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「Uncle 賺好幾支懶覺了。」台媒這個標題一下去,黃立成本人也忍不住轉發回覆:「謀啦~挖呀勾係存幾隻懶覺,它很稀有。」翻成中文,大概就是:沒有啦,我還是只剩一支,而且很稀有。 玩笑歸玩笑,鏈上追蹤顯示,他在 Hyperliquid 的帳戶資產曾從 15.2 萬美元升至 1,272 萬美元,三天放大約 84 倍。台媒直接換算成「獲利 4 億元」,但帳戶資產、浮盈和真正平倉落袋的錢是三件事。 8 月 24 日的資料顯示,帳戶資產已回落至約 1,007 萬美元,仍撐著約 1.237 億美元的 ETH、BTC、HYPE、PUMP 多單,整體槓桿約 13.1 倍。四筆倉位當時合計浮盈約 143.5 萬美元,主要由 ETH 多單貢獻;其他三筆合計仍在虧損。 黃立成過去接近 500 次遭清算,累計虧損一度超過 8,000 萬美元。這次反彈讓帳戶大幅回血,但離補回歷史虧損還很遠。那句台語是接媒體的梗,也沒有確認 4 億元已經落袋。 你會把這次算成翻身,還是高槓桿剛好押中一段反彈? #黃立成# #麻吉大哥# #Hyperliquid# #ETH# #BTC# #HYPE# #Crypto# #OURBIT#
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Strategy 上週賣出約 1,826 萬股 MSTR,募得約 20 億美元,但 8 月 17 日到 23 日沒有買進、也沒有賣出任何比特幣。它把大部分資金放進一個新帳戶,名字叫 USD Cash。 這個新現金池有 15.9 億美元,能用來買 BTC、回購 MSTR 或優先股、償還可轉債,也能補進原本的美元儲備。原有的 USD Reserve 則增至 51 億美元,主要用途是支付優先股股息和債務利息。 兩個帳戶看起來都叫現金,功能差很多。USD Reserve 是償付緩衝;USD Cash 才是管理層面對價格波動或股價折價時能快速動用的資金。 Strategy 的 BTC 持倉維持在 840,447 枚,平均成本約 75,385 美元。據 LookIntoChain 估算,隨 BTC 快速反彈,這筆部位一週內由浮虧逾 95 億美元轉為浮盈逾 47 億美元。這是即時價格推算的帳面損益,不代表 Strategy 已實現獲利,也不能單憑這組數字確認市場底部。 先前它已經為 STRC 優先股做回購,這週再把約 1.364 億美元用於回購。接下來的問題很具體:若 BTC 回檔,USD Cash 會先買幣;若 MSTR 折價擴大,回購自家股票也可能更划算。 你會先等 BTC 回檔,還是先回購折價的 MSTR? #Bitcoin# #BTC# #MSTR# #Strategy# #CryptoStocks# #OURBIT#
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This is not as good as it sounds, because Starlink required many satellites in low Earth orbit to achieve this bandwidth improvement globally. That said, there will ultimately be over 100k SpaceX communications satellites, most of which will be V4 or V5. Good chance that this system carries about half of global traffic.
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Flight 15 Update: Starship coasting in orbit, still looking good for return to launch site today. Pad and tower systems are go for catch.
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Starship in orbit over Africa
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Zambia has started connecting 751 health facilities across all 10 provinces with Starlink, and the first 90 kits went to Western Province. There's something poetic about where they started. Every year at the end of the rainy season the upper Zambezi floods the Barotse plain, and for centuries the Lozi king has left his compound at Lealui by royal barge and moved to higher ground at Limulunga. The ceremony is called Kuomboka. In Lozi it means "to get out of water." Now picture running fiber or building towers across land that turns into a lake for part of every year. A Starlink dish only needs a clear view of the sky, so the water below stops being the problem. In March 2020, months before Starlink had its first beta users, Elon Musk said it would serve the 3 or 4 percent hardest-to-reach customers, people with no connectivity or really bad connectivity. Six years later, with funding from the Global Fund through Zambia's Ministry of Health, clinics on one of Africa's great floodplains are being brought into the country's electronic health systems from orbit.
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Starship and its heatshield are healthy as the vehicle continues to orbit Earth after a spectacular start to its mission nearly 7 hours ago. Teams are continuing to monitor systems ahead of a planned return to launch site catch at Starbase ~22.5 hours after launch
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Live views of Starship in orbit brought to you by @Starlink
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Starship is now in a long coast phase around Earth. Teams will monitor Starship’s systems over the next ~21 hours that we intend to be in orbit for. We do have a few early deorbit options available should we need them, but all systems are looking good right now
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Payload deploy complete. All 26 @Starlink V3 satellites are in orbit
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