cloudli @CloudLi_cl
Joined October 2021-
Tweets272
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Followers49
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Following620
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莫道征途多起伏，终将来到四千岗。 x.com/CloudLi_cl/sta…
前方发来贺电👏 x.com/CloudLi_cl/sta…
祝福上车的朋友，是否开启下半场让子弹再飞一会。 x.com/CloudLi_cl/sta…
想去2100再谈下半场，这就狠了点。 x.com/CloudLi_cl/sta…
前几天黄金大涨是对美债的不信任之选择，如今全世界都已看到美帝的底牌——金融基石美债，所以无论如何保护美债才能维持虚假霸权，那么接下来买入短期美债反而变成相对风险小的投资，之前涌入黄金的资金也许会回补美债做调整。
如何止损只是第一步，这个头开了，想要漂亮收手就难了，此刻美债美股投资者们焦虑程度应该前所未有，懂王的新剧本是啥变成了薛定谔的猫，不确定才是常态。 x.com/CloudLi_cl/sta…
如何止损只是第一步，这个头开了，想要漂亮收手就难了，此刻美债美股投资者们焦虑程度应该前所未有，懂王的新剧本是啥变成了薛定谔的猫，不确定才是常态。 x.com/CloudLi_cl/sta…
据说懂王压力很大，一键止损不太可能，分批止损有后遗症，感觉最后会掷骰子拍板😂 x.com/CloudLi_cl/sta…
据说懂王压力很大，一键止损不太可能，分批止损有后遗症，感觉最后会掷骰子拍板😂 x.com/CloudLi_cl/sta…
最近两个月是自22年年底以来BTC第一次没有跟上黄金的上涨步伐，而是同步了美股，可见黄金拥有的对冲美元信用风险、通胀风险和地缘政治风险在BTC上还很难复制。
衰退交易提前登场了，无奈的是这个过程要多久，程度有多深主要取决于川普的折腾威力，资本厌恶不确定性，在美股开始走熊的前提下，黄金和大A很亮眼，只是需要警惕美国经济进入深度衰退的可能，这种情况任何资产将无一幸免，血流成河，看看大总统有没止损能力。 x.com/CloudLi_cl/sta…
衰退交易提前登场了，无奈的是这个过程要多久，程度有多深主要取决于川普的折腾威力，资本厌恶不确定性，在美股开始走熊的前提下，黄金和大A很亮眼，只是需要警惕美国经济进入深度衰退的可能，这种情况任何资产将无一幸免，血流成河，看看大总统有没止损能力。 x.com/CloudLi_cl/sta…
破裂不需要怀疑，是否会这么快到来还需观察。x.com/CloudLi_cl/sta…
明年以AI为代表的科技股泡沫破裂风险比经济衰退的风险更高，最近o3的推出其实已经反应出大模型进展不如预期，尤其从算力成本和应用盈利的角度更能说明问题，而经济衰退的滞后期相对更长。
明年一季度以后的交易难度将会大幅增加，最主要的风险就是今年反复讲的美国经济衰退的问题，尤其观察美股什么时间在加速冲顶就意味着资本在提前反应之后的衰退，虽然最近很多经济学家都认为会软着陆，川普上台又增加了信心，但请务必保持独立思考，很可能你所看到的与实际恰恰相反。
雨露均沾 不负遇见 x.com/CloudLi_cl/sta…
cloudli retweeted
When Bitcoin hits $100,000 I will give 1 BTC to one person who follows me. The rules are simple: - like this tweet, follow me and RT - comment “100k incoming” Let’s go! $BTC #bitcoin
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