一笑而过sun
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$Ethereum (ETH.CC)$ For the trading winners, we need to set a sell target.
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$Bitmine Immersion Technologies (BMNR.US)$ Minimum 20% gain expected for tomorrow
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一笑而过sun
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$Regencell Bioscience (RGC.US)$ Will it reach 50 today?
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一笑而过sun
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📊💥 When you focus on short-term fluctuations, the long-term CAGR has already made the answer quite clear.
This table conveys only one core message:
High compound growth assets inevitably come with high volatility.
Placing Bitcoin, S&P 500, and Gold on the same CAGR timeline reveals a fact overlooked by many.
1️⃣ Why does Bitcoin appear negative from a one-year perspective?
Because CAGR is not an indicator designed for a "one-year" horizon.
For assets with annualized returns of 30%–100%:
• A single year may experience declines of -30%, -50%, or even deeper retracements,
• which is not abnormal,
• but rather a mathematically inevitable trajectory.
You cannot expect high-growth assets to exhibit "linear growth" from the perspective of stable assets.
2️⃣ Over an extended period, structural differences become immediately apparent.
From 3 years, 5 years, 10 years to 14 years:
• Bitcoin's CAGR has consistently been significantly higher than traditional assets.
• The S&P 500 is stable but has a clear ceiling.
• Gold behaves more like a defensive asset rather than a growth engine.
This is not an emotional conclusion but rather the result of time filtering the attributes of different assets.
3️⃣ The real misconception: equating "volatility" with "risk."
For assets with a high CAGR:
• Volatility ≠ Risk
• The risk lies in the disruption of growth assumptions.
As long as the long-term growth logic remains:
• Technology adoption
• Network effects
•资...
This table conveys only one core message:
High compound growth assets inevitably come with high volatility.
Placing Bitcoin, S&P 500, and Gold on the same CAGR timeline reveals a fact overlooked by many.
1️⃣ Why does Bitcoin appear negative from a one-year perspective?
Because CAGR is not an indicator designed for a "one-year" horizon.
For assets with annualized returns of 30%–100%:
• A single year may experience declines of -30%, -50%, or even deeper retracements,
• which is not abnormal,
• but rather a mathematically inevitable trajectory.
You cannot expect high-growth assets to exhibit "linear growth" from the perspective of stable assets.
2️⃣ Over an extended period, structural differences become immediately apparent.
From 3 years, 5 years, 10 years to 14 years:
• Bitcoin's CAGR has consistently been significantly higher than traditional assets.
• The S&P 500 is stable but has a clear ceiling.
• Gold behaves more like a defensive asset rather than a growth engine.
This is not an emotional conclusion but rather the result of time filtering the attributes of different assets.
3️⃣ The real misconception: equating "volatility" with "risk."
For assets with a high CAGR:
• Volatility ≠ Risk
• The risk lies in the disruption of growth assumptions.
As long as the long-term growth logic remains:
• Technology adoption
• Network effects
•资...
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一笑而过sun
commented on
Key Takeaways (AI-Generated)
Financial Performance:
- **Q1 2026 Revenue**: Micron reported record fiscal Q1 2026 revenue of $13.6 billion, marking a 57% year-over-year increase and a 21% sequential growth, driven by strong product mix and tight supply conditions.
- **DRAM and NAND Revenue**: DRAM revenue reached $10.8 billion, comprising 79% of total revenue with a 69% year-over-year increase. NAND revenue was also a record at $2.7 billion, representing 2...
Financial Performance:
- **Q1 2026 Revenue**: Micron reported record fiscal Q1 2026 revenue of $13.6 billion, marking a 57% year-over-year increase and a 21% sequential growth, driven by strong product mix and tight supply conditions.
- **DRAM and NAND Revenue**: DRAM revenue reached $10.8 billion, comprising 79% of total revenue with a 69% year-over-year increase. NAND revenue was also a record at $2.7 billion, representing 2...
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一笑而过sun
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$NVIDIA (NVDA.US)$ just TP at 180 tonight and repeat.
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一笑而过sun : 6 thousand