RT Yuyue (@yuyue_chris)加息 / 美债利率持续上涨的话，对微策略 $MSTR 的 $STRC 影响非常大，毕竟 STRC 的年化只有 10%-11%然而微策略现在哪怕是卖 BTC 都要坚持维护 STRC 的旁氏模型，如果这样的情况持续，BTC 承压会非常大。近期 ETF 流出情况并不乐观，多头重新入场费率回正也给了向下找流动性的机会，总体来说还是非常弱的，或许还是要回归庄币行情了最近伪装各个股票财经类博主的人很多，我目前只有一个免费的公开 TG 频道正在维护，没有 WhatsApp ...

RT Yuyue (@yuyue_chris)因为聊到了 $RKLB 展开说下 Frank 老师这个观点，核心在于十年期国债收益率持续处于高位的时候市场会倾向于避险，届时影响的也不止是还没完全获得巨大盈利的梦想股票，而是整体的估值重构和流动性挤兑而这类盈利弱的公司之所以走出了非常良好的表现，就是因为容易吸引资金，在二级市场的情绪太好加上六月的 SpaceX IPO 的强烈预期催化（预计 6/12，预期兑现最快就是一个月）。太空概念本身是押注未来，是一种左侧交易，也即在趋势尚未明确确认时就提前布局，核心是赌未来商业航空 + 太空会不会有更大的应用场景之前财报的反响之所以这么大，公司明明没赚多少却被市场视为利好，就是因为这一营收被认为是左侧向上抬升的一种需求信号，一种未来会兑现（技术突破、航天订单落地等）的乐观预期。这就高度依赖市场情绪，我也比较把 RKLB 当成情绪指标在看从短线上如果下周按 Frank 老师说的宏观上有避险情绪，那么这种无盈利成长股受到冲击有巨大的回调还是很正常的，但成长叙事驱动的梦想股票虽然风险高，但也意味着潜在收益大，6 月前如果宏观环境好起来这类股票还是有机会冲高的。正好特朗普访华结束整 ...

🇰🇷 ALERT: Samsung and its largest labor union will hold last-minute talks on Monday to try to avoid a strike. https://t.co/r5iwZ7UgKb ...

The government is asking passengers to take a look in the mirror in the fight against unruly plane behavior. https://t.co/IWd1khZlGU ...

Meet Sonny. Inside the warehouse that made the sailcloth for the USS Constitution, this vaguely humanoid robot is part of an attempt at reinventing work. https://t.co/7N43qG027K (Photo: John Koetsier) https://t.co/rkrhDNSXhr ...

swapping my crypto in real life https://t.co/N38YFEkkPW ...

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RT Tesla Owners Silicon Valley (@teslaownersSV)We’re witnessing something that feels incredibly close to real-world magic.A fully reusable rocket the size of a skyscraper, designed to carry humanity beyond Earth and eventually to another planet.Just a few years ago, this sounded impossible. Now Starship is being tested in the open for the world to watch. ...

Israel’s economy slumped in the first quarter of the year when the fallout of the war with Iran imposed security-related shutdowns on businesses for more than a month https://t.co/pAlpiN6yUG ...

Grok Build is improving like lightningMorgan (@morganlinton):Update on my experience Grok Build.The team at @xai made an update, while I was sleeping, and I can already see the difference.Yesterday, I couldn't get Grok Build to run for more than a minute or two.I literally wake up this morning, see that the team made an update, and ...