Signals are mixed. 感觉就像回到了周五收盘的原点。原油、VIX和国债，没有很强烈的空头信号。 但是下跌指示中比较强烈的信号是动能板块表现疲软，例如存储、芯片制造和加密货币等都表现疲弱。

RT @commonsenseplay: Tom Lee right before the GFC - who believes any of this guys predictions on $BTC & $ETH. He is just bullish on everyth…

BTC 突然崩溃？ https://t.co/EjULHE5yuv

SBF如果没有爆仓他就发财了。很可惜很多时候就是如此，他那个时候的持仓已经输了，这不是如不如果的问题。

这是一个比较大概率的筑底区域。可能第一脚在6480。然后拉上去。然后再踩一脚更深的进去。老伎俩！ https://t.co/PGjkRhreBh

加密货币有龙气 $CRCL $COIN $HOOD 从中东外逃的资本可能涌入了加密货币市场

POLL CLOSED - 722 votes in! Here’s where my followers are putting their net new monthly contributions: Equities - 31.2% Gold/Silver/Metals - 26.5% Bonds - 23.7% Oil/Commodities - 18.7% Main takeaway: - Equities squeaked out the win, but nearly 70% went to gold, bonds & commodities combined. This shows a clear defensive and diversified mindset even in a running bull market - lots of hedging going on! Important context: My followers are generally more well-informed & experienced retail investors, so this cautious mix probably doesn’t represent the broader public (who I suspect are still close to 100% equities right now). Comments also noted: Cash, Treasuries, Bitcoin & “mattress money” dominated the replies.

别被polymarket迷惑，实际放maker就知道没几个真交易的了。扯polymarket赚钱策略的，感觉大都是托 赌BTC 5分钟，可能还有散户。大部分盘口挂maker可能一分钟最多能接几十U。挂单好多是吃奖励，但要taker吃这些单也需要跨好几个%，实际流动性很差 对这个上面金融产品价格既无利可图，又没啥参考性

RT @labubu_trader: @usakes_zhang @TJ_Research Rich people in Gulf countries including Iran are using crypto(btc/stable coin) to transfer as…

我觉得技术点位不是很靠谱，因为看图说话不算筹码 我给大家个带筹码的：截止上周末CTA long 28b 这周，大约6894以下短期CTA flip；6763以下中期flip；6364以下长期flip 如果中短期flip卖出21b 6500以下dealer desk卖了大量put，会neg gamma 所以视频说有穿刺风险。没人预知涨跌，只能看胜率赔率

现在 $CRCL 是比较稳健的。因为油价上涨，会导致比特币成本预期上升，美联储延缓降息又会提高其收入。

Michael Saylor @Saylor, arguably one of the most exposed to this technology if it ever actually arrives through $MSTR, has a great take on the hypothetical “quantum computer threat” to Bitcoin, that he says is 30–40 years away! $BTC $BTQ $IONQ $LAES $RGTI $QUBT $QBTS “If a quantum computer that Google had actually threatened cryptography today, Google’s own engineers would already be shipping upgrades to their encryption stack, and they would be huddled with Microsoft’s engineers right now, because $GOOG and $MSFT would be the two biggest losers. And if they weren’t doing it, Zuckerberg would be doing it at $META.” They’re not - because the tech is nowhere near ready. No one who actually builds this stuff is panicking today. Quantum is not NOW, despite what these hype-driven CEOs like to imply. Video credit courtesy of Impact Theory.

目前市场比较强势的就是加密货币和软件了。 更加看好软件板块的回复。

$IGV 和 加密货币果然是一路的。

Tether还投资初创公司。

I'm Mostly Against Borrowing Money to Invest in 2026 – Here's My Honest Take A lot of Millennials and Gen Z are still borrowing from the bank to buy stocks, ETFs, crypto or real estate - the trend never really went away in fact it's only growing. As of early 2026, approximately 24% to 43% of retail investors use some form of leverage, such as margin or options, to fund their investments. This trend is heavily driven by younger generations; for instance, a 2021 study indicated that 80% of Gen Z and 60% of Millennial investors have reported taking on debt to invest, compared to only 9% of Baby Boomers - Secured loan rates right now are around 5.25% if you put up your investments as collateral. - Inflation is just 2.3%. Stocks had a strong 2025 - so yeah, the math can look tempting on paper. I called my bank and ran a quick example: - Borrow $10k at 5.25% over 3 years. - After the tax deduction on the interest, real cost is about $500. - Put it in simple broad ETFs expecting a conservative 8% long-term return and you'd walk away with roughly $2,000 profit after paying everything back. Sounds okay, right? But the truth is I'm still mostly against using leverage to invest. It only makes sense in very limited situations, and even then only in tiny amounts. My personal rule? Never borrow more than 10% of your net worth for this. So if you have a $100k net worth that means max $10k - and honestly I'd probably do way less. You need: - A super secure job and big emergency fund - Almost zero other debt - The stomach to watch big drops without selling - A plan to hold 10+ years in boring index funds If you're new to investing, have shaky income, or panic when the market falls 20%? Stay far away - it can wreck you. I'm thinking about a very small amount myself, but nothing aggressive - there is lots of opportunites out there right now, both in bonds and equities. Slow and steady still wins for most people. Would you or are you currently borrowing money to invest right now? Tell me honestly in the comments.

加密货币逆天翻盘，it is a good sign😳

😄 不管这个事情是什么，我比特币先跌了再说

Breaking: Bitcoin just dropped off a cliff. Israel launches “preemptive” strike on Iran. Monday will be a bloodbath in the market- flight to safety will accelerate. https://t.co/3ui5rFOEde

我不得不承认软件和加密货币金融业其实是进入了一个系统性的熊市。

MAGA多买点你们川普总统最爱的比特币，说不定脑子可以清醒一点😄

加密货币是现在最差的资产，和骗钱差不多了。

MUST WATCH FOR EVERYONE IN THE STOCK MARKET! Retail investors will always be misled by hedge-fund billionaires. $IONQ, $RGTI, $OKLO, $JOBY, $IREN , $LAES , $BTC , $BTQ , $JOBY , $OPEN , $META , $NVDA , $GOOG This is why you should never rely on CNBC hedge-fund billionaires when they give highly public interviews to an audience of millions. At the very height of the stock market bubble for hype industries like Quantum / Nuclear / AI etc , Paul Tudor Jones went on Squawk Box claiming it “feels like 1999” and that the rally would continue through year-end. His Key Insights: - "The biggest winners are Gold and Bitcoin"... "there is a Morgan Stanley basket, that is a Retail flow basket that has all the meme stocks in it, it's up 67% or 68%" - "I'd want to have positions in all of that, FOR SURE" - referring to the meme-stock basket containing bubble names like $IONQ, $RGTI, $OKLO, $JOBY, $IREN, etc. - "What will be the winners, we have this race which is certainly to the end of the year" - "I'd want to have combination of Gold, Crypto, the Nasdaq, and whatever the fastest horse at this point in time probably has a good chance of having that on December 31" Summary: 1. He was telling retail investors to keep holding and buying the meme-stock craze, gold, and crypto. 2. Since that interview three weeks ago: - $BTC has dropped 50% - Popular retail-style meme stocks have dropped 50 to 70%+ (e.g., $IONQ, $RGTI, $BTW, $OKLO) 3. He effectively pumped these names to provide exit liquidity for institutions and Wall Street - the same pattern every time. 4. Never rely on interviews from hedge-fund CEOs or billionaires proclaiming broad market predictions like this. 5. They have their own motives. They are not looking out for your portfolio. 6. Do your own due diligence - see through the hype narrative being sold to you.

crypto靠的是流量与接纳，流量。他是病毒，传播才是生存之道 厉害的病毒隔离不了，政府管制、熊市都只会让BTC越战越勇 但真正威胁病毒的是：传播力下降和免疫。政府接纳后，被权贵玩坏才能把他毁了 硅谷无政府极客，变成了中国底层民工；持币的人“老”了～吵吵闹闹没有“高级感”，传播力自然就下降了

Gemini is SOTA now.

Tom Lee right before the GFC - who believes any of this guys predictions on $BTC & $ETH. He is just bullish on everything all of the time. @CNBC need to replace him. https://t.co/pi8vnAGhnd

Why do I not trust literally any of the Bitcoin bulls shouting "it will go to a million". Is it just me? $BTC - Robert Kiyosaki - Mike Alfred - Cathie Wood - Eric Trump - Tom Lee - Michael Saylor https://t.co/dN6ag1LqhM

Blocked by Tom Lee after repeatedly pointing out his wrong calls on $BTC and $ETH. This is the same guy who’s overseen $8 billion in losses for his investors - yet he still gets endless airtime on @CNBC like nothing happened. Instead of owning his predictions, he hits the block button - says a lot.

RT @labubu_trader: @lidaazhang To be accurate, I’m not “shorting” BTC but use it as the liquidity hedge This week there will be lots of US…

I don’t believe a word he says. $ETH $BTC If you look at Tom Lee’s track record over the last year, HE HAS BEEN WRONG EVERY SINGLE TIME! Now he’s saying: “We just have to undercut it once more and that’s the bottom.” “We’re really close to the end.” “Latest is April.” He is desperately trying to pump his own company and ETH holdings - he's barely treading water. Don't believe a word he says.

我不建议大家玩crypto是因为他又要大跌了。看到x上太多错误信息，不得不出来提醒一下。此帖设成不可回复，不要来问我crypto的事情。

无论哪个粉子 再在我posts下面问crypto，一概block掉

Michael Saylor @saylor on CNBC (Feb 10, 2026): “If Bitcoin falls 90% for the next four years, we'll refinance the debt. We'll just roll it forward.” When pressed on BTC dropping to ~$8,000: “You're at $68,000 right now. It literally has to fall to $8,000, and then we’ll just refinance the debt.” This is delusional! Strategy holds ~714K BTC - Current Cost basis $54B, avg $76K/BTC. - If it dropped to $8K/BTC, holdings would collapse to $5.7B value. Debt: $8.2B in convertibles plus $8B preferred equity (high dividends). Cash buffer covers 2.5 years of payments NOW - in a crash, it evaporates with no new raises! LTV explodes past 140% (debt > asset value). Software biz revenue (~$500M/year) can't service anything meaningful. No bank/lender refinances a company whose primary asset has cratered 88%+, with worthless conversion options, junk credit outlook, and never sell policy making BTC illiquid collateral. Yields would spike to 15-20%+ (if anyone bites), or issuance fails entirely. Saylor's a moron!

Even if spy chose the bullish path till May-June or even till July, crypto will remain bearish until everyone gives up. Price target: btc 10-20k

那你是真不了解Hype貔貅对赌所 人家是纯粹的中心化，事后上链，上链慢500毫秒+ 交易过去反看，好就成交，对冲币安；走反就不让成交 做事商是他们自己和交了保护费的兄弟们。再拿做事商基金再去干炒自己币，把展示收益做好。骗韭菜、骗投资人 你看看毫秒级单能赚到他们钱么？ 结果～玩爆仓、抓进去

人类认知分裂是很常见的 比如有些人一边做空软件，一边觉得的AI是骗局 还有些人一边崇尚“区块链”社区去监管； 一边不但数落cz不按证券监管要求，还要求BN为市场结果负责？ 我朋友跟上海宛平南路600号的盛建华主任医师熟悉，要不要我帮您联系下？

The biggest paradox in finance: Lose billions like Saylor, Tom, Cathie, Cramer, or Burry, and you don't become irrelevant—you become a celebrity. They attract more AUM and constant CNBC features. Every time a catalyst hits, the media begs for their take (to help us lose money just like they do!!)

I feel for Mike Alfreds mother and father right now - they took his advice and went all in on Bitcoin last year, not $IREN but Bitcoin. $BTC is down ~50% since!

$BTC 已经跌破60K!

跌了敢买，买了敢拿～～ 为什么CapEX被惩罚那么厉害，所有Hyperscaler如Orcl还要继续？ 因为他们知道AI不是取代saas，而是取代30%的7亿脑力劳动者 而今天这几千亿，就好像玩大富翁时候“买地”，找银行借、把卡片卖了也要上。不会有人蠢到拿到NV卡配额不要的 ps 刚刚66,306再买了BTC

市场上唯一跌得比软件还厉害的，只有比特币了吧。 https://t.co/riSjHnWsjo

我科普下10-11做市商发生了什么 一揽子分仓做N个小币，策略相似度太高，一旦关联度归一下跌。立即无量踩踏

为什么有人要明牌在链上做交易？ 不理解～～去BN OKX有人旁观着要吃你肉吗？

看着btc和silver跌太愉悦了

BTC 完全击穿74k的解放日最低点以后，下一个支撑位落在了50K。最重要的是大盘还在新高，才刚刚开始跌，BTC就已经破位了。 https://t.co/1IX0ico5V3

怎么币圈都谈AI不说BTC了？ Goog业绩再好也是冲高回落，他耗尽了几乎所有catalyst 1. 你能用落后于B系列的TPU在集群堆个惊艳的模型？（TPU迭代还慢） 2. 还是你能证明垂直场景？ 3. 还是业绩增长能追上去年涨幅？ 4. 都知道OAI融资随时完成，short OAI long Goog系交易届时不平盘？

74500这个底你没抄，表明你确实没有 $BTC 的信仰。信仰就是比特币的一切。

$BTC 跌回了解放日😄 当时后悔没上车的人可以上车了。

Genuine question - could we get a single day -50% crash in Bitcoin back to support at the ~$35k range ?

是的， $MSTR 根本没有倒闭风险或者短期liquidate的可能。因为它并不是一个拿别人的钱做投资的机构，他没有挤兑风险。他现在其实是一个烟头公司，他持有的资产价值高于公司本身。 但是这并不代表 $MSTR 就不会下跌，毕竟他也不会卖掉比特币分给投资人（他卖掉可能比特币会直接崩塌）

Jan 18提示过的啊，没有必要碰币！

lol 屏蔽币圈

Short when both daily and weekly are confirmed from the technical setup. BTC is highly liquidity-sensitive, and Mr. Warsh seems to prefer “QT” instead. Crypto bulls have a strong fear brewing over the weekend. If $74K can’t hold, then $50K–$60K is the next stop?

粉子们 我是不是告诉你们不要做crypto来着？这货完蛋了。我立个旗杆🚩 btc 10k-20k。mstz将是2026最靓的那个崽！

BREAKING: $BTC Bitcoin just collapsed under $80k https://t.co/hxcsz3sVr8

不能杠杆有罪论 这样的话，把银行都关门、至少都管起来？ 那是不是应该把SLR往CEX头上套一下？ 只能说USDe循环贷制造了杠杆 但另一方面，所有参与者：做市商、CEX、你们交易的prep、margin、option都在制造流动性，提供杠杆。去杠杆会爆在哪里，是谁都不知道的

虽然加密货币已经不配上桌吃饭，但是还是要提醒，加密货币只会在低息预期下上涨（虽然不知道为什么前几个月一直跌），不要有股市黄金跌，加密货币会涨的错觉的。

发现华尔街观点跟币圈似乎不太一样了吗 MSTR今天在美国可是一枝独秀，走势一直比BTC强很多 https://t.co/YWtr1ov5a5

$BTC now is something irrelevant

Rotating out the Bitcorns

10-11 怪BN的两类人 1. 你这种人云亦云的 2. 为自己蠢推卸责任的（木头姐，做事商） 极端行情任何东西脱钩变化都很正常 几个做事商自己不懂风控，拿一揽子小币开杠杆做事。等关联度100%，急忙斩仓；同时都停止挂单，砸成0不正常？ 怪币安的请把毫秒逐笔行情贴出来，告诉我问题在哪里？

币安API的，链接、价格、下单确实没有出过问题 但OKX极端行情里基本不可能下的了单！ 假设funding达到-2%/hour，OKX会停止期货下单。理解～～韭菜少呗 （bybit除了因为超过open interest 10%。也非常流畅） 敢问okx下面这种1U的成交单是怎么来的？最小下单不是5U吗？应该不是自己画的？ https://t.co/gop8NLHKyF

Gold is the new BTC

加密货币不属于交易圈的内容，大家不要谈论无关信息，谢谢☺️

好了～～金银结束了 没啥逻辑，币圈的人是不会赚到钱的. Period 他们看空BTC，开始买金银了，good luck

才年初就给$5700 $6000的目标，格局太小，我觉得是$10000

MY 25 FAVORITE INVESTING QUOTES FROM PETER LYNCH: $IONQ, $RGTI, $OKLO, $JOBY, $IREN , $LAES , $BTC , $BTQ , $JOBY , $OPEN , $META , $NVDA , $GOOG , $TLT, $GME , $PLTR , $SRPT , $PYPL , $PATH , $TSLA What's your top Peter Lynch quote that hits home for you? Drop it in the replies – number 5 is mine! - 1/25 "Go for a business that any idiot can run – because sooner or later, any idiot probably is going to run it." - 2/25 "The stock market is filled with individuals who know the price of everything, but the value of nothing." - 3/25 "In this business, if you're good, you're right six times out of ten. You're never going to be right nine times out of ten." - 4/25 "The key to making money in stocks is not to get scared out of them." - 5/25 "Behind every stock is a company. Find out what it’s doing." (This one's my absolute favorite – timeless wisdom on KNOWING WHAT YOU OWN!) - 6/25 "In the short run, the market is a voting machine, but in the long run, it is a weighing machine." - 7/25 "You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets." - 8/25 "Know what you own, and know why you own it." - 9/25 "Although it's easy to forget sometimes, a share is not a lottery ticket... it's part ownership of a business." - 10/25 "The best investment you can make is in yourself." - 11/25 "The person that turns over the most rocks wins the game." - 12/25 "The more you learn about the stock market, the better investor you will become." - 13/25 "There's always something to worry about. Avoid weekend thinking and ignore the latest dire predictions of the newscasters. Sell a stock because the company's fundamentals deteriorate, not because the sky is falling." - 14/25 "In the long run, a portfolio of well-chosen stocks and/or equity mutual funds will always outperform a portfolio of bonds or a money-market account." - 15/25 "The extravagance of any corporate office is directly proportional to management’s reluctance to reward the shareholders." - 16/25 "The stock market is a device for transferring money from the impatient to the patient." - 17/25 "If you don't study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards." - 18/25 "Time is on your side when you own shares of superior companies." - 19/25 "Stocks are not lottery tickets. There's a company attached to every share." - 20/25 "The worst thing you can do is invest in companies you know nothing about. Unfortunately, buying stocks on ignorance is still a popular American pastime." - 21/25 "People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game." - 22/25 "The great long-term winners are companies that take the same path as your grandfather: What they make goes up in value over the years." - 23/25 "If you can follow only one bit of data, follow the earnings – assuming the company in question has earnings. Eventually, earnings will set the stock price." - 24/25 "The four most dangerous words in investing are: 'This time it's different.'" - 25/25 "I've always said if you spend 13 minutes a year on economics, you've wasted 10 minutes."

Interested at 51000-52000 level

比特币比黄金贵吗？其实不是，如果世界以已开采的黄金总量对应目前全部比特币。 1比特币其实对应10kg黄金。 1比特币为8.9万美元 10千克黄金为160万美元 所以比特币从来没有比黄金贵。

以前组团骂我的都是说我看空BTC、看多美股，组团让韭菜买INTC 现在他们一般在骂我什么？说我诈骗了50亿？还是说我沾花惹草？ 我把他们block了，看都不到

When you're feeling something is on the edge, trim down some high-beta names and use a tiny position to buy hedges as insurance. It will pay off if shit happens. I'm holding a few crypto names with big losses today, but it's ok. https://t.co/RMjnsfHrF9

So much fun to see crypto being slaughtered. lol. https://t.co/MBNjIpCJmR

虚弱BTC，我觉得今年依然是一个和加密货币无关的年份。

有粉子问我比特币是否可以买。我想说的是，做spy，dia，amd远期期权可以有更好更高确定性的收入，我认为没有必要做crypto。

刚才跌之前没减仓的，明早建议把semi,大科技，科技动能股，数字货币miners都扔了。

“Would you rather have $100 or one Bitcoin?” “5 years ago I would’ve said Bitcoin…” Most expensive sentence in investing. https://t.co/JxJNdVfaIZ

做了币圈最悲观期间看多BTC的死多头，币圈小伙伴居然还在骂我 承认下自己很弱那么难吗？

加密货币，CPU，金银免疫大跌

Can someone please explain to me how higher PPI (i.e. higher than expected inflation) is “Mega Bullish” for Bitcoin?? And this account has over 300k followers …

Never mind stocks or bitcoin. The greatest $25 investment in history. Young LeBron getting a basketball hoop for Christmas. He is now worth $1.3 billion. https://t.co/uT9hXlRQUw