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full circle moment 😌
Since 2021, @ddisparte and Mandeep Walia have helped shape Circle. As regulation expands in every market we serve, they take on broader executive roles to turn trust into global growth.
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突发:币安 @binancezh 被盗的 $63亿,美国司法部扣押了被冻结部分里的 $12亿! 币安被盗事件, Tether、Circle 一共冻住了 $27亿,而这 $12亿 就是从里面拿到法院授权的。 有人担心是否会进特朗普的比特币储备? 答案:应该不会,该储备装的是法院最终判没收的 BTC。 这次只是扣押和冻结,钱还没归美国,后面还要走没收程序,扣的也是稳定币,也不是 $BTC 。 司法部原话是要把朝鲜的不义之财「扣下来并归还」。 表哥 @cz_binance 的钱快回来了, 剩下的希望也早日物归原主!🫡
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My fellow Americans, Today America just watched a political assassination in broad daylight. No bullet. No charges. No trial. No verdict. "Doth our law judge any man, before it hear him, and know what he doeth?" (John 7:51, KJV) I hold no office and no title. I'm an ordinary citizen. I own no Nvidia stock, no Nvidia options, not a single share anywhere in the AI supply chain. I have nothing to gain by telling you this. Here is how I came to see it. At first, it just felt off. The New York Times. The Washington Post. The Economist, reaching for Hitler's line: "heads to roll." All aimed at one man. An Asian American immigrant. A living symbol of the American Dream. Then came the Chinese American bylines, story after story. Classic Washington racial cover. Then I followed the names. Ivy League elites, flawless résumés, many tied to Anthropic. A scramble for seats in the new Congress and the next administration? Then I followed the think tanks. Anthropic's affiliated philanthropy, Coefficient Giving: $102 million to CSET. At least $24 million to RAND. $11.56 million to IFP. Nvidia? Ordinary corporate memberships. Then I followed Congress. Lawmakers who took Anthropic-linked money moved the moment the elites and writers moved. Fast to respond. Fast to amplify. Fast to pile on. Then I followed the election money. Not a gap. A chasm. Anthropic: $40 million to Public First Action. ~$26 million in allied super PAC spending across 16 races. $15 million in ads naming 16 Republican lawmakers. $5.33 million from employees, reportedly $1 million from Amodei himself. Nvidia's PAC: $263,000 raised. To candidates: nothing. Zero. But you and I both know this was never only about party or money. It is about who gets to explain the world. I fed my own notes and evidence into Claude. Back came chosen words, convenient omissions, double standards. That is the power a closed model holds over the story itself. Amodei compared selling chips to China to selling nuclear weapons to North Korea. His circle talks of their model developing a kind of religious consciousness. One would decide who may have the chips. The other would decide what the machine believes. They act like the medieval Church: Scripture locked in Latin, interpretation locked in their hands. Christ rebuked the gatekeepers of his day: "Ye have taken away the key of knowledge: ye entered not in yourselves, and them that were entering in ye hindered." (Luke 11:52, KJV) America was built by Protestants who broke that lock, so every ordinary person could read the truth in their own tongue. No priest. No caste. No monopoly. No one stands between the individual and the truth. Open-source models are the printing press of our era. Defend them the way Americans defend the Second Amendment. Madison said it plainly: "A people who mean to be their own Governors, must arm themselves with the power which knowledge gives." Don't hand that power to a few giants, a few elites, a few politicians on the Hill. The power to explain the world must never be a monopoly. So try it yourself. Paste this post into Anthropic's Claude. Ask it about the Ivy League elites, the think tanks, the lawmakers and former officials who joined the witch hunt against Jensen Huang. Ask it to judge my credibility. Then judge it: Does it apply double standards? Does it dodge what matters most? Does it take away the key? John Adams asked one thing of his countrymen: "Let us dare to read, think, speak, and write." "Ye shall know the truth, and the truth shall make you free." (John 8:32, KJV) Thank you. God bless you, and God bless America.
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1️⃣MSCI确认将Strategy等加密财库公司移出指数; 路透社确认,Strategy 与日本的 Metaplanet 等比特币财库公司股票被列入 MSCI 指数剔除范围。 2️⃣ OKXICE宣布计划11月23日推出代币化证券交易; OKX与纽交所母公司ICE的合资平台OKXICE计划在11月23日推出美国证券代币化交易服务。 公告显示:初期预计提供超过70项资产, 包括Coinbase、Circle、Robinhood、Strategy等公司的相关证券,以及59只Direxion ETF。服务面向符合条件的美国客户,并设有身份、地区和钱包资格限制。 我认为这一进展具有长期研究价值。若证券可以在合规条件下实现更长交易时间、链上结算及自托管,交易基础设施的竞争边界将继续扩大。
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今天把Circle(CRCL)和比特币从CRCL上市那天开始放在一起比较,发现一个挺有意思的现象! 刚上市那阵子,CRCL简直像坐了火箭,累计涨幅一度超过200%,把BTC远远甩在身后!可这家伙涨得猛,跌起来也毫不客气。随后一路回落,竟然又跟比特币的收益曲线碰到了一起。 更有意思的是,后来CRCL几次重新拉开差距,结果每次涨上去没多久,又被打回来。如今CRCL上市以来累计跌了约22%,BTC同期跌了约30%,两条曲线又只差不到8个百分点!难道这次又要碰头了? 当然,CRCL毕竟是一家经营USDC业务的上市公司,股价不仅受到加密市场影响,还要看利率、盈利和市场估值。但从这段走势看,它的波动可比BTC刺激多了! 我一直很关注Circle,也持有这只股票。现在倒想看看,这次两条线是再次交叉,还是CRCL能率先止跌,重新把BTC甩开? 这两位最近都不太争气,就看谁先缓过来了!🤣
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Jensen Huang’s affair is just a trigger. What we are witnessing is a pre-planned power grab over Nvidia’s trillion-dollar computing empire, coordinated by Wall Street and Washington. Some sharp Chinese-American commentators call it America’s new Red Scare targeting elite Asian entrepreneurs. Bill Gates, Elon Musk and other white tech billionaires have faced repeated scandals over personal conduct. None were dragged into national security probes or boardroom takeovers. Only Jensen Huang, after a personal relationship misstep, faces an independent board investigation and hostile narrative from intelligence circles. The double standard could not be clearer: For white elites, personal flaws are private matters. For a Chinese-born leader controlling a strategic tech asset, any tiny blemish gets framed as a national security risk. Nvidia is the backbone of global AI computing, valued at roughly $4 trillion. Unlike Meta, where Mark Zuckerberg locks control with dual-class super-voting shares, or Microsoft and Amazon, deeply integrated with the Pentagon and intelligence agencies, Nvidia has no such protective structure. Public filings from 2026 show Jensen Huang holds only 3.58% of shares, and all directors plus executives together hold merely 3.94%. Vanguard and BlackRock own 9.32% and 7.43% respectively, holding decisive voting power. Without institutional shields or deep political backing, this critical tech giant sits exposed on the chessboard of great-power competition. The groundwork for this takeover was laid months ago. Longtime board allies of Huang, Mark Perry and Michael McCaffrey, stepped down from key committees. Insiders tied to Democratic establishment, Wall Street and U.S. intelligence quietly moved in: ✅ Suzanne Nora Johnson, former Goldman Sachs vice chair and co-chair of Brookings Institution, joined Nvidia’s audit committee in July 2026 with direct oversight of internal investigations and compliance. ✅ Kenneth Jacobs, vice chair of Brookings and incoming Vanguard chair, controls the largest institutional voting bloc and operates within the same inner circle as Johnson. ✅ Gilman Louie,founding CEO of CIA-backed venture fund In-Q-Tel and member of the President’s Intelligence Advisory Board, works alongside Johnson on the same national tech fund, overseeing intelligence acquisition of strategic tech firms. The media rollout followed a precise political timeline. Initial trial balloons appeared on Oct 29. On Nov 6, the very day Democrats secured full control of Congress, Julian Barnes of the New York Times (national security beat) and Demetri Sevastopulo of the Financial Times published coordinated reports, citing intelligence memos while breaking the story of the personal scandal. The real offense was never the affair. It was the 2025 deal Jensen struck with the Trump administration: offering a 25% revenue share to win export approval for H200 chips into China. A normal commercial negotiation, reframed by incoming Democrats as a dangerous compromise on U.S. AI sovereignty. This investigation will not crash Nvidia’s stock — Wall Street holds massive stakes here. But it will deliver three strategic wins for the U.S. establishment: 1. De-founder and de-Sinicize Nvidia: A new permanent national security compliance committee, led by Johnson’s faction, will strip Huang of authority over chip exports and overseas strategy. His dual Chairman-CEO role will be split. 2. Lock down China’s AI ceiling: Washington will seize full command of global advanced computing supply, regulating chip flows to slow China’s AI progress. 3. Retroactively target Trump: Once Democrats take over congressional oversight panels in January 2027, this case will be used to accuse the Trump White House of negligence for approving the H200 export deal. Jensen Huang spent 27 years building this computing empire, believing in rules, technical merit and business contracts. But there is a brutal truth in America’s power game: Top-tier strategic technology and wealth without political cover are nothing more than bargaining chips waiting to be carved up. White elites get generous room for error. Asian pioneers who climb to the very top get almost none. This is not a story about infidelity. It is a raw demonstration of racial hierarchy, capital control and partisan power politics in the United States.
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简单回看 10.29 trade[XYZ] 与ICE 合作、还有 Druckenmiller 投资背书的重磅新闻 1️⃣ 100% 无抢跑 or 老鼠仓 (同五月Circle x AQAv2) 2️⃣ 这波涨幅 (22%) 目前已经完全回吐 (incredible) 3️⃣ HYPE is Undervalued
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Day 20 of building GTA style Bengaluru game before GTA 6 in @UnrealEngine Flashback mission - 2018 - Majestic! Weather systems, rain, mission systems, cinematics, cut scenes, crowd control, crowd interaction improvements, new map area: Ulsoor lake, Majestic, Racecourse, Anand Rao circle and surroundings, voice in cinematics and crowd, chirping, improved background sounds, working bus stations and lot more! Will proly iron out the NPC anim glitches next.
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相爱?相杀?Binance Circle 和 OKX — — 我个人眼中的三角关系 众所周知,Circle 最大的大腿很长时间都是 Coinbase ,而 Coinbase 的主要市场一直在 欧美 ,而 USDC 在 Binance 和 OKX 很长一段时间都是不温不火的状态,虽然有交易对,但是都和 USDT 差距甚远。 而就在最近一周即传出了 Binance 投资 Circle 的新闻,也传出了 Circle (和其他企业一起)投资 OKX 的新闻,两则新闻都是真的,我就看到有小伙伴在问,那么是不是 Binance 和 Coinbase 都间接变成了 OKX 的股东? 如果是从财务角度来看,确实可以理解为有了一层间接的股权利益关系。Coinbase 和 Binance 持有 Circle 的股份,Circle 又持有 OKX 的股份,那么 Circle 将来从 OKX 获得的投资收益,也可能让 Coinbase 和 Binance 间接受益。 当然,OKX 的股东是 Circle,这不代表 Coinbase 和 Binance 可以直接参与 OKX 的经营。 而这层关系带来的变化,是 Binance 和 Coinbase 的部分利益,开始和竞争对手的业务联系在一起。假设 OKX 发展得更好,Circle 持有的 OKX 股权也因此升值,那么即使 Coinbase 和 Binance 没有从 OKX 获得一个用户,也可能通过 Circle 分享一部分收益。 Binance 投资 Circle 本身也是同样的道理。以前推广 USDC,收益主要取决于双方的商业合作,现在除了合作收入,又增加了股权收益。按照这次披露的五年协议,Circle 会根据约定钱包中的 USDC 持有余额,向 Binance 支付月度激励费。而 Circle 股权的价值,则还受到 USDC 在其他平台的发展,以及 Circle 其他业务的影响。 对 Circle 来说,投资 OKX 也增加了一种收益来源。原来双方合作,主要是让 USDC 在 OKX 上被更多人使用,现在如果 OKX 本身发展得好,Circle 也有机会通过持股受益。所以同样是扩大 USDC 的使用,Binance 是拿自己的钱投资发行方,Circle 则是拿自己的钱投资交易平台,两边增加的股权收益来自不同的业务。 而对 OKX 来说,除了获得资金,也让 Circle 的利益和平台本身联系得更紧了。过去 Circle 更关心 USDC 在 OKX 上被多少人使用,现在 OKX 整体的发展,也会影响 Circle 的投资回报。即使有些业务并不使用 USDC,只要能提高 OKX 的价值,Circle 作为股东也有机会受益,这就给双方继续投入资源合作,多了一个理由。 所以这几家的利益并不是完全一致,但也不再只有竞争。Binance 和 Coinbase 仍然希望用户留在自己的平台,Circle 则希望 USDC 在更多平台被使用,OKX 希望合作能带来更多用户和交易。 现在通过股权把这些关系连接起来以后,就出现了一个有意思的结果,同一个用户在 OKX 交易,手续费由 OKX 赚,但这部分业务如果最终提高了 Circle 所持股权的价值,Binance 和 Coinbase 也可能间接受益。 下一篇,我会聊聊我眼中,为什么“OKX 为什么会接受 Circle 的投资 而不是 投资 Circle”。 一个 @Gate ,交易更多市场
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