📊 今日情报汇总：本篇奏折共计收录了 20 篇深度推文。
🏆 今日最佳推文：来自 (4) X 上的 The Kobeissi Letter：“The Venezuela situation goes well beyond oil and gas: Venezuela currently holds an estimated 4 BILLION TONS of iron ore reserves. Estimates show Venezuela’s has the 12th-largest iron ore reserves in the world. 1 ton of iron ore is currently selling for $107, making these https://t.co/Z6oSOH75Oc”（获得 4822 个赞）。
采集范围：昨日 06:00 – 今日 06:00 (北京时间) | 筛选标准：单词量 > 60
👤 (4) X 上的 The Kobeissi Letter：“BREAKING: US federal debt is up to a record $38.5 trillion in 2025. The national debt officially surged +$2.3 trillion last year, equal to +$6.3 BILLION per day. At this pace, total US debt will rise to $40.0 trillion as early as August. Since 2020, US debt has skyrocketed by https://t.co/7BMoVlHfm4” 05:00
AI 摘要：摘要生成失败
📊 指标: 💬173 | ❤️905 | 📝 67词 | 🔗 查看原文
👤 (4) X 上的 Michaël van de Poppe：“The best representation in the space. It’s just not only #Bitcoin and Gold, it’s a whole shift of macroeconomic momentum. During the run in 2017, prior to that, Gold consolidated for a little, after reaching its high in 2016. After that, an enormous rally on #Bitcoin. In https://t.co/NZ555to4mM” 04:39
AI 摘要：黄金高位盘整后，比特币与加密货币将迎1.5-2年爆发窗口。
📊 指标: 💬61 | ❤️224 | 📝 92词 | 🔗 查看原文
👤 (4) X 上的 Luis Garicano 🇪🇺🇺🇦：“In the past, many used to say “the US is saying it is democracy but it is oil”. This time, it is the opposite. Trump says it is oil, but it is not. (Probably Rubio told him this to convince him.) In the best case, $30bn in gross revenue a year for Venezuela (see thread-need to” 02:15
AI 摘要：美对委内瑞拉政策转变非为石油，因其经济利益微且美已成净出口国，高油价更符合其益。
📊 指标: 💬38 | ❤️462 | 📝 123词 | 🔗 查看原文
👤 (4) X 上的 Crypto | Stocks | News：“TRUMP JUST GAVE BITCOIN ITS BIGGEST USE CASE YET. – Invades Venezuela for 300B barrels of oil. – Warns Mexico, Cuba, and Colombia that their countries could be next This is why $BTC is pumping. When the world’s reserve currency is used to seize $17T in natural resources, https://t.co/iBPlH33xHW” 08:57
AI 摘要：摘要生成失败
📊 指标: 💬51 | ❤️483 | 📝 76词 | 🔗 查看原文
👤 (4) X 上的 CryptosRus：“LIQUIDITY JUST SENT ITS FIRST SIGNAL This isn’t a breakout yet. It’s earlier than that. Exchange inflows are starting to pick up again, and that matters because this is where new demand actually comes from. You don’t get sustainable moves without fresh capital showing up first. https://t.co/psWQtWeZ2F” 03:45
AI 摘要：摘要生成失败
📊 指标: 💬24 | ❤️132 | 📝 131词 | 🔗 查看原文
👤 (4) X 上的 Mister Crypto：“A Ukraine/Russia peace deal might be coming sooner than you think. A 20-point peace plan has been drafted by the 🇺🇸 United States. Zelensky wants to have a leaders summit in late January to discuss the war. What would peace mean for markets? 👇 – It removes uncertainty – https://t.co/KvQdYG1KDm” 03:42
AI 摘要：摘要生成失败
📊 指标: 💬6 | ❤️35 | 📝 67词 | 🔗 查看原文
👤 (4) X 上的 CryptosRus：“🎯 VITALIK SAYS ETHEREUM JUST SOLVED BLOCKCHAIN’S BIGGEST PROBLEM After a decade of grinding, Ethereum just solved the blockchain trilemma. Vitalik announced that ZK-EVMs hit production-grade performance (proving times down to seconds, costs slashed 45x) + PeerDAS now on https://t.co/6fnfsewecF” 01:45
AI 摘要：摘要生成失败
📊 指标: 💬42 | ❤️399 | 📝 110词 | 🔗 查看原文
👤 (4) X 上的 Fred Krueger：“In 2013, Venezuela and Poland had similar GDP numbers. Then Maduro took office. Venezuela plunged into a Socialistic hell hole. It took less than a decade. Meanwhile, Poland soared. Next door Germany just won the world cup, and the mood on the street changed overnight. I had an https://t.co/FVUWoYLJFl” 01:29
AI 摘要：2013年委内瑞拉与波兰经济规模相近。十年间委内瑞拉因政策失败衰退，波兰依托自由市场实现七倍增长。
📊 指标: 💬30 | ❤️170 | 📝 72词 | 🔗 查看原文
👤 (4) X 上的 Anthony Pompliano 🌪：“Simple hack: Ask @cfosilvia “what is the historical performance of the US stock market during January each year? If history repeats itself, what stocks should I consider buying tomorrow?” You will get a bunch of ideas in seconds. You can then follow up and ask Silvia “if I add” 01:11
AI 摘要：摘要生成失败
📊 指标: 💬48 | ❤️70 | 📝 86词 | 🔗 查看原文
👤 (4) X 上的 Masih Alinejad 🏳️：“Yes I am furious, millions of Iranians are furious watching Ali Larijani, a senior national security official of the Islamic Republic, suddenly threaten “America’s interests” while his own daughter enjoys a luxury life in the United States. They shoot Iranian sons and daughters https://t.co/9gSwORDhdU” 15:55
AI 摘要：伊朗高官子女在美享自由，却镇压国内民众，暴露政权虚伪。
📊 指标: 💬67 | ❤️4124 | 📝 169词 | 🔗 查看原文
👤 (4) X 上的 The Kobeissi Letter：“The geopolitical advantage of Venezuela: As we outline below, Venezuela holds BILLIONS of barrels of heavy crude oil. Who else holds large amounts of heavy crude oil? Russia. Who is the largest IMPORTER of Venezuelan crude oil? China. In fact, ~5% of China’s annual crude oil https://t.co/d0FqoWPuJo” 00:47
AI 摘要：摘要生成失败
📊 指标: 💬146 | ❤️1246 | 📝 104词 | 🔗 查看原文
👤 (4) X 上的 The Kobeissi Letter：“Will the US control Venezuelan natural gas too? Venezuela holds vast natural gas reserves, estimated around 200 TRILLION cubic feet. Currently, natural gas is selling for $4+ per thousand cubic foot, making these raw gas reserves worth as much as $800 BILLION. In fact, https://t.co/DwUma7rXO1” 23:32
AI 摘要：美国石油公司或将开采委内瑞拉丰富天然气资源。
📊 指标: 💬98 | ❤️774 | 📝 92词 | 🔗 查看原文
👤 (4) X 上的 Farzad 🇸🇦：“Countries with 0% (or near-0%) crypto tax 👇 🇦🇪 UAE • 0% personal income tax • No capital gains on crypto • Strong crypto infrastructure 🇸🇬 Singapore • 0% capital gains tax • Trading as a business = taxable • One of the most crypto-friendly hubs 🇨🇭 Switzerland • 0% tax https://t.co/J4bPq5IuIu” 22:58
AI 摘要：阿联酋、新加坡等零税率地区对加密货币免征资本利得税，鼓励长期持有与合规架构。
📊 指标: 💬11 | ❤️40 | 📝 124词 | 🔗 查看原文
👤 (4) X 上的 Jesse Cohen：“7 New Year’s resolutions for 2026: 1. Drink more water — Aim for at least 2–3 liters per day. Keep a reusable water bottle with you at all times and set reminders on your phone. 2. Reduce coffee intake — Limit yourself to 1–2 cups per day (or switch one to decaf/herbal tea) to https://t.co/QwVYez2yqR” 22:54
AI 摘要：2026年健康计划：多喝水、减咖啡、优睡眠、常桑拿、勤锻炼、每日冥想、多读书。
📊 指标: 💬17 | ❤️129 | 📝 164词 | 🔗 查看原文
👤 (4) X 上的 The Kobeissi Letter：“The Venezuela situation goes well beyond oil and gas: Venezuela currently holds an estimated 4 BILLION TONS of iron ore reserves. Estimates show Venezuela’s has the 12th-largest iron ore reserves in the world. 1 ton of iron ore is currently selling for $107, making these https://t.co/Z6oSOH75Oc” 21:34
AI 摘要：委内瑞拉铁矿储量丰富，潜在利润超2000亿美元，经济价值巨大。
📊 指标: 💬303 | ❤️4822 | 📝 86词 | 🔗 查看原文
👤 (4) X 上的 Michaël van de Poppe：“More and more #Altcoins are waking up. It’s a good sign, as I think that 2026 is a great year for the entire Web3 ecosystem. A catch-up year, as a lot of fundamental growth has happened, price is yet to pick up the momentum. $OP erasing last months’ losses. $TAO showing a lot” 22:17
AI 摘要：2026年Web3生态将迎爆发，主流币复苏，市场现积极信号。
📊 指标: 💬71 | ❤️436 | 📝 60词 | 🔗 查看原文
👤 (4) X 上的 CryptosRus：“STEAK ’N SHAKE: “WE THANK BITCOINERS.” 🍔₿ Steak ’n Shake just admitted that accepting $BTC payments helped it outperform McDonald’s in 2025 same-store sales. After rolling out Bitcoin via the Lightning Network in May 2025, the chain saw a 10.7% same-store sales jump, cut https://t.co/piTznGt3EP” 19:55
AI 摘要：摘要生成失败
📊 指标: 💬39 | ❤️178 | 📝 110词 | 🔗 查看原文
👤 (4) X 上的 Daan Crypto Trades：“Whenever I talk with random people about $BTC, the first thing they still say is: But it doesn’t really work well as a payment method does it? That’s still the main use case normies think about and it’s rare to find someone that knows about its finite supply and other features.” 16:02
AI 摘要：摘要生成失败
📊 指标: 💬38 | ❤️122 | 📝 93词 | 🔗 查看原文
👤 (4) X 上的 CryptosRus：“POLYMARKET IS STARTING TO LEAN BULLISH ON BITCOIN Traders are quietly shifting their bets. 📈 Odds of BTC tagging $100K in January just jumped to ~38% 💰 $95K now has the highest probability on the board 📉 Sub-$80K outcomes are getting priced out fast This isn’t hopium, this https://t.co/2qmxPfNHSN” 13:59
AI 摘要：摘要生成失败
📊 指标: 💬42 | ❤️213 | 📝 76词 | 🔗 查看原文
👤 (4) X 上的 Fred Krueger：“Jan 3, 2026 · 9:00 PM PST Influencer Desk — Narrative Briefing Bitcoin: ~$91,300 24h Range: ~$89.4k → $91.3k (range expansion to the upside) Narrative Shift Influencer discourse pivoted decisively today — away from moral debate and toward macro power dynamics. Bitcoin is no” 13:13
AI 摘要：比特币价格突破9.1万美元，市场叙事转向宏观流动性驱动，油价控制被视为核心利好。
📊 指标: 💬15 | ❤️67 | 📝 203词 | 🔗 查看原文
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