Kay Capital

Kay Capital

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| 🐸Prop Degen | 🌕️Prev Crypto VC & CEX | 💵Angel Investor of @monad_xyz | Focus on LatAm 🇲🇽🇧🇷🇨🇴 | #Bitcoin er SINCE 2013 | APE VIA https://t.co/BvqBb8LAgf | https://t.co/Z3SmoMlG5j |

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OKX's Flash Sale this time reached 18 million $ZAMA, equivalent to 540,000 USDT in the pool. It's a 5-day limited-time event, with 4 days remaining. VIP membership is available with real money, but it's better than nothing.

OKX 闪赚将上线 ZAMA (Zama)！今天傍晚 18:00 至 2月11日下午 18:00 (UTC+8)，锁仓 OKB、USDG、BTC、ETH 或 ZAMA，即可瓜分 18,000,000 ZAMA 空投奖励～参与方式👉：APP左上角——赚币与奖励——闪赚

bitcoin is a 6 fig asset in ppl minds, in hindsight, the entry window below 100k is closing fast

There are only 3 paths to investing in crypto in 2026: 1. Dollar-cost averaging in BTC, only buy when the price is low. 2. If Jeff can go to jail in the US and the potential regulatory risks are eliminated, then it's okay to buy some HYPE stocks. Don't buy them unless Jeff goes to jail. 3. Avoid on-chain financial management, avoid large-scale lending on exchanges, and avoid Altcoin. For investors with a certain level of capital, the remaining odds suggest that this year will likely be less certain than the stock market.

In 2026, there are basically only 7 investment paths: 1. GOOG 2. AMD, INTC, NVDA. These are the companies that have secured a foothold in the chip and semiconductor industry. With the demand from AI driving the entire industry chain to take off, simply choose a company you like, buy shares, and hold them long-term. 3. MU, SK Hynix, Samsung Electronics. These HBM companies are unlikely to experience a downturn throughout the year unless their Chinese factories do something significant to impact NAND (SNDK, Kioxia), which in turn indirectly affects... 4. Storage capacity expansion related: US stocks $ASML $LRCX $AMAT $KLAC, Japanese stocks $8035.T $4063.T 5. Nuclear Power and Uranium ETFs $NLR 6. Buy the dips of ORCL offers greater certainty than looking for opportunities related to OpenAI's IPO. 7. Buy the dips in crypto stocks. MSTR, after falling below book value, presents a similar opportunity to GBTC in the last round, with 1.2 remaining. MARA/CLSK's PB ratio is already below book value. CRCL is incomprehensible, but the theme has scarcity. Besides GOOG, ORCL, and crypto stocks, these are all AI tokens experiencing exponential demand growth and linear capacity expansion. For now, there are no clear fundamentals for a deep bear market. Maintain your belief that token usage will double in three months.

2026年投资基本就只有三条路： 1）AMD，INTC，NVDA。这些是芯片，AI的算力的基础。选个自己喜欢公司买入长期拿住的就好 2）MU，SNDK，这是存储，AI的记忆。全年都熊不起来，除非中国工厂发大招，到时候就马上跑 3）电力能源股 x.com/stocksavvyshay…

Michael Saylor: Women only slow down my coin accumulation speed.

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