朱老师区块链
3.7k Posts
朱老师区块链
Square Verified+价值投资社区，项目投研专家，返佣码：BC3000。2项国家级区块链重点研发项目核心成员，10年讲3000个项目。公众号：共识偏差（新）书中自有大饼屋，油管：朱老师区块链3000问，b站同名节目，推特：朱老师区块链
2025 Blockchain 100 — Independent Researcher
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Thank you, Binance, for the 9th anniversary gift. I've been using it for 8 years too.
Wishing Binance gets better and better.
Thanks, big brother! @Cy_Binance
As always, I bought the Binance merchandise coin—just spun it directly!
$BNB
Wishing Binance gets better and better.
Thanks, big brother! @Cy_Binance
As always, I bought the Binance merchandise coin—just spun it directly!
$BNB
666
币安广场
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Exclusive across the whole internet! Leto, a working person, makes his first live appearance, revisiting the $30 million rebound journey of the U.S. stock market.
《Crash Course in Traditional Finance》Lesson 1
ByteDance employees quit to trade U.S. stocks full-time. Online everyone calls him “Byte Brother,” also known as “Yellow-Hair Stock God.” Two hundred million people have seen his story—half ask how he did it, and half say it’s fake.
This time, he’s sitting in front of our cameras.
Is the $30 million real? What exactly are options and leverage? Why does he advise ordinary people to buy only index funds and not touch individual stocks? We’ll ask all of these for you.
Blockchain 100 | Crash Course in Traditional Finance. We won’t teach you to get rich overnight—we’ll just help you build solid foundations.
📅 2026.07.05
🕒 20:00 Beijing Time
📍 Binance Square
What do you most want to ask Byte Brother? Leave your questions in the comments section. On the day of the livestream, we’ll randomly select three people and ask him on the spot.
《Crash Course in Traditional Finance》Lesson 1
ByteDance employees quit to trade U.S. stocks full-time. Online everyone calls him “Byte Brother,” also known as “Yellow-Hair Stock God.” Two hundred million people have seen his story—half ask how he did it, and half say it’s fake.
This time, he’s sitting in front of our cameras.
Is the $30 million real? What exactly are options and leverage? Why does he advise ordinary people to buy only index funds and not touch individual stocks? We’ll ask all of these for you.
Blockchain 100 | Crash Course in Traditional Finance. We won’t teach you to get rich overnight—we’ll just help you build solid foundations.
📅 2026.07.05
🕒 20:00 Beijing Time
📍 Binance Square
What do you most want to ask Byte Brother? Leave your questions in the comments section. On the day of the livestream, we’ll randomly select three people and ask him on the spot.
US Semiconductor Special (4) - Lithography Leader ASML & High-Speed Interconnect CRDO$CRDO.US
Verified
Common enterprise valuation models use discounted future free cash flows. Xiao Zha’s rhetoric can’t immediately affect semiconductor companies’ Q2 earnings reports, and it’s also earnings season at the end of the month.
This time, semiconductors are clearly getting overly scared!
$MUB $SNDKB
This time, semiconductors are clearly getting overly scared!
$MUB $SNDKB
In the text, I said that meta is the most likely to be eliminated in this round of the AI arms race. And as it turns out, he then went to do cloud business—to fill the gap for home use. Compared with the internet of 2000, enterprises today may be smarter; they know how to reduce their risk in competition.
But I believe that as long as the contest continues, someone will inevitably fall. The AI bubble will definitely burst, and after it bursts, we’ll see an even greater prosperity!
$METAB
But I believe that as long as the contest continues, someone will inevitably fall. The AI bubble will definitely burst, and after it bursts, we’ll see an even greater prosperity!
$METAB
朱老师区块链
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The signs that this AI bubble is bound to burst!
Lately, I’ve been pondering whether the AI bubble will pop, because a lot of folks are saying it will, while others argue this AI wave might just hold its ground.
So, I want to dive into my own analysis to see if this AI wave will really crash.
First off, this wave is really reminiscent of the lead-up to the 2000 internet bubble; both saw infrastructure going crazy. Back in '98, everyone was hustling to lay down fiber optics, servers, and data centers. Now, with AI, we’re seeing a mad rush to set up AI data centers, snag GPUs, and beef up power infrastructure.
Everyone's talking about companies like SanDisk, Micron, and NVIDIA having huge orders and real business backing. And that’s true, but can these upstream AI companies actually turn a profit? If the upstream isn’t making bank, can the 'shovel sellers' keep raking it in?
So, I want to dive into my own analysis to see if this AI wave will really crash.
First off, this wave is really reminiscent of the lead-up to the 2000 internet bubble; both saw infrastructure going crazy. Back in '98, everyone was hustling to lay down fiber optics, servers, and data centers. Now, with AI, we’re seeing a mad rush to set up AI data centers, snag GPUs, and beef up power infrastructure.
Everyone's talking about companies like SanDisk, Micron, and NVIDIA having huge orders and real business backing. And that’s true, but can these upstream AI companies actually turn a profit? If the upstream isn’t making bank, can the 'shovel sellers' keep raking it in?
In the crypto world, it’s these projects that have been ruining everything—change the name and try again, classic scam tactics!
$H
$H
If you don’t buy 1500 ether, what will you play in the crypto world? The value of this saying is still increasing!😅$ETH
朱老师区块链
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If you don’t buy Ethereum at 1500, don’t go long, and you’re still shorting—what kind of crypto game are you playing?
Unless an epic-level “black swan” happens, like Vitalik (V God) gets dumped by his girlfriend and deletes the core code repository in anger; or if the U.S. and Iran ultimately fail to reach an agreement, and the U.S. fires a “Fat Boy” atomic bomb at Iran; or if the minister Wosh is unhappy with Trump’s long-term squeezing, takes his own course, and forcibly hikes rates by 100 basis points!—then it might be possible to reach around 1000–1200.
1450 was the low point in April of 2025. The two lows in 2022 were 837 and 1050. There’s no way this round could end up having the 2022 people get hurt again!
Even if it goes to 1200: 300 points downward, and at least 400 points upward—2500. How is that not a very favorable risk-reward ratio?
$ETH
Unless an epic-level “black swan” happens, like Vitalik (V God) gets dumped by his girlfriend and deletes the core code repository in anger; or if the U.S. and Iran ultimately fail to reach an agreement, and the U.S. fires a “Fat Boy” atomic bomb at Iran; or if the minister Wosh is unhappy with Trump’s long-term squeezing, takes his own course, and forcibly hikes rates by 100 basis points!—then it might be possible to reach around 1000–1200.
1450 was the low point in April of 2025. The two lows in 2022 were 837 and 1050. There’s no way this round could end up having the 2022 people get hurt again!
Even if it goes to 1200: 300 points downward, and at least 400 points upward—2500. How is that not a very favorable risk-reward ratio?
$ETH
Will the semiconductor downturn cause capital to return to the crypto market? $BTC
Verified
Han stocks collapsed by 8 points, Hynix by 14 points—the most crazy moments are when the pullback is most likely!
$SKHYNIX
$SKHYNIX
朱老师区块链
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Can Han stocks avoid collapsing? A surge in underage account openings, while elderly people use their pensions to trade stocks. When a market gets this crazy, it’s just not very normal!
$KORU
$KORU
Verified
DYDX spent a long time doing promotional countdowns and stuff. I thought they were about to announce some big news, but in the end they released this? It’s a standalone product—stock trading built for Robin—not related to their own product at all. No wonder it crashed so hard!
$DYDX
$DYDX
Old-timer-fans have made it onto TradeFi’s gainers leaderboard—truly a rare sight.
The daily chart for the big BTC shows a reversal; shorts need to be careful. The current target is to do some covering in the 66,000–73,000 range.
$BTC
The daily chart for the big BTC shows a reversal; shorts need to be careful. The current target is to do some covering in the 66,000–73,000 range.
$BTC
朱老师区块链
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This position has also been liquidated a large number of dip-buyers. At the moment, the sentiment among dip-buyers is still pretty strong. I see that Binance and the neighboring exchange are both long on more than 70%—so after hitting a low point and sweeping it clean, they can pump it up and flush the shorts out!
$BTC
$BTC
US stock semiconductor special (III) - 40000x AMAT, 6000x LRCX$AMAT.US
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