澜澜澜
58 Following
180 Followers
8 Liked
3 Shared
All
Quotes
See original
Collect
KastielLabs
--
Investment Record｜October 2025
Before the interest rate cut in mid-September, I reduced my positions in cryptocurrencies and US stocks to about 20%, mainly due to my judgment on the liquidity cycle, choosing to phase out risk exposure.
The current portfolio structure is as follows:
Core Assets: $BTC , $XRP
Thematic Holdings: A small amount of $PLUME (based on a positive medium-term outlook for the RWA public chain track)
US Stock Holdings: Alphabet Inc.: GOOG Based on research on the smartphone market, I believe that the advantages of integrating AI with hardware are expected to enhance future market share and profitability.
Volatility Hedge: A small amount of long VIX positions
About 80% of the remaining funds have been converted to stablecoins, cash, and gold, maintaining liquidity and defensiveness to cope with potential volatility or repricing phases.
A month has passed, and the market trend roughly meets expectations.
I still adhere to my original judgment:
Before liquidity has completely shifted, controlling positions and waiting for better entry points are more important than chasing short-term trends.
Before the interest rate cut in mid-September, I reduced my positions in cryptocurrencies and US stocks to about 20%, mainly due to my judgment on the liquidity cycle, choosing to phase out risk exposure.
The current portfolio structure is as follows:
Core Assets: $BTC , $XRP
Thematic Holdings: A small amount of $PLUME (based on a positive medium-term outlook for the RWA public chain track)
US Stock Holdings: Alphabet Inc.: GOOG Based on research on the smartphone market, I believe that the advantages of integrating AI with hardware are expected to enhance future market share and profitability.
Volatility Hedge: A small amount of long VIX positions
About 80% of the remaining funds have been converted to stablecoins, cash, and gold, maintaining liquidity and defensiveness to cope with potential volatility or repricing phases.
A month has passed, and the market trend roughly meets expectations.
I still adhere to my original judgment:
Before liquidity has completely shifted, controlling positions and waiting for better entry points are more important than chasing short-term trends.
See original
Support!
KastielLabs
--
Bullish
Dual Anchor Currency Era: Why Only Gold and Bitcoin Will Survive in the End
I increasingly feel that we are heading towards a strange yet inevitable future. The world is forming two distinctly different trust systems: one based on 'material', gold; the other supported by 'algorithms', Bitcoin.
China continues to increase its gold reserves, this action seems more like preparing a defense in advance. Gold does not depend on any country, nor does it require third-party guarantees; its value comes from the accumulation of time and the common trust of humanity. Meanwhile, the United States is promoting the institutionalization of cryptocurrencies, with frequent interactions between capital and regulatory bodies, and financial giants are all making plans. They are trying to make digital currency the core tool of the new financial system, using new rules to consolidate dominance.
When one country hoards physical assets and another builds computational power infrastructure, the world's monetary order has begun to loosen. The dollar once represented global credit, but now with rising debts, excessive currency issuance, and diminishing trust, the system itself is beginning to show signs of fatigue.
The currency of the future may be underground or in the cloud. Gold remains the most solid store of value in the real world, while Bitcoin is gradually gaining a similar status in the digital realm. One embodies stability and tradition, while the other symbolizes openness and innovation.
I often think that gold connects to the civilizations of the past, while Bitcoin leads to the order of the future. As the credit system of the dollar gradually collapses, humanity is searching for a new anchor point of 'trust'; these two assets may become new pivot points.
This transformation is not a distant fantasy, but a migration that is quietly happening. We are moving from national credit to consensus credit, from printing presses to computational power and time. Yet most people have not realized that they are already standing at the historical watershed.
$BTC
{spot}(BTCUSDT)
$PAXG
{spot}(PAXGUSDT)
I increasingly feel that we are heading towards a strange yet inevitable future. The world is forming two distinctly different trust systems: one based on 'material', gold; the other supported by 'algorithms', Bitcoin.
China continues to increase its gold reserves, this action seems more like preparing a defense in advance. Gold does not depend on any country, nor does it require third-party guarantees; its value comes from the accumulation of time and the common trust of humanity. Meanwhile, the United States is promoting the institutionalization of cryptocurrencies, with frequent interactions between capital and regulatory bodies, and financial giants are all making plans. They are trying to make digital currency the core tool of the new financial system, using new rules to consolidate dominance.
When one country hoards physical assets and another builds computational power infrastructure, the world's monetary order has begun to loosen. The dollar once represented global credit, but now with rising debts, excessive currency issuance, and diminishing trust, the system itself is beginning to show signs of fatigue.
The currency of the future may be underground or in the cloud. Gold remains the most solid store of value in the real world, while Bitcoin is gradually gaining a similar status in the digital realm. One embodies stability and tradition, while the other symbolizes openness and innovation.
I often think that gold connects to the civilizations of the past, while Bitcoin leads to the order of the future. As the credit system of the dollar gradually collapses, humanity is searching for a new anchor point of 'trust'; these two assets may become new pivot points.
This transformation is not a distant fantasy, but a migration that is quietly happening. We are moving from national credit to consensus credit, from printing presses to computational power and time. Yet most people have not realized that they are already standing at the historical watershed.
$BTC
{spot}(BTCUSDT)
$PAXG
{spot}(PAXGUSDT)
My Two-Month Crypto Adventure: Instead of the 'Binance Life,' I Got the 'Getting Rekt Life'
Honestly, I'm a genuine newbie in the crypto world, only timidly stepping into this space at the beginning of September. Thinking about how I got started now makes me laugh—it probably follows the same script as 80% of newcomers: it began with a scam. The only difference was that I got duped by a "Korean unnie" I'd never met, talking about "staking mining, guaranteed profits." You know how it ends—I paid my tuition fee swiftly and decisively.
After getting scammed, I actually became more determined. I felt that the crypto space was truly a brutal arena of risk and opportunity. Fine, I'll stay and give it a shot. My first stop was
Honestly, I'm a genuine newbie in the crypto world, only timidly stepping into this space at the beginning of September. Thinking about how I got started now makes me laugh—it probably follows the same script as 80% of newcomers: it began with a scam. The only difference was that I got duped by a "Korean unnie" I'd never met, talking about "staking mining, guaranteed profits." You know how it ends—I paid my tuition fee swiftly and decisively.
After getting scammed, I actually became more determined. I felt that the crypto space was truly a brutal arena of risk and opportunity. Fine, I'll stay and give it a shot. My first stop was
See original
Good Article
Is your cryptocurrency withdrawal frozen? Is your bank card suddenly locked? 90% of people have stepped into these pitfalls!
At 2 AM, fan A Qiang sent a message with a crying tone: 'Brother, my ICBC card is frozen! There’s 150,000 yuan just withdrawn in it, and the bank said it was frozen by the police in Shandong; I can’t get this money back, right?'
Opening the screenshot he sent, the bank card status shows 'judicial freeze', with a freeze period of 6 months. This is already the 7th fan asking about withdrawal freezes this week - some people just sold their BTC and the money hasn't even warmed up before their card is locked; others made a small profit from private trading, but ended up receiving scam funds and almost got involved in a criminal case.
Opening the screenshot he sent, the bank card status shows 'judicial freeze', with a freeze period of 6 months. This is already the 7th fan asking about withdrawal freezes this week - some people just sold their BTC and the money hasn't even warmed up before their card is locked; others made a small profit from private trading, but ended up receiving scam funds and almost got involved in a criminal case.
See original
The Modern Success Story of a Girl from a Rural Family in Sichuan
From Supermarket Salesperson to Travel TV Host
Then to Beijing TV Program Host
Then to Vice President of OKcoin
Introduced early CZ to join OKcoin
Formally joined CZ in #Binance in 2017
The subsequent story is known to everyone
The Growth Story of the First Sister in the Crypto Circle @heyibinance
A woman full of wisdom and resilience
This is #DORA
Making history from @heyibinance to #DORA
Will become a legend in the crypto market
From Supermarket Salesperson to Travel TV Host
Then to Beijing TV Program Host
Then to Vice President of OKcoin
Introduced early CZ to join OKcoin
Formally joined CZ in #Binance in 2017
The subsequent story is known to everyone
The Growth Story of the First Sister in the Crypto Circle @heyibinance
A woman full of wisdom and resilience
This is #DORA
Making history from @heyibinance to #DORA
Will become a legend in the crypto market
See original
She wasn't born strong, she is Dora. She was not expected to succeed, but she never gave up.
She believes that hard work can change destiny.
She also firmly believes that there will come a day when dreams are realized.
Dora takes off 🛫!
She believes that hard work can change destiny.
She also firmly believes that there will come a day when dreams are realized.
Dora takes off 🛫!
See original
Brother Huabai, how can I withdraw the U exchanged with this IP? It has fallen now and I want to withdraw it to buy spot
#币安Web3钱包 Story—IP. 0 free 30U
The pre-price of the IP on BYBIT is 3U, with a total of 5 tasks, 3 of which have already ended, and there are still 2 remaining tasks to complete.
For the free option, a total of 444,400 IP tokens will be shared among about 300,000 people. If all 5 phases are completed, each participant should be able to receive 2-5 tokens.
Because many people did not complete all tasks.
The pre-price of the IP on BYBIT is 3U, with a total of 5 tasks, 3 of which have already ended, and there are still 2 remaining tasks to complete.
For the free option, a total of 444,400 IP tokens will be shared among about 300,000 people. If all 5 phases are completed, each participant should be able to receive 2-5 tokens.
Because many people did not complete all tasks.
See original
Flower White Brother, where can I withdraw the USDC after changing the IP? It's in his swap section.
IP is most likely to be a fixed-point explosion.
The pin was inserted to 9.59, and the other exchanges were inserted to 8.99. It can be seen that the liquidation was close to 30 million US dollars, and most of them were short orders.
There are still many short sellers now, and it is not ruled out that the dog dealer will simulate it again.
The pin was inserted to 9.59, and the other exchanges were inserted to 8.99. It can be seen that the liquidation was close to 30 million US dollars, and most of them were short orders.
There are still many short sellers now, and it is not ruled out that the dog dealer will simulate it again.
See original
Charge! Charge! Charge!
Dogecoin was created in 2013 as a 'joke coin' to mock the cryptocurrency investment craze, featuring the Shiba Inu as its mascot and full of fun. It is based on the Litecoin algorithm, with no upper limit on total supply, fast issuance speed, and low cost. Compared to Bitcoin, Dogecoin has a shorter transaction confirmation time and lower transfer fees. Due to the spread on social media, Dogecoin's popularity surged rapidly, and support from some celebrities made it even more prominent, with significant price fluctuations. Although it has entertainment attributes, it has also carved out a place in the virtual currency market. However, investing in virtual currencies carries high risks, and Dogecoin transactions also face regulatory risks and significant price volatility.
See original
Learned
Quoted content has been removed
See original
?
Binance Wallet Story event airdrops are available, 0.5-0.6 ip per task, 2.7 in total, currently worth $4.6, too lame, even pork trotter rice😭
You need ip as gas to claim, comment and I'll send it to you
You need ip as gas to claim, comment and I'll send it to you
See original
He removed the address and commented, crying
Binance Wallet Story event airdrops are available, 0.5-0.6 ip per task, 2.7 in total, currently worth $4.6, too lame, even pork trotter rice😭
You need ip as gas to claim, comment and I'll send it to you
You need ip as gas to claim, comment and I'll send it to you
Login to explore more contents
Explore the latest crypto news
⚡️ Be a part of the latests discussions in crypto
💬 Interact with your favorite creators
👍 Enjoy content that interests you
Email / Phone number
Trending Topics
USGovShutdownEnd?
615,163 views
6,147 Discussing
Crypto News: Crypto Markets Eye Relief as U.S. Senate Reaches Deal to End Government Shutdown
Binance News
37 Likes
13k views
StrategyBTCPurchase
43.7M views
104,769 Discussing
CryptoIn401k
14M views
23,775 Discussing