YuanMan 🧑‍💼

YuanMan 🧑‍💼

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

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YuanMan 🧑‍💼

This might be the biggest injustice in Bitcoin history. Someone made $200 million with zero cost, and the key point is that they still have 6,000 BTC. Isn't that infuriating? The ancient whale from Satoshi Nakamoto's era are like early-stage stocks; this sell-off was mainly facilitated by market makers, and thankfully, it hasn't caused public outrage. It just goes to show that things that can bring about social change are always the most valuable. twitter.com/sanyuanVC/status/2...

YuanMan 🧑‍💼

The CPO (Consumer-to-Product) industry is likely to be the next big blue ocean, because AI needs to be deployed across various sectors. Simply put, CPO is like building highways for GPUs, equivalent to the transportation infrastructure for AI. First, let's talk about growth potential: institutions predict $3 billion in the next year and $15 billion in four years – the growth rate is phenomenal. Second, the logic: AI demand is exploding; liquid cooling and water cooling are only temporary solutions, while CPO can fundamentally reduce power consumption. Core sectors include: switches, silicon photonics, optical modules, advanced packaging, and fiber optics. When selecting companies, consider indicators such as order volume, gross profit margin, product mass production level, and backing companies.

YuanMan 🧑‍💼

The afterglow of the setting sun spills across the desk Silhouettes of plants and trees quietly settle on the plain wall

YuanMan 🧑‍💼

Many people are optimistic about ONDO, so what makes its products so strong? As you can see, in addition to the standard functions, $ONDO has more features than similar projects: Investor protection, mandatory redemption, real-time Mint exchange, and access to traditional financial market funds—in other words, ONDO can provide a safety net and connect you with large clients. It seems simple, but many large crypto projects have failed because of these two points. Of course, time will tell how ONDO fares.

YuanMan 🧑‍💼

This week has been eventful; let's summarize the current situation: US-Iran negotiations stall; Warsh takes office; interest rate hikes intensify; Bitcoin ETF sees $1.26 billion outflow in 6 days; Japanese, South Korean, and US stocks continue to hit new highs; China's CSRC intervenes; Strategy wants to sell BTC; Coinbase's Bitcoin negative premium continues to hit new lows. In summary, there are almost no positive factors in the market right now, but uncertainty is at its peak. Be cautious in the future.

YuanMan 🧑‍💼

After careful consideration, I believe this penalty signals a potential decoupling of the US and Chinese capital markets. Consider the timing: shortly after Trump's visit to China, on the eve of SpaceX, Anthropic, and OpenAI's IPOs, and amidst consecutive record highs in US stocks... The current clearing out of Tiger Brokers and Futu users is tantamount to cutting off the mainland capital line for Chinese concept stocks. This should also be a precaution against financial risks in the United States. Looking back at Didi's delisting in 2021, the wave of Chinese concept stock listings was ended. In 2022, state-owned companies such as China Mobile returned to Hong Kong to avoid risks. And from 2023 to now, more and more Chinese concept stock companies have dual-listed in Hong Kong. The emergence of China's first generation of US stock investors and the rise of Tiger Brokers and Futu were actually a result of the boom in Chinese concept stock listings. Now, it's simply a matter of reverting to the past, a move in a larger strategic game. Therefore, the regulatory action this time is unlikely to be aimed at eliminating Tiger Brokers and Futu, similar to the crackdown on crypto exchanges in 2021. People are still playing the game. The winners of this event should be Web3, Singapore, Hong Kong stocks, and the A-share financial sector. The common thread is their ability to absorb funds, allowing retail investors to still enter the "casino."

YuanMan 🧑‍💼

Who benefits most from China's crackdown on foreign securities firms? Centralized securities firms are completely wiped out. Meanwhile, RWA and On-Chain Stocks are ecstatic $ONDO with direct price surges. Previously, access to securities firms was increasingly limited to blockchain, raising the barriers to entry for traditional finance. Suddenly, a huge pie is being stuffed into the RWA sector. As expected, when fate smiles upon you, it won't let you die. 😂

YuanMan 🧑‍💼

A whale has bought over 500 million DOGE tokens, clearly positioning itself to capitalize on the SpaceX IPO. The last time Dogecoin experienced a surge was 24 years ago; retail investors have been shaken out long enough. If the IPO happens on June 12th, Musk will definitely dominate the headlines. Making money in the crypto is too difficult right now; if there's an opportunity to profit, get on board now. twitter.com/sanyuanVC/status/2...

YuanMan 🧑‍💼

Today, Zhipu (http:/02513.HK) surged 32% intraday, breaking its previous high. The biggest positive factor is the potential inclusion in the Hong Kong Stock Connect program, and the newly released high-speed version of the GLM-5.1 API, boasting 400 tokens/s—almost human-level reaction speed. Yesterday, they mentioned the ZCube architecture, demonstrating their long-term strategic vision and strong core competencies. Related stocks: MINIMAX-W (http:/00100.HK), Youjia Innovation (http:/02431.HK), Paradigm Intelligence (http:/06682.HK) twitter.com/sanyuanVC/status/2...

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