STi克莱小汤

If you want to make quick money from investment, the basic outcome is to give away money,
If you want to earn long-term value from investment, it often may bring surprises instead.
If you want others to take over your investment, you will ultimately be swallowed by even darker hands.
If you want to learn and share together through investment, it will be easier to accumulate value and merit.

In short, you must be true to your conscience; only then can some invisible forces be activated in the midst of it all. This is also an interesting deep-level philosophy, the way of balance.

$BTC $ETH $BNB #加密市场观察

Sun and Moon Guidance: No Hat in the Sky, No Bend in the River, Beyond All Things, One More Added

$BTC $ETH $NEAR

#山寨季何时到来？ #BTC重返10万

This picture is great, grab a chance $BTC $ETH $SOL

Value investors are inevitably not popular. Simply put, would you have paid much attention to those who bought gold in 2022? Only those currently desperately chasing gold will attract traffic. $XAG $XAU #gold $BTC

This year's fortune, hoping the fortune message $BTC $ETH

The core difference between investing and speculation lies in time and intrinsic value.

Speculation is essentially a short-term博弈 🎰, often risking small assets for the chance of large returns. This pattern frequently leads to becoming addicted after a few wins, shifting to betting large amounts for small gains. A single unexpected black swan event can result in Game Over (hedge funds, sports betting, Texas Hold'em, high-frequency quant strategies are essentially all of this type), but the advantage is speed.

The essence of investing lies in identifying long-term growth potential and valuation mispricing. The advantage is objectivity, long-term stability, and dependability, but it requires the ability to accurately judge the true long-term value of an asset. This demands effort, talent, inspiration, and familiarity.

Therefore, although the theory of value investing is widely known, very few people can withstand the test of time and diligently conduct research. This is one of the reasons why speculative and hedge funds are so numerous, while funds focused on long-term value are rare and difficult to sustain.

Carefully observe that the FDV of new listings in the past two months has been low, yet there is still no listing effect whatsoever. This is the biggest side effect of 2025年#Alpha and chaotic Meme coins—fees were earned, but reputation, quality, and branding have declined. $BNB $币安人生 $BREV

This is similar to Yzi Labs, overly focused on hiring individuals with impressive Web2 'prestigious' education and resumes, while overlooking the fact that this is a Web3 investment. Hiring outsiders as leaders results in complete chaos. Even if @CZ is excellent at product management, when it comes to capital leadership, one should seek individuals with genuine early-stage Web3 project design or investment experience.

Full of good luck $BTC $ETH $SOL

2026 Happy New Year, I hope everyone can earn and break through their cultivation level together. Bilibili's New Year's Eve party this year has a taste of dreaming back to 2019, with thoughts reaching $BTC $ETH $AVAX

In 2025, we witnessed an absurd phenomenon: "Projects that actually get things done are not as good as CX and garbage coin projects. This has led to a rare serious disconnection between the fundamentals and the price of so-called "high-quality public chains" and "blue chips" (Value Disconnect), which is inextricably related to the listing strategy of exchanges and the excess Alpha generated from chasing transaction fees, as well as the excessive launch of Meme and garbage new coins. Almost all mainstream coins, except BTC and BNB, are in a deep bear market.

As the industry leader, Binance launched around 70 new coins in 2025, with countless numbers in #ALPHA , more than 95% - over 80%. Looking ahead to 2026, I hope the listing team can do some thorough research on whether branding is important or those transaction fees are significant when the compliance window is about to arrive. Gate can play this way because Gate is a second-tier exchange with less reputational burden. But Binance playing like this could easily lead to losses. @CZ

$BTC $ETH $NEAR

Meta has invested billions of dollars to acquire Manus, which shows how eager Meta is. But to be honest, Meta is more suited for Web2 and non-AI fields; it feels like their investment level in AI is as easy as SoftBank to take over the unsuspecting big shots.

$BTC $ETH $BNB options and futures market is also likely to suffocate all the bullish positions looking at the end of 2025 before making a decision.

#Strategy增持比特币

Today I went to the zoo and saw the temperament of the king $BTC $TRUMP h

This year, a large gold mine was discovered in Heilongjiang, with a maximum of 1,440 tons, valued at 208.8 billion dollars. Jilin Province has just discovered a gold reserve at the 100-ton level, approximately worth 14.5 billion dollars. Currently, the global total is about 348,300 tons (both mined and unmined). #比特币与黄金战争 $BTC and the inflation rate of gold is indeed 55-45, even lower for BTC. It is uncertain whether larger scale gold captures will occur in the future, but BTC has indeed been artificially capped in total supply. #GOLD The total market value is currently about 17.1 times that of BTC's total market value.

I discovered a characteristic: many major Web3 organizations and foundations hire a bunch of very "interview-savvy" talents. Their resumes and experiences look impressive, but none can truly present a tangible Web3 case. However, they excel at this, and the side effects often only become apparent 1-2 years later, by which time the costs have already sunk or they have profited enough. Only those who truly understand know the tricks, but they are often too lazy to speak up. $BTC $ETH $BNB

How is the energy storage going? When someone who has a long-term vision and values is constantly engaged in speculation and memes, if they are institutional partners, please quickly divest. Although one day they may suddenly realize, it might have already caused irreversible losses to the fund. The same logic applies to exchanges, but the slightly different aspect is that even if they overdraw their long-term reputation, short-term meme exchanges can still collect fees. However, it will consume the trust of long-term institutions, especially large ones. Keep it up for the future

$BTC $ETH $BNB

Puzzle 🧩 is like turning chaotic clues into order, and it also exercises the mindset of investors who need research clues and the patience to wait ⌛️. $BTC $ETH $BNB cannot be avoided just because finding good projects is difficult; making the right choices is essential. Positioning and luck 🍀 are also very important, and sometimes a key piece 🧩 might be the one that is accidentally put together correctly.

The industry has reached a point where it must help real projects. Real users, no fake memes, no short-term misleading traffic projects. Some projects have over 10 million real users, developed over five years, going through bull and bear markets without getting listed, while a random 2-person meme can get listed on Binance. Isn't that funny? #巨鲸动向 $BTC $ETH $BNB

The most handsome one in this Gemini meteor shower, hoping to bring good luck, the industry's focus has also shifted to real value. No more relying on Meme-type poison to quench thirst and siphon liquidity. $BTC $ETH $BNB #美SEC推动加密创新监管

Scarcity adds value; in the past, the effective listing of coins on BN was mainly due to the rarity of meme coins and low-quality coins. Even if the TGE is large, there was enough fundamental support for the long-term price trend. However, due to early exits by VCs, one could pick up quality projects cheaply, such as $SOL $MATIC $NEAR , but now, even though there are undervalued GEMs everywhere, they are overwhelmed by too many low-quality coins and the early release of ecosystem tokens by project teams, leading to significant selling pressure from VCs on their long-term holdings. Good projects have also been dragged down by the bad ones.

It's like playing a game with four teammates who always feed; even if you are Faker, you still have to lie down.