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先日 #GLOOKS# さんのお店で #newyorker# さんのメガネフレームをご提供いただきました🤍 ⁡ そして今回！ GLOOKSさんで NEW YORKERのフレームを購入した方に私のサイン入りメガネケースを先着で5名様にプレゼントしてくださるという事で✨✨ 詳細は @newyorker_maruman の インスタをご覧ください！

I am the personal financial advisor to the 47th President of the United States. I have made him $4.05 billion in one term. Let me say that again. Four point zero five. Billion. One term. The presidency of the United States, upon proper management, outperforms every asset class in recorded financial history, including venture capital, petroleum futures, and the sovereign wealth fund in Abu Dhabi that manages $1.7 trillion and employs nine hundred analysts. I benchmarked it. We beat them with a staff of four and a leather binder. I keep a binder in the residence. I call it The Number. The Number was $3.4 billion in August. The Number is $4.05 billion now. The Number has never gone down. I update it every Friday at 6 AM, before the briefing, like a surgeon checking vitals on a patient who can only get healthier. The cover is leather. The tabs are color-coded by sector: Crypto, Finance, Hospitality, Media, Other. "Other" includes a Boeing 747-8 valued at $400 million, gifted to him by the Emir of Qatar while he was sitting President. There is no asset class for that. I invented one. I call it EAGLE-7. Crypto is seventy-five percent of the portfolio. $3.02 billion. I want you to sit with that figure. Three billion from digital tokens and stablecoins. From a man who in 2021 called Bitcoin "a scam against the dollar." His words. The flagship holding is Trump Media's bitcoin stockpile. He holds 42% of the company. The company sold shares to institutional investors. Used their capital to purchase bitcoin. His personal stake from that maneuver alone: $1.15 billion. He drafts national cryptocurrency regulation from the Resolute Desk. Signs executive orders on digital asset policy. Handpicks the SEC chair who will enforce them. His bitcoin goes up when he does these things. The investors' stock goes down. That's a conflict of interest. I'm kidding. I've never used those words in that order. That's the investment thesis. Then there is Alt5 Sigma. I need you to understand Alt5 Sigma. Alt5 Sigma was previously known as Appliance Recycling Centers of America. Founded in 1991. In Minnesota. It recycled dishwashers. Then it became a biotech. Then a digital payments company. Then Zach Witkoff, son of the President's special envoy, became chairman, and it became the primary vehicle for purchasing World Liberty Financial tokens. In 1991 it recycled dishwashers in Minnesota. In 2025 it funneled $562 million to the President's family through a Rwandan subsidiary convicted of money laundering. The CEO was removed. The CFO was fired. The auditor was replaced. Twice. The stock went from $8 to $2. We received $562 million from it. I put it in the binder. I logged it in the binder on a Thursday. I used Garamond. It felt appropriate for a company whose journey from kitchen appliances to international money laundering spanned exactly thirty-four years. The stablecoin is where the architecture gets beautiful. USD1. $136 million in projected interest over the remaining term. I will show you the math because the math is the point. $3 billion in circulation. Times 4% annual return. Times three years remaining in office. Times the family's 38% share. The UAE purchased $2 billion of USD1. Then Binance promoted it. Pumped circulation from $2 billion to $5 billion. Binance's founder had pleaded guilty to money laundering violations. He received a presidential pardon in October. I pardon you. You promote my stablecoin. My stablecoin generates $136 million. The pardon cost nothing. The coin cost nothing. The oath of office cost nothing. The entire apparatus of federal clemency was converted into a revenue instrument and nobody filed a complaint. That's yield. TRUMPcoin. $385 million. A memecoin with the President's face on it, launched days before inauguration. Every person who bought TRUMPcoin at launch and held it has lost 90 cents of every dollar. Every person who bought it made the President $385 million richer on the way in. That's the product. The product is not a coin. The product is belief. We are very long belief. His sons received a 13% equity stake in American Bitcoin. A New Yorker investigation determined they contributed, and I quote, "nothing else of obvious value." I would characterize their contribution differently. They contributed the single most valuable commodity in American commerce, worth more per ounce than lithium, more per gram than fentanyl, more per syllable than any word in the English language. Proximity to the man who pardons people. That's due diligence. Hospitality. $271 million. Mar-a-Lago now generates $50 million a year. It generated $10 million when he took office. Initiation fee: $1 million. You are paying $1 million to eat dinner in the same room as the man who controls the Department of Justice. I set that price. It is undervalued. Saudi Arabia. The Crown Prince visited the White House. Then Dar Al Arkan signed licensing deals estimated at $10 billion. Hotels in the Maldives. Golf clubs in Riyadh. A tower in Jeddah. He sat next to the man who ordered a journalist dismembered and said, quote, "He knew nothing about it." Then he signed the hotel deal. I have the term sheet. Our fee is 2-10% of revenue. We do not ask what happened to the journalist. That is not in our mandate. $106 million is in our mandate. That's client retention. Finance: $340 million, predominantly Persian Gulf sovereign wealth fund arrangements structured through intermediaries whose names I am not going to say in this format. Media: $116 million. Legal fee fundraising and branded merchandise: $128 million. The Qatari jet: $150 million. I have already mentioned the jet. I mention it again because a sitting foreign head of state gifted the sitting American President a $400 million flying palace with gold-plated fixtures and a master suite, and not a single member of Congress has asked a follow-up question. Not one. Not in committee. Not in writing. Not on camera. Five hundred and thirty-five legislators. Zero questions. Now. I am required by my own conscience, which is vestigial at this point, to disclose downstream performance. Every public-facing investment vehicle associated with this portfolio has collapsed for outside investors. I will read them. TRUMPcoin. Down 90%. American Bitcoin. Down 80%. Trump NFTs. Down 80%. Trump Media stock. Down 60% since inauguration. Alt5 Sigma. Down 75%. The family's positions were structured to extract value before these declines materialized. The retail investors' positions were structured to supply the value being extracted. There were approximately 600,000 retail wallets holding TRUMPcoin at peak. Retirees. Day traders. People who believed the branding. Their aggregate losses capitalized the portfolio. Their savings became his tab in the binder. That's liquidity. I want to address the competitive landscape. I am a financial professional. I benchmark everything. In 2016, the President stood at a podium and called Hillary Clinton "the most corrupt enterprise in political history." He said she "turned the State Department into her personal hedge fund." The accusation that ended her career was $153 million in speaking fees. Combined. With her husband. Over fifteen years. Goldman Sachs paid her $225,000 per speech. He said the word "crooked" so many times it became her legal name. $153 million. Fifteen years. Two people. I made him $4.05 billion. In one term. By himself. A 26-to-1 ratio. I wrote it on the whiteboard in the residence. Then there was the Biden family. "The Biden Crime Family," he called them. He held rallies about it. He got impeached over investigating it. The Republican House spent two years and $3.5 million in taxpayer funds to uncover, per their own final report, approximately $24 million in Biden family income over five years. Hunter Biden's Burisma salary was $1 million a year, later reduced to $500,000. The Chinese payments were $664,000. The House Oversight Committee called it "influence peddling at the highest level." $24 million. Five years. Ten family members. My client made that in two days. I have the math. $4.05 billion divided by 365 days is $11.1 million per day. The entire Biden investigation, the impeachment, the hearings, the Fox News segments, the "CRIME FAMILY" hats, all of it, for an amount my client earns before his Wednesday morning briefing. The ratio is 168 to 1. I put it on the whiteboard next to the Clinton number. The President saw it. He laughed. He did not ask me to take it down. "Drain the swamp," he said in 2016. I drained it. Into the binder. The swamp is now a portfolio. It is the highest-performing portfolio in the history of public office, and the man who built it ran for President on the promise that he would stop people from doing exactly what I help him do every single day. That's positioning. When the New Yorker published the full accounting, $4.05 billion across five sectors, and asked the President whether he saw a conflict of interest between the office and the fortune, between the pardons and the profits, between setting crypto policy and holding $3 billion in crypto, he told the New York Times six words. "I found out that nobody cared." He was right. He has been right about that singular fact since the beginning. Nobody cared when he launched the coin. Nobody cared when he pardoned the convicted money launderer who pumped his stablecoin. Nobody cared when a dishwasher recycling outfit in Minnesota became a $562 million pipeline to his family through a subsidiary that had been convicted on three continents. Nobody cared when 600,000 wallets evaporated so the leather binder in the residence could gain another tab. He found out nobody cared. Then he monetized the finding at a rate of $11.1 million per day, every day he has held office, including Sundays, including holidays, including the morning he sat next to the Crown Prince and said the murdered journalist had it coming. $4.05 billion. One presidential term. Zero indictments. Zero congressional hearings. Zero audits. Zero consequences of any kind for any person at any level of the operation. The chart goes up. It only counts his money. There is another chart. It has 600,000 wallets on it. Retirement accounts. People who believed a dishwasher recycling company in Minnesota was a sound vehicle for their savings. We do not publish that one. I filed it under EAGLE-7.

本周六（3.14号）我和 The New Yorker 的车畅老师在东京銀座的单向街书店做一场关于 AI 的对谈节目，主要分享我对软件和知识工作未来的思考，欢迎感兴趣的朋友前来捧场！

Mr @NYCMayor, I say it as an Iranian New Yorker: You are a human garbage. When our people were getting slaughtered and hunted like animals by the Islamic Republic terrorists, you stayed silent. You didn't say a word. Now that the regime, the murderers of our people are under attack, you came out of the woodwork to defend them. You are an Islamist human garbage and I fight your agenda as long as I breathe.

🚨 针对 Polymarket 恶意结算 MicroStrategy 市场的联合维权与欺诈举报声明 | 这简直是预测市场历史上的奇耻大辱，是对去中心化宗旨与市场诚信的公然背叛！ 1️⃣ 无法抹杀的客观事实：事件发生在窗口期内 @MicroStrategy 5 月 26 日至 31 日期间，于公开市场依法售出了 32 个比特币（BTC）。实际的交易行为完全发生在市场规定的窗口期之内！微策略事后提交给美国证券交易委员会（SEC）的官方 8-K 文件（编号：mstr-20260530）已经无可辩驳地证实了这一交易的发生时间。 仅仅因为 SEC 的官方网站由于非工作日或披露流程，导致文件在公开系统上的盖章时间晚了一天，@Polymarket 竟然判定该市场结果为“否”？！ 这根本不是所谓的“严格解释规则”，而是学术上的不诚实、逻辑上的懦弱，更是对客观真相的公然践踏！预测市场的存在是为了预测实际发生的事情（Real-world events），而不是为了预测政府官僚机构文件盖章的刻板时间。 2️⃣ 从“追求真相”沦为“操纵市场的赌场” 你们躲在“超出确认时间范围不算数”的文字游戏幌子下，把一个本应追求客观事实的预测平台，变成了一个可以随意曲解规则、定向收割的黑箱赌场！这种极其恶劣的结算行为，是以牺牲那些选择相信链上事实、相信 SEC 官方数据的合规用户为代价，来保护巨鲸、转嫁平台自身及庄家的风险。 这个判定不仅令人不齿，更是赤裸裸的市场操纵（Market Manipulation），它彻底摧毁了整个 Web3 预测赛道的行业信任。 3️⃣ 核心规则文本的客观铁证 让我们再次逐字审视该预测的核心条款： “如果 MicroStrategy 在标题所示日期美国东部时间晚上 11:59 之前出售其持有的比特币，则市场结果为‘是’；否则，市场结果为‘否’。” 标的物本质： 规则清晰界定，“市场结果‘是’”的触发条件完全指向“比特币出售的时间”，而非“信息被外界确认或披露的时间”。 违约与欺诈： 无论平台如何曲解补充说明，微策略在 5 月 31 日之前完成了 32 枚比特币的抛售是不可更改的既定事实。Polymarket 违背自身设立的规则进行强制结算，已经构成了实质性的合同违约与欺诈行为。 如果 @Polymarket 拒绝通过 @UMAprotocol 预言机投票纠正这一荒谬的判决，那就彻底证明了该平台更看重自身利益与内部操作，而非市场诚实！ ⚖️ 联合举报与维权艾特名单（请社区散户顶起转发！） 此举涉嫌金额巨大的金融欺诈与恶意操纵，我们正式向美国各级执法部门、金融监管机构以及行业媒体发起公开举报，要求对该市场的结算过程、是否存在内部利益输送展开彻底调查： 🇺🇸 美国联邦执法与金融监管机构： @FBI / @FBIWFO（美国联邦调查局：涉嫌互联网欺诈与洗钱线索举报） @NewYorkFBI（纽约联邦调查局：针对预测市场及链上欺诈的直接管辖区） @SECGov / @SEC_Enforcement（美国证券交易委员会：微策略 8-K 文件法定披露监管方，举报平台涉嫌操控相关衍生品市场） @CFTC（美国商品期货交易委员会：近期正严厉打击预测市场的违规交易与内幕行为，平台结算涉嫌违反《商品交易法》） @TheJusticeDept（美国司法部：严厉打击 Web3 欺诈与操纵的核心力量） 🌐 平台方、预言机与高管： @Polymarket / @PolymarketHQ（请正面回应规则造假与信任危机！） @ShayneCoplan（Polymarket 创始人，你的平台正在沦为赌场，请出来面对用户！） @UMAprotocol（预言机决议方：请所有 UMA 节点在质押投票中尊重客观事实与 SEC 文件，不要成为黑箱结算的帮凶！） 📰 权威媒体与链上维权侦探（最大化曝光）： @ZachXBT（知名链上侦探：请求介入调查该市场是否存在内幕交易和恶意倒货） @CoinDesk / @Cointelegraph / @crypto / @Blockworks_ / @DB_News（各大加密媒体：请曝光这起针对散户的恶意割韭菜事件！） 关联： @okx @okxchinese @binancezh @binance @heyibinance @cz_binance @star_okx @zhusu @POTUS @realDonaldTrump @elonmusk @SBF_FTX #Polymarket# #UMA# #MicroStrategy# #MSTR# #CryptoJustice# #Web3维权# #SEC# #CFTC# #FBI#

美股初始建仓完毕，10万RMB 如下： DRAM CRCL NASA IREN CBRS 均分 为什么均分，因为我有强迫症。 目前浮亏中。 后期，我会按照一定的比例，QQQM 40%, TSLA +某某 30%，作为长期定投配置，持有到退休，30%中短期，但不炒日内，只持股，根椐情况调整仓位。 QQQM 和TLSA 等Space X 上市后，一次性配置底仓，然后定投，至于某某是谁，目前还不确定。 既然是长线，就要有长线的姿势，space X 上市前，不再加仓。 推荐几位我关注的美股博主 @xiaomustock 川沐 大神，我所见到最先从币圈转到美股，并拿到大结果的人，可以直接抄作业 。 @aleabitoreddit 十倍哥，前天刚说人形机器人，OUSTER直接涨了26%。国外博主不用关注太多，把他吃透，然后再根椐他的内容选择性的关注一些，就够了。 @ShanghaoJin Herman Jin这轮AI 把握的很准，当然，我才关注，前面有多准我也不知道。 @Tang_Shijun 重点内容在油管，财务分析很到位。 @rickawsb Rick老板总是在最前沿，记得AWSB 是当初无聊猿的俱乐部，Space 有听头。 @yiqifacai 发财姐，光看名字就可以关注， @bboczeng 有点争议，天天和气球撕逼，但观点很明确，最近看好 NOK。 @NewYorkgugugu 一周一例会，很有营养的space , 问题是要求发言。我进去的时候连美股帐号都没有搞好，估计迟早被踢。 @qinbafrank 宏观 很多中文博主，就是直接翻译外文博主的文章，搞流量的，用的还是当初撸毛教程的那一套，没有什么看头。 有的是哪个热推哪个，自己可能都没有仓位。 自己有实盘的，深耕一个行业的，善于分析财报的，对宏观政策有见解的，都值得关注。 如果你和我一样是个新人，首先回避从币圈来的熟面孔，把上面几个吃透，足够。 10.11被干掉50个eth 后，我在币圈残存的资产只有约10个eth 和一点狗狗币，抄底计划：eth 1800以下 , 狗狗币0.08以下，不到就等。 师傅引进门，修行靠个人。

TWICE <THIS IS FOR> WORLD TOUR IN NEW YORK - Day 3 NEW YORK, that was electric ⚡ The city that never sleeps showed up loud! Thank you ONCE 💕 #TWICE# #트와이스# #THISISFOR# #TWICE_THISISFOR_WORLD_TOUR# #TWICE_THISISFOR_WORLD_TOUR_IN_NEWYORK#