InsomniaLK retweeted
Neverless • Invest with 0 fees
Why am I using Neverless?
I’m planning to use this bear market to slowly build my next BTC + stock positions.
With Neverless, I can buy BTC and stocks like MSTR, COIN, CRCL and more in one place.
The biggest reasons I like it:
• 0 trading fees on stocks & most crypto
• Automatic daily DCA
• Buy stocks 24/7
• Advanced orders like limit & stop-loss
• USD and BTC can earn yield
• I can withdraw my BTC to my own cold wallet
For me, it’s less about trading more.
It’s about making my investment plan easier to follow.
I’m a user, not a financial advisor.
If you want to try it, you can use my link 👇
neverless.com/referral?code=…
And if you sign up through my link, you can join our group for free to discuss Neverless, Bitcoin and related topics.
Happy to share what I learn along the way. 🤝
@neverlessapp
Love the focus on discipline over hype during this bear market. DCA automation and the cold wallet withdrawal option are huge wins for sticking to the plan.
Neverless • Invest with 0 fees
Why am I using Neverless?
I’m planning to use this bear market to slowly build my next BTC + stock positions.
With Neverless, I can buy BTC and stocks like MSTR, COIN, CRCL and more in one place.
The biggest reasons I like it:
• 0 trading fees on stocks & most crypto
• Automatic daily DCA
• Buy stocks 24/7
• Advanced orders like limit & stop-loss
• USD and BTC can earn yield
• I can withdraw my BTC to my own cold wallet
For me, it’s less about trading more.
It’s about making my investment plan easier to follow.
I’m a user, not a financial advisor.
If you want to try it, you can use my link 👇
neverless.com/referral?code=…
And if you sign up through my link, you can join our group for free to discuss Neverless, Bitcoin and related topics.
Happy to share what I learn along the way. 🤝
@neverlessapp
InsomniaLK retweeted
最近在欧易看到RLUSD。#OKX达人
把手里的稳定币换成它，拿着就能吃收益。现在活动还在（到8月20号），前2000个能直接吃到10%的补贴年化，母账户也能用。平时正常放着大概3.5%，VIP能到4.1%。收益每周发，还能自己选要RLUSD还是XRP，而且能跟闪赚叠着玩。
最舒服的是完全不用锁仓，想交易就交易，想当保证金、想抵押借币都行，一点不耽误用。
再多说一句它的底层和透明度：
官方储备只允许放美国短期国债（三个月以内）、政府货币市场基金、隔夜国债逆回购和银行现金存款，托管在BNY Mellon，隔离账户，每月独立会计师出报告，1:1甚至常有小幅超额。这套标准和USDC很接近——都是纯现金+短期美债，没有比特币、黄金或贷款这类资产。USDT虽然流动性更强，但储备里会包含黄金、比特币等，披露也是季度一次，合规压力相对更大。RLUSD在储备纯净度和月度鉴证上已经达到机构级水平。
闲置稳定币放着也是放着，换成这个既能继续用又能多收一点，操作成本几乎为零。额度有限，感兴趣的可以自己去看看。okx.com/earn/rlusd-rewards
2021 年王思聪花一百万组装的电脑
因为内存和硬盘涨价,现在大概值 120 万
百万电脑不但没贬值,还升值了 20 万
当年笑他钱多烧的
这波内存涨价,连富二代的电脑都跟着吃红利
为什么就我的钱包在缩水?
InsomniaLK retweeted
最近在用 @xhunt_ai 这个开源浏览器插件，体验确实不错。它最直观的功能就是可以查看到自己在Web3和AI领域的影响力排名。
排名高低其实不代表一切，但它是一个很好的“真人验证”和筛选门槛。有排名的账号，说明背后是个活人，并且在用心经营和输出，而不是流水线的机器人。
既然大家都想在这个圈子里把账号做起来，不如互相支持一下。只要你有排名，无论你的XHunt排名是多少，我们都来互关吧，把真实社交网络建起来🤝
//
另外，说到“被动收益”，除了积累咱们的社交账号影响力，最近还看到一个机制挺有意思的Meme币“中本聪”（合约：0x5e8960143d03077d91725943a5f6b3ebd32d7777）
简单拆解一下它的模型，自带很强的博弈属性：
▪️买卖都有3%的税。
▪️只要持仓达到500万个币，你的地址就相当于一台“虚拟矿机”。
▪️这3%的交易税会作为分红池，直接以BTCB（SBC链上的BTC）的形式发放给这些持仓用户。
▪️也就是说，整个盘子的代币交易越频繁（不管别人是买还是卖），分红池就越大，“矿机”拿到的BTCB奖励就越多。
机制设计得确实聪明，把交易摩擦直接转化成了持币者的分红。不过也提醒一句，这类代币的分红很吃全网的交易量，大家感兴趣的可以自己去看看（DYOR）。
要互关的朋友，直接点个关注，我挨个回关！
🤝 Paid partnership
英伟达要搞万亿参数开源模型
还发了单GPU能跑的Nemotron 3.5 Lightning
开源模型是假，卖GPU是真
模型越开源，跑模型的卡越多
这才是英伟达的全部逻辑
免费发模型，是为了让你花更多钱买算力
天下没有白吃的午餐，只有白给的权重文件
Nvidia's Open Model Is a Decoy, Selling GPUs Is the Point
Nvidia is building a trillion-parameter open model, plus Nemotron 3.5 Lightning that runs on a single GPU.
Right direction, impure motive: the open model is a decoy, selling GPUs is the point.
The more open the model, the more cards run it - that's Nvidia's entire logic.
Free models are so you spend more on compute.
No free lunch, only free weight files.
#英伟达 #开源模型 #Nemotron
Lumentum Q4营收翻倍增109%，EPS暴增267%
指引大超预期
结果盘后先跌5%再涨5%
财报好到爆炸，股价却先跳水，为什么？
因为78亿美金一次性亏损挂在那，市场先吓一跳再说
这就是利好出尽和利空出尽同时上演
数据好不代表能赚钱，能赚钱不代表股价涨，股价涨不代表你赚到
Lumentum's Blowout Still Tumbled 5% First
Lumentum Q4 revenue +109%, EPS +267%, guidance crushing estimates.
After-hours it dropped 5% then rose 5%.
Blowout earnings but the stock dove first - why?
A 7.8 billion one-time loss sitting on the books, the market flinches before it thinks.
Good data doesn't mean profit, profit doesn't mean the stock rises, the stock rising doesn't mean you made money.
#Lumentum #光通信 #财报
SK海力士ADR涨4.7%、闪迪涨2.7%、希捷涨2.4%
存储全面开花
存储涨的逻辑说穿了就一个
AI吃数据，数据要存，存要芯片
但逻辑对和股价涨是两回事
存储板块每次涨都有人喊周期反转
每次都有人在高位站岗
这次是真是假，等HBM库存数据出来就知道
Storage Rallies and Someone Always Gets Stuck
SK Hynix ADR +4.7%, SanDisk +2.7%, Seagate +2.4%.
Storage blooming across the board.
The logic is simple: AI eats data, data needs storage, storage needs chips.
But "the logic holds" and "the stock rises" are two different things - every storage rally has someone shouting "cycle reversal" and someone stuck at the top.
Real or fake this time?
Wait for the HBM inventory data.
#存储芯片 #SK海力士
WTI涨到83刀，布伦特一度破90
美伊僵局，霍尔木兹海峡一紧，油价就飙
油价一涨，通胀预期就起，美联储加息预期就升，科技股就跌
一条链子，从德黑兰一路传到纳斯达克
你以为你在炒美股，其实你是在炒地缘政治的衍生品
原油涨的时候，所有人的仓位都在给战争买单
Oil Rises and Everyone Pays for War
WTI climbed to 83, Brent briefly broke 90.
Iran-US standoff, Hormuz tightens, oil spikes.
Oil up means inflation expectations up, rate hike odds up, tech down.
One chain from Tehran to Nasdaq.
You think you're trading US stocks, you're really trading geopolitical derivatives.
When oil rises, every position pays for someone else's war.
#原油 #地缘政治 #美股
三大指数跌，盘后超微电脑、Lumentum、CoreWeave却集体超预期。
这就是现在的美股分裂：白天跌给情绪看，晚上涨给财报看。
你说市场是悲观还是乐观？
财报好就买，财报坏就砍，至于AI到底值不值这个价，没人关心。
Day Falls for Sentiment, Night Rises for Earnings
All three indices fell, but after-hours Super Micro, Lumentum, and CoreWeave all beat estimates.
That's the split in US stocks today - falls by day for sentiment, rises by night for earnings.
Is the market bearish or bullish?
Neither - it only sees results, not process.
Good earnings buy, bad earnings dump, and whether AI is worth the price, nobody cares.
#美股 #财报季 #AI
BTC合约和现货成交量比率突破历史新高 7.82。
现在买比特币的人,七成都在玩合约。
这是有史以来杠杆率最高的时候。
杠杆越高,离爆仓越近,近期是否有大事将要发生
Aug 10: Bitcoin's futures-to-spot volume ratio broke an all-time high of 7.82.
In plain terms: seven out of ten people trading BTC now are playing contracts.
Highest leverage in history.
The rule: the higher the leverage, the closer the liquidation. Weigh that yourself.
#比特币 #杠杆 #合约 #BTC