YuanMan 🧑‍💼

YuanMan 🧑‍💼

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

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YuanMan 🧑‍💼

I don't know how @monad calculated that number, As a "former KOL," I feel a tiny bit of recognition now. His profile picture is really cool; I can't resist changing it.

YuanMan 🧑‍💼

Three positive news items for US stocks today: 1. The Federal Reserve cut interest rates by 25 basis points as expected. 2. Announced the cessation of balance sheet reduction on December 1st. 3. The US and China agreed to a one-year ceasefire. This creates a perfect closed loop: injecting liquidity without withdrawing it, and retaining funds while maintaining a grand AI narrative. Therefore, Twitter is full of pessimistic news about crypto today, especially that tweet from Softstar Entertainment, which hit home. "Don't let yourself get stuck in a rut," I strongly agree with @woodycryptow.

YuanMan 🧑‍💼

There are two reasons to invest in the US stock market in November: 1. Over the past decade or so, US stocks have generally seen gains in November. 2. Compared to gold, US stocks are generally undervalued, and Bitcoin is currently undervalued by 31% relative to US stocks. Get ready for November's US stock altcoin season: msx.com/?code=lBNi35 twitter.com/sanyuanVC/status/1...

YuanMan 🧑‍💼

Here's the thing: $PALU's FDV is now 39MB, not much of a difference. One has a strong narrative, the other has strong expectations. If you could only choose one, which would you choose? twitter.com/sanyuanVC/status/1...

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