CJ_Blockchain

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This time, Trump brought nearly 20 American corporate executives to China.
Take a close look at these companies. Most of them are companies with products sold in China.
Boeing, for example, is a given, definitely aiming to secure some large aircraft orders.
There are also Apple, Qualcomm, and other consumer electronics companies. Especially Qualcomm, which is not only involved in mobile phones but also new energy vehicles.
As for why Huan Renxun wasn't brought along, Trump is really stingy.
He wants everything, but if you want GPUs, there are none available.
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I looked at CRCL's financial report. I want to ask everyone a question.
If ARC goes live, will you buy it?
I really can't think of any angle to buy ARC. If you're optimistic about Circle, if you believe in stablecoins, wouldn't you just buy CRCL directly? Why buy ARC?
Who exactly would buy ARC? Do they treat ARC as Circle's meme? Does Circle's rise pull ARC up?
ARC-4.24%
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Many times, the fundamentals of a project haven't changed at all, but the price has gone up, and the change occurs.
Because as long as the price rises, the scholars will debate.
What you need to do is find those targets that have angles for scholars to debate. The more angles, the more future debates there will be, and the easier it is to rise.
This is actually a form of narrative economics. The crypto world is like this, and the stock market is also like this.
QCOM, INTC, POD are the best recent examples.
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Bought some HIMX and ORCL.
I think Oracle's position has a very high value proposition.
Many people believe that relying too much on OpenAI is risky, and taking on debt to invest in AI is too risky.
But Xai has proven well that if OpenAI doesn't use this computing power, other companies will. It's not a big problem.
As for taking on debt to invest in AI, if you believe in a certain track, the best time to leverage is at the very beginning.
Larry Ellison is 80 years old and still dares to bet, so I might as well bet with him.
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POD has increased tenfold since I posted it in my channel.
Of course, to be honest, I also sold half of it, and that was before the launch.
Previously, I was worried that mining would cause too much selling pressure after it started, so I sold half.
Therefore, actively seeking asymmetric opportunities is the best way to make money in crypto.
At that time, I only discovered POD when I exchanged coins for POD and was also involved in the VVV ecosystem.
After a careful study, I found that the narrative is very easy to be hyped, and the circulating supply is only 10%.
Of course, there
VVV-1.93%
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Haven't watched the NBA in a long time.
Did the Thunder beat the Lakers 3-0?
Is SGA's historical status in the Thunder far surpassing the "Big Three" of the Thunder?
Spurs will win the championship this year. I don't want to see the Thunder win.
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In the AI era, an on-chain innovative project emerges, and within one night, ten similar micro-innovations or clone projects can appear.
Developers use your idea of "building a defense" to work in a streamlined, assembly-line manner.
You scramble to keep up, watching their AI-generated mechanisms in seconds, participating in over a dozen projects in a day.
The next day, new ones pop up again.
If you fall behind even a little in this information dissemination chain, you're the one holding the bag. Yes, you might invest a few hundred USD in a project, but in a day, after participating in
ETH-1.34%
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Your so-called Sato three-price model.
Isn't it just the old Believe pool, with some passerby creating a third-party Metora pool with a 0.5% fee?
How is that considered innovative now?😂
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Wuliangye's financial report yesterday, a perfect textbook-style financial wash.
They don't even bother with a fig leaf anymore.
Originally, the disclosed revenue for the first three quarters of 2025 was 60.9 billion,
But when the annual report was released, guess what, revenue was 40.5 billion?!
Yes, you read that right, revenue can also be deducted.
"The reason is an adjustment to some business revenue recognition based on the prudence principle."
And then they completely shifted the blame onto the former chairman who was caught.
Investments still need to go to proper markets.
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Don't think you can start trading Hong Kong stocks just because it's been so enjoyable recently. Just focus on making money. Hong Kong stocks will punish every value investor, every single one.
Always remember, Hong Kong stocks only have speculation, trading demand, and no asset allocation demand.
In Hong Kong stocks, you can speculate on themes, you can chase new stocks, but you absolutely should not put money in for asset allocation. Once you have the wrong idea of asset allocation, you're likely to be trapped for at least two years.
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Xiaomi has fallen below 30. The stock price has been cut in half from its peak.
There’s no doubt Xiaomi is a great company, and it has China’s best founder—Lei Jun.
Don’t talk to me about backlash from “traffic.” I’ve never seen a founder with this kind of net worth sit in a car for 15 hours and keep streaming the whole way. It’s basically no different from Musk back then sleeping in factories.
AI is a main storyline that’s clearly visible for the next 5-10 years.
Most AI is still at the software layer for now, but I believe the trend—whether it’s on-device AI or expanding even further
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Why I no longer participate in the weather prediction market.
The strategy in the chart is actually a bad move.
The most invincible are the employees at each airport station.
They don't need to do anything,
all they have to do is watch the clock, then place bets, withdraw funds.
It's that simple.
This means that the disadvantage of information asymmetry is amplified infinitely here.
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Someone asked $CHIP why it's rising.
It's not that complicated.
The US stock market has its own "chips" to speculate on.
The crypto world has its own "chips" to speculate on.
It's that simple.
CHIP4.48%
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Who invented the word "distillation"? It's so elegant. I like it.
When I was a kid, I often "distilled" my desk mate's homework. 😂
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I finally understand why Huang Zheng has been so low-key about the incident where Pinduoduo employees ate paper.
After all that trouble to keep PDD’s stock price down, he absolutely can’t end up the number one richest person.
This damn company raised a whole group of loyal assassins. How are you supposed to play against him?
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InVik's stock price increased by 10% before yesterday's earnings report.
Yesterday's earnings report collapse led to a direct limit-down opening today.
It also caused a crash across the entire A-share industry chain.
Eventually, people realized that a US stock company's strong performance doesn't necessarily mean an A-share company's strong performance?
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AAVE's situation today
Seems to be a positive signal for protocols like morpho and spk.
Actually, I think it's a negative signal for the entire DeFi lending sector.
Systemic risks are fully exposed.
Composability means managing your own risk is useless; if the shortest plank in the barrel breaks, it will affect you too.
These lending protocols are not in a zero-sum relationship,
The market hasn't priced in this kind of systemic risk at all.
Enjoying that 10% APR in the protocol, there's simply not enough risk compensation.
AAVE-0.63%
MORPHO-1.7%
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Inspired by Lana's impressive track record,
I also trained an AI to fight in the contract battlefield.
Check out the performance in the picture.
Humans are utterly defeated?
Damn, how good can AI get?
In the past, only dog whales could mess with your mentality, now AI can also mess with your mindset.
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A buddy who heavily invested in Tesla once said that one of his reasons for buying Tesla was seeing Elon Musk sleeping in the workshop. 24/7 full commitment to building cars.
Today, I woke up to see Lei Jun live streaming, driving from Beijing to Shanghai, and he was still on the road just now.
In China, founders like Lei Jun are truly very rare.
Many have achieved success and then stepped back to enjoy life.
But Lei Jun still fights on the front lines. He has already succeeded many times, but he still doesn’t slack off.
Even investors or shareholders wouldn’t require him to do this,
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IShouldHaveSoldMyHouseAndCar:
Short Xiaomi
To cope with the diversion, I bought all the asteroids on Sol ETH. But I forgot to buy BSC. BSC brothers, can you pull the Asteroid on BSC to the top so I can feel a little better?
SOL0.81%
ETH-1.34%
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