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Asia
Joined September 2018
Photo by 与谁共鸣 (@robert202103)Photo by 与谁共鸣 (@robert202103)Photo by 与谁共鸣 (@robert202103)Photo by 与谁共鸣 (@robert202103)Photo by 与谁共鸣 (@robert202103)Photo by 与谁共鸣 (@robert202103)Photo by 与谁共鸣 (@robert202103)
与谁共鸣 retweeted
0:00 - Hyperliquid x ICE news 4:09 - $HYPE chart and levels 7:04 - Kinetiq L2 & coins to buy 10:51 - Update on the $ETH short 24:14 - Equities earnings carnage 28:02 - Macro outlook and what to hold october 30th, 2026
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The Elysium ecosystem is filling up fast The infrastructure is already taking shape. Now the app layer is starting to expand. NFT / DEX - @kalosfun - @AtlasHL - @HyperFlow_fun DeFi - @NestExchange - ve(3,3) - @HybraFinance - Liquidity - @Pindar_finance - Funding Rates Prediction / Betting - @hyperflip_xyz - Combo Bets - @speculatexyz - Prediction Markets And this is still just the beginning. More builders. More apps. More liquidity coming to Elysium. @Enter_Elysium
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I think people are still underestimating how early @Enter_Elysium is Mainnet isn’t even fully live yet and there are already 7 launchpads positioning for the first wave: - @AscendLaunch - @oxleydotfun - @SignalFam - @CorePad_hl - @perpmefun - @Neuriio - @MontraXYZ This is usually how the casino starts What catches my attention isn’t the number of launchpads itself It’s the fact they’re showing up this early When multiple teams start competing for the same early users and liquidity, usually something is about to get noisy I don’t expect all 7 to survive I’m just trying to figure out which one becomes the default place people go when the first real Elysium runner appears That’s the bet
I can see $ECAT becoming the meme leader on @Enter_Elysium Meanwhile, $E/acc feels more like the broader narrative of the whole ecosystem, something deeply tied to Elysium itself. And lately, $ECAT even rolled out a zero-fee bridge :)) A meme that keeps shipping. Love to see it, $ECAT @Elysium_Cat
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Grok Bot + TradingView is one of the MOST powerful AI trading setups I’ve ever used You can literally turn Grok Bot into your personal trading assistant in minutes It'll run premium indicators on live charts, conduct deep technical analysis & more feed this before it’s gone:
if you want to build an AI trading system from scratch, start with this article you will end up with real market data, real backtests and a bot that trades for you 24/7
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现在大家都在质疑 $kimchi 是否能得到 @kimchi1x 的认可,从时间线上来看,代币先于推文,只能是知道消息的人发的,代币是官方的可能性大大增加。 发送到10亿!!! solana:CSocnzcRpgSCr1naKcNTieWZUxb6rABe45j844m7pump
$KIMCHI 时间线(utc): 23:00:15 · 钱包 EFSr…56oF 创建代币,并在同一笔交易中买入 79% 供应量,花费 86 SOL 23:00:21 · kimchi 发推文 “october 2026 vlog in bio” 23:01:12 · EFSr 把 750M(75%)转到 kimchi 的 pumpfun 钱包 Gs5FH…GYeX 代币上线 6 秒后他才发推 有人精确知道上线时机 钱包情况: · 创建者 EFSr:已存在 2 年以上,solscan 显示它是 2,728 个钱包的首批资金来源 · kimchi 钱包 Gs5FH:首笔 SOL 来自 “losther” GgbCF…,它是 31,678 个钱包的首批资金来源 · 该钱包内 1.35B $PUMP(约 650 万美元)来自 binance + okx 提现 数据: · kimchi 钱包:750M $KIMCHI 账面价值约 2200 万美元 · 所有池子总流动性:约 120 万美元 · 单一钱包持仓约为流动性的 20 倍 目前尚未卖出。但如果卖出,将没有接盘流动性 历史: kimchi 2024 年公开分享过的一个钱包,在 $STAR 上线 12 秒后买入,当天卖出(h/t @SpecterAnalyst) 谁在控制 EFSr 是没人回答的问题
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I rarely share my thoughts on altcoins, but I think many are sitting in fairly decent positions. A lot of coins flushed 20–30% during this $BTC drop, which is substantial considering BTC itself only fell around 8%. In the early stages of a bull cycle, I’d rather be positioned in these coins before BTC makes new highs. SOL, LTC, ASTER, BNB all look interesting to bid here. SOL 97-103 / LTC 56-59 / ASTER 0.66-0.7 / BNB 722-680 There may still be some more temporary downside, but I think the RR is starting to look attractive. If BTC makes its move towards 126K, I believe many of these coins will rally 50-75% from current prices.
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Here’s the full Tesla Roadster unveiling event. 0:15 – Crazy Tesla + SpaceX collab preview
2:25 – Last manually driven Tesla car
2:53 – Taking it way past the limits
3:15 – Countdown & first flight works
5:38 – Flying cars are real
5:41 – Peter Thiel flying cars quote
6:02 – Fan suction system (up to 2G)
6:16 – Downforce & crushing track records
7:08 – Starman appearance
7:52 – Rocket thrusters & full gymnastics
8:52 – Kickflip demo (Tony Hawk approved)
9:32 – Real road car + rocket car future
9:56 – Air tanks, nozzles & specs
10:14 – Rechargeable ultra-high pressure air
10:36 – Car reveal & aerospace design
12:50 – Fan modes 
13:37 – Variable pitch rear wing
13:50 – 0-60 goal under 1 second
14:21 – Acceleration demo
16:22 – 0.81s 0-60 achieved
16:26 – Production car will be even quicker
17:05 – World’s quickest production car
17:28 – Top speed & Snake River Canyon teaser
18:26 – Mach 0.5+ goal
18:52 – First best flying car + last best driver’s car
19:04 – Production starts 2028
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与谁共鸣 retweeted
美股代币化全链熄火后,LONG 终于交出了它的破局答卷。 最近大家都在吐槽美股代币化是“伪需求”——Degen 嫌慢,正经股民嫌烦,单纯搞个 1:1 影子股票根本打不过传统免佣券商。 但今天 @longdotxyz 联创 @Natan_benish 发的长文,把 Stock-Fi 的维度拉高了一整层:他们正式推出了【社区主动管理型资产篮子(Thematic Baskets)】。 简单拆解这个机制为什么是美股代币化的真正破局点: 从“买单只股票”到“买垂直叙事”: 在传统股市,伟大的公司往往不仅代表自己,更代表一个未被定价的时代赛道。 Nate 举了个极佳的例子:如果 5 年前,社区为英伟达打包一个“数据中心算力链”篮子,而不是等到华尔街把它从“显卡公司”重估为“AI 基础设施”——社区就能在叙事爆发前,提前吃满整条产业链的超额溢价。 加密圈的“注意力经济”反哺传统资产: 加密圈最擅长做叙事定价(比如 Zcash 绑定隐私叙事,HYPE 绑定链上 Perps)。 现在 LONG 把这套逻辑搬到了美股: • AI/算力社区 → 自动化打包数据中心+上游供应链资产 • 创新药社区 → 打包 GLP-1 减肥药/多肽概念生态 • 芯片社区 → 打包内存/封装瓶颈资产 散户去券商买的是单只静态股票,在链上买的则是由狂热社区自主发现、动态平衡的“先锋概念 ETF”。 流动性飞轮形成闭环: 过去散户在链上炒美股代币,赚了钱就提现砸盘跑路; 在 Baskets 机制下,社区自身成了资产的分发引擎(Distribution Engine),交易产生的 Flows 会被自动沉淀到配对流动性池、社区金库(Vault)和外部 LP 中,实现链上资产的自造血。 单只股票代币化是华尔街玩剩下的死胡同; 但“社区自治 + 垂直叙事 + 自动化资产篮子”,或许才是 Stock-Fi 颠覆传统金融的真正杀手锏。
With all the market noise, we haven’t said enough about the actively managed baskets we released on @longdotxyz (more is coming) a lot of our releases so far doesn't require direct user engagement they run on auto pilot. I think this is one of our biggest leaps in fulfilling a bigger vision of stock-fi by enabling stock pairs to express VERY specific narratives and amplify them(remember these are stock based communities that generate flows by being dist engine for stocks and capture these flow into deep stock liq in the pair pool, community vault and external LP) Stocks increasingly represent more than individual businesses. The strongest performers often become proxies for entire categories. But sometimes the category itself is not yet exciting or the stock didn't even recognized in it. Crypto already works this way: zcash → today privacy(in the past a more secure/efficient BTC) HYPE + LIT → onchain perps(maybe 2y ago it was about onchain crypto perps eating CEX perps but now liq market infra/RWAs perps?) Community-owned and managed baskets bring that same thinking to stock pairs, letting communities accrue value from net long bets while amplifying an underpriced narrative behind their stock before it gets massive. AI/compute related pairs → datacenter + supply chain baskets Pharma pairs → GLP / peptide baskets Memory pairs → Leopold/bottleneck style baskets Imagine the NVDA community building a datacenter basket five years ago, while everyone still called it a GPU gaming company. A way to gain exposure to the compute thesis while reinforcing the bigger bet: NVIDIA becoming the backbone of global AI infrastructure. Stock communities can now own the future they see coming. Distribute it with via basket pairs. And even enable multiple diff thematic "bets" via baskets. The design space is infinite. And we’re still completely underestimating how much “delusional,” conviction driven communities on LONG will impact the financial system. LONG.
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Outlook for $BTC. Midterms approaching. My plans.
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章泽天播客对何超琼的这个专访,真心建议兄弟们认真看完。 很多人只知道她是赌王的女儿,却不知道她扛过多次危机,才能独掌商业大盘的掌舵人。 大部份人都幻想生在豪门,只看见外人眼里的风光,却不知道背后的重担。 这一小时完整版,何超琼放下光环,聊自己年轻时的取舍,还有接手家族生意闯过难关的真实经历。 豪门的财富只是表象,真正值钱的,是她历经世事沉淀下来的眼界和处事认知。 静下心来看完,很多观点会颠覆你的想法。点赞收藏,慢慢细品。
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与谁共鸣 retweeted
.@cz_binance ’s X follower milestones, and the days between each one: 0→ 300k (16 Mar 2019): 563 days 300k → 1M (13 Mar 2021): 728 days 1M → 7M (2 Oct 2022): 568 days 7M → 10M (20 Mar 2025): 900 days 10M → 11M (20 Apr 2026): 396 days 11M → 12M (21 Jul 2026): 92 days 12M → ~12.9–13M (5 Oct 2026): 76 days
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到底為什麼愛生氣?
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I gave Claude another 18 hours.. and I think this one is the best one yet Macrohard: Windows XP I'm blown away
Gave Claude another 12 hours to one up this.. Woke up to.. The Clodyssey
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اذا كنت تعاني من ألم في الركبة جرب هذا 👌🏻
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Urge to go to space one day violently increases
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与谁共鸣 retweeted
《OVERMAN》一定要把它看完,真实感知到现在AI对视频/电影行业的真正冲击和影响。 真正的工业级产出,史密斯吃面已成历史。
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与谁共鸣 retweeted
强烈建议所有的男人,这段视频至少看三次以上。 2倍速刷完李嘉诚的访谈 不得不佩服,他的成功,绝不是偶然 看完才知道他靠的是近乎变态的自律与极度冷静的判断力
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马斯克接受中国专访的视频呢来了,信息含量爆棚!(完整版) 马斯克已经不太关心下一个模型谁赢了,他在想的是 AI 接管现实世界之后,人类社会到底会变成什么样? 中国 AI 算力受限,但马斯克认为,中国可能已经是单位算力效率最高的玩家,而且芯片和算力限制,2-3 年内可能就会快速补上。 更关键的是电力,中国现在的发电能力已经大到一个惊人的水平,AI 最后拼的不只是模型,而是谁能持续给几百万、几千万张芯片供电。 然后他说了一个我觉得更值得注意的点:Grok 接下来要吃 SpaceX 和 Tesla 的真实工程数据。 Anthropic 已经把 AI 写代码做得很强,但让 AI 真正理解火箭为什么爆炸、汽车为什么故障、工厂为什么停机,现在还没人真正做透。 Tesla + SpaceX 手里那堆现实世界工程数据,可能才是 xAI 后面最难复制的资产。 马斯克预计,10 年内至少 10 亿台人形机器人,15 年可能 100 亿台,20 年甚至可能到 1000 亿台。 机器人不用长大、不退休、不睡觉,一个星期可以干 168 个小时。等机器人开始造机器人,生产力增长就不是线性的了。 所以他说:未来,钱可能都没那么重要了。 不是货币消失,而是商品和服务便宜到接近无限供给。 你想要房子,机器人给你造。老人需要照护,机器人去照顾;孩子需要老师,每个人都有一个私人 AI。 一个普通人甚至可以管理几百、几千个数字 Agent 和实体机器人。 马斯克讲的下一阶段是:电力给 AI 供能,SpaceX 和 Tesla 给它现实世界经验,机器人给它身体。 真到了那一步,AI 就不再是一个软件行业了。 它开始变成整个经济本身。
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$e/acc 四年硅谷亚文化,这个代币最大的作用是用于将来:e/acc 智库 的资本金 SOL合约 CbcyNo7m1amFWqEQm2m4PLv1UNvpcL3C1Ujm6AkzpKoU ➟ 第一个将文化主义资本化 -动物有 $DOGE -文化有 $PEPE -主义就是这个 $E/ACC (市值可以先看没有背书的E/ACC D/ACC 当时大几千万,目前15M附近,第一个支撑位) 首个有正主背书的:知名意识形态被金融化 $E/ACC 要知道在AI时代下,这个概念后面会一直被提到。是一整套已经存在四年的硅谷亚文化。 07:04: Beff 表示自己的 X Money 正在收到大量款项。 09:18: 他表示计划与 @mjdramstead 建立非营利组织,涵盖 e/acc 跨学科研究、智库及政策咨询。 10:43: 他肯定 UsePaid 的构想,认为它改善了 Meme 交易群体与文化创作者之间的关系。 🧵 特别要理解一下: 9 月 26 日 09:46,@Beff 在自己的帖文中以 SHIB 与 FLI 的历史资助作类比,说 e/acc 智库应利用手头资本建立资金储备,并用了“战时”的比喻的意义。 这个IP与加密圈的强关联: Beff 是 Guillaume Verdon: 前 Alphabet X 量子技术负责人、物理启发 AI 硬件公司 Extropic 的创始人。 Forbes 在 2023 年公开其身份;他随后做过 Lex Fridman 长访谈 2026 年又在 a16z crypto 主办的节目里与 Vitalik Buterin 辩论 e/acc 与 d/acc。 Elon Musk 曾在 2025 年回复他的帖文,说明 Beff 的观点进入更广泛的科技讨论,但这些互动均不构成对本币的背书。
$e/acc Effective Accelerationism 本身就是知名加速主义叙事梗 CbcyNo7m1amFWqEQm2m4PLv1UNvpcL3C1Ujm6AkzpKoU 手续费走 UsePaid 给 @beffjezos(e/acc 创始人 Guillaume Verdon) 叙事是给加速主义建 warchest、怼 AI doomer / 体制内 EA。 这是中秋期间跑出来的旗舰meme了,策略: 头仓+跌补,北斗雷达40万上了已有一定倍率了。
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