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加密KFa

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今日投资新闻|2026-07-21截止东京时间16:10。今天最重要的结论是: AI产业需求没有被证伪,但市场已从“看订单”转向“审查AI回报率”;短期最大变量不是芯片基本面,而是中东局势通过油价—通胀—利率压制高估值资产。 1. 油价与利率成为首要风险 美伊停火斡旋令布油回落至约88美元、WTI约82.5美元,但油轮遇袭及胡塞威胁封锁沙特航运,说明风险尚未解除。美国10年期国债收益率升至约4.59%,市场对9月加息的预期明显上升。 Reuters油价报道 、 Reuters美元与利率报道 KFA判断:HIGH_PRIORITY_EVENT_WATCH。若停火失败、布油重新突破90美元,AI高估值板块仍可能继续压缩估值。 2. 芯片反弹,但暂时只是修复 7月20日美股三大指数小幅下跌,芯片股局部反弹;SOX指数此前已较6月高点回撤超过20%,7月累计跌约18%,但年内仍上涨约65%。半导体企业二季度利润预计同比增长约133%,问题已变成“如此强的业绩能否超过极高预期”。 Reuters美股收盘 、 Reuters半导体盈利预期 KFA判断:结构性AI周期仍在,但不能把一天反弹认定为趋势反转。 3. TSMC继续确认AI需求,但股价开始审查投入回报 TSMC确认AI芯片存在多年结构性需求,追加1000亿美元亚利桑那投资,总计划升至2650亿美元;首座美国晶圆厂良率已接近台湾厂。与此同时,市场仍因资本开支、估值与AI回报率担忧而压低股价。 Reuters 影响: 利好:NVDA、先进封装、WFE、光通信与电力基础设施的中周期需求。风险:设备安装周期、美国建设成本与产能兑现速度。裁决:可进入Source Radar,但不足以单独触发买入。 4. 美国电网瓶颈已从远期故事变成现实约束 覆盖美国中部14州的SPP电网因高温、创纪录需求及发电机组意外停运,一度发布三级能源警报并接近轮流停电,最终未实际拉闸。 Reuters 同时,Hut 8签署价值98亿美元、期限15年的AI数据中心租约,新增352MW IT容量,进一步验证“电力与可交付容量”正在成为AI建设稀缺资源。 Reuters KFA判断:强化“电”主题,但尚不足以直接映射到具体可买标的。 5. 本周进入真正的AI财报验真期 Alphabet:7月22日,重点看Cloud收入、利润率、TPU销售、AI订单积压及全年资本开支。Alphabet IRTesla:7月22日,重点看汽车自由现金流、Robotaxi与Optimus投入是否开始产生可验证回报。Tesla IRIntel:7月23日,重点不是普通EPS,而是18A/18A-P良率、量产节奏、外部客户及代工亏损收窄情况。Intel IR 对你而言,Intel财报是本周最重要的单股事件。财报前不应因为两天反弹就提高正式评级。 6. 中国AI与芯片出口限制:目前只是待核实政策信号 报道称中国正在研究限制先进AI模型、训练数据及部分芯片技术出口,但仍处于征求意见阶段,尚无正式政策文本。 Reuters KFA判断:UNCONFIRMED_EVENT_WATCH,不能写成已实施政策,更不能据此调整正式Research Card。 今日总结 AI长期需求:未证伪 短期市场状态:高波动、财报验证期 首要宏观风险:油价→通胀→利率 存储周期:基本面仍强,暂不追涨 INTC:等待7月23日财报 GLW/AVGO/COHR:今日无新增一级公司催化 BTC/稳定币:未发现足以改变风险判断的高质量新增事件 今天真正值得留痕的是五条:中东油价风险、TSMC多年AI需求、美国电网三级警报、Hut 8大型电力容量租约、中国AI出口限制研究;其余多数只是价格反弹和财报前预期交易。

今日投资新闻|2026-07-21

截止东京时间16:10。今天最重要的结论是:
AI产业需求没有被证伪,但市场已从“看订单”转向“审查AI回报率”;短期最大变量不是芯片基本面,而是中东局势通过油价—通胀—利率压制高估值资产。
1. 油价与利率成为首要风险
美伊停火斡旋令布油回落至约88美元、WTI约82.5美元,但油轮遇袭及胡塞威胁封锁沙特航运,说明风险尚未解除。美国10年期国债收益率升至约4.59%,市场对9月加息的预期明显上升。
Reuters油价报道

Reuters美元与利率报道
KFA判断:HIGH_PRIORITY_EVENT_WATCH。若停火失败、布油重新突破90美元,AI高估值板块仍可能继续压缩估值。
2. 芯片反弹,但暂时只是修复
7月20日美股三大指数小幅下跌,芯片股局部反弹;SOX指数此前已较6月高点回撤超过20%,7月累计跌约18%,但年内仍上涨约65%。半导体企业二季度利润预计同比增长约133%,问题已变成“如此强的业绩能否超过极高预期”。
Reuters美股收盘

Reuters半导体盈利预期
KFA判断:结构性AI周期仍在,但不能把一天反弹认定为趋势反转。
3. TSMC继续确认AI需求,但股价开始审查投入回报
TSMC确认AI芯片存在多年结构性需求,追加1000亿美元亚利桑那投资,总计划升至2650亿美元;首座美国晶圆厂良率已接近台湾厂。与此同时,市场仍因资本开支、估值与AI回报率担忧而压低股价。
Reuters
影响:
利好:NVDA、先进封装、WFE、光通信与电力基础设施的中周期需求。风险:设备安装周期、美国建设成本与产能兑现速度。裁决:可进入Source Radar,但不足以单独触发买入。
4. 美国电网瓶颈已从远期故事变成现实约束
覆盖美国中部14州的SPP电网因高温、创纪录需求及发电机组意外停运,一度发布三级能源警报并接近轮流停电,最终未实际拉闸。
Reuters
同时,Hut 8签署价值98亿美元、期限15年的AI数据中心租约,新增352MW IT容量,进一步验证“电力与可交付容量”正在成为AI建设稀缺资源。
Reuters
KFA判断:强化“电”主题,但尚不足以直接映射到具体可买标的。
5. 本周进入真正的AI财报验真期
Alphabet:7月22日,重点看Cloud收入、利润率、TPU销售、AI订单积压及全年资本开支。Alphabet IRTesla:7月22日,重点看汽车自由现金流、Robotaxi与Optimus投入是否开始产生可验证回报。Tesla IRIntel:7月23日,重点不是普通EPS,而是18A/18A-P良率、量产节奏、外部客户及代工亏损收窄情况。Intel IR
对你而言,Intel财报是本周最重要的单股事件。财报前不应因为两天反弹就提高正式评级。
6. 中国AI与芯片出口限制:目前只是待核实政策信号
报道称中国正在研究限制先进AI模型、训练数据及部分芯片技术出口,但仍处于征求意见阶段,尚无正式政策文本。
Reuters
KFA判断:UNCONFIRMED_EVENT_WATCH,不能写成已实施政策,更不能据此调整正式Research Card。
今日总结
AI长期需求:未证伪
短期市场状态:高波动、财报验证期
首要宏观风险:油价→通胀→利率
存储周期:基本面仍强,暂不追涨
INTC:等待7月23日财报
GLW/AVGO/COHR:今日无新增一级公司催化
BTC/稳定币:未发现足以改变风险判断的高质量新增事件
今天真正值得留痕的是五条:中东油价风险、TSMC多年AI需求、美国电网三级警报、Hut 8大型电力容量租约、中国AI出口限制研究;其余多数只是价格反弹和财报前预期交易。
Article
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KFA今日核心判断|2026年7月17日今天最重要的不是单条公司新闻,而是三股力量同时出现: AI需求仍强,但估值开始降温;能源与监管约束上升;中东局势重新推高通胀风险。 1. 台积电业绩创纪录,但芯片股反而下跌 台积电第二季度净利润同比增长77%至7,066亿新台币,显著超过预期,AI先进制程需求继续兑现。 Reuters 但台积电股价仍下跌约2.3%,半导体板块整体跌约4.3%,纳斯达克下跌1.47%。 Reuters 重要性: 产业逻辑没有破坏,但市场已经把大量增长计入价格。现在是“业绩继续增长,但估值不再自动扩张”的阶段。 KFA影响: SMH、TSM、MU等基本面验证继续成立;暂不因业绩强劲追涨;重点观察芯片板块能否止跌,以及资金是否转向GOOG、MSFT等平台层。 2. 纽约暂停大型数据中心建设,AI开始遇到现实约束 纽约州宣布暂停新的超大规模数据中心项目一年,并准备重新制定电网、社区成本及税收规则。 纽约州政府 重要性: AI数据中心增长不再只是芯片供应问题,还受到: 电网接入;居民电价;水资源;环境审批;地方政治阻力。 KFA影响: “电”主题仍成立,但需要从单纯押注用电增长,升级为优先选择已有并网能力、确定订单和项目许可的公司。数据中心REIT和远期项目估值应增加审批折价。 3. 美伊冲突再度升级,油价单周上涨约12% 美国和伊朗重新加强军事行动,霍尔木兹海峡及红海运输风险上升。布伦特原油升至约85.28美元,WTI约79.98美元,周涨幅接近12%。 Reuters 重要性: 能源价格上涨可能重新推高通胀、运输和制造成本,使美联储更难放松政策,并压制高估值成长股。 KFA影响: AI组合短期最大外部风险从需求转向油价和利率;不因为油价上涨追能源股;若油价持续上升并带动美债收益率上行,应降低AI建仓速度。 4. 美联储内部方向分歧加大 美国通胀数据降温后,市场把7月加息概率降至约11%;但达拉斯联储主席Logan认为利率仍应适度上调。 Reuters外汇市场 、 Reuters联储观点 重要性: 当前并非明确宽松周期。油价上涨可能抵消通胀下降,市场的降息或不加息预期仍不稳定。 5. 中国选择中央主导的定向投资,而不是全面刺激 中国正在加快已经纳入预算的国家级基础设施和科技项目,2026年相关投资计划约7万亿元,但仍避免全面刺激和重新放松地方低效投资。 Reuters 重要性: 利好更可能集中在电网、物流、科技基础设施和国家级项目承包链,而不是全面推动房地产、消费和所有A股上涨。 6. 加密资产监管与托管风险继续升温 FATF再次警告稳定币、离岸交易平台和非托管钱包被跨境犯罪网络利用,各国可能强化平台牌照、资金来源和跨链监管。 FATF KFA影响: 这不是BTC立即卖出信号,但会提高离岸平台和稳定币收益账户的合规、冻结及提现风险,美元加密美股现货账户的托管审计优先级应提高。 今天最值得关注的信号是:台积电交出极强业绩,芯片股却下跌。这通常意味着问题已经从“AI需求是否真实”转向“当前价格已经计入多少增长”。

KFA今日核心判断|2026年7月17日

今天最重要的不是单条公司新闻,而是三股力量同时出现:
AI需求仍强,但估值开始降温;能源与监管约束上升;中东局势重新推高通胀风险。
1. 台积电业绩创纪录,但芯片股反而下跌
台积电第二季度净利润同比增长77%至7,066亿新台币,显著超过预期,AI先进制程需求继续兑现。
Reuters
但台积电股价仍下跌约2.3%,半导体板块整体跌约4.3%,纳斯达克下跌1.47%。
Reuters
重要性:
产业逻辑没有破坏,但市场已经把大量增长计入价格。现在是“业绩继续增长,但估值不再自动扩张”的阶段。
KFA影响:
SMH、TSM、MU等基本面验证继续成立;暂不因业绩强劲追涨;重点观察芯片板块能否止跌,以及资金是否转向GOOG、MSFT等平台层。
2. 纽约暂停大型数据中心建设,AI开始遇到现实约束
纽约州宣布暂停新的超大规模数据中心项目一年,并准备重新制定电网、社区成本及税收规则。
纽约州政府
重要性:
AI数据中心增长不再只是芯片供应问题,还受到:
电网接入;居民电价;水资源;环境审批;地方政治阻力。
KFA影响:
“电”主题仍成立,但需要从单纯押注用电增长,升级为优先选择已有并网能力、确定订单和项目许可的公司。数据中心REIT和远期项目估值应增加审批折价。
3. 美伊冲突再度升级,油价单周上涨约12%
美国和伊朗重新加强军事行动,霍尔木兹海峡及红海运输风险上升。布伦特原油升至约85.28美元,WTI约79.98美元,周涨幅接近12%。
Reuters
重要性:
能源价格上涨可能重新推高通胀、运输和制造成本,使美联储更难放松政策,并压制高估值成长股。
KFA影响:
AI组合短期最大外部风险从需求转向油价和利率;不因为油价上涨追能源股;若油价持续上升并带动美债收益率上行,应降低AI建仓速度。
4. 美联储内部方向分歧加大
美国通胀数据降温后,市场把7月加息概率降至约11%;但达拉斯联储主席Logan认为利率仍应适度上调。
Reuters外汇市场

Reuters联储观点
重要性:
当前并非明确宽松周期。油价上涨可能抵消通胀下降,市场的降息或不加息预期仍不稳定。
5. 中国选择中央主导的定向投资,而不是全面刺激
中国正在加快已经纳入预算的国家级基础设施和科技项目,2026年相关投资计划约7万亿元,但仍避免全面刺激和重新放松地方低效投资。
Reuters
重要性:
利好更可能集中在电网、物流、科技基础设施和国家级项目承包链,而不是全面推动房地产、消费和所有A股上涨。
6. 加密资产监管与托管风险继续升温
FATF再次警告稳定币、离岸交易平台和非托管钱包被跨境犯罪网络利用,各国可能强化平台牌照、资金来源和跨链监管。
FATF
KFA影响:
这不是BTC立即卖出信号,但会提高离岸平台和稳定币收益账户的合规、冻结及提现风险,美元加密美股现货账户的托管审计优先级应提高。
今天最值得关注的信号是:台积电交出极强业绩,芯片股却下跌。这通常意味着问题已经从“AI需求是否真实”转向“当前价格已经计入多少增长”。
Verified
Article
KFA Trading System Stock Market DailyFive news stories most worth watching today, July 16, 2026: 1️⃣ The Israel-Iran conflict escalates again, raising risks to energy supply The U.S. expands strikes on Iranian military targets, and shipping near the Strait of Hormuz remains disrupted. The front-month Brent crude oil contract’s premium over the back-month contract has widened significantly, reflecting the market pricing in near-term supply tightness. Reuters: U.S.-Iran situation, Reuters: crude oil market structure Importance: This is the biggest macro tail risk right now. It could push up energy, transportation, and inflation again, compress market expectations for easing monetary policy, and affect data center, power, and manufacturing costs.

KFA Trading System Stock Market Daily

Five news stories most worth watching today, July 16, 2026:
1️⃣ The Israel-Iran conflict escalates again, raising risks to energy supply
The U.S. expands strikes on Iranian military targets, and shipping near the Strait of Hormuz remains disrupted. The front-month Brent crude oil contract’s premium over the back-month contract has widened significantly, reflecting the market pricing in near-term supply tightness. Reuters: U.S.-Iran situation, Reuters: crude oil market structure
Importance: This is the biggest macro tail risk right now. It could push up energy, transportation, and inflation again, compress market expectations for easing monetary policy, and affect data center, power, and manufacturing costs.
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#grvt

GRVT is a **hybrid on-chain exchange** (Hybrid Exchange / HEX), combining the CEX’s high-speed matching (off-chain order book) with the security of self-custody from the DEX (on-chain settlement + ZK privacy). It is the world’s first on-chain exchange to obtain a regulated license (in Bermuda) and supports trading perpetual contracts for cryptocurrencies, stocks (such as TSLA, INTC), gold, and more.

**Top wealth-management highlight**: **One balance rules them all**. Your funds can **trade + invest + earn interest** at the same time, with **no lock-ups** and **no minimum amount**. Margin/balance default to ongoing yield generation (“Every dollar does more”).
Grvt Booster Phase 1 Participation Tutorial Event Information * Participation threshold: requires spending 2 points * Total available spots: 50,000 people (first come, first served) * Rewards: each eligible user can receive 25 $GRVT * Estimated based on the current pre-market price: about 7.5U per account * Deadline: July 18 at 07:59 (UTC+8) Participation Steps ① Follow the official X (Twitter) account ② Retweet the designated event tweet ③ Complete the Q&A There are 5 multiple-choice questions. The correct answers in order are: C → B → B → B → B ④ Log in to complete the tasks After entering the event page, connect your wallet and complete the login; the system will then record your task completion status. The whole process takes only a few minutes. It’s recommended to participate as early as possible, and the event will end early once all spots are filled. GRVT has started airdrop registration! There are three options: 1️⃣ 100% fully unlocked at TGE 2️⃣ 200% double unlock after four months 3️⃣ 400% four times unlock after 8 months #grvt
Grvt Booster Phase 1 Participation Tutorial

Event Information

* Participation threshold: requires spending 2 points
* Total available spots: 50,000 people (first come, first served)
* Rewards: each eligible user can receive 25 $GRVT
* Estimated based on the current pre-market price: about 7.5U per account
* Deadline: July 18 at 07:59 (UTC+8)

Participation Steps

① Follow the official X (Twitter) account

② Retweet the designated event tweet

③ Complete the Q&A
There are 5 multiple-choice questions. The correct answers in order are:

C → B → B → B → B

④ Log in to complete the tasks
After entering the event page, connect your wallet and complete the login; the system will then record your task completion status.

The whole process takes only a few minutes. It’s recommended to participate as early as possible, and the event will end early once all spots are filled.

GRVT has started airdrop registration!

There are three options:
1️⃣ 100% fully unlocked at TGE
2️⃣ 200% double unlock after four months
3️⃣ 400% four times unlock after 8 months

#grvt
What have you done today? September 5 1️⃣ @Backpack Points have been distributed. This week was a failed trader (lost on fees + lost on rates + lost on wear + inefficient points), trading rank 700, trading against SOL (blacklisted SOL, weight too low), earned 1644 points. 2️⃣ @zama_fhe has launched a creator program. If you want to join the mouth-licking army, this is a great start. KOLs seem to still be grouping together for mutual exposure with existing traffic support. It’s quite difficult for newcomers to survive in this industry; deposits can’t compete with large accounts, mouth-licking can’t compete with KOLs, and blockchain can’t compete with studios. The best times for ordinary people are already over. 3️⃣ New project push @tempo, a payment-first blockchain incubated by tripe and Paradigm. 4️⃣ Binance invests in @Perena__ launching NFT attention progress @Perenimals 5️⃣ After the Binance ALPHA update, I tried to brush $MCH yesterday at a stable time around 16384U, losing about 1U, but watching the charts made me anxious, so I might not continue brushing. 6️⃣ @reflectmoney A16Z invested stablecoin protocol, visit the official site and fill in the invitation: reflect.money 7️⃣ The perp competition is intensifying @flyingtulip_ High-yield developer Andre Cronje founder Flying Tulip is an on-chain exchange that combines volatility-sensitive hybrid AMM and CLOB, trading rebates, impact-based lending, as well as deposits and forget delta-neutral lending and perps. 8️⃣ In the past six months, after completing withdrawals, there are $150,000 remaining in the circle (currently $300,000). Due to the presence of many whales in the circle, it causes great anxiety for newcomers. Therefore, as someone who entered the circle with 3000 CNY, I have decided to record my daily funding for reference. Today's balance: $306,437.78
What have you done today? September 5

1️⃣ @Backpack Points have been distributed. This week was a failed trader (lost on fees + lost on rates + lost on wear + inefficient points), trading rank 700, trading against SOL (blacklisted SOL, weight too low), earned 1644 points.

2️⃣ @zama_fhe has launched a creator program. If you want to join the mouth-licking army, this is a great start. KOLs seem to still be grouping together for mutual exposure with existing traffic support. It’s quite difficult for newcomers to survive in this industry; deposits can’t compete with large accounts, mouth-licking can’t compete with KOLs, and blockchain can’t compete with studios. The best times for ordinary people are already over.

3️⃣ New project push @tempo, a payment-first blockchain incubated by tripe and Paradigm.

4️⃣ Binance invests in @Perena__ launching NFT attention progress @Perenimals

5️⃣ After the Binance ALPHA update, I tried to brush $MCH yesterday at a stable time around 16384U, losing about 1U, but watching the charts made me anxious, so I might not continue brushing.

6️⃣ @reflectmoney A16Z invested stablecoin protocol, visit the official site and fill in the invitation: reflect.money

7️⃣ The perp competition is intensifying @flyingtulip_ High-yield developer Andre Cronje founder Flying Tulip is an on-chain exchange that combines volatility-sensitive hybrid AMM and CLOB, trading rebates, impact-based lending, as well as deposits and forget delta-neutral lending and perps.

8️⃣ In the past six months, after completing withdrawals, there are $150,000 remaining in the circle (currently $300,000). Due to the presence of many whales in the circle, it causes great anxiety for newcomers. Therefore, as someone who entered the circle with 3000 CNY, I have decided to record my daily funding for reference. Today's balance: $306,437.78
·
--
Bullish
From underground to mainstream, from the fringe to the poker table, the evolution of the crypto world is more and more like the trajectory of HIP-HOP. The original crypto world is like street rap in the 1990s, full of rebellious, anonymous, non-mainstream wild charm. Those initial players believed in freedom, decentralization, and anti-censorship, and engraved "anti-establishment" into the code. Recently, the traditional financial circle has been active, and crypto has gradually moved from "underground culture" to "mainstream business" - just as HIP-HOP entered the Grammys, signed with mainstream record companies, became a trend, and became background music in advertisements. Web3 has also begun to have endorsements, cooperation with major companies, and capital participation from Wall Street and Silicon Valley. The tension and symbiosis between the two: Underground retains the soul of crypto, and Mainstream brings living space. The two are not a choice between the two, but mirror each other and jointly promote the industry. Just like HIP-HOP has underground Freestyle cyphers and superstars on the Super Bowl. The future? More "underground + mainstream" hybrids are emerging: for example, using FHE/ZK technology to provide compliant privacy solutions @zama_fhe; Policy pressure accelerates the division of circles, some projects choose to go public in compliance, while others continue to govern anonymously; The two major camps each have believers: one believes in the immutability of code, and the other embraces the compromise of reality.
From underground to mainstream, from the fringe to the poker table, the evolution of the crypto world is more and more like the trajectory of HIP-HOP.
The original crypto world is like street rap in the 1990s, full of rebellious, anonymous, non-mainstream wild charm. Those initial players believed in freedom, decentralization, and anti-censorship, and engraved "anti-establishment" into the code.
Recently, the traditional financial circle has been active, and crypto has gradually moved from "underground culture" to "mainstream business" - just as HIP-HOP entered the Grammys, signed with mainstream record companies, became a trend, and became background music in advertisements. Web3 has also begun to have endorsements, cooperation with major companies, and capital participation from Wall Street and Silicon Valley.
The tension and symbiosis between the two:
Underground retains the soul of crypto, and Mainstream brings living space.
The two are not a choice between the two, but mirror each other and jointly promote the industry.
Just like HIP-HOP has underground Freestyle cyphers and superstars on the Super Bowl.
The future?
More "underground + mainstream" hybrids are emerging: for example, using FHE/ZK technology to provide compliant privacy solutions @zama_fhe;
Policy pressure accelerates the division of circles, some projects choose to go public in compliance, while others continue to govern anonymously;
The two major camps each have believers: one believes in the immutability of code, and the other embraces the compromise of reality.
How to Survive and Maintain Steady Growth in the Cryptocurrency World Personal operation records, for reference only. Suggestions for optimization are welcome for discussion: Currently, a portion has been withdrawn, enough for about 3 years of expenses. Asset allocation in the cryptocurrency world as shown in the image. The goal for the positions going forward is still: 75% Stablecoins (Stable income to maintain a safety net) 20% Bitcoin (Distribution of cryptocurrency dividends) 4.5% Altcoins (Project interaction and confidence in leaders) 0.5% New projects (The other end of the barbell) Three sectors (Key point: Apply for multiple brand new wallets and distribute funds across multiple protocols) 1. Stablecoin Financial Management 1) Morpho: Annualized 6% app.morpho.org/base/earn 2) Fluid: Annualized 6% fluid.io/lending/8453 Airdrops 1) Asterdex: USDT exchanged for USDF 30x points + 2 months 16% annualized purchase of asUSDF pt asterdex.com/en/referral/74… 2) Huma: Annualized 13% 6 months + 7x points app.huma.finance/#/?referralCod… 3) Soniclabs: Invitation code 5Q0CUB Deposit in Aave Annualized 8% subsidy + 12x points my.soniclabs.com 4) Ethereal: Deposit USDe to earn Ethereal points + 50x Ethena points, then pledge in Morpho to earn 1.5x points deposit.ethereal.trade/points?ref=3F9… 5) Noble: 50% deposited in the financial pool at 14% annualized, 50% deposited in the points pool points.noble.xyz 6) Perena: Invitation code RFBKMI, only deposited LP without boosting trading volume. app.perena.org/rewards 7) Infinex: Hold sUSD worth 1000u app.infinex.xyz 3. Low-cost or zero-cost cashing in 1) @SaharaLabsAI 0 cashing in legends.saharalabs.ai/?code=4Q04HV 2) @recallnet 0 cashing in: boost.absinthe.network/recall/dashboa… 3) @Lighter_xyz Double account matching app.lighter.xyz/trade/ETH?loca… 4) @gundotfun New projects while cashing in Further updates... Finally: Most people come to the cryptocurrency world to make money. Some carry debts, some lose jobs, all harboring hopes of changing their fate. However, the cryptocurrency world is not a paradise paved with gold. If you cannot control your greed and blindly go all in, the loss may leave you with no chance of recovery. For those who have been deeply involved in the cryptocurrency world for many years, once they suffer losses, returning to society often becomes even more difficult. Haste makes waste, especially in a sluggish market environment; preserving your capital and stabilizing your mindset is key. Survive first, advance step by step, to seize future opportunities more effectively.
How to Survive and Maintain Steady Growth in the Cryptocurrency World

Personal operation records, for reference only. Suggestions for optimization are welcome for discussion:

Currently, a portion has been withdrawn, enough for about 3 years of expenses.

Asset allocation in the cryptocurrency world as shown in the image.

The goal for the positions going forward is still:

75% Stablecoins (Stable income to maintain a safety net)
20% Bitcoin (Distribution of cryptocurrency dividends)
4.5% Altcoins (Project interaction and confidence in leaders)
0.5% New projects (The other end of the barbell)

Three sectors
(Key point: Apply for multiple brand new wallets and distribute funds across multiple protocols)

1. Stablecoin Financial Management

1) Morpho: Annualized 6%
app.morpho.org/base/earn

2) Fluid: Annualized 6%
fluid.io/lending/8453

Airdrops

1) Asterdex: USDT exchanged for USDF 30x points + 2 months 16% annualized purchase of asUSDF pt
asterdex.com/en/referral/74…

2) Huma: Annualized 13% 6 months + 7x points
app.huma.finance/#/?referralCod…

3) Soniclabs: Invitation code 5Q0CUB
Deposit in Aave Annualized 8% subsidy + 12x points
my.soniclabs.com

4) Ethereal: Deposit USDe to earn Ethereal points + 50x Ethena points, then pledge in Morpho to earn 1.5x points
deposit.ethereal.trade/points?ref=3F9…

5) Noble: 50% deposited in the financial pool at 14% annualized, 50% deposited in the points pool
points.noble.xyz

6) Perena: Invitation code RFBKMI, only deposited LP without boosting trading volume.
app.perena.org/rewards

7) Infinex: Hold sUSD worth 1000u
app.infinex.xyz

3. Low-cost or zero-cost cashing in

1) @SaharaLabsAI 0 cashing in
legends.saharalabs.ai/?code=4Q04HV

2) @recallnet 0 cashing in:
boost.absinthe.network/recall/dashboa…

3) @Lighter_xyz Double account matching
app.lighter.xyz/trade/ETH?loca…

4) @gundotfun New projects while cashing in

Further updates...

Finally:
Most people come to the cryptocurrency world to make money. Some carry debts, some lose jobs, all harboring hopes of changing their fate. However, the cryptocurrency world is not a paradise paved with gold. If you cannot control your greed and blindly go all in, the loss may leave you with no chance of recovery. For those who have been deeply involved in the cryptocurrency world for many years, once they suffer losses, returning to society often becomes even more difficult. Haste makes waste, especially in a sluggish market environment; preserving your capital and stabilizing your mindset is key. Survive first, advance step by step, to seize future opportunities more effectively.
Participate
Participate
Binance Announcement
·
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New Feature Launch: Use Your Trading Platform Funds to Trade on Binance Wallet and Participate in the Exclusive Bedrock (BR) Token Airdrop Event!
This is a general announcement; the products and services mentioned may not be applicable to your region.
Dear Users:
The Binance wallet team has launched the 'Trade on DEX with CEX funds' feature, allowing Binance users to use funds from the Binance trading platform (CEX) to trade millions of tokens on the Binance wallet trading chain.
To celebrate the launch of the new feature, Binance Wallet will hold a Bedrock (BR) token airdrop event! Users who sign up during the event period [报名参与](https://www.binance.com/zh-CN/events/br-token-giveaway), and use their Binance trading platform spot or fund account balance to accumulate purchases of any tokens totaling $50 or more in the Binance wallet, will receive a reward of 100 BR (worth $10) on a first-come, first-served basis.
Invest in these two ceilings the highest Broccoli (CZ'S Dog) contract address: 0x6d5AD1592ed9D6D1dF9b93c793AB759573Ed6714 mubarak (mubarak) contract address: 0x5c85d6c6825ab4032337f11ee92a72df936b46f6 Among these tokens Broccoli (CZ'S Dog) contract address: 0x6d5AD1592ed9D6D1dF9b93c793AB759573Ed6714 Undoubtedly has the greatest potential and imaginative space, think about Doge, shib, pepe Things like tst tut listing on Binance is its endpoint, not the starting point, expand the perspective, don't just look at the moment of listing. @cz_binance @heyibinance
Invest in these two ceilings the highest
Broccoli (CZ'S Dog) contract address: 0x6d5AD1592ed9D6D1dF9b93c793AB759573Ed6714

mubarak (mubarak) contract address: 0x5c85d6c6825ab4032337f11ee92a72df936b46f6

Among these tokens
Broccoli (CZ'S Dog) contract address: 0x6d5AD1592ed9D6D1dF9b93c793AB759573Ed6714

Undoubtedly has the greatest potential and imaginative space, think about Doge, shib, pepe

Things like tst tut listing on Binance is its endpoint, not the starting point, expand the perspective, don't just look at the moment of listing.
@cz_binance @heyibinance
Binance Announcement
·
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Binance will launch the first voting listing event
This is a general announcement, and the products and services mentioned here may not be applicable in your region.
Dear users:
Binance highly values the many valuable opinions of the community, and we have always stood alongside the community. Binance's growth and success rely on the support of the community. Recently, we launched [两种社区共同治理上币机制:投票上币和投票下币](https://www.binance.com/zh-CN/support/announcement/detail/36ffe72dc0a84601af3143ad9196571e) to strengthen the management of listings and empower community users with more decision-making rights.
We now invite users to participate through Binance Square's [官方帖子](https://www.binance.com/square/post/21761942594842) (this page will go live 30 minutes after the announcement is published) and vote on the first batch of voting listing projects. The first batch of voting listing pool only includes BNB smart chain tokens from Binance Alpha. Future voting rounds will expand to all tokens in Binance Alpha.
$XRP 🚨Breaking News: NYSE Arca has officially proposed to change the rules for Grayscale's #XRP Trust Spot ETF! If the application is approved, Grayscale's XRP Trust will enter one of the largest exchanges in the United States, NYSE Arca. $XRP {spot}(XRPUSDT)
$XRP 🚨Breaking News: NYSE Arca has officially proposed to change the rules for Grayscale's #XRP Trust Spot ETF!

If the application is approved, Grayscale's XRP Trust will enter one of the largest exchanges in the United States, NYSE Arca.
$XRP
The biggest obstacle to strategic Bitcoin reserves is not the Federal Reserve, the Treasury, banks, or Elizabeth Warren. It is Ripple/XRP. They are actively lobbying against SBR, pouring millions of dollars into politicians, desperately trying to undermine it. During the Biden administration, they took the same measures to attack Bitcoin mining. Clearly, they want to protect their marketing narrative and promote the establishment of CBDCs on their platform. $XRP
The biggest obstacle to strategic Bitcoin reserves is not the Federal Reserve, the Treasury, banks, or Elizabeth Warren.

It is Ripple/XRP. They are actively lobbying against SBR, pouring millions of dollars into politicians, desperately trying to undermine it.

During the Biden administration, they took the same measures to attack Bitcoin mining. Clearly, they want to protect their marketing narrative and promote the establishment of CBDCs on their platform.
$XRP
·
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Bullish
Lido and P2P.org founder Konstantin Lomashuk created the 'Second Foundation' for Ethereum. $ETH {spot}(ETHUSDT)
Lido and P2P.org founder Konstantin Lomashuk created the 'Second Foundation' for Ethereum. $ETH
$TRUMP Latest news: President Trump discovered he made billions launching memecoin and said it was just a piece of cake.
$TRUMP Latest news: President Trump discovered he made billions launching memecoin and said it was just a piece of cake.
Breaking News: The U.S. Securities and Exchange Commission (SEC) has established a new cryptocurrency task force, led by Commissioner Peirce, aimed at creating a clear regulatory framework for the cryptocurrency industry. #特朗普就职后行情怎么走?
Breaking News: The U.S. Securities and Exchange Commission (SEC) has established a new cryptocurrency task force, led by Commissioner Peirce, aimed at creating a clear regulatory framework for the cryptocurrency industry.

#特朗普就职后行情怎么走?
$XRP Latest News: New Ripple advertisements have been discovered across Washington, D.C.
$XRP Latest News: New Ripple advertisements have been discovered across Washington, D.C.
🇺🇸Now: Utah has just proposed a bill that gives the state the power to invest in 'digital assets'. This bill paves the way for Utah to invest in #Bitcoin and other digital assets.
🇺🇸Now: Utah has just proposed a bill that gives the state the power to invest in 'digital assets'.

This bill paves the way for Utah to invest in #Bitcoin and other digital assets.
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Bullish
🚨Today: Trump's World Liberty Financial purchased a total of 14,403 shares of $ETH worth approximately 48 million dollars. $ETH {future}(ETHUSDT) $ETH
🚨Today: Trump's World Liberty Financial purchased a total of 14,403 shares of $ETH worth approximately 48 million dollars. $ETH
$ETH
$TRUMP Trump’s wife issued a coin today
$TRUMP Trump’s wife issued a coin today
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