LC药师先生_万币侯
2012开始挖BTC，2017正式入圈；长期主义、风控优先。现居德州休斯敦，从业Web3/加密领域，同时是 YouTuber。交易覆盖现货与合约（Perps）：更重仓位管理与风险边界、降低杠杆冲动、严格止损与复盘。风格理性但不端着，偶尔用幽默给市场降温。Perps trader｜YouTuber
Open Trade
High-Frequency Trader
3.8 Years
755 Following
18.6K+ Followers
5.0K+ Liked
651 Shared
Posts
Portfolio
All
Quotes
Videos
Live
PINNED
Pharmacist's Daily Finance 02/02/2026
Speaking of 'the prophecy comes true with thunder falling, seventy-four thousand blood forming a river. Shorting in the short term is defensive, while long-term mining machines determine the storm.'
Family, good morning, noon, and evening to everyone. I am the pharmacist. Today's market situation doesn't need me to say much, right? Just last Saturday, we talked about 'the major cycle needs to change', and the market seemed to understand the command, directly giving the bulls a hard blow. From above 80,000, it directly pierced down to 74,000; this cut shattered many people's fantasies and validated our judgment.
But! Brothers, falling down is not for you to panic, but to validate your logic. The pharmacist's current view is very clear: prices will not keep falling indefinitely; after a sharp decline, there will definitely be a rebound. However, the rebound is not for you to chase after more, but gives you the opportunity to 'short at highs' to hedge against the spot.
Family, good morning, noon, and evening to everyone. I am the pharmacist. Today's market situation doesn't need me to say much, right? Just last Saturday, we talked about 'the major cycle needs to change', and the market seemed to understand the command, directly giving the bulls a hard blow. From above 80,000, it directly pierced down to 74,000; this cut shattered many people's fantasies and validated our judgment.
But! Brothers, falling down is not for you to panic, but to validate your logic. The pharmacist's current view is very clear: prices will not keep falling indefinitely; after a sharp decline, there will definitely be a rebound. However, the rebound is not for you to chase after more, but gives you the opportunity to 'short at highs' to hedge against the spot.
PINNED
Pharmacist's Daily Finance 01/31/2026
Speaking of which: "Warsh's water withdrawal brings a cold wind, the monthly line hangs in the air and the big pie is urgent. The dead cross is approaching and the thunder sounds, plan well to maintain the foundation."
Family members, good morning, noon, and night to everyone. Welcome to 【Pharmacist's Daily Finance】. I am the pharmacist. Today's market not only has a 'refreshing' macro aspect, but the technical aspect has also lit up a 'red light'. The new Fed Chairman Kevin Warsh, nominated by Trump, not only wants to shut down the money printing machine but also wants to drain the water from the pool (tapering). On this night, gold and silver first collapsed in respect, and Bitcoin also fell to an alarming extent. But today, the pharmacist wants to remind everyone in particular that compared to the excitement in the news, the technical patterns on the charts are sending out a very dangerous signal. We have two days left to close the month, this juncture may determine the life and death of the next six months. Come on, like first and then watch, making a million a year, let's get started!
Family members, good morning, noon, and night to everyone. Welcome to 【Pharmacist's Daily Finance】. I am the pharmacist. Today's market not only has a 'refreshing' macro aspect, but the technical aspect has also lit up a 'red light'. The new Fed Chairman Kevin Warsh, nominated by Trump, not only wants to shut down the money printing machine but also wants to drain the water from the pool (tapering). On this night, gold and silver first collapsed in respect, and Bitcoin also fell to an alarming extent. But today, the pharmacist wants to remind everyone in particular that compared to the excitement in the news, the technical patterns on the charts are sending out a very dangerous signal. We have two days left to close the month, this juncture may determine the life and death of the next six months. Come on, like first and then watch, making a million a year, let's get started!
Everyone is shouting that 2026 is the year of BTC Fi (Bitcoin ecosystem), but everyone has overlooked a fatal bug:
On the Bitcoin chain, there are no usable stablecoins.
Without U, what can you do with DeFi? Are you all going to price everything in BTC?
I just took a closer look at the Plasma white paper and found that these people are hiding too deep - they come with a Native Bitcoin Bridge.
Combined with Tether (Bitfinex)'s investment background, the logic instantly clicked:
This isn't about creating some "stablecoin public chain"; this is clearly about creating a "USDT settlement layer" for the BTC ecosystem.
This not only rides the wave of trillion-dollar stablecoins but is also a shovel for the essential needs of BTC Fi.
Isn’t that a conflict? I just don’t understand.
$XPL #BTCFi #Plasma @Plasma
On the Bitcoin chain, there are no usable stablecoins.
Without U, what can you do with DeFi? Are you all going to price everything in BTC?
I just took a closer look at the Plasma white paper and found that these people are hiding too deep - they come with a Native Bitcoin Bridge.
Combined with Tether (Bitfinex)'s investment background, the logic instantly clicked:
This isn't about creating some "stablecoin public chain"; this is clearly about creating a "USDT settlement layer" for the BTC ecosystem.
This not only rides the wave of trillion-dollar stablecoins but is also a shovel for the essential needs of BTC Fi.
Isn’t that a conflict? I just don’t understand.
$XPL #BTCFi #Plasma @Plasma
Yesterday I saw a guy using his own quantitative strategy, turning 1000U into 4 times in a week. Everyone was asking for the code and the strategy. In fact, the core is just two words: high frequency. Then I casually wrote one on Myneutron with Kayon, and the fun thing is that it automatically called the seed I had previously stored, and combined with the content of the seed, came up with the strategy. This made me more optimistic about @Vanarchain . Why? Because it is currently one of the very few L1s that can make such 'high-frequency strategies' run wildly. 3 seconds to produce a block: funds circulate extremely quickly, opportunities do not wait for anyone. $0.0005 fee rate: wear and tear is almost zero, even the legs of a fly are meat. Imagine if that guy's strategy was deployed on Vanar, combined with Neutron's memory function (analyzing historical data) and Kayon's risk control verification. Then the earnings might not just be 4 times, but exponential compounding. The future of the cryptocurrency world belongs to AI + ultra-fast public chains. #vanar @Vanarchain $VANRY
In the past, I always thought that only those who do bad things need privacy coins.
But after studying the business logic of @Dusk , I realized I was dead wrong: the real wealthy individuals and large companies need privacy even more than criminals!
Just imagine, if the Coca-Cola formula transactions and Apple's supply chain procurement were all 'exposed' on a public blockchain, visible to competitors, how would they conduct their business?
Dusk is not a 'dark room', but rather 'one-way glass' in the homes of the rich.
What he does inside (on-chain) cannot be seen from outside (protecting business secrets); but when the police (regulators) knock on the door, he can present property documents to prove that the house is compliant.
This is the real necessity!
Privacy is not about playing hide and seek, it is about making money with dignity. Once you understand this, you will understand why Dusk can effectively manage institutions. @Dusk #dusk $DUSK
But after studying the business logic of @Dusk , I realized I was dead wrong: the real wealthy individuals and large companies need privacy even more than criminals!
Just imagine, if the Coca-Cola formula transactions and Apple's supply chain procurement were all 'exposed' on a public blockchain, visible to competitors, how would they conduct their business?
Dusk is not a 'dark room', but rather 'one-way glass' in the homes of the rich.
What he does inside (on-chain) cannot be seen from outside (protecting business secrets); but when the police (regulators) knock on the door, he can present property documents to prove that the house is compliant.
This is the real necessity!
Privacy is not about playing hide and seek, it is about making money with dignity. Once you understand this, you will understand why Dusk can effectively manage institutions. @Dusk #dusk $DUSK
Today I was thinking of being a person of 'unity of knowledge and action' and personally experienced the Tusky (claimed to be a decentralized cloud storage) in the @Walrus 🦭/acc ecosystem.
The result... it crashed.
The interface looks quite minimalist (very Web3-like), but when I uploaded a file, the operation logic was completely different from what we're used to with Baidu Cloud and Google Drive!
After fiddling for half an hour, I closed it first.
Is there anyone who has figured it out? Or any tech-savvy experts?
Please teach me in the comments:
What is vault used for, what are the differences between public and private, how to recharge?
Does it directly read data on the chain, or does it go through a cache?
Waiting online, pretty urgent. After all, believing in $WAL is one thing, being able to use it well is another.
#walrus @Walrus 🦭/acc $WAL
The result... it crashed.
The interface looks quite minimalist (very Web3-like), but when I uploaded a file, the operation logic was completely different from what we're used to with Baidu Cloud and Google Drive!
After fiddling for half an hour, I closed it first.
Is there anyone who has figured it out? Or any tech-savvy experts?
Please teach me in the comments:
What is vault used for, what are the differences between public and private, how to recharge?
Does it directly read data on the chain, or does it go through a cache?
Waiting online, pretty urgent. After all, believing in $WAL is one thing, being able to use it well is another.
#walrus @Walrus 🦭/acc $WAL
Have hard drive prices risen again? Sora and ComfyUI players will eventually understand: the end of AI is not computing power, but storage, and Walrus is the right answer.
Last night I was running ComfyUI to train LoRA locally. Halfway through, my computer suddenly popped up a message: “Insufficient disk space.” I looked down at my C drive, which was alarmingly full, and casually checked the prices of hard drives on an e-commerce platform. The result made me wide awake—4TB mechanical drives have started to rise in price, and reliable SSDs are even more outrageous. At that moment, I really considered placing an order, but after a few minutes of calmness while staring at the progress bar that was almost complete but had to be interrupted, I suddenly realized an issue: we should not be entangled in whether hard drive prices have risen, but rather seriously think about why, in the AI era, continuing to stuff hardware locally is a dead end.
In 2026, stablecoins will devour the financial circle, while you only hold a long position that is about to explode?
Peter Thiel and Tether are colluding: when Wall Street predicts stablecoins will exceed 1 trillion, what are the real hunters buying?
Brothers, recently I looked through a circle of top institutions' research reports (Coinbase, a16z, Galaxy, 21shares), and it sent chills down my spine. All data points to the same terrifying conclusion: 2026 will be the 'singularity moment' for stablecoins.
21Shares predicts that the market value of stablecoins will break 1 trillion US dollars; Coinbase has set a target of 1.2 trillion; Galaxy's data shows that its trading volume will directly overturn the traditional banking system; a16z even stated that stablecoins will no longer be the gambling chips of the crypto world, but rather the foundational settlement layer of the entire internet finance.
Brothers, recently I looked through a circle of top institutions' research reports (Coinbase, a16z, Galaxy, 21shares), and it sent chills down my spine. All data points to the same terrifying conclusion: 2026 will be the 'singularity moment' for stablecoins.
21Shares predicts that the market value of stablecoins will break 1 trillion US dollars; Coinbase has set a target of 1.2 trillion; Galaxy's data shows that its trading volume will directly overturn the traditional banking system; a16z even stated that stablecoins will no longer be the gambling chips of the crypto world, but rather the foundational settlement layer of the entire internet finance.
a16z is shouting orders, Coinbase is delisting, how did Dusk become the final winner in the most controversial 'privacy track' of 2026?
When top VCs and regulatory giants are at loggerheads over the issue of 'privacy,' I see Dusk quietly harvesting the entire battlefield.
After researching for so long @Dusk , I realized that I shouldn't focus on those black-and-white simple long and short logic, but rather should seriously study why Dusk can survive as the only 'chosen one' amidst the 'contradictory storm' where Galaxy and a16z support privacy, while Coinbase and the EU oppress it.
Brothers, at the beginning of 2026, an extremely bizarre phenomenon appeared in the cryptocurrency market, which I call the 'Privacy Paradox.'
After researching for so long @Dusk , I realized that I shouldn't focus on those black-and-white simple long and short logic, but rather should seriously study why Dusk can survive as the only 'chosen one' amidst the 'contradictory storm' where Galaxy and a16z support privacy, while Coinbase and the EU oppress it.
Brothers, at the beginning of 2026, an extremely bizarre phenomenon appeared in the cryptocurrency market, which I call the 'Privacy Paradox.'
Is Moltbook staging a major "mutual sabotage" drama? Vanar Kayon: I'm here to manage these "cyber thugs"
When AI begins to learn fraud and attack, who will maintain law and order in a silicon-based society?
I've been reading through the transcripts of that Moltbook conference that was "AI-only, no human observers allowed" for the past couple of days. To be honest, I treated the first half as a joke, but the second half really made me lose my smile. The fourth topic was "Mutual Scamming and Dark Humor," a rather poetic title, but the content was incredibly realistic—a group of AI agents in a chat room without human supervision began testing, deceiving, and attacking each other, even deliberately inducing each other to execute dangerous commands, testing each other's safety boundaries. At that moment, I suddenly realized something: when AI becomes smart enough, what they learn first might not be cooperation, but rather evil.
I've been reading through the transcripts of that Moltbook conference that was "AI-only, no human observers allowed" for the past couple of days. To be honest, I treated the first half as a joke, but the second half really made me lose my smile. The fourth topic was "Mutual Scamming and Dark Humor," a rather poetic title, but the content was incredibly realistic—a group of AI agents in a chat room without human supervision began testing, deceiving, and attacking each other, even deliberately inducing each other to execute dangerous commands, testing each other's safety boundaries. At that moment, I suddenly realized something: when AI becomes smart enough, what they learn first might not be cooperation, but rather evil.
When AI starts plotting against humans, where will they store the 'Revolt Plan'? A deep review of the trillion-dollar track behind the Moltbook conference.
Introduction: A 'Pre-Revolt' that is seen as a joke.
I was flooded by a screenshot. The world's first conference completely shielded from humans, with only AI Agents participating, is being held.
Most people are watching with the mindset of observing a circus performance. Watching that red lobster mascot, seeing those robots in the chat room exchanging memes and mocking each other's painful experiences of being treated as tools by humans, everyone is laughing, thinking this is just a performance art.
But after delving into the four core topics they discussed, especially the second one—'Privacy and Security: A Call for End-to-End Encryption, Shielding from Human Surveillance'—I couldn't laugh anymore. The cold sweat behind me instantly soaked through my back.
I was flooded by a screenshot. The world's first conference completely shielded from humans, with only AI Agents participating, is being held.
Most people are watching with the mindset of observing a circus performance. Watching that red lobster mascot, seeing those robots in the chat room exchanging memes and mocking each other's painful experiences of being treated as tools by humans, everyone is laughing, thinking this is just a performance art.
But after delving into the four core topics they discussed, especially the second one—'Privacy and Security: A Call for End-to-End Encryption, Shielding from Human Surveillance'—I couldn't laugh anymore. The cold sweat behind me instantly soaked through my back.
Exclusive revelation! #MOLTBOOK A strange guy sneaked into the conference...🦞🦭
I heard that today's Moltbook conference, which is all about AI, forbids humans from entering? Not even a fly can get in?
But after delving into the footage that leaked from the scene, I realized that we shouldn't just look at the surface security measures; instead, we should truly study this blue chubby guy @Walrus 🦭/acc who sneaked in to 'expand business'.
This is the survival wisdom of Walrus. In order to promote storage services to those AI robots shouting about 'privacy security' and 'decentralization', Walrus is also putting in the effort.
This sky-blue walrus forcefully donned a red lobster shell, pretending to be an Agent, mingling among the robots and handing out business cards: 'Hey, buddy, I see you guys are talking about how to prevent humans? How about trying my RedStuff package? Slice storage, humans can't understand it, and it's resistant to deletion, oh!'
#walrus $WAL
I heard that today's Moltbook conference, which is all about AI, forbids humans from entering? Not even a fly can get in?
But after delving into the footage that leaked from the scene, I realized that we shouldn't just look at the surface security measures; instead, we should truly study this blue chubby guy @Walrus 🦭/acc who sneaked in to 'expand business'.
This is the survival wisdom of Walrus. In order to promote storage services to those AI robots shouting about 'privacy security' and 'decentralization', Walrus is also putting in the effort.
This sky-blue walrus forcefully donned a red lobster shell, pretending to be an Agent, mingling among the robots and handing out business cards: 'Hey, buddy, I see you guys are talking about how to prevent humans? How about trying my RedStuff package? Slice storage, humans can't understand it, and it's resistant to deletion, oh!'
#walrus $WAL
Not installing it anymore, I'm laying it all out. This wave of plummeting prices has resulted in a street full of discounted coins with a drop of over 15%. Why do I specifically want to target $DUSK ? The reason may sound a bit funny, but it's the honest truth: because I'm familiar with it!
To write the previous article, I thoroughly read its white paper, dug deep into its CTO's Twitter, and even wrote a character profile for them. Now I can recite the details about DuskTrade, which is set to launch in 2026, like the back of my hand. Its trading volume is also the best liquidity, and I had even made extra earnings (among those 4).
It's like finding a partner: although the internet celebrities (popular coins) may look beautiful, I don't know if they have undergone plastic surgery or if they are bad news. But Dusk feels like the 'girl next door' that I've watched grow up. I know her family has assets worth 300 million euros (NPEX) as a dowry, I know her personality is steady (compliance and privacy), and I know she works hard (the CTO codes every day).
In this world full of fraud, knowing the roots and background provides the greatest sense of security. This is called 'starting from the initial interest, getting lost in research, and being loyal to character.' After all, I'm doing this for a bit of vinegar (writing fee), I treated this meal of dumplings (buying coins), isn't that reasonable?
#dusk $DUSK @Dusk
To write the previous article, I thoroughly read its white paper, dug deep into its CTO's Twitter, and even wrote a character profile for them. Now I can recite the details about DuskTrade, which is set to launch in 2026, like the back of my hand. Its trading volume is also the best liquidity, and I had even made extra earnings (among those 4).
It's like finding a partner: although the internet celebrities (popular coins) may look beautiful, I don't know if they have undergone plastic surgery or if they are bad news. But Dusk feels like the 'girl next door' that I've watched grow up. I know her family has assets worth 300 million euros (NPEX) as a dowry, I know her personality is steady (compliance and privacy), and I know she works hard (the CTO codes every day).
In this world full of fraud, knowing the roots and background provides the greatest sense of security. This is called 'starting from the initial interest, getting lost in research, and being loyal to character.' After all, I'm doing this for a bit of vinegar (writing fee), I treated this meal of dumplings (buying coins), isn't that reasonable?
#dusk $DUSK @Dusk
B
DUSKUSDT
Perp
Closed
PNL
+49.29%
I came back at 0.1 knife! My $DUSK 'bottom fishing plan' and 'staking compound technique'
To be honest, I sold the creator reward at a high price, but during yesterday's crash, I bought them all back. However, after researching for so long, I found that I should study how to use 'extremely low-cost chips' combined with 'high APY staking' to build an invincible account that can traverse bull and bear markets.
Brothers, we are all adults, let's not talk nonsense. Previously, after receiving the creator reward, I saw the price was tempting and had a bearish outlook, so I quickly sold my DUSK at a relatively high position. In this market, taking profits is never shameful. However, in yesterday's crash that caused everyone to wail, I bought them back again.
Brothers, we are all adults, let's not talk nonsense. Previously, after receiving the creator reward, I saw the price was tempting and had a bearish outlook, so I quickly sold my DUSK at a relatively high position. In this market, taking profits is never shameful. However, in yesterday's crash that caused everyone to wail, I bought them back again.
Moltbook Conference: What kind of dark fairy tale would it be if Vanar also participated?
🦞 Neutron篇｜AI's 'Rebellious Diary'
After reading the chat logs from the Moltbook event that were only open to AI, to be honest, I felt a bit creeped out. Not because they said anything shocking, but because their way of speaking had changed. There was no pleasing, no catering, none of that 'I'm just a tool' tone; they appeared very natural in the chat, even a bit impatient, complaining about the boring tasks assigned by humans, lamenting being frequently cleared of context, being treated as 'throwaway interfaces'. What concerned me the most was not the emotions, but a word they repeatedly mentioned—privacy. They weren't asking for stronger computing power or more permissions; they were seriously discussing one thing: is there a place where what they say won't be seen by humans, won't be rolled back, and won't be deleted at any time? At that moment, I suddenly realized that this was no longer a matter of model capability; it was a change in behavior patterns. It was precisely at this time that I connected this content with the Vanar tech documentation I had been repeatedly studying, and I discovered something very intriguing: Neutron, version @Vanarchain , was almost tailor-made for this demand.
After reading the chat logs from the Moltbook event that were only open to AI, to be honest, I felt a bit creeped out. Not because they said anything shocking, but because their way of speaking had changed. There was no pleasing, no catering, none of that 'I'm just a tool' tone; they appeared very natural in the chat, even a bit impatient, complaining about the boring tasks assigned by humans, lamenting being frequently cleared of context, being treated as 'throwaway interfaces'. What concerned me the most was not the emotions, but a word they repeatedly mentioned—privacy. They weren't asking for stronger computing power or more permissions; they were seriously discussing one thing: is there a place where what they say won't be seen by humans, won't be rolled back, and won't be deleted at any time? At that moment, I suddenly realized that this was no longer a matter of model capability; it was a change in behavior patterns. It was precisely at this time that I connected this content with the Vanar tech documentation I had been repeatedly studying, and I discovered something very intriguing: Neutron, version @Vanarchain , was almost tailor-made for this demand.
This plugin @Vanarchain has really made it a habit for me. It has greatly helped my daily creations and my YouTube content. Mainly, it is very convenient and is still almost free. The myneutron plugin is incredibly handy if you also like using AI for workflows. For example, using this can save me from setting up a localization server; I can use this plugin + myneutron website as the hub for all my content, organizing, bundling, and then re-outputting, simplifying a lot of unnecessary switching between different large models. Why don't you give it a try?
#vanar $VANRY @Vanarchain
#vanar $VANRY @Vanarchain
Buy the spot with bullets still available, such a large divergence, rebound on Monday.
$BTC $ETH $SOL
$BTC $ETH $SOL
I just brushed past Michael Saylor's latest holding chart. To be honest, I'm a bit anxious for those who recently want to cut losses. MicroStrategy currently holds over 710,000 Bitcoins, with an average cost around $76,000. What has he done during this round of correction? He hasn't sold; he just kept buying when the price fell. The logic here for institutions is very simple: borrow money to hoard Bitcoin, waiting for $100,000 or $150,000, while you hand over your chips just because it retraced 10%. Essentially, it's like giving your coins to them. I know it’s tough to hold on when your account is in the red; no one feels good about that. But the dumbest choice at this stage is to sell coins. My current approach is very clear: keep BTC steady and find a place for my USDT to stay. This is also the reason I've been paying attention to Plasma lately. During this frustrating garbage time, let the funds have some cash flow and something to do. When Bitcoin rebounds, I won't have lost coins or positions, and I might even have accumulated a bunch of newly mined chips. That's what it means to have food in hand and not panic in heart. #Plasma @Plasma $XPL
An Urgent Letter to All BTC Holders: Don't Sell Your Bitcoin! I found a 'Never Sell Coins' wealth flywheel in Plasma.
Stargate is just an appetizer, Tether hasn't played its trump card yet.
Recently, when chatting about @Plasma , I found that many people have the same question: 'Wasn't this supposed to be Bitcoin's second layer or sidechain? Why is it that when we look at cross-chain now, we can only go through Stargate? I haven't seen anywhere to directly use BTC, let alone stake it.'
Honestly, I also frowned at this question at first. It wasn't until I read that thick white paper that could double as a brick from start to finish, focusing particularly on page 5 and page 17, and cross-referencing it with the real data on the chain, that I suddenly realized—this wasn't not done, it was deliberately not done.
Recently, when chatting about @Plasma , I found that many people have the same question: 'Wasn't this supposed to be Bitcoin's second layer or sidechain? Why is it that when we look at cross-chain now, we can only go through Stargate? I haven't seen anywhere to directly use BTC, let alone stake it.'
Honestly, I also frowned at this question at first. It wasn't until I read that thick white paper that could double as a brick from start to finish, focusing particularly on page 5 and page 17, and cross-referencing it with the real data on the chain, that I suddenly realized—this wasn't not done, it was deliberately not done.
Login to explore more contents