王短鸟（长鸟版）
王短鸟（长鸟版）
傻逼钱，无脑买okb
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People in the crypto circle die from SanDisk.
Very thought-provoking.
Stablecoins, US stocks on-chain, perpetual contracts.
These are the wealth codes.
Understand these tracks, then buy the strongest or the most promising one.
You can achieve great results.
I chose OKB
Although it's weak now, it's also a buying opportunity. #软银重金押注OpenAI，Q2财报能否交出亮眼成绩？
OKX Prophet's score predictions for the US stock earnings season are quite good.
They align very well with the current crypto circle's RWA narrative.
They also provide precise conditions for what counts as exceeding expectations.
Actually, participating in this itself is a way to learn about investing in US stocks.
#SK海力士Q3财报在即，HBM4能否提振盈利？
I won't sell at this price right now.
There will be many moments like this in a bull market. Even if you are doing swing trading, selling at this price now is not appropriate.
The crypto market is such a small cap, easy to manipulate. Even if the global environment is not good, the crypto market is still a great tool for harvesting.
Maybe one day, Bitcoin will directly surge to 100,000.
So stay patient; patience is the best wealth secret.
#SK海力士Q3财报在即，HBM4能否提振盈利？
Actually, it's not just OKB, it could be every coin.
It's just that OKB is more obvious because more people pay attention to it.
There are always times when the drop is greater than others, and the rise is less than others.
But there are also times when it rises more than other coins.
The so-called holding on might be about being able to hold on during these times.
OKB is about to start rebounding.
xlayer will get better, and it will get explosively better.
exchangs OS and okxice, which will impact the global financial situation, should be coming soon.
People probably haven't yet felt how awesome okxice is.
Let me explain just how awesome it really is.
It is currently the first well-known tokenized protocol on the market that links stock tokens 1:1 with real stocks, while retaining dividends and voting rights.
It is also the most watched, first to apply, and designed under the new framework as the highest-standard TSV (Tokenized Securities Venue) to obtain SEC exemption.
The liquidity provision for stock tokens uses a pool model, not an order book model; the pool will be formed on xlayer.
I believe many traditional Wall Street market makers will come to form LPs in this pool.
The SEC innovation exemption specifically grants liquidity providers a conditional "dealer" exemption.
As long as they provide liquidity in the TSV's AMM pool using only their own funds and meet disclosure and record-keeping requirements, they do not need to register as dealers like traditional market makers.
This lowers the threshold for institutions like Citadel, Virtu, and Jane Street.
Therefore, liquidity depth will be very high, and xlayer's TVL will grow very quickly.
In my view, this narrative is an extremely unbeatable narrative.
#特斯拉交付超预期后盈利修复成焦点
Tesla will release its Q3 earnings report after the market closes tonight, with the conference call around 5:30 PM Eastern Time (early morning Beijing time).
The key metrics I’m watching:
Automotive gross margin and overall operating margin. Deliveries have been announced at 486,500 units, exceeding expectations (consensus was just over 460,000), but still slightly down year-over-year.
Automotive revenue is expected to be roughly flat or slightly down; whether the gross margin can hold near 18% and the operating margin remains pressured around 2.5% will directly determine how good the numbers look.
Energy segment at 13.7 GWh also grew but fell short of higher expectations, so this contribution is also critical.
Free cash flow and capital expenditures.
Last quarter, heavy investment and margin pressure caused EPS to miss significantly, leading to a stock price drop.
This time, Capex related to AI, Robotaxi, Optimus, and production capacity will likely remain high, so FCF may continue to be under pressure or even negative.
The market’s tolerance for "spending money to buy the future" can be seen from reactions to SpaceX and Netflix yesterday—exceeding expectations doesn’t necessarily mean a stock rise.
Guidance and narrative.
The numbers themselves may not be very surprising (revenue consensus around $28.3B, non-GAAP EPS about $0.45); more focus will be on how Musk discusses the rollout pace of Robotaxi/Cybercab, FSD progress, Optimus, and the recent comments on Tesla and SpaceX from the SpaceX earnings report.
#奈飞财报在即，广告业务成新看点
Income is income, investment is investment.
Investment trading without income is like building tall buildings in the desert.
Full-time crypto trading, relying solely on trading for a living, is almost impossible to succeed.
But having only income without investing also makes it impossible to get rich quickly.
Steadily earning a salary without buying assets makes it hard to achieve exponential growth.
Assets include: company equity, real estate, stocks, cryptocurrencies, and so on.
It just so happens that my job is a finance blogger.
Your job could be making content on Douyin or Xiaohongshu, running a company, delivering food, etc.
Anyway, before the difference between assets and income reaches hundreds of times, you still have to work.
