Web3哲学家Arnaud

Toly recently created a new meme by inexplicably attacking Bernie Sanders $Burnie
I may not fully agree with Bernie Sanders' stance on a complete ban on Crypto, but his criticism of the Trump family using Crypto to make money is indeed a fact. Bernie has always been an opponent of Trump, and not long ago he also participated in the No Kings movement.
Toly's shortsighted political stance makes me question Solana's long-term and pragmatic approach to strategy. In the changing political cycle, Solana could gradually transform from an innovative leader into a mediocre chain that neither integra

Circle $CRCL currently has a lot of speculative components in its valuation, and its revenue is heavily affected by interest rate changes. Essentially, it is a bank-like company engaged in interest rate arbitrage, and its valuation has been inflated by the hype around stablecoin concepts.
The secondary market still relies on EV and forward PE ratios because there is a clear DCF valuation, especially for cash flow business models like CRCL that resemble banks.

If you're neither top-tier smart nor eager enough, then you can only be mediocre.
Top-tier intelligence can make up for everything—seeing what others can't see, taking shortcuts others can't reach.
Being sufficiently eager—compensating for talent gaps with intensity and dedication—time will be on your side.
If you lack both, there's no leverage to move destiny.
All that's left is luck, and luck is not a strategy.

Trump:
The war may end soon, but it is unlikely to end quickly.
Prices may rise, but it is unlikely that prices will increase.

Since the cyber philosopher @CyberPhilos announced a full liquidation of on-chain assets, several targets on BSC and Solana chains have experienced flash crashes.
Currently, the philosopher himself has not responded to this matter.

Gender is performative and ritualistic; people produce a gender through behaviors prescribed by social and cultural norms.
If you don't believe it, you can try wearing clothes of another gender and take a couple of laps around.

I used to find it hard to understand what "extreme" means, because in my view there are basically no "extreme" thoughts—only mainstream ideas and niche ideas, and each type of thought needs to be reflected upon and validated.
Later, I finally understood that the word "extreme" is a label people use for ideas that go beyond their own understanding. Just like seeing a man with long hair wearing a skirt on the street, a more neutral term would be "nonconformist."
People process information through labeling; they must categorize the object of understanding into a familiar signifier to reduce f

There is no willpower in the trading arena, only facts.
Willpower should be used on things you can control, rather than relying on luck.

A simple and straightforward principle: when the holding rate is not high, pushing the price up requires taking on the supply, unless liquidity is good and the market tends to follow.
In a low-liquidity environment, pushing the price up is like providing strong emotional value to avoidant attachment; you won't get anything other than being soaked.
It's better to push the price up and squeeze when the holding rate is very high, or to demonstrate a positive effect on assets with good liquidity.

Zhang Xue, Soichiro Honda, and Steve Jobs all share the same temperament.
They are obsessive product enthusiasts who created great brands, turning practical items into luxury goods.
The essence of luxury goods: the materialization of values and aesthetics.
Their driving force is aesthetic perfection, not business profit, so they pursue absolute perfectionism. This obsession ultimately shapes their corporate culture.
In contrast to "aesthetic-driven" leaders are Tetsuo Fujisawa, Ford, Cook, Lei Jun—those who deconstruct and improve product and supply chain efficiency to produce mass-mar

When an analyst's influence is strong enough to shake the candlestick chart, he has already changed.
Few believe, so analysis has value; more followers turn analysis into fact, and facts will trigger counterfactuals from opponents.
Unless he chooses to cooperate with the opponents and face the followers together—this is the way to win forever.

Will Hermes Agent replace OpenClaw?
The era of self-evolving, highly-memory agents.

In coordination games, cooperation is a Nash equilibrium; in zero-sum games, betrayal is a Nash equilibrium.
Therefore, seek out fields that have not yet formed gatekeeping structures—that is, rapidly growing sectors.
Only when a sector maintains rapid marginal growth will the bad habits of stock competition—selfishness, cronyism, vicious competition—appear uneconomical.
When opportunities are everywhere, competing with others becomes an inefficient choice.
I cannot rely on human virtues, but I can always rely on human economics: most people will choose the path with the least resistan

Agents greatly expand the scope of my knowledge.
Many things I previously didn't understand or could only grasp at 10 or 20 percent, with the help of Agents' research, I can now understand at 80 or 90 percent.
Learning with Agents and learning without Agents are completely different concepts, and human cognition will thus enter a new phase of differentiation.
The essence of Agents is transforming the way of cognition from serial to parallel, which is naturally and inherently beneficial to multi-taskers, especially thinkers with ADHD tendencies.

Pursuing order results in mediocrity; pursuing randomness, however, leads to control.
Humans cannot avoid randomness, but they can attempt to understand and manage it.
Power-law tail returns belong only to those present; observe, experience, think, and wait for the next asymmetric opportunity.

2020: COVID-19 pandemic, demand shock
2026: Iran war, supply shock
The decline is not because of the Iran war; the Iran war merely accelerated the downward process.
Regarding the high premiums on risk assets and the potential risks in current credit and liquidity levels, I also discussed this in February this year. At that time, the MOVE index was low, and now it has reached 112.
Intuition and some clues from the bond credit market suggest that a crisis is brewing: MOVE 112 + HY Spread 321bp (in an expanding trend) + TIPS 2.08% hitting a new high + TGA continuously rising.
The current situatio

Where can I buy spot goods $bp ?

Sex education in China is basically absent.
The first scenario: boys think sex is a performance, girls think sex is endurance.
The second scenario: boys think sex is a responsibility, girls think sex is love.
Sex is not understood as itself; it is always linked to other things—performance, endurance, responsibility, love. Everyone is using sex to fulfill a task it was never meant to carry.