曉

“别人眼中的你不是你，你眼中的自己也不是你，你眼中的别人才是你”

@python_xxt Not for me

好奇问下推友： 大家开车的时候， 是否会获得一种 有掌控感的正反馈？

@DillonLoomis @elonmusk @SawyerMerritt @JoeTegtmeyer @robotaxi @Tesla The limiting factor is likely the cash burn. Of course, Tesla has the cash, but not really necessary to do so before scaling the fleet with unsupervised robotaxi.

@elonmusk @SawyerMerritt @JoeTegtmeyer @robotaxi @Tesla safe to say 500 in austin by eoy isnt gonna happen then? would love to know what current limiting factor is

I attempted to take a @robotaxi ride today from multiple different locations and time of day (from 9:00 AM to about 3:00 PM in Austin but never could do so. I always got a “High Service Demand” message … I really hope @Tesla is about to go unsupervised and greatly plus up the vehicle fleet as the service is essentially unusable right now.

Capitalism is PvE. The alternatives all degenerate to PvP.

@SawyerMerritt @Tesla What is active safety

New FSD (Supervised) data from @Tesla: Total major collisions: • Teslas with FSD (Supervised): 715 • Teslas driven manually with Active Safety: 14,943 • Teslas driven manually without Active Safety: 226 • U.S. average: 4,646,404 Miles per major collision: • Teslas with FSD (Supervised): 5,109,476 miles • Teslas driven manually with Active Safety: 2,290,733 miles • Teslas driven manually without Active Safety: 971,994 miles • U.S. average: 698,781 miles Total miles logged: • Teslas with FSD (Supervised): 3,653,275,437 miles • Teslas driven manually with Active Safety: 34,230,416,666 miles • Teslas driven manually without Active Safety: 219,670,642 miles • U.S. drivers overall: 3,246,817,000,000 miles Tesla vehicles with FSD (Supervised) engaged experience fewer collisions than those driven without. This is North America data across all road classes (highway and non-highway)

@ruslan55x @Lighter_xyz @HyperliquidX 30% Airdrop? HL was doing 29% without any VC money. How could Ligher do so with many VCs rounds on the cap table.

Lighter Point at $300 I got information from a friend who attended the @Lighter_xyz event in Singapore, where he heard an approximate revenue figure from one of the major market makers on Lighter I can’t talk about this publicly, but after comparing it with @HyperliquidX revenue and doing a rough calculation - minimum Lighter FDV of $12B Assuming 30% goes to the airdrop and 12M points = that’s $300 per point This means the $80 OTC price isn’t overpriced at all - it actually has solid upside @vnovakovski mentioned during the CIS AMA I hosted that they’ll make their revenue transparent, which means everyone will be able to verify this soon

@TaikiMaeda2 Well, they have a big cap table for VC though. Comparing with HL with no VC money, their Airdrop could be much smaller.

One of my main takeaways from Token2049 is that Lighter pts are going to $200

@cybercatx 怎么看长期和短期的put

卖put的原则： 只卖自己投资的股票 只卖自己愿意接盘的数量和价格 $TSLA $LMND $TEM 本质上还是长期做多自己看好的公司。

@cmdefi @0xtodd HK为什么不宜居，ZKSS？

嗯，这个跟我梳理下来的思路差不多，HK我呆过，SG没有，但感觉差不多，HK工作是比较方便，但不宜居，最优也是内地放在广州深圳，然后来回跑。而且确实生活成本高，本身条件也达不到顶豪，幸福指数不高。 日本和泰国挺多人推荐的，我是打算住一段看看。 还有一个迪拜，加密友好，而且免税，但气候也是热，估计也是自己搞个身份，把全家搬过去有点困难。 国内走了很多地方，还在爬地图中😄

数字游民的终局是什么，希望大家提供点启发。 当自己一个人的时候没思考过这个问题，但有了老婆孩子之后，加上父母老人进入到需要照顾和陪伴的年纪，就需要选择一个各方面都舒服的生活方式和地点，平衡教育，医疗，生活。国内国外都能接受，当然最好是能方便Crypto的地方，大家心中最终归宿是什么？

@cybercatx 有点不解 0.01 是每股的保证金？ 如果是cash secured put的话 APY岂不是很低？求解惑

今年4-5月 当 $LMND 的股价承压$20-30 我卖了上百手长期的put赚了些权利金，卖的最多的是 $13 这个价格。理由是 Lemonade手上的现金现金等价物 换算成每股价值差不多是 $13刀。公司现金流已经转正，且管理层说26年EBITDA转正。市场居然告诉我27年初这家公司的价值将低于手上的现金，意思是>10亿保费，近3百万顾客，lemonade的品牌，tech stack的价值为0。如果27年初市场还维持这个判断，那么我很愿意买下所有这些股票。但目前看来这些put全会归0

@QwQiao @alliancedao @raincards x.com/xiaomengchen/s…

one of the most interesting things i learned from working with the world's largest cohort of stablecoin startups at @alliancedao is that visa has an insane moat the best way for consumers around the world to spend their stablecoin is... via a visa card cc @raincards

@QwQiao @Apple @Meta Also increase inflation and the cost of innovation.

In US, credit card payment cost ~ 3% (mostly issuing bank) for merchant - ~ half profit for many SMBs. In China, wechat (alipay, etc) charges up to 0.6%. The payment system in US is a ripoff. will be sad if nothing changes in 5 years with stablecoin. @QwQiao @Apple @Meta

Distribution is the key to disrupt credit card network. Imagine Apple adds default stablecoin wallet or Meta adds stablecoin payment in its whatsapp/fb messager. They also has the money to promote for the users to change the behavior for the good like how wechat did in China.

Has been in China for the past few days, and using a lot of DeepSeek. For most of my general use cases, it is quite better than GPT-5.

@thedanyuan What do you think it is the reason that HL’s slippage is worse than what its depth shows?

@reisnertobias @manuel_hl @KevinWSHPod @0xResearch @grok What happened to the podcast with Alon on PUMP token

@manuel_hl Not a new podcast but since Alon tanked $PUMP price I was just more grateful for Jeff. Can recommend Jeff on @KevinWSHPod and @0xResearch

Everytime Jeff does a podcast I get more bullish on $HYPE. Today we learned that doing a podcast and not blow up your token is also a skill that not many have.

@Cointelegraph Interested in the similar data for perp

⚡️ LATEST: In Q2 2025, CEX trading volumes dropped 27% to $3.9T, while DEX volumes rose 25% to $877B.

@kaledora Can we add circle stock for perp?

the Nothing Ever Happens trade is starting to feel too crowded

@petergyang FSD - the real world AI driver agent

I feel like outside of coding, real world usage of AI agents is nascent at best. Someone prove me wrong - what's an AI workflow or agent you've set up that's super useful? Something that runs automatically and gives you value without you having to go back and forth with it?