21 Jun 2026, 07:18 UTC≈8,240 views35 reactionsread 18 August 2026 💰一、综合
错过20倍,我找到了AI投资的笨办法
https://mp.weixin.qq.com/s/exJXyOySRjoSf42jHyEu4A
英伟达份额大降,AI革命新阶段机会在哪?
https://mp.weixin.qq.com/s/YiMfIcf9L2RepjuG-b2B8A
HBM全景研报:GPU不是重点,存储才是未来
https://mp.weixin.qq.com/s/ch6D62c-4OsOllHfzf4jMA
光互联深度:当算力撞上物理边界,人类又一次问光
https://mp.weixin.qq.com/s/l69kHwMRs3h2P7YSsv7OnQ
木头姐在 Circle 上的神级操作
https://mp.weixin.qq.com/s/bHISUeNRPTAxEeHoLA0ibA
💎二、项目
A16Z:太阳作证,SpaceX值7.5万亿
https://mp.weixin.qq.com…
👍23❤7🔥2👏1😢1😱1
Signed BTC dayu
28 Apr 2026, 10:34 UTC≈13,200 views26 reactionsread 18 August 2026 💰一、综合
英伟达份额大降,AI革命新阶段机会在哪?
https://mp.weixin.qq.com/s/YiMfIcf9L2RepjuG-b2B8A
对话曦智科技沈亦晨
https://mp.weixin.qq.com/s/uGErP1DahLSHIFFD-qr_og
调低 BTC 下一轮牛市的预期
https://mp.weixin.qq.com/s/8G7nmrveV0w28ndThPHNaw
比特币再现分叉叙事!新链eCash计划8月启动
https://www.panewslab.com/zh/articles/019dd2b6-4ca1-77da-aa4d-4df01a21a276
💎二、项目
曦智科技研报:今天开盘怎么看?
https://mp.weixin.qq.com/s/TPILjvGR65qDJvX9LyWXDg
凭一块比英伟达大57倍的芯片,这家公司要去纳斯达克敲钟了!
https://mp.…
❤21😢3🤔2
Signed BTC dayu
24 Apr 2026, 07:28 UTC≈10,500 views10 reactionsread 18 August 2026 💰一、综合
错过20倍,我找到了AI投资的笨办法
https://mp.weixin.qq.com/s/exJXyOySRjoSf42jHyEu4A
ARM研报:AI 时代的 Visa?
https://mp.weixin.qq.com/s/prwoqZckHDP6taa-VOey-w
光通讯和传统铜连接
https://x.com/nft_hu/status/2044066597070090668?s=20
Jeff Yan的《Hyper人生》
https://www.odaily.news/zh-CN/post/5210243
💎二、项目
英特尔INTC研报:美国的国运股?
https://mp.weixin.qq.com/s/5T_AGkb8D8mU-psyL2dxYA
SPACEX官方吉祥物ASTEROID是什么来头?
https://mp.weixin.qq.com/s/6v3hxQDRzWFwUOa55Vl…
❤10
Signed BTC dayu
14 Apr 2026, 03:33 UTC≈9,440 views12 reactionsread 18 August 2026 💰一、综合
CRWV:借别人的钱,建自己的帝国
https://mp.weixin.qq.com/s/MxPDGZ0HzVDiPfqytfTb_w
三十年暗号,AI 支付标准之战
https://www.techflowpost.com/zh-CN/article/31106
为何伊朗更青睐稳定币做霍尔木兹海峡的通行货币?
https://www.techflowpost.com/zh-CN/article/31097
加密VC将死?市场淘汰周期已经开启
https://www.theblockbeats.info/news/61919
让你产能100x的Hermes Agent工具
https://www.theblockbeats.info/news/61907
💎二、项目
CRWV:借别人的钱,建自己的帝国
https://mp.weixin.qq.com/s/MxPDGZ0HzVDiPfqytfTb_w
NB…
❤11🔥1
Signed BTC dayu
13 Apr 2026, 00:28 UTC≈6,560 views7 reactionsread 18 August 2026 💰一、综合
孙正义:FOMO 之王的疯狂与清醒
https://mp.weixin.qq.com/s/vBBawiEcbxt_hvCanVypKw
投资就是投人:Circle这帮人到底在下一盘什么棋?
https://mp.weixin.qq.com/s/PG8HlA8TsBnPXX6E7NCQeA
谈崩了!霍尔木兹海峡现在有两道收费站...
https://mp.weixin.qq.com/s/F3XAAjrGAqklv6L6Vm_lFQ
💎二、项目
Palantir最新财报,令人瞠目!
https://mp.weixin.qq.com/s/IIimu8eSgMMX4QwksyHkPw
TSEM 深度研报——硅光子隐形冠军的估值重构
https://mp.weixin.qq.com/s/1b-Qht8QR-Sopm-rnVs5iQ
GFS深度研报——三重赛道上的隐形冠军
https://mp.weixin.qq.co…
❤6👍1
Signed BTC dayu
12 Apr 2026, 04:46 UTC≈5,170 views6 reactionsread 18 August 2026 💰一、综合
深度:1.75万亿的SpaceX 值不值得参与?
https://mp.weixin.qq.com/s/leGr9AmyHMJCpuCigRqXTQ
字节跳动创造历史,最新估值6000亿美元
https://mp.weixin.qq.com/s/dk3IQH-pk1_mOjcnrW0Bzw
💎二、项目
大家都在疯狂砸capex,为什么只有微软跌得这么惨?
https://x.com/bonbonchatta/status/2042732778870182174?s=20
RKLB研报:蜕变中的太空卖水人
https://mp.weixin.qq.com/s/eizUBkBcrpjbLUhUQdg-8w
Planet Labs(PL):地球的彭博终端
https://mp.weixin.qq.com/s/uGp-EbDA83QRQVK0CnmLsw
VOYG 研报:军工现金流托举太空地产梦
https://m…
❤6
Signed BTC dayu
11 Apr 2026, 00:18 UTC≈4,510 views3 reactionsread 18 August 2026 💰一、综合
PayPal有4.3亿用户,为什么稳定币干不过USDC?
https://mp.weixin.qq.com/s/KM5VaAcTotsVJTgR13Fk6A
稳定币赛道的失败密码与赢家法则
https://mp.weixin.qq.com/s/Z8wnQi-qQLPA18CgIL72iQ
10倍股爆发扫描与计算系统
https://mp.weixin.qq.com/s/mH06hO3EVw8PJZ6noYxpeA
💎二、项目
黄瓜猫:不陪WLFI玩了
https://x.com/0xPickleCati/status/2042737493024608707?s=20
CPN是CRCL的AWS时刻
https://x.com/lufeieth/status/2042568806384701789?s=20
Circle发文:当开放系统面临考验
https://x.com/lufeieth/status/204…
❤3
Signed BTC dayu
10 Apr 2026, 00:50 UTC≈4,520 views4 reactionsread 18 August 2026 💰一、综合
口水战升级,OKX Star再与CZ打赌10亿美元
https://www.theblockbeats.info/flash/340466
霍尔木兹海峡的比特币收费站
https://www.techflowpost.com/zh-CN/article/31039
谁在下注世界会变——顶级投资人的错过
https://mp.weixin.qq.com/s/buYLIEv-aKohBqUD7PbFNw
一通12小时的电话,500万美元,866倍
https://mp.weixin.qq.com/s/3Ixmr70MiHVonFqg-gqruw
12 万亿美元养老金将如何被动涌入比特币?
https://www.techflowpost.com/zh-CN/article/31045
💎二、项目
市场分析:Circle 定价逻辑已过时,仍有 80% 上涨空间
https://www.techflowpost.c…
❤3👍1
Signed BTC dayu
9 Apr 2026, 01:59 UTC≈4,650 views6 reactionsread 18 August 2026 💰一、综合
CZ 自传《币安人生》摘录:无数精彩细节、大量早期照片
https://mp.weixin.qq.com/s/Xt-PqO2uWNab_HysLl8zew
徐新:从银行柜员到风投女王
https://mp.weixin.qq.com/s/ZuT4Nw2S6cSzYYt9uGFHrA
LITE一年20倍别人怎么抓住的?
https://mp.weixin.qq.com/s/GPHB_-llQ5TMHbA_t1ZDag
李录实战剖析——学如何“定性”
https://mp.weixin.qq.com/s/dpu8mDQRxeF5Df1yWQpjuA
熊市五个半月:一份加密市场体检表
https://bitpush.news/articles/7626740
阿段关于泡泡玛特的那些观点到底是什么意思?
https://mp.weixin.qq.com/s/NsWQlbHjokFfeD2h0HTP-w
💎二、项目…
❤6
Signed BTC dayu
6 Apr 2026, 01:36 UTC≈5,200 views5 reactionsread 18 August 2026 💰一、综合
35亿美元,9只股票——李录投资智慧全解
https://mp.weixin.qq.com/s/oWfFwcMKYiet6Hf3OEwACQ?scene=1
赚到大钱的人,身上都有一种"病"
https://mp.weixin.qq.com/s/vu8zMgGzv6TUdYrh_hz2TA
比特币矿企第 N 次出逃
https://www.chaincatcher.com/article/2256584
易到用车创始人周航:加密货币,终于等到了它该出场的时候
https://www.chaincatcher.com/article/2256821
量子计算逼近现实,34.6%的BTC面临风险
https://www.panewslab.com/zh/articles/019d4dcd-53db-75ea-8ea0-46e46ab596a4
💎二、项目
战争不止推高油价,还让 Circle 股价一飞冲天?
h…
❤5
Signed BTC dayu
4 Apr 2026, 04:32 UTC≈5,160 views5 reactionsread 18 August 2026 💰一、综合
段永平“改口”买泡泡玛特:他到底看懂了什么?
https://mp.weixin.qq.com/s/O_SplaVINFamQIctDIX_RA
590 亿美元的幻梦,女版巴菲特如何跌下神坛?
https://www.techflowpost.com/zh-CN/article/30960
峰值跌 97% 仍出货,WLD项目方场外套现 6500 万美元
https://www.techflowpost.com/zh-CN/article/30900
95 岁巴菲特:现在还不是抄底时刻,核武器迟早会被用
https://www.techflowpost.com/zh-CN/article/30940
科普一下稳定币收单的成功率和转化率
https://x.com/Christianeth/status/2039543278769742165
💎二、项目
智谱和MiniMax,谁是中国的Anthropic
ht…
❤5
Signed BTC dayu
2 Apr 2026, 05:16 UTC≈6,040 views11 reactionsread 18 August 2026 💰一、综合
95年 31岁 我的500w到归零之路
https://x.com/hybeautiful_/status/2037471367927681405
Hype创始人Jeff 观点集合
https://mp.weixin.qq.com/s/ayiBzWqX2qsNT3UZgWJc-A
张雪摩托,造神与毁神的隐忧
https://mp.weixin.qq.com/s/NlYU9fnoRLWsrbKkv71_Rg
💎二、项目
Hyperliquid(HYPE)深度研报 — 2026Q1
https://mp.weixin.qq.com/s/CZzvN6gIoM0BRn1Ane0oNw
HYPE 是否仍被低估?90 亿市值下的隐含增长预期与残酷现实
https://www.techflowpost.com/zh-CN/article/30949
稳定币禁生息,泰达搞合规,不是对CRCL的利空
https://mp.w…
❤11
Signed BTC dayu
Showing the 12 most recent of 20 posts we hold for @BTCdayu2. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.