Mando投资经历与关联项目 - Woofun

消息提醒

登录后查看消息

查看全部消息管理订阅

Mando投资经历与关联项目 - Woofun

09

社媒动态

@rektmando · 0

Mando@rektmando · 1 天前政策影响

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: https://t.co/7EJrnNibAt BTC holds $82K, US wont attack Iran, OpenAI scares stocks Crypto * BTC: 82,530 (0%) | BTC.D: 59.6% * ETH: 2,504 (-2%) | BNB: 742 (-3%) | SOL: 110 (-3%) * Fear & Greed: 58 | 24h Liq: $1.09B * BTC ETFs: -$244M | ETH ETFs: -$73M * Top Gainers: KAIA, STRK, DRV, Q, BP * BTC pulls back from $80K, holds $82k * $1B crypto longs liquidated in 24 hours * Trump unveils $215M quantum computing plan * US government moves $1.01B BTC * TD Cowen lifts BTC’s 2029 target to 280K * BTC hash rate up 14% from June lows * 6.26M BTC have public keys exposed: Glassnode * Citrini releases favored tokens basket * Pumpfun expands Custom Pairs * ZEC devs target Jan for quantum resistant payments * CFTC chair Selig backs right to self-custody * Monad shifts focus to quantum security * STRK surges as Starknet eyes quantum-safe L1 * Pyth DAO commit 100% revenue into buybacks * Aptos unveils tokenomics overhaul * US senator questions Cantor over Tether ties * DWF Labs sues BitGo for $141M * Securitize jumps 10%+ on tokenised US stocks * Ondo launches Private Markets onchain * Orca, Loopscale merge under Formation brand * Netflix releases FTX series ‘The Altruists’ trailer * EU wants unauthorised stablecoins off CEXs * Thailand approves BTC, ETH ETFs * French committee backs stablecoin trade tax * Greece proposes cutting crypto tax to 10% Macro * NASDAQ: $27,190 (-1%) | Gold: $4,190 (+1%) * US wont attack Iran pre midterms: Trump * AI stocks selloff drives US stocks lower * Tariffs drove inflation on many items: NY Fed * Inflation fears in the US highest since May 2023 * US deficit hits $2T in fiscal 2026: CBO * US jobless claims signal low layoffs * US insider stock buying slowest in 23 years * US mortgage rate nears 3 year highs * US treasury blocks $175M to dead recipients * Billionaires spent record $1.7B on midterms * Hurricane shuts 63% of US Gulf oil output * Trump weighs Russia deal to reopen NordStream * China to resume fuel exports * Ukrainian drones hit major Russian refinery * EU Parliament calls for Muslim Brotherhood ban * India stocks fall to lowest in nearly 3 years * US suspends 8 firms from PERM green cards * US measles outbreak worst since 1991 AI & Tech * OpenAI ARR near $50B, not $70B * AI stocks sink on OpenAI ARR report * Iran used ChatGPT for fake news plants vs US * OpenAI defends firing of researchers * Anthropic offers free security scans for OS projects * Anthropic bans abusive behavior towards Claude * Claude Dashboards, Claude Motion enter beta * Google wants Gemini as coworker with own email * Microsoft 365 Family subs to share AI benefits * Vera CPU has 2x throughput vs x86: Nvidia * Apple to debut first touchscreen MacBook * Nvidia-backed Firmus pulls $5B Australia IPO * SpaceX plans to become major US mobile carrier * SpaceX spectrum deal hammers AT&T, Verizon * S Korea banks hacked using Chinese AI agent * California tries to shut robot v human cage matches @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm

302676.9K

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Mando@rektmando · 2 天前政策影响

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: https://t.co/7EJrnNibAt Crypto lower, US weighs Iran strikes, TSMC Q3 revenue beats Crypto * BTC: 82,291 (-1%) | BTC.D: 58.8% * ETH: 2,529 (-2%) | BNB: 760 (-1%) | SOL: 112 (-3%) * Fear & Greed: 63 | 24h Liq: $415M * BTC ETFs: -$485M | ETH ETFs: -$161M * Top Gainers: MET, QRL, APEPE, W, STRK * Crypto lower, as US weighs more Iran strikes * $319M in BTC bids stacked between $81-83K * US moves $470M crypto to Coinbase * Drake urges crypto 'bunker mode' on AI threat * Vitalik bats for Drake’s call to protect funds * Hyperliquid begins $330M HYPE OTC distribution * Hyperliquid Strategies denies buying HYPE OTC * Metaplanet to issue BitBonds at 4.2% yield * CFTC to apply derivs margin controls to crypto * ACK pfp sold for $120k * V4 doubles on the back of the Claus run * ADA meme SNEK up 52% this month * Chainlink records 24 partners in Sep * HashKey, BitGo add ETH, SOL staking for firms * Samsung to bring USDC to 82M US Galaxy devices * Circle brings USDC, EURC payments to SAP * Wells Fargo, Payward discuss crypto trading deal * Cointelegraph denies seeking buyer * Ripple pushes into leveraged ETF financing * Paxos adds XRP to crypto brokerage platform * Canton Network integrates Ripple Custody * Sui tunnels hit 40.6M TPS in AI stress test * Hunter Biden gives full accounting for LAPTOP * Canary files amended S-1 for Staked SEI ETF * Moody's gives Sky Protocol B3 rating * Uranium Finance hacker convicted of $55M theft * Stellar RWAs surge to $3.5B * Trader Frogman hacked for $4M+ at TOKEN2049 * Smart contracts are 'pretty dumb': Hoskinson * Russia registers top banks for BTC services * Kazakhstan, Tether sign stablecoin deal * Kyrgyzstan ends state stablecoin project Macro * NASDAQ: $27,540 (-0.2%) | Gold: $4,120 (+0.3%) * Trump weighs Iran strikes pre-midterms * US may target Iran energy, nuclear sites * Houthis attack Saudi airports * US 10yr auction draws strong demand * Yields resume rally, 30yr yield hits 24yr high * Most fed officials expect another hike this year * US office loan delinquencies rate hit ATH * DNC sues Trump admin over ads * Trump eyes $70K work permit fee for students * All eligible kids auto-enrolled in Trump accounts * RFK Jr plans federal vaccine injury investigation * Trump to award Elon the National Medal of Science * FCC bans Chinese labs testing US electronics * Chinese stocks lag S&P 500 by record margin * PBOC gold purchase in Sep highest since 2023 * US seizes Cuba-bound 600K gallons biodiesel * Syria weighs sending troops to Yemen * Iraq asks Syria to act as Hormuz bypass * Trump urges Xi to lift export curbs on Japan * France to release 10M bbl of diesel reserves * Student protests spread across Europe * Spain revives rent caps ahead of snap election AI & Tech * TSMC Q3 revenue hits ATH, beats estimates * Samsung forecasts record Q3 profit * Anthropic launches Haiku 5.5, its fastest model * AI, robots can cover 81% US jobs: Anthropic * ChatGPT 'Intelligent UI' adds charts, pics, buttons * Grok Bot gets major update * Broadcom seeks $50B+ financing for OpenAI chip * Google lets users build a game by typing a prompt * Microsoft releases new Nvidia-chip AI PCs * First Nvidia RTX Spark laptops cost up to $7K * Manus raises $500M after break-up with Meta * Nebius lifts H100 rental prices 17%, B300 by 21% * Bain sees ~150GW of new data centers by 2030 * San Francisco temporarily bans new data centers * Nous Research hits $1.5B valuation, adds AI agents * Indian 'oligarchs' blocking Starlink: Elon * FCC weighs easing AI robocall rules pre-midterms @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm

Mando@rektmando · 2 天前观点输出

live with Moose & @wizardofsoho

204679.2K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mando@rektmando · 2 天前观点输出

Next to the trading competition champs https://t.co/F4pTEOKluc

701339826.0K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mando@rektmando · 3 天前政策影响

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: https://t.co/7EJrnNibAt Crypto cools, Abstract to shut down, Nvidia ATH Crypto * BTC: 83,700 (-3%) | BTC.D: 58.7% * ETH: 2,593 (-4%) | BNB: 768 (-2%) | SOL: 118 (-2%) * Fear & Greed: 70 | 24h Liq: $551m * BTC ETFs: +$119M | ETH ETFs: -$202M * Top Gainers: GRX, NMR, PRL, CAP, ORCA * ETH leads crypto sell-off * BTC flash dump, $400M+ liquidated in 15 mins * US moves $103M in BTC and BNB * Seelig cites cryptos as ‘digital commodities’ * Seelig outlines opt-in framework for CEXs * 51% institutions expect crypto boom: State Street * BTC historically +25-92% a year after midterms * BTC volatility falls to 44% from 66%: Bitwise * Robinhood adds $25M BTC to balance sheet * Ethereum costs to fall further in 2 years: Vitalik * Crypto spot volume up +20% in Sep * Capital rotating back to crypto from AI: Raoul PaI * Bitmine won't buy ETH beyond 5% of supply * Ethereum Glamsterdam upgrade live on Sepolia * Winklevoss Group files for spot Zcash ETF * IRS issues staking safe harbour for trusts * EtherFi launches stablecoin managed by Ethena * USDC bridge now supports Solana * OKX raises at $25B valuation from Circle, Ripple * Abstract to shut down on Dec 15 * Strike launches 3.6% cash yield paid in Bitcoin * Aptos MonoMove runs contracts ~55x faster * Sui partners with Alibaba Cloud on AI payments * Ondo launches tokenised notes on private firm * Coinbase Pro to return via Deribit integration * Polymarket unveils Protocol V2 * Polymarket takes Dutch regulator to court * Kalshi launches first US stock perp futures * Hyperliquid may be outside jurisdiction: SGP * S Korea open to scrap/delay 20% crypto tax * Germany denies MiCAR license to Bitcoin Group * S Africa's top bank FNB to launch BTC trading Macro * NASDAQ: $27,600 (+0.4%) | Gold: $4,140 (-0.6%) * S&P 500, Nasdaq hit new ATH * Q3 S&P 500 profits expected +29.5% y/y * Short interest in Russell 2000 at 2019 highs * US trade deficit increased 8% despite tariffs * Trump mulls federal gas tax suspension * 50+ Iranian tankers stuck as US blockade bites * Iran has loaded no crude since 25 Aug: Bessent * Strait of Hormuz 'belongs to the US': Trump * Shell refining margins hit ATH on Gulf crisis * Explosion shuts Venezuela's 2nd largest refinery * Ukraine strikes large oil tanker off Sochi * US threatens UK sanctions over Israel boycott * UK threatens expulsion of Israeli diplomats * French bonds rally on Le Pen’s shadow budget * Le Pen leads 2027 French polls, 2x closest rival * Russia says no plague, despite lab worker's death * Asian gold miners hoarding supplies * US bank home repossessions up 42% y/y * Paramount closes Warner Bros deal AI & Tech * Nvidia, AMD hit new all-time high * SpaceX seeks $40B from Apollo to buy Nvidia chips * OpenAI shops $30B round to UAE funds, BlackRock * OpenAI adds more sponsored results to ChatGPT * OpenAI model resolved 100+ open math problems * Google launches Nano Banana 2.1 at half price * Finland orders Google to halt work at 2 DCs * Constellation surges on 20yr Google nuclear deal * Meta joins group for agentic commerce standards * Mistral AI releases massive 'Le Chonk' model * AI startup Lambda raising $4B ahead of IPO * Hyperscaler capex to hit $5.5T in 2026-29: UBS * Apple partners with LG on home devices * DeepSeek considers doubling funding to $14.9B * HubSpot cuts 7% of staff, denies AI is the cause @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm

Mando@rektmando · 5 天前政策影响

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: https://t.co/7EJrnNibAt BTC back at $86K, PUMP remains strong, Mag7 ETF inflows ATH Crypto * BTC: 86,055 (+1%) | BTC.D: 59.1% (+0.3%) * ETH: 2,715 (+1%) | BNB: 789 (0%) | SOL: 121 (-1%) * Fear & Greed: 71 | 24h Liq: $168m * BTC ETFs: +$190M | ETH ETFs: -$17M * Top Gainers: FET, ADA, STONK, CHIP, VIRTUAL * Crypto higher, BTC ETFs on weekly inflow streak * SEC approves 3x leveraged BTC, ETH ETPs * BTC liquidation cluster sits near $90K: Glassnode * BTC LT holders in profit all cycle: Glassnode * 40K+ BTC have left exchanges since Sep 22 * IBIT forms first ever Golden Cross * NEAR Intents recovers all hacked funds * Bitwise CEO personally buys into NEAR ETF * PUMP leads alts, flips Hyperliquid on 30d rev * Solana posts ATH 8.92B non-vote txns in Q3 * No MetaMask funds hit in incident: Lubin * Zcash activates NU7 on testnet * Tate moves $1.87M of HYPE to Binance * Financial privacy should be the default: Pierce * Banking Group sues to block crypto 'side door' * OKX files with SEC for tokenised US stocks * Blast to shut down after raising $20M * Russia pays ministry staff in Digital Rubles * Japan imposes new digital sanctions on Russia * South Korea unveils tokenization rules Macro * NASDAQ: $27,190 (+1.2%) | Gold: $4,150 (+0.3%) * This week: PMI, Fed minutes, 10yr note auction * Mag7 ETFs monthly inflows surge to ATH * US now 45% of world equity market value * Softer jobs data quiets rate hike expectations * 78% odds Fed holds rates this month: CME * Global debt hits record $365.5T * Euro falls to 17-month low * Trump confirms $5K dividend per citizen * DOJ won't reopen criminal probe into Powell * Hormuz stays shut until US meets terms: Iran * Iran's oil minister resigns * Iran facing zero oil revenue: Bessent * Gulf crude exports hit 6 month high * Houthis attack Saudi Aramco sites in Riyadh * Yemeni, Saudi forces launch Houthi offensive * US wants talks with Russia, Ukraine by end-Oct * US monitors suspected Russia plague * Bolsonaro beats Lula in first election round * Global food prices hit highest since 2022 * Soros donates $102M ahead of midterms AI & Tech * Trump forms SuperIntelligence Force, Clayton Czar * Trump pulled off 'Bretton Woods' of AI: Sacks * Elon to rename SpaceXAI to SpaceXSI * OpenAI safety employee quits, sounds alarm * World must 'accept some bad things’ re AI: Altman * Reflection set to shake up AI race with new model * Hackers posed as Anthropic staffer for AI data * AI lacks the 'spark of humanity’: Pope Leo * Anthropic lobbying Vatican on AI consciousness * China's Kimi AI 'thinks she is Claude’: Bessent * PewDiePie unveils 'uncensored' Ajax AI model * Cerebras chips run short as Jane Street buys * AI-linked roles have added 750K+ US jobs since 2023 * Data Centres will 'go to China' if shunned: Trump * South Korea to invest $900B+ in AI * Vistra rallies pre market on $4B US funding report * Tesla Cybercab had a rocky first month in Austin * Palantir insiders keep selling, no purchases * GameStop CEO buys ~$57M of stock in a month @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm

Mando@rektmando · 5 天前赛道影响

ZEC my biggest alt long again feels like its bottomed before a bounce tight stops if it breaks $1250

39942527.0K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Mando@rektmando · 5 天前观点输出

$1.51m uPnl this week using grd bots @pionex https://t.co/fru2ImrqNq

42518326.6K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mando@rektmando · 7 天前观点输出

PUMP seems to be playing out as predicted here

39823726.5K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mando@rektmando · 8 天前观点输出

big liquidation wicks in alts this is the only one i keep buying atm

27425326.9K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。