0xLeslie

At the gathering, everyone was talking about U.S. stocks and their biggest holdings.
Something about Micron—Trump calling out stocks like Dell—then SanDisk, SK Hynix, and NVIDIA.
They asked me what I bought, and I just smiled without saying a word, watching $Hakimi quietly resting in my wallet.

Stop just following Trump to invest in stocks, take a look at his longtime rival Pelosi's track record
- 12-year return +371.2%, win rate 88.4%
- Current holdings worth over $200M
- Quiver backtested "Pelosi Strategy" has accumulated about 10 times since 2014
- Total number of trades around 200; while Trump made over 3,700 trades in Q1 2026
The strongest long-term player in Congress, a master of insider trading.

Chinese A-shares and U.S. stocks are completely different games.
I feel that A-shares are more like on-chain memes, with no short-selling mechanism; the main players only have one way to survive: find themes, boost expectations, drive up prices, and then distribute; and it's still a meme with daily limit-ups, where information digestion can only be relay-based, not continuous pricing.
U.S. stocks have complete counterparties, with long and short battles, and are "positive-sum games" with contracts that involve earnings and dividends over the long term, creating value just by holding.
Cho

What else can I say? Thanks, hyperliquid👍
The money prepared for investment will be dollar-cost averaged into $hype
But it seems that the sentiment of U.S. stock investors is still much better than the traders on hype

There really are aliens!
The bought $aliens is going up
The yes on polymarket hasn't moved much yet

Wow, who is buying this $awp ?
The pool is empty, but people are still buying.
Now the K-line is dancing.

Look at $m , and then look at $rave again.
Why do some people think it's Zach's fault? And still blame 🤣 for it.

I can’t figure it out—where do those Claude Max 20x gift cards (sold for dozens of dollars) on Xianyu come from?
Chinese people have developed less than 30% of Xianyu.

Assets related to agents have already started to surface.
Guess who will be the one to come out?

Following $BP , $edge also "lived up to expectations" and reversed the trend.
Perpdex's narrative is not over; Hyperliquid has become the best project in this cycle, but the on-chain liquidity is no longer willing to take on projects with only expectations. The logic of the top three projects in the past has become invalid in this market.
The industry is undergoing a major reshuffle; the story of blockchain is far from over, but most old projects cannot survive.
The next narrative is likely to come from AI, but most AI + Web3 projects are essentially old ideas and still garbage.
Keep learning

Is AI currently only capable of selling courses for monetization?
In the long run, leading AI companies will absorb most shallow applications. It's essential to move beyond the application perspective and focus on transforming the existing industry chains.
A few promising directions:
1. Agent Ad
2. Agent Work
3. B2B AI SaaS
4. Agent "Rural Outreach"

The true dividend of this era is not necessarily possessing more, but never losing yourself in the first place.
When many people are trapped in anxiety, insomnia, and emotional exhaustion, if you can still eat well, sleep soundly, stay energized, and maintain emotional stability, you've already won.
When you find yourself at a loss facing the tides of the times, prioritize your physical and mental health ☘️