Be Citadel: > calls for unexpected rate hike few days ago, causing market panic > reaches out and buys billions of liquidated hedge fund AI assets > no rate hike > “Bull market drivers are fully intact”

盘算了这几个月玩 Meme与山寨，加上盈利，总计大概亏了20wu 写下来，当给自己交学费，也希望能提醒身边的小伙伴们。 1. 现在还不是全面牛市 流动性一直在快速轮动。 今天这个币涨，明天资金就切到另一个。 很多币不是基本面出了问题，而是在当前环境下，很难持续承接流动性。 在真正的大牛市来之前，这种轮动还会不断发生。 2. 不要用别人的 信念买币 借来的信念，最后都会还回去。 看到 KOL 喊单、群里 FOMO、时间线全在讨论，很容易误以为自己也看懂了。 真正下跌的时候，你会发现： 你根本不知道自己为什么买。 也不知道什么时候应该卖。 所有交易，最后都要建立在自己的研究之上。 3. 小心 Bundler、KOL 和时间线 很多人 bullpost，并不是因为他们长期看好。 而是因为他们已经有仓位。 你看到的是推文。 他们看到的是退出流动性。 不要因为别人赚钱，就觉得自己也会赚钱。 4. 不要把子弹提前打光 现在几乎每周都会出现新的机会。 你的任务不是每天交易几十次。 而是在真正的机会出现之前，还保留足够的仓位。 很多人不是错过了机会。 而是在机会出现之前，就已经亏光了。 5. 不要依赖内幕消息赚钱 这是我这段时间最大的感悟之一。 靠内幕赚到的钱，很容易再靠内幕亏回去。 更可怕的是，它会让你产生一种依赖。 你会开始相信： 赚钱靠的是别人给你的消息，而不是自己的能力。 慢慢地，你会停止研究。 停止思考。 停止建立自己的系统。 最后，当消息消失的时候，你会发现自己的赚钱能力也一起消失了。 真正长期赚钱的人，依赖的是自己的研究框架，而不是别人的消息。 6. 频繁的刷推看信息流并不是研究 市场最贵的东西，就是注意力。 每天都有新的 Alpha。 每天都有新的 100x。 但真正值得下注的机会，其实很少。 学会过滤信息，比获取信息更重要。 这两个月最大的教训就是： Meme /山寨可以玩，但不能靠幻想，我觉得现在需要放弃100倍的幻想，而是让自己一直留在牌桌上。 因为 Meme 里，也许真的只需要抓住一次属于自己的机会。 但前提是，我们需要活到那一天。

The #Bitcoin# Cycle Position Heatmap Red when euphoric, blue during capitulation. Today it sits in its coldest stretch since FTX: late in the bear, but not yet the unanimous deep blue that previously marked a floor. Always look for confluence when aiming to call a bottom.

现在公链大格局初定，硬要凑的话基本就是六大门派围攻光明顶（ETH）： SOL/AVAX/BNB/IBC（luna）/DOT/ALGO 前四基本实现50B-100B级别，其他基本还在10B徘徊。头部以及ETH未来一定还会继续发展，NFTs/WEB3的大规模拓展，让Blockchain服务十亿人的愿景有了切实实践的可行性。 牢牢把握住行业的 #FAANG#

Crypto is at a pivotal moment. As Congress debates landmark market structure legislation, Marc Andreessen and Chris Dixon discuss the decisions that could shape where the next generation of financial infrastructure is built, and whether the United States remains the global leader in crypto innovation: 00:00 Intro 05:31 From crypto subculture to financial infrastructure 08:37 Why crypto needs rules now 12:20 The regulatory war on crypto 15:41 How CLARITY could prevent another FTX 22:42 Why criminals using crypto may be easier to catch 26:20 Privacy, blockchains, and the invention of HTTPS 30:41 Government ethics and crypto 34:52 The banking lobby’s stablecoin fight 37:05 Why every major bank is building on blockchains 41:04 Developer liability as a killshot 45:23 How CLARITY provides oversight 49:30 What happens if CLARITY fails? 50:50 Regulation vs. innovation 54:12 Why America should lead 55:36 What CLARITY could unlock @pmarca @cdixon @rhackett

Starting today, you can create ten videos *at no cost* in Gemini until 11:59pm PT on August 4th, 2026. Just select "Create video" in the tools menu to create, edit, and remix videos to bring your ideas to life. Share how you’re using Gemini Omni in the replies 👇

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Kalshi markets are pricing a 5th straight hold at 3.50%-3.75%. Real-time markets don't just call the next meeting; chained together, they price the whole path. Read our FOMC preview:

day in the life of a memecoin millionaire: first ever vlog / irl content style; wanting to film a ton of these with different traders watch it and come back and lmk what you think :)

The 2026 World Cup was the largest financial event sports has seen to date $40B in GDP impact. $10.5B on ad placements. $500M in kit sponsorships Exposure that has historically been expensive to price and difficult to hedge Kalshi markets change that:

After a sharp correction in AI-related stocks across Asia, investors are reassessing one of the market's strongest themes of the past year. In China, many AI and semiconductor-related names have fallen significantly from their recent highs, prompting debate over whether the pullback is creating a buying opportunity or signalling a more prolonged period of volatility. The outlook for China's equity market following the recent AI sell-off; whether the correction has further to run, the prospects for a rotation into internet and other old economy names, and what recent economic data means for expectations around policy support in the second half of the year.