Forbole 共同創辦人 Terence Lam 的博客。
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 503 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | Language |  Korean | |||
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terencebitcoinic.substack.comLatest Issues
2026 世界盃決賽
精彩連場的 2026 世界盃，最難看最肉酸的一場竟然是決賽，馬後炮回看，或許再證明「見好就要收」這個道理。
我讀書時棒意大利，2000 年歐國盃看著殘陣的意大利苦戰至決賽加時，被法國查斯古特的黃金入球一腳收皮 (當時加時採黃金入球制，一旦加時有入波就立刻完場，已經過了 26 年，那一幕我至今仍歷歷在目)，再到 2002 年世界盃看著韓國以黑哨淘汰意大利^，然後到 2006 年見證意大利上演復仇記，落後一球後追平再互射 12 碼贏法國捧盃，這個感覺回味無窮，法國打少一個，意大...
韓股的啟示 (補充)
注意：文末有久違了的錄音
回看上文《韓股的啟示》，感覺自己說漏了一些重點，所以出了這短篇補充。
這次環球升浪可以說是由 2022 年末開始至今，經歷過的調整不多，就是 2025 年 2 月至 4 月的關稅及今年 1 月至 3 月地緣局勢，及一些更短更小的回吐。每次調整都會有說法是升市完結，但最終又無事。那麽這次會否又是一次狼來了？
若看這次環球升浪的火車頭 - 半導體，其代表的費城半導體指數 (由 30 隻具領導地位的美國上市的半導體相關股票構成) 的週線圖，近幾週的急...
韓股的啟示
重溫：
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樓市大熊市 pt.2
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過於超前，便與犯錯無異
韓股狂升暴跌又再大反彈，坊間已有不少評論，我就不多解釋，只說我的較少人談及的角度，韓國人一向賭性極強，當年幣市幾個大牛市、NFT、memecoin，韓仔都是炒到天昏地暗，2017 年，他們是會親身飛過來香港買 BTC，因為有達 30% 的價差。於 2014 年在美國政府進行的 BTC 拍賣 (我沒記錯應該是查封 Silk Road 時所獲) 中買進大量 BTC 的著名 BTC 信徒...
樓市大熊市 pt.2
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樓市大熊市 pt.1
- 國務院令第 837 號
過去歷史證明，政策有轉向端倪，就不會朝令夕改，而是只會扭得越來越強，由一個極端擺向另一個極端，直至極限才會停下來。由剎停 Meta 收購 Manus，到嚴懲富途等幾家證券商，我可以假設收緊資本及人員外流已是國策，而這只是開始而非結束。
在這環境下，由內地買家完全主導了的過去約一年的香港樓市行情，是熊市反彈，而這反彈已結束。香港樓市在未來三五七年，會跌到你唔信，因為它不會是斷崖式下跌，而是陰乾式下跌，溫水...
國務院令第 837 號
國務院總理李強簽署第837號國務院令，正式公佈《國務院關於對外投資的規定》（以下簡稱《規定》），自2026年7月1日起正式施行。這是中國在對外投資（ODI）領域出台的首部行政法規，標誌著內地對境外投資活動的全面規管進入了法治化、系統化的新階段。
核心條文解讀與制度升級
1. 立法層級的根本提升：由分散規章走向統一法規
在此之前，中國對外投資的監管主要依賴國家發改委的11號令、商務部的3號令以及國家外匯管理局（SAFE）的相關部門規章。837號令依據《中華...
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Authors
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Co-founder of Forbole. Bitcoiner. Kaspian.
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