keyahayek

目前为止，CRCL 晒收益最多的帖子是文学城上 45 岁朝上的北美老中，人家 mindset：
大统领国家战略、替代 VISA、嗷嗷猛冲剑指 2000。

我们这些所谓币圈的真实用户看他是：合规成本高到没有利润、降息周期很容易亏损、发行量靠大量补贴、合理估值 30-50 笑哈哈。

跟币圈一样，上币了就是赌筹和基本面逐渐脱离了，你要知道可以浇给谁。

From the recent Nobitex incident and various exchange security events in the past, for ordinary retail investors, it is best to choose leading exchanges for daily use, as the safety of funds is always the primary consideration. Madam, you wouldn’t want your coins to be stolen, would you?

Currently, Binance is widely recognized as the leading comprehensive exchange in the market. From the data perspective, this is indeed the case:
1️⃣ Spot market share hits a 12-month high: The Block's market share tracking data shows that Binance's current spot market share has risen to the highest level in the past year.
2️⃣ BTC & ETH trading volume continues to increase: Binance currently accounts for about 45.6% of BTC spot trading volume, and the share of ETH spot trading volume has consistently remained around 50%.

When the tide goes out, you can not only see who is swimming naked but also who is wearing the most attractive swimsuit. In the current context of a decline in overall market trading activity, having such data indicates that, on one hand, Binance has strong user stickiness, and on the other hand, it suggests that other exchange users may choose Binance to avoid risks.

Fundamentally, Binance is able to continuously lead the market. Discounting other operational factors and market activities, the safety of Binance remains the most important aspect attracting users.

Data released by CryptoQuant on June 3 shows that Binance currently holds 59% of the USDT and USDC reserves among centralized exchanges, having the largest stablecoin reserves among all centralized exchanges. Stable and transparent reserves are always a critical point valued by users after FTX.

In addition, the Alpha activities have indeed attracted and converted many users from other chains or exchanges into Binance users. Balance points and trading volume points represent two forms of conversion: one for capital retention and the other for operational habits. Once you have funds on Binance and have gotten used to its operations, it is hard not to continue using Binance.

A grain of sand in the era, when it falls on an individual, becomes a mountain. If one has experienced the torment of FTX, despite the unsatisfactory final outcome, the agony during the process is something no one wants to go through again. Always remember, "fund safety" is more important than "earning an extra 10%."

I feel that Circle, Tether, Rutenik, Sun Yuchen, and Mercado Libre may have worked in vain these years, waiting for JD.com to issue stablecoins to save users from distress.

The identity configurations that cryptocurrency enthusiasts like the most: Saint Kitts, Saint Lucia, and Vanuatu may be included in the US travel ban in 60 days. Myanmar has already been restricted.

In addition, the first round of voting by European Schengen countries to revoke visa exemptions for Saint Kitts, Saint Lucia, and Grenada (the country where Sun Ge served as WTO ambassador) has passed, and now it just needs to be approved in a final meeting for implementation, which is highly likely to be approved.

Recently, there has been a lot of talk about issuing stocks rather than coins, but I am genuinely curious: what does issuing stocks in the U.S. stock market have to do with us yellow-skinned people?

Aside from the Japanese Metaplanet, the only liquid stocks left are basically MSTR, CRCL, COIN, and the three mining stocks MARA, RIOT, and CLSK, each around 5 billion, all of which are as white as can be, with shareholders being blue-blooded companies from the U.S.

Why is it that the pile of yellow-skinned coins and stocks that started in Canaan just can’t seem to get a premium?

First, they have long been thrown into the category of Chinese concept stocks, which, as we all know, has been a major disadvantage over the past few years.

Second, capital operations are not about doing business; they are about building relationships. The company has long been sold to institutions, all of which are professional managers with Wall Street backgrounds. Who is going to honestly do business with you? Take MARA as a typical example: for years, it has been continuously acquiring at any cost to maintain its leading position and obtain market premiums, while simultaneously issuing ATM shares to sell to institutions (scalpers).

What yellow-skinned people are suited for is doing business, navigating compliance restraints, and building relationships in away games. Honestly, it might be better to just issue a coin instead.

The maintenance costs for shell companies in the U.S. and Hong Kong are not low (several million dollars per year), and under the premise that market capitalization limits are not broken, I see no point in these trading volumes being less than those of exchanges like MEXC and Gate for issuing stocks.

Recently, people often say that issuing tokens is not as good as issuing stocks, but I am genuinely curious about the relationship between token stocks and us yellow-skinned individuals.

Aside from a Japanese stock Metaplanet, the only liquid token stocks left are the American stocks MSTR, CRCL, COIN, and the three mining stocks MARA, RIOT, and CLSK, all of which are as white as can be, with shareholders being blue-blooded companies from the US.

Why is it that the bunch of yellow-skinned token stocks originating from Canaan just can't get a premium?

First, they have long been categorized as Chinese concept stocks, which, as we all know, has been a big negative in recent years.

Second, capital operations are not about doing business; it's about building relationships. The company has already been sold to institutions, all of which are professional managers with Wall Street backgrounds. Who is going to honestly do business with you? You see, MARA is a typical example; for years it has been continuously engaging in cost-ineffective acquisitions to maintain its position as a leader to obtain market premiums, while simultaneously issuing ATM shares to sell to institutions (i.e., the chives).

What suits yellow-skinned individuals is to do business, to engage in relationships in places where compliance constraints exist, and where they are in a guest position. Honestly, it may be better to just issue a token.

Apart from the Japanese stock Metaplanet, the only liquid stocks left are the American stocks MSTR, CRCL, COIN, as well as the three mining stocks MARA, RIOT, and CLSK, which are around 5 billion.

Why can't this pile of yellow-skin stocks from Canaan get a premium?

First, they have long been categorized as Chinese concept stocks, which is known to be a significant disadvantage in recent years.

Second, capital operations are not about doing business, but about building relationships. The company was sold off to institutions a long time ago, all managed by professional managers with a Wall Street background; who is going to honestly do business with you? Just look at that beast MARA, it's a typical example: for years, it has been continuously acquiring at any cost to maintain its leading position and obtain market premiums while simultaneously issuing ATM shares to sell to institutions (the chives).

Yellow-skin stocks are more suited for doing business, dealing with regulatory constraints, and building relationships in away games; how to manage it is really not as good as just issuing a coin.

Apart from the Japanese stock Metaplanet, the only liquid options left in the coin stocks are the American stocks MSTR, CRCL, COIN, as well as the three mining stocks MARA, RIOT, and CLSK, which are around 5 billion.

Why are these yellow-skinned coin stocks from Canaan not doing well and unable to achieve a premium?

Firstly, they have long been categorized as Chinese concept stocks, which, as we all know, has been a significant disadvantage over the past few years.

Secondly, capital operations are not about doing business; they are about building relationships. The company was sold to institutions a long time ago, all run by professional managers with Wall Street backgrounds. Who is honestly going to do business with you? Look at that beast MARA; for years it has been continuously acquiring at any cost while simultaneously issuing ATM shares to sell to institutions (scalpers).

Yellow-skinned stocks are more suited for doing business, navigating regulatory constraints, and building relationships in away games. Honestly, it might be better to just issue a coin.

Aside from one Japanese stock, Metaplanet, the only liquid stocks left are MSTR, CRCL, COIN, and three mining stocks, MARA, RIOT, and CLSK, each around 5 billion.

Why are these yellow-skinned stocks from Canaan not able to get a premium?

First, they have long been categorized as Chinese concept stocks, which has been a significant disadvantage in recent years.

Second, capital operations are not about doing business but about building relationships. The company was sold off to institutions a long time ago, and all are professional managers with Wall Street backgrounds, who is honestly doing business with you? Look at that beast MARA, it has been continuously making cost-ineffective acquisitions while issuing ATM shares to sell to institutions (scalpers).

Yellow-skinned stocks are suitable for doing business, but with compliance constraints and having to build relationships in foreign markets, how can they compete? Honestly, it might be better to just issue a coin.

Has Binance changed the UI? It feels like this icon style has become more flat, and the English font has also changed.

Previously, the main page only had some simple functional modules for customization, but now it has added small app-like plugins similar to iOS.

I have to say that these small plugins are indeed very useful. The Fear and Greed Index reflects market sentiment, the Hot Sections show recent trending topics, ETF changes indicate the flow of large market funds, and the AI hot topics allow you to quickly review several projects for trading.

These plugins combined are very suitable for users who are on business trips or who don't have much time to continuously monitor the market. A quick glance can help you stay in touch with the market, or assist in making some large trend trades.

Previously, exchanges mainly served the function of facilitating trades, but Binance is now trying to gradually incorporate some information aggregation features, integrating the step of "information aggregation -> trading decisions".

Although the current information consists mostly of relatively shallow data, aimed more at ordinary retail investors, after all, professionals have their own information systems. However, enabling more retail investors to consciously learn how to process information and make decisions is also a significant benefit.

Looking forward to more customizable modules in the future, allowing users to customize the homepage according to their own habits.

Binance changed the English font? The width of the numbers looks different, at first glance it seems like I opened a phishing app.

I have recently been thinking about how young people in the cryptocurrency world, like little shrimp 🍤, have become quite wealthy but are unwilling to buy houses. In fact, they are quite rational, and it's not just properties in Tokyo; real estate worldwide is generally a poor asset.

The biggest appeal of real estate is that when you don't have much money, regardless of what asset you invest in, what you actually lack is more principal. Real estate can leverage mismatched personal capabilities to bet on a one-sided gamble, a.k.a. fraudulent loans.

After all, first, no financial institution will give you a loan of 10 million at 3% interest to buy cryptocurrencies, and second, to be eligible for a loan of 10 million, you need to have a compliant monthly income of 100,000, and I dare say that 60% and above are compliant but fake documents.

However, the quality of the asset itself is actually quite poor. Those who have played with NFTs understand that the next level of liquidity, control, transaction costs, and maintenance costs are all quite terrible. The benefit is that the win rate on the right side is not low because it is harder to initiate; once it starts, like a train engine, it is hard to stop immediately. Don't buy until it rises 10% for the first time.

As the asset scale increases, the quality of real estate assets will deteriorate further, because maintaining the leverage ratio for buying luxury homes is very difficult. Taking out a loan of 50 million for a penthouse is extremely challenging.

Another idea is the landlord renting out to offset the mortgage. If you go to high rental yield areas like the Midwest of the United States to implement the BRRR strategy, firstly, the maintenance costs are incredibly high; do something that matches your status, and don't spend every day painting and renovating yourself. Secondly, although it's rent offsetting the mortgage, the population growth is not great, and the price increases are quite limited. Even we cryptocurrency folks can easily outperform those landlords who are struggling to paint walls and lay floors.

The only utility may be to solidify a portion of assets to prevent falling back into poverty. Little shrimp’s approach of pairing stocks serves a similar purpose, but I don't really understand the leveraging of stocks.

Recently, I've been thinking about how young people in the crypto space, like shrimp 🍤, have become quite wealthy but are reluctant to buy houses. In fact, it seems quite rational; it’s not just properties in the University of Tokyo that are bad assets, but real estate worldwide is generally pretty poor.

The biggest appeal of real estate is that when you don’t have much money, you can leverage yourself beyond your ability to bet on one side, a.k.a. fraudulent loans. After all, no financial institution will lend you 10 million with a 3% interest rate to buy crypto, and to qualify for a 10 million loan, you would need to have a compliant income covering at least 100,000 a month. I dare say that 60% or more of such claims are based on fraudulent documents.

However, the quality of the asset itself is actually quite poor. Those who have played with NFTs understand that it's next level; liquidity, control, transaction costs, and maintenance costs are all quite terrible. The upside is that the winning probability on the right side is not low because it’s difficult to start; once it gets going like a train, it’s hard to stop immediately. If it hasn’t risen by the first 10%, then don’t buy.

As the asset scale increases, the quality of real estate assets will deteriorate further because maintaining leverage when buying luxury homes is very difficult. It’s quite hard to take out a loan of 50 million for a penthouse.

Another approach is the landlord model with rental offsets. If you go to high rental yield areas, like the Midwest of the United States, and apply the BRRR method, the maintenance costs can be ridiculously high. Engage in activities that match your worth; don’t spend every day painting walls and renovating. Although it’s rent offsetting the mortgage, the population growth isn’t great, and price increases are quite limited. Even we, the crypto folks, can easily outperform those landlords struggling by painting walls and laying floors.

The only potential benefit might be to solidify a portion of your assets to prevent falling back into poverty. For shrimp 🍤 types, having some stocks serves a similar purpose, but I don’t quite understand leveraging stocks.

Recently, I've been thinking about how young people in the cryptocurrency world, much like little shrimp, have become quite wealthy but are unwilling to buy houses. In fact, it's quite rational, and it's not just properties in Tokyo; real estate around the world is generally a pretty terrible asset.

The biggest appeal of real estate is that when you have little money, you can leverage it in a way that doesn't match your own ability to take a one-sided gamble, a.k.a. fraudulent loans. After all, first, no financial institution will lend you 10 million with a 3% interest rate to buy cryptocurrencies, and second, to qualify for a 10 million loan, you need to show a compliant monthly income of 100,000. I dare say that over 60% of the documentation is likely to be fake.

However, the quality of the assets themselves is actually quite poor. Those who have played with NFTs will understand that it's all next level; liquidity, control over the market, transaction costs, and maintenance costs are all quite terrible. The upside is that the winning probability on the right side is not low because it’s difficult to get started; once it gets going, like a train engine, it’s hard to stop immediately. If it hasn’t increased by the first 10%, I won’t buy.

As the asset scale increases, the quality of real estate assets will deteriorate further because maintaining leverage while buying luxury properties is incredibly difficult. Taking out a loan for 50 million to buy a penthouse is really hard.

Another approach could be the landlord model to offset costs. If one runs to high rental yield areas, like the Midwest of the U.S., and engages in the BRRR strategy, the maintenance costs are insanely high. It’s better to do things that match one’s value rather than painting walls and renovating every day. Moreover, although it's rent offsetting the mortgage, the population growth isn’t very promising, and the price increase is quite limited. We crypto folks could easily outperform those landlords who are struggling by doing their own renovations.

The only potential benefit might be to retain a portion of assets to prevent falling back into poverty. Little shrimp diversifying with some stocks can serve the same purpose, but I really don’t understand leveraging stocks.

Recently, I've been thinking about how young people in the crypto world, like little shrimp 🍤, have become quite wealthy but are reluctant to buy property. It's actually quite rational; in fact, it's not just properties in Tokyo University that are pretty terrible assets worldwide.

The biggest allure of real estate is that when you don't have much money, you can leverage yourself in ways that are mismatched to your own abilities and gamble on one-sided bets, a.k.a. fraudulently obtaining loans. After all, no financial institution will lend you 10 million at a 3% interest rate to buy crypto, and to legally obtain 10 million in loans, you need to show a monthly income of 100,000. I dare say that 60% and above are compliant false documents.

But the quality of the assets themselves is actually quite poor; those who have played with NFTs understand that it’s next level—the liquidity, control, transaction costs, and maintenance costs are all quite bad. The benefit is that the win rate on the right side isn’t low, because it’s hard to start, much like getting a train locomotive moving; once it starts, it’s tough to stop it immediately, and I won’t buy unless it rises by the first 10%.

As the asset scale increases, the quality of real estate assets will be worse because maintaining the leverage ratio is too difficult when buying luxury homes. Getting a loan of 50 million for a penthouse is quite challenging.

Another idea is to become a landlord and use rental income to cover the mortgage. If you go to high rent-to-sale ratio areas, like the Midwest of the U.S., and do the BRRR method, one, maintenance costs are ridiculously high; do things that match your worth instead of spending every day painting walls and renovating. Two, although renting can cover the mortgage, the population growth isn’t very good, and the appreciation is quite limited. Even if we in the crypto world do some arbitrage, we can easily outperform those landlords who are struggling with painting walls and laying floors.

The only possible use is to solidify some assets to prevent falling back into poverty. Little shrimp can also allocate some stocks for the same effect, but I don’t quite understand the leverage on stocks.

Sell the news, 求锤得锤😂

I heard that a group friend is going to the Trump dinner. When I opened it, I saw that the threshold was 220, and there were actually 4000 TRUMP coins. If I had known earlier, I would have gotten a double insurance policy, and after eating, I could go have dinner with the old man.

Once you eat this, you can brag about it for a lifetime. Not to mention, you won’t have to worry about renewing your US visa for the rest of your life. What a pity.

When a cryptocurrency company faces business bottlenecks, it just issues a U card, connects with tradfi, and promotes mass adoption, just like the age-old truth that men become bad with money and women become beautiful with money.

Those who say the Backpack is good probably only tested it a few hundred or thousand times. We need to provide 100,000 U in compliance materials, and even after that, they are not satisfied and ask why your materials are from last month?? I've never heard of not recognizing monthly statements within three months.

Those who say the Backpack is useful probably only tested a few hundred or a thousand U. We have 100,000 U, and they demand compliance materials. After finishing, they’re still not satisfied, asking why your materials are from last month?? Never heard of not recognizing monthly statements within three months.