0xRay @0x_RayBTC
宏观分析｜数据驱动｜BTC & 美股 | 前资管打工人| Macro isn’t noise. It’s alpha | #Macro #Bitcoin #USstocks Joined February 2021-
Tweets859
-
Followers739
-
Following2K
-
Likes147
昨天囤币股集体跳水，主因纳斯达克交易所要求囤币公司增发股份购买加密货币，需要股东大会的批准，并增强披露义务。 我没找到纳斯达克官方的公告，但根据第三方媒体的内容来看，这一规定主要针对“新发行股份购买加密货币”的情况，而此前已公布的融资计划大概率不受影响。…
0
0
4
162
0
很久没发文了，更新下囤币股 $SBET 的mNAV 根据最新公告，截至 8 月 31 日， $SBET 公司 ETH Concentration 为 3.94，持有 ETH 837,230 枚。据此推算，稀释后的股份数为： 837,230 / 3.94 × 1000 = 2.12 亿股。 若按当时夜盘股价 17.2 美元计算，对应稀释后市值约 36.46 亿美元。 公司持有的 #ETH…
很久没发文了，更新下囤币股 $SBET 的mNAV 根据最新公告，截至 8 月 31 日， $SBET 公司 ETH Concentration 为 3.94，持有 ETH 837,230 枚。据此推算，稀释后的股份数为： 837,230 / 3.94 × 1000 = 2.12 亿股。 若按当时夜盘股价 17.2 美元计算，对应稀释后市值约 36.46 亿美元。 公司持有的 #ETH…
根据 $SBET 最新公告，截至 8 月 17 日，公司 #ETH Concentration 为 3.87，而到 8 月 25 日已降至 3.80，每股对应的 ETH 含量从此前的上升趋势转为下降，意味着公司在上周已开始通过 折价增发股票购入 ETH。 如果 ETH 价格无法快速上涨以推动溢价率回升，囤币股的“反向飞轮”可能开始转动：…
鲍威尔在杰克逊霍尔会议上的鸽派表态，扭转了此前市场对降息的悲观预期，美股与加密货币因此快速反弹。 我依然保持原有判断：在9月就业数据公布前，ETH大概率维持在4800美元以下震荡，而非快速上行。…
鲍威尔在杰克逊霍尔会议上的鸽派表态，扭转了此前市场对降息的悲观预期，美股与加密货币因此快速反弹。 我依然保持原有判断：在9月就业数据公布前，ETH大概率维持在4800美元以下震荡，而非快速上行。…
本周末ETH在 4400美金（7日EMA） 附近止跌并反弹至4500多美金。但个人并不认为新一轮上涨趋势已经开启，更可能是短期企稳后的震荡。 为什么这么说呢？…
为什么7月PPI爆表，但是美股跌幅并不大？ 主要原因是市场认为7月PPI上涨不会“显著”推高物价，当前的核心矛盾依然是就业市场压力，具体来说： 拆解 PPI 的组成部分，可分为中间需求和最终需求，最终需求包括最终商品、最终服务和最终建筑三大类，其中最终服务又包含了贸易服务（批发、零售等）。 7…
昨天， $ETH 继续上涨至4700美金，但囤币股龙头 $BMNR 收盘却出现下跌，股价与 ETH 走势开始背离。 个人认为，核心原因在于当 ETH 快速上涨后，市场预期其短期难以持续冲高，囤币股买盘动力减弱，溢价率扩张的“飞轮”开始放缓。 而近期 ETH…
在此前的专栏中，我曾将囤币股的溢价率分为两部分：初始溢价和溢价扩张。 初始溢价由市场对ETH未来涨幅的预期决定，预期越高，初始溢价越高； 溢价扩张则取决于公司的融资能力，融资能力越强，中长期来看溢价率越高，但当公司宣布大规模股权融资计划时，短期市场会担心股本快速稀释而压缩溢价率。…
在此前的专栏中，我曾将囤币股的溢价率分为两部分：初始溢价和溢价扩张。 初始溢价由市场对ETH未来涨幅的预期决定，预期越高，初始溢价越高； 溢价扩张则取决于公司的融资能力，融资能力越强，中长期来看溢价率越高，但当公司宣布大规模股权融资计划时，短期市场会担心股本快速稀释而压缩溢价率。…
$BMNR 当前的mNAV是多少？ 由于 7 月 28 日后，BMNR 公告仅披露 ETH 持仓，不再公布股份数据，给 mNAV 估算带来不便。这里用“毛估”方式，简单估算当前 mNAV，供参考。 1. 当前股本推算 根据公司公告可知： 7/28 稀释后股本：1.217 亿股，ETH 持仓：62.5 万枚 8/11 ETH 持仓：115.0263…
虽然ETH已重回3900美元附近，但多数囤币股的价格仍显著低于上次ETH在该价位时的水平，说明囤币股的溢价率并未同步恢复，比如 $SBET ， $bmrn ， $BTCS 等…
Carlee Baumbach @CarleeB76463
32 Followers 2K Following
Katelynn Leuschke @KLeuschke28856
86 Followers 2K Following
Uimardo @Uimardo673
0 Followers 286 Following
Adalynn Peterson @nwwzE5BYM275Ajl
1 Followers 230 Following Aim 30%+ a month | 2 vetted US picks weekly. Free real-time signals with entries, stops, take profits. @Westcsrant
Sloucoub @Sloucoub39280
79 Followers 2K Following
LindsayHart @C8uCm05YqwmPIcX
20 Followers 455 Following
MaureenRayleign @NM8gVN74xfXLl
14 Followers 443 Following
Vivi Tsang @ViviTsangW
12 Followers 155 Following
RosalindShelley @050HDOT4tQmrMD5
0 Followers 132 Following
Joerxor @Joerxor035
5 Followers 458 Following
GeraldineMiddleton @MeJrnBxMbbw82
17 Followers 429 Following
Kaceen @Kaceen4820814
103 Followers 2K Following
Kimberly @stonekimberly84
303 Followers 3K Following
Tawarne @Tawarne47662
1 Followers 365 Following
JenniferWallace @6coVvVjtN337t48
3 Followers 239 Following
CherylBobby @44V44xtrvGGA8
1 Followers 136 Following
Yxeqvo @Yxeqvo8356
1 Followers 340 Following
Faith Stone @7vi99JvI0hD1g
1 Followers 241 Following Over 30% monthly potential | 2 high-confidence US stock picks. Join free for real-time entries/exits and risk levels. @nahuel321rojas
LeilaAbe @73M5qiwp9Q2k359
0 Followers 177 Following
SusanAntoinette @XXBuhkhn9g1wMCl
1 Followers 334 Following
Keksfee @3V13mg4Gb2EXAso
9 Followers 369 Following
BuffettStyle🇺🇸 @Esoolarl560
26 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
medtanri @medtanri
1 Followers 96 Following
OhnePlan @9241i8Hm76vo0
9 Followers 375 Following
ETF_Arbitrage🇺🇸 @Eapeeherx25872
47 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
BackenMitLiebe @2irfSeu9rC4A6HG
13 Followers 366 Following
JoannaJohnny @28Tlr215iSa7CNe
33 Followers 445 Following
x会员 x刷赞 推�... @JMaung16
442 Followers 7K Following 刷粉自助 https://t.co/0xUNNHo4qp （复制浏览器打开）账号购买 https://t.co/KuUYX4TgR2 联系电报 https://t.co/FxFw7K2oDD qq 3666756957
azuraito @ray00047494
72 Followers 686 Following We sell high-quality jewelry in Japan. We would like to establish a good business relationship with you, so please contact us.
Howie C @howie_Chuang
6 Followers 90 Following
Sean Han @SeanHan684015
2 Followers 4 Following
TICK_Trader🇺🇸 @Oubauha81689
44 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Cyber Beast @QuickWinTESLA
13 Followers 250 Following First Tesla owner on Mars. $TSLA shareholder. Thanks Elon for sending my car to Mars. Solar charging is very slow, but it is fun to drive here. Welcome to Mars!
🚀 CryptoLift @script_100
10K Followers 3K Following 🚀 CryptoLift Empowering Web3 & crypto creators to expand their reach and engage wider audiences — securely and smartly. We help accounts grow through strategy-
duoxjun @duoxjun520
29 Followers 249 Following If you are looking for the queen, I'Il be sitting on my throne👑
Wori @Wori2016
40 Followers 1K Following
Awlaralwe @Awlaralwe0494
29 Followers 1K Following
SmallCapAlpha🇺🇸 @Iefoodui315608
27 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Hoi @JaceHoiX
11K Followers 2K Following 深度Defi 爱好者｜投资者｜研究者 不玩meme。 不做空。 不用杠杆。 不投一级。 不去小矿。 不参与不懂的项目。 不让别人理财。 找到自己的能力圈，做时间的朋友。
hanabi @xH5F0W2UxPzRBJl
0 Followers 101 Following
Hildegard @BernieceHe39536
43 Followers 2K Following
Bubbles🌊 @feng63191963
4K Followers 714 Following
晚眠（芝麻Gate80... @karen6527573620
62 Followers 858 Following 调整比例联系方式 telegram:@zmkmxiaoyue QQ：2769728966 WX: Gaku62 ⬇各大交易所高返佣链接地址
FlaZtr @ NYC ⚡ @flaztr
21K Followers 5K Following Venture Napitalist @ FlaZtr DAO ⚡ | seed @celestia @eigenlayer @berachain @avax @arbitrum + more @cokezero connoisseur @cryptopunksnfts #6738
Virginie Jenkins @JenkinsVir95699
34 Followers 2K Following
Vida @Vida_BWE
47K Followers 724 Following pretending to be semi-retired but secretly grinding prop trading firm founder
Chicken Genius @pakpakchicken
228K Followers 69 Following Nothing to sell you. ZERO. No private groups, IG, telegram, NOTHING. Don't be dumb sending "ME" $$$
Earnings Whispers @eWhispers
535K Followers 406 Following Providing key trading information around earnings releases.
Jwynn.eth @JamesWynnReal
410K Followers 100 Following Meme Coin Billionaire - 1st person to do a public $1.14BN LONG on $BTC, *ON CHAIN*. Called $PEPE at 600k mc (20,000x). My free TG 👉 https://t.co/O9unATt74Q
Perplexity @perplexity_ai
337K Followers 63 Following Curiosity changes everything. Download our free app on iOS, Mac, Windows, and Android: https://t.co/BBZ1kG0TVG
FlaZtr @ NYC ⚡ @flaztr
21K Followers 5K Following Venture Napitalist @ FlaZtr DAO ⚡ | seed @celestia @eigenlayer @berachain @avax @arbitrum + more @cokezero connoisseur @cryptopunksnfts #6738
GameSquare Holdings I... @GSQHoldings
8K Followers 89 Following Welcome to the $GAME. We’re not responsible for views expressed in content we repost on X. Please consult our SEC filings before investing.
Token Treasury Tracke... @tkn_tracker
708 Followers 3 Following Token treasury data, updated regularly. Follow for insights. Explore more at https://t.co/EYOdk2ARY3.
哈佛二姐, CFA, CP... @0xCyborg
3K Followers 313 Following 🎓@Harvard | 📈@JPMorgan @Fidelity | 📩@Blackrock | Equity Research - Portfolio Manager - Crypto OG | 哈佛学霸｜美股顶级买方卖方全经历 | ETF RWA 第一线 | ✨最新干货实时交流 DM进discord私享群 ✨
Joseph Chalom @joechalom
12K Followers 17 Following Co-CEO @SharpLinkGaming (Nasdaq: SBET). Former Head of Digital Assets Strategy @BlackRock. Focused on Ethereum, tokenization and the future of finance.
Vito @Vito_168
62K Followers 1K Following Founder of MetaEra & ND Labs 只代表个人观点不代表公司立场。All in AI & Crypto 币安： https://t.co/76plw9S44I 交易所&钱包，OKX就够。 https://t.co/48YudWui4Q
Ed_x區塊日記🇭�... @Ed_x0101
82K Followers 3K Following A top blast degen Axiom https://t.co/E5JbTEyssc BN 链上交易注册手续费减免：https://t.co/H73TtQbntN 已有交易账号可以输入邀请码：MMW5LP6Y 入群申请看下面网站表格
Ken Lynch @KennethLynchPhD
220 Followers 158 Following Husband, Father, Clinician, Educator, Director of Surgical Education, Brown Surgical Residency Program. Posts=mine
Mike Novogratz @novogratz
487K Followers 5K Following CEO, GLXY CN @galaxyhq. Early Investor: #Bitcoin, 🍄, Board: #TheBailProject, @REFORM. Disclaimer: https://t.co/1qbUrshoEP
方程式新闻 BWEne... @bwenews
90K Followers 6 Following Fast⚡️ and alpha-only 🚀 crypto news source that you don't wanna miss. 你不想错过的【快人一步信息差】，速度最快且专注于【实时市场Alpha】的精简信息流。
Tree News @TreeNewsFeed
194K Followers 26 Following Decentralized Community-Run News Aggregator. Feed: https://t.co/sYYTTGgUMQ Telegram: https://t.co/99FyXE9boq Powered by: @TreeNewsToken
db @tier10k
475K Followers 3K Following Actionable, Market-Moving, Crypto News | Posting select headlines from https://t.co/ozuoPRfVss and @dbnewswire
Jesse @Jesse_meta
10K Followers 841 Following COO of @BiteyeCN，@xhunt_ai；AI & DeFi Researcher; Charted Fintech Professional; @NTUsg Alumni；我的观点经常是错的
YettaS @YettaSing
8K Followers 747 Following - Investment Partner @primitivecrypto - Asia edge, Macro lens, Stablecoin nerd - PKU & Cal Alumni, PhD in Economics
Filing Tracker @FilingTracker
4K Followers 2 Following Stay ahead with Filing Tracker! Access the latest SEC filings, stock news, and critical updates for your investments. Free on iOS! Download now ↓
XinGPT🐶 @xingpt
35K Followers 6K Following TG分享实时交易，2000人关闭进群：https://t.co/23f8PSF2pT 专注情绪交易法和性格财富学 English CT: @xin_gpt
Chok楚克 @0x_Chok
3K Followers 983 Following PKUer. LPing everywhere. T Capital Founder. Insights are My Own. #中英粤
Gavin 🦄 🐒 🧙�... @GavinGPT
5K Followers 1K Following ☯️ Fools said I you do not know 🗿 mettere il diavolo in inferno ⚖️ Ive done my sentence but commit no crime
Silas的美股交易�... @feeney7777
2K Followers 470 Following 专注基本面研究，聚焦中小盘成长股。相信“投资是一门管理风险的学问”，以长期视角审慎布局，以稳定执行穿越周期。欢迎关注频道，共同进化，稳中求胜。 Discord频道：https://t.co/wzh2wACiHO
brutoshi 🧙 ₿ ⚛... @brutoshi_
4K Followers 7K Following Builder of @wizzwallet @card3_ai @ME_WALLET_, Podcast co-host @mempoolDAO, NFT degen (BAYC#83, #8541, #9653) and POW miner 9AAGXJQX
Tindorr 🌯 @0xTindorr
45K Followers 1K Following DeFi. AI. Data. Threads that uncover alpha & build conviction. 🧠 Raw takes → https://t.co/L1OMOoJ1j4
Kakashii @kakashiii111
19K Followers 1K Following Attorney | Due Diligence and Red Flags | Semiconductors and the Magnificent 7 | Geo-Politics and Technology focusing on China | [email protected]
Marko Bjegovic @MBjegovic
12K Followers 303 Following Founder/CEO of Arkomina | Investor | Macroeconomist | Stock Picker | Not investment advice (see disclaimer) | https://t.co/RKwv0ZOS4v
Mighty Money @mightymoneyy
159 Followers 55 Following Stock Market Enthusiast//Financial Freedom//Here to find value and share it with you// $GOOGL $HOOD $NVDA $UBER $AMZN $META $RDDT $BRKB $UNH $FICO $WEN
RepoInsight @RepoInsight
3K Followers 283 Following Passionate about global macro. Sharing data, charts & analysis. Views are my own. No investment advice.
Brett Caughran @FundamentEdge
45K Followers 4K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Oliver | MMMT Wealth ... @MMMTwealth
56K Followers 999 Following Technical/Fundamental analyst, CPA, Owner of https://t.co/hO3l50hhRd, Investing in the Second Wave of AI, Join 17,000 other investors 👇
Ye Su @allen_su1024
4K Followers 1K Following Accelerating the Decentralization on ARK. Founding Partner @ark_stream alumni @MIT
Citron Research @CitronResearch
367K Followers 486 Following Citron Research | Since 2001, delivering bold market analysis & investment insights. Led by Andrew Left, empowering informed financial decisions worldwide.
Hardik Shah @AIStockSavvy
19K Followers 1K Following Software Developer | AI-Powered News Insights, Earnings Reports and Analyst Ratings | No Paywalls | Follow for Savvy Insights, Not Advice #AI #StockMarket
Hazel Hu @0xHY2049
3K Followers 2K Following Cooking @Podour2cents, host @GCCofCommons aka赛博菩萨, prev. @bnbchain @caixin @delphinuslab
ycc @yccnft
1K Followers 547 Following AI PhD | LLM 研究员 | All in Nvidia, Bitcoin | Fan of Jensen and Elon | 超人工智能来临
congresstrading.com @congresstrading
53K Followers 27 Following Trade stocks like your Congressman. As featured in CNBC, WSJ, NYT, FOX, and CNN. Free 7 day trial, cancel anytime.
Doc @docXBT
43K Followers 267 Following Perpetual Student l @TheParagonGrp l @cookbooksauce Price Action ▫ Trends ▫ Orderflow Telemetry: https://t.co/1j2U3wLlWt Coinbase: @coinbasetraders
Matthew Harbaugh @themattharbaugh
3K Followers 360 Following Quality-Growth Investor | I study great investors and share their insights with you | Helping you earn a high return on your Invested CapitalTrends for United States
1,18 Mn posts
87,9 B posts
28,4 B posts
44,4 B posts
15,3 B posts
4.691 posts
17,1 B posts
198 B posts
347 B posts
2.354 posts
93,2 B posts
5.743 posts
24,7 B posts
198 B posts
3.836 posts
79,5 B posts
2.958 posts
13,5 B posts
1.635 posts
You might like
beige🔆
@aymcioe01
2K Followers
Ulises Ray.ZK | (✸,...
@UlisesRay357783
60 Followers
usvps10
@usvps10
54 Followers
freightrain
@the_freightrain
31K Followers
PSY.PSY（💚，🩵...
@PSY_P488
36K Followers
贰
@cairuixu
15 Followers
cryptoangel
@kuaileangery
4K Followers