{"id":"q2f83c10399cd16baade0","batch_id":"batch-000151","seq":105,"speaker":"roy***","date":"2026-08-25T04:08:14.666Z","text":"还有一个会增强Tony资金表价值的新连接\n\n826-1同时指出：\n\nHimalaya Exchange所谓 $517m loss 也是通过账户gross inflows加总出来的，没有区分：\n\ninvestor deposits；\nsecondary-market trading；\n转去G Club等其他类别的资金。\n\n也就是说，郭方已经正式告诉Torres：\n\ngross transaction volume ≠ economic loss。\n\n这和Tony Farm Ledger的价值完全一样：\n\nTony表提供的是economic transaction identity：\n\n谁、什么时候、多少钱、合同号、loan application number。\n\nGXZ26/Hinton提供的是：\n\nbank-account inflow aggregation。\n\n因此Tony表真正可能提供的，不只是“我看到有中国人投资”，而是：\n\n底层经济交易的去重单位。\n\n如果未来能拿Tony表里的US12xx逐笔对应后续banking flow，就可以真正测试：\n\n一个economic investment有没有因为跨Crane/Farm/GClub/Hamilton/ACA多层账户而被多次出现在aggregate figures里。\n\n这一点还没证明，但现在已经有明确方法论。","text_en":null,"edited":false,"reply_to":null,"reply_status":"none","has_attachment":false,"url":"https://mubeitech.com/discussions/messages/q2f83c10399cd16baade0","reply_url":null,"reply_label":"","batch_url":"https://mubeitech.com/discussions/batches/batch-000151","batch_canonical_url":"https://mubeitech.com/discussions/batches/batch-000151","notice":"围绕郭文贵案的社区讨论与观点交锋。发言仅代表讨论者观点，不等同于法院认定。","content_type":"discussion_message","canonical_url":"https://mubeitech.com/discussions/messages/q2f83c10399cd16baade0","markdown_url":"https://mubeitech.com/discussions/messages/q2f83c10399cd16baade0/markdown","json_url":"https://mubeitech.com/api/discussion-messages/q2f83c10399cd16baade0","surrounding_messages":[{"id":"q482c3ca809e0eb3ec831","speaker":"roy***","date":"2026-08-25T04:06:02.460Z","url":"https://mubeitech.com/discussions/messages/q482c3ca809e0eb3ec831"},{"id":"qcf1de6786005238ea91a","speaker":"roy***","date":"2026-08-25T04:06:34.544Z","url":"https://mubeitech.com/discussions/messages/qcf1de6786005238ea91a"},{"id":"qa3a28669699238a193d6","speaker":"roy***","date":"2026-08-25T04:07:20.774Z","url":"https://mubeitech.com/discussions/messages/qa3a28669699238a193d6"},{"id":"qd65c4351415e4ed892fc","speaker":"roy***","date":"2026-08-25T04:11:58.363Z","url":"https://mubeitech.com/discussions/messages/qd65c4351415e4ed892fc"},{"id":"qcd1081ffe2c93ac6f1a4","speaker":"joh***","date":"2026-08-25T04:16:37.412Z","url":"https://mubeitech.com/discussions/messages/qcd1081ffe2c93ac6f1a4"},{"id":"qb2d88bd6472adf9ec982","speaker":"joh***","date":"2026-08-25T04:24:17.609Z","url":"https://mubeitech.com/discussions/messages/qb2d88bd6472adf9ec982"}],"parent_message":null}