Alpha hunter · Crypto + AI 21入圈，完整穿越牛熊 Built $1M ARR in crypto Growth | Build in public ↓
Joined October 2021
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JJ retweeted
not only am i not worried about the crypto community's ability to handle the upcoming ai/quantum threat, i will venture to say that in the next 2 yrs the world will realize crypto is far better prepared for it than the rest of the internet and finance. we've had a trillion dollar *irreversible* honey pot for a decade, producing a far more battletested system and adversarial security culture than pretty much anywhere else on earth.
JJ retweeted
牛初多点耐心，珍惜筹码。同时牛初也是回调最多最磨人的时候，大家都还困在熊市思维里，btc稍微回调点，山寨的底部获利盘一定会砸。这轮的增量资金还没进来，去看历史上的cex交易量和稳定币的市值，基本都要等btc临近新高了才有增量的新钱进来，6-12个月后回头看，现在几个蓝筹山寨，币股，btc这个位置都很便宜。
选标的的逻辑：
1. 有基本面，有护城河，币价跟业务能挂上钩的龙头标
2. 基本面是跟随币圈流动性周期增长的（想想到了牛市有增量资金了，哪些业务会起飞？dex的交易量，质押借贷池，稳定币的总量...）
3. 全流通，没有机构解锁的，最好洗过至少一轮周期
4. 牛市选山寨其实很简单，去看过去这三个月，哪个跑的最好，大概率也是这一整轮周期最强的标的，有回调的时候猛梭
JJ retweeted
spoke to enough people at the top, you realize the game is actually pretty simple
once basic needs are met, everyone starts chasing the same things
good sleep, a stable relationship, regular workouts, time alone, books, deep focus, eating on time, and freedom from other people’s opinions
funnily enough, you don’t need to reach the top to start optimizing for any of them
JJ retweeted
Now available: ChatGPT for Financial Services.
This is a tailored ChatGPT Work experience that combines built-in financial data with GPT-6 Astra’s reasoning.
Teams can develop research, build financial models, and create customized client materials.
openai.com/index/introducing…
JJ retweeted
Anthropic’s Economics team is sharing a new model of how AI might affect economic growth, jobs, wages, and more by 2030.
Explore the scenarios, tell us what you think will happen, and see how your answers compare to more than 10,000 Americans. anthropic.com/institute/econ…
JJ retweeted
卧槽，熊市结束了！（完整版）
做晚白宫这场会，已经不是特朗普又喊一句利好 Crypto这么简单了。
特朗普昨晚把 SEC、CFTC、Coinbase、Robinhood、Kraken、Ripple、Chainlink、Nasdaq、NYSE 母公司 ICE 全叫到了起，阵容强大。
然后当着这群人的面讲了几件事：
美国讨论过继续增加比特币和其他数字资产；
国会下一步必须推动通过 CLARITY Act；
CFTC 正在研究让 Hyperliquid 合规进入美国；
美国必须在 Bitcoin、Crypto、预测市场和 AI 上保持无可争议的领先。
接下来 SEC、CFTC、纽交所、Nasdaq 和 Crypto 公司一起坐进白宫，研究怎么把稳定币、链上融资、永续合约、预测市场这些东西，正式塞进美国金融体系。
Coinbase CEO Brian Armstrong 在白宫直接说，下一场硬仗就是 CLARITY Act 的 60 票。为什么这票这么重要？
因为特朗普支持 Crypto 可以只持续一个任期，但只要市场结构法真正通过，规则就很难因为换一个总统又全部翻回去。
所以今晚真正的大新闻，不是“美国会不会突然买很多 BTC”。
昨晚过后， Crypto 正从特朗普支持的资产，变成美国准备长期经营的一套金融基础设施。
说白了，美国正在抢下一代金融系统的控制权。
JJ retweeted
You’ve been trading for years. Is your track record still scattered across multiple exchanges and chains?
You trade on Binance, OKX, Hyperliquid and Bybit. You hold assets on Ethereum and Solana. But your history is fragmented.
No one sees the full picture—not even you can easily prove your true trading weight.
Because your achievements are "invisible," opportunities that should rightfully be yours are slipping away.
JJ retweeted
写《如何一分钟抓住下一个Lighter级机会》的作者Roger ，是Lighter 中文社区负责人、隐奢Agency RJ Club @NEXRJ_ 的老板Roger
Lighter这波空投大毛，中文社区感谢最多的一个是 Snow ，因为她早期就一直在介绍该项目给KOL们参与
其次是土拨鼠Roger @HassnHh30961 ，他运营了Lighter中文社区，并邀请了许多大户参与Lighter 交易。
Roger 组织过许多Lighter的线上线下的鲸鱼活动，不少Lighter大户因他来撸/坚定信念
Roger 也是RJ Club @NEXRJ_ 的老板，这家快速成长的隐奢Agency 擅长：
1.海外项目亚洲本土化社区运营，如Lighter、Limitless 等知名项目的亚洲社区
2.海外项目的亚洲市场推广，合作了如 Openmind、Canton 等海外知名项目
3.数据增长，比如PerpDex 赛道，除了HyprLiquid一哥、Aster 二哥，其他主要项目如 Lighter、GRVT他也有合作
4.舆情公关，尤其是逆风翻盘的舆情公关，也是多家知名公司的公关伙伴
5.流动性营销
JJ retweeted
canton network processes $280b daily in treasury repo settlements through goldman and bnp paribas. $cc has zero vc token allocation, 100% circulating from launch. dtcc just got sec approval to pilot tokenized treasuries on their rails. trading at $2.64b fdv for the backbone of $6 trillion in tokenized assets because defi dashboards can't see institutional settlement volume.
JJ retweeted
New Badge Alert: @TheoriqAI Airdrop Qualified? 🩷
If you secured your spot for the @TheoriqAI Airdrop, it’s time to verify it. The Theoriq Airdrop Badge is now live on T-REX!
👇 How to claim:
1️⃣ Go to the T-REX Portal
2️⃣ Connect your qualified EVM wallet
3️⃣ Badge is auto-validated & ready to claim!
⚠️ User Note: First time connecting? The system takes ~24h to sync your history. If you don't see it instantly, check back tomorrow!
Claim here: trex.xyz/portal
JJ retweeted
I have serious doubts about @CantonNetwork because the economic model of future members having to pay tribute to current members to join has never worked and will just create competitors.
But the point about scale and how little is currently onchain so we are at zero is right.
This @Bankless clip is hilarious with @TrustlessState.
Very often retail and crypto natives have never heard of @CantonNetwork and when they discover there are trillions of $$ onchain already and the caliber of firms active on the network, their jaws drop, just like David’s here when he realizes $CC is already a top 50 token.
Crypto markets have been messing around for a long time. They’re about to find out.
I’m looking forward to hearing their interview with Canton in January where they’ll learn how open and public the network is and why both institutions and crypto startups are joining.
JJ retweeted
Funny thing about screen time: you need to put in an insane amount of hours to learn the game of trading. But once your systems are refined, continuing to spend the same number of hours often works against you. You start making mistakes, not because your process is wrong, but because you deviate from it. Noise from outside (other traders opinions on CT, constantly staring at the charts, etc) starts to override your own framework.
In the long run, a clear mind with sharp, decisive thinking outperforms endless screen time.
JJ retweeted
Canton Network $50M Strategic Round⚡️
📑 About:
@CantonNetwork — privacy-enabled public L1 blockchain connecting siloed financial systems for synchronized markets without sacrificing control.
🤝 Investors:
S&P Global, Nasdaq Ventures, iCapital, and BNY Global
