机灵的杰尼君
机灵的杰尼君
Trader who has crossed bulls and bears for 8 years, is good at mainstream BTC and other mainstreams, X:@Meta8Mate
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An uptrend only has one chance to buy at the highest point,
Buying at any other time is correct;
A downtrend only has one chance to buy at the lowest point,
Buying at any other time will result in a loss!
Chasing the high is the best way to catch the bottom!
机灵的杰尼君
It feels like $HYPE is going to be the first top ten market cap token to hit a new ATH in this bear market.
With all kinds of positive news, it has risen nearly 30% in 6 days, only 19% away from its all-time high.
a16z bought $90 million in January, Coinbase and Circle teamed up with Hyperliquid, Bitwise and 21Shares launched $HYPE ETFs simultaneously, and TradFi has already prompted CME Group and ICE to jointly apply pressure.
If the glory of the last cycle’s platform tokens belonged to $BNB,
this round definitely belongs to $HYPE.
Oh no, have I become a HYPE shill?
Damn, chasing the high is the best way to bottom buy! 🫡
It feels like $HYPE is going to be the first top ten market cap token to hit a new ATH in this bear market.
With all kinds of positive news, it has risen nearly 30% in 6 days, only 19% away from its all-time high.
a16z bought $90 million in January, Coinbase and Circle teamed up with Hyperliquid, Bitwise and 21Shares launched $HYPE ETFs simultaneously, and TradFi has already prompted CME Group and ICE to jointly apply pressure.
If the glory of the last cycle’s platform tokens belonged to $BNB,
this round definitely belongs to $HYPE.
Oh no, have I become a HYPE shill?
Damn, chasing the high is the best way to bottom buy! 🫡
Since the beginning of this year, there has been a significant divergence among BTC treasury companies.
Still buying:
Strategy dumped $2 billion to add 24,869 BTC, total holdings now 843,738 BTC, continuing to go all in.
Starting to sell:
MARA sold 20,880 BTC ($1.5 billion) in Q1 to pivot to AI infrastructure, losing $1.3 billion;
Exodus sold 1,076 BTC ($87 million) in Q1;
Nakamoto sold 284 BTC ($22 million) in Q1, with a Q1 loss of $239 million;
Metaplanet lost $725 million in Q1 and postponed preferred stock issuance.
Previously, the market treated all BTC treasury companies as one asset class, but now distinctions must be made:
Who is still accumulating vs. who has started selling off.
The peak breeds false supporters, the dusk witnesses the true apostles!
The grand Silicon Valley drama has ended,
Elon Musk @elonmusk sued OpenAI @OpenAI for $150 billion,
The jury dismissed it in less than 2 hours.
The 9 jurors of the California federal court unanimously ruled: the statute of limitations has expired,
Meaning Musk knew about OpenAI's structural changes back in 2021, but waited until 2024 to sue, which was too late.
Summary of the 11-day trial highlights:
① Musk himself pushed for OpenAI to become profitable back then — on the condition that he would lead it, even proposing to merge OpenAI into Tesla; after being rejected, he turned hostile and left.
② Musk and Zuckerberg privately exchanged texts discussing "joining forces to acquire OpenAI."
③ Altman testified before Congress that he has no equity in OpenAI — the lawyer asked on the spot: "You indirectly hold shares through YC, what does that count as?" Altman: "I thought everyone knew what it means to be a passive investor in a VC fund." Lawyer retorted: "Do you really think Congress members understand that?"
④ OpenAI's lawyer closing argument: "The essence of this lawsuit is to use hypocrisy to take down a competitor they can't beat."
To translate:
Musk donated $38 million → wanted to be the boss → was rejected → left → started xAI to compete → then sued his old company for betraying its original mission → claimed $150 billion → jury dismissed in 2 hours.
The biggest legal obstacle for OpenAI's IPO is cleared, current valuation $852 billion, IPO target hitting $1 trillion.
SpaceX is also going public, two former partners, one racing to a trillion in AI, the other in space.
If they had really merged back then, the picture would be too beautiful to imagine.🫡
How difficult was it for projects to get listed on CEX/DEX before?
Project teams had to line up, negotiate, pay listing fees, and wait for approval...
Some projects couldn't get listed even after waiting for half a year.
Now Aster @Aster_DEX has introduced a permissionless listing model:
Validators stake 20 million $ASTER to initiate a listing proposal,
and the community votes on-chain, with voting power weighted by stake.
Of course, there are controversies:
The 20 million $ASTER staking threshold is quite high (currently about 13 million USD),
so in practice, only whales/validators have the right to propose.
But at least for $ASTER, this is a big positive,
though unfortunately the coin price still remains as stagnant as a turtle...🤣
Aster 🥷
Introducing Listing Vote: permissionless listing on Aster.
Any Aster Chain validator with 20M $ASTER staked can propose a new listing. Proposals go to an on-chain vote, weighted by staked $ASTER.
First up: BTC/U and ETH/U perps proposed by @UTechStables. Voting runs through 22 May 06:00 UTC.
Follow the vote:
Jeni learned: Iran has launched a Bitcoin-based shipping insurance service for the Strait of Hormuz.
Ah, this time it's for real? Paying insurance with BTC? Expected to bring in $10 billion in revenue?
This sea is mine to navigate, this strait is mine to control, if you want to pass through here, leave BTC behind!
Is the US and Iran just playing house? Sometimes they fight, sometimes they negotiate,
sometimes they impose sanctions, sometimes they waive them.
On the 17th, Trump warned Iran, saying "the clock is ticking," and if Iran doesn't come up with a better deal, it will face much harsher strikes than before.
Today's latest news: The US has agreed to temporarily waive sanctions on Iranian oil during negotiations.
I seriously suspect that the 'King of Understanding' is just using the US-Iran situation to manipulate stocks.
Every time he takes a hawkish stance, stock prices fall; every time he takes a dovish stance, stock prices rise. Is he even pretending anymore?
Anyway, following his tweets to go long or short is more accurate than reading K-lines. 🤡
You bought $ETH in the crypto world,
He bought US stock ETH in the US stock market,
She bought Hong Kong stock ETH in the Hong Kong stock market.
Everyone has a bright future.
I thought Buidlpad @buidlpad was already dead,
but it pulled a stunt,
launching Anthropic Pre-IPO tokenization, valued at $950 billion,
with requirements: 20% subscription fee, 20% performance fee, locked until 6 months after listing.
Let's do the math:
$10K subscription, first deduct 20% subscription fee → cost $12K,
assuming Anthropic rises from $950 billion to $1.5 trillion (a 58% increase),
you nominally earn $5.8K, then deduct 20% performance fee $1.16K,
actual take-home about $4.6K, minus $2K subscription fee cost,
net profit $2.6K / total investment $12K = about 22% return,
also forced to lock the position for half a year.
Moreover, Anthropic itself just issued a statement last week:
any third party selling Anthropic stock may be fraudulent.
Buidlpad is really something, clearly trying to grab money but giving you air,
I’m not participating anyway, leaving the chance to make or lose money to everyone else.🫣
Buidlpad
The Anthropic Pre-IPO offering is now live on Buidlpad.
Get Pre-IPO access to Anthropic, the AI safety company behind Claude, before it goes public.
📊 Valuation is $950B FDV with a target raise of $3M.
🌐 Accepted assets: USDT and USDC on Ethereum, Solana, BNB Chain, and Sui. Personal min commitment is $5K, and max cap is $1M in stablecoins. KYC required.
Subscribe to proceed with your commitment. FCFS.
🔚 Offering closes May 20, 15:59 UTC.
Check details below.
It seems that Jenny's 'carving a mark on the boat to find the sword' still has some mysticism in it.
Last week, the predicted probability of a rise was only 40%, but the market started to fall over the weekend.
According to @coinglass_com data,
there was $675 million liquidated in the past 24 hours,
which is unexpected,
with $BTC accounting for only $187 million,
and $ETH as high as $257 million.
Who exactly is going long on $ETH?
Back to the original starting point,
just standing in front of the mirror.
