YuanMan 🧑‍💼

YuanMan 🧑‍💼

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| 🛠️Founder of @SanyuanCapital @DeJob_Official | 📩Telegram：https://t.co/sZnvz7VZdb

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YuanMan 🧑‍💼

I'd guess this year's Hong Kong Consensus event will be the quietest ever. Firstly, the crypto market is in a bear market, and secondly, people are reluctant to go out due to the approaching Lunar New Year. However, Binance's event won't lack popularity, as BNB Chain will continue to generate buzz, making it one of the few opportunities in the current market. twitter.com/sanyuanVC/status/2...

YuanMan 🧑‍💼

Some people mocked Li Hua, some hoped he would lose everything, and some dug up his past. All I see is that for children of farmers in rural Hunan, turning their lives around is harder than climbing to heaven. I remember when Star Xu lost his freedom in 2020, assets on OKX plummeted to as low as 40% of their original value. A rich second-generation guy bought two discounted BTC through me, and that's how we got in touch. Later, I watched him rise and fall in the crypto, ultimately losing everything. Within two years, with his father's help, he opened a factory with an investment of 40 million yuan, and received various government awards, transforming himself into a benchmark for innovative technology enterprises with a thriving business. For the second generation, turning their fortunes around was just a matter of a wave of the hand from their family. In contrast, the underdog's rise to success requires risking one's life. I don't know Li Hua (@Jackyi_ld) personally; I only followed him on Twitter today. I just think that his success must have involved risking his life, which is quite remarkable.

YuanMan 🧑‍💼

Stani Kulechov, founder of DeFi platform Aave, purchased a five-story Victorian-style mansion in Notting Hill, London, for $30 million, making it one of the most expensive transactions in London's high-end residential market in the past year. It's worth noting that AAVE/USDT has fallen 66.81% from its peak in August 2025. Looking at this historical price chart, AAVE's recent bull run has been quite rewarding for investors.

YuanMan 🧑‍💼

The "little princess" who was driven out of the crypto a little over a month ago has moved to Xiaohongshu. Her profile page states that she graduated from New York University and still has the Versailles style. She currently has over 10,000 followers.

YuanMan 🧑‍💼

In the short term, the market has already priced in the sentiment surrounding Warsh, and BTC's second dip is over. There's no need to worry too much about Friday's non-farm payroll data. Polymarket estimates a 50% probability of the employment data being between 50,000 and 100,000, which is within market expectations. Precious metals are no longer cost-effective; under a hawkish trend, safe-haven assets will always have to fulfill their historical mission.

YuanMan 🧑‍💼

Given Walsh's tightening expectations, a 10% pullback may just be the beginning.

YuanMan 🧑‍💼

What is a Black Swan? At midnight on the 30th, Polymarket still showed a 31% probability of Warsh being nominated as the next Federal Reserve Chairman, and gold and silver prices were soaring that people were losing sleep. No one could have predicted, through any clues, that the most dramatic single-day sell-off in history would occur the following day. If one had to find divine revelation, perhaps the signal would be that the group of people on the periphery of the investment market suddenly started investing in the most clumsy way.

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