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BlockBeats 消息,7 月 5 日,「字节炒股赚 3000 万」主角 Leto Bao 在 Binance 广场复盘美股投资经历已结束,其部分发言如下:
去年 8 月左右,其投资风格已转向价值投资,主要仓位配置在指数,尤其是纳斯达克 100,另有部分仓位投向其主动选择的公司,如 Google。当时他因想通过量化方式搭建数据库、回测投资策略,在拼多多购买了两块硬盘,随后发现硬盘价格持续上涨。
他表示,硬盘涨价成为其关注存储赛道的第一个信号。当时已有报告提到 AI 驱动内存涨价,而硬盘价格同步上涨。第二个信号来自其 Data Engineer 工作经历,字节跳动当时也在要求团队缩短数据生命周期,即减少数据存储时间,例如从两三年缩短至一年或半年,并删除多余数据,原因是存储资源不足。
Leto Bao 称,基于硬盘涨价、AI 存储需求和研报分析,他最初买入部分相关标的,但没有直接重仓,因为当时尚未看到实锤信号。之后他通过 13F 机构持仓发现,机构连续三个季度加仓相关方向,才开始加大仓位,并一直持有至今。他表示,自己目前仍持有存储相关仓位,并已获得较大收益。
关于经济指标,Leto Bao 称,CPI 物价指数,也是美联储重点关注的指标之一。若 CPI 较高,通常意味着通胀压力较大;若 CPI 较低,则可能反映通缩压力。美联储长期目标是将通胀维持在 2% 左右,这代表一种温和通胀环境,意味着货币缓慢贬值,同时投资、消费和信贷活动处于相对良性状态。非农数据也会对市场判断产生影响。就业过热与通胀之间存在一定相关性,但宏观经济指标之间关系复杂,并非简单的线性推导。美联储则负责制定与利率相关的经济政策,并通过政策调整服务美国经济运行。
Leto Bao 认为,CPI、非农、美联储政策和财报季都不能简单视为「噪音」,均具有一定参考意义。他提到,自己此前投资英伟达时曾忽视加息大环境,导致账户出现大幅回撤,因此宏观因素仍需要纳入投资判断。
最后,Leto Bao 建议投资应尽早开始,并尽早将资金配置到相关资产中。未来很多工作和岗位都会受到 AI 影响,因此普通人若想对冲被 AI 取代的风险,可以考虑将资金投入到 AI 相关公司中。
Leto Bao 是字节跳动前员工,被称为「字节炒股哥」。因美股投资抓住 AI 存储赛道实现大幅盈利,网传赚取约 3000 万元人民币并辞职。故事起源于他在拼多多买硬盘时发现价格异常上涨,进而研究数据存储需求并重仓相关股票。
资金费率Top
PF_BANDUSD | 2.0300%4h |
PF_GIGAUSD | 2.0140%4h |
PF_CGPTUSD | 2.0104%4h |
PF_ALICEUSD | 1.9911%4h |
PF_MOGUSD | 1.9770%4h |
多空比
BTC | 1.27 | |
ETH | 1.49 | |
SOL | 1.26 | |
XRP | 1.42 | |
DOGE | 1.33 |
全球指数
加密货币大数据
# | 名称 | 价格 | 24H涨跌 | 7D涨跌 | 市值 | 交易额/量 | 流通率 | 7D价格趋势线 | ||
|---|---|---|---|---|---|---|---|---|---|---|
1 | BTC Bitcoin | $62826.4 | +0.05% | +4.58% | $1,260B | $14.7B 233.71KBTC | ![]() 95.5% | |||
2 | ETH Ethereum | $1775.68 | -0.60% | +12.40% | $214.21B | $29.35B 5.56METH | ![]() ∞ | |||
3 | USDT Tether | $1 | +0.00% | +0.00% | $183.13B | $238.57M 239.91MUSDT | ![]() ∞ | |||
4 | BNB Binance ... | $588.8 | +2.47% | +6.03% | $79.64B | $955.15M 1.65MBNB | ![]() 67.4% | |||
5 | USDC USD Coin | $1.0006 | -0.01% | -0.06% | $73B | $2.57B 2.56BUSDC | ![]() ∞ | |||
6 | XRP Ripple | $1.1382 | -2.91% | +8.44% | $70.78B | $4.73B 3.05BXRP | ![]() 62.2% | |||
7 | SOL Solana | $81.38 | -0.83% | +13.43% | $47.43B | $3.97B 24.86MSOL | ![]() ∞ | |||
8 | TRX TRON | $0.3302 | +1.46% | +1.89% | $31.23B | $306.63M 935.74MTRX | ![]() ∞ | |||
9 | MVT MOTHER V... | $2.66 | +3.50% | +3.50% | $26.6B | $1.24M 489.68KMVT | ![]() 100% | |||
10 | STETH Lido Sta... | $1774.29 | +0.16% | +12.33% | $16.15B | $2.06M 1.16KSTETH | ![]() ∞ | |||
11 | HYPE Hyperliq... | $69.651 | -1.24% | +10.83% | $15.5B | $116.66M 1.68MHYPE | ![]() 22.2% | |||
12 | DOGE Dogecoin | $0.07709 | -1.39% | +4.84% | $11.39B | $1.42B 17.11BDOGE | ![]() ∞ | |||
13 | USDS USDS Sta... | $1.0005 | -0.02% | -0.06% | $10.14B | $2.99M 2.99MUSDS | ![]() ∞ | |||
14 | LEO UNUS SED... | $9.195 | +0.82% | -2.62% | $8.5B | $2.79M 295.47KLEO | ![]() ∞ | |||
15 | ZEC Zcash | $464.41 | -1.18% | +20.65% | $7.65B | $228.71M 501.38KZEC | ![]() 80% | |||
16 | WBTC Wrapped ... | $62513.1 | -0.34% | +4.42% | $7.3B | $13.28M 211.43WBTC | ![]() ∞ | |||
17 | ADA Cardano | $0.1896 | +1.44% | +31.39% | $7.06B | $2.41B 3.12BADA | ![]() 82.8% | |||
18 | XLM Stellar | $0.2009 | -3.70% | +17.58% | $6.82B | $328.02M 1.62BXLM | ![]() 68% | |||
19 | WBT WhiteBIT... | $56.605 | +0.17% | +17.50% | $6.71B | $55.7M 980.33KWBT | ![]() 29.5% | |||
20 | WBETH Wrapped ... | $1952.36 | +0.15% | +12.44% | $6.57B | $1.98M 1.01KWBETH | ![]() ∞ | |||
21 | XMR Monero | $327.54 | -1.46% | +5.82% | $6.16B | $81.95M 250.24KXMR | ![]() ∞ | |||
22 | LINK ChainLin... | $7.978 | -0.92% | +9.88% | $5.97B | $263.54M 33.06MLINK | ![]() 74.8% | |||
23 | GRAM Gram (pr... | $1.769 | -2.22% | +13.47% | $4.78B | $252.42M 143.10MGRAM | ![]() ∞ | |||
24 | BCH Bitcoin ... | $237.5 | +2.76% | +23.24% | $4.77B | $1.23B 4.05MBCH | ![]() 95.5% | |||
25 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.61B | $28,446.94 28.59KDAI | ![]() ∞ | |||
26 | TON Toncoin | $1.67 | +0.00% | +0.00% | $4.51B | $7.77M 4.50MTON | ![]() ∞ | |||
27 | WETH wETH | $1773.57 | +0.10% | +12.35% | $4.24B | $25.31M 14.27KWETH | ![]() ∞ | |||
28 | LTC Litecoin | $45.14 | +0.28% | +5.05% | $3.49B | $628.15M 6.11MLTC | ![]() 92.1% | |||
29 | HBAR Hedera | $0.0755 | +1.26% | +6.02% | $3.2B | $57.65M 765.11MHBAR | ![]() 85% | |||
30 | CORA CONSORA | $3.1027 | -0.92% | -0.92% | $3.14B | $1.46M 471.08KCORA | ![]() 100% | |||
31 | WEETH Wrapped ... | $1916.4 | +0.00% | +10.49% | $3.13B | $2,400.45 1.24WEETH | ![]() ∞ | |||
32 | SUI Sui | $0.7551 | -1.22% | +10.04% | $3.05B | $2.23B 1.90BSUI | ![]() 40.5% | |||
33 | AVAX Avalanch... | $6.931 | -0.54% | +9.98% | $2.99B | $418.71M 25.20MAVAX | ![]() 60% | |||
34 | USD1 World Li... | $0.9996 | -0.02% | -0.10% | $2.99B | $239.93M 240.04MUSD1 | ![]() 100% | |||
35 | PYUSD PayPal U... | $1.0008 | -0.01% | -0.02% | $2.86B | $8.35M 8.35MPYUSD | ![]() ∞ | |||
36 | CRO Cronos | $0.0605 | -0.97% | +11.31% | $2.78B | $1.47B 146.50MCRO | ![]() 46.1% | |||
37 | NEAR NEAR Pro... | $1.992 | -1.59% | +6.98% | $2.59B | $1.07B 539.91MNEAR | ![]() ∞ | |||
38 | SHIB Shiba In... | $0.0{5}4345 | -2.52% | +3.87% | $2.56B | $129.01M 29.58TSHIB | ![]() 100% | |||
39 | XAUT Tether G... | $4166.3 | +0.13% | +2.35% | $2.55B | $30.07M 6.36KXAUT | ![]() ∞ | |||
40 | TAO Bittenso... | $213.2 | -0.56% | +2.45% | $2.37B | $102.36M 478.09KTAO | ![]() 52.8% | |||
41 | DEXE DeXe | $24.589 | +3.98% | +9.95% | $2.06B | $11.49M 497.71KDEXE | ![]() ∞ | |||
42 | UNI Uniswap | $3.145 | -3.03% | +7.59% | $1.95B | $355.63M 112.96MUNI | ![]() 62.1% | |||
43 | PAXG PAX Gold | $4169.6 | +0.07% | +2.30% | $1.89B | $21.14M 5.07KPAXG | ![]() ∞ | |||
44 | M MemeCore | $1.4115 | -3.93% | +104.74% | $1.86B | $11.54M 8.09MM | ![]() 13.2% | |||
45 | OKB OKB | $80.07 | -1.78% | +2.82% | $1.68B | $107.76M 1.31MOKB | ![]() 100% | |||
46 | WLFI World Li... | $0.05965 | +5.65% | +2.96% | $1.63B | $37.68M 643.18MWLFI | ![]() 27.3% | |||
47 | ONDO Ondo | $0.331 | -0.84% | +6.67% | $1.61B | $60.84M 183.76MONDO | ![]() 48.7% | |||
48 | HTX HTX DAO | $0.0{5}1766 | -11.72% | +5.73% | $1.61B | $64.1M 37.39THTX | ![]() 90.6% | |||
49 | DOT Polkadot | $0.8795 | -0.20% | +9.70% | $1.49B | $62.04M 70.57MDOT | ![]() 80.6% | |||
50 | MNT Mantle | $0.4422 | -1.23% | +4.04% | $1.46B | $11.11M 25.01MMNT | ![]() 53.1% | |||
51 | WLD Worldcoi... | $0.4112 | -4.02% | -7.60% | $1.44B | $2.15B 5.23BWLD | ![]() 35.1% | |||
52 | USDF Falcon U... | $0.9972 | +0.01% | +0.11% | $1.42B | $194,280.06 194.84KUSDF | ![]() ∞ | |||
53 | USDD Decentra... | $0.9998 | +0.04% | +0.04% | $1.41B | $764,855.51 765.04KUSDD | ![]() ∞ | |||
54 | JLP Jupiter ... | $3.7047 | -0.21% | +8.26% | $1.39B | $2,916.74 786.73JLP | ![]() ∞ | |||
55 | AAVE Aave | $89.32 | -0.28% | +0.74% | $1.36B | $765.6M 8.62MAAVE | ![]() 94.9% | |||
56 | BFUSD BFUSD | $0.9993 | -0.02% | -0.03% | $1.32B | $361,395.51 361.67KBFUSD | ![]() ∞ | |||
57 | BXID BONDXID | $0.1296 | +14.20% | +14.20% | $1.3B | $45,667.58 356.64KBXID | ![]() 100% | |||
58 | SKY Sky Prot... | $0.05548 | -3.87% | +11.31% | $1.29B | $12.43M 221.50MSKY | ![]() 99.4% | |||
59 | MCS Money Co... | $0.2527 | -0.02% | -0.02% | $1.26B | $3,010.41 11.91KMCS | ![]() 100% | |||
60 | PI Pi Netwo... | $0.1138 | -1.90% | -10.33% | $1.24B | $7.59M 65.67MPI | ![]() 10.9% | |||
61 | ICP Internet... | $2.201 | -2.01% | +2.51% | $1.22B | $29.48M 13.27MICP | ![]() ∞ | |||
62 | BGB Bitget T... | $1.7175 | -0.32% | +4.99% | $1.2B | $22.3M 12.42MBGB | ![]() 35% | |||
63 | PEPE Pepe | $0.0{5}2708 | -9.74% | +13.68% | $1.14B | $305.56M 112.89TPEPE | ![]() 100% | |||
64 | ETC Ethereum... | $7.128 | -2.89% | +1.35% | $1.12B | $65.82M 9.17METC | ![]() 74.3% | |||
65 | ASTER Aster | $0.641 | -0.67% | +3.43% | $1.06B | $26.96M 41.97MASTER | ![]() 20.7% | |||
66 | WBNB Wrapped ... | $587.4142 | +2.36% | +5.81% | $1.03B | $4.25M 7.23KWBNB | ![]() ∞ | |||
67 | U United S... | $1.0008 | -0.01% | -0.03% | $1.02B | $22.54M 22.53MU | ![]() ∞ | |||
68 | KCS KuCoin T... | $7.151 | +0.91% | +6% | $985.86M | $9.18M 1.22MKCS | ![]() 68.6% | |||
69 | QNT Quant | $67.29 | -2.03% | +2.40% | $977.68M | $4.05M 59.91KQNT | ![]() 99.5% | |||
70 | BEAT Audiera | $2.8785 | -4.81% | +14.52% | $890.76M | $7.83M 2.75MBEAT | ![]() 30.9% | |||
71 | NOX Nova X U... | $0.878 | +2.23% | +2.23% | $880.8M | $479,537.92 555.25KNOX | ![]() 100% | |||
72 | USDGO USDGO | $1.0011 | -0.01% | -0.02% | $879.18M | $56,699.12 56.64KUSDGO | ![]() ∞ | |||
73 | KAS Kaspa | $0.03119 | +0.06% | +12.39% | $854.99M | $8.59M 276.07MKAS | ![]() 95.8% | |||
74 | RENDER Render N... | $1.595 | +0.06% | +3.23% | $827.8M | $21.5M 13.40MRENDER | ![]() 80.5% | |||
75 | BNSOL Binance ... | $91 | -0.66% | +13.60% | $819.6M | $1.38M 15.16KBNSOL | ![]() ∞ | |||
76 | JITOSOL Jito Sta... | $105 | -0.20% | +13.51% | $814.74M | $207,329.42 1.98KJITOSOL | ![]() ∞ | |||
77 | ATOM Cosmos | $1.563 | -2.32% | -0.20% | $808.15M | $1.15B 65.38MATOM | ![]() ∞ | |||
78 | ALGO Algorand | $0.09034 | -0.32% | +4.91% | $808M | $34.92M 187.77MALGO | ![]() 89.5% | |||
79 | JST JUST GOV | $0.09244 | +3.41% | +4.40% | $789.76M | $21.58M 236.22MJST | ![]() 86.3% | |||
80 | POL POL (ex-... | $0.07322 | -0.82% | +2.40% | $782.67M | $15.94M 216.99MPOL | ![]() ∞ | |||
81 | JUP Jupiter ... | $0.2408 | +2.25% | +12.36% | $763.93M | $14.65M 61.68MJUP | ![]() ∞ | |||
82 | NEXO Nexo | $0.765 | -0.98% | +6.88% | $762.97M | $4.32M 5.62MNEXO | ![]() 100% | |||
83 | 币安人生 币安人生 | $0.7515 | -1.10% | +4.60% | $749.95M | $37.69M 48.91M币安人生 | ![]() 100% | |||
84 | ENA ENA | $0.07838 | -1.55% | +4.13% | $748.41M | $151.59M 1.92BENA | ![]() 63.7% | |||
85 | ADI ADI | $5.8003 | +0.80% | +16.96% | $727.29M | $4.57M 788.53KADI | ![]() 12.5% | |||
86 | GT Gatechai... | $6.74 | -0.74% | +2.58% | $717.48M | $2.17M 320.90KGT | ![]() 74.7% | |||
87 | GFO GoodFund... | $0.06937 | -0.03% | -0.03% | $695.3M | $20,586.69 297.06KGFO | ![]() 100% | |||
88 | STABLE Stable | $0.03405 | -1.01% | -8.89% | $693.57M | $11.23M 326.85MSTABLE | ![]() ∞ | |||
89 | LBTC Lombard ... | $63500 | +0.79% | +4.09% | $651M | $72.55 0.00LBTC | ![]() ∞ | |||
90 | PUMP Pump.fun | $0.001606 | +2.22% | +9.10% | $644.9M | $22.89M 14.64BPUMP | ![]() 40.4% | |||
91 | FIL Filecoin | $0.787 | -2.51% | +9.19% | $625.57M | $110.92M 140.84MFIL | ![]() ∞ | |||
92 | FLR Flare | $0.007002 | -2.14% | +4.36% | $607.39M | $1.89M 269.73MFLR | ![]() ∞ | |||
93 | LIT Lighter | $2.3696 | +7.60% | +34.67% | $592.88M | $32.52M 14.33MLIT | ![]() 25% | |||
94 | VVV Venice T... | $0.1749 | +3.28% | +17.35% | $567.69M | $22.13M 1.90MVVV | ![]() ∞ | |||
95 | LSETH Liquid S... | $1969.51 | -1.03% | +12.54% | $564.86M | $58.87M 29.90KLSETH | ![]() ∞ | |||
96 | XDC XDC Netw... | $0.02834 | -1.77% | +1.90% | $564.45M | $6.57M 230.54MXDC | ![]() ∞ | |||
97 | MXN MXN | $0.05523 | -0.24% | -0.10% | $552.5M | $59,096.22 1.07MMXN | ![]() 100% | |||
98 | SDG ShineDog... | $0.5112 | -0.01% | -0.01% | $511.2M | $78.02 152.62SDG | ![]() 100% | |||
99 | ARB Arbitrum | $0.07858 | -2.01% | +6.52% | $500.8M | $130.41M 1.65BARB | ![]() 63.6% | |||
100 | TUSD TrueUSD | $0.999 | -0.03% | -0.03% | $493.75M | $5.38M 5.38MTUSD | ![]() ∞ |
























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