币圈“巴菲特”

$FIL This thing actually shows signs of a surge In my memory, this thing has repeatedly been a scam, the manipulators have no bottom line at all It fell from a high of 236u to a low of 0.8u, truly a throat-cutting plunge It’s started, set your stop loss, run if it breaks 1u 🏃 Can I still trust this heartless jerk again? #波动雷达：币种异动观察 @OKX星球 $FIL

$WLD has been going long, and the trend currently looks very healthy Aggressive comrades can open positions with me Conservative ones can wait for a short-term pullback $WLD #波动雷达：币种异动观察 @OKX星球

Eight ministries jointly took action, and the business of Futu, Tiger, and Changqiao is completely dead. Today, these three leading companies plummeted 30%-45% before the market opened, evaporating tens of billions in market value in a single day. This is not emotional volatility; the underlying business logic has been directly wiped out. The China Securities Regulatory Commission and seven other departments jointly issued a document implementing three "fatal" rulings: 1. Profit reset to zero: All illegal gains are proposed to be confiscated. It's no longer just a slap on the wrist; every penny earned since starting cross-border business must be returned. 2. Business reset to zero: A 2028 deadline is set. Cross-border business must be "cleared" within two years, existing mainland clients must be withdrawn, and apps and websites must be completely shut down. 3. National-level blockade: The CSRC, central bank, public security, foreign exchange bureau, and other eight departments coordinate, defining the issue as beyond mere violations, directly targeting capital outflow and data security. Simply put, their original sin was opening a "window" for mainland middle-class people who wanted to allocate US and Hong Kong stocks and seek asset hedging. Now, that window has been welded shut. The 45% drop is not panic; the market is pricing in the "closure." The follow-up is very clear: existing holdings must be sold or transferred to overseas accounts; ordinary mainland users wanting to legally buy US and Hong Kong stocks? Basically no chance in the next two to three years, only narrow channels like QDII remain. This is not a fine; this is a clearance. $BTC $ETH $HYPE #超级事件周 @OKX星球

$NEAR capital markets just go up after rising too much, and go down after falling too much You can't catch the absolute top OR bottom Because you're not the house, you don't understand human nature It's okay 😑, just take the fish body Don't even think about catching the full trend, just dance with the house 💃 #波动雷达：币种异动观察 $NEAR @OKX星球

The man known as the "Wall Street Elite" officially took over the Federal Reserve tonight. At 11 PM tonight, the Wall Street veteran Kevin Warsh officially took charge of the Federal Reserve. Don't be fooled by his elite appearance; the cards in his hand are not easy to play. First, looking at the US stock market, the Dow just hit a new all-time high yesterday (50,285.66 points), and the Nasdaq is hovering around 26,293 points. But Warsh is a "disciplinarian"; he has always criticized the Federal Reserve's bloated balance sheet (still close to $7 trillion) and is determined to implement a "balance sheet reduction + interest rate cut" combo. Short-term liquidity will definitely tighten, and those high-valuation growth stocks that have been fueled by massive liquidity injections will likely shake up. Market volatility is about to rise. Now, looking at our crypto space, although this guy opposes central bank digital currencies, he considers Bitcoin an "important asset for policy checks and balances." Currently, $BTC is hovering around $77,000. Warsh's rise means that private crypto innovation won't be strangled by official CBDCs, which is somewhat reassuring. But don't forget, if he really dares to aggressively reduce the balance sheet, a stronger dollar will suppress risk assets, so it won't be easy for BTC to surge immediately. The upcoming market trend will be a race against his "expectations." The June FOMC meeting is his debut, and CME currently shows almost zero probability of a rate cut in June. The market is still wrestling with inflation. I suggest everyone stay calm and watch how he balances "Trump wanting rate cuts" and "inflation not under control." Short-term volatility is inevitable, so buckle up. #WarshNominationConfirmed: The first Fed chair holding crypto $BTC $ETH @OKX星球

That man has recharged your faith again and again! Last night, MicroStrategy's "Bitcoin fanatic" Saylor once again drew a super tempting "100x wealth map" for us ordinary people. But this old guy speaks very harshly, showing no mercy. What he means is: if you want to turn your life around, don’t be a chump; you have to turn yourself into a "money-making machine." 1️⃣ First, cut off that desire to "enjoy life early." Saylor did a heart-stopping calculation: he said that by 2045, one Bitcoin will be worth 13 million USD. What does that mean? It means if you can’t resist buying a Ferrari now, it looks like showing off wealth on the surface, but in reality, you’re burning nearly 100 million USD with your own hands 20 years from now! In his eyes, unless you’re dripping with money, ordinary people spending recklessly is "suicide," and every penny should be saved like bullets. 2️⃣ Don’t foolishly use your savings to buy coins; learn to "make money with nothing invested." Saylor taught a trick: mortgage your house, get a 10 to 20-year long-term mortgage, and use this ultra-low interest money to ALL IN on Bitcoin. Why do this? Because a mortgage is the "cheapest and longest-lasting" benefit ordinary people can get from banks in their lifetime. This money not only has low interest but also won’t get liquidated like contracts that can be forcibly closed at any time. So, stop dreaming about quitting your job to trade coins by the beach. Saylor’s "top-level mindset" is actually very counterintuitive: honestly go back to work, clock in, get your salary, then use your house’s low-interest loan as leverage to hoard Bitcoin like you’re stockpiling gold. This isn’t just trading coins; it’s basically a huge "time arbitrage" battle with your future self. #高盛清仓，机构持仓分化 $BTC $ETH $ZEC @OKX星球

Crossing America 🇺🇸, managing debt every day 1. Mountains of debt, only option is to print money: Can't pay off the US debt ceiling? Then play the "debt monetization" game—shrinking the balance sheet while cutting interest rates, pressing the gas with one hand and the brake with the other. The core goal is simple: dilute your wealth, turning cash in hand into worthless paper. An egg that costs one dollar today might cost five tomorrow. 2. The dollar must depreciate: They want the dollar to weaken, but Japan, China, and Saudi Arabia definitely won’t cooperate. This is a psychological war; once the dollar’s credit collapses, global trade will fall apart. 3. High oil prices to crush competitors: The US wants manufacturing to return? Then push oil prices to $150 or even $250! Manufacturing giants that import oil (like us) will be knocked down first, while US shale oil becomes a "low-cost haven." 4. Seizing oil is the hard truth: How to push oil prices up? Control Venezuela, choke the Strait of Hormuz, even send troops to Iran. This isn’t a bluff; they’re serious about taking action. 5. The timing is 2027: The election results will set the tone. If they really move against Iran, it’s most likely in early 2027, after all the cards are dealt. 6. What should ordinary people do? 1️⃣ Crude oil: Don’t go straight into futures; buy energy stocks, oil services, and shipping to ride the wave. 2️⃣ Gold: War + inflation could push prices to $3500-$4000, not a dream. 3️⃣ Bitcoin: Either surge to $200,000 or drop back to $30,000; if you have a weak heart, don’t touch it. 7. Don’t hold cash: Hyperinflation is coming, cash will be just toilet paper, don’t be the last to hold it. 8. Final advice: Eat the fish in the middle, take profits when you can, don’t wait for the tide to go out to find out who’s swimming naked. $BTC $CL $BZ #加息重回讨论桌：美债利率逼近19年高点 @OKX星球

$BTC The Silent End of the Feast: Who Will Be the Last Successor in the US Stock "Replacement Game"? The US stock market has risen so smoothly over the past two years that everyone seems to have forgotten what risk means. Whenever there’s a dip, people rush in to buy the dip, thinking it will always bounce back. But now the situation is really different; this is not just a simple correction, but a fundamental change in the underlying logic. Let’s look at some hard data: US national debt has now surpassed $38.9 trillion, and the interest payments alone are astronomical. To repay the debt, maintaining high interest rates is inevitable. The market now expects that in 2026, not only will there be no rate cuts, but there is over a 50% chance of another rate hike. Money is expensive, and those high-valuation tech stocks that rely on borrowing to survive will see their profits severely squeezed. Data doesn’t lie, the alarm has sounded: 1️⃣ Valuation Cliff: The Buffett Indicator (total market cap/GDP) has surged to a historic high of 227%, far exceeding the 2000 dot-com bubble period. This means the US stock market is seriously detached from the real economy. 2️⃣ Debt Overload: As of April, US debt exceeded $38.9 trillion. Against the backdrop of fluctuating expectations for Fed rate cuts in 2026 (with implied rate hike probabilities over 50%), interest payments are becoming an unbearable burden. 3️⃣ Scenario Analysis: As Dawson said, from pushing up assets to accumulating successors, the current task may be to find the right "handover" timing. When retail investors flood in crazily through Hong Kong cards, it’s often a signal that big money is preparing to exit. 📊 Indicator Monitoring: US Stock Market Risk Premium (ERP) The forward P/E of the S&P 500 remains high, but the risk premium is approaching the warning line. My view: Dollar-cost averaging is good, but timing is an art. Never try to squeeze onto the crowded train at the peak of the frenzy. Real opportunities come when no one is paying attention, not when KOLs are collectively shouting buy. Keep cash flow, stay humble, and wait for that deep pit of panic selling. #美债利率近19年新高：风险资产全线承压 $ETH $BTC @OKX星球

【Review Notes】Don't Fight the Cycle: 2026 vs 2022 The painful lesson learned from the last cycle: There is no super cycle, don't blindly trust the big players. Every cycle sees a few big players sacrificed; respecting the market is the way to survive. Recent review shows this bear market is basically a replay of the May 2022 script: 🔹 Back then: $30,000 was the "iron bottom" (starting point 5/19 + MA120 support). When it broke, the panic index was <10, everyone thought it couldn't fall further, but it actually plunged bottomless. 🔹 Now: $80,000 was once strong support, now it has become a strong resistance at the weekly MA120, also the miners' cost price. The current $76,000 is like the last struggle after breaking $30,000 back then. 📉 About the upcoming projection: 1. Bull trap and sell-off: Without extreme panic, there is no real rebound. Only breaking below 70,000, triggering massive liquidations, can end the downtrend. 2. Rebound potential: Referencing last cycle (26.7k→32.3k, +20%), if extreme sell-off occurs this cycle, expected rebound is about 15% (target above 80,000). 3. Time window: According to cycle rhythm, the real bottom may arrive between November and December, with prices possibly at 60,000 or even lower. ⚠️ Trader's advice: In extreme trends, sentiment indicators become distorted. As long as the price remains below the weekly MA120, all rallies are just rebounds, not reversals. Don't be misled by emotions; patiently wait for the bloodied chips to be handed over. #高盛清仓，机构持仓分化 $BTC $ETH $SOL @OKX星球 @八喜Zora_OKX @可乐Cola_OKX @米妮Minnie_OKX @米花Lilac_OKX

Cathay Nasdaq has just opened the quota, 300 per day, Friends who have been asking me about funds can now invest and start regular investments! This is the only fund with dividends and is also a decade-old brand. Since 2016, the annualized return has been 630% The average annualized return is 23%, outperforming the market If you had invested an average of 5000 per month since 2016, you would now have 2.1 million #SEC新规：美股链上交易走向合规