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阿尔法策略
1. 90后,买方机构投资经理,美国留学2年,多市场投资者,加密支持者; 2. 多年A股/港股/美股投资经历,2019-2022年美股收益率1000%。
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阿尔法策略
02-09 22:41
$特斯拉(TSLA)$
马斯克领导的DOGE部最近在华盛顿调查深层政府,特斯拉股票的政治风险很大。
阿尔法策略
02-08 17:20
$NEBIUS(NBIS)$
我们这个票有deepseek的题材,看这波行情能走到多少价格了。
阿尔法策略
02-01
$香港交易所(00388)$
打卡港交所。
阿尔法策略
01-28
$NEBIUS(NBIS)$
买入抄底。
阿尔法策略
01-28
$三倍做多富时中国ETF-Direxion(YINN)$
近期买入,做一波港股的春节行情。
阿尔法策略
01-23
$特朗普媒体科技集团(DJT)$
依我看,特朗普媒体的生态位已经被特朗普相关资产所取代,新的资产替代老的资产。特朗普在任期间,很难进行并购重组,因为要避总统的嫌。特朗普相关资产就不一样了,不是股票不受监管,能这么玩就怎么玩,而且特朗普集团明面上持有它80%的份额,比持有特朗普媒体的份额要多。
阿尔法策略
01-21
$特朗普媒体科技集团(DJT)$
上周五担心这三天会出现风险,就清仓了。
阿尔法策略
01-21
$特朗普媒体科技集团(DJT)$
总统币跌下来了。
阿尔法策略
01-18
$MARA Holdings(MARA)$
还是老美矿企会拍马屁。
阿尔法策略
01-18
$NEBIUS(NBIS)$
卖出所持仓的NBIS股票,成交均价36.34,两周做了个波段赚了20%,觉得可以了。先落袋为安,留点钱过年。
阿尔法策略
01-10
$特朗普媒体科技集团(DJT)$
$标普500(.SPX)$
对特朗普上台后的一些判断: 1. 对华政策及通胀应对 美国目前的通胀水平依然较高,降低通胀是当务之急。预计特朗普上台后,会寻求与中国缓和关系,对华加征关税的幅度将低于预期,相对较低。特朗普目前的主要任务是清理建制派势力,而非将矛头直指中国。此外,他有意推动加密行业的发展,而低通胀环境下的宽松货币政策将为该行业提供有力支持。 2. 政策空间及美股市场预期 拜登在任4年间,主要依靠财政刺激政策来拉动经济增长,已使用不少政策工具。因此,特朗普上台后的政策空间相对有限。不过,在其上台的第一年,新官上任三把火,会释放出一定的政策红利例如减税。美股市场在这一时期不会出现大幅下跌,但涨幅也不会很大,预计标普500指数上涨幅度在10%左右,符合华尔街大行的预期。 3. AI发展对美股指数的影响 目前,人工智能(AI)的发展已进入瓶颈阶段。如果AI的发展不及预期,美股指数可能会出现较大幅度的下跌,从而挤出科技股的泡沫。在这一过程中,首当其冲的是科技龙头股,如七大科技股等。这些股票的下跌将对整个科技板块产生较大的冲击,进而影响美股市场的整体表现。
阿尔法策略
01-03
$MicroStrategy(MSTR)$
$MARA Holdings(MARA)$
美国维持其全球霸权的策略相当直接:一方面不断印刷美元以促进国内发展,另一方面确保美元相对于其他货币保持相对稳定。在布雷顿森林体系崩溃之前,美元的价值是通过与黄金挂钩来维系的。体系瓦解之后,美国转而依赖石油美元体系和美国国债的高收益率来维持美元的强势地位。然而,随着美债规模的不断膨胀,其信用基础已经显得越来越脆弱。 此外,加密货币已被明确归类为一种商品,而商品的本质在于可交易性。任何商品要在市场上流通,就必须具备被市场认可的价值,即需求。因此,逻辑变得十分明晰:美国需要在美债之后找到一种新的资产,以继续印刷美元并推动发展,同时保持美元的价值稳定。加密货币,作为一种新兴资产,正是美国寻求的这一新的锚定。 所以我认为,从2025年特朗普上台后开始,加密行业将开启新的纪元,即走在成为美元锚定的路上。
阿尔法策略
2024-12-27
$MicroStrategy(MSTR)$
$Bitdeer Technologies Group(BTDR)$
$MARA Holdings(MARA)$
2024年12月27日,就股价的向上弹性,对当前大饼相关股票进行排序。 基本假设:2025年饼价的中性目标为20万美元。 第一梯队:矿机股票。矿机股票在加密牛市的后周期可是有着巨大的弹性,因为它们对于大饼价格的上涨,反应往往会相对滞后一些。一旦大饼价格开始上涨,那会刺激矿工们加大资本开支,去购买矿机进行扩产,如此一来,矿机厂商自然就会成为极大的受益者了。这次不太一样的情况就是比特大陆受到了一定限制,使得bitdeer(比特小鹿)和嘉楠科技大大受益。股票标的为btdr和can。 第二梯队:囤大饼的股票。这些股票能直接体现饼价,以microstrategy为首的股票,它在全球上市公司里面持饼数第一(当前为444262个),是当之无愧的绝对龙头,是稀缺标的。而且后续会不断增发融资买饼,持续增加持饼数。估值模型:NAV溢价率×持有的大饼市值。目前它的NAV溢价率为195%,牛市里面保持200%左右的溢价率是合理的。根据历史数据,饼价走主升浪的时候,市场会fomo会过度乐观,表现为NAV溢价率短期大幅上升,比如从200%暴涨到300%、350%等等,这时候往往就该卖出了。除了microstrategy,还有一些与加密行业完全不相关但宣布囤大饼的上市公司,也值得关注,可从财力
阿尔法策略
2024-12-20
$灿谷(CANG)$
老板减持137万股,卖公司给散户了。[围观]中概股的尿性。
阿尔法策略
2024-12-19
$MicroStrategy(MSTR)$
$纳斯达克(.IXIC)$
$Coinbase Global, Inc.(COIN)$
马斯克:你先让鲍威尔放利空,股市和币圈就砸下去了!等你一上台,正好暴涨,这节奏才对呀。 特朗普:好的,就这么办,砸他20个点! 鲍威尔:锅好重,但人保住了。
阿尔法策略
2024-12-19
$纳斯达克(.IXIC)$
$标普500(.SPX)$
美联储鹰派降息,是觉得最近风险市场涨得太快了,需要调控一下,控制一下节奏。
阿尔法策略
2024-12-17
$嘉楠科技(CAN)$
在3美元附近震荡消化套牢盘,向着4美元进发。
阿尔法策略
2024-12-12
$特朗普媒体科技集团(DJT)$
买入开仓。
阿尔法策略
2024-12-12
$特斯拉(TSLA)$
历史新高,最大的meme股(万亿级别),股价与基本面脱锚,令人赞叹!
阿尔法策略
2024-12-11
$MicroStrategy(MSTR)$
今日在392加仓。
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我们这个票有deepseek的题材,看这波行情能走到多少价格了。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 我们这个票有deepseek的题材,看这波行情能走到多少价格了。","text":"$NEBIUS(NBIS)$ 我们这个票有deepseek的题材,看这波行情能走到多少价格了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401402824163544","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398766162186664,"gmtCreate":1738377335059,"gmtModify":1738377345617,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$ </a> 打卡港交所。","listText":"<a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$ </a> 打卡港交所。","text":"$香港交易所(00388)$ 打卡港交所。","images":[{"img":"https://static.tigerbbs.com/259a3cbf079d0c87904b086a770aa64b","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398766162186664","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":397532855575168,"gmtCreate":1738076158689,"gmtModify":1738076162471,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 买入抄底。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 买入抄底。","text":"$NEBIUS(NBIS)$ 买入抄底。","images":[{"img":"https://static.tigerbbs.com/9514f3b2d9ae4a2694b6a77c09c98900","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397532855575168","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":397440019116480,"gmtCreate":1738053773392,"gmtModify":1738053777535,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a><v-v data-views=\"1\"></v-v> 近期买入,做一波港股的春节行情。","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a><v-v data-views=\"1\"></v-v> 近期买入,做一波港股的春节行情。","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 近期买入,做一波港股的春节行情。","images":[{"img":"https://static.tigerbbs.com/68a74257c85b974d7261b5a07a0cfe4f","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/397440019116480","isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195804750944690","authorId":"4195804750944690","name":"Nitedive","avatar":"https://static.tigerbbs.com/b521eff12cf56451459485f189e9a044","crmLevel":9,"crmLevelSwitch":1,"idStr":"4195804750944690","authorIdStr":"4195804750944690"},"content":"卖出比较合理","text":"卖出比较合理","html":"卖出比较合理"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":395591785435720,"gmtCreate":1737607691256,"gmtModify":1737608539130,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> 依我看,特朗普媒体的生态位已经被特朗普相关资产所取代,新的资产替代老的资产。特朗普在任期间,很难进行并购重组,因为要避总统的嫌。特朗普相关资产就不一样了,不是股票不受监管,能这么玩就怎么玩,而且特朗普集团明面上持有它80%的份额,比持有特朗普媒体的份额要多。","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> 依我看,特朗普媒体的生态位已经被特朗普相关资产所取代,新的资产替代老的资产。特朗普在任期间,很难进行并购重组,因为要避总统的嫌。特朗普相关资产就不一样了,不是股票不受监管,能这么玩就怎么玩,而且特朗普集团明面上持有它80%的份额,比持有特朗普媒体的份额要多。","text":"$特朗普媒体科技集团(DJT)$ 依我看,特朗普媒体的生态位已经被特朗普相关资产所取代,新的资产替代老的资产。特朗普在任期间,很难进行并购重组,因为要避总统的嫌。特朗普相关资产就不一样了,不是股票不受监管,能这么玩就怎么玩,而且特朗普集团明面上持有它80%的份额,比持有特朗普媒体的份额要多。","images":[{"img":"https://static.tigerbbs.com/fffc76c1f9ce8e62cba1e9ad4a30fb78","width":"1284","height":"2778"},{"img":"https://static.tigerbbs.com/f32b9cf8ef7c7173f02dfc53832b3fb9","width":"1284","height":"2778"},{"img":"https://static.tigerbbs.com/f98332496c9d976f27fa78f16998e0f7","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395591785435720","isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":395103483875936,"gmtCreate":1737470895932,"gmtModify":1737470901514,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a 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上周五担心这三天会出现风险,就清仓了。","images":[{"img":"https://static.tigerbbs.com/de6050472792bdfc65640d66366c4cc7","width":"3012","height":"2101"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/395103483875936","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4170509240800110","authorId":"4170509240800110","name":"Jo2024","avatar":"https://static.tigerbbs.com/e8717d60a42360a3abf8df191e18edc7","crmLevel":1,"crmLevelSwitch":0,"idStr":"4170509240800110","authorIdStr":"4170509240800110"},"content":"还会有一波涨吗?","text":"还会有一波涨吗?","html":"还会有一波涨吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":394852617318784,"gmtCreate":1737420652155,"gmtModify":1737420658707,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> 总统币跌下来了。","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> 总统币跌下来了。","text":"$特朗普媒体科技集团(DJT)$ 总统币跌下来了。","images":[{"img":"https://static.tigerbbs.com/3b302ad1ddcb5d0e42b029e912ef2e03","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/394852617318784","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"content":"这就是庆祝特朗普登基的礼花弹[开心][开心]","text":"这就是庆祝特朗普登基的礼花弹[开心][开心]","html":"这就是庆祝特朗普登基的礼花弹[开心][开心]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":393796949815688,"gmtCreate":1737167370189,"gmtModify":1737169178529,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$ </a><v-v data-views=\"1\"></v-v> 还是老美矿企会拍马屁。","listText":"<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$ </a><v-v data-views=\"1\"></v-v> 还是老美矿企会拍马屁。","text":"$MARA Holdings(MARA)$ 还是老美矿企会拍马屁。","images":[{"img":"https://static.tigerbbs.com/255ffc352ebf7d72497d3bc5a8cfc030","width":"1170","height":"613"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393796949815688","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":393733157523896,"gmtCreate":1737167305754,"gmtModify":1737167311778,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 卖出所持仓的NBIS股票,成交均价36.34,两周做了个波段赚了20%,觉得可以了。先落袋为安,留点钱过年。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 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href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> 对特朗普上台后的一些判断: 1. 对华政策及通胀应对 美国目前的通胀水平依然较高,降低通胀是当务之急。预计特朗普上台后,会寻求与中国缓和关系,对华加征关税的幅度将低于预期,相对较低。特朗普目前的主要任务是清理建制派势力,而非将矛头直指中国。此外,他有意推动加密行业的发展,而低通胀环境下的宽松货币政策将为该行业提供有力支持。 2. 政策空间及美股市场预期 拜登在任4年间,主要依靠财政刺激政策来拉动经济增长,已使用不少政策工具。因此,特朗普上台后的政策空间相对有限。不过,在其上台的第一年,新官上任三把火,会释放出一定的政策红利例如减税。美股市场在这一时期不会出现大幅下跌,但涨幅也不会很大,预计标普500指数上涨幅度在10%左右,符合华尔街大行的预期。 3. AI发展对美股指数的影响 目前,人工智能(AI)的发展已进入瓶颈阶段。如果AI的发展不及预期,美股指数可能会出现较大幅度的下跌,从而挤出科技股的泡沫。在这一过程中,首当其冲的是科技龙头股,如七大科技股等。这些股票的下跌将对整个科技板块产生较大的冲击,进而影响美股市场的整体表现。","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> 对特朗普上台后的一些判断: 1. 对华政策及通胀应对 美国目前的通胀水平依然较高,降低通胀是当务之急。预计特朗普上台后,会寻求与中国缓和关系,对华加征关税的幅度将低于预期,相对较低。特朗普目前的主要任务是清理建制派势力,而非将矛头直指中国。此外,他有意推动加密行业的发展,而低通胀环境下的宽松货币政策将为该行业提供有力支持。 2. 政策空间及美股市场预期 拜登在任4年间,主要依靠财政刺激政策来拉动经济增长,已使用不少政策工具。因此,特朗普上台后的政策空间相对有限。不过,在其上台的第一年,新官上任三把火,会释放出一定的政策红利例如减税。美股市场在这一时期不会出现大幅下跌,但涨幅也不会很大,预计标普500指数上涨幅度在10%左右,符合华尔街大行的预期。 3. AI发展对美股指数的影响 目前,人工智能(AI)的发展已进入瓶颈阶段。如果AI的发展不及预期,美股指数可能会出现较大幅度的下跌,从而挤出科技股的泡沫。在这一过程中,首当其冲的是科技龙头股,如七大科技股等。这些股票的下跌将对整个科技板块产生较大的冲击,进而影响美股市场的整体表现。","text":"$特朗普媒体科技集团(DJT)$ $标普500(.SPX)$ 对特朗普上台后的一些判断: 1. 对华政策及通胀应对 美国目前的通胀水平依然较高,降低通胀是当务之急。预计特朗普上台后,会寻求与中国缓和关系,对华加征关税的幅度将低于预期,相对较低。特朗普目前的主要任务是清理建制派势力,而非将矛头直指中国。此外,他有意推动加密行业的发展,而低通胀环境下的宽松货币政策将为该行业提供有力支持。 2. 政策空间及美股市场预期 拜登在任4年间,主要依靠财政刺激政策来拉动经济增长,已使用不少政策工具。因此,特朗普上台后的政策空间相对有限。不过,在其上台的第一年,新官上任三把火,会释放出一定的政策红利例如减税。美股市场在这一时期不会出现大幅下跌,但涨幅也不会很大,预计标普500指数上涨幅度在10%左右,符合华尔街大行的预期。 3. AI发展对美股指数的影响 目前,人工智能(AI)的发展已进入瓶颈阶段。如果AI的发展不及预期,美股指数可能会出现较大幅度的下跌,从而挤出科技股的泡沫。在这一过程中,首当其冲的是科技龙头股,如七大科技股等。这些股票的下跌将对整个科技板块产生较大的冲击,进而影响美股市场的整体表现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391117647339648","isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388588065009768,"gmtCreate":1735895842136,"gmtModify":1735895855043,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$ </a><a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$ </a> 美国维持其全球霸权的策略相当直接:一方面不断印刷美元以促进国内发展,另一方面确保美元相对于其他货币保持相对稳定。在布雷顿森林体系崩溃之前,美元的价值是通过与黄金挂钩来维系的。体系瓦解之后,美国转而依赖石油美元体系和美国国债的高收益率来维持美元的强势地位。然而,随着美债规模的不断膨胀,其信用基础已经显得越来越脆弱。 此外,加密货币已被明确归类为一种商品,而商品的本质在于可交易性。任何商品要在市场上流通,就必须具备被市场认可的价值,即需求。因此,逻辑变得十分明晰:美国需要在美债之后找到一种新的资产,以继续印刷美元并推动发展,同时保持美元的价值稳定。加密货币,作为一种新兴资产,正是美国寻求的这一新的锚定。 所以我认为,从2025年特朗普上台后开始,加密行业将开启新的纪元,即走在成为美元锚定的路上。","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$ </a><a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$ </a> 美国维持其全球霸权的策略相当直接:一方面不断印刷美元以促进国内发展,另一方面确保美元相对于其他货币保持相对稳定。在布雷顿森林体系崩溃之前,美元的价值是通过与黄金挂钩来维系的。体系瓦解之后,美国转而依赖石油美元体系和美国国债的高收益率来维持美元的强势地位。然而,随着美债规模的不断膨胀,其信用基础已经显得越来越脆弱。 此外,加密货币已被明确归类为一种商品,而商品的本质在于可交易性。任何商品要在市场上流通,就必须具备被市场认可的价值,即需求。因此,逻辑变得十分明晰:美国需要在美债之后找到一种新的资产,以继续印刷美元并推动发展,同时保持美元的价值稳定。加密货币,作为一种新兴资产,正是美国寻求的这一新的锚定。 所以我认为,从2025年特朗普上台后开始,加密行业将开启新的纪元,即走在成为美元锚定的路上。","text":"$MicroStrategy(MSTR)$ $MARA Holdings(MARA)$ 美国维持其全球霸权的策略相当直接:一方面不断印刷美元以促进国内发展,另一方面确保美元相对于其他货币保持相对稳定。在布雷顿森林体系崩溃之前,美元的价值是通过与黄金挂钩来维系的。体系瓦解之后,美国转而依赖石油美元体系和美国国债的高收益率来维持美元的强势地位。然而,随着美债规模的不断膨胀,其信用基础已经显得越来越脆弱。 此外,加密货币已被明确归类为一种商品,而商品的本质在于可交易性。任何商品要在市场上流通,就必须具备被市场认可的价值,即需求。因此,逻辑变得十分明晰:美国需要在美债之后找到一种新的资产,以继续印刷美元并推动发展,同时保持美元的价值稳定。加密货币,作为一种新兴资产,正是美国寻求的这一新的锚定。 所以我认为,从2025年特朗普上台后开始,加密行业将开启新的纪元,即走在成为美元锚定的路上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388588065009768","isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386013342511416,"gmtCreate":1735286414264,"gmtModify":1735286418504,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$ </a> <a href=\"https://laohu8.com/S/BTDR\">$Bitdeer Technologies Group(BTDR)$ </a> <a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$ </a> 2024年12月27日,就股价的向上弹性,对当前大饼相关股票进行排序。 基本假设:2025年饼价的中性目标为20万美元。 第一梯队:矿机股票。矿机股票在加密牛市的后周期可是有着巨大的弹性,因为它们对于大饼价格的上涨,反应往往会相对滞后一些。一旦大饼价格开始上涨,那会刺激矿工们加大资本开支,去购买矿机进行扩产,如此一来,矿机厂商自然就会成为极大的受益者了。这次不太一样的情况就是比特大陆受到了一定限制,使得bitdeer(比特小鹿)和嘉楠科技大大受益。股票标的为btdr和can。 第二梯队:囤大饼的股票。这些股票能直接体现饼价,以microstrategy为首的股票,它在全球上市公司里面持饼数第一(当前为444262个),是当之无愧的绝对龙头,是稀缺标的。而且后续会不断增发融资买饼,持续增加持饼数。估值模型:NAV溢价率×持有的大饼市值。目前它的NAV溢价率为195%,牛市里面保持200%左右的溢价率是合理的。根据历史数据,饼价走主升浪的时候,市场会fomo会过度乐观,表现为NAV溢价率短期大幅上升,比如从200%暴涨到300%、350%等等,这时候往往就该卖出了。除了microstrategy,还有一些与加密行业完全不相关但宣布囤大饼的上市公司,也值得关注,可从财力","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$ </a> <a href=\"https://laohu8.com/S/BTDR\">$Bitdeer Technologies Group(BTDR)$ </a> <a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$ </a> 2024年12月27日,就股价的向上弹性,对当前大饼相关股票进行排序。 基本假设:2025年饼价的中性目标为20万美元。 第一梯队:矿机股票。矿机股票在加密牛市的后周期可是有着巨大的弹性,因为它们对于大饼价格的上涨,反应往往会相对滞后一些。一旦大饼价格开始上涨,那会刺激矿工们加大资本开支,去购买矿机进行扩产,如此一来,矿机厂商自然就会成为极大的受益者了。这次不太一样的情况就是比特大陆受到了一定限制,使得bitdeer(比特小鹿)和嘉楠科技大大受益。股票标的为btdr和can。 第二梯队:囤大饼的股票。这些股票能直接体现饼价,以microstrategy为首的股票,它在全球上市公司里面持饼数第一(当前为444262个),是当之无愧的绝对龙头,是稀缺标的。而且后续会不断增发融资买饼,持续增加持饼数。估值模型:NAV溢价率×持有的大饼市值。目前它的NAV溢价率为195%,牛市里面保持200%左右的溢价率是合理的。根据历史数据,饼价走主升浪的时候,市场会fomo会过度乐观,表现为NAV溢价率短期大幅上升,比如从200%暴涨到300%、350%等等,这时候往往就该卖出了。除了microstrategy,还有一些与加密行业完全不相关但宣布囤大饼的上市公司,也值得关注,可从财力","text":"$MicroStrategy(MSTR)$ $Bitdeer Technologies Group(BTDR)$ $MARA Holdings(MARA)$ 2024年12月27日,就股价的向上弹性,对当前大饼相关股票进行排序。 基本假设:2025年饼价的中性目标为20万美元。 第一梯队:矿机股票。矿机股票在加密牛市的后周期可是有着巨大的弹性,因为它们对于大饼价格的上涨,反应往往会相对滞后一些。一旦大饼价格开始上涨,那会刺激矿工们加大资本开支,去购买矿机进行扩产,如此一来,矿机厂商自然就会成为极大的受益者了。这次不太一样的情况就是比特大陆受到了一定限制,使得bitdeer(比特小鹿)和嘉楠科技大大受益。股票标的为btdr和can。 第二梯队:囤大饼的股票。这些股票能直接体现饼价,以microstrategy为首的股票,它在全球上市公司里面持饼数第一(当前为444262个),是当之无愧的绝对龙头,是稀缺标的。而且后续会不断增发融资买饼,持续增加持饼数。估值模型:NAV溢价率×持有的大饼市值。目前它的NAV溢价率为195%,牛市里面保持200%左右的溢价率是合理的。根据历史数据,饼价走主升浪的时候,市场会fomo会过度乐观,表现为NAV溢价率短期大幅上升,比如从200%暴涨到300%、350%等等,这时候往往就该卖出了。除了microstrategy,还有一些与加密行业完全不相关但宣布囤大饼的上市公司,也值得关注,可从财力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386013342511416","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383564101984712,"gmtCreate":1734684864001,"gmtModify":1734684869181,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CANG\">$灿谷(CANG)$</a> 老板减持137万股,卖公司给散户了。[围观]中概股的尿性。","listText":"<a href=\"https://laohu8.com/S/CANG\">$灿谷(CANG)$</a> 老板减持137万股,卖公司给散户了。[围观]中概股的尿性。","text":"$灿谷(CANG)$ 老板减持137万股,卖公司给散户了。[围观]中概股的尿性。","images":[{"img":"https://static.tigerbbs.com/8f088ba829d1d48268cd7aa2a1140712","width":"1080","height":"4099"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383564101984712","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":383280225333432,"gmtCreate":1734583343369,"gmtModify":1734583529610,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 马斯克:你先让鲍威尔放利空,股市和币圈就砸下去了!等你一上台,正好暴涨,这节奏才对呀。 特朗普:好的,就这么办,砸他20个点! 鲍威尔:锅好重,但人保住了。","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 马斯克:你先让鲍威尔放利空,股市和币圈就砸下去了!等你一上台,正好暴涨,这节奏才对呀。 特朗普:好的,就这么办,砸他20个点! 鲍威尔:锅好重,但人保住了。","text":"$MicroStrategy(MSTR)$ $纳斯达克(.IXIC)$ $Coinbase Global, Inc.(COIN)$ 马斯克:你先让鲍威尔放利空,股市和币圈就砸下去了!等你一上台,正好暴涨,这节奏才对呀。 特朗普:好的,就这么办,砸他20个点! 鲍威尔:锅好重,但人保住了。","images":[{"img":"https://static.tigerbbs.com/dfd5477ba7cc303d093059020faaf730","width":"1242","height":"817"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/383280225333432","isVote":1,"tweetType":1,"viewCount":8140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556223833274629","authorIdStr":"3556223833274629"},"content":"鲍威尔可能被特朗普解雇","text":"鲍威尔可能被特朗普解雇","html":"鲍威尔可能被特朗普解雇"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":383090387980640,"gmtCreate":1734570150540,"gmtModify":1734573131399,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a 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美联储鹰派降息,是觉得最近风险市场涨得太快了,需要调控一下,控制一下节奏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383090387980640","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382424632258600,"gmtCreate":1734396488548,"gmtModify":1734396490607,"author":{"id":"3448578349593457","authorId":"3448578349593457","name":"阿尔法策略","avatar":"https://static.tigerbbs.com/37f03e8bdfbfbaf206f836264a0c11bd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448578349593457","authorIdStr":"3448578349593457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$ </a><v-v data-views=\"1\"></v-v> 在3美元附近震荡消化套牢盘,向着4美元进发。","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$ </a><v-v data-views=\"1\"></v-v> 在3美元附近震荡消化套牢盘,向着4美元进发。","text":"$嘉楠科技(CAN)$ 在3美元附近震荡消化套牢盘,向着4美元进发。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/382424632258600","isVote":1,"tweetType":1,"viewCount":1771,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520241959973627","authorId":"3520241959973627","name":"鬼画符","avatar":"https://static.tigerbbs.com/824680c430a1244d19b045f46f825a6f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3520241959973627","authorIdStr":"3520241959973627"},"content":"同时拿着btdr和can 感觉can拉的好乏力,can最终看多少你觉得呢","text":"同时拿着btdr和can 感觉can拉的好乏力,can最终看多少你觉得呢","html":"同时拿着btdr和can 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