Dennis Liu@virtualbacon · 2 天前市场影响Inflation and debasement aren't the same thing.
Inflation is prices going up. Debasement is the dollar itself losing value as more of it gets made.
Bitcoin is priced in dollars and has fewer than 2 million coins left to mine. That's why I'm bullish on it long term
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Dennis Liu@virtualbacon · 2 天前观点输出Selling is one of my weak spots because I'm so biased to be bullish on Bitcoin
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dennis Liu@virtualbacon · 2 天前赛道影响I asked my AI stack to create wallets and farm crypto airdrops for me. Every model refused, and it's not even against the law. So apparently you have to run your own models locally
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Dennis Liu@virtualbacon · 2 天前赛道影响1 Million Subs AMA: Why I'm So Bullish on Bitcoin and Altcoins Right Now https://t.co/QnVrPc4kAi
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Dennis Liu@virtualbacon · 2 天前观点输出Safest 3x in alts? The highest market cap coins you can still get cheap enough. I think XRP can easily do it from here, to like $4 https://t.co/2ZwXpeUzdb
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dennis Liu@virtualbacon · 2 天前政策影响☕️ GM! Here are the most important market events over the last 24 hours:
🌍Market Overview:
🔸 Meta's Q3 revenue rose 26% to $64.6B vs a $63.37B estimate, and it raised the low end of its full-year capex plan to $135B-$145B, a sign the AI spending race is still speeding up. #Meta
🔸 Anthropic opened a preview of Claude Duet, an AI agent for small businesses and professionals that sends daily briefs and builds dashboards and forecasts, taking on Meta's Muse and OpenAI's Dots. #AI
🔸 Tesla beat Q3 estimates at 48 cents a share vs 43 cents even as profit fell 43%, and cut its full-year capex guide to $20B from $25B. Shares slid more than 3% in extended trading.
🔸 OpenAI's models found two critical flaws in PHP, which runs about 70% of websites. The NSA told sites to patch or go offline, and Cloudflare saw millions of exploit attempts as CZ warned crypto users.
🔸 The Energy Department will release up to 315,000 barrels from the Northeast Home Heating Oil Reserve, the first time in its 26-year history it will be used to lower prices, aiming at a fuel cost that feeds inflation.
🔸 OpenAI will sell its models through Google's cloud, widening its enterprise push to all three top clouds.
🪙Crypto Updates:
🔸 Solana's Alpenglow went live on mainnet Wednesday, its largest consensus upgrade since 2020, cutting the time for a transaction to become irreversible from about 12.8 seconds to roughly 150 milliseconds. #Solana
🔸 The XRP Ledger's fixCleanup3_4_0 bug fix slipped from Oct. 23 to Nov. 4 after validator support briefly fell to 26, resetting its 14-day clock. Support is back at 31 of 35. #XRP
🔸 The OCC became the first federal banking regulator to finalize GENIUS Act stablecoin rules, which take effect Jan. 18, 2027. Exchanges' existing stablecoin rewards programs will need its sign-off. #Crypto
🔸 Chainlink said more than $15B in token value moved to its CCIP cross-chain network in 2026, as it shipped CCIP 2.0 and widened its work with Swift and DTCC.
🔸 Kaspa's KCC Coordination Forum finalized KCC-1, KCC-2 and KCC-20, standards for covenant apps and native tokens.
🔸 Cardano Foundation said 100,000 Indian farms are now registered on Cardano through 5am.earth, whose treasury proposal seeks 10 million ADA over 18 months.
41SafeTrade is where the new mining coins list first, but I wouldn't keep more than $10,000 on it. It's not that liquid, and anything over $10K gets huge slippage
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dennis Liu@virtualbacon · 2 天前观点输出Every altcoin is garbage compared to Bitcoin. Your Ethereum, your Solana, your Hyperliquid, all of them.
Zoom out long enough and they all end up underperforming it. If you don't believe that, you'll have a rude awakening eventually
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dennis Liu@virtualbacon · 2 天前观点输出Why would you be pissed if Bitcoin doesn't go down anymore?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dennis Liu@virtualbacon · 2 天前观点输出If you hold Arbitrum, it's not going to zero. When Bitcoin bounces, it goes up
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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