In fact, it is still the two words "institution", follow the institution. If we take Bitcoin's past track record and the expansion of Ethereum's story, it is now only 1/3-1/2 of the way, and there is still room.

Only by admitting one's own insignificance can we improve our cognition In this cycle, the appeal and energy of the bosses of the Chinese-speaking circle have been greatly reduced, because the change in the rules of the game, and the deep participation of Wall Street, as well as the proximity of the market, and more importantly, the rules of the game, how many times have they played, the Internet, M7, semiconductors, now AI and digital currency, a set of gameplay, is an absolute Big4 investment banking elite game, logical. Compared with the original Chinese-speaking world, the influence has weakened because of policies, more important cognition and changes in the rules of the game. Look at the logical thinking of Tom Lee, Cham and other languages, there are not many in the Chinese circle. That knowledge, resources and influence are accumulated over decades. They believe more in free knowledge, rather than using power and influence to suppress your cognition. My Twitter is to tell the truth and understand the truth and trends.

The first time I met Anthony. When Bolton (European stock god), his signature ✍🏻. It is an honor to meet Anthony alone many times, communicate and share.

For the rest of the year, Ethereum, Ethereum treasury, Solana, Solana treasury, and Tesla (Robotaxi) have glowed and heated. Ambushed, is there a chance of 10X? The current price makes sense. Non-investment advice, DYOR.

For the rest of the year, everyone has turned their attention to ether.

Dynamix， The Ether Machine 有谁清楚？！

Trump's executive order is good for cryptocurrencies: 401(k) allocation of 1% or $90 billion in funds Analyst Dragonfly partners estimate that if only 1% of 401(k) pension account assets are allocated to cryptocurrencies, about $90 billion in new funds can be injected, equivalent to nearly 5% of the current total crypto market capitalization. If all of them are used for Bitcoin, there will be about 810,000 demand for them; If you invest all Ethereum, you will need 22.5 million coins. This executive order is a major positive for the crypto industry and is Trump's latest move to support crypto. Previously, the US Congress had passed a number of related bills. The head of global market insights at Hashdex Asset Management, an asset management company focusing on cryptocurrencies, said: Bitcoin has gone beyond the pure speculative stage and is gradually integrating into investors' long-term strategies. The executive order will accelerate this trend.

Build Bitcoin and Ethereum for a future for your family! Maybe everyone is waiting for the wave of interest rate cuts. The relaxation of 401K pension fund investment in the United States has been of great help to the spot Bitcoin and Ethereum ETFs in the long term.

McDonald's earnings and interest rate cuts Looking at McDonald's quarterly results, Q2/25 VS Q2/24 + 12.14%, it is also the only EPS growth recorded after Q3/24. What does this mean?! Is it one of the hallmarks of a recession?! As for inflation, unemployment, and economic performance, ask friends who live and work in the United States, all walks of life, and get answers, summarize them, and be objective, and don't underestimate the consumption impact of middle and low-class people. The economy seems to be booming now, driven by investment in AI (mainly) and energy, benefiting a small number of people, and the impact of tariffs has not yet been fully presented, because buying and hoarding in advance before is not as good as imagined. There is a high probability that interest rates will still have to be cut in September, in addition to concerns about the economic downturn, there is also the issuance of Treasury bonds that Trump should be able to use.

Is there a Friday effect in the stock market?! Similar to holiday mood?! The weekend is off, and I don't take risks when I close my position.