小饼的投资日记m

#ALPHA🔥 is broken, everyone has run away, the pump has started, am I the only one who sold at the bottom? 😭

Jack Ma officially lays out a comprehensive plan in the cryptocurrency field!

It is reported that Jack Ma's organization has invested 44 million USD to purchase 10,000 Ethereum (ETH) and has publicly stated that its cryptocurrency asset strategy is not limited to ETH, with plans to gradually include mainstream cryptocurrencies such as Bitcoin (BTC) and Solana (SOL) in the future.

Meanwhile, the relevant platform has successfully applied for and obtained a virtual asset trading service license in Hong Kong, marking its formal expansion into virtual asset trading, asset management, and on-chain financial services.

It is noteworthy that Jack Ma's strategic layout presents the following characteristics:

1. Building cryptocurrency asset reserves with self-owned capital: Not relying on external financing or leverage, using self-owned funds to establish a cryptocurrency treasury, possessing strong capital autonomy.
2. Compliance-oriented operational path: Relying on Hong Kong's comprehensive regulatory system, conducting business in a licensed manner, contrasting sharply with traditional "gray" exchanges.
3. Integration model of traditional finance and Web3: Based on existing traditional businesses such as insurance, securities, and asset management, simultaneously promoting the layout of cryptocurrency assets, forming a "traditional + innovation" dual-driven approach.
4. Targeting future digital financial infrastructure: In the context of the accelerating development of global central bank digital currencies (CBDC), stablecoins, asset tokenization (RWA), and on-chain payments, actively positioning for the next generation of financial entry points.

Behind this action, there may be deeper strategic intentions:

· The future of payment and clearing systems: Building a regulated digital financial channel through stablecoins and blockchain payment systems, seizing new entry points for payment and asset management.
· Grasping the compliance trend: Taking advantage of virtual asset licensing systems in places like Hong Kong to become a recognized digital financial infrastructure service provider.
· Layout of asset tokenization (RWA): In the future, traditional assets, insurance, funds, and other financial products may be converted on-chain, forming a complete ecosystem of "on-chain + assets + securities."

Jack Ma's entry this time is not only a capital allocation but also an important strategic move for the future of digital finance
#比特币VS代币化黄金 $ETH

Xu 🐶 no matter what activities he does, don't believe it! As long as you don't go ok, it's a profit #迷因币ETF $DOGE

JPMorgan: "We will allow you to use BTC as collateral."
Bank of America: "We recommend a 4% allocation of BTC now."
El Salvador: "Our BTC experiment has been successful, let's buy more."
BlackRock: "We have added multiple Bitcoin funds and custody products."
Fidelity: "Bitcoin has become an optional asset in our standard retirement accounts."
Japan SBI: "We are including BTC in our financial reserves to hedge against long-term depreciation of the yen."
U.S. Pension Fund: "We have started to include a small proportion of BTC positions to optimize our long-term portfolio."
Square: "You can finally buy coffee with BTC."

Crypto Natives: "Bear market, crypto is over."🤣#比特币VS代币化黄金 $BTC

Binance is rooted in retail investors, wings of ecology, sincerely protecting users, and gathering people's hearts with dividends. #ALPHA🔥 $BNB

Binance users have surpassed 300 million. Three hundred million – this is not just a number, but the cornerstone of trust that we have built together.

As the top leader said in her first interview after becoming CEO: "Caring for retail investors as much as possible is the foundation of Binance." We always place retail investors at the core; everyone's support is the most important force for our progress.

Recently, the market has been relatively calm, lacking so-called "Alpha projects," causing many to feel anxious and even worry whether a certain model is about to end. But the market always has its ups and downs, and models will continue to iterate – without Alpha, there will still be Alpha1, Alpha2... When the market cools down, everything seems quiet, but this is actually the norm in the industry.

True growth exists not only in the noisy bull market but also in the calm accumulation period. Let us maintain patience together and cross through this cold winter. The road is still long, and we walk side by side. #比特币VS代币化黄金 $BNB

I revisited the trading data of Binance Alpha limit orders over the past month.

The peak was on November 9th—daily trading volume of 7.189 billion; whereas yesterday, December 6th, only recorded 3.892 billion, becoming a recent low.

This means that the current trading volume has shrunk to 54.1% of the peak.

Faced with such numbers, most people inevitably feel disheartened, anxious, and even doubt: Has the market ended? Is the platform failing? Is the industry hopeless?

But those who have truly traversed through cycles will tell you: the lowest point of sentiment is often the starting point of a turnaround.

Recently, friends around me have been leaving—some are changing careers, some are taking a break. A subtle and pervasive anxiety floats in the office like a thin mist.

But I feel very calm inside.

Those who should leave have already left, and those who remain are the ones ready to embrace the next journey.

I even feel a sense of relief—because from here on, every step is an upward one.

So, why fear?

I still move forward at my own pace: checking data daily, keeping records, maintaining interactions. I do not stop what needs to be done just because the market is quiet. I firmly believe that on the path of airdrops, attitude is far more important than technology.
#ETH走势分析 $ETH

Elizabeth's actions have further deepened the public's doubts about her fraudulent donations.

Typically, if a person is wrongly accused, they will often make every effort to prove their innocence immediately, finding it hard to be at peace. However, she has remained silent amidst the questioning for a long time, even continuously posting commercial collaboration content, which inevitably makes one feel that she is guilty.

It wasn't until the cooperation with Binance was terminated and other advertising contracts were successively canceled that she attempted to remedy the situation—making a genuine donation while deliberately not disclosing the specific time and details, trying to salvage the situation.

In fact, public dissatisfaction has escalated again because she is still lying: misinterpreting multiple instances of photo editing errors as "version adjustments during information processing," which is obviously difficult to convince people.

If the video she released today could have included a sincere apology and a supplementary donation of 200,000, there might have been room for redemption. But now it is too late, with lies piling up, her credibility has been completely lost. #以太坊市值超越Netflix $ETH

In the past two days, Bitcoin has staged an extreme reversal.

📉 December 1
BTC plummeted from 90000 to 83800, causing extreme panic in the market, and many cleared their positions.

📈 December 2-3
BTC rebounded strongly to 93000, with shorts liquidating over 400 million in two days.
More crucially, leading groups announced support for cryptocurrency alongside American banks.

What happened?
While retail investors were panic selling, institutions were quietly positioning themselves. The crash is not the end but a signal for capital turnover.

🛡️ Advice for small investors

1. Always keep 30% cash — to add positions during a crash and not miss out during a rebound.
2. If you don't understand, stay on the sidelines — avoid blind operations during maximum volatility.
3. Wait for signals before acting — such as when the panic index bottoms out, trading volume shrinks, or institutional bullish news appears.

🔍 What to do now?
Institutional entry is just the beginning, and the liquidity environment remains loose. If you already have positions, it is recommended to set a stop-loss at 88000 and take profits in batches within the 95000-97000 range. If you have not entered yet, there is no need to chase highs; you can wait for a pullback to around 90000 before positioning in batches.

Remember: The market is never short of opportunities; retain your strength, and you will be able to wait for your moment. #ETH巨鲸增持

When you have a handful of pancakes, institutions frequently sell out, the ancient giant whale awakens.

When you have a handful of Us, stablecoins have broken 7, in just a few months, 7.35 has dropped to 7. #

#美联储重启降息步伐 $BTC

Just saw an important message: USDC issuer Circle and Openmind officially announced their cooperation, aiming to integrate the USDC stablecoin for seamless micropayments between robots. This is also the world's first payment infrastructure standard targeting autonomous AI, which is quite significant.

Not long ago, Openmind also partnered with NVIDIA to launch an AI hardware add-on module equipped with the NVIDIA Jetson Thor processor, which can support humanoid and quadruped robots, showcasing impressive capabilities.

Of greater concern is the industry trend—following artificial intelligence, the Trump administration seems to be shifting its focus toward robotics technology. It is reported that Commerce Secretary Howard Lutnick has been meeting intensively with the CEOs of several robotics companies, with the intention of fully promoting development in this field.

OpenMind AGI itself is not just an ordinary robotics project, but rather an open-source project whose resources and layout are worth continuous attention. Although it is still unclear how ordinary users can participate, we hope that the project team will launch public rounds of ICO, NFTs, and other participation methods in the future.

AI and robotics are undoubtedly important directions for the future, and we look forward to more pragmatic developments in this field. We will closely track relevant progress. #ETH走势分析 $ETH

He said the bear market is over, do you believe it?#美联储重启降息步伐 $ETH

Only 16,000 copies were snatched up in a flash, I've quit my job, I can't play anymore. #BinanceBlockchainWeek $TAKE

🔥Burning money in the hundreds of billions has exposed the 'terrifying' aspects of Binance Alpha...

Alibaba 50 billion, Meituan 30 billion, JD 20 billion, behind the crazy delivery battle, what exactly are they fighting for?

Yesterday, a fan asked in the group: what's the point of burning so much money?

This question instantly brought me back to the moment Binance Alpha launched. At that time, many mocked 'burning money for points', but looking back today - you can no longer return to OKX.

That's right, burning money really can reshape your finger memory! Even though I'm still using OKX for airdrops, my first reaction to transferring and receiving Alpha has already changed to: 'Open Binance'.

This is the ultimate truth of the internet war - what is being fought over is not orders, but your 'muscle memory'. Just like when it comes to booking tickets, you will only open Ctrip.

Now the wallet battle between Binance and OKX is still ongoing, but Alpha has quietly rewritten the rules of the game. When one side becomes your conditioned reflex, the other side's moat has already collapsed...

This war may end sooner than you think. #ALPHA $BNB

okx is showing off every day, and their marketing is also clever; why bring up high school students giving up the college entrance exam to trade cryptocurrencies? Now they've been hit hard by the official crackdown #美SEC推动加密创新监管 $ETH

Recently, what has truly consumed the most of my energy is AI.

In the past, I thought AI was just an 'auxiliary tool', but after deep research over the past two weeks, I realized it no longer belongs to the category of tools; it is an 'external brain'. It can compress tasks that would originally take you 3 hours, 5 hours, or even a day into just 10 minutes.

I used to rely on hard work to make a living, but now I am increasingly clear about one fact: if you don't understand AI, it's not that you can't keep up with the times, but that you are directly excluded by the era.

The first insight is: use AI as a 'side business accelerator', and not just as a copywriting machine. Initially, I only used it to write copy and create titles, but now I have involved it in the underlying processes of projects: for example, breaking down airdrop project models, screening platform projects, ROI, revenue forecasting; in other words, I have turned it into an 'operational assistant + analyst + planner', increasing efficiency by N times.

The second insight is: in terms of content side businesses, I have entered a 'small factory mode'. Previously, creating content relied on inspiration, emotions, and staying up late. Now, I directly treat AI as an assembly line, generating different versions for different platforms, and turning daily fragmented inspirations into publishable content, including creating covers, scripts, etc. I found that as long as you are willing to train it yourself and feed it enough material, it understands your style even better than you do and has a memory function.

The third insight is: the most important: design your future career business model with AI. This has been my biggest shock recently. I had the model help me do one thing: based on my background experience + market changes, it broke down the business model for the next 3-5 years for me, and I am gradually executing according to the plan.

I suddenly understood one thing:

It's not you competing with others, but you competing with yourself who knows how to use AI.

So I set a 90-day plan for myself, preparing to review every month, building 'multiple sources of income', no longer betting on a single track, doing things with compound interest and accumulation. Those who refuse to update will be marginalized in the next two or three years. Ordinary people who know how to use AI will have the ability to expand '1+N'.

As I wrote the above, my anxiety noticeably decreased. Because I can see myself moving forward according to my own plan, rather than being dragged along by the times. #加密市场反弹 $ETH

It's already very conscientious, and there is still 5.5u. Everyone, go check if you won #币安HODLer空投AT $AT

Today only Bitcoin and Ethereum are in the red, altcoins have cooled down again. To repair the sentiment, Bitcoin and Ethereum must steadily rise to restore confidence, so that there will be money to buy altcoins. When the greed index reaches 50, one can buy some public chains, MEME. At that time, at the end of the market, various surges will accelerate and peak, followed by a crash of #加密市场反弹 .

Buying means shouting bullishly, selling means shouting to zero, this world is just a huge makeshift stage#加密市场反弹 $MON