dannyy

Back when I was still studying at a vocational school, a visiting scholar came to give a talk and roughly described this rule:
Either debt is high and stocks are low; or debt is low and stocks are high.
If both are high, then something is wrong… 😄
The market’s current assumption is that even if debt is high, AI stocks will deliver higher returns, after all, the demand for AI is right there.
So the question is, what about crypto?

As long as it is 2C-facing, whether it is crypto or AI, it cannot avoid distribution channels; the only difference is that the content is different.
The liquidity of AI models and crypto may still differ (as training methods and computing power become more widespread), but the differences in liquidity are broadly similar.
Think of it as a supply chain analysis of computing power: there are chips, electricity, optical connectivity, and so on—where does the first-hand supply begin? (In crypto, where does the initial liquidity begin, and where does it flow?)
So rather than looking at sector

A while ago, while consulting for friends at several exchanges, I realized that many people actually don't know why $KORU has consistently ranked among the top five in stock perps by trading volume.
Even this ETF's underlying stock trading volume (30m) has consistently been lower than that of perps.
I see that many people don't even know what $KORU is? 🤣 Hahaha.

Damn, why is the app posting memes now too…
Could this be some kind of signal…

Some folks asked me whether writing on Substack can make money for readers?
No—or rather, it’s difficult. Writing about mechanisms and explaining principles doesn’t make money directly (or, put another way, it helps you lose less).
Usually, it’s about sharing opinions: being bullish on this, bearish on that, buying this, selling that... The traffic and results are much more obvious this way.
And the shorter-term the trades, the better the results and traffic—immediate results～
But why am I still willing to write about principles and mechanisms? Aside from the fact that my ability isn’t good en

well, why I’m currently not really recommending that everyone rush in just because they see $BNC ’s discount is mainly because
1. Structurally, 10X founding partner Hans Thomas formally resigned as a director on March 20, 2026, but the dispute between BNC and 10X Capital Partners over the 20-year Asset Management Agreement (AMA) they signed is not over yet—that is a management fee contract currently worth $18 million... (one-tenth of CEA’s market cap)
2. Entities affiliated with 10X Capital (10X LLC, 10X Capital Partners LLC, and 10X BNB Cayman Sponsor) should hold quite a lot of $bnc shares

Previously, everything could be a meme
Now everything can be perps
The main theme of this cycle

After looking at yesterday’s PPI, wild guess:
1. Today’s CPI should be explosive (it’s all oil, after all～)
2. Even so, the FOMC won’t hike rates next week.
The whole point is: don’t listen to what I say—let the market price it in itself.

As a greasy old-timer, my advice to all you fellow old Chinese dudes is that, compared with thin muscles, thick muscles, small muscles, or big muscles, controlling blood sugar and visceral fat is more important.
And if you say exercising is difficult, going hungry is hard, you have no way to eat clean, or you don't want to eat boiled food, there are actually two super-simple habits that will make an immediate difference once you change them:
1. Eat whole, natural foods
Eat apples instead of drinking apple juice; eat chicken instead of chicken sausages
That means avoiding ultra-processed foods;

To be fair, although $BNC is a very suitable asset for stock perps to feed back into the spot market, the U.S. stock market really isn't interested in this asset.
According to the 10-K disclosure (April 30), CEA (the DAT for coin:native) holds 515,544 coin:native. At $750 each, its value today is approximately $386m.
At the September 8 closing price of $5.25 (up 50%), with 41,263,850 common shares outstanding, CEA's market cap is $216.6m.
Here's where it gets interesting: if you calculate Market Cap / BNB Value, you'll find it is only 216.6/386 = 0.56x.
In other words, this company's asset va

At this point, does getting into $Hakimi count as fulfilling whose long-held dream?
@Web3Feng Is it you?

If I remember correctly, the 8.22 market saw $ena $pepe $wif $trump take turns dominating the gainers list
Oh, what a coincidence—tomorrow is Saturday too
Let’s see tomorrow whether history repeats itself
Or whether nothing happens 🤣