wesley教授
wesley教授
Founder of Block Infinity, Poker player, Trader, Chinese whale, @drhashclub
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Respect！
CoCo Yu洛杉矶地产
coco's incident in the US
- Hello everyone, I am coco. Everyone always thought I was Peter's biological niece, but actually this is a translation issue. In the US, I call him uncle Peter, so it was translated as niece. Actually, he has watched me grow up since childhood. We both come from Yuyao, Ningbo, and now we live together in Irvine, Los Angeles. He takes care of my real estate business and teaches me how to play Texas Hold'em. Peter is like a good big brother and uncle to me, as if I were his own niece.
- Between March and April 2025, Peter asked Britney to contact me to stay in Los Angeles. At that time, they were preparing to come early for the Hustler million-dollar tournament. Britney led a big team: Sherry (her sister), Patrick (her boyfriend), Chongchong, and Gaozhi (said to be her friends from China), who each stayed in my two villas. Then everyone said to play cards together. In the first 7 games, they won $480,000 from Peter and me! We settled everything with her. Midway, Peter sensed something was wrong. We first asked Gaozhi to leave because we felt Britney's friends did not respect him, though it was not about the card games. Then Britney felt the team was insufficient and once called Zeo over to play cards, winning $150,000. After losing every game, I asked Peter and Britney to pause the game. One day, I remember Wesley came to Peter to smoke a cigar. On that day, no one played cards, so I quietly checked the doorbell surveillance at home. There were already some videos about coco being a fish and Peter getting tilted, which made it easier to win when she entered and exited the gate. After noticing the clues, I first asked the remaining Britney team to collectively leave the Irvine villa. Then, after carefully reviewing past surveillance, I found the video everyone saw about "bringing their own shooters and controlling wins and losses"! The evidence was conclusive!
- The $22,460 incident! Britney won so many games and took the winnings, but refused to pay the last $22,460! I remember the last game where Chongchong, Patrick, and Britney had a combined net loss of $22,460. I asked for the money for several days. She made excuses, first saying she had to go to the Hustler million-dollar tournament, leaving early and returning late. Another time she said she was singing with friends and had no time to pay. I got very angry and asked them to leave the villa, and finally she said she wouldn't pay. The final outcome was that Peter helped me get the money back at the celebration party after the million-dollar tournament, but the process was really painful for me. She was unreasonable, had a bad attitude, and was extremely vengeful. She immediately bullied me by kicking me out of the Hustler lineup and told the production team that neither coco nor my friends were allowed on the show! She even cursed my family to break apart behind my back! Since Peter had already helped me recover the $22,460, I didn't want to trouble him to talk to Ryan about the show. At that time, I was very disappointed with poker and wanted to stay away from people like Britney. So I let the matter rest and kept it all inside.
- A painful year
That year, I stayed away from anywhere Britney existed. She constantly slandered and verbally bullied me through various friends. It wasn't until CYe, Wesley, Hank, and Teacher Zang exposed everything one by one that I realized I was just the tip of the iceberg of victims. Their brave fight against the evil forces also inspired me to stand up and let the public know what kind of person she really is. Any card game with Britney basically proves one thing: nine out of ten times it's cheating. So I urge everyone to open their eyes, stay away from "all in sister," stay away from vampires! Stay away from all shows and private games where she is involved!
The saying goes: "Those who do many unrighteous deeds will bring about their own destruction; let the child wait and see."
Best,
coco yu
Many people keep flipping through my positions this week, but this is actually a negative example. The net exposure switched back and forth several times within a week. You might think this is flexibility, but most of the time it's just being led by the market. The ones who truly make money are never the quickest hands; it's those few times when you confidently bet and hold after correctly identifying the direction. The sense of direction in $BTC is always more valuable than precise entry points. Frequent in-and-out trades only grind your profits down to fees. How many times have you changed your mind this week?
It's the weekend again, and when there's smoke in the Middle East, the familiar voices in the comments come back: war has broken out, quickly buy $BTC to hedge.
Wake up. Today, the Australian Treasurer made it clear: the Middle East war is an economic disaster, putting huge upward pressure on global inflation and interest rates. Do you understand this chain? — War pushes oil prices up, oil prices push inflation up, inflation forces interest rates to rise, and once interest rates rise, the first to get hit are high-risk assets like Bitcoin.
Over the past year, the real pricing of these conflicts hasn't been gold and BTC rising together, but the US Treasury yields climbing steadily. War in the current environment is not a safe-haven signal; it's a rate-hike signal.
So don't reflexively buy the dip every time you see geopolitical news. First, look up at the 10-year US Treasury yield; it’s more honest than any headline.
For those trading on leverage, don't get swayed by a single Federal Reserve news item.
The officials' statements over the past two days are not aligned at all: Dallas Fed's Logan calls for at least another 50 basis points hike, and not just once; today, Harker said the nonfarm payrolls align with recent hiring trends and there's "ample time" to decide policy, showing no rush. The same committee, but hawks and doves speak differently.
The most common mistake retail investors make is to latch onto the statement that suits their bias as gospel. Bears only remember Logan, bulls only remember Goolsbee, then use that to justify their positions.
My approach: who said what doesn't matter; next week's meeting minutes and real data are what count. Until then, don't bet on $BTC's direction based on a single official remark. These are all noise; the real signals come when the boots hit the ground.
Today, these two AI news items only make sense when seen together.
On one side, the White House has set up a "Super Intelligence Task Force" led by the Director of National Intelligence, tasked with delivering an AI risk assessment report within 120 days — in other words: the government is seriously starting to figure out how to rein in AI. On the other side, Treasury Secretary Janet Yellen is downplaying concerns about an "AI bubble" in public, saying that Microsoft, Google, and Meta are all investing real money.
One is busy assessing risks, the other busy calming the market. Every time the authorities say "no problem" while secretly adding surveillance, my radar actually gets louder.
This isn’t directly related to the crypto world, but AI is the string that tenses the whole risk asset sentiment. When the regulatory report finally lands, don’t say I didn’t warn you. For now? Just watch; those rushing in are mostly people who haven’t seen how fast the wind can change.
People often ask: You’re a "short god," so why do you still hold a piece of altcoin as a long in spot? And it’s specifically a high beta like $ASTER.
The logic is actually very simple. I hold a short position on the perpetual leg, betting on a pullback; I keep a high beta piece in spot, betting that when the market really rallies, it will bounce more aggressively than BTC. Placing bets on both sides means that whichever side pays off, I won’t be left empty-handed staring blankly — this is about spreading out directional uncertainty, not sitting on the fence.
The same principle applies at the poker table: you never play with just one card in hand; the key is that each bet size matches your confidence. If you’re confident, bet big; if you’re less sure, hedge or reduce your position size.
With low volume over the weekend, I’m not rushing to bet on a single direction. $BTC and $ETH are both sideways; I’ll wait for volume to pick up. In this kind of market, are you going all in or sitting on the sidelines watching the show?
A piece of news easily overlooked: the Iranian rial has hit a historic low again, and the central bank urgently spent up to 2 billion USD to support the market. This currency has depreciated by more than half in the past year. What locals do is very simple—exchange for USD, hard currency, or gold. This is actually the most primitive narrative of crypto: when your national currency loses half its value in a year, no matter how volatile Bitcoin is, in their eyes it is another form of "hard asset." But don't rush to take it as a bullish reason: this is a slow variable, a structural story over five to ten years, not a trigger for this low-volume weekend. Recognizing whether something is a long-term support or a short-term catalyst is two different things—if you pick the wrong time frame, even the right logic will lose money. $BTC