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1、加密投资铁律:80%以上资金买入BTC和ETH!!!
这也是加密货币唯二两个可以称为资产的币种,也就是巴菲特说的可以睡着觉的投资。
牛市重仓追高山寨是绝大多数人牛市亏钱的核心原因,因为山寨的资金流一般是一波流走势,基本面、资金面、情绪面同步爆发的时候,如果你没有在这个时候卖出止盈,那么你迎来的有可能是长达1~2年的深度回调,因为热的流动资金会迅速撤走,即使有反弹也是杯水车薪。
另外山寨分为2大类,筹码100%流通的老项目,这种项目一定要慎重,因为项目方和投资机构大概率已经出完货了,即使涨,有涨不过大盘的涨幅。
另外一种是流通10%的新项目,这种适合低价埋伏,高位加仓容易出现上面被套整个牛市的情况。
AK retweeted
去年看到这个套利交易的时候真有一种高山仰止、仰望神的感觉。
后来自己也能在毫秒级做到了,终于可以望其项背,回头再看到这个推,真是感慨万千。
An unbelievable arbitrage happened in 44 trading venues swapping 24 tokens. It involved @CurveFinance, @MakerDAO, @balancerlabs, @Uniswap 's V2, V3 and V4, @BitcoinCom's Verse, @PancakeSwap, and @Fluid_Protocol. Making $15.8K as revenue, the bot 🤖 tipped @beaverbuild 5.6 ETH and pocketed $1.5K as income. bit.ly/4ijw5OQ
狗安出来挨揍
币安简历
2018:黑客拿用户的 API 密钥批量拉盘,币安的处理方式是把已经成交的交易回滚了。同年再来一次,1 枚 SYS 在币安卖出 96 个 BTC 的天价,再次回滚。名副其实的回滚交易所。
2019:被盗 7000 个 BTC,CZ试图回滚比特币,显然行业命运没有自己的钱重要。同年用户 KYC 资料被人拿出来勒索。
2021:狗狗币提现停了17 天,用户莫名其妙收到几年前的旧提币,还被要求退回去,不然冻结账户。最后马斯克亲自下场发推对线,CZ用特斯拉召回事件来回复。他可能觉得恐吓用户和汽车召回一样都是为了保护用户。
2022:把用户账户里的 USDC 直接自动换成自家 BUSD,竞品稳定币原地消失。同年,CZ一条推文,行业老二 FTX 原地倒闭。次年BUSD被监管捶死。
2023:向美国司法部认罪,罚款 43 亿,CZ辞职,顺带坐了 4 个月牢。币安成为唯一一个老板坐牢的交易所。
2024:派高管去尼日利亚谈判,人被扣了 8 个月当筹码。最后美国出面解决。
2025:青史留名的1011大清洗,无数家庭家破人亡,没人被追责。
2026:再次被盗63亿美金,至今没有完全恢复提现;紧接着 UID 闹剧,祖传的回滚绝技不能给用户服务。
期间员工老鼠仓、闺蜜币、喊单土狗更是不胜枚举。
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AK retweeted
Replying to @0xCryptoChan
刚好跟VDD有关,虽然这个周期的成交量(币本位)相对于之前周期降低。
但是我如果派发规模用Coin Blocks Destroyed来统计
发现,居然最近连续三个周期牛市累积Coin Blocks Destroyed与熊市累积Coin Blocks Destroyed 都差不多。
根据减半后的MVRV叠加指标来预测小牛顶
🖍️每轮从熊市底部到小牛顶 都在7个月左右,本轮熊市底是2026年6月底,可以推算出本轮小牛顶在2027年1月底。
🖍️前3轮涨幅分别为 1900% → 306% → 94%,按照50%~70%的递减涨幅推算,2027年初的“小牛顶”MVRV目标区间对应的价格大约是 $75,000 — $100,000。
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刻舟求剑:次次不一样,次次都一样
🖍️根据减半后的MVRV指标来看,每轮牛市MVRV最后的高点距离本轮熊市的底部大概都是12/13个月
🖍️到2024年这轮牛市从顶部 距离2026年6月底部 已经13个月
AK retweeted
Hiring Tony Robbins today costs 1 million dollars for just one day.
This is a 21-minute tape recorded in his own home more than 30 years ago.
There, he explains exactly how to get anyone to say yes.
The same material for which they now charge a fortune... completely free.
It's a rare, unfiltered recording from the time when he still didn't charge millionaires just for being in the same room.
When someone says no, they give two excuses:
“I don’t have time” or “I don’t have money”
Neither is true.
The real reason is that they still don’t believe it’s worth it.
It’s not a money problem. It’s a state problem.
Tony teaches something he calls “attack and confess”
Instead of arguing the objection, you confess your own:
“I had the chance to go six months ago and I didn’t until two months ago.
I can’t even imagine the time I wasted”
The room goes silent. No one argues.
Then he gets the person on the “yes train”
Each little yes adds to the next.
Until saying no at the end feels harder than saying yes.
When it’s time to sign, the person has already said yes five times without realizing it.
Just 21 minutes.
There you learn the two only moves that people pay 1 million a day for:
how to read anyone’s state… and how to shift it.
Most people spend years guessing in sales.
He wrote it on a flipchart in his living room in less than half an hour.
A seat in that room cost $125 dollars.
Today it costs $1 million dollars a day to sit in front of him.
The tape is free right now.
And the answer is in this video.
AK retweeted
王虹给我印象最深的一句话;
人是不需要努力的,你只需要不断筛选自己的环境,找到契合自己的高能量环境,然后让自己闲下来,你就会获得意想不到的财富和好的命运。一直消耗自己的人,是不可能获得好命运的。






















