钓鱼小贵

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钓鱼小贵

钓鱼小贵

@xiaogui_real

走过山路,读过金融,在鱼竿和K线间寻找确定的生活。

Singapore Katılım Ocak 2018
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钓鱼小贵
钓鱼小贵@xiaogui_real·
@lianyanshe 其实,是永辉超市学瘸了,只学了价格高,没学会在商品供给上保持住,比如胖东来的啤酒就经常缺货,也没给员工足够的关爱和薪资,只对标了形式,没对标商品质量、供应链和薪酬结构才是永辉倒下的原因
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链研社|AI First🔶💧
今天去路过了永辉超市,看到胖改店把永辉超市给坑惨了。胖东来把成功归结于真诚和爱这是商业上最大的谎言,永辉超市学了这套还真是被忽悠瘸了。永辉客流少的可怜,还学什么提供品质服务,只增加成本而没有办法回收。 胖东来的本质是一个拥有极高商品周转率、极低损耗率、且具备局部垄断定价权的非典型零售综合体。它的成功从来不是因为温情。 传统商超综合毛利率通常在20%左右。胖东来账面毛利率并没有大幅甩开行业平均水平。真正让它赚到大钱的,是远超同行的资金效率。 靠的高周转和低库存,零售业的本质是资金效率游戏。传统超市标品在货架上躺30到45天才能卖出,资金占用成本极高。胖东来凭借巨大客流,商品周转天数极短,很多爆款按天甚至按小时周转。 假设两者毛利率都是20%,永辉某笔资金一年周转6次,胖东来一年周转20次。同一笔本金,胖东来一年滚出400%毛利总额,同行只能滚出120%。有庞大现金流的来源,现金直采压低价格。 高周转→低进货价→高薪酬→高服务→更多客流 胖东来的DL系列,精酿啤酒、烘焙糕点、果汁。贡献了30%的销售额,却远不止30%的利润。砍掉中间商,加上信任溢价,这些自有品牌的毛利率高于 20 %。 所以它的商业逻辑从来不是真诚换市场,而是信任=溢价+高周转=资金效率碾压。 永辉为什么学不会 2025年永辉亏损25.5亿元,五年累计亏损逼近120亿元,资产负债率88.96%。它不是不努力,调改了284家门店,关了381家,力度不可谓不大。 但再怎么样都没办法用菜市场的毛利,去硬扛奢侈品的服务成本。 一线城市核心商圈的租金是许昌的5到8倍,胖东来是自持物业,客流量远没有胖东来的密度,两者仅这点成本就差了 10 倍,达到盈亏平衡线的要求也提高 10 倍。周转一慢,生鲜损耗就上去;损耗上去,净利润就被吃掉。永辉在慢周转+高损耗+高店租的泥潭里。 更残酷的是,它学的是表——高薪酬、缩短营业时间、无理由退换。 却没学到里,三线城市的低地租+超高客流带来的极速周转+信任溢价支撑的自有品牌定价权。抛开财务模型强行增加人工和服务成本,现金流必然瞬间枯竭。 永辉的困境,也不是不够真诚,从财务模型从根本上就不兼容。
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钓鱼小贵
钓鱼小贵@xiaogui_real·
BTC 81k,链上情绪确实回暖很多,从ETH到base涌现meme和AI Agents GameFi,甚至Solana的Jito都说要做专业交易软件了。 大家纷纷开始布局山寨,希望这波能延续一个月,早信早赚钱,再买入一次,给个赚点生活费的机会好吗🤑
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钓鱼小贵
钓鱼小贵@xiaogui_real·
@realChainDoctor 有的, 现在钓鱼天气类app确实可以做成AI分析了,我也在做一个
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ChainDoctor
ChainDoctor@realChainDoctor·
gpt6 是不是要发布了,感觉今天的5.5 降智了很多很多。
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钓鱼小贵
钓鱼小贵@xiaogui_real·
现在推特的推荐流真的没法刷,都是推些什么鸡儿东西 今天一个暴论,明天一个赚2000倍
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钓鱼小贵 retweetledi
Crypto Town Hall
Crypto Town Hall@Crypto_TownHall·
SEC CHAIR PAUL ATKINS SAYS THE AGENCY HAS ENDED REGULATION THROUGH ENFORCEMENT AGAINST CRYPTO.
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H.E. Justin Sun 👨‍🚀 🌞
H.E. Justin Sun 👨‍🚀 🌞@justinsuntron·
Today, I filed a lawsuit in California federal court against World Liberty Financial to protect my legal rights as a holder of $WLFI tokens.   I have always been—and remain—an ardent supporter of President Trump and his Administration’s efforts to make America crypto friendly.  This lawsuit does not change how I feel about President Trump or the Trump Administration.   Unfortunately, certain individuals on the World Liberty project team have been operating the project in a manner that goes against President Trump’s values.  They wrongfully froze all of my tokens, stripped me of my right to vote on governance proposals, and have threatened to permanently destroy my tokens by “burning” them—all without any proper justification.  I do not believe President Trump would condone these actions if he knew about them.     I have tried in good faith to resolve this situation with the World Liberty project team without resorting to litigation.  But the project team has refused my requests to unfreeze my tokens and restore my rights as a token holder.  They have left me with no choice but to turn to the courts.  All I want is to be treated the same as every other early investor who received tokens—no better, no worse.    I also want the community to know that I strongly oppose the new governance proposal World Liberty published on April 15.   If it passes, token holders who do not “affirmatively accept” its terms—including a requirement that 10% of all advisor tokens be permanently burned—will have their tokens locked indefinitely.  For early purchaser tokens, the proposal imposes a two-year cliff followed by a two-year vesting schedule—and again, for those who do not affirmatively accept, their tokens are locked indefinitely.   This proposal is bad for the community, but because World Liberty has frozen my early investor tokens, I cannot vote them for or against the proposal.   I believe in fairness, transparency, and the principles that make crypto powerful.  I will continue to fight for those principles. 🙏
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钓鱼小贵
钓鱼小贵@xiaogui_real·
@luyaoyuan 这事情怎么处理,就看Kelp团队受到人身威胁的等级水平了
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六子|Funny Six
六子|Funny Six@0x_SixxxVC·
$Asteroid 睡一觉市值1.3亿了,之前说的是下一个Shib,幸好没有变成笑话 我一直强调的是完美的叙事+马斯克+Shib形象,再加上是在有着能够承载巨大流动性,资金已经饥渴许久的以太链 如果这样的ip热点都起飞不了,还玩什么其他项目。不知道有多少人是看我帖子上的?
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六子|Funny Six@0x_SixxxVC

ETH沉寂那么久, $Asteroid 一下就把注意力拉回来了 直接flip Solana链的上10m了 不会是下一个 $Shib 吧 0xf280b16ef293d8e534e370794ef26bf312694126

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钓鱼小贵
钓鱼小贵@xiaogui_real·
aave一不雇佣Chaos Labs就出这事,chaos要求5M提到8M一年都不舍得,现在上来就是1.7亿坏账[破涕为笑]
Jeremy@Jeremybtc

Kelp DAO appears to have been exploited for $293 MILLION in the last hour, making it the biggest DeFi hack of 2026. And it's far from being the only one this month. Over $600M stolen from DeFi in the last 2 weeks across over 10 different protocols, and AI is only making it easier for hackers. > Kelp DAO: attacker exploited the LayerZero bridge to drain 116,500 rsETH ($293M), then used it as collateral on Aave to borrow ETH, leaving Aave with bad debt as $AAVE dumps. > Drift Protocol: $285M drained by North Korean hackers using AI powered social engineering, they spent months building trust with insiders before executing in 12 minutes. > Rhea Finance: $18M stolen through fake token pools that tricked the protocol's oracle into approving withdrawals. > Grinex: $15M stolen, sanctioned Russian exchange suspended all operations and blamed "Western intelligence". > Hyperbridge: attacker minted 1 billion fake bridged DOT with a notional value over $1B, but only extracted about $237K because liquidity was thin. > BSC TMM pool: $1.67M drained through reserve manipulation. > Aethir: $423K lost in an access control exploit on their GPU network. > Dango: $410K stolen through a smart contract bug in their bridge aggregator. > Silo Finance: $392K gone from a misconfigured oracle. > CoW Swap: frontend hijacked through DNS attack, site redirected to a phishing page. > Zerion: hit by North Korean social engineering, credentials stolen. The attack surface is expanding faster than the defenses. This is only going to get worse.

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钓鱼小贵
钓鱼小贵@xiaogui_real·
$ASTEROID 没敢上,太久没炒meme了,可惜了
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六子|Funny Six
六子|Funny Six@0x_SixxxVC·
ETH的 $ASTEROID 群里400k看到的 结果犹豫半天才上了点,索性是买的少拿的住 2个小时就上20m了,直接flip Sol,沉睡的远古以太巨鲸苏醒了
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钓鱼小贵
钓鱼小贵@xiaogui_real·
这个AI的基础知识网站做的蛮好的,学起来很详细,每章结束还有测验,还能同步到领英做认证。 一直没遇到合适的内容,这个真是把AI基础原理从小白开始讲,深入浅出。 huggingface.co/learn
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钓鱼小贵
钓鱼小贵@xiaogui_real·
台下何人状告本官 ?
H.E. Justin Sun 👨‍🚀 🌞@justinsuntron

I have always been an ardent supporter of President Trump and his crypto friendly policy. As an early supporter who invested heavily in World Liberty Financial, I did so because I believed in the vision that was presented to the public: a decentralized finance platform that would promote financial freedom, remove intermediaries, and bring the benefits of DeFi to mainstream Americans. What was never disclosed — to me or to any investor — is that World Liberty embedded a backdoor blacklisting function in the smart contract used to deploy WLFI tokens. This function gives the Company unilateral power to freeze, restrict, and effectively confiscate the property rights of any token holder, without notice, without cause, and without recourse. This is the opposite of decentralization. This is a trap door marketed as an open door. I denounce the ongoing token scandals by the bad actors at WLFI. I am the first and single largest victim, as a result of their wrongful blacklisting of my WLFI token wallet back in 2025, that violates basic investor rights and blockchain principles of fairness. Every action taken by the WLFI team to extract fees from users, to secretly implant backdoor controls over user assets, to freeze investor funds without disclosure or due process, and to treat the crypto community as a personal ATM — all of these actions are illegitimate and were never authorized by any fair, transparent, or good-faith community governance process. The governance votes cited to justify these actions were not conducted through a fair or transparent process. Key information was withheld from voters, meaningful participation was restricted, and the outcomes were predetermined. These votes do not represent the will of the community — they represent the will of those who designed them. These actions have nothing to do with me. They have nothing to do with the investors who believed the promises this project made. We oppose every one of these actions in the strongest possible terms. The WLFI team’s actions erode trust in the project. Unlock the tokens and uphold transparency for the community. Let’s build with integrity, not misconduct.

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九妹-OKX
九妹-OKX@Cryptosis9_OKX·
既然被Q到了,那我也来回复一下: 币安的公关策略,一贯的一真九假。这么多问题一个都不正面回,偏偏挑一个自以为的舒适区来输出,想靠一个点把之前所有污点翻成正面。 为什么这是你的舒适区?因为习惯了既做裁判员又做运动员,出了事自己定义叙事、自己裁定对错、自己宣布胜负。一贯如此。但这次不行: 一、"把1011归咎于币安,操纵用户情绪" 1011不是一个观点,是整个行业不争的事实。 链上数据在,交易记录在,全网用户的真实亏损在。不是谁带节奏能带出来的,也不是一篇小作文能洗掉的。 用户因为你们亏了真金白银,他们有权愤怒,有权质疑。你把这些声音全打成"水军"?如果木头姐也是水军,这水未免太大了吧? 几百万用户的真实感受,到你嘴里就是"批量生产的账号"。这不是在回应我,是在侮辱每一个受害用户。 真要说道歉,币安欠所有币圈用户一个1011的道歉,而不是编一套"友商攻击"的受害者剧本。 二、"把BNB链上MEME定义为币安发的" 经典习惯了既做裁判员又做运动员。MEME的本质是注意力经济,利用行业影响力,多次在公开平台进行反复提及,拉高用户预期,侧面引导用户入场。反过来怪外人"定义操纵市场"?生态出了问题是平台的责任,不是甩锅给别人的理由。请问这是一个所谓"合规"交易所的第二大股东所能做出来的?你们身为平台,有一丁点责任感吗? 三、"给CZ贴骗子标签,破坏信誉" 我们说过什么做过什么,全在公开记录里,每一条可查可证。不需要给谁贴标签,事实自己会说话。 倒是你这篇,通篇给我们编了"一举六得"的阴谋论。你自己说的"断言、重复、传染",不就是你正在做的事? 四、"反复强调合规,暗指币安不合规" 合规是每天落地执行的事,不是拿来嘴仗的武器。KYC、AML、合规,我们每一项经得起查。 你问我们"合的哪门子规"。那可能你还没搞清楚"合规",你们自己43亿美金的罚款怎么来的?认罪协议谁签的?这两个字从你嘴里说出来,不觉得讽刺? 关于控制媒体给你们造一个"首富"头衔,拿出证据;还有不是在关注私生活只是告诉大家识别"谁在说谎”。 用户不傻,市场不瞎。 该道歉的人,是你。
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