
💍❤️ @0xWands Founder @LumoraMarketing The Trader SCUBA Diver
Republic of Mauritius
Joined March 2021
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Cryptowriter retweeted
用过很多交易所,华人背景的几乎都用过,最早用的是比特币中国和okcoin,当时okcoin的深度是独一档,那时候没有搬砖机器人,经常出价差,两个交易所同时放币和钱,这边买入那边卖出,再把里面的钱和币重新配平等下次机会,最原始的手动搬砖,经常一次能赚几千块,买币就是个人银行卡直接转他们交易所员工的卡,对面确认钱到了就给你把币入账,刚开始买的时候也心惊胆战,几十万直接汇到陌生的账户里,后面也成日常了,十年前也没反诈随便汇。
后来16、17年左右ico大热,本来交易所能交易的品种很单一,李笑来和老猫的云币,也就是现在的big one,开始上山寨币,每天都是涨幅惊人,后面大家都开始上了,像比特时代这些,同期也出了很多新交易所,酷币、聚币、bitget和mexc都是那时候出来的,这三家野鸡所当时是出了名的黑店,吃客损加上赚了大钱不让走,老韭菜是根本不敢去玩的,后面新人越来越多,不知道这些野鸡所的过往,也让他们一直活到了现在,也许当时只是想趁牛市捞一把,但是这个生意实在太赚钱了,赚了钱就想洗白,是这些有黑历史的交易所一直在做的事情,确实负面新闻也越来越少,除了聚币一直卖来卖去,bitget洗的最成功,mexc被老美一纸禁令暴击后恐怕凶多吉少了。
最早期的交易所,除了ok、火币,就是gate了,他们都是2013年的,只有李林时期的火币才是真火币,gate每隔断时间就被传要倒闭,但一直活得好好的,就是爱改名字,比特儿、芝麻开门、大门都是它,吃了早期红利的交易所底子太厚了。
希望Mexc还能挺下去,它家这个U卡目前还是独一档,日常用起来不错,每个月我还能薅它几百刀返现。💪
Cryptowriter retweeted
Democrats, don't fuck this up. Focus on the economy & ending wars
Don't go back to bringing men into women's bathrooms and DEI racism
Let Americans be able to take care of their families based on meritocracy & hard work
Cryptowriter retweeted
We got your back, New York!
Readers added context they thought people might want to know
Several figures here aren’t federal results or NY-specific. The $472B combines US wide pledges: Micron's $250B is nationwide (NY site $100B) Anthropic's $50B covers TX and NY. The 48% murder drop is from NY's state run GIVE program (28 departments, Jan – May 2026).
arkolith.com/news/news-micr…
therepublic.com/?p=843020
governor.ny.gov/news/safer-str…
Cryptowriter retweeted
I hate to break this to you, but you are way too poor to be afraid of socialism.
Cryptowriter retweeted
We will be in token 2049 singapore. Connect with us by finding our founders over there! @0xWands @cryptowriter
Cryptowriter retweeted
Petition to take all Anthropic employees on a field trip to a third world country to shake them out of their SF psychosis
Cryptowriter retweeted
Passed Pawn's Perspective
1. I heard AGI arrived. I'm sticking with my evaluation of these models as high IQ stupid for now. Anyone who's used them extensively seems to agree with me.
2. LLMs are incredibly useful for certain tasks. We just have to be careful about extrapolating that to all tasks for all people, or even many tasks for many people. This has implications wrt valuations and commercial moats.
3. The bond battle continues. It's painted as Bessent vs the markets, but is that reality? The admin has been running inflationary policy since they took office and AI driven growth and debt financing have been powerful forces. Markets find clearing prices for risk, simple as that.
4. The only problem is the lack of understanding and messaging when our leaders are saying rates and inflation should be lower, for some legitimate and some absurd reasons, while driving them higher at every turn.
5. At the end of the day, the dollar will be the sacrificial lamb. Stocks, bonds and the economy will all come first. I’m positioning my portfolio accordingly.
6. I saw some debates about manufacturing jobs recently. Of course they are increasing, given the massive AI and defense related infrastructure needs and strategic reindustrialization. This is good for the US long term and no it's not because of blanket tariffs and made up reshoring lol.
7. The Fed is priced as more likely to hike than not this month. I expect they will, since markets are handing it to them, and Warsh wants to look like the committee is following through with his stated mission. It actually pairs well with Bessent's efforts as well.
8. Oil keeps climbing. Dec Brent is now above its peak in May. The short term disruption is being priced more accurately as a medium term disruption and I suspect it will continue higher from here.
9. I feel like a broken record, but there is no off ramp for the US. Iran has only two ways to establish deterrence and neither of them is signing a deal that can be broken any time.
10. Overall there are many challenges ahead, but in the near term its in everyone's best interest to keep the party going, especially through the IPOs and election. The capex machine isn't out of runway yet, but we should be looking out for second derivatives turning lower, exhaustion in funding markets, etc.
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