punk2898 🙌💎
punk2898 🙌💎
Settled in Singapore, high-frequency quantification
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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.
It has to be Grok, generated once, missed the second time 😂
Prompt:
"A cheerful young Chinese woman with long straight brown hair, natural makeup, wearing a soft beige thin-strap camisole, holding a plank position on a blue mat in a bright gym studio, with mirrors and equipment in the background, soft natural lighting, editorial photography style, photo-realistic, warm smile, high detail, cinematic composition"
How did Justin Sun "launder" 20 billion USD into his own pocket?
How much money does Justin Sun really have? After checking the data, the core mainly lies in TRX
- BTC and ETH are worth about 1.8 billion USD (a bit low)
- TRX 21.4 billion (a bit too much)
So the main question is how to calculate this TRX
- Justin Sun controls about 60 billion, accounting for 63% of the total 95 billion, which is indeed too much
- Of the 60 billion, about 10 billion belongs to Justin himself, 34 billion to the foundation, plus acquisitions during the bear market, totaling 60 billion
So the controversy between Justin Sun and Bloomberg lies in whether the foundation's portion can be counted as belonging to Justin Sun (meaning he controls it but it doesn't belong to him)
Another point is that holding 63% definitely cannot be fully liquidated, so how Justin Sun presents this is the biggest issue, which is also why he doesn't want Bloomberg to disclose this part of the assets (fear of being targeted)
So how to liquidate? (This is the real reason Justin Sun doesn't want people to focus on)
Let's start the main text, feel free to bookmark⬇️
1. FTX vs TRX
The most worth learning from is FTX, which held most of the TRX, couldn't sell off heavily and even needed to continuously repurchase on the secondary market to maintain the price, then used third-party platforms to collateralize and borrow USDT (FTX did exactly this back then, resulting in a continuous supply of ammunition, but once the collateral collapsed, everything fell apart)
2. Substitution: HTX
Why did Justin Sun acquire Huobi? This is the biggest reason
- To hide his operational traces through HTX, because 60 billion is too large and needs an exchange to hide the traces
- Users think they are depositing USDT on Huobi to earn high interest, but in reality, the money is used to run arbitrage on Aave and JustLend, with Huobi earning the interest spread
- JustLend collateral lending: the collateral is basically all TRX, and TRX is the one Justin Sun has the most of
3. Nasdaq Tron Inc reverse merger
This was done in July 2025, essentially exchanging on-chain tokens for a US stock ticker
This is the real liquidation: no need to dump tokens, issue US stocks to receive USD → use USD to OTC buy TRX from Justin himself → TRX enters the Nasdaq company's treasury → USD goes into Justin's pocket. It's like left hand tokens, right hand stocks, packaging crypto chips as Wall Street assets. This is the "evil version" of Saylor's play — Saylor doesn't create BTC, but Justin creates TRX
4. USDD printing money (same model as Terra/UST)
- Collateralize TRX → print USDD → USDD attracts deposits with 20% annual yield → the deposited money flows into HTX/JustLend system
- USDD is backed by 10.9 billion TRX + 19.6 million USDT collateral, valued at $1.76 billion, supporting 745 million USDD in circulation
Printing his own "dollars" with his own tokens, then using these "dollars" to attract real dollars
So Justin Sun won't let USDD collapse because there are 2 billion USD interests behind it
5. OTC swaps
Invested over $40 million in World Liberty Financial TRUMP memecoin
Every step is very slick, increasingly impressive, a financial master
He bought WLFI, WLFI then bought TRX back, this is the traditional skill of "swapping shares" (of course the proportions differ because of SEC lawsuits, USD1 issuance chain, etc., not elaborated here)
Later WLFI is reluctant to sell TRX, but Justin Sun will sell WLFI without hesitation because for him it's a highly profitable deal
Analyzing up to here, I am increasingly impressed by Justin Sun, the subtle connections are vast and deep, so for Justin Sun now and for many years to come, how to slowly turn these 60 billion TRX, worth over 20 billion USD, illiquid assets into his own BTC and ETH is his primary and only task
That's all.
败犬女王~
Sun's assets have been exposed by the federal court -- about $23 billion USD
Due to mutual accusations between Bloomberg and Sun Yuchen, the court directly revealed Sun's assets.
17,000 BTC, 224,000 ETH, 60 billion TRX.
-- Not including stocks or cash versions, ranked within the global Forbes TOO100
Zhao Changpeng (CZ) with a net worth of $112.6 billion ranks 17th on the global Forbes TOP list.
@justinsuntron
Breaking: Nasdaq 100 index daily decline widens to -2%, BTC and other derivatives fall in sync
The reason is intensified inflation concerns; everyone worries that if inflation persists, the Federal Reserve will not cut interest rates, leading to a lack of market liquidity and risk assets starting to sell off
Suddenly seeing BYD Seagull selected as one of Time magazine's Best Inventions of 2025 feels so bizarre. How could such an ugly car make it? But it's indeed true. It seems Cai Yu's explanation is correct:
America's powerful innovation capability is almost entirely concentrated at the far end, in the highest premium deep tech fields.
Silicon Valley has little interest in "ordinary life problems," focusing more on autonomous driving, Mars colonization, trillion-parameter models, disruptive AI, and longevity/immortality. This also makes the U.S. today still the global center for basic science, AI modeling, and drug trials.
But the cost is a weak supply system for everyday products, and a scarcity of simple, efficient daily supplies for the American middle class and common people. This scarcity is wrapped in grand narratives by elite discourse, turning it into a fate that must be adapted to.
However, China's engineering capability can scale from 1 to n, making large AI models cheaper, electric vehicles cheaper, intelligent robots cheaper—making everything cheaper. This leads to the word "inclusive" sounding natural and justified in China, but extremely rare in the West.
From "Cai Yu Business Reference 4"
330 million USD, this is the highest annualized revenue AI company on Stripe, but you might not have heard of it
I researched the top 10 highest revenue companies on Stripe, hoping it’s useful for you:
1️⃣ ElevenLabs: AI audio: specializes in AI voice synthesis and cloning, there is solid overseas demand for this (the only one I hadn’t heard of before)
2️⃣ Midjourney: image generation, surprisingly still used, though month-over-month down -10%. Its decline isn’t due to itself but due to model iterations from various large model companies (a company doomed to fail)
3️⃣ Runway: video generation, I thought no one used it anymore because everyone uses Seedance, but data shows annualized revenue as high as 90 million USD, with a 36% month-over-month growth, quite impressive and worth studying
4️⃣ Bolt new: this is an AI web app builder, a company riding the trend, it will get better and better, using large models at the base layer and providing value-added services on top
5️⃣ Suno: AI-generated music, surely everyone knows this? Extremely impressive, with a 34% month-over-month growth, very strong
Effort is insignificant compared to talent, that's how I feel about misa
The first time was in Dubai, I suggested an idea and she started editing the video on the spot, finishing it on her phone in half an hour! Seamless, truly a talent to be envied
At that moment I thought, whichever exchange hires her is hitting the jackpot with an insanely high ROI
Why?
It’s often said that the strength of an exchange is inversely proportional to its social media presence, meaning the stronger you are, the weaker you appear on social media. This is why whenever there’s any public opinion issue, major exchanges have to come and handle it gently
But if a cold, impersonal exchange is replaced by a cute girl, how can you still get mad at her?
So humanizing the exchange is crucial, and that’s misa’s biggest advantage
Also, I often say words are not as good as images, and images are not as good as videos, so which exchange wouldn’t love a video-based personality?
The second point involves professional skills. Many people run accounts but usually post text without showing their face, for a few reasons
One is that the person is too ugly to show, another is that video editing requires knowledge of camera work, music, rhythm, editing, and acting. Those in the know understand how deep this is, but misa handles it all alone, making the ROI explosively good
So whenever I see someone editing videos, I go over to encourage them. You’ve found a business loophole on Twitter, now just keep pushing hard as long as it’s not dead 💪
ps: Took another close look at this video, feels like a huge workload 😂
@star_okx @Haiteng_okx @BuBu825
misa
Welcome everyone to Misa's engagement party on 5.22 🤣
Since using #OnchainOS
scanning chains, signing, capturing signals, taking the optimal path
it does it all for me.
I date, it guards my positions,
I get married, it earns my dowry.
I spend, it pays the bill for me.
With Onchain OS
it's not just holding hands, it's holding the optimal path of destiny.
Onchain OS ready to use out of the box
making complex decisions simple 💚
This is the biggest case of using power for personal gain in American history. Just look at the timeline:
- December 2025｜The Dell family pledges $6.25 billion to the Trump Accounts project
- February 10, 2026｜Trump buys a seven-figure position in Dell
- May 8, 2026｜At a White House event, a video is publicly released where Trump verbally pumps Dell stock, which surged 12% that day
Every step is "compliant," but strung together it’s basically bribery 😂
There’s also the crypto angle: during Q1, purchases of COIN, HOOD, SOFI were made, while executive orders, a federal Bitcoin reserve, and the Trump Accounts retirement plan all came into effect — Robinhood remains the initial trustee of that plan
Counting from President Lyndon Johnson, for 60 years, almost every U.S. president entering the White House has done the same thing — putting personal assets into a blind trust
Why? Because the core principle of “blind” is: the president doesn’t know what they hold
This time it’s different, Trump knows what he holds, making it easier to pump stocks.
punk2898 🙌💎
These are Trump's stock holdings, follow along and copy the homework:
$AVGO Broadcom
$DELL Dell
$TXN Texas Instruments
$DVA DaVita
$JBL Jabil
$KLAC KLA
$COMT GSCI Commodity ETF
$FFIV F5
$GOOGL Alphabet
$ETN Eaton
$NVDA NVIDIA
$XLK Technology Select Sector ETF
$TT Trane Technologies
$COST Costco
$IEMG MSCI Emerging Markets ETF
$IEX IDEX
$AMZN Amazon
$XLI Industrial Select Sector SPDR ETF
$CDNS Cadence Design Systems
$AAPL Apple
$VOO Vanguard S&P 500 ETF
$VTI Vanguard Total Stock Market ETF
$WST West Pharmaceutical
$IWB Russell 1000 ETF
$XEL Xcel Energy
$EFA MSCI EAFE ETF
$SNPS Synopsys
$RSP S&P 500 Equal Weight ETF
$BA Boeing
$MSI Motorola
$NWSA News Corp
$MSTR Microstrategy
$ORCL Oracle
$WM Waste Management
$GOVT U.S. Treasury Bond ETF
$ICE Intercontinental Exchange
$MARA MARA
$NFLX Netflix
$UBER Uber
$KRMN Karman Space
$HD Home Depot
$TDG TransDigm
$MSFT Microsoft
$CVNA Carvana
$COIN Coinbase
$AXON Axon
$ADBE Adobe
$CRM Salesforce
$NOW ServiceNow
$WDAY Workday
These are Trump's stock holdings, follow along and copy the homework:
$AVGO Broadcom
$DELL Dell
$TXN Texas Instruments
$DVA DaVita
$JBL Jabil
$KLAC KLA
$COMT GSCI Commodity ETF
$FFIV F5
$GOOGL Alphabet
$ETN Eaton
$NVDA NVIDIA
$XLK Technology Select Sector ETF
$TT Trane Technologies
$COST Costco
$IEMG MSCI Emerging Markets ETF
$IEX IDEX
$AMZN Amazon
$XLI Industrial Select Sector SPDR ETF
$CDNS Cadence Design Systems
$AAPL Apple
$VOO Vanguard S&P 500 ETF
$VTI Vanguard Total Stock Market ETF
$WST West Pharmaceutical
$IWB Russell 1000 ETF
$XEL Xcel Energy
$EFA MSCI EAFE ETF
$SNPS Synopsys
$RSP S&P 500 Equal Weight ETF
$BA Boeing
$MSI Motorola
$NWSA News Corp
$MSTR Microstrategy
$ORCL Oracle
$WM Waste Management
$GOVT U.S. Treasury Bond ETF
$ICE Intercontinental Exchange
$MARA MARA
$NFLX Netflix
$UBER Uber
$KRMN Karman Space
$HD Home Depot
$TDG TransDigm
$MSFT Microsoft
$CVNA Carvana
$COIN Coinbase
$AXON Axon
$ADBE Adobe
$CRM Salesforce
$NOW ServiceNow
$WDAY Workday
