WutalkWu

朋友群里说，全球四大芯片公司（英伟达 AMD 英特尔 博通）CEO 竟然都是闽南文化圈（两位马来两位台南）

更进一步，中国南方历史上的商业拓展，就是从福建（宋元），外溢到浙南潮汕广东东南亚乃至全球。

这么看，比特大陆创始人詹克团（福州人）做芯片、打造一个另类的芯片帝国，也算是沿袭传统了🤣

和朋友聊，一些怪里怪气的项目怎么能拿到巨额融资，排除一些幕后交易，还可能有些人情债的成分

比如我给你儿子的项目投点，你给我儿子项目投点，人情互换

其实交易所上币有时候也是，看着上一些古怪的币，或者帮一些古怪的人站台，有时候也是在还债

比如你帮我拿了个重点牌照，我上个你的币

Why does the cryptocurrency space have gains and losses from the same source?

Naval says: Habits are everything

We have accumulated thousands of habits. These habits run continuously in our subconscious, while the cerebral cortex only allocates a little bit of thinking power to deal with new problems.

If you want to develop or change a habit, start by persuading yourself on a cognitive level, rather than forcing yourself to "persist."

The accumulation of habits has a compounding effect; small changes in habits can lead to significant differences over the long term. Use "leverage thinking" to filter habits, prioritizing the cultivation of high-value habits that can bring long-term compounding rather than low-efficiency busyness.

Naval has several other points:

Learn different disciplinary thinking models for more rational and accurate judgments;

Strive to master unique skills required by society, known as "unique knowledge"—knowledge that is unique and difficult for others to replicate, allowing you to gain a competitive advantage in the market;

Use correct judgment to guide actions; ordinary people often waste time on short-term thinking and meaningless heavy work, while those with high cognition will deliberate like Buffett for a year and then take action in a day.

Hong Kong's stablecoin legislation is said to be ahead of the United States, and many people are cheering, but I'm not too optimistic.

Think about the previous Bitcoin and Ethereum spot ETFs, and the exchange licensing system, which were all ahead of the United States. Now, compared to the U.S. ETFs and exchanges? It might not even reach one percent of theirs.

Wu Zhuangjie said something true: this time, "we must not (again) get up early and catch the late market."

"Hong Kong has been actively developing Web3 in recent years and has seen some results, but due to insufficient liquidity and overly strict regulations, it is still in the initial stage."

Do you know? Currently, only four tokens for retail trading have been approved by compliant exchanges in Hong Kong: BTC, ETH, LINK, AVAX. It's simply ridiculous; I wonder if the approvers have lost their minds?

Perhaps what Hong Kong should do is not compare itself to the United States, but rather better position itself as a safe harbor for Web3 in the Greater China region, which is relatively more realistic.

Hong Kong stablecoin legislation is said to be a rush to outpace the United States, and many people cheer, but I am not very optimistic.

Think about the Bitcoin and Ethereum spot ETFs, and the exchange licensing system. How many years ago were licenses issued? Now, how do they compare to the U.S. ETFs and exchanges?

Wu Zhuangjie spoke a truth:

This time, "We must not (again) get up early and miss the late gathering."

"Hong Kong has been actively developing Web3 in recent years and has seen some results, but it is still in the early stages due to insufficient liquidity and overly strict regulations."

Perhaps what Hong Kong should do is not compare itself with the United States, but rather become a better safe haven for Web3 in the Greater China region, which is relatively more realistic.

Seeing this article from Caixin is quite interesting.

In fact, in the cryptocurrency world, corruption is a hundred times more severe, and the most profitable exchanges and mining manufacturers are the gathering places.

Traditional internet companies recruit auditors from investigative departments. However, the anonymity of cryptocurrency transfers makes traditional auditing methods extremely difficult. Many remote jobs, consultant contracts, and offshore entities are essentially untraceable; at most, they just get fired and that’s it.

https://china.caixin.com/2025-05-17/102320629.html

Although Buffett said that Bitcoin is mouse poison squared, it seems that his thoughts still have many lessons to offer for the holders in the crypto space:

1. Emotional management: If you can't control your emotions, you can't control your money.

2. Long-termism: Our holding period is forever.

3. Margin of safety: The first rule of investing is to not lose money.

4. Contrarian thinking: Be greedy when the market is fearful, and fearful when it is greedy.

5. Circle of competence: Only invest in industries or companies you understand.

6. Moat: Choose companies with sustainable competitive advantages.

7. Compound interest: Enjoy the exponential growth that time brings.

Bybit 好像推出了 megadrop 甚至 alpha 要和币安竞争？交易所能够有竞争，对项目、对用户都是好事。OKX 主打钱包，BG 一头包，只剩下 Bybit 能打了。但 Bybit 得投入百倍努力才行，币安最近实在太厉害了，把整个交易所赛道流量都吸光了。。。

CoinDesk 曝光了 Movement 和做市商的条款，应该也是大多项目的常规套路:

如果 FDV 超过 50 亿美元，Web3Port 的子公司 Rentech 可以清算其 MOVE 代币，Rentech 将可以与基金会五五分成利润。基金会则允许 Web3Port 借入 MOVE 供应量的 5% 并出售代币以获取利润。

https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-backroom-deals-shadow-advisors-and-secret-middlemen

Bitget 这个事，我理解本质是：自营做市商和风控出错，外部做市商赚走 4300 万美金，被提走 2000 万美金，可能部分被币安冻结。

然后双方继续厮杀，BG 主打司法，做市商主打舆论，互相施压，一方支撑不住压力，可能就会寻求妥协。也可能双方疲劳了没声音了，就看最后新加坡和内地法院的判决。

今天社区传闻，炒美股盈利被内地国税局要求征税，以及富途老虎疑似向国税局提供资料。

也有朋友关注炒币盈利会不会被征税。

我认为暂时还不会，因为内地合法性不确定，无法可依。

但税务部门肯定想征，早些年试探过，一些交易所已经给他们提交了大户信息与资料，少数大户和不少币圈公司机构也被搞过，但没有大规模铺开。只要交易所在某个地区用户较多，税务部门要资料和 KYC 最终都会提供的。

总之，炒币这玩意儿在国内太特殊了。你说它不合法，个人投资又不违法。你说它不违法，政府又说法律不保护相关行为。总之就是一个非常奇葩的地带。

Shuǐdī zīběn dàshān zài Space shàng shuō: zuìjìn wǒmen yǒu sì gè xiàngmù shàngxiànle bì'ān, dàn shíjì shang méiyǒu yīgè xiàngmù àn yuēdìng gěi tóuzīrén fā bì. Míngmíng zài tóuzī xiéyì lǐ xiě dé qīngqīngchǔchǔ yào fā bì, dàn shàngxiàn hòu xiàngmù fāng kěyǐ suíyì xiūgǎi tiáokǔ, tóuzīrén méiyǒu rènhé fǎnzhì shǒuduàn. Yīnwèi zài mùqián de huánjìng xià, shàng bù shàng tóubù jiāoyìsuǒ qūbié tài dàle.

水滴资本大山在 Space 上说：最近我们有四个项目上线了币安，但实际上没有一个项目按约定给投资人发币。明明在投资协议里写得清清楚楚要发币，但上线后，项目方可以随意修改条款，投资人没有任何反制手段。因为在目前的环境下，上不上头部交易所，区别太大了。当前的困境，主要是因为头部交易所过于强势，且缺乏有效的行业监管。

Bitget 与被指控的“做市商”双方的声明，有一些新的细节：

该做市商盈利一度高达 4300 万美元，但大部分没有提走；少数转去币安，但部分账户已经被冻结；Bitget 指目前还有 2000 万美金盈利被转出（可能还有其他做市商）。

This cycle has seen quite a few tragedies caused by ETH, but if you don't use leverage, it's manageable; holding spot won't lead to significant losses.

In 2017 - 2018, some projects raised ETH through ICOs but didn't sell, with ETH dropping from a peak of $1400 to a low of $89, leading many projects to quietly shut down.

There was also an episode where VB urged the foundation to sell 70,000 ETH, mostly at the peak price.

However, some project teams closed down, but still held tens of thousands or even more ETH without selling, managed to hold on, and later it was heard that they quietly became wealthy.

币圈这个行业虽然看着国际化，但真正掌权者基本还是中国和美国。简单一点：就是中国的离岸交易所、矿机生产商与矿工、交易大户；美国的 VC 和项目方、华尔街机构、合规交易所。比较悲哀的是一直此消彼长，美国总统居全国之力支持加密货币，中国从业者则要在香港、新加坡、迪拜躲躲藏藏。

加密货币（比特币）：真正属于自己的货币，不被政府或其他人控制的权力，光这一点就值 10 万亿美金。现在已经完成了 30%。

但要再往上走，比如链上纳斯达克、Web3 互联网（好像恰好是 Solana 和以太坊的愿景），可能是价值更大的东西，但现在 1% 还没有完成。

话糙理不糙。感觉币圈项目方用空投 PUA 用户时候也应该读读这个。

币安发布了一份更详细的上币指南，估计项目方都在加紧研究

我提点微不足道的建议：

第一：所有上币项目必须公布做市商名单以及做市商策略
第二：所有上币项目方持有代币大于 50 万美金异动，必须提前 24 小时公告
第三：恢复币安员工持币后 90 天后才可以交易的规则

https://www.binance.com/zh-CN/support/announcement/detail/d378c2176ac841bb8eae68f63d4c4845

什么时候币圈会拥有属于自己的银行？