徐冲浪搬运号

Looking back, I started using Zhihu quite early, as early as 2014, often discussing past and present with various influencers on the platform. Among these top bloggers, there are many elites with backgrounds from prestigious universities such as Tsinghua and Peking University. Recently, I took the time to sort this out and found that among this group, aside from those who chose to start their own businesses, most of the others are now focusing their energy on investing in A-shares or U.S. stocks. This makes one reflect that in middle age, the core issue of life ultimately falls back on the economic foundation, and the various glories of the past no longer seem as important. Even the once-popular Zhihu goddess Wang Nuonuo is now busy dealing with family disputes, publicly denouncing her ex-husband's infidelity, and working hard to recover the 3 million yuan debt owed by him.

It has been a while since the last WeChat official account article was published, and this issue specially brings you content related to Robinhood.

https://mp.weixin.qq.com/s/wzf_v6MjrNmUMcvsawJ71Q

I have a positive attitude towards the issuance of 100-year corporate bonds by GOOG. Although the market currently shows concerns about excessive capital expenditure (CapEx), as I mentioned a few months ago: as long as there are no signs of widening spreads between such corporate bonds and government bonds, it is enough to confirm that tech giants are still firmly making large-scale investments in the AI field.

As for why Manus was able to successfully sell, I believe the core reason lies in what Ji Yichao pointed out: they realized that the essence of this business is actually manufacturing.

In the logic of manufacturing, production equipment needs to be procured externally, and by processing raw materials (for example, turning yellow peaches into canned goods) and then selling them to consumers. Future internet companies will also evolve into this form, with the only difference being the specific outputs—some are responsible for producing canned yellow peaches, some procure pork and starch to make ham sausages, and others acquire soybeans to grind into soy milk.

This is exactly the epitome of the new industrial revolution. In this process, although the overall gross profit margins of internet companies and even large model companies will decline, it will lead to technological inclusivity, ultimately allowing consumers to obtain higher quality and more user-friendly AI products.

GOOG's company bonds have a maturity of up to 100 years, which is undoubtedly a positive signal. Although the market is currently cautious about capital expenditures (CapEx), this precisely confirms my judgment from a few months ago: as long as the spread between such corporate bonds and government bonds does not show signs of convergence, it indicates that tech giants are still making large-scale resource investments in the AI field.

Regarding the reasons for the successful sale of manus, I believe that the core logic pointed out by Ji Yichao is crucial, namely that they realized the essence of this business is actually manufacturing. Under the manufacturing model, manufacturers procure equipment and process raw materials into goods to sell to consumers, much like canning yellow peaches. Future internet companies will also evolve into this form, with the only difference being the specific outputs; some companies will be responsible for producing canned yellow peaches, while others procure pork and starch to process into ham sausages, and still others use soybeans to make soy milk.

This is what is known as the new generation of industrial revolution. In this process, the overall gross profit margin of internet companies and large model enterprises will decrease, but this will promote technological inclusiveness, ultimately allowing consumers to enjoy higher quality and more user-friendly AI products.

Are there any impressive data companies that provide, including but not limited to, financial data, geographical data, commodity data, etc.? Are there such large and comprehensive companies in the US stock market?

Looking back, the reason I insisted on not revealing my face was mainly due to concerns about the practices of domestic companies. I predicted at that time that personal data could very likely be used to train models without permission, leading to arbitrary use by the outside world. After all, I have seen similar chaos many times in the field of voice data. As for the model Dream, its demonstrated strong capabilities are indeed worthy of full recognition. However, given that its data collection process was carried out without authorization, this means there are still many legal compliance issues that need to be addressed.

To be fair, we need to have a fair attitude towards Binance. Although FTX has indeed performed better than Binance in terms of investment returns and vision, this is beyond doubt. But the crux of the problem is that FTX improperly diverted users' assets, which is the root cause of its collapse.

In terms of severity, letting users' principal go to zero is clearly much more serious than the platform itself having excellent profit-making capabilities. After all, no matter how much profit FTX makes, it ultimately ends up in SBF's personal pocket, with no direct benefit to ordinary users. Of course, if you are an investor holding FTT and hoping to boost the coin price by doing so, that is a different situation.

Looking back at the end of January, the market had not yet fully exploded, and Bitget had already set a record of over 4 billion U in daily trading volume.

In terms of fees, its advantages are particularly prominent. If trading gold on other exchanges, one often has to follow contract rates; for a volume of 100,000 U, the minimum fee is 20 U. However, using Bitget's tradfi section to trade gold under the same conditions requires only 1.5 U.

Compared to the cumbersome KYC verification and uncertain stability of traditional CFD platforms, Bitget only requires the use of USDT to complete the purchase, making it extremely convenient.

Clearly, the boundaries of asset allocation are becoming increasingly blurred, and as traders, the tools we possess should be more diversified.

Finally, I would like to express my gratitude to Bitget for the thoughtful gift: a horse's head.

The high-quality assets hidden in the U.S. stock market are indeed vast, with an astonishing number. For investors, faced with such a rich array of choices, it is obviously an impossible task to capture all excellent targets.

In the middle of the course, you will proceed most safely.

Today I specifically conducted a review of FISV once again. I have great confidence in it and personally believe its superiority even surpasses that of CRCL. From a developmental logic perspective, CRCL is likely to need FISV's channel in the future.

Regarding what exactly constitutes the cognitive gap, your current understanding is very accurate and completely correct.

Arm has finally returned to the breakeven point. I almost thought that my judgment logic was flawed. Now that we have returned to the cost line, let's get ready and continue moving forward.

If BTC truly possesses sufficient decentralization characteristics, then maintaining a relatively low price, allowing everyone to hold it, isn't that an ideal situation?

As the liquidity in the market tightens due to the cap reduction of Meme coins, cryptocurrency holders are actively seeking more solid value support in the US stock market. Under this trend, tools represented by stablecoins are being adopted by formal brokers as supplementary payment channels, and the boundary between traditional finance and the crypto world is becoming increasingly blurred, moving towards deep integration.

Against this backdrop, the integration of cryptocurrency trading platforms into the US stock market has become an inevitable trend. Matrixport has recently launched a new feature that allows users to directly deposit into US stock accounts using USDC and USDT, thus conveniently starting stock trading.

It is particularly noteworthy that, unlike some exchanges that only offer CFD contracts for difference, synthetic assets, or tokenized US stocks, the platform provides actual ownership of stocks. Users are not trading shadow assets but can obtain complete shareholder rights.

The platform achieves this service by directly connecting to licensed US brokers, ensuring complete rights without involving CRS reporting. The entry threshold is very user-friendly; users do not need to hold overseas bank cards, and during KYC identity verification and address proof, they only need to upload a mainland ID card to pass smoothly.

To help users achieve diversified asset allocation and long-term investments, the platform covers main board stocks and various ETFs from major US exchanges. In terms of fund circulation, deposits of USDT into US stock accounts are exempt from quick credit fees, and during limited-time promotional events, withdrawals from securities accounts as USDT also enjoy a 0 fee rate, realizing seamless integration with the US stock market.

Currently, the platform account @Matrixport_CN is holding a special event. The event is scheduled from February 3, 2026, 00:00 to February 28, 2026, 23:59 Beijing time. During this period, users who open an account will receive a complimentary 30-day L1 Nasdaq Basic real-time market service, and if they complete a deposit, they will also receive an additional 90 days of usage rights.

Registration link:

Regarding whether it is currently possible to enter the market for BTC long positions, it seems that the daily chart has adjusted quite a bit. However, it is regrettable that the actual bottom position is 300 points higher than I expected, and unfortunately, it did not trigger my order.

Having read the stories from the media, it is not surprising that XXX has come this far, as its initial success was based on leveraging. This has given me a deeper understanding of that famous saying: a person's essence determines the life path they choose.

You really shouldn't underestimate yourself and your influence. Look, as soon as you placed an order to buy, the tight supply situation in the storage chip market was immediately alleviated, and the price of lithium mines subsequently stopped rising. The chemical industry seems to have instantly lost its cyclicality, and coal resources seemingly burned out in an instant, even the power supply in the United States is no longer tight. The photovoltaic sector no longer mentions the topic of anti-involution, and the expansion pace of solid-state batteries has also come to a halt. Shortly after, Nvidia's artificial intelligence bubble announced its burst, the crypto market is no longer safe and stable, and the Web3 sector has lost its former vitality. It can be said that with just a buy button, you successfully caused the collapse of the entire global market.