BTCFREE

JPMorgan significantly bearish on #Tesla ~
Quickly close some call options and lock in profits ~

The war between the US and Iran will last a year, or even longer—
be mentally prepared for it.

Tomorrow, Trump will say: Just kidding~
I just want to test the support level of the US stock market~

Everyone is watching Trump's next move~
And the real variable is how Iran responds to this blow~
The logic is simple: U.S. military actions are predictable—the targets to hit, the weapons to use, the timing windows—Wall Street has already priced all of that in.
But Iran's reaction is the true unpredictable variable for the market~
If the U.S. forces forcibly seize an island and open the Strait of Hormuz, Iran faces two options:
Option one: swallow it, lose face in negotiations, but preserve its survival space. This is the rational choice and also the hardest to achieve—no regime can claim to h

There is no negation, nor is there any derogatory meaning~
De-mystification is a good description~

The most superficial and ignorant idea people have is to measure a person's success, ability, and level by the amount of money they have. How shallow and ignorant is that~
Li Bai spent most of his life in poverty, and Du Fu died on a boat returning home. Tesla was impoverished for most of his life, his patents were stolen, and in his later years he lived in hotels, relying on credit.
Are those who accumulate wealth through connections, luck, or the red tides of the era truly capable? Or did they just happen to be in the right place at the right time? For example, xxx
Masters do not need to pro

Many people think Duan Yongping is especially impressive~
I honestly don't think so~
Especially when he bought NVIDIA at this price, bought Tesla, and also bought Pop Mart~
Don't mythologize any individual~

Today is April 7—the deadline for Trump's 48-hour final ultimatum ends today～
With the chess game now at this stage, three fronts are tightening at the same time:
Military front: On April 3, two U.S. aircraft were shot down within a single day—one F-15E over Iran, and one A-10 near the Strait of Hormuz. Iran’s air defenses haven’t collapsed, and fighting is much harder than expected～
Diplomatic front: Trump threatened to bomb Iran’s power plants and bridges today; the United Nations responded directly: this would violate international law. The ultimatum has been repeatedly extended, and Saudi

You can actually fill up with 95 octane gasoline for less than 8 yuan at private gas stations~
How can state-owned enterprises compare~

President Trump will be speaking again in a moment~

Comprehensive Risk Map~
January ██████░░░░ Medium Risk Hold Cash and Watch
February ███░░░░░░░ Low Risk ✅ Small Position Testing
March ████████░░ High Risk ⚠️ Illusion of Opportunity
April ███████░░░ Medium-High Risk Review and Adjust
May █████░░░░░ Medium Risk ✅ Light Position Participation
June ██████████ Very High Risk 🔴 Stay in Cash and Observe
July ██████████ Very High Risk 🔴 Full Exit
August ███████░░░ Medium-High Risk Start Research
September ██░░░░░░░░ Low Risk ✅ Focused Deployment
October ██░░░░░░░░ Low Risk ✅ Continue Increasing Positions
November

If the Middle East conflict turns into a prolonged war, lasting six months or even over a year, the global economy will collapse~
This probability has already risen from zero initially~
#IranWar‌

For the U.S. military with an absolute technological advantage (technology gap), night raids for island seizures are the best choice~
It's currently around noon Dubai time. In eight or nine hours, will there be any movement?
#IranWar‌

Tips for passing the US visa interview:
Be confident and fluent in Chinese during the conversation~
Haha~
Don't rely on your CET-6, TOEFL, or IELTS speaking scores~

The private credit market is starting to break down—
Blue Owl's technology credit fund OTIC received a 40.7% redemption request in the last quarter, up from only 15.4% the previous quarter. More than doubling, this is not market volatility; investors are collectively rushing for the exits—
But the door is only slightly open: Blue Owl, following industry practice, has capped redemptions at 5%—
41% of investors want to exit, only 5% can leave—
The remaining 36% are locked inside—
This is not an isolated case: Ares has an 11.6% redemption request, Apollo 11.2%, and Blackstone's HPS is a

What signals are these?~
$600 million worth of OpenAI shares, searching for buyers—no deals made~
The same amount last year was snapped up within days~
This comparison clearly shows that: AI money is cooling off~
It’s not that OpenAI has a problem.
It’s that smart money is starting to do the math—
Spending hundreds of millions of dollars to buy shares in a company that can’t go public, can’t exit, and is priced based on "believing in the future," in 2026 when interest rates are still high and the market is beginning to shake, the risk-reward ratio of this deal has quietly flipped~
What were th