币圈“巴菲特”

$DOGE has adjusted for 17 months, and indeed, DOGE has taken off. Elon Musk has gathered enough chips to start pumping. Old Ma really has a soft spot for 🐶 dogs, with the previous Space Dog and now the Dogecoin relay. POW tokens are in line with the trend of the times; how much have you seen this wave? #波动雷达：币种异动观察 $DOGE

Every time there is a change in the Federal Reserve chair, does it cause a major earthquake in the crypto world? Can this time change the historical pattern? Let's take a look at how much $BTC dropped during each chair change: Yellen -> $BTC dropped 83%; Powell -> $BTC dropped 73%; Powell -> $BTC dropped 61%. Waller -> ?????? I am not very optimistic about $BTC in the coming days; multiple factors, including politics, economy, and culture, have not shown any positive signs. I suggest focusing on short positions or not trading during the chair change days; history will not completely repeat itself, but it will be remarkably similar. #沃什提名落定：首位持币Fed主席 $BTC @OKX星球 @八喜Zora_OKX @米妮Minnie_OKX @可乐Cola_OKX

$ORDI has been half a month since the last ORDI surge. Riding the coattails of the last $RAVE, it surged again. Currently, it's fluctuating around 4.5U, looking like it has stabilized at the bottom, aiming to maintain an upward trend. To be honest, I still have a lot of feelings for inscriptions because this is the last waltz of the real crypto world. It's the only time retail investors have won against capital in a clear sense. It's the only time exchanges have bowed down to understand retail sentiment. Since then, the crypto world has changed, influenced by various news and controlled by many forces. The entry of capital brought liquidity but also nightmares for retail investors. Making money has become incredibly difficult; capital's layout can last for ten years, while retail investors' layout is just three seconds without a rise? They sell. This misalignment in the hunting competition? Are you sure you can win? 🥇 The rise of ORDI carries the unyielding determination of retail investors and their dissatisfaction with capital. If we go back to the previous 70U for ORDI, would anyone want it? Would you still say: "No way, it's too expensive"?

Musk vs Ultraman, the century trial, worth 130 billion, the tears of dinosaurs 🦖🥺 #马斯克vs奥特曼：$1300亿AI世纪庭审 Watching Musk in court, heartbroken, saying "we can't drain the charity," my first reaction wasn't to be moved, but rather a sense of physical discomfort. This isn't about rights protection; it's clearly the most ruthless move in a commercial battlefield, the "guillotine." 1️⃣ The so-called "original intention" is actually "sour grapes." Musk's current identity is extremely awkward: plaintiff + CEO of xAI, a direct competitor to OpenAI. OpenAI's lawyers directly characterize this as a "harassment strategy," which I fully agree with. The trial revealed that his actual donation back then was only 38 million dollars, far below the promised 1 billion, and he only stopped donating after failing to gain control. Now, seeing OpenAI's valuation soar to 850 billion dollars, with Microsoft's 13 billion investment coming to fruition, he can't sit still. Can the jury believe his "charitable crusader" persona? I have my doubts. 2️⃣ "Species discrimination" exposes the absurdity of AI safety. The most surreal detail of the trial is "species discrimination." Musk claims he was scolded by Google's Page for favoring humans, which made him angrily establish OpenAI. If this is true, then the world-shocking AI safety movement originated from a petty quarrel. This makes me feel that the entire industry's safety narrative is hypocritical—founders themselves haven't figured it out, yet they want all of humanity to pay for their personal grudges. 3️⃣ If he wins, the AI industry will regress by 5 years. Musk demands a return to pure non-profit status, the removal of Ultraman, and open-sourcing AGI. If he actually wins: Capital flight: Microsoft's investment goes down the drain; who would dare to invest in long-term AI infrastructure in the future? A non-profit shell can't support the trillion-level computing costs. Logical subversion: OpenAI's charter clearly allows for "for-profit subsidiaries," and legally, it's hard to say he is absolutely right. This move seems more like a delaying tactic, using litigation to slow down the opponent's IPO, giving xAI precious time to catch up. My judgment: Don't be fooled by moral tears. This is a commercial ambush using the law as a weapon. What Musk cares about is not whether AGI is safe, but "why am I not the one making money?" In essence, it's all a struggle for interests, just a matter of whose butt decides their brain. #马斯克vs奥特曼：$1300亿AI世纪庭审 @OKX中文 @OKX星球 @八喜Zora_OKX @米妮Minnie_OKX @可乐Cola_OKX $BTC $ETH $SOL

Trump's "Suffocation War": When Iran's oil tanks are full, the road for Crypto is also blocked After just reading the news from The Wall Street Journal and the Treasury Department, it feels like this time the U.S. blockade against Iran is no joke. Trump has abandoned the "loud" bombing approach and chosen a more insidious tactic—long-term economic suffocation. As someone who pays attention to macroeconomics and Crypto, I think this move might be harder for Iran than being bombed. 1️⃣ Physical Blockade: Oil can't be sold, tanks are filling up The core strategy is to choke off the Strait of Hormuz. According to the latest data, traffic through the strait has plummeted by 95%, which is equivalent to directly cutting off Iran's lifeblood. The most critical issue is the storage space for oil. The storage capacity at Iran's main export terminal, Kharg Island, is nearing its limit. Some analysts predict that in just a few days, the land storage tanks will be completely full. Although they are using tankers as "floating storage," this won't last long. Once there is no place to store the oil, Iran will be forced to shut down wells and reduce production. This is not just about losing some money; once the wells are closed, restarting them could lead to permanent capacity damage. Currently, it is estimated that if the blockade continues, Iran's daily production could decrease by 1.5 million barrels, resulting in a direct loss of about $170 million in revenue each day. 2️⃣ Financial Strangulation: The Crypto route is also blocked If blocking the ports is like cutting off their limbs, then the Treasury's actions are like digging into their hearts. Treasury Secretary Scott Bessent has made it clear that they want to target Iran's "shadow banking" and cryptocurrency channels. On April 24, the U.S. Treasury's Office of Foreign Assets Control directly froze approximately $344 million in cryptocurrency assets related to Iran. This indicates that Iran's previous method of bypassing dollar settlements through Crypto has now also come under U.S. scrutiny. Previously, many thought on-chain assets were anonymous and secure, but now it seems that in the face of national-level sanctions, on-chain traceability combined with exchange KYC can also deliver precise strikes. This serves as a significant warning for countries attempting to evade sanctions using Crypto. 3️⃣ Personal Perspective: Why is "suffocating" worse than "bombing"? Trump's choice of this tactic indeed reflects a business mindset: Low military risk: No casualties, less domestic anti-war pressure. High economic damage: Let Iran watch its economy bleed out little by little, yet unable to retaliate directly. The warning for Crypto: Many used to think Crypto was a "safe haven" under sanctions, but this time the U.S. has directly frozen wallets, indicating that regulatory reach has extended to on-chain activities. For ordinary holders, the importance of compliance has risen to another level. Currently, WTI oil prices have reached $102, and if the blockade continues, oil prices are likely to remain volatile. For us, paying attention to geopolitical issues is also about ensuring the safety of our assets. Iran's example tells us that in the face of absolute political power, the survival space for technology and Crypto is being compressed. Sigh, the common people suffer, forget, the common people suffer #美伊谈判僵局：三阶段方案遭特朗普否决 @OKX星球 @八喜Zora_OKX @可乐Cola_OKX @米妮Minnie_OKX

$ZKJ plummeted 232 times before a violent rebound, can we chase this wave? Brothers, $ZKJ has been quite active these days, rising from a low of 0.01U to 0.049U, rebounding several times. But I need to pour some cold water on this: First, let's look at the data: The historical high of 2.32U dropped to a low of 0.01U, which is a drop of 232 times. The current price of 0.038U is still only 1.6% of the high, still at the "ankle cut" position. Why the sudden surge? 1. Oversold rebound From 2.32, it fell to 0.01, the drop was too deep, and there is a technical need for recovery. 2. Riding the wave of the ZK track Recently, the concept of zero-knowledge proofs (ZK) has warmed up, and although $ZKJ has changed its name, it has caught some of the heat. 3. Small market cap is easy to manipulate Currently, the circulating market value is only 7-12 million USD, and a few hundred thousand dollars can trigger a wave. This is not a reversal, but a self-indulgence of the funds in the market. What’s next? Short-term temptation, huge risks. 1. Heavy trapped positions above From 0.038 upwards, 0.05 and 0.1 are all dense trapped areas. Once it rebounds, there will be a lot of selling pressure. Want to break even? Difficult. 2. Fundamentals remain unchanged The previous flash crash event (an 80% drop in one day) has left the community with no confidence, and the label is still "high-risk shitcoin." 3. Operation suggestions Holders: This rebound is an opportunity to exit. Those wanting to chase: Absolutely don’t! It’s too close to the previous low of 0.01, and once it pulls back, it’s a halving. If it breaks below 0.025, it’s highly likely to test the bottom again. Personally, I think this is a "flash in the pan," not a "bull market return." Without trading volume support and substantial good news, all rises should be seen as a wave to escape. High volatility, small market cap, the risk of going to zero is extremely high. If you want to play, use money you can afford to lose, and be prepared for a 50% drop at any time.

The god of the first generation, LetsVPN Fast Connect, the tool that allowed Chinese people to first open the door to the world, quietly comes to an end. It was never perfect, with lag, disconnections, and much controversy, yet it was simple and pure enough. No complicated settings were needed; with one click, you could step out of the walls, becoming the first window for countless people to glimpse the overseas world and look into the distance. The first time seeing the world, the first time logging into foreign cryptocurrency websites, the first time opening YouTube were all accomplished with the help of Fast Connect, marking significant firsts in life. There was no grand farewell, no plot twist, just a powerless continuation, quietly exiting the stage. Over the years, familiar cross-border entrances and old tools have disappeared one by one, like the tide slowly receding. We didn't have time for a proper goodbye; one day we saw the news and suddenly realized that a fragment of an era had vanished. In the future, there may be new tools and new technologies to navigate around, but that initial thrill and freshness of breaking through barriers and seeing the vast world can never return. Full of regrets of youth and the times. #FastConnect exits China $BTC

Powell's interest rate decision on April 29, the last press conference at 2:30 AM, where will $BTC go? Tomorrow is Powell's "final battle," and it's a done deal that interest rates 💰 will remain unchanged, with a 99% probability, so there's not much suspense. What I'm interested in is his wording and demeanor. I think, with his seasoned politician style, he will likely be "dovish," saying things like "data-dependent" and "closely monitoring," smoothly passing the baton to his successor, Waller. After all, leaving a mess for the successor is not as good as leaving a loose expectation. What about the market impact? Historical data is quite interesting; in the past 9 FOMC meetings, BTC dropped 8 times, showing a tendency of "good news being fully priced in as bad news." So no matter what he says tomorrow, short-term volatility is likely unavoidable. I believe the key support level is around $77,000 - $79,000, which is the holding cost area for many institutions, and it won't be easy to break. Unless old Powell suddenly turns hawkish 🦅 at the last moment and mentions something about oil prices and inflation, then it might test $75,000. In the long run, I'm more concerned about Waller taking office in mid-May. He has clearly stated that digital assets belong to the financial system, and this attitude is very important. This means that future monetary policy may have to consider the liquidity of the crypto market as well. This might be the real beginning of long-term good news.

$BTC MicroStrategy is really bold, buying more and more Bitcoin 🫓 Just announced the purchase of 3,273 Bitcoins for $255 million! Total holdings exceed 818,334 $BTC At this buying speed, it will soon surpass Satoshi Nakamoto to become the largest institutional holder However: I have to pour cold water on this It seems that institutions are also big retail investors in the face of trends; the crypto world specializes in dealing with all kinds of discontent. First there was Sequoia, then Grayscale, and FTX also collapsed without warning. No one can fight against the cycle As the saying goes, when the time comes, the world works hard, but heroes are not free when luck runs out The biggest difference between institutions and retail investors is that they can withstand the cycle and wait for recovery, while you cannot Cherish your own $BTC #IBIT期权历史性超越Deribit @OKX星球 @可乐Cola_OKX @八喜Zora_OKX @米妮Minnie_OKX

Sharing my financial freedom: 30 million in savings, 4% annual interest, fixed income of 1.2 million, which is 3200 a day. I wake up naturally every day, and the only worry upon waking is how to spend 3200. Normal meals, work, sleep, and rest. Occasionally going for walks, playing ball, going to the beach, traveling. No anxiety, no restlessness, just quietly spending money, experiencing simple and unadorned happiness every day. This kind of happiness is truly incomprehensible to 99% of people and is very hard to experience. 🥹 Suddenly the alarm went off, MD