杂谈
日常、致谢与其他 · 共 1450 条 · 第 22 / 29 页
-
博主回应质疑，强调自己已做足研究功课。
@pepemoonboy 我确实做了功课，谢谢。
英文原文
@pepemoonboy I DO DO MY HOMEWORK THANK YOU
-
回复网友指出某标的仅微跌6美分
@1000UMAX 兄弟，它总共只跌了 6 美分
英文原文
@1000UMAX Bro it’s down a total of 6 cents
-
博主澄清仅提供信息，投资决策由粉丝自行做出。
@Cheva28789724 你太抬举我了。我只是发布新信息，所有的最终决策都是你们自己做出的。
英文原文
@Cheva28789724 You give me too much credit. I just post new information, all of you made the final calls yourself
-
博主感谢粉丝的赞美与鼓励。
@Jayden11129225 听到这样的话让我真的很开心！ 感谢你的美言 :)
英文原文
@Jayden11129225 Hearing stuff like this makes me really glad! Appreciate the kind words :)
-
博主讽刺某账号利用机器人点赞散布虚假信息。
@FinancialOSINT 你们用机器人点赞散布虚假信息玩得开心吗？ https://t.co/oqoUrRje3Q
英文原文
@FinancialOSINT Do you have a fun time spreading disinformation with botted likes? https://t.co/oqoUrRje3Q
-
博主幽默回应网友，表示自已并不吓人。
@PolarizingLit @Sher_Lockknows 我没那么吓人啦 lol
英文原文
@PolarizingLit @Sher_Lockknows I’m not that scary lol
-
回应对方没看懂玩笑
@10009nyny @RJCcapital 有人没看懂这个玩笑。
英文原文
@10009nyny @RJCcapital Someone missed the joke
-
调侃自己已持有 KTOS 且涨幅很大
@RJCcapital 我已经持有 $KTOS 了，涨幅接近 300%。 我在 PlayStation 上玩完《God of War》之后，已经是巨鲸了。
英文原文
@RJCcapital Already own $KTOS, up close to 300%. I’m a whale after playing God of War on PlayStation https://t.co/IFJKe9j5xM
-
称赞对方想法说得通
@soulbiri1 你是天才，现在一切都说得通了。
英文原文
@soulbiri1 You’re a genius it all makes sense now
-
讽刺市场把 Walmart 当成高增长数据中心股
@WenqingLi9 没错，Walmart 确实转卖很多 Nvidia GPU。 也许市场正在定价新的 alpha：Walmart 这个内衣转卖商、增长基本和通胀一致的公司，要追上 $NBIS 和 $IREN 数据中心业务 700% 的同比增长。
英文原文
@WenqingLi9 True, Walmart does resell a lot of Nvidia GPUs. Maybe the market is pricing in new alpha that Walmart, an underwear reseller that is growing in line with inflation, is gonna match $NBIS and $IREN 700% Y/Y growth for DCs.
-
讽刺WMT增长堪比英伟达，应加入七巨头。
@wilson_eth 确实，市场需要把 $WMT 加入“七巨头(Mag 7)”，毕竟这家微波炉转售商的增长显然与 $NVDA 相当。
英文原文
@wilson_eth True, markets need to add $WMT to the Mag 7 since this microwave reseller is growing on par with $NVDA apparently.
-
博主回应称可能是日本，并称赞当地美食。
@pepemoonboy 可能是日本！这里的食物太棒了 https://t.co/U7NkOo7kMy
英文原文
@pepemoonboy Probably Japan! The food here is amazing https://t.co/U7NkOo7kMy
-
博主分享喜欢在不同地点工作和探索新想法的日常。
@pepemoonboy 对我来说这是探索！无论是实体地点还是我脑海中随机产生的想法。我喜欢每周在不同的地方工作。 https://t.co/6SuUqZs6Px
英文原文
@pepemoonboy For me it’s exploring! Both with physical locations and random ideas I’ve had. I’m enjoy working in different places every week. https://t.co/6SuUqZs6Px
-
列举CRDO、VLN及AXTI因非基本面因素暴跌，指出市场虽蠢但终会修正。
市场有时极其愚蠢。$CRDO 因线缆颜色变化引发的波动就是完美例证。就在过去两周，$VLN 也因股票代码冲突（ticker collision）导致股价与现金/市值几乎 1:1 挂钩；而 $AXTI 则因 2026 年误报为 2024 年的合同收益延迟披露而暴跌 40%。市场最终会自我修正。
英文原文
Markets are extremely dumb sometimes. $CRDO cable color changes was the perfect example. Just this past two weeks there was also $VLN trading close to 1:1 with cash / MC because of ticker collision and $AXTI selling off 40% because of delayed 2024 contracted earnings when it's 2026. Markets correct themselves eventually.
-
博主回应夸奖，表示乐于分享信息综合，由市场验证观点。
@Ren_aramb 你太抬举我了哈哈。 我确实喜欢发布关于 $VLN、$CRDO 或其他标的的信息综合(Information Synthesis)。有趣之处在于，市场最终会裁定这些观点是对是错。
英文原文
@Ren_aramb You flatter me too much lol. I do enjoy posting information synthesis on stuff like $VLN, $CRDO or others. The fun part about it is markets will ultimately decide if it’s right or wrong
-
回复网友提问，表示几乎从不。
@KAnalyser1 几乎从不。
英文原文
@KAnalyser1 almost never.
-
指出因代码冲突导致的数据错误，反映自动化时代的普遍现象。
@sachbarnes @illyquid 只是直到昨天，大家才意识到纽交所 $VLN 与多伦多证券交易所 $VLN 之间的股票代码冲突导致的“数据错误”。毕竟在这个时代，几乎一切都是自动化的，并非每个人都会手动核实分析师和扫描器发布的每一个数字。
英文原文
@sachbarnes @illyquid It's just that nobody realized data error from ticker collision between $VLN on NYSE and $VLN on TSX until yesterday. Not everyone fact manually checks every number posted by analysts and scanners. In this day in age anyway, almost everything is automated.
-
博主感谢粉丝的积极互动与支持
@retail_mourinho @RJCcapital @meeijer @Courage_wins @YoYInvestor @WheelieInvestor @bodoxstocks @BlackPantherCap @itsRobertBurns @itschrisray @wliang @pepemoonboy @mc_khristina @endless_frank @spacanpanman @accounting_ds @michaelsikand 也感谢你们！谢谢大家的积极态度
英文原文
@retail_mourinho @RJCcapital @meeijer @Courage_wins @YoYInvestor @WheelieInvestor @bodoxstocks @BlackPantherCap @itsRobertBurns @itschrisray @wliang @pepemoonboy @mc_khristina @endless_frank @spacanpanman @accounting_ds @michaelsikand Appreciate you too! Thanks for the positivity
-
回复其他用户并附带链接，无具体投资观点。
@meinbergka98213 @basedinwv https://t.co/iRx4y93BvW
英文原文
@meinbergka98213 @basedinwv https://t.co/iRx4y93BvW
-
博主分享实时数据链接并调侃。
@Tradesofadegen 实时数据，哈哈 https://t.co/nOM1u3Dzwy
英文原文
@Tradesofadegen Live data lol https://t.co/nOM1u3Dzwy
-
算法因代号冲突出错，导致$VLN可做空股份持续下降。
@Tradesofadegen 看着这一切展开真是有趣，因为我从未见过算法（Algorithms）因与 $VLN 的代号冲突（Ticker Collision）而犯下如此严重的错误。看起来可做空股份（Shortable Shares）的数量每分钟都在持续下降。（这是实时数据，只是时区不同） https://t.co/ORWElItOFP
英文原文
@Tradesofadegen It’s just amusing to watch this unfold because I’ve never seen algorithms mess up this badly, especially because of ticker collision with $VLN. Looks like shortable shares just keeps going down every single minute. (This is live data just different timezone) https://t.co/ORWElItOFP
-
提醒对方先@他人会导致内容不可见
@Gubloinvestor 如果你先@一个名字，别人就看不到了，你懂的
英文原文
@Gubloinvestor People can’t read it if you tag a name first u know
-
澄清非人为操纵，指出报告基于错误Capex数据，市场将自行重新定价。
@FrontRangeHQ 我相当确定高频交易(HFT)算法读取了我的帖子，肯定不是我干的。我只是想指出所有报告都基于一个错误的8200万美元资本支出(Capex)数据。市场将根据信息发现来决定如何重新定价。
英文原文
@FrontRangeHQ I’m pretty sure hft algorithms read my posts, definitely wasn’t me. I just wanted pointed out all reports were based off a false $82m capex number. Markets will decide how to reprice something based on information discovery
-
澄清认股权证非债务，指出其行权价远高于现价。
@MMKustermann 认股权证(Warrants)不是贷款，它们是潜在的股份而非欠下的债务。且行权价(Strike Price)为11.5美元，是当前价格的10倍（如果它真的上涨10倍的话）。
英文原文
@MMKustermann Warrants are not loans, they're potential shares not owed money. And the strike is $11.5, which is 10x current levels (if it does go up 10x).
-
称赞ONDS高价融资利好股东，虽未投资但乐见其增长。
@CeoOndas 哇，原来这就是你们融资的方式，以高于当前市价的价格进行。这对现有股东和公司都有利。 $ONDS 的工作做得很棒，我个人虽然不是投资者，但看到所有的增长感到非常愉快。
英文原文
@CeoOndas Wow that’s how you raise funds, above current price. Benefits both existing shareholders and the company. Great work with $ONDS, I’m personally not an investor but I’m having a great time seeing all the growth.
-
博主调侃自己在 X 上与名人互动
@jukan05 现在我可以吹牛说我在 X 上和名人聊过天了
英文原文
@jukan05 now i can brag I've talked to someone famous on X
-
欢迎RJCcapital加入讨论
@RJCcapital 欢迎加入派对
英文原文
@RJCcapital Welcome to the party
-
指出某标的流动性低且买卖价差大。
@straightcash385 流动性很低，买卖价差在 19 美元和 21 美元之间，哈哈 https://t.co/W1cQJYo6Hn
英文原文
@straightcash385 It’s low liquidity, the spread is $19 and $21 lol https://t.co/W1cQJYo6Hn
-
确认拐点已至，好奇后续走势是否线性上涨。
@zephyr_z9 是的，看起来终于到达了拐点。好奇接下来几个月是否会呈直线上涨。
英文原文
@zephyr_z9 Yeah looks like it's finally hit the inflection point. Curious if it's just a straight line up for the next few months.
-
澄清非卖课，对比OSS国防订单与AXTIAI瓶颈逻辑。
我不想要订阅者，也不想向粉丝出售任何东西！ 建立这个主页纯粹是出于兴趣，测试我自己的投资论点(Thesis)与市场表现，并在帮助他人中获得满足感。 但回答你的问题，$OSS 和 $AXTI 是截然不同的股票。 有1.5万亿美元的美国政府国防支出，这对 $OSS 帮助巨大。考虑到他们订单已经积压，很难想象还有更大的利好。 而 $AXTI 是西方人工智能建设中的单点故障(Single Point of Failure)环节。 两者都非常有趣，所以我不认为其中一个比另一个更好。
英文原文
I don't want subscribers or want to sell anything to followers! Made my profile out of pure interest testing my own thesis against the markets and getting fulfillment in helping others too. But to answer your question $OSS and $AXTI are way too different stocks. There's $1.5T US Gov spending into defense which helps $OSS a LOT. Hard to imagine when they're already backlogged. Then $AXTI is single point of failure for the Western AI buildout. Both are incredibly interesting, so I wouldn't say one is better than the other.
-
感谢提及，关注AXTI和AIRO走势，期待OSS后续表现。
@pepemoonboy 感谢提及，你的期权卖出挑战目前进展顺利！最近观察 $AXTI 和 $AIRO 确实很有趣。很好奇 $OSS 接下来会如何表现。
英文原文
@pepemoonboy Appreciate the shoutout and looking good so far on your option selling challenge! It’s definitely been fun watching $AXTI and $AIRO recently. Curious how $OSS does next.
-
博主调侃日本气象播报员恋情传闻及其对某人的影响。
@zephyr_z9 你确定不是因为日本气象播报员日山沙耶(Saya Hiyama)被曝秘密交往男友？ 然后，这位隐藏粉丝习近平(Xi Jingping)在该事件后士气低落。
英文原文
@zephyr_z9 Are you sure it’s not because Japanese Weather reporter Saya Hiyama was caught secretly having a boyfriend? Then Xi Jingping, a closeted fan, became demoralized after the incident.
-
询问对方对OUST是否有独立投资逻辑
@GyratingH 你对 $OUST 有具体的投资论点(Thesis)吗？还是只是想听听我对它的看法
英文原文
@GyratingH Did you have a thesis for $OUST? Or did you just want my opinion on it
-
博主因委内瑞拉比特币储备理论获媒体关注而感荣幸。
@beauty_oe 做到了！看到主流媒体开始报道我关于“委内瑞拉比特币影子储备（Shadow Reserve）”的理论或叙事，感觉很有趣。作为最早指出这一点的分析师之一，我感到非常荣幸。
英文原文
@beauty_oe やった！主要メディアが私の『ベネズエラのビットコイン・シャドーリザーブ（隠れ準備金）』説やナラティブを取り上げているのを見るのは楽しいですね。これを最初に指摘したアナリストの一人として、とても光栄に思います。
-
博主调侃拟效仿投行风格，以幽默标题撰写住友电工分析
@jukan05 我应该效仿摩根士丹利(Morgan Stanley)，将下一篇关于住友电工(Sumitomo)的帖子标题定为“日本温泉之旅”——我的关键心得
英文原文
@jukan05 I should copy Morgan Stanley and word my next post about Sumitomo “Japan Hot Springs Trip” - My Key Takeaway
-
博主请求AI助手回答问题
@illyquid @grok 回答这个问题
英文原文
@illyquid @grok answer this question
-
特朗普言论加速局势，本土作战优势或避免重蹈伊拉克覆辙。
当我最初评论预计若动员部队具有敌意将导致3-18个月的延迟时，我也是这么想的。当时我更关注国防/军工承包商。 然而，鉴于特朗普对该局势的评论，情况似乎比预期发展得更快。由于这是在本土作战，且拥有现代化军事装备+情报支持，因此可能不会重蹈伊拉克战争的覆辙。
英文原文
I was thinking the same way when I made my original comments on expecting 3-18m delay if mobilized troops are hostile. And was focused more on defense/military contractors. However given trump’s comments about the situation, it looks like things are moving faster than expected and this is on home turf w/ modern military equipment + intelligence so it probably won’t be a repeat of Iraq
-
博主调侃若为地缘政治套利牺牲道德，则对收益预期极高。
@crux_capital_ 如果我为了从美国对委内瑞拉的敌意收购中获利而牺牲我的道德，我对投资组合的期望值很高。
英文原文
@crux_capital_ If I'm sacrificing my morals to profit off the US hostile takeover of Venezuela, I have high expectations for the portfolio.
-
感谢认可，并称赞对委内瑞拉疑似持有比特币储备的总结。
@BitcoinArchive 感谢认可！这在如今相当罕见。 关于委内瑞拉疑似持有比特币储备的现状，总结得很棒。
英文原文
@BitcoinArchive Appreciate the credit! Quite rare nowadays. Great summary of the situation on hand regarding Venezuela’s speculated Bitcoin reserves.
-
回复指出在等权重配置下ONDS与RKLB地位相同。
@blu400_ 等权重配置。所以 $ONDS 和 $RKLB 是一样的。
英文原文
@blu400_ Equal weightings. So $ONDS and $RKLB are the same.
-
认为市场低估了美国没收委内瑞拉比特币事件的影响。
@meaculpaK9 @martypartymusic 我认为你们低估了“枪口下的证明”(Proof of Gunpoint) 对美国当局没收委内瑞拉比特币这一事件的影响。
英文原文
@meaculpaK9 @martypartymusic I think you understimate Proof of Gunpoint on the effect of Venezuela’s Bitcoin confiscation by US authorities.
-
美国释放委内瑞拉约60万枚比特币。
@dgt10011 美国只是让委内瑞拉的约60万枚比特币(Bitcoin)尝到了自由的滋味。
英文原文
@dgt10011 America is just giving Venezuela’s ~600K Bitcoins a taste of freedom
-
博主回应批评，表示会改进措辞并感谢评论区。
@QuantumRapist 抱歉，如果可以的话我会回去修改措辞和来源。下次我会做得更好。 很高兴有评论区让我可以解释。
英文原文
@QuantumRapist My bad, I would go back and edit the wording + sources if I could. I'll do better next time. Glad there's a comment section where I can explain though.
-
解析委内瑞拉政权疑似持有60万枚BTC的来源及估值逻辑
如果有人好奇这 60 万枚 BTC 数据的来源： 1) 威尔逊中心(Wilson Center)和路透社(Reuters)估计，马杜罗政权在 2018 年清算了约 73 吨黄金，价值约 27 亿美元。 2) 拥有 HUMINT（人力情报）来源的 Whale Hunting 评估认为，这笔资金立即被转换为比特币以规避美国财政部冻结，当时可能形成了约 40 万枚 BTC 的“影子储备”。 3) 原油销售等其他事件也增加了这一储备。 由于委内瑞拉一直在积极规避制裁，且无法通过链上分析确认，具体数量未知。但估计该储备量在此水平，这也是可能被没收的资产潜在规模。 当时比特币价格约为 3000 美元至 10000 美元，大部分数值增长来自比特币随时间的价格升值。
英文原文
If people were curious about sources for this 600K BTC figure: 1) Wilson Center and Reuters est. Maduro regime liquidated ~73 tons in gold in 2018 for ~$2.7 billion. 2) Whale Hunting with HUMINT sources assess that this capital was immediately converted into Bitcoin to avoid US Treasury freezes, potentially creating a "shadow reserve" of ~400,000 BTC at that point in time. 3) There's been other events from Crude Oil sales that added to this stockpile The number is unknown as Venezuela has been actively avoiding sanctions and this is unable to be confirmed through chain analysis. However, there's estimates that the pile sits around this figure and this is the potential amount of assets to be seized. This was back when Bitcoin was roughly $3k-$10k and most of the figures come from Bitcoin price appreciation over time.
-
推测委内瑞拉2018年售金转购40万枚BTC以避制裁。
1) 威尔逊中心(Wilson Center)和路透社(Reuters)报道，马杜罗政权在2018年通过土耳其和阿联酋的中间人绕过传统银行制裁，清算了约73吨黄金，价值约27亿美元。 情报机构（如Whale Hunting）结合人力情报(HUMINT)来源评估，这笔资金立即被转换为比特币(Bitcoin)以避免美国财政部冻结，当时可能形成了约40万枚BTC的“影子储备”。 当时比特币价格约为3000-10000美元，大部分价值增长来自比特币随时间的价格升值。 再次强调，这属于推测，因为委内瑞拉政府当时正积极规避制裁，因此真实数字无法确知。
英文原文
1) Wilson Center and Reuters reported that the Maduro regime liquidated ~73 tons of gold in 2018 for ~$2.7 billion, utilizing intermediaries in Turkey and the UAE to bypass traditional banking sanctions. Intelligence (eg. Whale Hunting), with HUMINT sources assess that this capital was immediately converted into Bitcoin to avoid US Treasury freezes, potentially creating a "shadow reserve" of ~400,000 BTC at that point in time. This was back when Bitcoin was roughly $3k-$10k and most of the figures come from Bitcoin price appreciation over time. Once again this is speculation as the Venezuelan government was actively avoiding sanctions so true figure would not be known.
-
Alex Saab或掌握委内瑞拉比特币密钥，美政府或可没收。
报道称，Alex Saab 据称知道如何访问这笔比特币资产，因为他构建了在制裁下维持政权运转的架构。然而，由于发生了一次囚犯交换，他得以逃脱美国监管。我确信这涉及多重签名(Multi-sig)及更安全的方案，但鉴于胁迫因素，美国政府很可能能没收大量持仓。
英文原文
Reports are saying Alex Saab allegedly knows how to access this Bitcoin pile since he built the architecture that kept the regime alive under sanctions. However, there was a prisoner swap, so he was able to escape US custody. Pretty sure it's multi-sig + more secure scheme, but given coercion, it's likely the United States government can confiscate a lot of holdings.
-
推测委内瑞拉政权将黄金变现后购入比特币作为影子储备。
当然，该网站依赖官方数据。马杜罗政权的持仓隐藏在复杂的洗钱网络中，因此数据不公开。 关于上述推测的佐证来源： 威尔逊中心《委内瑞拉的专制盟友》：2018年委内瑞拉超过40%的黄金储备（73吨）被抛售。 Grey Dynamics：一家情报公司报告称，2018年阿联酋公司Noor Capital、土耳其公司“Sardes Kiymetli Madenler A.S.”等之间出售了73.2吨黄金。 路透社/Argus Media：2019年广泛报道了约23.6吨黄金运往土耳其以及分别运往阿联酋的情况。 Entry Capital：27亿美元（经核实的2018年黄金出售价值）。2018年比特币交易价格在3,200至10,000美元之间，这可能相当于约40万枚BTC。 理论是，如果政权将资金保留为美元或欧元，会被制裁冻结。比特币是当时唯一流动性足够大且美国财政部无法“冻结”的资产类别。近期报告（如来自Whale Hunting）引用人力情报来源称，政权利用中间商将黄金收益转换为比特币以绕过银行系统。 “600亿美元”是持有该资产8年的数学结果，因此被推测为其影子储备。但再次强调，请将其视为推测。
英文原文
Sure, so this website relies on official data. Maduro regime's holdings were concealed in a complex laundering network, so the numbers are not public. Regarding corroborating sources for the speculation above: The Wilson Center "Venezuela's Authoritarian Allies" - More than 40 percent of Venezuela's gold reserves (73 tons) were sold off in 2018. Grey Dynamics: An intelligence firm reported that 73.2 tons of gold were sold between Emirati company Noor capial, Turkish firm "Sardes Kiymetli Madenler A.S.", and others in 2018. Reuters/Argus Media: Reported extensively in 2019 on the shipment of ~23.6 tons to Turkey and separate shipments to the UAE. Entry Capital: $2.7 Billion (The verified 2018 gold sale value). In 2018, Bitcoin traded between $3,200 and $10,000, which could be around 400,000 BTC. The theory is that if the regime had kept the money in US dollars or Euros, it would have been frozen by sanctions. Bitcoin was the only asset class liquid enough to hold billions that was "unfreezable" by the US Treasury at that time. Recent reports (e.g., from Whale Hunting) cite human intelligence sources claimed the regime used intermediaries to convert gold proceeds into Bitcoin during the time to bypass the banking system. The "$60 billion" is the mathematical result of holding that asset for 8 years, hence why it's speculated to be their shadow reserve. But again treat this is as speculation.
-
澄清委内瑞拉比特币持仓600亿美元仅为基于历史数据的推测。
我在原帖中的措辞过于强硬。这纯属推测。如帖中所述，消息来源是《华尔街日报》撰稿人Bradley Hope以及Whale Hunting通讯的Clara Preve。 “600亿美元”这一数字是基于数学推算：假设在2018-2019年比特币交易价格在3,000至10,000美元期间持有初始约27亿美元的仓位，并随着比特币在当前周期中升值至10万美元以上。 由于委内瑞拉一直在积极规避制裁，该数字无法通过链上分析确认，因此确切数值未知。然而，这个数字有可能高达此水平。
英文原文
I worded this way too strongly in the original post. This is speculation. As mentioned in the post, source was from WSJ contributer Bradley Hope, Clara Preve from the Whale Hunting newsletter. The "$60 billion" figure is a mathematical projection based on holding the initial ~$2.7 billion stake during 2018–2019, when Bitcoin traded between $3,000 and $10,000. through Bitcoin's appreciation to prices above $100,000 in the current cycle. The number is unknown as Venezuela has been actively avoiding sanctions and this is unable to be confirmed through chain analysis. However, there's a possibility that the number can go as high as this figure.
-
委内瑞拉局势利好油价及比特币，因可能压低油价并锁定大量BTC供应。
@JamesWynnReal 政权更迭+比特币没收后的时机并非最糟。此外，据一些计算，委内瑞拉有望通过压低油价为美国GDP增长做出相当贡献，这对市场和比特币都是利好。
英文原文
@JamesWynnReal not the worst timing post regime change + bitcoin seizure. also venezuela is est. to add a decent amount GDP growth to US from some calculations bc it pushes oil prices down, which is bullish markets + bitcoin. https://t.co/4Ib72DSIKK
-
采纳建议，将OI从列表中移除。
@KingofBears7 你说得对，谢谢，那就把 $OI 从名单中移除。
英文原文
@KingofBears7 Ur right thanks, remove $OI from the list then