Cryptotodamoon

Micron and SK Hynix can't just be looked at through PE; low PE is an illusion.

Back in '96, Masayoshi Son dropped $1.5 billion to snag 80% of Kingston.
Three years later, he had to cut losses, selling it back to the founder for $450 million.

The brutal truth of storage is this:
When prices rise, profits flow like a money printer. PE gets crushed, and low PE is just an illusion.
But once production ramps up, prices can waterfall. It's classic cyclical stock behavior.

However, Son's $1 billion loss over three years can't be simply applied to today's SK Hynix or Micron.
These two players have core pricing power and a moat in the upstream market.

The tight supply situation should hold up until '26, and if there's room for adjustment, get ready to hop on.

But anytime there's a variable like capacity expansion, expect a waterfall, because as long as it's a storage stock, you can't forget the cycle.

I've noticed that most of the girls around me who married their high school sweethearts are living pretty happy lives.

But those who tied the knot with their college classmates are now going through some serious divorce drama.

What's up with that?

Take Jensen Huang, for instance, he graduated from a school ranked around 200 or 300, one that you wouldn't even remember after a glance. Stanford was where he landed a job and studied part-time, taking many years to finish.
His success in the chip industry came as Taiwan's chip sector was on the rise, and he had family connections in that field helping him out.
It's basically like the Chaozhou gang relying on family ties; it's just that his relative was in the chip game.
Instead of grinding at Stanford, he could have just leveraged his family connections.

My wife smokes, around twenty, and eats out three times a week.\n\nShe never gets her act together, skips classes, and my mom takes care of the kid. Every day, it’s either buying this or that, or on the way to spend some more. Her makeup is top-shelf, at the very least Estee Lauder; usually something fancy, you know, like the latest high-end stuff. Super pricey! When she's not shopping, she's doing yoga and loves to buy gold.\n\nThe money I make just about covers her spending, but she's super gorgeous, standing tall at 170 with long legs.\n\nShe can pull off all kinds of styles, but whenever I ask her to do something, it's always, "Honey, I don’t want to, it’s too tiring." Besides being a head-turner, she’s got no other use.\n\nBut I married her because I fell for her beauty. I’d rather have a stunning girl who cuddles up to me and throws a little tantrum without lifting a finger than a boring housewife who helps me save money.\n\nAm I doing the right thing?

The layoff wave is spiraling out of control, and the situation in the second half of the year is only going to get tougher. Many kids from ordinary families who graduated from top universities and have been working in big tech companies for 8 years find themselves in a bind the moment they encounter layoffs, family planning, or buying a house. The root cause is that they’ve been forced to pay a lifelong "anti-fragility tax"—because they are fragile (lacking the cash to bear risks), they have to pay a steeper price than the wealthy, opting for the most intense and least likely paths, trapping themselves in the lower middle class.
To break this cycle, the first step is to tackle anti-fragility: delay purchasing a big house, getting married, or having kids that come with heavy debts, and instead, use cash flow to build a safety net (like investing in multiple small properties for rental separation, or moving to strong second-tier cities to reach goals faster), avoiding a lifetime of paying for fragility.
Once you’ve stabilized your footing, then leverage market experimentation to seize information asymmetries (opportunities others don’t know about), rather than just grinding in the job market—because the ceilings in the workplace (the median executive salary in the CSI 300 is only two to three million) and the floors (getting laid off and starting from zero at any moment) make it hard to leap classes.
For ordinary folks aiming to turn their fortunes around, the key is: first, become anti-fragile, then find information asymmetries. Don’t let the feeling of "deserving" and instant gratification sell off all your future potential.

In 1850: Aluminum was more expensive than gold. Napoleon III hosted guests with aluminum cutlery, reserving gold utensils for the second-tier guests.

After the invention of the electrolytic method, aluminum became the go-to for soda cans.

In the 16th century: Silver was the hard currency in Europe. The price revolution after the mining of the Potosí silver mine collapsed its monetary status.

In the five thousand year history of currency, no material scarcity has withstood technological advancement.

Gold won't be the exception; it just hasn't encountered its "electrolytic method" yet.

Material scarcity is guarded by cost, and costs can be rewritten by technology;
Mathematical scarcity is guarded by theorems, but theorems are not.

Came across a quirky male colleague
He said to the new girl:
'Nice backside you got there, should be good for breeding.'
The colleagues all burst out laughing.
The girl replied: 'Having kids is easy, but raising them is hard.
What if I end up with a brat
Who grows up to talk about people's backsides everywhere?'
The office fell silent in an instant.

Bought a thermal imaging camera, planning to use it to check for hidden cameras in hotels.

Just chilling at home, I scanned around and saw the power line of the kitchen induction cooker showing 80 degrees on the screen. I reached out to touch it, and it was so hot I pulled my hand back. Unplugging it, I noticed the power strip was already charred, with a burnt spot inside.

No one knows how long that wire had been cooking there. Could be months. Maybe longer.

I stared at the screen for a while, not knowing what to say. Bought it to catch creeps, and ended up saving my own life first.

My buddy's been out of work for three months now. With the mortgage, car loan, and credit card bills, he's staring down a hole of over twenty grand every month. His wife's been blowing up about money issues and they've had a few serious arguments.

Last week, we were out for dinner, and halfway through, he secretly picked up the tab. Six hundred bucks.

The next day, he DM'd me, asking if I could send him half.

I asked him, "Didn't you just cover it?"

He said his wife checked the bills and flipped when she saw he treated the crew again. Last month, he had four outings, racking up over three grand. They’re barely keeping the lights on at home, and he’s still out here flexing, or else it’s divorce time.

He mentioned his wife even has the divorce papers ready.

I told him, "Dude, if you’re broke, quit acting like a big shot."

He replied, "I'm just used to it. Back when I was making fifty to sixty grand a month, I got used to picking up the check. Now, my hands just move faster than my brain; by the time I think it through, the bill's already settled."

I asked if the other two chipped in yet.

He said one sent it over in a heartbeat, while the other still hasn't replied.

I asked what his plan was for the one who hasn't responded.

He said he’ll give it a couple of days, but if they don’t reply, he’ll rally the group for a payment request.

I asked about his wife.

He said he spent the whole night on his knees, promising he’d clear it with her before treating next time.

A friend sent me this

China's healthcare really is top-notch, especially for the bureaucratic big shots; their medical coverage is on point.

My neighbor's sister is 37 this year, graduated from a prestigious university, and works at a hospital in Shenzhen, pulling in about 300K a year. She's got an average look. When she was younger, she didn't want to settle, and over time, she became what people call an older single.
I heard from her mom that someone introduced her to a 35-year-old guy who works in tech in Shenzhen, earning around 250K, so the conditions seemed to match. They had a pretty good chat when they met, but as soon as he asked her age and she said 37, he claimed it wasn't a fit, paid the bill, and bolted.
When she got home, she hid in her room and cried for a long time. Her mom said she's never seen her so broken.
Why should such an outstanding person be rejected just because of her age?

The most badass high schooler: grinding the night before the exam, grinding every night after the exam, and taking a whole summer off from grinding.

Real Income Situation for State Grid Employees:

Monthly Salary: 8600
Housing Fund: 4200
Corporate Annuity: 1650
Meal Allowance: 1200
Health Insurance: 850
Supplementary Health Insurance: 800
Holiday Benefits: 3000
High Temperature Subsidy: 900
Year-End Bonus: 80000
Total: 298800 yuan/year

Previously, DYOR meant digging up all the data and info on your own.

Check out Twitter for KOL's mini-essays, browse the official community for any insider info, look at Defillama for TVL data, check Rootdata for funding and team info, visit Token Unlocks for token unlock details, and go to Gmgn to see token holdings.

It's fragmented, completely fragmented; researching a project meant opening dozens of pages to make a comprehensive assessment, driving costs sky-high. Just a slight oversight could lead to a failed investment.

Now, DYOR is simplified with Binance @binancezh providing a "due diligence center"—a one-stop shop for everything you need.

From my personal experience:

Previously fragmented,
Now centralized.

Previously opaque,
Now transparent.

Previously complicated,
Now simplified.

What's interesting is that I see a meaning of teaching a man to fish rather than just giving him fish.

This is mainly reflected in three aspects:

1. By pulling up market cap, liquidity, protocol fees, actual revenue, and other data directly on the Alpha page, users can quickly assess whether a project has real use cases and user revenue or if it's solely based on hype and marketing.

2. The token unlock details are presented in a timeline format, essentially putting everything about the project tokens in the spotlight.

This more intuitive presentation allows users to monitor token unlock cycles and assess their own investment value.

3. It directly includes official project Twitter info and core team member details, making it easy to verify team reliability.

The whole industry used to just talk about DYOR, but how to do DYOR wasn't explained thoroughly.

Binance has provided a practical case through an actual product + relevant data for everyone.

For projects that are genuinely willing to build in the long term, this transparency boost isn't pressure; it's an opportunity to stand out.

After all, those who are genuinely working hard aren't afraid of having their bottom positions and unlock timelines exposed in the spotlight.

For users, the due diligence center offers a straightforward opportunity, allowing everyone to form independent judgments based on objective data before making their next buy.

DYOR should never just be a disclaimer to shift responsibility; it needs to become a basic infrastructure that everyone can use without barriers. Binance's step is a push towards a healthier, more transparent industry.

Recently, Binance @binancezh teamed up with @worldlibertyfi to roll out quite a few initiatives.

1. The previous USD1 holdings activity has been extended, this time with a whopping $13 million in WLFI token rewards.

Based on past performance, the yield has remained stable at around 7%.

For those looking for stability, you can continue holding.

Contract and leverage accounts still get bonuses, so don't forget to set that up.

2. The collateral rate for USD1 in Binance's margin system has been raised from 95% to 99.99%.

What does this mean? Binance's move represents the highest level of trust in USD1 regarding peg risk and secondary market liquidity.

It also allows big players to 'eat from both ends.'

Previously, traditional yield-bearing stablecoins locked your funds if you kept them in a wallet; if you moved them to an exchange as margin, you often faced high conversion rates (like 90% or 95%), leading to very low capital efficiency.

Now, users can deposit USD1 into Binance to open contracts and hedge; not only can they fully utilize it (99.99%) as collateral, but they can also earn the ecological incentives provided by the platform.

It's like your holding costs go to zero or even turn into positive returns, attracting high-frequency traders and arbitrage accounts like crazy.

3. By the way, Binance's first USD1 contract trading pair: BTCUSD1 perpetual contract has been launched, paving the way.

Previously, USD1 was just a stablecoin for regular trading.
Now, USD1 is a core margin asset.

At least on Binance, you can directly compete for the underlying liquidity in the derivatives battlefield against USDT/USDC.

Keep an eye out for any recent increases in USD1 issuance, as it indicates how major players feel about this stablecoin.

When USD1 boasts a top-tier 99.99% collateral rate + platform incentives (WLFI empowerment) + the launch of the contract,

The stablecoin market landscape is at a pivotal point for restructuring.

It's a bit like bamboo about to break through the soil.

Years of accumulation, one explosive moment.

Next up is the curve growth phase for USD1 $USD1 .

Huh? Did someone say @worldlibertyfi has already been dropped by the Trump family?

This rumor is as wild as saying CZ is abandoning Binance or that Vitalik is leaving Ethereum.

If we look at recent events: who would go through the hassle of a legal battle over a project that’s about to be abandoned, wasting time, effort, and cash?

The fact that this is happening only underscores the importance of the project itself.

Now, would you get into a heated argument over something that doesn’t matter to you?

Regarding the USD1 reserve, they’ve already implemented 'real-time reserve proof' through a partnership with Chainlink.

Users can verify the reserves directly on-chain.

Verification site: por牛逼.worldlibertyfinancial牛逼.com/

And the lawsuit with Sun is already in motion.

Check it out here: www2牛逼.miamidadeclerk牛逼.gov/ocs/

Look for entries with the incident date around May 4, 2026, and court type "Circuit Civil."

Plaintiff: World Liberty Financial, LLC

Defendant: Yuchen Sun

Local case number: 2026-008955-CA-01

State case number: 132026CA00895501GE01 $USD1

Hey folks, you might not be too familiar with @tempo

1. Let me break it down: Tempo is backed by Stripe (a global payment giant, valued at $160 billion, the highest-valued private finance company in the world. They've handled $19 trillion in transactions over 25 years) and Paradigm (top-tier VC in the Web3 space).

2. Also, to dodge the issues with bridging stablecoins, there was a major cross-chain bridge problem just a few days ago.

By supporting the native @worldlibertyfi's USD1, security, liquidity, and compliance are all on point.

3. Another cool feature of Tempo: transfers are essentially Gas, meaning USD1 acts like a Gas token for this chain.

No need to buy Gas tokens separately anymore, saving time and energy—zero friction.

A slightly one-sided viewpoint:

Basically, owning USD1 gives you access to Stripe’s potential 5 million+ merchants, covering about 21%-29% of the global online payment market share.

If USD1 captures just 10% of that, reaching a supply of 100 billion should be a walk in the park. $USD1