JScapital 匿名美女用户
@diamondhandjs
JS没有梦想
4.5K Following 26.2K Followers
Exit $trump
买入了$init
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这futu也太坑爹了，metaplanet价格目前还在783，ibkr1026了，日股还不能转出，垃圾啊
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Are the Japanese using Metaplanet as a bitcoin-proxy flight to safety as their government bond market melts down? https://t.co/P8xYyoZWSv
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Mkt gave zero fuck
Makes me wondering are we in risk on period or we just too retarded to realize it’s time to be risk off
New intelligence suggests Israel is preparing possible strike on Iranian nuclear facilities, per CNN https://t.co/dMcBHXaact
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Tired of arguing anything
Will allow no comment
Otherwise idk what to post anymore
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这线走的很漂亮啊
买了点看看有没有机会上17 https://t.co/RsSKqHecLj
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远离低质量粉丝： 避免讨论一个街上拉十个人，哪怕是扫厕所的也能跟你争论半小时的问题。取而代之，讨论一些低质量粉丝不知道你在说啥的问题，能用简称能用暗语/流行语尽量用，人看不懂，不理解就不会争辩了，但确保日常交流的圈子能看懂，可以碰撞思维。
对大家都好
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上帝对一个女人最大的惩罚就是让她年轻的时候碰到很惊艳的人，并且产生故事，从此以后看谁都是路人
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虽然赚钱了
但持仓体验真的很差！
高富帅是高富帅，但也是真的很渣 https://t.co/h3oqD0SO4c
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我一直很不喜欢一类人，出了这个政策那个利好，非要解读一下这个跟炒作标的无关，有没有关系不是你决定，是机构何散户买上去的。有时候我也会成为一个这样的人，你要理解的不是到底利好不利好哪个标的，而是大家认为利好哪个。
听来听去
最后你又收获了智慧，别人含泪收获了金钱
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刷了一下USDe的数据，发现过去7天净增了近3亿美金供应，已经重返去年Q4那波启动期的斜率。当时也是先看到USDe放量，几周后$ENA从0.25拉到了1.25。
这次的条件甚至更成熟了：
· Telegram、Hyperliquid这些合作已经落地
· Converge也在预热阶段
· 就连美参议院也刚推进了GENIUS法案，为稳定币监管打开空间
Ethena下阶段目标是三季度把USDe推到 >12B。
如果结构重演，上轮那种估值重定价可能只是个开始。
稳定币正在成为“链上美元”的载体，而 Ethena，很可能是最先驶入主航道的那辆快车。
$ENA，迎接推背感？
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The growth profile for USDe has always been non-linear and hard to forecast with periods of parabolic expansion, followed by months of flat or bleeding supply that sets higher lows through time
USDe supply is back into growth for the first time in ~3 months with $300m added in the last few days to get back to ~$5b
The last growth period for USDe in October last year added ~$4b of supply in under 8 weeks where inflows outpaced the majority of BTC ETFs and all ETH ETFs combined
That period of growth was with a fraction of the current distribution channels we have put in place since then
I expect this next leg up will be more violent than the last
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There is only one real eth alt https://t.co/acl9XP0HQW
Ironically I think it’s time to bid some eth alts
Not FA
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每天都活在上涨的恐惧中🐒 https://t.co/GUu4AE63SZ
Bought a small bag of metaplanet
Anticipate a mstr run
Small, high risk
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AAVE 240 seller needs to be destroyed https://t.co/0TEllufX4r
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lol
⚡️ JUST IN: Arthur Hayes sees Bitcoin hitting $200K this year and $1M by 2028, says Ethereum will outperform Solana, and alt season starts above $110K. https://t.co/lsHGCVVAHl
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