JoJo

@Otto4304 早啊 ot老师

GM！早安！祝顺遂

@Otto4304 我这张怎么样，哥！

夕阳西下，华灯初上！ 美好的每一天，你，还好吗？

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

@MattPRD When are you retiring, bro?@MattPRD

👀

KOLs Are An Absolute Cancer To Crypto Let's be 100% honest about this. Paid influence and KOL culture didn’t help crypto grow - it replaced the need to actually earn attention. Somewhere along the way, we decided it was normal to pay people to manufacture conviction. To call it “marketing.” In reality, it’s just outsourced belief and hype meant to deceive the unsuspecting masses. When influence is rented, innovation stops. Whether that is product innovation or marketing innovation. Why take risks, build culture, or think differently when you can just buy distribution and let the timeline do the lying for you? That shortcut has lowered the bar in crypto at a time we should be raising it. What really blows my mind is how casually we ignore the legal side of this. In much of the world, promoting the purchase of assets without disclosure isn’t a gray area. It’s straight-up illegal. Traditional markets learned this the hard way. Disclose incentives or don’t speak. Simple. Yet in crypto, we normalized undisclosed promotion so thoroughly that questioning it makes you the problem. We accepted a system where trust is quietly bought and sold, then act confused when the public doesn’t trust us anymore. This is why everything feels the same. Same narratives. Same cycles. Same faces telling you what’s “next” - until the check clears and they move on. A space built to remove middlemen somehow rebuilt itself around the worst ones. If your project needs paid conviction to survive it never deserved to thrive in the first place. Real demand shows up without paid voices pretending they are organic recommendations. The irony? If we stop to think about it. If you're posing as a very successful person in this space but need to sell your voice? The charade all starts to fall apart. 🫡 From the depths — The White Whale 🐋

RAGE BAIT is the Oxford Word of the Year in unrelated news, memecoins can be volatile

Amazon创始人杰夫·贝索斯刚刚给出了迄今最清晰的一段解释，为什么当前的 AI 热潮不像互联网泡沫，以及为什么它的重要性远比人们想象的更大： “当人们变得非常兴奋的时候，就像今天对人工智能的兴奋一样，会发生第二件事：几乎所有实验都会拿到资金。每一家公司都会拿到投资。无论是好点子还是坏点子。在这种狂热氛围中，投资者很难分辨哪些是好想法，哪些是坏想法。所以，这种情况今天大概率也正在发生。 “但这并不意味着 AI 是假的。AI 是真实存在的，而且它将改变每一个行业。事实上，从这一点来看，它是一种非常不寻常的技术。人们常说，AI 是一种“横向赋能层”。 “今天，我们谈论“AI 原生公司”，比如 OpenAI、Anthropic、Mistral 等等。这在当前这个阶段是很正常的。但这并不是 AI 产生的最大影响。AI 最大的影响，是它将作用于世界上每一家企业。它会提升产品质量，提高生产效率。这一点很难真正想象清楚，但它是真实的，而且一定会发生。” “现在说到股市——当我们谈论泡沫时，通常指的是估值、市值这些东西——比如：六个人的团队，刚成立没多久，就能在 200 亿美元估值下融到几十亿美元？这是一种非常反常的行为。投资者通常不会在没有产品的情况下，给一个只有六个人的团队投几个十亿美元。这极其罕见，而今天，这正在发生。” 但是，工业泡沫的好处在于——这是“工业泡沫”，而不是“金融泡沫”。我来解释一下这个区别。 “如果回头看，90 年代经历过一次生物科技泡沫。当时有一大批制药创业公司，用全新技术设计药物。全世界都很兴奋，投资界也非常疯狂。从结果上看，整体来说，他们大多亏了钱。但我们也确实得到了一些挽救生命的药物。” “而像银行系统的泡沫、金融危机那样的泡沫——比如 2008 年的那种——那纯粹是坏事。 社会应该尽量避免金融泡沫。但工业泡沫则没那么糟，甚至可能是件好事。因为当尘埃落定，当你看清最终谁是赢家时，社会能从这些技术发明中受益。那些救命的药物依然存在。” “而这一次，AI 也是一样。”

@ForrestPumpSol Although I've lost a significant amount of money on your tokens, that's the rule of the game, and I respect your choice! Good luck, friend.

The truth of developing. I ran $walkusa for as long as possible. I made history, did everything for my community for over 3 months. I donated, stuck to my word the entire time, live-streamed consistently, even slept in a car without showering for almost a week just to walk through a desert at $50k mcap. The coin has been stable for 2 months. You simply cannot survive on that volume on an IRL project on that level. If you disagree, I challenge you to do what I did. You will not last. Prove me wrong. Secondly, people purely blame farmers as a developers fault. The developer controls the narrative and action. The chart is purely out of their control. If you’re mad it’s dipping even though it’s a good concept, blame the traders, not the dev. Third off, I gave back to people today with giftmas. Kids with cancer, homeless people and even the community on X and pumpfun. I did my due diligence and feel fantastic about helping people in need. Your opinion to me is irrelevant unless you are creating impact similar to mine. @solanasteve_ was right. If you want to survive in CCM, you have 2 options. Have a massive community to keep you mcap over 7 figures, or launch projects consistently to build your brand that influence good or bullish vibes. Unfortunately we are in a cutthroat world with crypto, and I will still do my due diligence on impacting society with what I can create. I played on the sidelines on a stable chart and did everything in my power to keep everyone happy. Now for the good news: I have freedom. I can launch great innovations and truly change society, myself, and everyone around me. As humble as I can say, I’m smart in business, I know how to talk, I create fantastic ideas, and I have a name in this space. This is purely just the beginning. I’m expecting FUD, but real ones will understand the situation and what’s to come 💯 Forrestpump is now off the leash

Kalshi raised $1B at an $11B valuation. A decade ago, only a few thousand people knew what a prediction market was. Eighteen months ago, most prediction markets were banned - until we overcame the government to set them free. Over the past seven years, our community has opened up an entirely new category. Today, Kalshi is trusted, used, and loved by millions of people. It’s a part of everyday culture, and it’s driving one of the most important shifts in consumer behavior in recent history. The time has finally come for prediction markets to achieve their full potential and we are intent on making that happen. To all the believers and the early adopters: thank you.

好雨知时节，当春乃发生

The ICM top is no where in sight. We haven't even started yet.

@humidifi yep

They hated Jesus too

@wassieonmonad LFWWW

a lil over 24 hours to go til mint!

强烈建议想提升交易能力的都去YouTube死磕。 我最近点开一个YouTube视频，听一个人用白板画出了“钱是怎么生钱的”。 那一刻，我像突然被点亮了某个开关。 从那以后，我不再刷短视频消磨时间，而是把通勤、做饭、睡前的碎片时间全都交给这些讲金融的人。 1. Robert Kiyosaki | 他让我第一次看清“工作”和“财富”的区别 《富爸爸穷爸爸》很多人听过，但他的YouTube频道才是精髓。没有鸡汤，全是实战思维。他说：“别问‘我能负担得起吗？’ 要问‘我怎样才能负担得起？’” 这句话直接把我从“省钱模式”拉进了“资产思维”。他教会我区分主动收入和被动收入，也让我开始思考：我的房子是资产，还是负债？ 2. Ray Dalio | 他给了我一套看世界的“经济望远镜” 桥水基金创始人，却愿意花40分钟免费教你“经济机器是怎样运行的”。他用最简单的语言讲清了通胀、利率、债务周期之间的关系。我第一次明白，为什么央行一加息，股市就跌；为什么经济会周期性崩溃。这套模型我现在每月复盘一次，成了我看宏观经济的“标准动作”。 3. Patrick Boyle | 他是我在家就能上的“投行私教” UBC教授，讲企业估值、财务建模像在聊天。他会一边敲Excel，一边解释每一步背后的逻辑：“这里为什么要用WACC？” “折现率怎么估算才合理？” 没有跳步骤，也没有假装高深。我靠他自学了DCF模型，还试着给一家上市公司做了简单估值——那种“自己动手搞懂一家公司”的成就感，太上头 4. The Plain Bagel | 他让复杂金融产品变得“可食用” 名字很怪，内容很神。他能把ETF、期权、杠杆机制讲得像菜谱一样清晰。比如他用“健身房会员卡+涨价权”来比喻看涨期权，听完我秒懂。他的视频不长，8 - 12分钟，适合饭后看一个，慢慢积累“金融语感”。我现在看财经新闻，已经不会被术语吓住了 5. Lin Dai | 他帮我打通“中国逻辑”和“全球市场” 作为华人分析师，他既懂A股政策，又熟悉美股规则。他讲宁德时代出海、蚂蚁整改、港股通机制特别透彻，还会对比中美监管差异。我终于理解了为什么外资有时疯狂买入，有时又集体撤退。他是我连接本土现实与国际视野的桥梁。 我现在的习惯是：早上听一段Ray Dalio建立框架，午休看一个The Plain Bagel补细节，晚上跟着Patrick Boyle练实操。 三个月下来，我不再盲目跟风买基金，也能写出像样的行业观察。

@_Shadow36 If I am lucky enough to receive the $2,500 you give me, what price will I have to pay?

Hi I know times are super tough rn and a lot of people are wiped tf out. I wanna give away $5k to two ppl total( 2.5k each person) Just like or comment i guess and ill pick Love yall man, will always give back to the trenches :)

@Metabape 因为这个事情，我决定关注你！

「 高手过招，玩的就是亏欠感 」 昨天落地上海，想着今天要去仁济打针，就让太太在医院旁边定了个小酒店。 结果中午 12 点，我睡的迷迷糊糊，接到前台电话，说他们酒店的退房时间是中午。 可我的医生约的是下午两点半。 当时，我的一个选择是和前台理论，什么年代了，大家的政策都是下午两点前退房，你收 1000 块一晚的酒店，再怎么耍流氓，也不能中午就让退房吧，你要想现在赶我走，我就去给你打差评。 但是我没有这么做，因为我突然想到，在办入住时，前台和我说过这两天空调在年检，用不了。我当时没太在意，因为上海这个天气，根本没必要开空调。 不过我快速意识到，我可以借着这个事儿做文章，于是我调整了下情绪，用虚弱的语气说到： 姐妹，实在不好意思，我前几天在东北出差，晚上睡觉有暖气，住习惯了，没想到你们这的空调不好用，我昨晚有点儿睡感冒了，现在头特别疼，想多躺会，缓一缓，能不能通融一下，让我延迟退房到两点？ 这话说完，小姑娘立马一个劲儿地给我道歉，说没问题没问题，先生您随便几点退房都行，还问要不要给我再送一床被子过去？ 于是我又美美地睡了两个小时。 退完房，准备上车时，前台又追出来，给我送了一份伴手礼。 这大概就是两个懂社会规矩的人处理问题的方式，一方努力激发另一方的亏欠感，而另一方使出浑身解数来消解掉这份强加过去的亏欠感。 最后大家在欢声笑语中，避免了一场矛盾冲突的发生。

@otcmprotocol You should do something to stop the price from falling, otherwise you'll look very unprofessional in the crypto industry.

Why we charge a Royalty Fee of 7% $GROO #memecoin #memepump #pennystock #otcmarkets #nyse #nasdaq

The good thing about being at the top and going to the bottom is that you get perspective, in the moment when everything is going well you tend to get tunnel vision and stop identifying problems or even solving them partly due to how crazy busy you get but another part is complacency. It’s very clear to us that the dynamic in the trenches are broken, and the benefit of being of being the underdog once again is that we have nothing to lose. Going to experiment, break shit, see what works and what doesn’t and in the mean time get create some success stories. Just want to emphasise that this is just start of phase 2, technically it hasn’t even begun yet. Time to press the gas and make some real net positive changes.

💡 🧠 🐭 🐸 🐶 🤖 🚀 🌕 ✨ 🌀 ❤️ ♾

@okpasquale $Spark will be everywhere

Cars did more than $10B in merchandise. It became Pixar’s biggest consumer product world. Why? Because once a character has a clear personality, the format becomes endless. Toys, shows, parks, bedtime stories. Animation studios figured this out long ago. A character you love can live anywhere.