Tiezhu

Apart from storage, if you ignore the CPU, you'll probably miss this wave as well. The revaluation of CPUs is accelerating.

Teacher Fu Peng is being criticized, and the biggest winner may become Teacher Zhao Bei. Here is a brief summary of some of Teacher Fu Peng's representative views over the past few years.
1. After 2024, Teacher Fu Peng believes that Trump's policies will strengthen domestic demand in the U.S., bring inflationary pressure, and change some of the Federal Reserve's assumptions.
2. China's economy mainly suffers from insufficient domestic demand, not lack of confidence. Therefore, the focus of A-shares is on the recovery of returns.
3. Emphasizes the importance of the U.S. Treasury yield cur

Watched Warsh's hearing. The core priorities upon taking office are threefold:
1. Abandon forward guidance. — More volatile market swings
2. Use a truncated mean model as an inflation indicator. — Faster room for rate cuts
3. Shrink the balance sheet. — Tighter liquidity transmission
As a result, short-term yields decline, long-term yields rise; the dollar weakens + liquidity tightening coexist.
Therefore, cheap assets will become even cheaper.

On the day of upgrading to Opus 4.7, I spent a lot of time.
All on one task.
Checking the code of Opus 4.6 and fixing bugs.
Tiring...

I discussed a new module for a website with Claude. I wrote nearly 1,000 words just describing the requirements.
After the discussion, it said your plan is very valuable and also very ambitious.
For the overall implementation, it will require more than four Claude Code sessions, each lasting at least 3 hours.
Let's get started, while KYC hasn't become widespread yet.

Since its development, the website has gradually approached my vision of a macro research platform. It essentially condenses my understanding of macroeconomics over the past period. It includes:
1. More focus on cross-asset linkage analysis and cross-sectional analysis.
2. Greater emphasis on liquidity transmission logic, with a comprehensive assessment of the strength of offshore, onshore, and U.S. dollar intermediary capabilities; at the same time, it enhances the analysis of SOFR, SRF, and central bank swaps, especially the quantile distribution of SOFR.
Additionally, micro-level liquidity

"Zero Basic, How to Quickly Set Up Your Own VPS"
This post is mainly aimed at beginners with zero experience who need to set up a VPS for circumvention or website deployment. It is only suitable for Mac. I haven't used Windows, but I guess it should be similar overall.
1. Preparation
1) Claude Pro/Max membership, Taobao Exchange, and Xian Exchange—everything you want. Costs $20/$100/$200.
2) Installed Clash or a client that supports the Hysteria2 protocol.
2. Installation
1) The entire process is guided step-by-step by Claude without any complicated steps. If you're a complete beginner and hav

This afternoon after waking up from a nap, I mainly did these few things:
1. After some analysis with Codex and communication with Apple, I confirmed that under force majeure factors, it’s impossible to access the internet scientifically, with the Eastern region being the hardest hit.
2. So, I quickly switched to my backup VPN. Then I registered a .net domain with Cloudflare.
3. I signed up for a VPS with Bandwagon Host and purchased a six-month plan. The next one or two hours were spent communicating with Claude, installing the VPS, and debugging.
4. As of now: the website is up, the VPS prox

The milkshake crashed. It took some time to set up a VPS. Circumventing censorship is secondary; mainly, I wanted to give CC a clean US IP.

I activated Claude MAX 5x, and my massive website development project is officially underway.
A couple of days ago, I had dinner with Xiao Wang, an intern I mentored before. He just graduated from the University of Chicago and told me that in Silicon Valley, they no longer ask about this or that; they want to see what AI-generated products you have.
This is likely to become the norm in hiring processes. Your AI skills are now directly reflected in your work. If you're still talking about Excel, PowerPoint, and Word, your resume will probably be filtered out.

Recently, Reuters and Regulation Asia came to interview me, mainly about opinions on digital renminbi and private stablecoins. Some questions were obviously designed to trap me, and it's easy to accidentally say something politically incorrect.
Actually, I want to say that the digital renminbi is just a Plan B, playing a strategic backup role in certain specific scenarios.
The backup mindset has been an important guiding principle for policymakers since 2008 when formulating various industrial policies. Essentially, the digital renminbi is not meant to serve daily commercial competition, s

I messed up. I accessed CC from the terminal and forgot to set the environment variables, so I didn't use the proxy and kept failing to authorize.
Getting banned on Claude really is mysterious.