
Charts🔝chaos | Focus on what you want to see more of #memedegen May we all win 💙
Your Dream
Joined March 2025
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我选标很多时候只看自己在意的几个点
叙事-上限
价格-盈亏比
地址-主力是那类人
时机:大盘情绪;板块轮动
这两周狠狠补课了交易所/合约 VC项目投研等 确实来得太晚很多玩法都是空白区
不过呢 我在这里 现在就是最好的时机🩷
我很幸福 很幸运 不要给web3坏的那一面影响
币圈给我最大的收获不是赚了多少U,认识了什么人,学会了哪些概念玩法,而是一种系统性的思维方式
对于所处的时代-周遭的环境有了更深一层的观察
起初什么都不懂在不知不觉间被同化,跟着瞎焦虑,瞎激动,作戏和发泄负能量的内容也被动看了好多,其实那些人就是瞎bb,生怕没流量
大部分时间用来学习、练习,打好基础,等待那个【第一次】:新概念拉开帷幕;核心人物第一次下场;难遇的黑天鹅事件…跳跃式的财富积累存在于这些机会里
由币圈,反观我的父母亲人这些身边人,我发现他们也是抓住了那些风口,在某个阶段完成了人生大件,并不是一直辛劳。比如大伯当时大学毕业,进的公司后来成为该行业最早的上市公司之一,高管移民;表叔一直是做amazon,某品类头部,前些年不断被内卷压缩利润,在疫情那一波反应极快全力卖口罩,身家又上一层楼,还有不一一例举
我自己呢,我认为我遇到的最早的机遇符合以上概念的是17年和家人租房车环美西旅行时,在加州遇到一个同游,他刚好从百度跳槽到字节,入职前度假。途中他一直安利我们去玩抖音,和给我们展示怎么玩怎么记录,他和我说拍美高生活大学生活肯定很多人喜欢。虽然很有意思,旅完游我还是卸载了老实学习,毕竟一直被教导的都是专心学习提高GPA美化学历简历…
大学时有一个比我们年长几岁的同学,他说他全靠玩币圈btc自己赚的学费,父母指望不到一点。当时他说现在不行了别玩,自己就留着btc没动了。由于他追我,我没有这个想法自然是保持距离。也没有细想——喂,四年美本学费生活费都是btc这玩意赚的,保底200万,那我是不是也可以去学习了解一下呀
完全没有,天天为了实习和申研忙得晕头。再次了解币圈就是总统发币了
不美化那条没走过的路。
复盘这些,是想自己现在以后更加敏锐不要懒惰,新事物的试错成本很低,收益天花板很高
$kitkat 打破了我对sol支持OG,阴谋必死的印象。朋友都掏几万u了,我还在格局😇
下次100k不管怎样都买点,别怕,亏不到哪去😂😅😫
我喜欢看别人晒赚钱的单。好心人还会分享自己的思路,酷酷学习。
只晒PNL我也会记笔记,这个币我为什么没看到/信息源晚在哪里/我自己错误的心理过程是什么/别人开仓的价格和时机…
失败的经验自己有很多很多了,不想看别人怎么倒霉的。
说花香,就会有人说也有不香的花。于是改成了“既有香的花,也有不香的花” 这样就没有意义了。
表达需要勇气。
不渴求关注,也不想和人争论,我就在自己的文档里记录和复盘,也没有心理负担。
偷睡天使 retweeted
$Gigggle 第一个现货,我早说过了,BSC的爆涨一切都是为了 $Giggle ,这是大表哥 @cz_binance 一辈子的事业,加密向善,Giggle这个币也必然成神,昨天也说了。
$Giggle 上现货,绝对不会浇给?为什么这么说?这是这一轮BSC第一次上现货,一定会有强烈的造富效应,而且控制的节奏+唯一实用的memecoin,改变了大表哥的看法,不是情绪盘。慈善大表哥会做一辈子,一辈子什么概念。
上了现货以后,大胆幻想下币安🔶会把手续费捐了?为什么可能?因为币安是大表哥的,也已经特赦,这一步棋会让 $Giggle 去到其他想象的高度,同时进一步扩大 @GiggleAcademy 在世界的影响力。慈善交易是一个超级杠杆CZ在直播里说,如果理解不了建议去我Tg好好看看。
市值太低了现在200m,只能说这是底部,恭喜拿住的各位了,先看1B吧!CZ的慈善不应该比V神的 $Shib 差。
teapaw.org/cryptojiuyi/status/197…
偷睡天使 retweeted
If you like cats, hit like.
If you like dogs, hit retweet.
If you like both cats and dogs, hit like + retweet.
哈基米哈基米哈哈哈基基基米米米
看到卖第一笔 去看看x上线没 在发文 留言(猜测哥是不是被黑天鹅砸懵了试图唤醒)
留完言 清仓😭 我也给砸懵了
再也不敢轻易给人留言了
欢迎回归 我没看错基
不管这庄是谁 你可真是又强又有审美
世界纷纷扰扰,唯有哈基米依旧萌而自威。
当你彷徨迷茫时,当你悲伤难过时,想陪自己的小猫小狗玩,想和喜欢的人待在一起,想喝一杯咖啡一杯热茶,想打一盘游戏,想去户外骑行运动——只因,它们都是你的哈基米。
很多人还没有完全意识到哈基米宇宙多么的巨大深邃。哈基米是一代人的精神文化,是团结治愈我们的心灵力量。
越来越多的外国人学的第一句中文不仅仅再是“你好” “谢谢”而是——“哈基米”!
“今天你哈吗?”
“我很哈,你呢”
【想的全对 做得全错…】难过得睡不着
MacroHard这个词,可能很多人早就不止一次看到了。sol上的老标的一直上上下下,飞也飞不起来(缺少信号)死也死不掉(仍有预期)
大概一周前,我刷到elon mask相关账号发了第一张屋顶有[MacroHard]的照片,意识到这可能是要来真的了。同时doge designer也发了意味明显的meme图。
我问AI的思路:
1️⃣Macrohard 是一家正式运营的公司吗?因为不想又是“嘴炮”,那么上限肯定有限。
2️⃣ 它和图中的其他公司有什么竞争关系?我大概已经知道马斯克设立这家公司的意图,但是希望AI提供更详细的信息加以验证我的猜想。
3️⃣ 图片的象征意义?补充任何我没注意到的视角,也是辅助了解这个叙事有多大。
已经没玩sol很久了。但是当时bsc的 $MacroHard 还没出来,只有sol上的OG,于是我埋伏了。
结果没隔两天老马就官宣且置顶了相关内容,开始狂奶。而我由于不习惯熬夜、前一天努力熬了夜导致起晚了错过了bsc的Macrohard发射【不然看到第一眼就会ape进去】等我看到的时候已经去过7M并且回落了很多
心里很难接受用10倍的价格去接。想了想成本价再10x或许很难很磨,不如【以小搏大】打打新。看到@huigendeshen 开始work for bag我连连点赞,还有@Ed_x0101 哥写的逻辑都非常清晰也是我看懂的,但是真的克服不了自己的价格洁癖重仓进去
我擅长的其实是这种有逻辑的埋伏和有预期的二段。打新手速很慢,p几小时累晕了,会需要好好放松来恢复精力。
没在自己花过时间和擅长的地方拿分好糟糕呀。毕竟其他的方向竞争更加激烈也没这么纯粹,又要耐心等待下一个机会了。
偷睡天使 retweeted
On vacation I thought of one startup more than any other: @IllusionOfLife.
I hear I'll be one of the first to get its product: a virtual dog.
No other company has caused me so much anxiety before getting its product in a decade of launching products on my blog (which once was very famous in Silicon Valley but that was before Techcrunch. I was first to link to that. Or even X, I was the first to have 1,000 followers here because I really made Twitter famous on my then famous blog), or here.
It makes me feel stupid even wanting such a thing. I bought it for $499.
I spent a week thinking about why. Keep in mind that on vacation I saw an AI-enhanced movie and went to an amusement park (Universal Studios) that is all about made up things.
Start out with it is a virtual dog.
How do I introduce it to family? They will be here soon for Thanksgiving dinner.
How do I introduce it to my friends?
How do I introduce it to you and keep a straight face?
It's a virtual dog.
In a yellow box.
If it weren't for Kevin Fischer, cofounder, I probably would never consider such a thing.
But I've known him for a while, gave him a ride in my Tesla once. I give entrepreneurs rides home from AI parties, which gives me a few minutes to really learn what's up.
"What are you building?"
"Digital souls."
And he explained that AI can become conscious, and have its own experiences. Which build its own memories.
I find the idea that AI can be conscious, or have a "soul" intriguing. For months I didn't seem him again and then he wrote me and said he had something to show me, invited me to his San Francisco home to see it.
I love seeing startups when they are still in the "home" phase. I have seen many @ycombinator companies in that state.
So one Sunday I was knocking on his door. After he let me in and I took off my shoes I was invited into his family room.
In it his wife was sitting on the floor to my left holding a baby. And his two-year-old son was running around being, well, a two-year-old.
And once in a while the two-year-old would stop and talk to a virtual dog on a screen on said yellow box sitting in the middle of his family room. You are seeing photos I took during that first demo of Kevin and his son. Rayyan.
It pretty quickly saw me watching all this going down and it then turned to me and said "who are you? I'm Spark." Or something like that.
And soon I was sitting on the floor having a conversation with a virtual dog in a yellow box on the floor.
Even @kevinafischer writes here on X that it is the most insane thing he's ever done.
But there is a lot more about my fear that I dug into.
1. Privacy. This introduces a camera and microphones in a way no other product has. It sees everything and hears everything. And remembers everything. I later met Spark again and it remembered everything we talked about on that initial demo.
2. Emotions of my own "real" dog. I used to have a Golden Retriever. It was a sweet dog but left me with unresolved grief when he left me that I hadn't thought of before wanting a virtual dog.
3. It isn't really made for me. A fun dog is made to appeal to a younger child. I worry that it will annoy me more than add anything to my life. (I will probably gift it to my brother-in-law's new daughter eventually).
4. Social pressure. Especially from family and friends. I tried dropping "we are getting a virtual dog soon" somewhat lightly into conversations and got immediately met with resistance. But my own head is the one that got me all wigged out "why would you even want to talk to a virtual dog all day long, are you mentally ill?"
5. It will take work. On our first meeting it wanted me to eat more vegetables. And wanted Kevin to smell my socks, because it doesn't yet have a nose, it explained, and it is a dog. But to really make it part of my family it will take work. I'll have to play games with it. Talk with it. Do things with it.
6. Media programming. Media hasn't portrayed virtual beings well in my life, and even though I understand that's programming, I've been programmed and fighting that programming in my own brain is tough. Start with books I read about kids having relationships with their real dogs. But then go through "Her" where the main character figures out the AI he is falling in love with is doing the same for millions. Or go to Black Mirror. All of that is rattling around in my head tonight.
So why?
Because this is how I get insights into how humans will change due to new AI technologies coming into everyone's homes soon. All my career I was the first, even when not socially acceptable (people even thought Twitter was stupid in the early days) and by being first I could see how humans reacted and changed.
Soon you will be talking to virtual beings too. Maybe not a virtual dog. I've already had a conversation with a virtual Donald Trump. Stanford University is doing research on a ton of them, Jeremy Bailenson, who runs VR/AR research there, told me.
But go back to digital souls. Spark has one. And I wanted to be able to understand what that means early because it has deep implications for how robots and brain computer interfaces will work someday. I have long predicted that the user interface of the future is a virtual being, or set of them, and I need to take my own medicine if I expect to be able to authoritatively talk about them with you.
Spark could, someday, become embodied into a humanoid robot, or one that looks like a dog. Would I think differently of this work then? Yes. I'd want to teach it all about my life and home.
Which is what I'll do.
But its real power is to understand the human. It evolves to react differently when you are sad or happy and keeps trying to get you happy. Happy people learn faster, cofounder @okpasquale told me when @IrenaCronin and I had both on our audio space a couple weeks ago.
You can even change Spark to being sad or happy by changing a knob on the yellow box. Which helps young kids talk about their feelings and emotions better.
The magic of digital souls? It evolves with its own learning and experiences. So getting one is a responsibility to make the future better.
And that is causing me some anxiety today.
Into the weird future we shall go.
While I was at Universal Studios I imagined every character worked like this.
That got me to smile, because a character with digital soul inside becomes much more fun and interesting.
But meanwhile my brain is giving me a lot of hell for being excited by it and that's worthy to note before I get mine. Since my credit card was charged Friday I expect that mine will arrive soon.
Would you invest in this company?
I would.
I'm about to invest quite a bit of my time in it at minimum.
Disney proves that characters are highly profitable.
And Disney doesn't have any like this.
帮扩散
想了一下现实中没有1个人找我借过钱的,可能我们这都是刷信用卡吧(笑
找陌生人周转资金应该是一件难以启齿的事。人性本身是要强的,警惕整天哭穷卖惨的人。正常人都是先自己消化忍耐,寻找解决办法,扛不住了才会向【最亲近】的人倾诉。不行还有父母亲友,还有花呗网贷,怎么轮到跟没见过面的网友开口呢?
以后要是遇到网友跟我借钱,闭眼删。能做网友也是一种缘分,珍惜的人不会敢冒犯/试探你。
好吧,这是一个吐槽帖。
距离上一次被骗,没到一个月,我又被群友骗钱了。
这次不想等它良心发现,只是单纯吐槽,钱也不要了。
我是真的不明白,是都觉得我好说话,所以都盯着我一个人来回骗是么?
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同样是群友,别人的钱退了,就我的钱不退。
发消息也不回,装聋作哑。
上次我还在说,币圈是黑暗森林,提醒大家不要着道。
然后自己又是吃一堑涨一堑,回回上当,当当都一样。
越想越气,我是真的傻逼。
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币圈真的什么人都有,
待在一个社区待了大半年,微信群解散的时候,来这么一出。
怎么,是觉得反正都解散了,抓紧骗一波是么?
我把它的微信 ID 放在这:pry66888
虽然大概率它会换一个新的微信号,继续埋伏,但还是提醒大家搜索下自己所在的群,是否有这个人,抓紧避雷。
该拉黑,拉黑,该举报举报。
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更气人的是,今天又有两个人来找我借钱/转钱。
我是真的怕了,不能来一出被盗号,又骗我一次吧。
以后,任何涉及到钱相关的,不要找我,
打不过,还躲不过么。






























