
punk2898 🙌💎
punk2898 🙌💎
定居新加坡,高频量化
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The first live stream is at 8 PM, with just two things: sending red envelopes 🧧 & sending red envelopes 🧧
By the way, let's chat:
- How can ordinary people without funds or skills make their first bucket of gold?
- What is the best way to manage finances for most people?
- What are the mechanisms that are life bugs (life arbitrage)?
- What are the fastest and most probable ways to achieve financial freedom in the crypto world?
And more
If you're interested, follow my personal page ⬆️
If you have any questions, feel free to send them, and we can chat together tonight.
Good questions will receive a separate red envelope 🧧
See you at 8 PM ⏰
$BTC $ETH $SOL $XAUT

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I created a web version for OKX Planet 🆕
If I were to create a PC version of OKX Planet, it would prioritize solving the pain points of creators, focusing on enhancing the work efficiency and experience of heavy creators.
1. Goals 🎯
Provide a stable, fully functional web interface that makes it easy for creators to create and manage content on their computers.
2. Technical Implementation 💻
Utilize existing APIs to quickly build the web version.
Using AI tools can assist in rapid development.
3. Advantages 👍
Address the inconvenience and inefficiency of mobile operations, allowing creators to better unleash their "combat power."
4. Optimizing Creator Experience
Content Creation: Provide a more comfortable editing interface, supporting richer formatting tools and material management features, which may include:
- More convenient image and video uploading and management.
- Support for advanced formatting like code blocks and tables.
- Features like draft saving and version management.
- Community Management: Make it easier for creators to manage community members, publish announcements, and interact, such as:
1️⃣ Batch management of members.
2️⃣ A clearer notification and message center.
3️⃣ A data analysis panel to help creators understand community activity levels.
- Efficiency Improvement: Reduce the hassle of switching between mobile and computer, allowing all operations to be completed on the PC.
5. Future Outlook (Prototype Design) 📈
I plan to conduct subjective prototype designs for various functions of the planet, which may include:
- More powerful data analysis tools to help creators understand content performance and community dynamics.
- Integration with external tools (like design software and data analysis tools).
- More flexible monetization tools or incentive mechanisms.
Overall, the PC version of OKX Planet I envision will be a creator-centered platform that emphasizes efficiency and experience.
The reason I have such a deep experience using OKX Planet is that I like the tone of OKX products, but the recent iteration speed has indeed been a bit too slow.

The Iranian president has revealed the US-Iran peace agreement, and I translated the Chinese version. It’s quite a shock (Iran’s version of the Marshall Plan).
- From now on, both sides immediately and permanently cease military actions (including Israel).
- 60 days of peace: There is still a 60-day negotiation period, during which commercial ships can pass “for free” (which means fees will be charged afterward).
- US cost: Lift all sanctions on Iran and unfreeze Iranian funds.
- Iranian cost: No nuclear weapons.
- Oil prices will still fall: The US allows all Iranian oil sales (Iran must sell quickly, or it will miss the opportunity).
Here comes the most important part 🧐
Iran’s version of the Marshall Plan:
The US and its allies (the Middle Eastern wealthy states) will invest $300 billion in Iran, but the US controls how the investment is made, lifting "all" financial restrictions (on the surface, it looks like the US is losing out, but essentially Iran is the one losing badly).
This is Iran’s version of humiliating surrender, giving up financial sovereignty, and Iran’s financial sector will become even more chaotic in the future.



Previously, many asked if there would be a next "Inscription" or "meme," and actually, it has already appeared, which is the US stock market.
This has been talked about for a long time, but how many people have really touched the US stock market?
You can't expect something exactly the same as "Inscription" or "meme" to appear. It's absolutely impossible.
Before "Inscription" appeared, no one could imagine this form. That's why everyone couldn't catch it—it won't appear in any form you already know. If everyone understood the existing forms and rushed in, no one would make money.
So the US stock market is a very easy market for the crypto circle, but you need to have the right mindset.
First, you have to execute. Most people just know, then wait, rely, and expect, which is useless. You must act and execute.
Second, you must treat the US stock market like altcoins to play with, not as value investing.

punk2898 🙌💎
For the crypto world, this is a “bull market,” because if you analyze the US stock market using the crypto methodology, it’s completely applicable.
- SpaceX is low circulation, high FDV; shorting it long-term guarantees 100% profit, so why hesitate?
- Crude oil CLU can be bought on Binance and OKX; shorting it is also a long-term sure profit, so why not sell?
- Other various hot topics—no matter how fake they are, can they be more illusory than inscriptions? No matter how big the bubble is, is it bigger than the meme bubble?
Crypto people have always swept through, running faster than anyone else.
The only thing to be careful about is to definitely, definitely demystify; the US stock market is also a stupid capital game, don’t listen to those dumb analysts talking about profits and holding long-term—they’re all nonsense.
You must absolutely treat US stocks like altcoins, absolutely!
This is the most active period in the US market in recent years. Everyone must study it, don’t be overambitious but under-skilled, start acting immediately

For the crypto world, this is a “bull market,” because if you analyze the US stock market using the crypto methodology, it’s completely applicable.
- SpaceX is low circulation, high FDV; shorting it long-term guarantees 100% profit, so why hesitate?
- Crude oil CLU can be bought on Binance and OKX; shorting it is also a long-term sure profit, so why not sell?
- Other various hot topics—no matter how fake they are, can they be more illusory than inscriptions? No matter how big the bubble is, is it bigger than the meme bubble?
Crypto people have always swept through, running faster than anyone else.
The only thing to be careful about is to definitely, definitely demystify; the US stock market is also a stupid capital game, don’t listen to those dumb analysts talking about profits and holding long-term—they’re all nonsense.
You must absolutely treat US stocks like altcoins, absolutely!
This is the most active period in the US market in recent years. Everyone must study it, don’t be overambitious but under-skilled, start acting immediately

Wash wants to prove he is not Powell; a new era has arrived
The new Federal Reserve decision is as follows:
- Interest rates unchanged 🟦
- Dot plot suggests rate hikes before the end of this year 📉
- Policy statement removed the "indication of possible rate cuts" 📉
- US stocks, gold, and $BTC sharply declined
The issue is that Wash's style is different from Powell's; the policy statement is very brief, and we cannot get any guidance from it
This time Wash did not submit a loyalty pledge to Trump
Wash is doing this to prepare for inflation

Official announcement! SpaceX is acquiring Cursor for $60 billion! (With an annual recurring revenue of $6 billion, the financial reports will look even better) But there are a few points to watch out for
- Goldman Sachs dumped shares today, so did they release good news to pump the stock? (Because after acquiring Cursor, the ecosystem becomes closed-loop)
- The acquisition is done entirely with stock, so they are using tomorrow's money to do today's business. Logically, SpaceX hasn't paid much cost but now owns a core asset with excellent cash flow (annual revenue of $6 billion)
- The deal will close in Q3 2026, by which time the stock price will likely have dropped significantly (Cursor investors will hedge in advance)
- In the future, Grok will have the best code IDE (Cursor), and the market will be divided among GPT, Claude, and Grok? (The latest Gemini version is just so-so)

punk2898 🙌💎
所有上市公司老板都应该学学 Musk 的神操作,都算不清一石几鸟了,他的智囊团是真强大(深度分析)
实际成本几乎为0,获得了一个账面价值 600亿美元的 AI 基础设施
太长不看版本:
1️⃣ 用明天的钱干今天的事(虽然不想说贾跃亭这么干的最骚)
2️⃣ 给 IPO 估值注入 AI 叙事(AI的估值远高于航空航天)
3️⃣ 抢先冻结竞争对手(期权就是好啊)
4️⃣ 保护IPO时间表(上市窗口最重要)
5️⃣ 恶心 OpenAI(如果被 OpenAI 收购了得多难受)
详细分析🧵
根据申请书内容,我们知道到底怎么收购 Cursor 的:
“SpaceX有权(非义务)以隐含估值600亿收购Cursor。如果反悔,要付10亿终止费 + 85亿deferred服务费。Cursor估值被Musk单方面锚定在600亿了”
是不是有点眼晕,我给你拆解一下:
- 期权真好用:用明天的钱干今天的事
其实约定的是IPO后30天,用 SpaceX 的股票收购 cursor,那个时候市值如果控制在 2万亿美元他的成本会更低,最低有可能才 30亿美元(Cursor 拿到的就是股票,但是会不会卖就不知道了)
- 给 IPO 估值注入 AI 叙事
这是最关键的。通过在 IPO 前公布Cursor deal,SpaceX 把自己定位成 AI 公司而不是航天/电信公司——AI 公司在华尔街的估值倍数完全不同 。配合之前xAI合并,三步走完整AI故事
- 抢先冻结竞争对手
Cursor原本要做的是a16z、Thrive Capital、Nvidia排队参与的500亿估值的20亿融资轮 。SpaceX一纸期权协议直接把这轮融资冻结,断了别人和Cursor谈的所有路
- 保护IPO时间表
如果现在就完成600亿收购,要重写S-1、更新confidential filings,IPO铁定推迟。10亿终止费 + 85亿服务费的”分手费”被分析师定义为”保护IPO时间表的战略性保险费”
- 恶心 OpenAI
OpenAI是Cursor的早期投资者,Musk 诉讼审判就在Cursor deal宣布后不到一周开始 。Musk一边告Altman,一边把OpenAI早期portfolio里跑得最快的公司(Cursor 2026年2月ARR已达20亿,仅50人团队)一锅端走。叙事层面也是降维打击
这是一件事完成几个目的了?服真的服

SpaceX has finally started giving money to the crypto world! Today it reached the third highest trading volume on Binance, and the PVP competition will get even fiercer 🤣 High FDV and a continuously rising opening price need no further explanation 😁
1️⃣ First: ETH, 11.3 billion USD, surprisingly a bit higher than BTC
2️⃣ Second: BTC, 11.9 billion USD, about the same as ETH
3️⃣ Third: SPCX, 2.3 billion USD, Elon Musk 🐮
This trading volume will continue to rise for the following reasons:
- MSCI World / ACWI have been buying recently, but not for much longer
- SPCX options are now tradable, which will greatly increase volatility
- After the Q2 2026 financial report (around August), the first batch of 20% insider shares will unlock; thereafter, approximately 7% will be released at 70/90/105/120/135 days post-listing
It's basically set that the first year will have a very smooth downward trend
The current bulls will turn into the biggest bears on the unlock dates in August, October, and December

The strangest peace agreement in history 🧐
- Oil prices opened with a sharp 4% drop
- Gold, silver, US stock futures, and US Treasury bonds all rose
- BTC rose by 2.73%
Several strange points:
- Logically, you buy the expectation and sell the fact, but this time before the announcement, no one believed the "wolf was coming," so prices didn’t rise much; after the announcement, they actually went up
- A few days ago, the US was uncertain, but Iran was very certain it would complete the agreement—this certainty was overwhelming
- Just before the agreement, Israel caused trouble, but both the US and Iran chose to ignore it 😂
It’s finally over, can BTC still hold on?



