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BBX Twitter快讯
财经
更新于 2026-06-02 05:09
共 14 条
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1
The whale (TraderSZ)
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Wow, Berkshire Hathaway investing $10 billion into GOOGL in a private placement as part of a broader $80 billion equity capital raise by the company to expand its AI infrastructure (Joe Weisenthal)
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that was fast *BERKSHIRE HATHAWAY TO INVEST $10 BILLION IN ALPHABET(zerohedge)
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看到有小伙伴争论 MSTR 是不是真的卖出了 bitcoin:native ,这真的不用争的,确实是卖出了。 SEC 的8-K 已经确认了 Strategy 在 2026年5月26日 至 5月31日 期间卖出 32 枚 BTC,总价约 250 万美元,平均卖价 77,135 美元。 同时文件写明 Bitcoin 数据是按 2026年5月31日4:00 p.m. ET 呈现,所得用于优先股分红。(Phyrex)
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5
New supply reduced today by 20%(Erik Voorhees)
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Ethereum bottoming during Pride Month would be the funniest thing ever(LilMoonLambo)
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The KAS community is huge. There’s a reason for that, with no paid marketing beyond community funding. Research. Tocatta hard fork this month.(Travladd Crypto 𐤊)
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今天 bitcoin:native 的下跌,无疑主要的推手就是 @MicroStrategy 卖出了 32 枚 Bitcoin ,你说卖的多那肯定不是,32枚并不算什么,但是打击了很多投资者的信心,毕竟当初 @saylor 的承诺是永远不会卖出 Bitcoin 。 但这个承诺其实在月初的时候已经聊过了,卖出是为了更好的买入,Michael 的意思是如果每卖出 1 枚 Bitcoin ,但可以买入多过 1 枚的 BTC ,那就不算是净卖出,而是一种战略。 尤其是在还 STRC 利息的时候,如果没有足够的资金储备,出售 Bitcoin 可能会更加的频繁。我个人的观点是买 STRC 好像不是很划得来。 但本质来说,BTC 还是那个 BTC 并不会因为任何人的买卖而改变了 BTC 的性质。(Phyrex)
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🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of MSFT, GOOGL
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考虑把聪明钱/内幕/老鼠仓 随便怎么叫吧 未来都放在订阅内容里 相应的,订阅费用将会有所调整(大老师Bugsbunny |DRAM UP only)
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11
#Vitalik proposes liquidation-free synthetic assets amid #stablecoin censorship concerns (AMBCrypto)
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Anthropic Files Confidentially for U.S. IPO Amid Race for Public Market Capital #Anthropic #IPO #AI (TheEnergyMag)
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JUST IN: CME Group has officially rolled out 24/7 trading for crypto futures and options. (EyeWhales)
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*HPE SOARS 28% AFTER FULL-YEAR PROFIT OUTLOOK TOPS ESTIMATE Even topped the 16% straddle (zerohedge)
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