唐华斑竹

Simple to understand: going forward, Bitcoin MicroStrategy Strategy has changed from a treasury company whose sole goal was to hold Bitcoin reserves into a trading/coin-buying-and-selling company that can sell and buy at any time.
Everything comes first for the company’s preferred shareholders and debt holders.
When you have 4% of the total Bitcoin, and you can influence the market, you can do something like this too. $BTC

This 95-year-old makes only one extremely simple investment decision and is well-off for life.
In 1986, he bought 600 shares of Berkshire stock at $2,000 per share; today, the total value is already over $450 million.
This is just like what Buffett said: at certain key turning points, making just one or two correct decisions is enough to win for the rest of your life.
In a counter-cyclical environment, we should do more subtraction in our investments—seize the core narratives and core value projects, hold firmly, and we will surely benefit greatly!
Believe in everything you’ve held on to!$AAPL.US

Over the past couple of days, Bitcoin has been getting weaker and weaker, and the criticism has been getting louder and louder, but its price is still around $59,000.
Back in 2011 on Taobao, one Bitcoin was sold for only 3.5 yuan. Almost nobody had high hopes for it. Many people would buy a little on a whim to make a small profit and then hurriedly cash out. There were even people who posted to ask what use it had, but nobody replied. Years later, its price skyrocketed—investing a few thousand yuan back then could turn into an asset worth over a hundred million. But if you rewind to that year, how many people would truly have the courage to make such a bold purchase? In reality, there just weren’t that many. Most people were convinced it was a scam.
If we could rewind time back to 2011, would we really have the nerve to buy in so boldly? Many times, it’s not that opportunities aren’t right there in front of us—it’s that when they pass us by, we tell ourselves we’re being rational and clear-headed. But looking back now, isn’t this kind of regret just the normal experience for most people? #BTC $BTC

You’ve seen what Binance is doing this time with the USD1 one-month savings/interest rate boost, right? The rate is really generous. The first 2,000 USD1 get 8.5% annualized, and the portion beyond that still gets another 0.5%. Compared to that, what are banks offering for fixed deposits these days? And dollar money market funds are only a little over 4%. Binance’s move has pushed USD1’s fixed-income yield to a new high.

The promotion lasts for just one month, from June 27 to July 27. The window isn’t long, but luckily it’s a savings account—deposit any time, withdraw anytime—and interest is credited to your account automatically every day. The tiered earnings are distributed to your spot account daily; the first reward arrives on the third day after you place your subscription. As for that additional 0.5% real-time annualized rate—it's even more straightforward: it accrues into your wealth-management account every minute. That instant feedback feels really friendly for funds that prefer to “fast in, fast out.”

The key is that the entry barrier is extremely low: you can get started with just 0.01 USD1, while the cap is set high at 2.5 million USD1—so it works for both small and large amounts. To put it simply, they’re giving benefits to USD1 holders with real money. Don’t miss it.

Now it’s become a multi-party win at the ecosystem level: Binance attracts and retains capital, USD1 benefits from the deep liquidity support of a top exchange, and users get higher interest—everyone’s happy.

In terms of operations, there’s nothing tricky. On the buy-crypto page, buy USD1 directly with fiat, or top up USD1 from an external wallet, then go to the “principal-protected + earn coins” section and select the savings/interest subscription. Visa, Mastercard, Google Pay, and Apple Pay are supported, keeping the friction cost for buying crypto to the absolute minimum.

I think the real value of this promotion isn’t just earning a bit of interest—it’s also that it provides an almost risk-free yield exit for idle stablecoins. In DeFi, doing LP often means dealing with impermanent loss; and lending protocol rates bounce around all the time. Binance’s centralized custody plus savings-style interest approach, however, ends up being a safe haven for conservative capital. Especially for people who already hold USD1, this month is basically free profit, and you don’t have to lock funds—liquidity is unaffected at all.

Promotion details: https://www.binance.com/zh-CN/support/announcement/detail/d6821242f0d44c7388a42e4514154496

#USD1 #WLFI $USD1

Ma Ji won’t be wiped out; a bull market is hard to come by. Lao Ma, can you please calm down? Admit defeat.
Ma Ji’s big brother’s Ethereum long position was partially liquidated; the current position size is only 880 ETH
Hyperbot data shows that the 25x leveraged Ethereum long position held by Huang Licheng, aka Ma Ji’s big brother, suffered partial liquidations over the past 1 hour. The current position size is only 880 ETH, with an unrealized loss of $22,000. The liquidation price is currently at $1,543, and the ROI is negative 39.85%.$ETH

Watching Duan Yongping’s move to buy Pop Mart—now that’s real financial excitement.
In just a few days, he pulled out over HK$2.2 billion in cash and hard-slammed it in, essentially buying himself into the company as the second-largest shareholder. Turn around and look at the current stock price: HK$153. With billions worth of buying like this, the big guy is still trading around his cost basis.
How was this money poured in? The pace is so fast it makes your eyes dizzy.
In April, he first sold put options to test the waters. On May 25, he made a direct, big move. HK$1.47 billion was transferred from the account, and he snapped up more than 9.82 million shares in one go, with an average price around HK$150. Once this trade was done, he immediately triggered a mandatory shareholding disclosure.
Three days later, on May 28, without even catching his breath, he pulled out another HK$757 million, this time sweeping up 4.66 million shares again at a higher average price of HK$162.5.
After these two plays, Pop Mart’s shareholder register was effectively reshuffled. Other than the founder Wang Ning sitting in the top chair, the “second-in-command” slot under him was taken over by Duan Yongping.
No flashy maneuvers—just hard cash and a hard hit.
But the market numbers don’t care about human sentiment. Now Pop Mart’s stock price is stuck at HK$153. Work out the average price from those two buy-ins: this HK$2.2 billion of real money, so far, is only just breaking even—and the batch he bought at higher levels is even sitting on an unrealized loss.
Retail investors watch every few-cents of price movement and急得拍大腿 (breathe down their own necks in anxiety). Meanwhile, he’s sitting stably right near his cost basis with tens of billions. So tell me—this boss Duan’s “super big blind box” worth HK$2.2 billion… what kind of hidden item do you think he’ll finally open? $AAPL.US

After Micron’s stock price fell from $100 to just over a dollar following the burst of the internet bubble in 2000, it didn’t return to $100 until 25 years later. After that, within less than a year, it surged 10-fold, with the latest closing price at $1,132.
After this bubble burst, it’s not impossible for it to fall back to $100... In fact, you can short the US stock market—you can do that on Binance. $MGA.US

There’s a saying my uncle taught me. He said that at a dinner party, if someone publicly insults you and then immediately raises a glass and says, “Just kidding—bro, I’ll toast you with this,” then it’s considered to be over and done with. But if your hand dares to reach for that glass, then in your lifetime you won’t be able to hold your head up in that circle.

The first time I heard this, I’d only just graduated and didn’t know much. My uncle and I went to crash a dinner gathering. At the table there was Old Liu, who did building materials business. He’d had a few drinks and started teasing my uncle. He said, “Old Zhang, you haven’t been doing too well these past few years. Back when we ran projects together, you were the most capable. Look at you now!” After he finished, he laughed first, and a few people at the table followed him and laughed too. When the laughter died down, he raised his cup and said, “Just kidding, just kidding—bro, I’ll toast you with this.”

My uncle sat there with his hands under the table, smiling on his face. He just watched as Old Liu held up his glass for a long time. Gradually the table grew quiet. The smile on Old Liu’s face dropped bit by bit. He didn’t know whether to put the glass down or keep holding it up. Later, he muttered something like, “Alright, alright—I'll drink.” He gulped it down in one go, thumped the table with the cup, and never brought up that topic again.

On the way home, my uncle told me: “If someone tramples you in public and then says it’s a joke, he isn’t joking with you. He’s seeing how much you’re willing to endure. When you lift that glass, it tells everyone that he can keep trampling you. Next time, you won’t need to ask why it’s you and only you—because the first time was when you allowed it.”

Later, I ran into something like it myself. One time, a guy surnamed Zhou, at a client’s table in front of seven or eight people, said my proposal wasn’t any good. After he finished, he lifted his teacup and said, “Come on, come on—let’s treat this as tea instead of wine. What I said just now was too harsh. Don’t take it to heart.” My hand was clenched under the table around my phone. The screen lit up then dimmed, but I didn’t move. I just sat there, looking at him. He held his cup up for a while and then drank. After that, at the next part of the meal, he never said another cruel thing.

So what do you think—should this glass be lifted or not?
$AAPL.US

The 7 biggest U.S. stock giants—could it be that at least 2 are about to blow up? It’s very likely Microsoft and Apple.
Musk said, “You think someone like Bill Gates—who founded Microsoft—is one of the world’s largest companies. You think he would be very hard-nosed, very solid, when it comes to science—but in reality, he’s not very strong in science.”
Apple is already notorious among its suppliers: it first takes technology from Supplier A, then leaks it to Supplier B, and then lets A and B compete against each other to drive down prices. This approach is called the “second sourcing strategy.”
Musk also said, “Bill Gates came to visit me at Tesla’s super factory in Austin and told me that long-distance semi-trailer trucks can’t be done. And I thought, well, we already have them—you can go drive them yourself. PepsiCo is actually using them right now.”
And the story about Apple trying to leak Samsung’s OLED technology to BOE is widely known.
The problem is that this strategy doesn’t work in the memory industry, because it requires massive capital investment. And the fourth player, ChangXin Memory Technologies (CXMT), is also constrained by U.S. Department of Defense restrictions.$MICC.US

Faced with the gradually sinking crypto market, where should we go from here?
Think calmly: I believe we can only bet on whether the crypto market will eventually perish. If you think the crypto market, as a trading arena, will indeed come to an end, then don’t play.
On the other hand, if you believe this trading market will continue to exist, then objectively speaking, no trading market can keep falling forever or keep rising forever. Whenever there is a rise, there must be a fall; whenever there is a fall, there must be a rise. As long as this market doesn’t die out, in theory it cannot keep dropping like this forever. Sooner or later, it will rise again.
I choose the latter, so my current approach is simple: if I have a bit of spare money, I keep buying on dips, accumulating cheap positions, and quietly waiting for the bull market to return.
If I’m wrong, I’ll accept it and take the loss. I’ll go to zero along with the crypto market, heading toward its demise. $AVAX

Belgian Prime Minister Complains: Not Dare to Name China—We’re Too Afraid
EU leaders will hold a summit in Brussels on June 18–19. Reports say China is expected to be at the heart of the agenda, but country leaders will not use the word “China.” Instead, they will discuss “competitiveness, global economic challenges,” and so-called “geoeconomic imbalances.”
According to European media outlet Euractiv and the Belgian news agency, on June 9 local time, Belgian Prime Minister Bart De Wever, while attending an EU think-tank event in Brussels, played up the “China threat.” He claimed that European leaders are becoming increasingly wary of China, and that the EU must urgently draw up a serious strategy to counter China’s economic dominance.
When addressing the EU summit’s intention to “avoid mentioning China,” De Wever put on an act of pity. “The reason we say ‘geoeconomic imbalance’ is just so we don’t have to name China because we’re too afraid—even to do that.” After saying this, he continued to play the innocent, asking whether there were any reporters on site.
It was reported that at the event that day, De Wever said: “(Europe) must respond. The only question is how to respond.”$BNB

I originally thought it was all over, that it was time to rebound—but then I saw Huazi shouting that it would go long, and I hesitated. After all, he’s a globally famous contrarian; once he speaks up, it’s a free-fall. What do you mean, you’re saying you’re fine and yet you come out shouting nonsense again?! It might drop even further!
On June 29, Li Hua, founder of Liquid Capital (formerly LD Capital), said, “Right now is the third wave of decline since 1011. If you follow volatility theory and cycle rules, this is Bitcoin’s last big wave of sell-off.
What everyone cares about most is what the bottom price of this Bitcoin drop will be. The main factors are the U.S. stock market and MicroStrategy. We don’t know whether the Federal Reserve’s concern over CPI will trigger changes in expectations for rate cuts— or even rate hikes. In the past, those kinds of worries have always brought about a sustained pullback in the U.S. stock market. Second, at the tail end of past bear markets, black swans or major blowups often appear. This time, nothing like that has shown up yet, so it still needs close observation.
Based on Bitcoin’s peak of 126,000, a 60% drop is 51,000, and a 66% drop is 43,000. In any case, July and August should be the final time window—and also the best period to buy the dip. It could even be the most worthwhile opportunity to trade over the next three years.”
Since November 2025, Li Hua has continued to call for upside. His “spot bottom-buying” view has repeatedly surfaced over the past eight months, shifting from being optimistic about ETH to emphasizing AI’s siphoning effect on capital. The core narrative has always revolved around rotation between crypto and macro (U.S. stocks, the Federal Reserve), and between crypto and emerging assets (AI). This time, he has clearly anchored the timeframe for the “last big wave of sell-off” to July and August, linking potential bottom calculations to the decline waves since “1011” and to related factors such as MicroStrategy.
The most noteworthy detail is that he directly ties Bitcoin’s potential bottom (between $43,000 and $51,000) to “the U.S. stock market and MicroStrategy,” and points out that a black swan at the tail end of the bear market needs to be watched. This suggests that, under the current market structure, the balance sheet of traditional capital proxies (such as MicroStrategy’s coin-holding strategy) has become a key node for transmitting systemic risk, while tail-end risks have not yet been fully cleared. $BTC