对冲超人强

#大而美法案
Musk's opposition to the 'Big and Beautiful' bill is not merely a simple policy disagreement, but rather reflects a deep collision between commercial power and political games in American society. From his numerous posts condemning the supporting legislators as 'shameful,' to his harsh words about the 'American Party' being formed the day after the bill passes, it is evident that his resistance to this bill has escalated to the level of a systemic challenge. Behind this stance lies both concern over the bill's potential impact on the business environment and dissatisfaction with the existing political ecology—attempting to leverage a new party as a fulcrum to disrupt the traditional two-party structure in the U.S.

The 'Big and Beautiful' bill, which officially took effect after being signed by Trump, is itself a reflection of the current ruling power's policy intentions, and its tax and expenditure adjustments will inevitably affect multiple interests. In a subsequent vote initiated by Musk for the 'American Party,' 64.4% of over 1.08 million participants cast votes in favor. While this data cannot fully represent the national attitude, it intuitively reflects a portion of the public's weariness with existing political options and their anticipation for 'new forces' to intervene in politics.

This seemingly personal confrontation with the bill is, in fact, a microcosm of American social contradictions: the struggle for political discourse power by business elites, public disappointment with traditional politics, and the attempts of emerging forces to seek breakthroughs within the institutional framework, together compose a complex and tension-filled picture of the current political landscape in the United States.

美国政府大棒一挥，8月1号又要向全球加征关税了。既然特朗普要给来往的东西加价收费，我们过的日子肯定会受一些影响，但也能找到应对办法：

比如我国常买的美国大豆，要是加了关税，进口成本变高，超市里用大豆做的豆油、豆腐可能会贵一点。但咱们转头就跟巴西、阿根廷多买了些大豆，价格还更划算，美国豆农反而少了生意，最后他们自己也着急了。

再比如手机里的芯片，美国说要限制卖给咱们的高端芯片。刚开始手机厂商可能有点慌，但咱们自己的芯片厂加班加点搞研发，虽然性能差点，但日常用的手机、家电慢慢都能用了。而且欧洲的芯片公司怕失去咱们这个大市场，偷偷跟咱们合作，悄悄供货，美国想卡脖子也没卡死。

还有我们出口到美国的衣服、玩具，加了关税后美国商店卖得贵了，美国人自己买着肉疼，很多美国商店就跟咱们商量：要不咱们在东南亚设个小厂，把半成品运过去加工一下再卖，躲开关税？结果咱们的订单没少多少，还顺带把东南亚的加工生意也做了。

说白了，就像俩人吵架互不相让，但过日子还得继续，大家总会找到绕开麻烦、继续赚钱的法子，谁也别想真把谁卡死。
#美国加征关税

Learn to empty yourself in times of prosperity,
In times of adversity, learn to remind yourself,
Awaken inwardly, be humble outwardly,
Only then will beauty unexpectedly encounter you.
——Keep it up!

On July 3rd at 19:00, Huang Tianwei, the founder of AEX Anyin (formerly Bit Era) exchange, has been released on bail by his family in Thailand, while AEX major holder Wu Jun has also retrieved the funds stored in the exchange. After Huang Tianwei fled, he did not allow any exchange users to withdraw their funds, with only three individuals retrieving their funds stored in the exchange.

1. Ronghua, raised 30,000 from AEX victim group friends, went to Lianjiang with Huang Tianwei's family tree to dig up Huang Tianwei's ancestral grave, retrieved 80% of the funds stored in the exchange, and signed a confidentiality agreement, with the remaining 20% to be paid back in two years.

2. Shi Dewei, the three individuals kidnapped Huang Tianwei to their car and drove onto the highway, managing to retrieve the funds stored in the exchange; later, Shi Dewei was administratively detained for 15 days and then released.

3. Wu Jun, after Huang Tianwei was arrested in Thailand for fraud, retrieved the funds stored in the exchange.

Bit Era has been operating for over a decade since 2013, with its platform users mostly being seasoned OGs in the cryptocurrency circle, accumulating substantial user funds. Currently, Huang Tianwei's approach is very clear: no user can withdraw funds back, and all those who managed to confront Huang Tianwei directly have retrieved their funds.

Infuriating? Ridiculous? The world is just that real!

Bear market fluctuations, where is the 'money' path?
Although trading pairs in BMT cannot make you rich overnight, hard work can yield miracles and accumulate small gains into large ones, resulting in over $100 in total profit.
What I care about the most is not whether I can get rich, but whether I could incur significant losses.

Brothers, Tether has announced plans to launch its own transfer public chain "Stable", a move aimed at Tron, which is expected to face difficulties in the future.

As the world's largest stablecoin issuer, Tether's USDT dominates the crypto market, with a total market capitalization exceeding $150 billion, accounting for 68.2% of the stablecoin market share. However, Tron earns $3 billion annually in GAS fees, which is essentially money taken from Tether's pocket.

Tether launching its own public chain indicates that it can no longer tolerate the situation and wants to play independently. Some friends might say: "I usually use free public chains for transfers, so I won't consider the paid ones." But you have to think: if your transfer amount is in the tens or hundreds of millions, are you more concerned about security or that one or two dollars in GAS fees?

The launch of Stable signifies that Tether is starting to develop its ecosystem, while Tron is getting cut down; it remains to be seen how Sun will respond.

What do you brothers think about this?

#稳定币 #GAS

When the wall is knocked down, it becomes a door,
When the heart is opened, it becomes a path.
Let go of the old shackles of the past,
Only then will I know that today I am me.

——Keep it up!

On July 3, the stock price of Bitmine Immersion (stock code BMNR) in the United States surged by 64.2% on the same day, now selling at $96.06 per share, and astonishingly, the stock price has increased by more than 21 times over the week.

The reason for such a crazy increase is related to the company's previous actions: it just announced that it secured a large investment of $250 million, planning to use this money to buy a substantial amount of Ethereum, treating Ethereum as an important 'asset' for the company while continuing its main business of Bitcoin mining. The market finds this credible, so the stock price surged.

As retail investors, don't get carried away by the short-term surge: a 20-fold increase in a week sounds tempting, but such explosive growth often carries a 'gambling' nature, possibly driven by market sentiment, and not necessarily linked to the company's actual value. Just think about it, how can a normal company's performance support such a crazy surge? It may rise quickly, but it could fall even faster.

We need to clarify where the 'confidence' in the stock price increase comes from? This company's core business is still Bitcoin mining, while also accumulating Ethereum reserves. However, the price volatility of cryptocurrencies is enormous, and regulatory policies are strict. Today it might rise due to financing news, but tomorrow it could fall back due to tightened regulations or a plummeting coin price. You must first understand whether you are buying it because you believe in its long-term business, or just to 'chase the trend'; the latter carries extremely high risks.

The volatility of such stocks is too great; if you invest most of your money, a reversal in trend could lead to significant losses. Among stocks that experience short-term surges, large funds may be speculating, and once retail investors follow in, they might suddenly sell off, leaving the retail investors trapped. Especially for companies related to cryptocurrencies, news and funding can be manipulated, making it very difficult for ordinary retail investors to predict.

In summary, if you want to engage with this type of stock, you need to think clearly about whether you can withstand the risk of a sharp decline, and don't just see others making money while ignoring the hidden pitfalls.

Every day travels without fear of a thousand miles,
Every day speaks without holding back a thousand words,
Every moment acts without fearing a thousand tasks.
——Keep it up!

“Banker: Son, do you know how Dad makes money?
Son: No?

Banker: Go to the fridge and grab a piece of meat,
Son (running over): Dad, here's the meat you wanted.

Banker: Now put it back.
Son (running back): Putting the meat back.

Son: I didn't earn anything at all?
Banker: Look at the grease on your hands!”

In the cryptocurrency world, stablecoin issuers are actually playing the role of bankers; they don't have to do anything and can profit from the 'pigs.' #稳定币

‍#大而美法案 The Great and Beautiful Act has passed. Can I understand that it has the following impacts on the Beautiful Country:

The Understanding King will continue and intensify his previous tax reduction policies, cutting back on the environmental and welfare spending initiated by Biden. If a tax reduction of 4 trillion is indeed implemented over the next 10 years, it may stimulate the economy but will also cut 1.5 trillion in spending, affecting healthcare, welfare, and other areas.

The voting at the time was very close, passing only with the Vice President's crucial vote, and three Republicans opposed it, indicating divisions within the party. It is uncertain whether the House of Representatives can pass it before July 4, which will affect Trump's influence.

On a social level, while the wealthy benefit from tax cuts, the healthcare and food assistance for low-income groups will be tightened, potentially widening the wealth gap. It seems protests are on the horizon again 👀.

Additionally, this will lead to an extra 3.3 trillion in debt for the U.S. over the next decade, which may attract foreign investment but will also add more uncertainty to U.S. finances and the global economy.

Today, Bitget has completed a special airdrop of 5 million U for the abnormal volatility events of April contracts. Compared to those exchanges that open and close frequently, this is much more substantial. Still, one thing remains: you can never wake up those who pretend to be asleep!

You're the best 😁

Yesterday, Bitcoin spot ETF, BlackRock's IBIT had the highest net inflow in a single day — reaching $112 million, bringing the total historical net inflow of IBIT to $52.421 billion.

I believe we can see the following three positive implications:

🍭 High market recognition: BlackRock is a globally renowned investment management company. The substantial inflow of funds into its Bitcoin ETF indicates investors' trust in BlackRock and their acceptance of investing in Bitcoin spot ETFs. It's like how everyone believes that products sold by a reliable large supermarket are definitely fine, so they are willing to shop there.

🍭 Such a significant inflow of funds means that a large amount of money is continuously entering the Bitcoin market. On one hand, it can provide support and upward momentum for Bitcoin prices, as more buyers may lead to price increases; on the other hand, it can also enhance the activity level of the Bitcoin market, making transactions more frequent.

🍭 It indicates that the participation of institutional investors in the cryptocurrency market is continuously increasing, reflecting that the cryptocurrency market is gradually being accepted by the traditional financial sector. In the future, more similar financial products may emerge, driving the cryptocurrency market towards a more regulated and mature direction.

Early investors like $Paradigm transferred 16.75 million ARB to CEX (approximately $5.85 million) with a clear purpose: to take profits. The unlocking of 124 million ARB expected on July 16 will likely create selling pressure, exacerbating price volatility.
However, I believe that the Arbitrum ecosystem and its technical advantages still exist, and retail investors need to differentiate between short-term fluctuations and long-term value.