CJ_Blockchain

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"If you were too clever and too fortunate in the past, you develop a bad habit of recklessness—a 'success through sudden assault' mentality—which causes your character to lack one part of the foolish restraint."
Reflecting on Trump's attack on Iran: if there hadn't been that kind of "win" as seen with Venezuela, perhaps Trump wouldn't have been so hasty on the Iran issue this time.
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I heard ByteDance distributed year-end bonuses the past few days?
Listen up, ByteDance engineers.
Your money is what Hengke investors lost to you!
Now that you've taken your year-end bonus, can't you give some back to Hengke?
Hedge your own career a bit.
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To be honest, I have to admire Trump's sense of humor.
Japanese reporter: Why weren't American allies informed about going to war with Iran?
Trump: Why didn't you tell me about Pearl Harbor? Who understands surprise attacks better than Japan?
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Pinduoduo fell, then Tencent fell.
Tencent fell, then Alibaba fell.
Alibaba fell, then Xiaomi?
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Let me be clear upfront: I'm not bearish on AI, I genuinely think AI is incredible.
But the current AI hype is giving me the same vibes as the metaverse craze back then.
Except it's a metaverse on a much larger scale——an AI Great Leap Forward.
The market loves extrapolating wildly into the future.
From "Manus is unbeatable" to "Build for Agent," the future narrative goes: no one will need to use products anymore, only AIs will use them, and so on.
People back in 1969 probably couldn't have imagined that humanity would still be tinkering around on this same little patch of Earth today.
After al
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Tencent's earnings report today was solid and unremarkable.
The key debate point is whether 2026 will see buybacks or increased capital expenditures.
They gave us the answer today—Oriental Meta is preparing to follow Meta's playbook.
I believe this is a short-term negative, but a long-term positive (if the capital expenditure is being spent on acquiring GPUs for Tencent Cloud).
The short-term negative is also easy to understand—many people, including myself, were expecting Tencent to launch buybacks after the earnings report.
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Today's NetEase layoff copywriting has completely blown up on Moments.
Seeing this screenshot, I couldn't hold it together.
The pathfinder of the AI era!
A traitor to the coders!
The despicable advent faction!
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"If I had known" "If only" "I knew" "If" "I feel" "it will still drop" "lost money again" "should I run" "catch it back" "out of money" "forgot" "can't catch it" "damn" "I really give up" "one trade" "bearish divergence" "high probability" "all in" "lucky" "should I still hold" "what do I do, teacher" "help" "scared to death" "thigh slapped off" "can't take it anymore" "don't care" "value investing" "check again in 4 years" "next time I'll definitely follow discipline" "violated my system" "what if" "hey" "control position size slowly next time" "don't dare tell my family"
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I've been experiencing a reading drought recently and have been looking for books.
I suddenly noticed that most historical fiction is about saving the world during the fall of the Ming Dynasty or the Song Dynasty.
Fine, the Qing Dynasty era, even when trying to save the world, it wasn't saving the Qing itself.
How come there's no "saving the world during the fall of the Yuan Dynasty" 😂😂😂?
Are Han Chinese still the core novel audience?
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I discovered that US stock investors simply discriminate equally against all non-US companies.
They don't just discriminate against Chinese stocks and Korean stocks—they discriminate against others too.
They don't believe that non-US companies actually deliver something called shareholder returns.
Is it really just bias, or have they actually been burned before?
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How does it feel like X is full of Tirzepatide?
I, who relies on willpower for weight loss and fitness, shed tears.
Should I just go with the shortcut instead?
Willpower will help me break through!
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I've been playing Polymarket recently.
There are so many talented traders these days, it's like crossing a river full of crucian carp.
Who are all these financial wizards playing this game?
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I saw a post about One Piece the other day.
Turns out Luffy has been an Emperor for quite a while now.
It reminded me of those days back in school when we'd watch together on the classroom projector—Luffy entering Gear 2 to fight Lucci on Judiciary Island.
Watching Naruto come back to the village after mastering Sage Mode to fight Pain.
Those days are gone.
I can't tell anymore if the stories back then were just that epic, or if it's just nostalgic childhood memories playing tricks on me. Either way, the stories now don't seem to hit quite the same.
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Will future large models be controlled by one company? Definitely not.
We have a massive amount of work that needs to be replaced by AI, but many tasks don't require top-tier AI to get done.
There's a term used in recruitment called "Overqualified"—meaning you're too skilled, and our company's position isn't worthy of you.
AI, like humans, will see a large volume of repetitive work in the future replaced by "not-so-smart" AI like Minimax and its peers, with the main appeal being cost-effective and practical.
Recently, because I've been switching between Grok, Gemini, and Minimax frequently, I'
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# Another Year 3/12
I remember that day—my dad called me saying he wanted to bottom-fish BTC and wired me 2 million yuan to convert to USDT to buy BTC. BTC was trading around 5,000-6,000 at the time, but USDT already had a roughly 10% premium relative to RMB. On one hand, I wasn't sure if BTC would just go to zero, and I was already heavily holding a lot of BTC from previous mining that I hadn't sold, getting hit hard by the decline. On the other hand, converting to USDT to buy meant losing 10% immediately, so I talked my dad out of it.
The next day BTC dropped another 50%, falling below 3,000
BTC-3,91%
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Honestly, I can understand those who play the weather on Polymarket; after all, natural sciences are predictable, and those who understand meteorology have an advantage.
Playing with the number of Elon Musk's tweets,
I think it's very much like turkeys before Halloween.
And like eunuchs listening outside the emperor's bed.
I know some people use Elon Musk's historical tweet data to calculate probabilities and profit from underpriced options. But playing this way in the long run probably affects one's mental health.
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Perplexity Today this 【Personal Computer】
Imagine what the scene would be like if in the future your iPhone could also do this.
Ultimate Doubao Phone Plus!

Where is the promised AI era? Can the US stock market experience a crash so I can jump on Apple? A 32x PE is already considered expensive even in Maga 7.
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There is actually a simple approach in the A-share market: just look for targets listed as A/H shares.
If the H-share premium (H-shares valued higher than A-shares) exists, it definitely indicates a good company, even an outstanding one.
Because H-shares generally have lower liquidity and other disadvantages compared to A-shares, and most foreign investors do not recognize Chinese assets, H-shares are usually at a discount.
So, when you find a target with an H-share premium, it must be a core asset.
For example, CATL, for instance, Zijin Mining.
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USDS has firmly secured the third position among stablecoins, with a TVL of nearly $12 billion including DAI, which accounts for 15% of it.
Recently, I reviewed Sky and Spark again. I still don't fully understand how they achieved today's level.
In terms of returns, USDS can only offer around 4% annualized yield.
Spark's SLL has only borrowed a few billion, and excluding what Spark has lent out, there are still over $10 billion of USDS used and held by users.
In a time when stablecoin yields are sluggish across the crypto space, USDS has still grown by 20% in the past month.
Can any
DAI-0,07%
SKY-9,5%
BTC-3,91%
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Has Hakimi still not been forgiven?
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