区块链小鑫哥
2012年进入区块链行业，已带出103个百万千万富翁；币圈早期布道者， 区块链系统研究者，财经教师，没有推特，没有微博，心情好会分享价值币只度有缘之人。
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AI agents are amazing. My brother said he only took two days to train a lobster to develop a complete exchange. Before long, Binance and Huobi OK will be replaced by WeChat like QQ, and Doubao will replace WeChat.
On the fourth day of the lunar new year, let's talk about the changes in the H&H fund managed by China's Buffett, Duan Yongping, in Q4 2025.
Let me interpret it:
1. Continue to reduce holdings in Apple $Apple (AAPL.US)$ , currently Apple accounts for 50.3%, still the largest holding. Apple remains the most stable and irreplaceable asset recognized by Duan Yongping, although selling calls to reduce holdings can be considered as the stock price has risen.
2. Increase holdings in Berkshire $Berkshire-B (BRK.B.US)$ , accounting for 20.63%. With the tech stocks in the US soaring, buying BRK as a hedge is very stable, and it also expresses optimism for Buffett's successor.
3. Significantly increase holdings in NVIDIA $NVIDIA (NVDA.US)$ , with a holding ratio of 7.72%. The position indicates attitude, this can be seen as Duan Yongping's formal layout in AI, from a value investment perspective, NVIDIA is undoubtedly the first stock in AI.
4. Continue to increase holdings in PDD $Pinduoduo (PDD.US)$ , with a holding ratio of 7.48%. Continuing to support his disciple Huang Zheng, those doing value investment domestically seem to have to go through PDD, truly focused, truly profitable, truly cheap, and truly not rising.
5. Slightly increase holdings in Google $Google-C (GOOG.US)$ , with a holding ratio of 3.33%. Duan has repeatedly expressed recognition of Gemini, but the position is still light, slightly heavier than Buffett's position in Google.
6. Reduce holdings in Occidental Petroleum $Occidental Petroleum (OXY.US)$ , bought based on Buffett's actions, admitting losses is not shameful.
7. Reduce holdings in Alibaba $Alibaba (BABA.US)$ , reduce holdings in ASML $ASML (ASML.US)$ , both positions are light and of little consequence.
8. Newly opened positions in three AI application companies, all mini observation positions, one is CRWV $CoreWeave (CRWV.US)$ , a child of NVIDIA doing computing power leasing, accounting for 0.12%, one is CRDO $Credo Technology (CRDO.US)$ , doing cables and high-speed connection chips, accounting for 0.12%, and the last one is the AI medical company TEM $Tempus AI (TEM.US)$ that both Cathie Wood and Pelosi are optimistic about, accounting for 0.04%.
Let me summarize:
1. The task of defending the territory is entrusted to Apple + Berkshire.
2. The strategy for gaining territory relies on AI; in Q4 2025, Duan Yongping officially starts laying out AI, which is an important signal.
3. This time, Duan's layout in AI covers four dimensions: computing power (NVIDIA) + models (Google) + applications (TEM) + supporting (CRWV + CRDO).
4. The only one that caught Duan Yongping's eye among Chinese concepts is PDD.
5. I personally speculate that in Q4, Duan Yongping invested in Tesla $Tesla (TSLA.US)$ through options sell put, but it does not reflect options in the 13F.
Duan Yongping is very wealthy.
Let me interpret it:
1. Continue to reduce holdings in Apple $Apple (AAPL.US)$ , currently Apple accounts for 50.3%, still the largest holding. Apple remains the most stable and irreplaceable asset recognized by Duan Yongping, although selling calls to reduce holdings can be considered as the stock price has risen.
2. Increase holdings in Berkshire $Berkshire-B (BRK.B.US)$ , accounting for 20.63%. With the tech stocks in the US soaring, buying BRK as a hedge is very stable, and it also expresses optimism for Buffett's successor.
3. Significantly increase holdings in NVIDIA $NVIDIA (NVDA.US)$ , with a holding ratio of 7.72%. The position indicates attitude, this can be seen as Duan Yongping's formal layout in AI, from a value investment perspective, NVIDIA is undoubtedly the first stock in AI.
4. Continue to increase holdings in PDD $Pinduoduo (PDD.US)$ , with a holding ratio of 7.48%. Continuing to support his disciple Huang Zheng, those doing value investment domestically seem to have to go through PDD, truly focused, truly profitable, truly cheap, and truly not rising.
5. Slightly increase holdings in Google $Google-C (GOOG.US)$ , with a holding ratio of 3.33%. Duan has repeatedly expressed recognition of Gemini, but the position is still light, slightly heavier than Buffett's position in Google.
6. Reduce holdings in Occidental Petroleum $Occidental Petroleum (OXY.US)$ , bought based on Buffett's actions, admitting losses is not shameful.
7. Reduce holdings in Alibaba $Alibaba (BABA.US)$ , reduce holdings in ASML $ASML (ASML.US)$ , both positions are light and of little consequence.
8. Newly opened positions in three AI application companies, all mini observation positions, one is CRWV $CoreWeave (CRWV.US)$ , a child of NVIDIA doing computing power leasing, accounting for 0.12%, one is CRDO $Credo Technology (CRDO.US)$ , doing cables and high-speed connection chips, accounting for 0.12%, and the last one is the AI medical company TEM $Tempus AI (TEM.US)$ that both Cathie Wood and Pelosi are optimistic about, accounting for 0.04%.
Let me summarize:
1. The task of defending the territory is entrusted to Apple + Berkshire.
2. The strategy for gaining territory relies on AI; in Q4 2025, Duan Yongping officially starts laying out AI, which is an important signal.
3. This time, Duan's layout in AI covers four dimensions: computing power (NVIDIA) + models (Google) + applications (TEM) + supporting (CRWV + CRDO).
4. The only one that caught Duan Yongping's eye among Chinese concepts is PDD.
5. I personally speculate that in Q4, Duan Yongping invested in Tesla $Tesla (TSLA.US)$ through options sell put, but it does not reflect options in the 13F.
Duan Yongping is very wealthy.
The four-year cycle theory has been broken
This round will welcome a super cycle
BTC will break 200,000 dollars!
The altcoin season is about to see all coins rise together!
A large number of wealth myths will reappear in the crypto world! Are you ready to welcome wealth?
You must endure the darkness to see the dawn.
This round will welcome a super cycle
BTC will break 200,000 dollars!
The altcoin season is about to see all coins rise together!
A large number of wealth myths will reappear in the crypto world! Are you ready to welcome wealth?
You must endure the darkness to see the dawn.
This may be part of changing fate, benefiting others and oneself. What did you do with the first money you earned in the cryptocurrency world? I remember donating the most from my first earnings to help two children go to university. What about you? I've noticed that the more good deeds I do, the more prosperous and healthier I become; I wonder if it's a secret of the universe. Let's all share our thoughts.
You all said that if Wang Sicong had not been so arrogant back then, and had used the 100 million his father gave him to buy Bitcoin at 1300 yuan, they might still be the richest in China.
A shocking secret: the whole world has started to kill landlords, and what I'm worried about now is Brother Sun. After all, he was my benefactor; my first sum of money in 2017 was given to me by Brother Sun, and I have always been grateful to him.
In the past few days, I have thought of thousands of ways, not knowing if I am right, and I hope Brother Sun can see this: I am thinking that if I am Brother Sun's only way out, it might only be Hong Kong. Although Singapore can guarantee safety for now, it may not be long-term. We cannot gamble on probabilities; the best way is to put out half of the money (about 500 billion) to build in Hong Kong to ensure the safety of myself and my descendants, and then I can also focus on improving my public chain.
In the past few days, I have thought of thousands of ways, not knowing if I am right, and I hope Brother Sun can see this: I am thinking that if I am Brother Sun's only way out, it might only be Hong Kong. Although Singapore can guarantee safety for now, it may not be long-term. We cannot gamble on probabilities; the best way is to put out half of the money (about 500 billion) to build in Hong Kong to ensure the safety of myself and my descendants, and then I can also focus on improving my public chain.
Global Asset Collapse:
1907 Panic -48% Recovery 10 years
1929 Great Depression -89% Recovery 25 years
1973 Oil Crisis -45% Recovery 9 years
1987 Black Monday -36% Recovery 2 years
2000 Internet Bubble -78% Recovery 13 years
2008 Financial Crisis -57% Recovery 5.5 years
2020 COVID Flash Crash -34% Recovery 6 months
2022 Interest Rate Shock -27% Recovery 18 months
2025 Tariff Storm -23% Recovery 1.5 months
Repeated collapses, repeated recoveries, short-term shocks, long-term new highs.
After each collapse, global assets reach new highs.
Since 1926, the average annual return is 11%.
Short-term panic has never defeated long-term investment.
1907 Panic -48% Recovery 10 years
1929 Great Depression -89% Recovery 25 years
1973 Oil Crisis -45% Recovery 9 years
1987 Black Monday -36% Recovery 2 years
2000 Internet Bubble -78% Recovery 13 years
2008 Financial Crisis -57% Recovery 5.5 years
2020 COVID Flash Crash -34% Recovery 6 months
2022 Interest Rate Shock -27% Recovery 18 months
2025 Tariff Storm -23% Recovery 1.5 months
Repeated collapses, repeated recoveries, short-term shocks, long-term new highs.
After each collapse, global assets reach new highs.
Since 1926, the average annual return is 11%.
Short-term panic has never defeated long-term investment.
Inscription Sats I bought 200,000 yuan
Eight Great Inscriptions | BRC20 Ecological Hardcore Consensus Map (Simplified Edition)
The collision of Bitcoin's main chain security genes and the BRC20 inscription protocol gives rise to a value revolution empowered by cross-crypto native, physical empowerment, and spiritual resonance. The eight core inscriptions each shine brightly and resonate in unison, building a diverse consensus foundation for the BRC20 track.
🪙 BTC Commemorative Coin: The "light key" of the Bitcoin ecosystem, unlocking ecological dividends with a low threshold, allowing widespread transmission of consensus.
⛓️ Ordi: BRC20 "Genesis Backbone", benchmarked against Bitcoin's scarcity
The collision of Bitcoin's main chain security genes and the BRC20 inscription protocol gives rise to a value revolution empowered by cross-crypto native, physical empowerment, and spiritual resonance. The eight core inscriptions each shine brightly and resonate in unison, building a diverse consensus foundation for the BRC20 track.
🪙 BTC Commemorative Coin: The "light key" of the Bitcoin ecosystem, unlocking ecological dividends with a low threshold, allowing widespread transmission of consensus.
⛓️ Ordi: BRC20 "Genesis Backbone", benchmarked against Bitcoin's scarcity
I met Brother Sun in 2017, a wise person
It turns out that people thought Sun Yuchen relied on luck. Looking back now, the role of luck in everyone's success is quite small. It is definitely a combination of professionalism, strength, and courage. $BTC
Later became wealthy, even selling now would still earn 130 times.
I remember SHIB had an address that started with a few thousand dollars and reached tens of billions, what happened later?
$ASTR Comet Swap is a protocol based on ASTR, built on Astar, and in collaboration with Collective.
We will support real on-chain activities and contribute to the development of the Astar DeFi ecosystem until 2026.
We will support real on-chain activities and contribute to the development of the Astar DeFi ecosystem until 2026.
I made 2300 times in shib, and I have spent all the money over the years. I wonder if there will be another meme as bright as shib in this bull market?
😀
Challenge the highest price of BNB bought online, I want to apply for a minor refund🤡
No worries, the backend will give you another 1 billion u.
Brother Baiyin has leveled up to 89 in front, and today I am getting on the bus again. I will stop when I see 160.
In 2018, when $btc dropped to 3100, everyone said Bitcoin was finished, then it rose to 13800 USD;
In 2022, when $btc dropped to 15450, everyone said Bitcoin was finished, then it rose to 73787 USD;
In 2024, when $btc dropped to 48000, everyone said Bitcoin was finished, then it rose to 109000 USD;
In 2025, when $btc dropped to 74000, everyone said Bitcoin was finished, then it rose to 126000 USD;
In 2026, now $btc has dropped to 72600, and everyone is saying Bitcoin is finished again.
Anyway, every time it seems doomed, there is always a reason for it, but it always bounces back. Just blindly believe that it will rise again. The smarter you think you are during these times, the more likely you are to be fooled. The crypto world will reward everyone who has a dull sensitivity, so don't overthink it.
In 2022, when $btc dropped to 15450, everyone said Bitcoin was finished, then it rose to 73787 USD;
In 2024, when $btc dropped to 48000, everyone said Bitcoin was finished, then it rose to 109000 USD;
In 2025, when $btc dropped to 74000, everyone said Bitcoin was finished, then it rose to 126000 USD;
In 2026, now $btc has dropped to 72600, and everyone is saying Bitcoin is finished again.
Anyway, every time it seems doomed, there is always a reason for it, but it always bounces back. Just blindly believe that it will rise again. The smarter you think you are during these times, the more likely you are to be fooled. The crypto world will reward everyone who has a dull sensitivity, so don't overthink it.
Ten years ago, I told my brothers to go all in on bnb, now bnb has peaked, there's no hope.
Why Astar's multi-virtual machine architecture is crucial
Limitations of single virtual machine blockchains
Most blockchains lock developers into a single virtual machine.
This slows down the pace of innovation and limits the pool of builders.
@AstarNetwork addresses this issue
Astar has built-in multi-virtual machine support, allowing developers to choose the best environment according to their needs.
What does multi-virtual machine mean?
Astar supports: ·EVM→> Seamless compatibility with Ethereum·WASM→> High-performance, future-oriented smart contracts
This flexibility attracts both existing and new generations of builders.
Why is this important·Faster development speed·Reduced migration costs·Future-oriented application developers can develop with peace of mind, without worrying about future limitations.
Technologically supported by Polkadot as a native chain of Polkadot, Astar gains: ·Shared security·Interoperability·Long-term scalabilityO A more macro perspective Multi-virtual machines are not just a feature; they are an adoption strategy.
Astar is preparing for the next wave of Web3 users and developers.
Astar is building the most flexible smart contract platform in the Web3 space.
Limitations of single virtual machine blockchains
Most blockchains lock developers into a single virtual machine.
This slows down the pace of innovation and limits the pool of builders.
@AstarNetwork addresses this issue
Astar has built-in multi-virtual machine support, allowing developers to choose the best environment according to their needs.
What does multi-virtual machine mean?
Astar supports: ·EVM→> Seamless compatibility with Ethereum·WASM→> High-performance, future-oriented smart contracts
This flexibility attracts both existing and new generations of builders.
Why is this important·Faster development speed·Reduced migration costs·Future-oriented application developers can develop with peace of mind, without worrying about future limitations.
Technologically supported by Polkadot as a native chain of Polkadot, Astar gains: ·Shared security·Interoperability·Long-term scalabilityO A more macro perspective Multi-virtual machines are not just a feature; they are an adoption strategy.
Astar is preparing for the next wave of Web3 users and developers.
Astar is building the most flexible smart contract platform in the Web3 space.
ASTR
Holding
Cumulative PNL
+78.54 USDT
A bit like eos
A practitioner in the cryptocurrency industry,
not the first bull and bear I've experienced.
Value is more important than price; that is my value system.
As a member of the Aster team,
I am most frequently asked, "Does your CEO not tweet?"
"It's a huge loss." "Why is there no activity?"
He answers everyone's questions in the community as customer service,
and also faces all discussions in AMAs.
The most frequent question I get is whether today's community-collected issues have been resolved.
Focus on moving forward,
just want to counter FUD by building better products.
Deeper liquidity, covering a broader range of assets;
Privacy-focused L1 (Layer 1);
Holder staking functions;
Better trading experience, improving loading speed...
Bought back 254M $ASTER
Burned 78M tokens,
and re-locked 78M tokens into the airdrop distribution,
hoping to reduce total supply and circulating supply.
Plan to burn the remaining repurchased tokens.
This is what we do every day,
more burnings will take place in the future.
S6 is the last trading airdrop,
circulating supply growth will slow down in the future.
During S6, automatic buybacks can reach up to 80% of fees.
Burning all remaining repurchases (about 98 million to date),
the same applies to S6 buybacks.
Suspending 1% unlocks each month,
until staking goes live.
We also commit to providing on-chain proof, audits, or discussing details with analysts/community.
Proving through execution rather than speculation.
Be friends with time,
it's not just about being friends with time.
Don't just look at what is said,
look at what is done.
not the first bull and bear I've experienced.
Value is more important than price; that is my value system.
As a member of the Aster team,
I am most frequently asked, "Does your CEO not tweet?"
"It's a huge loss." "Why is there no activity?"
He answers everyone's questions in the community as customer service,
and also faces all discussions in AMAs.
The most frequent question I get is whether today's community-collected issues have been resolved.
Focus on moving forward,
just want to counter FUD by building better products.
Deeper liquidity, covering a broader range of assets;
Privacy-focused L1 (Layer 1);
Holder staking functions;
Better trading experience, improving loading speed...
Bought back 254M $ASTER
Burned 78M tokens,
and re-locked 78M tokens into the airdrop distribution,
hoping to reduce total supply and circulating supply.
Plan to burn the remaining repurchased tokens.
This is what we do every day,
more burnings will take place in the future.
S6 is the last trading airdrop,
circulating supply growth will slow down in the future.
During S6, automatic buybacks can reach up to 80% of fees.
Burning all remaining repurchases (about 98 million to date),
the same applies to S6 buybacks.
Suspending 1% unlocks each month,
until staking goes live.
We also commit to providing on-chain proof, audits, or discussing details with analysts/community.
Proving through execution rather than speculation.
Be friends with time,
it's not just about being friends with time.
Don't just look at what is said,
look at what is done.
Doing good deeds will lead to better outcomes
I've been feeling really bad lately. Even if I don't have money, I have to spend a lot this time, let's take a bath
$ETH $BTC $币安人生
$ETH $BTC $币安人生
The contract really can't be touched
Losing 6 million is too hard, and gold has also dropped to 2 cryptocurrency circles. Brothers, which one is good to invest in now? There are only 10,000 yuan left.
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