CJ_Blockchain

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When I first went abroad, I linked my credit card to my dad's, so I didn't need to check in regularly.
As long as there are daily transaction records, my parents know you're safe.
During the New Year, everyone in the group chat stopped talking, but from time to time, transaction records pop up from FOMO, and I know they're still alive, and even have time to play memes.
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I think in the AI era, Apple might still be the winner.
It seems like they are falling behind now, but in terms of entry points, Apple still has an unbeatable advantage.
The future that Doubao Phone can achieve, Apple can also do,
and they can leverage Apple's strong position to prevent other apps from restricting it.
Zero code, zero cost, directly turning your phone into your Openclawd.
The problem is, how did AI fall so far behind, and why isn't the valuation taking a hit? I'm convinced.
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A one-sentence summary of the major targets of Hang Seng Tech:
Tencent—AI lagging behind, other sectors being outperformed by ByteDance, major shareholder continuously selling pressure.
Alibaba—AI suspected to be ahead, but still competing in food delivery; Wang Xing probably offended Jack Ma in a past life, and the management team is a mess.
Baidu—Trying to diversify but failing, relying on Q&A.
Xiaomi—Liu's reputation damaged, vehicle sales stagnant, help us.
Meituan—Initially outperformed by JD.com, then overtaken by Alibaba. Heartbreaking. Also, the food delivery business, which is profita
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What exactly is Pinduoduo hiding from us?
PE is only 10
Market capitalization is 146.1 billion USD
Cash and short-term investments on the books amount to nearly 60 billion USD
It looks like an ultimate unbeatable golden opportunity.
But I always feel there's some big hidden risk waiting for me.
Just saying that management doesn't want to make money isn't enough to explain it.
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The advertising density on this year's Spring Festival Gala is just too high. The highest ever?
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There’s no news from the domestic front about the Winter Olympics this time. Looking at the medal tally, I understood.
You say Eileen Gu is the number one in geographical arbitrage, but if she had been born 5 years earlier or later, she wouldn’t have been able to attend the Chinese Winter Olympics.
Then her geographical arbitrage plan wouldn’t have achieved the current effect.
Fate and destiny!
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After the Bankr gameplay is restricted by X, will everyone rush to Virtual?
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Meituan management has been tirelessly turning all shareholders into delivery drivers.
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Human development of prediction markets is still less than 1%.
As mentioned before, essentially Polymarket can become a spy game bounty platform.
For example, you bet 1 million USD on
xx country will not initiate military action "NO",
and if one day suddenly a large sum of money comes in to buy "YES",
it basically means insider information is telling you an attack is coming.
That 1 million USD is essentially a bounty.
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After the Molt era, the projects that are rising are essentially using the same playbook as celebrity coins.
The original celebrity coins, celebrities had little influence, and daily tweets had only a mediocre effect and even lowered their status.
Now, the approach has shifted to using the agent they post on as the carrier for celebrity coins,
so these celebrities or developers can create a sense of responsibility through "build."
For example, Antihunter, Kellyclaude—basically, you're not just buying the agent itself, but the person behind it.
The reason for buying could be that the
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Here's a New Year joke
I suggest creating another group for a chain game.
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Recently, I really enjoy watching "Brother Yong Talks about Catering."
It contains many classic cases, but the summary is basically:
selling milk tea next to Mixue Bingcheng,
selling coffee next to Luckin Coffee.
And most of the people who get scammed are the poor.
The money of the poor is easy to deceive but hard to earn.
If you want to sell them some dry knowledge online courses or site selection strategies for 299, they simply won't buy it.
But if you let them take out a loan of 300,000 to open a store and earn passively, they will flock to it and expect to recoup their invest
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In recent weeks,
the mantra for global asset allocation is "ABC"
—— Anything but Crypto
The mantra for U.S. stock asset allocation is "ABT"
—— Anything buy Tech
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Current status of Base token selection:
Verified dev > Anonymous dev
High posting frequency > Low posting frequency
Having a product > Just talk
All very logical.
Then, since Bankr switched the launch platform from Clanker mode to Doppler mode, it has never launched a project exceeding 300K tokens.
Want to know why? Guess who was the last project to use Doppler?
— ZORA
Got it? The greedy Bankr dev, in order to avoid paying the 0.2% fee, is too lazy to develop themselves and directly used the anti-sniping, lowest liquidity launch mode.
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Many people say that Disney's VIP experience is really worth it, spending money to buy time and experiences.
But I actually think that occasionally waiting in line for one or two rides is pretty good,
In this fast-paced era,
I don't watch movies; if I do, I watch a 3-minute clip that covers the entire series.
I don't read articles; AI helps me summarize a few key points.
A few months ago, I went to Happy Valley with my wife,
In the evening, my phone was almost out of battery,
Watching the sunset, feeling the breeze,
While waiting in line, watching others ride the drop tower and
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The development speed of AI applications is so fast that we absolutely can't rely on AI application iterations to find investment logic. Previously, Kuaishou KeLing was very impressive, with strong monthly active user and revenue data. But as soon as ByteDance's Seedance 2.0 was released, Kuaishou dropped by 5 points today. Often, what you think is leading may just be because other competitors' products haven't been launched yet.
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The recent collective plunge of Hengke or Chinese concept stocks actually started with the investigation of Ctrip. Against this backdrop, the so-called shareholder returns are indeed a joke. So we can see that Pinduoduo with a PE of 10 and Longyi Technology stocks like Tencent with a PE of only 20.
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Looking around the internet for Chinese concept stocks, there's none that is perfect. The perfect one hasn't gone public.
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Elon Musk's real version: Answer to the crypto meme, riding on Musk's coattails for a 10x surge. A-shares photovoltaic sector also hit the daily limit after riding on Musk's hype. The industry's version of the answer.
MEME-1,25%
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