林克Clean
667 Posts
林克Clean
十年从业，难凉热血，人民币900成本比特币持有至今。币安广场Top 100，2025行业贡献奖。加密方向，美股投资，知无不尽。
原创之星
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I interviewed Binance CEO He Yi. @Yi He
In this conversation, her expression was direct and clear:
"Now is just the second step of the Long March."
"You must learn to surf 5G, you must not let yourself become outdated."
"Every generation has its own secrets to success; this year's secrets do not have gray hair."
2025 is approaching its end.
This year, there were highlights and also regrets.
Choosing to launch the third episode of "Crypto Call" at this moment
is due to some insights from this year,
in the dialogue with He Yi, which became particularly clear.
An eight-year mindset of a builder, constantly answering questions and submitting papers.
Perhaps this is the key to traversing bull and bear markets while maintaining competitiveness.
The future of the crypto industry can never be accurately predicted.
Next, it could be a year of quiet and stillness;
it could also be the starting point of the next cycle.
A vast world, full of opportunities.
2026 is coming,
are you ready?
In this conversation, her expression was direct and clear:
"Now is just the second step of the Long March."
"You must learn to surf 5G, you must not let yourself become outdated."
"Every generation has its own secrets to success; this year's secrets do not have gray hair."
2025 is approaching its end.
This year, there were highlights and also regrets.
Choosing to launch the third episode of "Crypto Call" at this moment
is due to some insights from this year,
in the dialogue with He Yi, which became particularly clear.
An eight-year mindset of a builder, constantly answering questions and submitting papers.
Perhaps this is the key to traversing bull and bear markets while maintaining competitiveness.
The future of the crypto industry can never be accurately predicted.
Next, it could be a year of quiet and stillness;
it could also be the starting point of the next cycle.
A vast world, full of opportunities.
2026 is coming,
are you ready?
PINNED
I have held Bitcoin for 10 years, and this Binance account is the same age as Binance itself. I registered in July 2017 when Binance launched. Today, I found a post from 2016 when I bought Bitcoin for over 524,649,986,103,000 RMB. At the end of that year, Trump was elected as the President of the United States for the first time, and the price of Bitcoin surged to over 7,000 RMB. I sold off more than half, making a profit of more than double. That was the time I sold the most Bitcoin. Low cost but unable to hold, the limitation of understanding is just the surface. The deeper reason is that Bitcoin has become a container for consuming imagination, carrying a future narrative far beyond my initial understanding.
Observing the Bitcoin whales around me, most of them earn Bitcoin through work. The cost is not the fiat currency used to buy it, but the realization of abilities and resources. Therefore, the cost of fiat currency is original sin, and anchoring prices is a mental demon. The best way is to make your abilities and value become mining machines, directly exchanging labor value for Bitcoin. Without buying points or selling points, one can traverse bulls and bears and stand firm in the torrent of time.
Observing the Bitcoin whales around me, most of them earn Bitcoin through work. The cost is not the fiat currency used to buy it, but the realization of abilities and resources. Therefore, the cost of fiat currency is original sin, and anchoring prices is a mental demon. The best way is to make your abilities and value become mining machines, directly exchanging labor value for Bitcoin. Without buying points or selling points, one can traverse bulls and bears and stand firm in the torrent of time.
Verified
Last week, Elon Musk's personal net worth just flipped the total market cap of Bitcoin.
This week, Hynix's market cap also successfully surpassed Bitcoin's.
The new generation of young investors is diving into the market, only knowing Micron, TSMC, and Broadcom, unaware that Bitcoin once surged into the top ten global assets, overshadowing other crypto assets.
Yesterday, SpaceX had a major pullback, wiping out about half the market cap of $BTC...
Is Bitcoin really an old-school asset now? For the time being, it has become a benchmark, a scale, a unit of measurement 😂
This week, Hynix's market cap also successfully surpassed Bitcoin's.
The new generation of young investors is diving into the market, only knowing Micron, TSMC, and Broadcom, unaware that Bitcoin once surged into the top ten global assets, overshadowing other crypto assets.
Yesterday, SpaceX had a major pullback, wiping out about half the market cap of $BTC...
Is Bitcoin really an old-school asset now? For the time being, it has become a benchmark, a scale, a unit of measurement 😂
First trading day back from the holiday
Today, the A-shares saw a massive style rotation + record volume
Brokerage, insurance, energy, non-ferrous metals, and chemicals all surged together
US markets opened
$SPCX
and started to dip, now down to 165
Aside from the top storage stocks, most are trending down
If US-Iran relations deteriorate again, Trump might just play his hand
Spent over a trillion on military expenses, oil prices skyrocketing affecting livelihoods, and approval ratings hitting record lows.
In the end, all two major strategic goals—Iran abandoning nuclear ambitions + stopping support for the resistance arc—were not achieved,
Besides drawing lines to create the Congressional stock gods, the main outcome is just to toy with retail traders.
This week is likely to be turbulent, the 24th's MU earnings report is a crucial pivot
Be sure to balance cash and positions in advance
Today, the A-shares saw a massive style rotation + record volume
Brokerage, insurance, energy, non-ferrous metals, and chemicals all surged together
US markets opened
$SPCX
and started to dip, now down to 165
Aside from the top storage stocks, most are trending down
If US-Iran relations deteriorate again, Trump might just play his hand
Spent over a trillion on military expenses, oil prices skyrocketing affecting livelihoods, and approval ratings hitting record lows.
In the end, all two major strategic goals—Iran abandoning nuclear ambitions + stopping support for the resistance arc—were not achieved,
Besides drawing lines to create the Congressional stock gods, the main outcome is just to toy with retail traders.
This week is likely to be turbulent, the 24th's MU earnings report is a crucial pivot
Be sure to balance cash and positions in advance
This is actually the biggest advantage of the crypto space:
24/7 trading provides the ability for price discovery.
At this moment, whoever has liquidity holds the pricing power.
The significance of traditional assets being tokenized is to allow them to be priced and traded in the crypto market 24/7.
With the strait opening and closing so many times, after Binance launched oil-related trading, the funds attracted were actually from outside the crypto sphere.
Exchanges are vying for liquidity, and ultimately, liquidity is about securing pricing power.
This is the true direction of the crypto market.
24/7 trading provides the ability for price discovery.
At this moment, whoever has liquidity holds the pricing power.
The significance of traditional assets being tokenized is to allow them to be priced and traded in the crypto market 24/7.
With the strait opening and closing so many times, after Binance launched oil-related trading, the funds attracted were actually from outside the crypto sphere.
Exchanges are vying for liquidity, and ultimately, liquidity is about securing pricing power.
This is the true direction of the crypto market.
The Golden Era of Korean Girls
I set a limit order at 195 yesterday and went to sleep, didn’t expect <a>$SPCX </a> to pump like a meme.
Hundreds of billions in net buys overnight, the siphoning effect from the US stock market is getting more outrageous.
Ten years ago, the largest IPO in human history was Alibaba, now where is Jack Ma?
Hundreds of billions in net buys overnight, the siphoning effect from the US stock market is getting more outrageous.
Ten years ago, the largest IPO in human history was Alibaba, now where is Jack Ma?
In 2017, the WeChat account "Jazz Music" announced its halt:
"From now on, this account will be used for Bitcoin and blockchain. Friends who want to learn can keep following; those who don't can unfollow."
At that time, this move sparked quite a discussion, with a lot of mocking voices.
It reflected the strongest ICO craze of that era, with capital, traffic, and attention all funneling into the crypto space.
In 2026, the same script played out again. The narratives that once represented the cutting edge began to be diverted by new wealth stories like U.S. stocks and AI,
this time, what got revolutionized was the blockchain itself.
The tides of the times roll on relentlessly, and no narrative can forever stand in the spotlight.
After countless doubts, bubbles, crashes, and death knells, $BTC has never disappeared.
When will the next flip of U.S. stocks happen?
"From now on, this account will be used for Bitcoin and blockchain. Friends who want to learn can keep following; those who don't can unfollow."
At that time, this move sparked quite a discussion, with a lot of mocking voices.
It reflected the strongest ICO craze of that era, with capital, traffic, and attention all funneling into the crypto space.
In 2026, the same script played out again. The narratives that once represented the cutting edge began to be diverted by new wealth stories like U.S. stocks and AI,
this time, what got revolutionized was the blockchain itself.
The tides of the times roll on relentlessly, and no narrative can forever stand in the spotlight.
After countless doubts, bubbles, crashes, and death knells, $BTC has never disappeared.
When will the next flip of U.S. stocks happen?
Bro, can we price US stocks with a crypto mindset and measure SpaceX based on past experience? Can we really reach the other side?
Is the largest IPO in human history something we can truly comprehend?
Thinking too much is pointless; in this game, you have to make a move,
You might lose, but you can't let the fear of losing keep you off the table.
Is the largest IPO in human history something we can truly comprehend?
Thinking too much is pointless; in this game, you have to make a move,
You might lose, but you can't let the fear of losing keep you off the table.
Using crypto mindset to price US stocks, measuring SpaceX with past experiences, do you think you can make it to the other side?
The duration of the Russia-Ukraine conflict has now surpassed that of World War I.
Is anyone still playing in the crypto market?
Why is Binance starting to expand into traditional assets like US stocks?
As crypto traders, how should we build our own framework for investing in US stocks?
This time, I had an exclusive interview with qinbaFrank @qinbafrank .
As one of the few investors deeply involved in crypto, US stocks, and AI technology,
he openly shared his insights on the future market landscape, as well as the core cognitive shifts in transitioning from crypto investments to US stock investments.
"Crypto Calls" Episode 5: Crypto and US Stocks: Two Markets, One Future
In this interview, we discussed:
• Why traditional assets like US stocks will become a future trend
• How traditional finance and the crypto market will ultimately merge
• The long-term relationship between AI, Agents, and Crypto
• Whether the AI bull market has entered a bubble stage
• How crypto investors can establish their own research system for US stocks
After watching, you'll have a clearer understanding of:
Why Binance is accelerating its embrace of TradFi, connecting to US stock spot markets, and launching bStocks;
Why more and more funds are starting to pay attention to both Crypto and US stocks;
And what kind of structural changes might be happening in the global capital markets over the next few years.
This episode is packed with high information density.
From the interview, organization to editing, I've digested it multiple times and gained new insights on many issues, benefiting greatly.
If you're focused on the crypto market, AI, tech investments, or trying to transition from crypto to larger capital markets, this content is worth saving and watching repeatedly.
I hope it helps you build a new framework for understanding the future market.
Why is Binance starting to expand into traditional assets like US stocks?
As crypto traders, how should we build our own framework for investing in US stocks?
This time, I had an exclusive interview with qinbaFrank @qinbafrank .
As one of the few investors deeply involved in crypto, US stocks, and AI technology,
he openly shared his insights on the future market landscape, as well as the core cognitive shifts in transitioning from crypto investments to US stock investments.
"Crypto Calls" Episode 5: Crypto and US Stocks: Two Markets, One Future
In this interview, we discussed:
• Why traditional assets like US stocks will become a future trend
• How traditional finance and the crypto market will ultimately merge
• The long-term relationship between AI, Agents, and Crypto
• Whether the AI bull market has entered a bubble stage
• How crypto investors can establish their own research system for US stocks
After watching, you'll have a clearer understanding of:
Why Binance is accelerating its embrace of TradFi, connecting to US stock spot markets, and launching bStocks;
Why more and more funds are starting to pay attention to both Crypto and US stocks;
And what kind of structural changes might be happening in the global capital markets over the next few years.
This episode is packed with high information density.
From the interview, organization to editing, I've digested it multiple times and gained new insights on many issues, benefiting greatly.
If you're focused on the crypto market, AI, tech investments, or trying to transition from crypto to larger capital markets, this content is worth saving and watching repeatedly.
I hope it helps you build a new framework for understanding the future market.
You need to fall in love with something to keep your vitality.
Similarly, you also need some fresh knowledge to nourish your trading logic.
If a market hasn't given you new insights in a while, it might be time to switch up your market direction.
In fields you're completely unfamiliar with, the barren land is crying out for you to cultivate it.
Similarly, you also need some fresh knowledge to nourish your trading logic.
If a market hasn't given you new insights in a while, it might be time to switch up your market direction.
In fields you're completely unfamiliar with, the barren land is crying out for you to cultivate it.
Partly True
Lü Xiaotong said some foreign fund managers in Hong Kong have completely FOMO'd in, no doubts, no questions about valuation, just two bars and a line, they're all in!
Anthropic has driven them crazy; overcapacity doesn't matter, capital expenditure doesn't matter, storage is always in short supply, and tokens are never enough. In this AI narrative, every day feels like Day One.
He said they are just like 'those folks in the crypto space back in the day.'
The important part is the word 'back in the day,'
it encapsulates the grand waves of the crypto market, capturing the joys and sorrows of so many in the space.
It also highlights the current desolation 😂
Anthropic has driven them crazy; overcapacity doesn't matter, capital expenditure doesn't matter, storage is always in short supply, and tokens are never enough. In this AI narrative, every day feels like Day One.
He said they are just like 'those folks in the crypto space back in the day.'
The important part is the word 'back in the day,'
it encapsulates the grand waves of the crypto market, capturing the joys and sorrows of so many in the space.
It also highlights the current desolation 😂
Verified
The crypto scene has taken a hit like this, aside from seeing a few friends bottom fishing
$BTC most are staying silent.
However, with the pre-market pullback in US stocks, everyone’s shouting about $DRAM crashing big, buy the dip on small drops.
I’ve sorted through some pullbacks that are definitely worth picking up, but I found many are just the usual buys everyone’s eyeing.
Thinking it over, the hardware-supporting OEMs haven’t stacked their positions enough $DELL , and it's not cheap now, so I can only add on the pullbacks.
Considering the future expansion of AI capital expenditures, $SMCIon might be a better fit for entry.
$BTC most are staying silent.
However, with the pre-market pullback in US stocks, everyone’s shouting about $DRAM crashing big, buy the dip on small drops.
I’ve sorted through some pullbacks that are definitely worth picking up, but I found many are just the usual buys everyone’s eyeing.
Thinking it over, the hardware-supporting OEMs haven’t stacked their positions enough $DELL , and it's not cheap now, so I can only add on the pullbacks.
Considering the future expansion of AI capital expenditures, $SMCIon might be a better fit for entry.
Reiterating once again
林克Clean
·
--
Don't pick familiar ground, pick fertile ground.
Wherever it benefits you, that’s home.
Yes, I'm talking about embracing the AI-driven US stock market and the light-electro-mechanical supply chain.
Time to liquidate your altcoins.
Wherever it benefits you, that’s home.
Yes, I'm talking about embracing the AI-driven US stock market and the light-electro-mechanical supply chain.
Time to liquidate your altcoins.
Verified
Now that we're in the US stock market, stop fixating on $MSTR and $CRCL .
Sure, they're part of our home turf.
But as we venture out, we can't just have our eyes on those few acres back home.
In this market narrative, let's leave emotions aside; our family isn't at the main table.
We're just sitting in the back room eating.
Sure, they're part of our home turf.
But as we venture out, we can't just have our eyes on those few acres back home.
In this market narrative, let's leave emotions aside; our family isn't at the main table.
We're just sitting in the back room eating.
Verified
The market has hit a fork in the road. After a long day, I'm feeling a mix of emotions. $MRVL $DRAM. Everyone's happy when prices go up. Nvidia and Nokia's stocks are still solid buys. Funds are flooding into quality assets backed by performance.
Meanwhile, the crypto market is bleeding out. $BTC ETF is seeing continuous net outflows, and MicroStrategy's sell-off feels like a setup. It's signaling that things are about to get wild. Aside from platform tokens with business revenue, there's still a desire to hold long. The only things left are endless sell-offs from junk altcoins and tokens like $LAB that are being shorted by whales. It seems like the market has narrowed down to just these four categories.
This market has completely decoupled from the U.S. stock market, losing its upward correlation. The industry is heading into a period of silence with no narrative and a lack of liquidity. Unless the crypto market finds a new logic that connects it to quality assets, it will just continue to bear down.
Meanwhile, the crypto market is bleeding out. $BTC ETF is seeing continuous net outflows, and MicroStrategy's sell-off feels like a setup. It's signaling that things are about to get wild. Aside from platform tokens with business revenue, there's still a desire to hold long. The only things left are endless sell-offs from junk altcoins and tokens like $LAB that are being shorted by whales. It seems like the market has narrowed down to just these four categories.
This market has completely decoupled from the U.S. stock market, losing its upward correlation. The industry is heading into a period of silence with no narrative and a lack of liquidity. Unless the crypto market finds a new logic that connects it to quality assets, it will just continue to bear down.
Still couldn't hold back, chatted from pre-market to open
$MRVL jumped in right away
Many square users followed in
Dug into $PLUG and $VIAV
But more folks can't find a way into the US stock market
Every now and then, someone asks where to buy
Seems like a tutorial is in order.
$MRVL jumped in right away
Many square users followed in
Dug into $PLUG and $VIAV
But more folks can't find a way into the US stock market
Every now and then, someone asks where to buy
Seems like a tutorial is in order.
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