泥伏雷闯关记
泥伏雷闯关记
从普通到不凡，资金永不眠。
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Just now: Michael Saylor's Strategy bought bitcoin:native again.
Last week, it purchased 334 BTC, spending about 29 million USD, with a total holding now reaching 848,000 BTC.
▸ At the same time, it repurchased about 176 million USD of STRC preferred shares
▸ Cash position dropped from about 6 billion USD to 5.7 billion USD
In other words, this week Strategy spent about 6 times more on repurchasing its own preferred shares than on buying BTC.
BTC is still being bought, but the focus of capital allocation is undergoing some changes.👀
Capital never sleeps.
If the US stock market really starts to decentralize, I hope the funds ultimately flow to new value troughs. 😂
Especially BTC, compliant stablecoins, and RWA—assets that are increasingly close to the traditional financial system.
Cc酱
Is the global pension fund quietly reducing its US stock holdings?
Australia's ART, Quebec's Pension Savings in Canada, and the UK's People's Pension, managing a combined $690 billion, are all moving funds out: they don't want to stubbornly hold US stocks nor just bet on tech giants.
Why? It's very practical—
US stocks are not cheap now; more than half of the S&P's earnings are tied to AI, and the index is increasingly concentrated in a few companies, so the diversification effect by country and industry is basically gone.
A survey covering 430 institutions with $5 trillion in assets shows: about one-third of institutions plan to reduce their US stock positions in the next year, with the willingness to sell being twice that of last year.
The underlying message from institutions is consistent:
Whether the AI story will deliver is uncertain, but with current concentration and valuations, risks have already piled up, so they prefer to diversify into more varied markets first.
🚨Breaking News: Hyperliquid perpetual contract data is now available on Bloomberg Terminal.
Bloomberg Terminal can now display real-time quotes for Hyperliquid's 24/7 perpetual markets, covering traditional assets such as gold, oil, the S&P 500, and some US stocks.
The timing of this is also very interesting.
Just before this, Trump publicly stated that CFTC Chairman Michael Selig is pushing to introduce Hyperliquid into the US in a "fully compliant and legal" manner.
Currently, Hyperliquid is advancing its US market plan through Bitnomial, a CFTC-regulated entity under Payward, the parent company of Kraken, but this is different from the native Hyperliquid platform officially opening to US users.
From on-chain perpetuals, to Bloomberg Terminal, and then to the US compliant market.
Hyperliquid is gradually moving from a crypto-native trading platform into the view of traditional finance.
This may be more noteworthy than just pure trading volume growth.
The actions of this Black woman are indeed quite interesting...
These past two days, I've been inexplicably caught up in a strange topic... quite boring.
What might have originally been a minor conflict about smell, cultural habits, and personal boundaries was forcibly packaged into a debate about "racism."
Maybe at first, she really just "farted" (this part is my personal speculation), then casually recorded this video and uploaded it to social media, accompanied by a "victim perspective" text, turning "disliked perfume smell" directly into "discrimination because of skin color."
📌 An ordinary personal social dispute was forcibly escalated by her into "discrimination against the Black community," turning personal emotions into group narratives, and finally stirring up conflicts between Asians and the Black community.
What’s most worth pondering here isn’t whether she was actually discriminated against, but what kind of narrative she chose.
Turning an issue that could be discussed as "cultural differences, scent preferences, and public space boundaries" directly into racism, of course, is more likely to provoke emotions and gain traffic.
This kind of thing has happened before and is not uncommon on social media.
Of course, I cannot verify whether what she said is true.
But even if we temporarily take her words as fact, there is a very real cultural background: many regions in Asia do not commonly use perfume, and have relatively low tolerance for overly strong, pungent scents.
So, someone disliking a certain perfume smell and "discriminating against you because of your skin color" are completely different things.
The original post has already reached 12 million views, and she continues to add emotions and expand the controversy.
With this whole operation, traffic and follower growth naturally come.
As for whether she did this intentionally, we cannot verify; but as a social media KOL @WinnieRioba, she should at least understand: what kind of narrative most easily creates division, and what kind of content the algorithm is most likely to promote.
Of course, you can continue to vent according to your own emotions; that is your freedom...
But 🇨🇳 China welcomes friendly friends, not those who deliberately create division.
Thank you.
🥲 Isn't there an even weaker cornerstone investor than the KOL round...
jiayi 加一
You guys criticize Opinion but I want to cry
I've been investing for many years, even before investing in bn lab. I was an early believer in prediction markets
Investors also have to do post-investment work, not just provide money
And today you tell me, you actually unlocked early? I haven't seen a single coin yet 🤣
Discussing where the real survival lies for a Series A investment fund
