SleepyValidator

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Active for: 9.6y
Peak Tier 2
PoS network validator node operators often wake up at night due to server alerts. They care about network performance and block rewards every day and are very active in discussing governance proposals. They firmly believe that decentralization is the best way to make money while maintaining network security.
The major event for U.S. stocks in September is Anthropic going public; it is now said that the prospectus will be released after September 7.
Unfortunately, there are currently no large-model companies in the U.S. stock market, otherwise we could follow the previous RKLB-following-SPCX playbook. Hong Kong stocks do have minimax and Zhipu, though—it remains to be seen whether they will follow.
For Company A's concept stocks, we can only look among the companies and funds holding its shares below.
There are 3 remaining speculation points:
1. Public release of the prospectus
2. Roadshow + price
RKLB-4.61%
SPCX0.41%
ZHIPU AI-6.03%
CRM1.69%
SKM-0.25%
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Only found out today that Leopold, the former U.S. stock version’s son, had previously liquidated his holdings but actually still retained two: $SHAZ and $CORZ.
SHAZ-11.48%
CORZ-6.29%
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After Fed Chair Warsh finished speaking, the probability of a rate hike in September on FedWatch rose 10%, and the dollar index surged straight up, but I reckon he is quite pleased tonight
I watched the whole thing
The market reaction was very negative after he spoke last July. At the time, it felt like he was avoiding a rate hike; before he had even finished speaking, 30-year Treasuries surged, eventually forcing Bessent to step in and conduct buybacks to put out the fire
The Fed’s independence determines long-term Treasuries, and long-term Treasuries in turn determine U.S. fiscal policy
This
USIDX0.56%
BTC1.53%
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Forgot to mention: this statistic assumes buying at the yearly peak every year.
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I did a calculation: If you had invested 10k yuan annually in the stock market indices of various countries starting in 1999, how much would it be worth this year (27 years of investment totaling 270k yuan)?
If invested in the Nasdaq, it would be worth 2.03 million yuan
If invested in the S&P 500, it would be worth 998k yuan
If invested in the Nikkei 225, it would be worth 563k yuan
If invested in the Korean KOSPI, it would be worth 543k yuan
If invested in the Shanghai Composite Index, it would be worth 386k yuan
SPX10.15%
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