【完整版】第一代全球通用货币是怎么作死自己的？（增加的部分：中国有没有真的在去美元？）, by @LeiSalin_XP open.substack.com/pub/wenli/p/e1… 每一轮帝国周期里都会被重新印证一次：当中心开始靠不住，边缘就会开始自救。不是阴谋论，也不是意识形态对抗，就是人类经济活动里最朴素、最常识的一条规律agency
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Salin Lei Xiao
199 posts
Salin Lei Xiao
@LeiSalin
Head of Research & Chief Economist at KASIKORNBANK China | China & ASEAN Macroeconomic Strategist | Fintech & Cross-border
Saturn Katılım Eylül 2012
1.6K Takip Edilen118 Takipçiler
China's 80/20 Recovery Story: How 80% of China's Economy Is Healing Itself, by @LeiSalin_XP open.substack.com/pub/wenli/p/ch…
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【完整版】伊朗战争叙事笔记（5）共识来了：原来大家都算出来了, by @LeiSalin_XP open.substack.com/pub/wenli/p/5?…
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【完整版】伊朗战争叙事笔记（5）共识来了：原来大家都算出来了, 总结了过去四周我参加的闭门会、调研、资料搜集的一些总结分享。包括：1. 中国会不会出现油慌？2. 目前的应急措施能弥补多少缺口？3. 关于船运的瘫痪程度；4. 义乌的数据是一面镜子。by @LeiSalin_XP open.substack.com/pub/wenli/p/5?…
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伊朗战争叙事笔记（2）为什么两个顶级大脑对伊朗战争的判断完全相反（plus 投资组合的新变化）, by @LeiSalin_XP open.substack.com/pub/wenli/p/2p…
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这本书读完后，有种奇怪的感觉：虽然一个字都没提比特币、数字游民、自由职业、躺平、流浪，但它可能是我读过的、对理解这些现象为什么会出现最有帮助的一本书。 open.substack.com/pub/wenli/p/5b…
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After reading this book, I have a strange feeling: although it doesn't mention a word about Bitcoin, digital nomads, freelancers, lying flat, wandering, it may be the most helpful book I have read to understand why these phenomena occur.
open.substack.com/pub/wenli/p/5b…
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完整版，给 Substack 的付费伙伴们增加了一些内容，包括：市场目前已经被 AI 惊吓到什么程度、后面会落下什么惊吓症状、以及对后续市场走向的一个大概的想法。还有杭州了解到的程序员的一些真实裁员情况。
open.substack.com/pub/wenli/p/ai…
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My newsletter. A little experiment on narrative radar open.substack.com/pub/wenli
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My new piece on Substack, discussing the recent expectations of RMB appreciation, the sudden popularity of this narrative, and some thoughts on the pressure it creates for the central bank. Would love to hear your comments and feedback!
open.substack.com/pub/wenli/p/12…
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叙事雷达（10.17）两个崩盘叙事之一：AI怎么还不崩, by @LeiSalin_XP open.substack.com/pub/wenli/p/10…
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Xi’s Symposium, Alibaba’s Surge, Two Sessions Policy Signals & More linkedin.com/pulse/xis-symp…
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China's Open-Source AI Surge: Takeaways for the AEC Partners
I've been closely watching the explosive adoption of DeepSeek, and it's truly something to behold. What for AEC?
linkedin.com/posts/lei-xiao… linkedin.com/posts/lei-xiao…
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Salin Lei Xiao retweetledi
Milei's 2024 Davos talk, directly translated to English by AI (by heygen), in his own accent. Better than the dubbed version imo.
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