半只猴子
半只猴子
交易员，meme玩家。
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7u challenge to one hundred million!
Day 35
Principal 7u, target one hundred million
Currently: 3850u
Living cost: 1950u
Available funds: 1900u+
Haven't opened many positions these two days, today I don't even want to open my phone or computer. Long-term chain scanning and looking at various consultations have made my eyes uncomfortable. Eye drops and eye exercises don't work well, the only thing I can do is to minimize screen time.
Last night I felt $ENA and $ONDO were pretty good, only bought a little spot. Besides these two, the spot is basically BNB; still holding long contracts on $BTC, continuing to hold; watching PONS for fundamentals, protocol revenue, and whether the new coin issuance can pick up; then fully loaded on meme coins.
Current operation strategy remains unchanged: content creation, contracts, and meme coins.
The strategy still uses a barbell approach, doing mainstream top assets on one side and pure meme on the other.
+178.76%
Snapshot at 25 Sept 2026, 17:54
What is the most profitable business in the crypto circle?
Today's top five by expenses:
1. $PUMP Expense 5.1 million, Revenue 1.87 million, Retention rate 37%
2. Polymarket Expense 4.33 million, Revenue 760,000, Retention rate 18%
3. $HYPE Expense 2.47 million, Revenue 2.03 million, Retention rate 82%
4. $UNI Expense 2.26 million, Revenue 170,000, Retention rate 8%
5. Papertrade Expense 2.19 million, Revenue 2.19 million, Retention rate 100%
Only two changes today: UNI moved from fifth to fourth. Papertrade dropped from fourth to fifth.
Papertrade has been in the top five for two consecutive days. Today, its official announcement stated there is still no plan to open token transfers, and its perpetual contracts on HYPE are also suspended.
This list has only one pattern: when a name enters from outside the list and remains the next day.
Bitcoin $BTC What's next?
1. Today's data
Long position liquidation intensity below: 840 million → about 1.2 billion.
Short position liquidation intensity above: 810 million → about 1.8 billion.
2. Liquidation pain points
The biggest pain point for shorts moved from 82,418 to 83,276, 2.18% away from the current price.
The biggest pain point for longs remains at 80,753, 0.92% away from the current price.
3. Important news, implemented last night
MicroStrategy bought 267 coins last week, currently holding 848,517.
Strive bought 1,223 coins last week. Total holdings 36,818 coins.
Publicly listed companies worldwide currently hold a total of 1,286,722 bitcoins.
#机构资金转弱，BTC与ETH谁先迎来回流？
So what is the best leverage in modern society?
Bitcoin $BTC, AI, and content
In my strategy, writing content is very important.
A long time ago, an ancient master said, "Give me a lever, and I can move the Earth." The core of this sentence is the two words "leverage," which can amplify your personal ability.
AI can amplify the power of your brain;
Content can amplify your influence;
Bitcoin can amplify your asset return capability.
半只猴子
7u challenge to one hundred million!
Day 59
Principal 7u, target one hundred million
Currently: 3720u
Living cost: 3470u
Available funds: 250u+
Haven't updated the challenge content in the past few days, today I checked the 7u challenge, it's already been almost two months.
In these two months, earned 3700u, contributed 900 from content creation, a few hundred from contracts, the rest are all meme.
The biggest regret is, invested 35u in a meme, it peaked over 7000u, didn't sell, ended up making a few hundred dollars; also invested over 20u in another, peaked at 1200u, didn't sell, added position when it dropped and lost 500 dollars.
So the current situation is very specific, various expenses have used 3400 dollars, now the available principal is not much.
The overall idea is still to continue creating content to earn precious principal. Only with principal can I play contracts and invest in shitcoins.
Currently holding long Bitcoin positions, continue to hold $BTC
$PUMP long positions are at a loss.
The strategy is still to use a barbell approach, on one side investing in mainstream top assets, on the other side purely meme.
+74.89 USDT
+134.95%Snapshot at 19 Oct 2026, 17:58
Everyone knows Pizza Guy.
On May 22, 2010, he bought two pizzas with 10,000 $BTC. At today's price, that's $825 million.
But no one remembers another thing he did that same year: he was the world's first miner to successfully mine with a GPU, whereas before that, everyone was mining with CPUs.
And he mined so fast that it caught Satoshi Nakamoto's attention. Satoshi personally emailed him, asking him to slow down. The reason was: GPUs would concentrate new coins in the hands of a few.
South Korea's pension fund lost $137 billion in 100 days.
SK Hynix $SKHY 55.8 billion
Samsung Electronics 42.8 billion
Together, the two amount to 98.6 billion, accounting for 72% of the total loss.
Distributing this $137 billion evenly among South Korea's 51.7 million people—about $2,650 per person, approximately 19,000 RMB, including newborn babies.
How many Bitcoins $BTC do all publicly listed companies in the world hold in total?
Just checked the data: a total of 1,286,722 Bitcoins are held. The top 100 hold 1,284,004, and all publicly listed companies outside the top 100 combined hold only 2,718.
Among these top 100 companies: MicroStrategy alone holds 848,517 Bitcoins. This accounts for 66% of the top 100.
And 66% of all publicly listed companies.
#机构资金转弱，BTC与ETH谁先迎来回流？
A coin hoarding company even more aggressive than MicroStrategy announced another Bitcoin purchase today
Strive disclosed today: from last Wednesday to Friday, it spent 100 million USD to buy 1,223 $BTC at an average price of 81,734 USD. Total holdings are 36,818 coins, valued at about 3 billion USD.
Last week, MicroStrategy bought 250 coins, Strive bought 2,822 coins, which is 11 times that of MicroStrategy.
This week, MicroStrategy bought 267 coins, Strive bought 1,223 coins, which is 4.6 times that of MicroStrategy.
This morning, Strive's founder publicly stated: permanently shorting the USD and going long on Bitcoin! It can be inferred that more Bitcoin purchases will follow.
Currently, Strive's estimated Bitcoin holdings rank 4th among all publicly listed companies. It is only 6,700 coins away from entering the top three on the list.
Bitcoin's largest bullish leader MicroStrategy has issued another announcement, continuing to add 267 $BTC
MicroStrategy founder Saylor announced again: this time spending $21.75 million to buy 267 $BTC, while also repurchasing $STRC preferred shares worth $193 million.
Looking back at MicroStrategy's entire operation, from 4,603 coins in August, to 250 coins last week, and 267 coins this week. Five consecutive decreases, still buying Bitcoin but at a slower pace.
In the same announcement, the real action is elsewhere. Repurchasing preferred shares worth $193 million, which is 8.9 times the amount spent on buying coins.
Most importantly: he raised the repurchase plan scale from $2 billion to $3 billion.
So MicroStrategy's current logic is very clear: slow down the pace of buying Bitcoin, allocate more funds to repurchasing its own preferred shares, and improve its capital structure.
