To The Moon

$Coinbase Global, Inc.(COIN)$ The team can solve so many regional compliance issues, so it should be quite capable. This requires further research on the founder's work and publicly available information. The key is to assess their integrity and awareness of shareholder returns. Regarding business risks, we need to consider the costs required for market expansion. Additionally, Coinbase currently holds a large proportion of Circle's shares. We need to figure out how much profit can actually be retained and whether there are other competitors.

$Strategy(MSTR)$ MSTR is an obvious target being watched by all the big short - sellers. ($Microstrategy(MSTR)$) If a liquidity crisis similar to that in March 2020 (when oil futures turned negative) occurs in the medium term, MSTR would be one of the best options with the least resistance.

$TRIP.COM-S(09961)$ really killed it in 2024! Their net revenue hit 53.3 billion yuan, up 20% from last year; net profit jumped 72% to 17.1 billion yuan, a new all time high! Plus, their stock price soared from 275 HKD per share at the start of the year to 537 HKD per share by year end, pushing their market cap to nearly 350 billion HKD, making them the highest-valued travel company listed. With performance like that, I’m seriously bullish on their future, definitely a stock to keep an eye on.

$Coinbase Global, Inc.(COIN)$ Is there a possibility that extremely high tariffs drive a sharp increase in the scale of smuggling? → Smuggling can completely be settled in US - dollar stablecoins, bypassing the traditional financial system. → The adoption of blockchains for stablecoin transfer surges, and on - chain cash management and various RWA (Real - World Assets) products boom... Alas, just daydreaming again.

$Strategy(MSTR)$ If Bitcoin (BTC) firmly stays below the annual moving average, it will likely drop to the range of 60,000 - 65,000. Then, it will be a great time for MicroStrategy (MSTR). Maybe, it will be a beautiful black swan event. It is completely decoupled from the real economy and is not affected by tariffs. It is a pure digital Ponzi scheme, which meets the needs of Wall Street.

$Coinbase Global, Inc.(COIN)$ This company is actually very profitable. According to the current financial report, its gross margin is 85% and the profit margin is 40% (How many companies can achieve this? ) - What's more relevant is the trading volume. For example, during that surge in the market around the general election, it has relatively little to do with the company's own price (compared with MSTR and mining stocks). - Major institutions may have their own trading platforms now.

$Strategy(MSTR)$ I will only consider re-entering the market when the price of Bitcoin drops to around below 80,000. The price of Bitcoin might bottom out earlier, but Saylor needs to first account for the 100 (units are not clear here) that he bought due to FOMO when the price was between 95,000 and 100,000.

$Coinbase Global, Inc.(COIN)$ Stablecoins mainly aim to capture scenarios, distributors, and merchants to build their own network effects. Currently, Circle is providing subsidies to Coinbase and Binance. If USDC grows rapidly, USDT may also offer subsidies. In the future, we may witness a subsidy war among stablecoins.

$Strategy(MSTR)$ Taking advantage of the overnight rebound in U.S. stocks, the amateur macro analysis master shouted, "There's no need to worry. I, Hu Hansan, am back in the market with a full position again!" As a result, the "know-it-all" announced the tariff plan, and the macro master's full position was buried. I watched the scene with glee and found it quite interesting. Since the collapse of U.S. stocks in this round, why have I been constantly making short-term large swings in trading $Microstrategy (MSTR)$ and have reaped rich rewards? It stems from a basic judgment: that is, the bull market in U.S. stocks may have been interrupted by the "know-it-all". Although we can't

$Coinbase Global, Inc.(COIN)$ Tomorrow's operation: In the next few days, I think there is a high probability that the price will still be pulled up to challenge 90,000. During this process, I will gradually take profits on my options and convert them into mining stocks. However, if the trend is weak, for example, if it lingers for a day or two and can't even break through 85,000, I will halve my option position and convert it into cash, waiting for better opportunities to buy the dips in both the stock market and the cryptocurrency market in the future.