Una繁星

#美国加征关税

一、先说重点，综合判断下

1、短期：关税和减税的组合可能导致市场波动加剧，尤其是全球贸易不确定性和通胀风险可能压倒减税带来的乐观情绪。美股和加密货币可能面临回调，美元强势和美债收益率上升将进一步抑制风险资产。

2、长期：若减税法案顺利通过并刺激经济增长，美国市场可能获得支撑，但全球贸易战可能拖累全球经济，推高避险资产需求。比特币可能因避险属性在中长期受益，但需警惕美联储加息对抗通胀的风险。

二、对加密货币和风险资产的影响

1、短期压力：关税引发的市场动荡和美元强势可能对加密货币构成压力。X帖子显示，近期关税导致加密市场总市值下降约13%，比特币价格出现明显波动。美元走强通常削弱比特币等风险资产的吸引力。

2、长期潜力：地缘政治和贸易战不确定性可能增强比特币的“数字黄金”属性。若通胀持续上升，投资者可能转向加密货币对冲法定货币贬值。

3、波动性加剧：加密市场对宏观经济指标（如通胀、利率）敏感。美联储在增长与抗通胀间的两难可能导致币价波动。比特币近期突破10万美元，但持续高波动性可能限制其短期涨势。

By the way, what is your alpha score?

A guerra comercial entre os EUA e a China teve novos desenvolvimentos, mas o caminho ainda é longo. A 'trégua' de 90 dias nas tarifas parece ter oferecido uma saída para ambas as partes, evitando temporariamente um agravamento econômico. Especialmente para a China, diante da crise imobiliária interna, alta taxa de desemprego juvenil e consumo fraco, este acordo é como uma chuva a tempo, permitindo que as empresas exportadoras respirem um pouco e injetando alguma confiança no mercado. Do lado americano, embora Trump tenha promovido um 'reinício total' nas redes sociais, na realidade, a redução das tarifas e a natureza temporária do acordo indicam que isso se parece mais com uma solução paliativa do que com um verdadeiro avanço.

O significado desta negociação está mais em 'estancar a hemorragia' do que em 'curar a raiz'. O cerne do desequilíbrio comercial reside nas diferenças estruturais e políticas das economias dos dois países, e 90 dias provavelmente não serão suficientes para resolver essas contradições profundas. A postura firme da China e a agressividade dos EUA refletem a pressão política e econômica interna. Pequim precisa manter sua imagem de grande potência, enquanto lida com a desaceleração econômica interna; Washington, por sua vez, precisa cumprir suas promessas aos eleitores e mostrar resultados de uma postura dura em relação à China. O compromisso alcançado em Genebra, em certa medida, é uma vitória da racionalidade e do realismo, mas quão longe esse compromisso pode ir dependerá das próximas negociações.

Nos próximos meses, as interferências geopolíticas, a pressão da opinião pública interna e a incerteza econômica global podem fazer as negociações enfrentarem novas turbulências. Se ambos os lados conseguirem aproveitar esse período de 90 dias para realmente se concentrar na cooperação prática, como definir regras e reduzir disputas sobre subsídios, talvez consigam trazer mais estabilidade para a economia global. Mas se apenas usarem a mesa de negociações como um palco, os problemas, mais cedo ou mais tarde, voltarão. Esperamos que esta 'trégua' possa se tornar um ponto de virada, e não apenas o início de outra batalha prolongada.

No problem $LAYER
Still hasn't fallen to my selling price

This time I stand at E, with an additional $ETH

In order to earn Alpha points, buy 5 cryptocurrencies every day.
Every time the Binance wallet launches new Alpha points, you earn 2000u.
When I opened the Alpha section, the purchased cryptocurrencies had lost 4000u.
May I ask if I made a profit or a loss.

Old Friends' Night Talk: The 'Chinese-style Breakthrough' of Trump's Tariffs

Xiao Ming: Old Wang, it’s been a month since Trump's 'Liberation Day' tariffs, how are the exporters doing? Are they completely confused?
Old Wang: Not exactly. The tariffs are ridiculously high, and the policies change every few days, exporters are experiencing 'two extremes': some are frantic, while others are calm as if watching a play. Old Li from Henan relies 70% on the US market, logistics costs are skyrocketing, should he invest in overseas warehouses? He’s quite conflicted.
Xiao Ming: Haha, is the US market still attractive? Can't do without it?
Old Wang: Attractive, but not obsessed. The $440 billion in exports is a big deal, but the proportion has dropped from 19% to 14.7%. Boss Hu from Yiwu directly said: 'US orders? I won’t be heartbroken if I lose them! Wealthy people in the Middle East and South America are lining up.'
Xiao Ming: Impressive. With such harsh tariffs, won't prices skyrocket?
Old Wang: They did rise, SHEIN and Temu are gritting their teeth to raise prices, and Amazon tried to mark the tariffs but got shot down by Trump. Walmart is worse off, wanting Chinese suppliers to take the blame, but with a glare from the Ministry of Commerce, they obediently let American buyers foot the bill. The Chinese supply chain is at the global center stage, who dares to do without it?
Xiao Ming: What clever moves do exporters have? They can't just sit and wait, right?
Old Wang: Build factories in Vietnam? They want you to bring technology, don’t just be a 'middleman'. The markets in South America and Africa are heating up, Yiwu traders are starting to pick up Arabic and Spanish, preparing to 'cast a global net'. Tariffs are a pitfall, but Chinese companies have turned the pit into a dance floor.
Xiao Ming: Trump wants to 'choke' us, so how come China is getting more courageous?
Old Wang: The market is like a battlefield, bullets fly for a while, but there’s always a way out. Cheers to this Chinese resilience, what are tariffs? Business goes on as usual.

$BTC

Apple has moved the production factories of iPhones sold in the United States from China to India and Vietnam to cope with tariffs and reduce costs.

In the short term, the prices of Apple phones in China will not increase, as the iPhones sold in the Chinese market are basically still locally produced, and there are no significant changes in the supply chain.

Binance Wallet agora suporta a cadeia Sui, beneficiando os tokens do ecossistema Sui, especialmente os memecoins no mercado primário. Espera-se que a seção Alpha da Binance liste em breve os memecoins da cadeia Sui.
$SUI

Binance Alpha板块今天连续上了3个币，全部都是#SonicLabs 生态的，立刻去看了 $S 的价格，马上上车，现在盈利不到10个点，继续拿着，预计今天还能拉。况且还有个托底，该生态的Anon上币安合约和现货大概率是没问题的。

$S ，看涨

Opportunities are never lacking on-chain, as long as you stay in this industry. My biological clock is very rebellious; when I missed $TRUMP , my friends were educating me to adjust my biological clock. However, it was precisely because of my biological clock that I received $gork today. So as long as you continue to stay in this industry and maintain your sharpness, there will definitely be opportunities. Let's all keep it up.

整理了个撸Alpha积分的指南，顺便缕下这两天币安钱包会有的空投

今天(4/28):
65 Alpha 积分以上的，可以在北京时间下午的18:00-18:10拿到 $SIGN 空投，空投自动发放到你Alpha 账户，1500个SIGN。交易开放是18点。$SIGN

明天(4/29):
1. 会有 $HAEDAL 的空投。至于多少Alpha积分才有空投要明天才公布，交易也是明天开放。

2. 明天有个ido，北京时间的16点-18点，够Alpha积分的可以参与认购 $MILK ，至于多少积分才合格要明天才公布。认购结束即开放交易。

Recently, big data often leads me to tweets about cool mats. Although I didn't pay much attention to him before, I could roughly understand his character through the comments section. From everyone's discussions, it can be seen that he indeed has trading talent, but the problem lies in the inconsistency between knowledge and action, which has led to his ups and downs.

Reflecting on myself, there are times when I excel at something yet still lose to execution. Suddenly, a question came to mind: Are we always fighting with our childhood selves? Do those little quirks from childhood subtly shape who we are today? Did any of you have special quirks when you were young that still influence your lives now?
$BTC
$ETH

最近闺蜜群大家有在聊裁定“女性”定义得按生理性别的事情，起因是因为前几天英国关于“女性”定义的裁定

上学时候我挺疑惑的一个问题就是跨性别同学到底要上女厕所还是男厕所，甚至我很少能在厕所偶遇到跨性别同学。当然了，这个问题我只会自己在心里想，但绝对不会说出来。

关于英国法院裁决那事，意思是法律上“女性”得按出生时的生理性别来定，跨性别社群担心被排除在“女性专属空间”之外，感觉有点像被推到边缘。就比如，学校组织活动，安排宿舍的时候，性别这块儿就得明确，不然会有人抱怨隐私问题。可这判决就会导致跨性别朋友可能就有点受伤了

如果你是一个跨性别者，当你被问“为什么不用男厕所”的时候，真的会特别无奈。性别认同对某些人来说可以说是他们生活的核心。虽说这个裁决伴最后随着一句反歧视保护还在，但实际女性专属空间的限制会让跨性别者更难被接纳
$ETH
$SOL
$BTC

Apenas uma conversa sobre o que está acontecendo no setor de entrega recente. Ontem, Liu Qiangdong pessoalmente entregou comida e ofereceu aos entregadores de tempo integral da JD cinco seguros e um fundo de pensão, e os de meio período também têm seguro de acidentes. Por outro lado, em Hong Kong, a saída da Deliveroo foi bastante dolorosa; 12.000 entregadores de repente perderam seu sustento. Como mencionado na notícia sobre o tio Qing, um entregador veterano que trabalhou por cinco anos, ele não apenas perdeu o emprego, mas também está sem compensação por acidentes de trabalho. Devido à legislação de Hong Kong que classifica os entregadores como 'trabalhadores autônomos', não há indenização, nem proteção trabalhista; agora restam apenas duas plataformas, Keeta e Foodpanda, com menos concorrência, os benefícios dos entregadores podem ficar ainda mais apertados. No entanto, o Departamento do Trabalho de Hong Kong já está oferecendo serviços de mediação, e há um 'Grupo de Apoio aos Direitos dos Entregadores' ajudando os entregadores a lutar por seus direitos, o que mostra que ainda há atenção a essa questão. Espero que os entregadores de Hong Kong também possam ter uma identidade de funcionário clara, recebendo um lado mais acolhedor.
$BTC

GM!!!!
E卫兵💂集合。
对比 $BTC 的涨幅，ETH才到哪，还能行📈

我和 $ETH
完全的爱情故事

DHL has suspended B2C shipments to the United States for packages over $800 due to complicated customs procedures. Apple's model of 'Designed in America, Made in China' is currently caught in the middle of the US-China trade war, making it quite awkward. Trump's tariffs seem aimed at protecting the US economy, but they may actually increase costs for consumers and businesses, complicating the supply chain; in the short term, it may be entertaining, but in the long run, it could be a headache for everyone.
$BTC

Normally, what we call food delivery is more self-deprecating humor, interpreted humorously as "wealth shrinking" or "a way out after a crash in the crypto world." Today, I saw Liu Qiangdong personally delivering food. Facing the so-called camera sense, although I know it's a marketing activity, the phrase "Liu Qiangdong personally delivers food, personally delivers food to you" has indeed resonated deeply with people. This kind of approach where "executives go to the grassroots" is not obvious in the crypto space. Your first reaction should be to think of who, though rare, is indeed useful.

Liu Qiangdong, as the founder, personally delivers food, conveying an image of the company that is "close to the front line and cares about the delivery riders." Lei Jun personally assembling phones aims to strengthen the brand's approachable image and enhance consumer trust. In the crypto world, who do you think of / who is there?

Liu Qiangdong stated that JD's food delivery net profit must not exceed 5%, otherwise, related responsible persons will be penalized. This emphasizes long-term market share rather than short-term profit, and this low-profit strategy is consistent with the common practice in the internet industry of "burning money to gain market share." In the crypto world, how many can achieve this?

With liquidity loss, every exchange wants to bind more new trading users. It is important to know that users are particularly sensitive to "wealth going to zero." When exchanges face crises, borrowing from Liu Qiangdong, I personally believe that leaders, in times of crisis, would be better off taking proactive measures against rumors rather than passively responding.

Using the Binance wallet to invest and trade $PARTI , not only did I get pork knuckle rice in just 1 hour, but I also received an airdrop of 88 coins. Good fortune.

Twitter foi atacado #X