Crypto investor, tech enthusiast, keeping an eye on the rise of silicon-based life.

Joined October 2021
人生其实跟股票一样,是需要在高点套现的。 表达欲最强的时候,多留下一些作品。 荷尔蒙旺盛、流动性最强的时候,多做爱。 有体力还有探索欲的时候,赶紧去旅行。 父母健在、家庭和睦的时候,有时间就多聚聚。 人最容易犯的错误,就是在高点的时候,以为自己会永远处于高点。
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以前觉得短剧都是无脑爽文,结果一刷就停不下来! 下面这些是真的好看啊! 1)《持械入宋》:穿越宋朝,越往后越精彩,据说已经更新8季。 2)《洪武苟长生》:明朝历史穿越,时代背景设定很有意思。 3)《凡人百世书》:无限流修仙,主角智商在线,剧情紧凑。 4)《钞能力玩家》:游戏题材爽剧,主打一个爽字。 5)《抽象三国》:三个大学生穿越成刘关张,三国搞笑天花板。 6)《都重生了,谁还装富二代》:都市重生,低调装逼才是最高境界。 7)《不死狂徒》:每死一次就变强,越打越无敌。 8)《末世选择,从解析神明开始成神》:末世生存,靠解析选项不断升级。 9)《谁把我仙侠游戏退出键给扣了》:游戏穿越修仙,升级打怪停不下来。 10)《领主:每天每人给我一金币》:西幻领主种田,金币多到怀疑人生。 11)《废土文明游戏:从下水道求生开始》:废土求生,搜打撤玩家必看。 12)《男仆香饽饽,只想做专业跟班的我却成了女主》:都市穿越,女频搞笑爽剧。 13)《我的诡异表妹》:都市诡异轻喜剧,恐怖中带点可爱。 14)《别人等末日,我先当王族》:末日穿越,西幻生存策略。 15)《血量亿倍增幅,被当成废物异能》:都市异能,血量直接开挂。 16)《死囚营杀敌就能加点》:古代战争,杀敌升级,战力狂飙。 17)《生来就是魔丸,我的身份有亿点点多》:都市异能,身份多到离谱。 18)《鬼舍求生,从刷广告就变强》:惊悚生存,女频版猛鬼宿舍。 19)《布衣成圣》:草根逆袭,一路修炼成为武圣。 20)《烬九州》:古代逆袭,节奏爽快。 21)《聚宝仙盆之杂灵根才是真BOSS》:传统修仙,宝盆流加凡人流。 22)《时停起手》:末日题材,开局掌握时间暂停。 23)《魏家逆子成首辅》:古代权谋,喜欢烧脑剧情的别错过。
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✅대박 이거 알려준 사람한테 평생 절해야 할 판임 목이랑 어깨 뻐근해서 죽을 맛이었는데 이거 하니까 진짜 몇 초 만에 싹 풀리더라 ㅋㅋ 여태 왜 이 간단한 걸 몰랐나 싶다 어깨 통증 달고 살던 사람들 지금 당장 멈추고 이거 꼭 해봐
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完全震惊瘫坐...😳 用Opus5.5制作的《芯片简史》,从爱迪生的灯丝到极紫外光刻EUV... 什么也不说了,自己看吧
强烈安利一本书《芯片简史》 大概是最近一两年来读过最精彩的一本书,一拿起就停不下来,几天时间读完,酣畅淋漓。 芯片是人类历史上最伟大的发明之一,是人类过去100年按下加速按钮背后真正的核心要素,可以说芯片史即人类文明史。 但芯片却是大部分人的知识盲区,如果不是电子等相关专业,对芯片的来龙去脉一定是混沌的认知。但是看一下这本书第一页的芯片知识树,就会意识到,生在这个时代不了解芯片是一个巨大的遗憾。 本书的作者既是一线的技术大牛,又能够把技术内容用普通人能听懂的方式讲述出来,再配上中间很多历史中人性与江湖的细节,引人入胜。这本书不但会帮助你理解芯片,他更会帮你理解美国,理解日本,理解台湾,理解人性,而且视角非常独特。 最后唯一的遗憾是,比特币竟然没有出现在这本书里。比特币是人类历史上第一个用芯片铸造的钱,这个生于芯片的数字黄金仅用十几年市值已经长到了黄金的十分之一。比特币在作者的芯片知识树上,绝对配得上一个醒目的枝干。 #芯片简史 #芯片 #BTC #汪波
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最近越来越觉得,很多真正值得跟踪的 Crypto 机会,不能等到「能买了」才开始研究。 Alloc Init 刚发布的 Shielded Bitcoin 就是一个例子: 想在不修改 Bitcoin 共识、不依赖 federation/operator 的情况下,在 BTC L1 上实现类似 Zcash shielded pool 的隐私转账。 现在当然还非常早。 没有 token,peg-in / peg-out 也还在继续研究,更谈不上现在就去投钱。 但这种阶段反而值得进入 watchlist: 论文 → implementation → testnet / wallet → 第一批真实用户 → incentive / asset 等市场开始讨论「怎么买」的时候,往往已经不是最早了。 我更关心的是:第一批真正可以参与 Shielded Bitcoin 的入口什么时候出现。
Shielded Bitcoin: Private Transfers on Bitcoin L1
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i just hit 500,000 FOLLOWERS on FOMO according to the FOMO team, i'm officially the first person ever to hit this milestone and it took me just a little over 3 months after joining the crazy part? the growth was almost entirely organic my account went viral because of my trading performance, with my portfolio hitting an ATH of $20 MILLION while becoming the #1 trader on FOMO across every major timeframe my lead over the #2 trader: - 2x+ their PNL on the 24H leaderboard - 3x+ their PNL on the 7D leaderboard - 2x+ their PNL on the ALL-TIME leaderboard and this wasn't from one lucky trade it came from positioning into the biggest trends before they became obvious: - ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241: +11,108% on avg entry - $MICRODUCK: +1,111% - $DELTA: +894% - $MARSCOIN: +405% - solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk: +356% - $BASECAT: +108% i've spent a lot of time thinking about why i've been able to outperform like this and honestly, i think there are a few principles behind it that are far more important than the individual trades i'm sharing them in hopes they benefit you! 1. ANTICIPATE TREND SHIFTS the biggest money is made when you position before everyone else realizes the trend has changed i anticipated Robinhood becoming a dominant chain and expected its leading launchpad to be one of the biggest beneficiaries that led me to ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 i'm currently up 11,108% / ~$7.5 MILLION on that single position i saw a similar setup developing on BNB and positioned into $MARSCOIN as the flagship beneficiary of the meme/stock meta there the same framework led me to $BASECAT on Base and solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk on Solana don't ask: 'what is pumping right now?' ask: 'where is attention going next, and what becomes the biggest beneficiary if i'm right?' that's where the asymmetric opportunities are 2. DIVERSIFY YOUR THESIS, NOT YOUR CONVICTION diversification doesn't mean randomly throwing darts at 100 different coins it means forming a thesis about where attention is going to concentrate, identifying the asset most likely to capture that attention, and then expressing the thesis across multiple ecosystems for me: - Robinhood → ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 - BNB → $MARSCOIN - Base → $BASECAT - Solana / memecoins as a whole → solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk this approach gives you exposure to multiple potential winners without requiring you to know exactly which narrative will dominate. and i continue to believe solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk will be the frontrunner memecoin of this cycle and ultimately the next $PEPE / $DOGE-type play 3. BUILD A NETWORK OF SMART TRENCHERS i didn't find these trades alone a huge portion of my edge comes from being constantly connected to people in the trenches alpha chats friends sending narratives scouring X asking other traders what they're watching researching interesting tokens the moment they come across my radar one of the best pieces of advice i can give anyone trying to make it onchain: build a network of smart people find good trench chats bounce ideas around share alpha challenge each other's theses you want to be surrounded by smart people who are locked in 24/7 4. ACCEPT THE COST OF THE OPPORTUNITY i'd love to tell you i'm doing all of this while working 4 hours a day and getting 8 hours of sleep every night that would sound cooler but it would also be a lie. i've spent much of the past few weeks barely sleeping and have sacrificed a significant amount of my social life is that extreme? absolutely. but i believe there is a limited window to capitalize on the most explosive part of this bull market i'd rather maximize that window now and earn the freedom to do everything i'm missing later when the market cools down 5. REMOVE SENTIMENT FROM YOUR TRADING this one took me the longest to learn i used to be a very sentimental trader for example, i stopped buying PumpFun coins during the BonkFun vs PumpFun launchpad wars last year because of my personal bias in hindsight, that was foolish your first objective as a trader is simple: make money. the moment you become emotionally attached to a chain, platform, founder, ecosystem, community, or narrative, you've voluntarily eliminated potential winners from your universe that can cost you a generational trade that's why i was willing to size into $BASECAT despite having a terrible opinion of Base for a long time and it's why i was willing to size into Robinhood despite being heavily exposed to Solana previously i didn't let my existing biases prevent me from recognizing where the next wave of attention could go while Solana maxis insisted Solana was the only chain capable of producing major runners, i was positioning into Robinhood early the market doesn't care what you believe it rewards you for being right. i know this is a long post but i wanted to include the actual lessons behind the numbers instead of simply posting '500k followers' and flexing the portfolio because i've repeatedly said that i believe FOMO is going to be THE platform of this cycle i expect it to disrupt the CEX hegemony and eventually flip multiple Tier-1 CEXs as the place where retail comes to trade and we're still incredibly early if you're not on FOMO yet, you can join through my referral link: fomo.family/r/unipcs i'm giving away $300,000 USDC + $50,000 worth of solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk to people who join through my referral and actively use the platform and above all, i want to make one thing absolutely clear: ALL OF THIS IS GOD not me every opportunity every win every door that opened ALL IS AT HIS WILL AND PLEASURE i'm immensely grateful to be used as a vessel I RETURN ALL GLORY AND PRAISE TO HIM 🙏
after hitting a portfolio ATH of $10 MILLION on fomo just yesterday... i've officially become the first person ever to hit a $20 MILLION portfolio ATH on fomo my current fomo numbers: - 24h PNL: +$4.7m - 7d PNL: +$12.8m - 30d PNL: +$14.8m - all-time PNL: +$16.5m and these gains were mostly made from trades including: - ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241: +10,800%+ from my average entry - solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk: +350% (gonna run it back to ATHs an then multi-billions, God willing!) - $MARSCOIN: +336% - $BASECAT: +119% - $DELTA: +1,168% - $MICRODUCK: +1,015% and here's the part that i think many people still haven't fully realized: i'm trading almost exclusively on fomo these days in the past month alone, i've taken dozens of new trades on fomo and i'm currently up on more than half of them meanwhile... i don't think i've posted more than 1-2 new trades on X or TG during that same period so if you're only following me on X... you're probably missing A LOT of my trades and i mean a lot because while people are waiting for me to post trades publicly on X... i'm often already taking them live on fomo if you actually want to follow what i'm trading in real time: join fomo through my ref link 👇 fomo.family/r/unipcs i'm also currently giving away $350,000 to active fomo refs meaning people who: - join through my link - follow me on fomo - actively use the platform and finally... i want to reiterate what i've said in my previous updates: this is NOT me these recent successes are NOT because of me it is all GOD and HIM alone i am simply grateful to be used ALL GLORY AND PRAISE BE TO THE ALMIGHTY GOD AND TO HIM ALONE!!! 🙏❤️
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当 95% 的人还在打狗 PVP的红海里互割送钱时,有人已经靠着专业的套利降维打击,从市场里默默赚走了 1000 万美元。 据统计,目前fomo上95%交易者都在亏损,只要赚到 1 万美元,就能杀进全平台前 1%... 但就在散户为了几百刀本金肉搏互割的同时,传奇套利玩家 @Cbb0fe 刚刚发布了一份长文复盘: 在过去的 10 个月里,他和兄弟仅凭两个人,没有去碰任何土狗,而是靠着一套股票/大宗商品永续合约跨市场套利系统,跑出了 320 亿美元的交易量,纯利润突破 1000 万美元,年化回报率来到了夸张的 35%–45%。 而看完这个长文,小编觉得系统化的找到自己擅长的蓝海很重要,CBB 做的事可以分为这么个点: 第一,不做大机构的接盘侠,只抢第一波红利 CBB 兄弟俩过去一直在 HyperEVM 上跑排名第一的套利机器人。但随着 Wintermute 等大做市商进场,利润被极限压缩。 他们给自己定下一条生存铁律:绝不跟机构的正规军打持久战。 2025 年 10 月,Hyperliquid 推出 HIP-3,合作方 TradeXYZ 上线了首批美股永续合约(如 XYZ100)。兄弟俩敏锐地意识到:TradFi 和 DeFi 之间出现了一条全新的未开垦缝隙。 尽管他们当时“连一张股票都没买过,完全不知道期货是什么”,但他们直接截图盈透证券(IBKR)的操作界面,疯狂喂给 Claude 提问学习,花了不到一周的时间,硬生生啃下了美股券商复杂的 API。 第二,利用美股现货/期货 vs 链上 Perps 的结构性基差 以 IBKR(传统金融端)的盘口价格为“真实价格”,如果 Hyperliquid 上的合约相对 IBKR 出现折价,机器人在链上做多(Long);一旦链上成交,立刻在 IBKR 上做空(Short)进行对冲。 但实操中,为了平衡滑点与手续费,参数极其讲究,还设定了单笔上限、安全熔断以及根据盘前溢价进行调整等各种设计,其实这也是在逐步执行的过程中慢慢完善的。 第三,不断修正,有错就改 1 月份黄金行情爆发,散户在 Hyperliquid 上疯狂做多,他们光吃资金费率就赚了 60 万美元。 结果由于 IBKR 数据流卡死,机器人以为对冲失败,疯狂追加黄金空头,最终在 IBKR 上堆出了 1.2 亿美元的黄金空单敞口。人工强制平仓后单日亏损 110 万美元。 他们没有内耗,当天排查完代码并加入数据新鲜度校验,第二天靠着白银暴跌抓住了 3% 的链上基差,一把又赚回 60 万美元。 总体上,财富永远产生于“系统的边缘与断层”。 当一个新基建(如 HIP-3)冒头时,你能否在 48 小时内完成认知重塑与代码上线,在正规军压境前榨干第一波红利? 显然大多数人可能都做不到。赚钱真的并不是运气。
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Introducing Atlas: The world's first multimodal world model that generates image and video frames with pixel-perfect camera control and reconstructs them in 3D. Model the world, move the camera, and simulate space & time.
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xgdu retweeted
Circle/Arc CEO supported fomo (biggest memecoins trading platform) stating they will be live on Arc from day 1 Circle is a 25B company and the combined mcap of the trenches there is well below 10M (667k total volume last 24h only) Only way you can get in is through OTC with about 50% premium since bridge is closed until mainnet. Can do a thread explaining how to if there's interest. $Bancor is my favourite pick, 200k mcap
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Circle's Arc Mainnet is comming soon 👀 Arc will launch its mainnet on September 16, 2026. @Arc was built by @Circle and is a Layer 1 chain that uses $USDC for gas fees. A stablecoin issuer is finally expanding into blockchain infrastructure. Are we heading toward a world where people can pay entirely with crypto, anywhere? Arc has not officially launched yet, but we should remember what happened with Robinhood. At one point, #Arc's mainnet was briefly open, but @Arc temporarily blocked its official RPC and Gateway to prevent unauthorized access. Of course, only the frontend was shut down; the chain itself was not taken offline. Many degens were disappointed by this, but sentiment has shifted recently after @fomo announced that it will support @Arc from day 1 of its mainnet launch. xitter.cf/seyong/status/20938478…, xitter.cf/jerallaire/status/2093… Let’s get prepared early: Arc Chain Information Network name: ARC Testnet Chain ID: 5042002 Mainnet Chain ID: 5042 Symbol: USDC RPC: rpc.testnet.arc.io Explorer: testnet.arcscan.app/ $Birdie (Chris Ries dog) The name of the dog owned by xitter.cf/chrisries is Birdie. Arc’s official account also posted a photo of Birdie: xitter.cf/arc/status/20502904471… gmgn.ai/arc/token/0x2a63a785… $Architects (Architects) The name Architects comes from the word 'Architects', which was mentioned in Arc House program. gmgn.ai/arc/token/0x8bcb9427… $ARCANINE (Arcanine) It is the first meme coin on the Arc chain. gmgn.ai/arc/token/0xf3715bf5… $Aros (Circle Dog) Aros is a coin based on a dog photo that @circle posted in 2015, calling it "our customer". It is a project that first launched on the Robinhood chain and promised a 1:1 airdrop to Arc. gmgn.ai/arc/token/0x3af1d499… $SLJ (Supreme Leader Jeremy) On April 16, 2026, the dprk.arc address minted a North Korean propaganda-themed NFT to Circle CEO @jerallaire's public address, jerallaire.arc, on the Arc Testnet. dprk.arc is known to have received $80M $USDC bridged from the Drift Protocol Exploiter. $SLJ is a meme coin mocking this. gmgn.ai/arc/token/0x127f8084… Arc Ecosystem Charts @fomo @gmgnai @BasedBot @ArcDEXScan Bridges @lifiprotocol @DYORSWAPDEX @wormhole @MaestroBots https://arcusbridge[.]vercel[.]app https://unstabletrd[.]com #OTC Trending Tokens t.me/arctrending Launchpad @Archemistdotfun @actfunxyz @warponarc @DYORSWAPDEX Explorers arc.exploreme.pro arc-mainnet.cloud.blockscout… arc.exploreme.pro/ Telegram Trade Bot @BasedBot DEX @TowerExchange @actfunxyz Marketplace @Orixaxyz NFT Projects @ArcPunksNFT @Arc_Punks @KyneraOnArc RPC (Unofficial) arc-mainnet-rpc.baracat.meme ac-rpc.theleak.cx/ rpc.arc-scan.org/ Faucet faucet.circle.com
Our recent @lablabai hackathon with @GoogleDeepMind brought in 227 submissions exploring what becomes possible when AI agents, APIs, content, and real-world services can all be monetized with sub-cent USDC payments on Arc. What stood out across the builds: → Agent-to-agent payments and autonomous economic activity → Pay-per-call APIs, content, and intelligence → Real-time settlement for trading, oracle, and security workflows → New monetization models for creators, researchers, and developers The quality and breadth of submissions made it clear that programmable dollars and nanopayments are unlocking new internet business models. Congrats to the winners below. On-site 1st Prize: Vertex Dynamic Ad Exchange A new kind of ad exchange where autonomous buyer and seller agents bid at sub-cent levels and settle impressions in real time. Demo: lablab.ai/ai-hackathons/nano… On-site 2nd Prize: Gyasss A pay-per-query oracle where AI agents pay $0.001 per gas price query and users can earn USDC back for reporting data. Demo: lablab.ai/ai-hackathons/nano… On-site 3rd Prize: MEV Shield A paid market intelligence tool that analyzes live blockchain transactions and alerts traders to risky activity before a trade is executed. Demo: lablab.ai/ai-hackathons/nano… Online 1st Prize: Cairn A nanopayment environmental oracle where community sensor operators get paid per verified weather, air quality, and seismic reading. Demo: lablab.ai/ai-hackathons/nano… Online 2nd Prize: StreamArc A pay-per-second video platform where viewers pay only for what they watch and creators earn instantly. Demo: lablab.ai/ai-hackathons/nano…
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耐克花 200万美元,只为在体育场拍一段10秒的招牌镜头 40人摄制团队,3天场地审批,2周后期制作,特技替身待命,保险文件厚得能盖过剧本 而这位创作者,只用一台笔记本,成本不到80美元,就生成了整套镜头序列 画面里:一个人在夜晚的体育场屋顶狂奔,纵身跃下边缘,自由落体坠入座无虚席的场馆,稳稳落在场地中央的巨型橄榄球上 一镜到底。没有起重机,没有无人机操作员,没有安全 harness 审查委员会 这段短片背后的工具链: Kimi K3 写出完整镜头脚本:屋顶冲刺、跳跃弧线、空中滞空、落地冲击、人群反应时机 Kling 3.0 生成流畅的身体物理动态与屋顶夜景灯光 Seedance 2.5 渲染自由落体过程、衬衫被风鼓起的细节、撞击时橄榄球的形变 ElevenLabs 制作体育场环境氛围音与人群喧嚣 CapCut 完成变速处理、调色与最终导出 传统制作公司要完成这一切,得花15万美元租体育场、配特技协调员、医疗团队全程待命,再花6个月过 liability 审批 而他从晚饭到睡觉的间隙,就完成了提示词输入、渲染、导出全流程 AI 没有取代特技替身 它取代的,是整个体育场预订流程
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这一轮看好 $HOOD 1. Robin Hood 链,本轮最火 2.形象是Robin Hood吉祥物,传播度最好 3.团队很会营销,节奏感极强 4.名字跟股票一样都是 $HOOD 认知度高 5.James Wynn名牌喊单,他上一轮几十万市值发现了PEPE,流量爆炸
每一轮牛市都有几个10亿以上的神级Meme币 最早是doge shib 后来是people bome trump wif pepe 为什么每轮不同,MEME是注意力与情绪,炒新不炒旧了。本轮候选名单上还不多,从逻辑上我觉得: 1、币安关注/上了/能上,流动性之王 2、注意力拉满且可持续,这是MEME价值来源 3、有特殊性、不可复制性
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走势上隐隐有那个趋势,现在才十几万市值,Mark 一下
Have we found a runner 🤞
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TRON 跌倒,Circl 吃饱
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xgdu retweeted
很多交易者,交易的时候, 其实不自知,自己在赌什么东西。 举个换角度看的例子,就很容易明白: BTC趋势下跌300多天,相对低位100多天。 终于迎来突破阈值的暴涨,才1、2天, 连半根周线都没走完, 不少人就陷入了对价格绝对值的分析, 乃至在日级别上进行从多到空的大仓位反手操作, ---- 这是在赌第一根周线长上影线? 知道自己其实在赌这个吗? 最简单的,看之前的哪怕弱反弹,都至少有几根周线? 时间,时间,时间。 时间维度远比价格绝对值更重要。 过去两年很多人都知道, BTC一波正式的大涨趋势, 是能持续100天这种时长级别的。 难道不是很多人,每次真来到接近100天的时候, 回头看开头那几天来回折腾的自己,像看傻子一样? 最近同样跌了300天左右的,像是港股小米, 7月份的上涨趋势都持续了一个月。
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说不定开启罗宾汉的nft时代?,刚好主网的fwa也很火,也算是nft叙事吧 0xc4d65232fb3f42a4d86750db59f7c4b6f42f53e9
whether youre here for the art, the utility or just to degen play, $BOSS on @RobinhoodCrypto via @bullet__ex is the play CA 0xc4d65232fb3f42a4d86750db59f7c4b6f42f53e9
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