林克Clean
657 Posts
林克Clean
十年从业，难凉热血，人民币900成本比特币持有至今。币安广场Top 100，2025行业贡献奖。加密方向，美股投资，知无不尽。
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I interviewed Binance CEO He Yi. @Yi He
In this conversation, her expression was direct and clear:
"Now is just the second step of the Long March."
"You must learn to surf 5G, you must not let yourself become outdated."
"Every generation has its own secrets to success; this year's secrets do not have gray hair."
2025 is approaching its end.
This year, there were highlights and also regrets.
Choosing to launch the third episode of "Crypto Call" at this moment
is due to some insights from this year,
in the dialogue with He Yi, which became particularly clear.
An eight-year mindset of a builder, constantly answering questions and submitting papers.
Perhaps this is the key to traversing bull and bear markets while maintaining competitiveness.
The future of the crypto industry can never be accurately predicted.
Next, it could be a year of quiet and stillness;
it could also be the starting point of the next cycle.
A vast world, full of opportunities.
2026 is coming,
are you ready?
In this conversation, her expression was direct and clear:
"Now is just the second step of the Long March."
"You must learn to surf 5G, you must not let yourself become outdated."
"Every generation has its own secrets to success; this year's secrets do not have gray hair."
2025 is approaching its end.
This year, there were highlights and also regrets.
Choosing to launch the third episode of "Crypto Call" at this moment
is due to some insights from this year,
in the dialogue with He Yi, which became particularly clear.
An eight-year mindset of a builder, constantly answering questions and submitting papers.
Perhaps this is the key to traversing bull and bear markets while maintaining competitiveness.
The future of the crypto industry can never be accurately predicted.
Next, it could be a year of quiet and stillness;
it could also be the starting point of the next cycle.
A vast world, full of opportunities.
2026 is coming,
are you ready?
PINNED
I have held Bitcoin for 10 years, and this Binance account is the same age as Binance itself. I registered in July 2017 when Binance launched. Today, I found a post from 2016 when I bought Bitcoin for over 524,649,986,103,000 RMB. At the end of that year, Trump was elected as the President of the United States for the first time, and the price of Bitcoin surged to over 7,000 RMB. I sold off more than half, making a profit of more than double. That was the time I sold the most Bitcoin. Low cost but unable to hold, the limitation of understanding is just the surface. The deeper reason is that Bitcoin has become a container for consuming imagination, carrying a future narrative far beyond my initial understanding.
Observing the Bitcoin whales around me, most of them earn Bitcoin through work. The cost is not the fiat currency used to buy it, but the realization of abilities and resources. Therefore, the cost of fiat currency is original sin, and anchoring prices is a mental demon. The best way is to make your abilities and value become mining machines, directly exchanging labor value for Bitcoin. Without buying points or selling points, one can traverse bulls and bears and stand firm in the torrent of time.
Observing the Bitcoin whales around me, most of them earn Bitcoin through work. The cost is not the fiat currency used to buy it, but the realization of abilities and resources. Therefore, the cost of fiat currency is original sin, and anchoring prices is a mental demon. The best way is to make your abilities and value become mining machines, directly exchanging labor value for Bitcoin. Without buying points or selling points, one can traverse bulls and bears and stand firm in the torrent of time.
Is anyone still playing in the crypto market?
Why is Binance starting to expand into traditional assets like US stocks?
As crypto traders, how should we build our own framework for investing in US stocks?
This time, I had an exclusive interview with qinbaFrank @qinbafrank .
As one of the few investors deeply involved in crypto, US stocks, and AI technology,
he openly shared his insights on the future market landscape, as well as the core cognitive shifts in transitioning from crypto investments to US stock investments.
"Crypto Calls" Episode 5: Crypto and US Stocks: Two Markets, One Future
In this interview, we discussed:
• Why traditional assets like US stocks will become a future trend
• How traditional finance and the crypto market will ultimately merge
• The long-term relationship between AI, Agents, and Crypto
• Whether the AI bull market has entered a bubble stage
• How crypto investors can establish their own research system for US stocks
After watching, you'll have a clearer understanding of:
Why Binance is accelerating its embrace of TradFi, connecting to US stock spot markets, and launching bStocks;
Why more and more funds are starting to pay attention to both Crypto and US stocks;
And what kind of structural changes might be happening in the global capital markets over the next few years.
This episode is packed with high information density.
From the interview, organization to editing, I've digested it multiple times and gained new insights on many issues, benefiting greatly.
If you're focused on the crypto market, AI, tech investments, or trying to transition from crypto to larger capital markets, this content is worth saving and watching repeatedly.
I hope it helps you build a new framework for understanding the future market.
Why is Binance starting to expand into traditional assets like US stocks?
As crypto traders, how should we build our own framework for investing in US stocks?
This time, I had an exclusive interview with qinbaFrank @qinbafrank .
As one of the few investors deeply involved in crypto, US stocks, and AI technology,
he openly shared his insights on the future market landscape, as well as the core cognitive shifts in transitioning from crypto investments to US stock investments.
"Crypto Calls" Episode 5: Crypto and US Stocks: Two Markets, One Future
In this interview, we discussed:
• Why traditional assets like US stocks will become a future trend
• How traditional finance and the crypto market will ultimately merge
• The long-term relationship between AI, Agents, and Crypto
• Whether the AI bull market has entered a bubble stage
• How crypto investors can establish their own research system for US stocks
After watching, you'll have a clearer understanding of:
Why Binance is accelerating its embrace of TradFi, connecting to US stock spot markets, and launching bStocks;
Why more and more funds are starting to pay attention to both Crypto and US stocks;
And what kind of structural changes might be happening in the global capital markets over the next few years.
This episode is packed with high information density.
From the interview, organization to editing, I've digested it multiple times and gained new insights on many issues, benefiting greatly.
If you're focused on the crypto market, AI, tech investments, or trying to transition from crypto to larger capital markets, this content is worth saving and watching repeatedly.
I hope it helps you build a new framework for understanding the future market.
You need to fall in love with something to keep your vitality.
Similarly, you also need some fresh knowledge to nourish your trading logic.
If a market hasn't given you new insights in a while, it might be time to switch up your market direction.
In fields you're completely unfamiliar with, the barren land is crying out for you to cultivate it.
Similarly, you also need some fresh knowledge to nourish your trading logic.
If a market hasn't given you new insights in a while, it might be time to switch up your market direction.
In fields you're completely unfamiliar with, the barren land is crying out for you to cultivate it.
Unverified content
Lü Xiaotong said some foreign fund managers in Hong Kong have completely FOMO'd in, no doubts, no questions about valuation, just two bars and a line, they're all in!
Anthropic has driven them crazy; overcapacity doesn't matter, capital expenditure doesn't matter, storage is always in short supply, and tokens are never enough. In this AI narrative, every day feels like Day One.
He said they are just like 'those folks in the crypto space back in the day.'
The important part is the word 'back in the day,'
it encapsulates the grand waves of the crypto market, capturing the joys and sorrows of so many in the space.
It also highlights the current desolation 😂
Anthropic has driven them crazy; overcapacity doesn't matter, capital expenditure doesn't matter, storage is always in short supply, and tokens are never enough. In this AI narrative, every day feels like Day One.
He said they are just like 'those folks in the crypto space back in the day.'
The important part is the word 'back in the day,'
it encapsulates the grand waves of the crypto market, capturing the joys and sorrows of so many in the space.
It also highlights the current desolation 😂
Verified
The crypto scene has taken a hit like this, aside from seeing a few friends bottom fishing
$BTC most are staying silent.
However, with the pre-market pullback in US stocks, everyone’s shouting about $DRAM crashing big, buy the dip on small drops.
I’ve sorted through some pullbacks that are definitely worth picking up, but I found many are just the usual buys everyone’s eyeing.
Thinking it over, the hardware-supporting OEMs haven’t stacked their positions enough $DELL , and it's not cheap now, so I can only add on the pullbacks.
Considering the future expansion of AI capital expenditures, $SMCIon might be a better fit for entry.
$BTC most are staying silent.
However, with the pre-market pullback in US stocks, everyone’s shouting about $DRAM crashing big, buy the dip on small drops.
I’ve sorted through some pullbacks that are definitely worth picking up, but I found many are just the usual buys everyone’s eyeing.
Thinking it over, the hardware-supporting OEMs haven’t stacked their positions enough $DELL , and it's not cheap now, so I can only add on the pullbacks.
Considering the future expansion of AI capital expenditures, $SMCIon might be a better fit for entry.
Reiterating once again
林克Clean
·
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Don't pick familiar ground, pick fertile ground.
Wherever it benefits you, that’s home.
Yes, I'm talking about embracing the AI-driven US stock market and the light-electro-mechanical supply chain.
Time to liquidate your altcoins.
Wherever it benefits you, that’s home.
Yes, I'm talking about embracing the AI-driven US stock market and the light-electro-mechanical supply chain.
Time to liquidate your altcoins.
Verified
Now that we're in the US stock market, stop fixating on $MSTR and $CRCL .
Sure, they're part of our home turf.
But as we venture out, we can't just have our eyes on those few acres back home.
In this market narrative, let's leave emotions aside; our family isn't at the main table.
We're just sitting in the back room eating.
Sure, they're part of our home turf.
But as we venture out, we can't just have our eyes on those few acres back home.
In this market narrative, let's leave emotions aside; our family isn't at the main table.
We're just sitting in the back room eating.
Verified
The market has hit a fork in the road. After a long day, I'm feeling a mix of emotions. $MRVL $DRAM. Everyone's happy when prices go up. Nvidia and Nokia's stocks are still solid buys. Funds are flooding into quality assets backed by performance.
Meanwhile, the crypto market is bleeding out. $BTC ETF is seeing continuous net outflows, and MicroStrategy's sell-off feels like a setup. It's signaling that things are about to get wild. Aside from platform tokens with business revenue, there's still a desire to hold long. The only things left are endless sell-offs from junk altcoins and tokens like $LAB that are being shorted by whales. It seems like the market has narrowed down to just these four categories.
This market has completely decoupled from the U.S. stock market, losing its upward correlation. The industry is heading into a period of silence with no narrative and a lack of liquidity. Unless the crypto market finds a new logic that connects it to quality assets, it will just continue to bear down.
Meanwhile, the crypto market is bleeding out. $BTC ETF is seeing continuous net outflows, and MicroStrategy's sell-off feels like a setup. It's signaling that things are about to get wild. Aside from platform tokens with business revenue, there's still a desire to hold long. The only things left are endless sell-offs from junk altcoins and tokens like $LAB that are being shorted by whales. It seems like the market has narrowed down to just these four categories.
This market has completely decoupled from the U.S. stock market, losing its upward correlation. The industry is heading into a period of silence with no narrative and a lack of liquidity. Unless the crypto market finds a new logic that connects it to quality assets, it will just continue to bear down.
Still couldn't hold back, chatted from pre-market to open
$MRVL jumped in right away
Many square users followed in
Dug into $PLUG and $VIAV
But more folks can't find a way into the US stock market
Every now and then, someone asks where to buy
Seems like a tutorial is in order.
$MRVL jumped in right away
Many square users followed in
Dug into $PLUG and $VIAV
But more folks can't find a way into the US stock market
Every now and then, someone asks where to buy
Seems like a tutorial is in order.
·
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🎙️ Bull market in US stocks! Crypto folks, join the US stock crash course, live stream with zero experience training!
End
03 h 41 m 43 s
5.4k
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Ready to dollar-cost average into $MRVL when a reasonable pullback happens.
Not just because Jensen Huang is calling the shots.
The GPU and HBM markets have been heated for the past two to three years.
Next up is network interconnectivity.
In the future, a cluster might have tens of thousands of cards, and how those cards communicate at high speeds will be even more critical than the performance of a single card.
$MRVL can cash in on the benefits of full-stack interconnectivity.
If the AI compute arms race keeps ramping up, MRVL is one of the companies most likely to have its expectations continuously adjusted upward over the next two years.
This is a yearly cycle, so no need to sweat whether to buy today or tomorrow.
Not just because Jensen Huang is calling the shots.
The GPU and HBM markets have been heated for the past two to three years.
Next up is network interconnectivity.
In the future, a cluster might have tens of thousands of cards, and how those cards communicate at high speeds will be even more critical than the performance of a single card.
$MRVL can cash in on the benefits of full-stack interconnectivity.
If the AI compute arms race keeps ramping up, MRVL is one of the companies most likely to have its expectations continuously adjusted upward over the next two years.
This is a yearly cycle, so no need to sweat whether to buy today or tomorrow.
Verified
Binance is launching stock trading, and it’s not just adding another product.
This is the most crucial direction for the crypto industry in the coming years.
From gold and silver to crude oil, now with US stocks, more and more traditional financial assets are hitting crypto trading platforms.
Crypto is becoming the new gateway for TradFi.
Why are more crypto users starting to pay attention to US stocks?
Why are more traditional institutions jumping into crypto platforms?
The answers all point in the same direction: global assets are merging at an accelerated pace.
Exchanges will ultimately evolve into platforms for crypto assets, brokerages, and full asset allocation.
Tomorrow night at 8 PM, at Binance Square, we’ll discuss the logic behind Binance's US stock launch,
and where the next growth opportunities in the crypto industry lie.
This is the most crucial direction for the crypto industry in the coming years.
From gold and silver to crude oil, now with US stocks, more and more traditional financial assets are hitting crypto trading platforms.
Crypto is becoming the new gateway for TradFi.
Why are more crypto users starting to pay attention to US stocks?
Why are more traditional institutions jumping into crypto platforms?
The answers all point in the same direction: global assets are merging at an accelerated pace.
Exchanges will ultimately evolve into platforms for crypto assets, brokerages, and full asset allocation.
Tomorrow night at 8 PM, at Binance Square, we’ll discuss the logic behind Binance's US stock launch,
and where the next growth opportunities in the crypto industry lie.
币安广场
·
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【Binance Square Trading Live Preview】
Get ready for an epic trading livestream, where skills and interaction flow endlessly!
Each week features different trading hosts, focusing on trendy market movements. Join the pros to unleash your trading potential, learn while you chat, and take your trading to new heights!
📅 June 1 to June 7
Host introductions and schedule:
@Crypto小胖 :《实盘交易》 Monday 19:00, the deity of moving averages from Ancient Greece, live trading in the chatroom!
@林克Clean :《美股分析》 Tuesday 20:00, Bull Market in U.S. Stocks! Crypto enthusiasts, join the crash course on U.S. stocks, zero to hero in the chatroom!
@七仔ETH :《空军司令官》 Wednesday 08:00, is the market still in a downtrend? Is there hope for the bulls?
@ETH诸葛 :《裸K与仓位管理》 Thursday 14:00, using naked candlesticks to explain direction and trend changes, along with the importance of position management.
@RiskSonder :《AI交易》 Friday 19:20, live demonstration of AI trading! Opening 10 positions + high leverage + short-term strategy!
@Square-Creator-d53273a1bd763 :《超短线交易》 Sunday 16:00, the King of Shorts is here! Weekly profit rate of 130x!
Click the link to reserve your spot and kickstart your professional trading journey!
Sign up now to become a Binance Square host!👇
点击此处立刻报名
Get ready for an epic trading livestream, where skills and interaction flow endlessly!
Each week features different trading hosts, focusing on trendy market movements. Join the pros to unleash your trading potential, learn while you chat, and take your trading to new heights!
📅 June 1 to June 7
Host introductions and schedule:
@Crypto小胖 :《实盘交易》 Monday 19:00, the deity of moving averages from Ancient Greece, live trading in the chatroom!
@林克Clean :《美股分析》 Tuesday 20:00, Bull Market in U.S. Stocks! Crypto enthusiasts, join the crash course on U.S. stocks, zero to hero in the chatroom!
@七仔ETH :《空军司令官》 Wednesday 08:00, is the market still in a downtrend? Is there hope for the bulls?
@ETH诸葛 :《裸K与仓位管理》 Thursday 14:00, using naked candlesticks to explain direction and trend changes, along with the importance of position management.
@RiskSonder :《AI交易》 Friday 19:20, live demonstration of AI trading! Opening 10 positions + high leverage + short-term strategy!
@Square-Creator-d53273a1bd763 :《超短线交易》 Sunday 16:00, the King of Shorts is here! Weekly profit rate of 130x!
Click the link to reserve your spot and kickstart your professional trading journey!
Sign up now to become a Binance Square host!👇
点击此处立刻报名
Right now, switch your app language to Traditional Chinese to experience Binance's new stock features. Buy into $NOK, NVIDIA, $DRAM, and more!
Verified
Since Binance launched perpetual contracts for gold, silver, and crude oil in the TradFi space, their business has exploded. A significant portion of this trading volume comes from outside the crypto sphere because only the crypto industry can offer such products. This is also due to Binance continuously strengthening its licensing framework and internal control systems, making it easier for more institutions to enter our market. Now, the exchange has also taken on brokerage services, and the overall direction of the industry is crystal clear. Beyond industry advancements, as traders, we need to evolve too. Letting go of old habits is tough, but change is here. In the same pot, where you focus your vision and which trends you embrace will determine the trajectory of your crypto journey.
Verified
Let me point out two things for those who won't pick up $HYPE in spot and are instead going short:
Hyperliquid's CBRS pre-market contracts have snatched the pricing power of US stocks right out of Wall Street's hands, and now it's on-chain.
The world's most authoritative index provider has officially granted S&P 500 to Hyperliquid.
Hyperliquid's CBRS pre-market contracts have snatched the pricing power of US stocks right out of Wall Street's hands, and now it's on-chain.
The world's most authoritative index provider has officially granted S&P 500 to Hyperliquid.
If Binance updates the US stock broker tomorrow, I'm jumping in to buy $DRAM right away. Don't mess with contracts, you won't have enough to cover the margin, just grab the spot ETF.
Just wrapped up a tennis lesson, and I was using a Tron racket.
Didn’t expect the quality to be so good, the feel and craftsmanship are on point, must've cost a pretty penny.
Thinking about the surrounding costs often ties directly to the project's performance.
So, I casually checked the $TRX chart from the past year, and since 2024 it’s been on a steady upswing, now one of the top performers in the public chain space.
If I had bought $TRX today last year instead of $ETH ,
I could’ve raked in about 50% more in profit.
You know, we really shouldn’t have biases. 😂
Didn’t expect the quality to be so good, the feel and craftsmanship are on point, must've cost a pretty penny.
Thinking about the surrounding costs often ties directly to the project's performance.
So, I casually checked the $TRX chart from the past year, and since 2024 it’s been on a steady upswing, now one of the top performers in the public chain space.
If I had bought $TRX today last year instead of $ETH ,
I could’ve raked in about 50% more in profit.
You know, we really shouldn’t have biases. 😂
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