难怪 Leopold 这叼毛爆仓后在婚礼上还这么开心🙄 周三晚上差点出售35亿美元的Anthropic股权给红杉资本，第二天临门一脚的时候紧急撤回。改为把持仓打包卖出 根本原因就是，他老婆是Anthropic一人之下万人之上的幕僚长。Anthropic 有多值钱他老婆最清楚，当初600亿买的，现在估值9650亿 最关键的是被牺牲的公开持仓，是LP的钱，不是他自己的钱。被保住的Anthropic股权里面有 Leopold 的20% 这回能看懂了吧，LP的亏损锁死了，Leopold个人收益最大程度完整保留，难怪狗日的结婚当天那么开心 LP的钱加杠杆去赌公开市场，赌赢一起赚，赌输LP吃亏 Anthropic股权通过妻子关系早期拿到，不加杠杆，不可能被强平，6666

I lost 6.42 BTC overnight. A little over $400,000 at today’s price. I noticed it early this morning when I opened Wasabi and the balance immediately looked wrong. Then I saw the outgoing transactions. None of them were mine. What makes this so hard to understand is that this wasn’t Bitcoin sitting on an exchange or in some hot wallet. My keys were on a Coldcard that had never been connected to the internet and was physically locked away in a safety deposit box. That was literally the whole reason I used that setup. No seed in the cloud. No photo on my phone. No password manager backup. No browser wallet. The BTC had been sitting there untouched for a long time. Then overnight, several transactions went out within minutes and the wallet was basically emptied. I spent the next few hours checking addresses, old devices and everything else I could think of, trying to find some obvious mistake on my end. So far, nothing. That’s the part that bothers me more than the number itself. If I’d signed something stupid or fallen for phishing, at least I’d know exactly where I screwed up. Instead I’m looking at a cold-storage wallet I deliberately made difficult to access, and somehow the coins still moved. I’m documenting the transactions now and tracing where the BTC went. Do I expect to get $400k back? Probably not. It’s a disgusting amount of money to lose overnight, but I’m not going to spend the next six months staring at a blockchain explorer feeling sorry for myself. I made the money once. I’ll make it again.

填昨天的坑，今天通过朋友问了一圈内地银行的客户经理，大概清楚了 美港股的ELI产品呢，国内主要三家在做，星展汇丰瑞士，分别起投点是100万 300万和1000万 你可以想象成是银行帮你卖put，优点是资金不用出境没crs，缺点是阉割版卖put 举个例子 星展今天的报价是： 美光科技，闪迪，迈威尔 100万起投锁定11个月 敲出105% 敲入50% 执行价50% 收益率31.49% 上面的名词我解释一下 1. 敲出105%：如果三只股票里最差的那一只，股价涨到初始价105%及以上，合约提前终止，银行一次性还给你100万本金 + 31.49%全额利息，拿钱走人 ​ 2. 执行价50%：也就是万一最后要被迫接股票，你的买入成本是当初股价的5折。 ​ 3. 敲入50%：整个11个月存续期内，只要任意一天，三只里最差个股跌到初始价格50%或者更低，就触发高危结算规则 买这个有4种结局 结局1：最爽情况（赚满31.49%） 任意观察日，最差个股 ≥105% 提前兑付，11个月没拿满也照样拿完整年化31.49%收益 结局2：横盘小幅震荡，全程没涨到105%，也从没跌破50% 到期平稳收官，也能全额拿回100万本金 + 31.49%约定利息 结局3：中途跌破过50%（触发敲入），但到期最后一天股价 ≥50% 依然安全，还是拿回本金+全额利息，中间跌太深但最后拉回来了 结局4：最差结局 中途跌破过50%，并且到期最后一天，最差那只股票收盘价低于50%，银行就不给钱了，会直接按50%的执行价，把这只跌幅最大的股票给你 举个例子：当初股价100，到期跌到30。你相当于用50块的成本，接了市价30块的股票 这只股票会暂存在银行那里，如果你开了境外银行或券商账户，银行会把股票一次性转给你 对于长线看好某只美港股的某些人，结局4他们也很喜欢，因为变相突破了5万美元换汇限制，直接大额买了美股，虽然跌了 只能说有利有弊吧 我朋友是很爱这个产品的，有想开户星展的也可以走下面链接预约，我让客户经理待命了