BITWU
BITWU
Bitwu 星球唯一账号！ x.com/bitwux
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Today's focus:
1️⃣ BlackRock has applied for a new Bitcoin-related fund, aiming to provide some downside protection, but it also limits upside participation and clearly states that protection is not guaranteed.
2️⃣ Additionally, Mesh announced a partnership with Visa, planning to enable crypto asset balances in wallets to be used for everyday payments.
The usefulness of Grokbot lies in its almost seamless integration with X. Besides gathering information from X, you can entrust it with managing your direct messages.
It can not only assist you in business negotiations but also, according to your choices and needs, help you agree to or reject matters that are completely unsuitable for you.
Moreover, it is quite sensitive to risks; without verifying the situation or obtaining my permission, it will not open any files sent by others.
Recently, it has managed my X direct messages very well, providing me with a regular report every day about who I talked to, which conversations are beneficial to me, suggestions on what I should do next, as well as which are unsuitable and pose risks to me, explaining the reasons, and then letting me make the final decision.
I think if this form continues to develop, humans will find it hard to do without such Agents.
I really don't understand the extent of consumption downgrade in the country now.
After the 9.9 yuan for three jin grilled fish, now there's 9.9 yuan for 70 minutes of 8 beauty treatments!
Is it only the crypto world that is still living in luxury? 😂
I have a feeling that we might not be far from the time when 99 yuan can get you a full commercial K experience!
Elon Musk @elonmusk is going to give every American kid one $SPCX stock,
This is really awesome, the next generation of Americans each holding a rocket ticket, making 500 trillion a reality?
BTW @grok, how many American kids are there in total, and how much money will Musk have to give out with this move?
E finally showed some promise this time, outperforming BTC in Q3!
BTC's long-term logic is relatively straightforward, mainly centered around scarcity, monetary attributes, and global allocation demand for pricing.
ETH is much more complex; its value depends simultaneously on technological competition, ecosystem adoption, economic models, and capital market preferences.
This has been and will continue to be the core divergence in ETH valuation over the past and coming years.
The same logic also applies to stablecoins and RWA.
So from this perspective, I still have a long-term optimistic view of Ethereum's industry position, but I will no longer unconditionally be bullish on ETH's price—I won't be dreaming of that 10,000 again! 😂
After looking at this company's financial report, I can only say it's quite miserable; not every company is suited to blindly hoard coins!
The 2026 financial report of ANAP, a Japanese TSE-listed apparel company, shows:
Last year, it made a book profit of 1.219 billion yen from hoarding Bitcoin, but this year it directly turned into a valuation loss of 4.375 billion yen, roughly equivalent to 180 million RMB.
After digging a bit, I found ANAP is really unlucky;
It has had operating losses for seven consecutive years, and in 2024 it even fell into insolvency. Last year, including Bitcoin, it lost about 3.4 times its entire annual operating revenue.
The ridiculous part is yet to come—
According to the announcement, from May to August this year, it lent out 50 bitcoin:native and earned only about 0.192 BTC in returns.
Damn, this is far worse than the trading skills of the community members!
So not every company is a Strategy, and not every company has the strength to do BTC Treasury.
Grokbot is almost up and running this week, and there is definitely room for improvement. Here are a few things I personally think are pretty good:
It saves me a lot of time:
1️⃣ It collects information streams about X for me every day, such as the hottest posts and reasons for their popularity in both the English and Chinese communities; it also lists which ones can be my topics and help me think.
2️⃣ It directly handles my issues via private messages on X. I gave it the highest permissions, so most of the private messages you send me are actually replied to by the Bot, which saves me the time of checking messages every day.
3️⃣ For English learning, it generates audio based on my daily chat content and focus points for me to listen to blindly and have conversations with me, just like an English teacher who knows you and chats with you daily about topics you’re interested in.
4️⃣ Management of the TG group still needs to evolve, but it’s good that the first step has been taken. The Bot also reviews and improves it daily.
5️⃣ The Bot acts as a scheduling center, delegating complex tasks to Codex or Claude, which might become a trend in the future.
If anyone is interested, let’s exchange and help each other on how to use it better:
1️⃣ Growth in stablecoin payments is outpacing the expansion of their supply,
2️⃣ BTC and ETH spot ETFs both saw net outflows last week, and capital demand has yet to show clear recovery.
3️⃣ Large-scale forced liquidations occurred in weekend stock perpetuals.
Points to watch:
At 21:30 on October 19 (Beijing time), when the US stock market opens normally, we can observe whether the price gap between chip stock spot trading and weekend on-chain stock perpetuals converges.
Meanwhile, CME had planned to launch BCH and UNI futures on October 19, but the official announcement still states they are pending regulatory review.
