狮山巡礼
投资杂谈
博文
(2025-06-17 02:40:17)
Stablecoins,afast-growingtypeofcryptocurrency,areinfocusthankstobothnewlegislationthatismakingprogressintheU.S.SenateandCircleInternetGroupInc.swell-receiveddebutasapubliccompanylastweek.
Theyarealsogettingincreasingattentionbecauseoftheirquicklygrowingsize.Thecurrentsupplyofstablecoins,whicharecryptotokenswhosevaluesarepeggedtoanotherasset,isnowequaltojustunder10%ofU.S.currencyincirculation,ac...[阅读全文]
(2025-06-17 02:32:54)
TheGuidingandEstablishingNationalInnovationforU.S.Stablecoins(Genius)ActisexpectedtobepassedintheU.S.inthecomingmonths,andthatcouldtriggeranalmost10-foldjumpinstablecoinsupply,investmentbankStandardCharteredsaidinaresearchreportTuesday.
U.S.legislationwouldfurtherlegitimisethestablecoinindustry,analystsledbyGeoffKendrickwrote,addingthatweestimatethiswouldcausetotalstablecoinsupplytorisefrom$230...[阅读全文]
(2025-06-17 02:14:40)
CircleInternetGroup(CRCL)stockjumped13%tocloseatarecord$151.14,continuingthestablecoinissuersmeteoricrisefollowingitsblockbusterIPOearlierthismonth. Thestockclimbedtoasessionhighof$165beforetrimminggains,buildingonFridays25%surge,asinvestorenthusiasmaroundstablecoinsdigitaltokensbackedbyreserveassetsliketheUSdollarcontinuestogrow. SinceitshighlyanticipatedpublicmarketsdebutonJune5at$31pe...[阅读全文]
(2025-06-16 14:12:44)
今日分享我的PLTR和CRCL长期期权（LEAPS）的投资情况，看似赚钱轻松实际上并不容易。市场充满挑战，投资需谨慎分析与规划。
关于PLTR，我自股价20余元时开始研究，未急于行动。直至去年10月股价升至45元，我基于自己的研究和分析购入股票，但未涉足期权。去年一季度财报后，股价由45元涨至70余元，我购入2026年元月到期、行权价85元的看涨期权。今年首季财报发布，股价[阅读全文]
(2025-06-16 00:09:35)
Bloomberg)--WallStreetsETFmachinekickedintohighgearjusthoursafterCircleInternetGroupInc.wentpublic,ridingthefrenziedinitialpublicofferingofthestablecoingiantascryptotechnologiesentermainstreamfinance.
Atleastthreeissuersrushedtofilerelatedexchange-tradedfundsfollowingCircleswhite-hotThursdaydebut.ThefirmissuerofUSDC,thesecond-largeststablecoinsawitssharestripleshortlyaftertradingbegan,reviv...[阅读全文]
(2025-06-15 20:29:49)
Moregovernmentdebt,morepotentialopportunitiesforthecryptobulls.
Onethingthatisclearisthatdemocraciesaroundtheworldarehavingtroublegettingdeficitspendingundercontrol,Coinbase(COIN)CEOBrianArmstrongsaidattheCoinbaseAnnualSummitinNewYorkCityonThursday.Ifyoustudyhistory...onceyoudecouplecurrencyfromhardcommodities,theinevitablestoryistheygetoverprintedandextended,right?
Armstrongsaiditsnotac...[阅读全文]
(2025-06-15 18:15:23)
JeremyAllaire,CircleCEO,commentedthathefeltstablecoinswereonthevergeofhavingabreakoutmomentreminiscentofthe2007iPhonelaunch.AllairesaidthecommunityisnotquiteexperiencinganiPhonemomentregardingusingstablecoins.Hesaidwellknowwhenwevereachedthatmomentwhendevelopersuniversallyrecognisethevalueofprogrammabledollars.CircleistheissuerofthewidelyusedstablecoinUSDC.
Allairebelievesthatstablecoinsareonth...[阅读全文]
(2025-06-15 03:38:24)
从19世纪伦敦一家经营贝壳贸易的小店，到世界石油巨头之一，壳牌这家穿越两次世界大战、多次能源革命的百年巨擘，为我们呈现了一份周期逆袭者的近乎满分答卷。
当石油战争撕裂市场、当新能源冲击传统、当地缘政治撕裂供应链面临能源行业的每一次剧变，壳牌却总能在动荡中重构竞争力。
它是1973年石油危机中受冲击最小的国际油企之一，是传统巨头中最早[阅读全文]
(2025-06-15 03:31:52)
一个卖塑料玩具的公司，凭什么比茅台还值钱！在上海某中型私募机构的晨会现场，资深投资经理王海涛拍着桌子对同事们说。 近3年前的这个场景，历经多年市场牛熊周期的王海涛如今仍旧历历在目。 这家卖塑料玩具的公司，不仅时时让基金经理们为之纠结、困惑，也让街头巷尾的民众对其直呼看不懂！ 这家公司，就是以盲盒走进人们视野，又以Labubu[阅读全文]
(2025-06-15 03:26:26)
当战火延烧至伊朗核心能源动脉时，全球市场正屏息以待一场可能重塑中东能源格局的升级。
14日伊朗南部布什尔省两家炼油厂遭遇以色列空袭，南帕尔斯炼油厂第14期项目设施爆炸起火，法杰尔贾姆炼油厂同样遭到袭击。伊朗伊斯兰共和国通讯社援引布什尔省危机管理部门官员的话报道说，两处设施的火势已于14日晚得到控制，暂无人员伤亡报告。
这是以色列首次[阅读全文]
