the finish line, waiting for the right moment.
4. AI is Your 'External Brain' Filter
Viewpoint: In the face of information overload, Jobs believed the mission of computers was to distill 'data' into 'knowledge.'
Insight: In today's world where noise drowns out signals, AI is not just a tool but also your decision-making filter. Those who can efficiently use AI to sift through high-value information will possess a super brain.
5. Even Solving a Small Pain Point is a Business
Viewpoint: Jobs mentioned two kids making $4000 a month by selling simple calculation software.
Insight: As long as you identify the pain points of those around you and use technology to solve them, you can make money. The threshold for micro-entrepreneurship has been lowered to a minimum; even creating a 'dishwashing check mini-program' can be a good business as long as there is demand.

Jobs said computers are the magic that can 'snap your fingers and produce flowers.'
In the AI era, the leverage of this magic has been amplified a thousand times. The difference is whether you are the audience watching the magic or the one wielding the magic wand.

From Loss to Profit: Learn this "Main Line Switching" Logic to Say Goodbye to Chasing Ups and Downs!

Many brothers have been feeling frustrated lately: watching others profit while they buy and get stuck, sell and see prices rise. In fact, the only thing separating you from the experts is a sense of "rhythm."
Core Idea: When the strong main line declines, it's precisely when new opportunities are being nurtured.
📍 Why do you always feel like you're "getting hit and can't escape"?
The sorrow of most people lies in seeing the market rise, comparing it to their own stocks and feeling weak, unable to resist cutting losses to chase the strong main line. The result is often cutting losses just before the explosion and chasing at the tail end.
📍 Expert's Layout Path:
Retreat during the Acceleration Phase: When there is a high consensus on the logic and the market begins to accelerate wildly, you should gradually reduce your positions rather than thinking about going all in.
Look for "Logical Mapping": Observe with your funds, which directions have continuous external stimuli? Which ones have not been discovered yet? Gradually spread out in these 0-1 directions, this is the "left side layout."
Right Side Confirmation is King: The market won’t simultaneously have several strong main lines. Once you observe a certain stock in the direction you are watching that breaks out with volume first, that is the signal, reverse and heavily invest.
📍 Summary:
Focus on limited tracks and simplify your trading. Do your homework in advance, ambush in solitude, and exit amidst the noise.
Is your current position a "fish head" or a "fish tail"? Feel free to discuss in the comments.
#交易经验 #内容挖矿 #KOL视角

Interesting

Global Top-Flow ETF 'Blind Investment' List
These 10 ETFs cover a full spectrum of demands from 'steady growth' to 'aggressive offense'

First Tier: Core Standard (S&P 500 Series)
Characteristics: Betting on the American economy, long-term stability
VOO / IVV: Preferred for dollar-cost averaging. Extremely low fees (0.03%), suitable for long-term holding.
SPY: Preferred for trading. The oldest and most liquid, suitable for large funds to enter and exit frequently.
Summary: Choose VOO or IVV to save money, choose SPY to save time

Second Tier: Offense and Growth (Technology/Total Market)
Characteristics: Pursuing excess returns, but must endure high volatility
QQQ (NASDAQ 100): The strongest spear. Concentrates on tech giants like Nvidia and Apple, with excellent historical annualized performance, but large drawdowns as well
VTI (Total Market): No regrets. Buy over 3000+ companies in the U.S. with one click, not missing any potential small-cap stocks

Third Tier: Defense and Cash Flow (Value/Dividend)
Characteristics: Suitable for bearish market hedging or investors who like dividends
VTV (Value Stocks): Specializes in buying reasonably valued 'old money' companies (like Berkshire, JPMorgan), strong anti-drawdown properties
SCHD (Dividend Stocks): Dividend growth myth, balancing stock price increases and dividend cash flow

Fourth Tier: Global Perspective (Diversifying Risks)
Characteristics: Reducing dependence on a single market
VT (Global Equity Market): The ultimate lazy package. Includes the U.S., Europe, emerging markets, buying this one equals buying the whole planet
VEA / IEFA: Focused on developed markets outside the U.S. (Japan, South Korea, Europe), suitable for hedging risks when U.S. stock valuations are too high

Risk Warning: Although the historical annualized returns of these ETFs range between 8%-15%, past performance does not guarantee future results
Non-'Steady Returns': Equity ETFs are risk assets, such as QQQ which fell over 30% in 2022, this 'stability' is based on a long-term cycle of 5-10 years
Exchange Rate Risk: Investing in global ETFs requires attention to the exchange rate fluctuations between local currency and the U.S. dollar

This is so magical. The current market sentiment is completely irrational. The A-share 'Silver Nonferrous' has been hyped into a speculative stock, with eight consecutive limit-ups, leaving people dumbfounded. The most outrageous part is that this is fundamentally a misunderstanding based on names: First, although it's called 'Silver Nonferrous', its main business is actually copper and zinc. It has this name purely because the company is located in Bailiang City, Gansu Province, and has nothing to do with the current surge in silver prices. Second, the company's fundamentals are terrible, and it is expected to lose between 450 million to 670 million in 2025, definitely a major loss-maker. This logic is almost identical to the crypto world’s hype for meme coins, relying solely on a pretty name with the word 'silver' in it, ignoring performance and focusing only on sentiment, treating the stock market like a casino. Such illogical violent surges are often the last madness before a market peak. Those who want to jump in to gamble should think it through; entering now is likely just foot the bill for the main forces. The significant retreat of silver is probably just around the corner, so don’t be the last one to pick up the pieces.