STi克莱小汤

If you want to make quick money from investment, the basic outcome is to give away money,
If you want to earn long-term value from investment, it often may bring surprises instead.
If you want others to take over your investment, you will ultimately be swallowed by even darker hands.
If you want to learn and share together through investment, it will be easier to accumulate value and merit.

In short, you must be true to your conscience; only then can some invisible forces be activated in the midst of it all. This is also an interesting deep-level philosophy, the way of balance.

$BTC $ETH $BNB #加密市场观察

It seems like the whole world is getting ready to pass the buck, with people and institutions being lined up to take the blame.

$NVDAB $BTC $BNB

The metaphysical buff can't be mentioned or activated voluntarily—that is, you can't say, “I have xxxx, come xxxx.” I've already given Binance and Labs two chances this year, and they both missed them. Well, nothing I can do about it 🤧~~ Hope everything goes smoothly from here on out. $BTC $BNB $SOL

$SOL The fact that Solana was singled out by the central bank actually shows that the people within the country still haven’t reached an agreement on how to divide the pie and allocate interests. Some leaders may be strongly in favor, but those responsible for implementation further down the chain—and the parties whose interests conflict with theirs—may not agree. RWA and tokenized assets are clearly the way of the future, but we still need to be extremely cautious when assessing the tokenization of bundled non-performing assets. Otherwise, it could become a new version of the 2008 real estate financial crisis.

Actually, both AI and the internet bubble 🫧 have had their valuations pushed to an absurdly high level by excessive enthusiasm (though it’s hard to say for sure whether they’re really too high). Judging by revenue, they may look overvalued for a while. Things move faster with the Korean-style approach, but they also fizzle out faster. Eventually, valuations will return to a more rational level and start again.

Of course, it’s not a crime to be in possession of a treasured object, but that can still bring trouble. We’ll just have to wait and see how things turn out.

#AnthropicIPO估值遭大型投资者质疑 $NVDAB $SKHYB $SNDKB

#Reddit 's terrible operating model directly led to a cliff-like decline in its stock price and financial results.

1. $Reddit is a publicly traded company and a huge forum, yet it doesn't have a single human customer support channel. This shows that Reddit's operations simply don't care about user experience, especially feedback and the experience of new users. Feedback channels are practically nonexistent; generally, only scam companies have no feedback channels.

2. Reddit is extremely unfriendly to new users. Its infamous shadowban system is practically the biggest disaster in community and forum management. The system was initially introduced in response to investment banks' concerns before Reddit went public that the total number of Reddit users had been falsified. The community was rife with BOT accounts, but that's simply part of this era. You can restrict BOT usage or account registration, but Reddit instead chose a blanket approach.

That means a new user who is a little too active, or who accidentally triggers one of Reddit's own bot rules by making a post, is very likely to get banned outright. Even staff in the shadowban appeals branch say that reviews typically take anywhere from several weeks to several months.

A forum that is this unfriendly to new users, banning them outright without any notice, guidance, or warning, is cutting itself off from fresh, active users who could fuel its growth. New users will also talk about it with their communities, peers, and investors, creating a very harmful negative ripple effect.

What's more, this shadowban system is tied to users' browser cookies. So even if a real user wants to register a new account, there's a good chance it will still be automatically banned by the bot.

I can only describe this system as Reddit's #AI -era act of digging its own grave (Self-Killer); I don't know what else to call it. As more and more new users get banned, more appeals will be filed, making appeal wait times longer and longer. The end result is that countless new users will simply stop using this forum. Its stock price will also keep getting worse.

So how can Reddit solve this problem in the AI era? It's actually quite simple: add multiple levels of verification. Bots won't go to the trouble of completing N layers of verification, and accounts that can complete N layers are very likely to belong to real people. Since they're real users, there's no need to be so aggressive about banning them. Instead, provide more guidance and warnings.

To be honest, I think the hackers may have hit a landmine by attacking Binance this time. This group usually attacks small exchanges, which is one thing. But attacking the largest exchange puts the assets of some mysterious figures at risk, and it’s easy to hit a landmine. This incident once again proves a basic principle: not misusing customer assets and planning ahead can really save you in a crisis. FTX and Fcoin both collapsed on the spot when they faced a crisis, with no room to fight back, because they had misused customer assets. #Crypto# $BTC $BNB $ETH

If candlestick analysis were truly useful, retail investors wouldn’t be able to see candlestick charts. Technical analysis can only serve as a reference for entry and exit points. It influences people’s decision-making psychologically, making it seem “reasonable.” That’s also why it has endured for so long, even though few people can actually achieve sustained long-term returns. $BTC $ETH $BNB

Google's earnings report was ugly, but still within expectations. Let's see how the broader AI business develops going forward. Argon and Carbon still look pretty good. I have nothing but positive feelings about Google—just my personal opinion, not an investment view. I simply like this company's DNA 🧬, just as I like the blockchain and AI industries.

#股票财报季 #谷歌财报能否守住基本盘 $GOOGL

#AI The era, in fact, whether the content matters anymore #AIGC is no longer important, because AI is gradually gaining the ability to learn the writing style of high-quality authors. As long as the creator authorizes their own Agent to learn the content, then AIGC and MCP and other models are instead a means for creators to significantly reduce costs and increase efficiency. But for content platform operations and management, the most important thing next is:

1. ©️ Copyright maintenance and the establishment of reward-and-punishment mechanisms. Those who use AIGC must have content or data copyright, and must also have the awareness that they can be held accountable for content infringement.

2. An optimized mechanism for judging junk content. For junk content, cut off the traffic; for high-quality content, support the traffic (this requires dedicated staff). This point is crucial, because in the AI era, junk content can be produced in huge amounts. The source can instead start from supporting traffic: good creators will inevitably produce mostly in-depth content, be real-name verified, and in the future may also have blockchain ID verification. The more traffic is supported for high-quality content, the smaller the influence of junk content will naturally become. $BTC

3. A high-quality feedback mechanism. Do not blindly trust the judgment of agent bots, because the probability of hallucination and misjudgment is still too high. Improving feedback customer service that communicates with people is crucial. Reddit's recent financial report and data were a major disappointment precisely because its bizarre operational logic of rather mistakenly killing 1,000 than letting one bot go resulted in many high-quality new users being wrongly killed, and Reddit even does not have a human customer service team. This is truly astonishing. By comparison, people at the founder level at Binance are all on the front line arguing with netizens and absorbing feedback; the gap is obvious at a glance. Sometimes a product can rise because of the accumulation of the smallest details over time.

PS: I originally also wanted to test directly letting Claude and other Agent products use AI MCP to call #UniPublisher 's editing and distribution capabilities, so that the Agent could directly complete my idea, but I suddenly found that MCP had only connected long-form calls and not short-post mode yet, so I could only do it manually in the editor hahaha 💡.

Xiaohongshu has no traffic pool for showcasing mini programs,
while WeChat has no traffic pool for showcasing content, haha.
Binance Square lacks a curated pool of professional content, and its algorithm has become a bit more Twitter-like lately;
Twitter is a playground for the pros—advanced accounts get a great algorithm experience, while newcomers are basically in a graveyard, with zero traffic for quality curated content.

$BTC $ETH

It feels like a lot of products are being built, and #AI just follows along and learns from them. The technical moat is practically nonexistent. It seems like doing nothing and just lying low might actually be best. Once the AI arms race hits a bottleneck, it should be ready to use as-is. $BTC $BNB $ETH After thinking it over, I feel it’s better to build my own investment models and tools that involve real interaction. AI really can’t directly replace either of these—they rely too much on a person’s own creativity and experience.

Mbappé, the idiot—just when his form had finally started to improve, his brain short-circuited again. His character is nowhere near Ronaldo’s. Good thing he didn’t win the Ballon d’Or.$BTC

Claude's prospectus says that 5–7% of its revenue comes from banning accounts? Is that basically revenue from “robbery”? Can this kind of revenue really be openly disclosed in a prospectus? And isn't it illegal not to issue refunds after taking people's payments? I feel that even if an account is banned, refunds should still be prorated based on usage. But objectively speaking, this probably also includes amounts Claude API users had already used before being banned #AI #Claude $BTC $ETH $SOL

A PM’s number somehow ended up making this number—it looks so lucky, hahaha ᖰ⌯'▾'⌯ᖳ There are so many predictions for $BTC $ETH on #Polymarket ; they feel just like options.

If you use a Gate card and get banned afterward #Claude , the chargeback application fee could be higher than your subscription fee. 0.0 That means you’d actually lose money, so think carefully before deciding and using it. For example, if your $20 subscription gets banned, applying for a chargeback through their partner could cost $35–45 in fees. 💡 Absolutely unbelievable. I used Claude without a system-wide proxy for six months, then switched to paying with a Gate card and got banned on the very first day. 0.0 I’ve decided what to do; subsequent new accounts have been fine, though. But the fee is higher than the subscription itself—they even quoted $45 the first time and $35 the second. That’s so shameless. So they’re helping users with chargebacks but still trying to pocket $10 as a middleman fee?

I’m gradually realizing why so many people who were incredibly successful in Web2 have struggled to adapt to Web3. After recently experiencing AI products, their workflows, and their promotion and marketing channels, I can really see why. The way Web2 handles launches, user acquisition, and readership is completely different from Web3. #AI is relatively better off, since it’s used on both sides. But for other products, the resources are almost entirely disconnected. The launch and growth strategies that work really well in Web2 simply aren’t discoverable by Web3 users (and vice versa).

Successful Web2 executives come to #Web3 and still only know how to copy Web2’s successful channels, approaches, and strategies. Then they find that people on both sides can’t see each other, and the approach doesn’t fit. I used to just feel that some projects with Web2 executives parachuted in were really strange. Now I’m gradually realizing the root cause. Maybe it’s not that they’re incapable; it’s that their past hits and paths to success are completely different from how things work now. $BTC $ALGO $ETH

Seeing this celestial phenomenon and unexpectedly catching a performance by the legendary Dutch 🇳🇱 jazz band Dutch Swing College, haha. Will $BTC get better?

In the AI era, copyright ©️ agents are going to be in high demand. I’ve noticed quite a few people using AI to generate article after article by copying whole paragraphs from my old posts 😂—without even citing the source. Once commercial activity is involved, this could become a very dangerous situation. Many people may get burned by AI without even realizing it. $BTC $BNB $ETH