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我突然想起一个傻B大户… 2020 年，比特币才一万刀左右，他突然觉得这玩意儿有前途，开始大举买入。 2021 年牛市，比特币一路涨到六万多刀。 正常人分批止盈，想着落袋为安了。 他倒好，越涨越兴奋，继续加仓。 2022 年熊市来了，比特币一路跌到一万多刀。 这时候反而没那么猛了，买得畏手畏脚。 后来行情回暖，他又来劲了。 钱不够怎么办？ 借钱！ 借来的钱不够怎么办？ 发股票融资！ 股票融资还不够怎么办？ 继续发行各种金融工具，反正就是想尽一切办法搞钱买币。 后来比特币涨破 10 万刀。 这哥们高兴坏了，开派对、喝香槟，仿佛已经征服了华尔街。 结果市场开始跌了…… 九万买，八万买，七万还买。 跌到六万多，终于卖掉了一部分。 好家伙，我以为他想通了。 结果反弹到八万多，他又开始买回来了。 现在比特币又跌到 6.9 万刀左右。 一算账，持有六年，整体浮亏。 每年还有支付利息。 我寻思着…… 这不就是我们散户最熟悉的操作吗？ 更骚的是，这哥们不但自己炒币，还把一家上市公司改造成了融资买币机器。 他叫 Michael Saylor。 公司叫 MSTR。 抛开融资能力和资金大小，操作逻辑和韭菜散户有什么区别？ 接下来可以观察下这哥们是像上次一样止损卖出一部分，还是继续买入？🤔 反正钱是已经不好借了…

11.13梭哈晨报： 有意思的事情就是，昨天一大堆人做多/抄底赚钱了，然而选择的是nvda而不是crypto。 1. $BTC 距离跌破70000指日可待了； 2. $ETH 都跌破2000了，还在干啥呢； 3. $SOL 又要去新低了？ 4.ZEC 现货 ETF 单日总净流出 987.97 万美元； 5.黄仁勋离职后，某云厂商考虑采购谷歌和 AMD 芯片； 6.疑似Erik Voorhees关联地址过去24小时买入2.31万枚ETH； 这是想不开吗？ 7.斥资2818万美元增持394枚比特币，摩根士丹利再次“逢低买入”； ？？？？比特币还是比以太坊好的； 8.WLFI：已完成首笔100万美元回购，链上数据公开可查； 想用100w美元撬动100亿资产？ 9.特朗普曾致电黄仁勋，敦促其争取保住英伟达 CEO 职位； 可惜没保住； 10.“大空头”Michael Burry：英伟达投资者应尽快离场，增长放缓、利润率承压； 应该没有长期投资者了吧，都是短线农民的； 11.美国司法部：已冻结币安黑客事件中 27 亿美元资金，并将扣押其中 12 亿美元； 问题来了，通过aave借贷的这部分咋办？ 12.美国参议院银行委员会要求黄仁勋出席听证会； 13.道富银行增持Strategy股票6%，持仓价值达12.2亿美元； 14.Tom Lee：逢低买入英伟达，长期竞争优势不会受管理层变动影响； 你一个抄eth的人来指导人家炒美股，也不看自己公司亏了多少； 15.灰度：加密各板块正逐渐脱离比特币走势，波动率普遍高于比特币； 山寨币都要归零了，还她妈脱离走势； 16.美财政部拟对稳定币发行商实施与银行同等水平的交易对手尽职调查； 17.Anthropic的IPO据悉吸引约六倍超额认购； -------------- 有时候不知道crypto能带来什么，但是现在发现了，遇事不决空crypto是最对的选择？ #bitcoin# #ethereum# #solana# #crypto# #nasdaq#

Breaking: Michael Burry says to “get out” of Nvidia $NVDA before it’s too late Burry's reasonings: 1. Without Huang, customers are free to “slow down deals, push back, renegotiate terms, or simply walk to a competitor” 2. Nvidia financed customer purchases through special vehicles and hidden debt, creating “tremendous leverage in the system” 3. Huang pushed customers to buy chips they didn’t need yet by threatening to cut their future allocations 4. Its growth may slow and “critically, its margins may fall” With Jensen Huang out, Burry says “Nvidia bulls will have another fluffy big chance to get out. Get out.”

🇺🇸 TRUMP METE A ELON MUSK EN LA LLAMADA CON JENSEN TRUMP: Jensen, my friend, tengo a Elon en la línea. Le he contado tus problemas. Todos. Bueno, no todos porque necesitaríamos three hours. Tremendous problems. ELON: Jensen, si Nvidia te echa, yo te contrato. JENSEN: Gracias, Elon. TRUMP: ¿LO VES? That’s America. Pierdes un trabajo por follarte a una empleada y cinco minutos después Elon Musk te ofrece otro. Greatest country in the world. ELON: En xAI necesitamos GPUs y gente que sepa construirlas. Jensen sabe bastante de GPUs. TRUMP: “Bastante”. Elon, please. Este tipo ha convertido unos chips en cuatro trillones de dólares. Beautiful chips. The best chips. Su único problema es que aparentemente intenta conectar con todo lo que tiene puerto disponible. JENSEN: Señor presidente… ELON: En Tesla tenemos una política bastante simple: si produces, me da igual que seas raro. TRUMP: Elon, tú tienes como catorce hijos. Tremendous productivity. ELON: Creo que son más. TRUMP: EXACTLY. Jensen, estás hablando con el Michael Jordan de esta mierda. Tú tienes dos affairs y estás en crisis. Elon tiene que abrir Excel para saber cuántos hijos tiene. Learn from the best. ELON: Puedo darle trabajo en xAI mañana. TRUMP: Great deal. Tremendous deal. Pero Elon, ponle una condición: NO DIRECT REPORTS. Ninguna mujer puede reportar directamente a Jensen. Make them report sideways. Diagonally. I don’t care. JENSEN: Esto es humillante. TRUMP: Humillante sería acabar en Intel. Esto es una segunda oportunidad. ELON: Podríamos llamarlo Chief GPU Officer. TRUMP: No. Chief Dating Officer no. BAD TITLE. Very dangerous. ELON: He dicho GPU. TRUMP: Ah. Great title. Beautiful title. JENSEN: No estoy buscando trabajo. ELON: La oferta está ahí. Más acciones, más GPUs y puedes dormir en la oficina. TRUMP: PERFECT. Si duerme en la oficina no puede tener citas. Elon acaba de resolver el problema. This is why he’s a genius. JENSEN: … TRUMP: Jensen, escucha. Nvidia, xAI, Tesla… tienes opciones. Many options. Pero si aparece una tercera mujer antes de Navidad, te mando a Marco Rubio a darte por el culo. Nobody has ever seen anythng like this. ELON: Puedo ponerle seguimiento por Starlink. TRUMP: EVEN BETTER. American technology protecting American technology. JENSEN: Voy a colgar. TRUMP: Great guy. Tremendous guy. ELON: Entonces… ¿empiezas el lunes? JENSEN: Adiós. TRUMP: He’ll take it. Believe me. MAKE AMERICA GREATE AGAIN🇺🇸

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.

🏀 TUESDAY'S FINAL SCORES 🏀 Michael Porter Jr.'s 16 PTS in 17 MIN leads the @BrooklynNets to the preseason victory on the road! Julius Randle: 13 PTS, 4-7 FGM Liam McNeeley: 14 PTS, 4 3PM

Brooklyn's new duo working together 🤝 Julius Randle (3 AST) with the behind-the-back pass. Michael Porter Jr. (16 PTS) with the triple. Brooklyn leads Charlotte in the 2Q on NBA TV!