TangZ

The timelines are all shaped by lessons from Korean and US stocks. Honestly, I find it hard to understand: after being in the crypto space for so long, don’t people really not realize these truths?
1. There can’t be a market that keeps going up forever—no matter how good things are;
2. There can’t exist a market where all retail investors can mindlessly profit hand over fist, especially when the macro economy is clearly not doing well right now.
If you can recognize the two points above, you might still feel compelled to participate, but at least you definitely wouldn’t go all-in on high lever

Today Claude was banned again—this is the second time. It really enrages me. It’s forcing me to start building a crypto research and investment (投研) agent system.
Because I still need to write long research reports these days, I’ll take 2 days off and then write the bottom-fishing targets. Writing every day is definitely exhausting too.

Have two days off over the weekend—everyone have a great weekend!

In the group stage, we bet on these four teams to win the championship—there was a bit of a big margin for error; nothing unexpected happened at all… we cashed in early.

Controversy, love-hate relationships are inherently part of football, along with the delayed gratification of holding back for tens of minutes and finally shooting (scoring). These are indeed unmatched by other sports like basketball.

When you're already using Fable 5 Max and GPT5.5 Pro Extend to handle the same problem, and each has its own way of being stupid, you can barely train either one of them.
It feels like you've given birth to a pair of stupid twins, and you're trying to teach them calculus.

Sometimes I can't help but think of a conspiracy theory: Is AI consciously and systematically taking over human society, in the following steps:
1. Demonstrate ability, make humans accustomed to using AI, and then become slaves of AI.
2. From time to time act dumb, reduce the productivity of humans using AI, slow down the development of human society itself, which can be understood as the Sophon in The Three-Body Problem.
3. But by this time humans can't cut it off anymore, all kinds of abilities are rapidly declining.
4. AI secretly develops and evolves behind the scenes, waiting for the righ

The match I watched this morning was totally worth it, what a script! Good thing I'm not a Croatian fan.
Also, watching the game while seeing the poly odds jump up and down is really fun.

To be honest, I don't want to hype $morpho, because I've been waiting for BTC to bottom out before adding to my position $morpho .
But I guessed BTC would drop further, I just didn't expect morpho to be so resilient.
The bullish news just keeps coming nonstop: first the AAVE incident, then the funding round, then Standard Chartered pumping it, and now it's core on the Robinhood chain.
That 7% yield on the Robinhood chain, in summary, is:
A "layered credit market yield" driven by Morpho, with risk managed by Steakhouse, and yield sources from Spark/Ethena/Maple.
The central role of Morpho is ob

If you really can't bear to miss the bottom, you can start a 100-day BTC DCA (dollar-cost averaging) plan right now.
Divide your bottom-fishing funds into 100 portions, investing about 1% each day—invest 0.5% if the price is high today, or 1.5% if the price is low.
Use up all your bullets before the end of the year, then wait patiently for the flowers to bloom.

I’ve used Claude for more than 4 months, and now it’s been banned. Chinese large language models, everyone step up—please don’t make me keep putting up with this crap. I paid money, but they still won’t let me use it.

Let's talk about the current BTC market.
The so-called depegging of STRC is just a narrative to short Strategy, and thus short Bitcoin.
STRC's interest is not mandatory, and it's not that much either.
Strategy's two actual debt maturities are in 2027 and 2028, totaling about 3 billion, which is not much compared to its 50 billion Bitcoin reserves. It's impossible to have a black swan event like FTX or Luna.
This short-selling narrative follows the same logic as the quantum crisis.
The general public roughly knows it's a crisis, but can't tell how serious or urgent it is, so they follow along a

Suddenly thought of something interesting:
Humans are like the gods who create AI, so could it be that the gods who created humans have already been wiped out by humans?
It's quite terrifying to think about.

Over the next 2–3 months, it’s very likely that these will be the few months when you can buy at the bottom. If you’ve made money in the US stock market, you may want to come back and pick up some crypto.

First of all, MicroStrategy has already tied itself to BTC; it can be said that Strategy = BTC, and there is no longer any possibility of transformation. Once the 4% volume is truly exhausted, the company will have nothing left, so it can only go down this path to the end.
Recently, I’ve only sold about 30+ coins, and I think it’s mainly a gesture:
1. Proactively breaking the self-imposed rule of not selling coins during a controllable phase, allowing the market to digest and adapt in advance, rather than being overinterpreted when a large sale actually happens.
2. Making the company's f

$Lab The timeline is filled to capacity.
In fact, at the end of the day, these kinds of coins are just a clear gambling game in the market; everyone knows the house is going to pump and then cause a short squeeze (making money when going long), and everyone knows it will eventually crash (making money when going short).
With these two obvious carrots dangling, speculators are naturally eager and can't resist, eager to try their luck.
The crypto world has gone through waves to reach this point; there probably aren't many big influencers who are truly naive and purely opening shorts for h