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Chaseeth

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“Companies are the earliest agents; they use diluted cognitive surplus to harvest consumers’ bounded rationality”
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If AI is going to collapse, it should start with the weakest link in credit, not the demand side.
So Musk borrowing $40 billion can mock NeoCloud for being cut off from credit; if it’s a normal shakeout, all is well, but if there’s a massive clear-out, the crash will be AI’s spring
Once you get used to keto, eating rice/noodles makes you dizzy right away...
Any rule is essentially a form of filtering period
As everyone knows, when everyone is shouting that the debt crisis is about to blow up, it will not actually blow up🙊🙊
hey @bot i want that email address
Bubbles🫧 in any era are the only one or two opportunities available to ordinary young people of that era.
The industry is maturing:
- Institutions are entering, and regulations are gradually becoming clearer
- Driving the value system back toward “value” (i.e., cash flow)
- Already starting to rally: AAVE, UNI, PUMP, ENA, HUMA, etc.
- Those that have not started rallying yet: You can check DeFiLlama, then combine it with on-chain data and TA—there are still plenty of opportunities
Take it, you're welcome!
AAVE-1.22%
UNI+3.05%
PUMP-1.06%
ENA+8.04%
HUMA-1.99%
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Since fuel prices in Europe rose to €2.3 per liter, everyone has become much more courteous on unrestricted highways.
The “learning AI” relationship is probably the easiest one in my entire learning journey: you take one step toward it, and it has already taken 100 steps toward you.
The 5090 is insane—bought it for over ¥30,000 two months ago, and it’s already ¥50,000 now😂
OpenAI, who was this distilled from?....First bell😂
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Just like fireworks !
Opus is genuinely stupid—5.6Sol completely blows it away.
Fable is far too impractical.
Recently, some friends have asked me why I always use AI to make posts—isn't that just fooling everyone?
- In the past, when it came to an individual's views, people focused on the person and could tell at a glance whether the post was sharp or not.
- Humans can't handle the information explosion, but Agents can.
- The amount of data generated by humans will be far smaller than that generated by AI.
That’s the scarcity! Because I am not immortal, the data I generate also has a max supply.
In the future, I may put traditional writing or opinions on Substack for a few dollars a month, while X wi
Raise rates or not? 🙈
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Red beans grow in the southern land, Pump beats young models 
Arc this time looks more like a three-layer division-of-labor chart awaiting inspection
Circle points to September 16, 2026 as the timing for Arc public mainnet, and places names such as BlackRock, Visa, Mastercard, DTCC, and ICE among the founding validators. In the same disclosure, Aave, Morpho, and Uniswap can also easily be read as belonging to the same list. I would rather initially treat it as an institutional settlement division-of-labor chart that has not yet completed inspection: some names correspond to network validation, some to asset and clearing interfaces, and some merely to app
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ARC-4.26%
CRCL+4.35%
BLK-0.42%
V-1.22%
MA-1.68%
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