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punk2898
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punk2898

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行业观察者 |开源输入法 PunkType | Vibe Coding Enthusiast |定居新加坡
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U Holder
U Holder
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8.8 Years
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I'll send out one red envelope every day for a week 🧧—please follow me! Thanks, everyone, for voting!
I'll send out one red envelope every day for a week 🧧—please follow me!

Thanks, everyone, for voting!
This is the first red envelope in my Plaza—I can finally send red envelopes 😁
This is the first red envelope in my Plaza—I can finally send red envelopes 😁
I heard you can post red envelope posts once you reach 1,000 followers 🧧 Can't wait!
I heard you can post red envelope posts once you reach 1,000 followers 🧧 Can't wait!
I'm very sorry—I misunderstood how this mechanism works. USDG is hard-pegged at 1:1 on the exchange, but this on-chain looping loan still follows Aave's mechanism, which is dynamic. So if the peg slips, there's a chance of liquidation. If you max it out at 15x, the chance of liquidation is very high. USDG only needs to drop by 4.76% for me to get liquidated. So if you've also taken out a looping loan, cancel it. —— Three months ago, Aave proposed changing the ratio from fixed to dynamic (as shown in the image). You still need to be extremely careful on-chain. I thought I was safe, but in reality, they just couldn't be bothered to go after me.
I'm very sorry—I misunderstood how this mechanism works. USDG is hard-pegged at 1:1 on the exchange, but this on-chain looping loan still follows Aave's mechanism, which is dynamic. So if the peg slips, there's a chance of liquidation.

If you max it out at 15x, the chance of liquidation is very high. USDG only needs to drop by 4.76% for me to get liquidated.

So if you've also taken out a looping loan, cancel it.

——

Three months ago, Aave proposed changing the ratio from fixed to dynamic (as shown in the image).

You still need to be extremely careful on-chain. I thought I was safe, but in reality, they just couldn't be bothered to go after me.
Here’s the Sunflower Manual for you all. These guys aren’t being honest. Here’s how I’d rank them: Explicit posts: No explanation needed—the biggest reach. Suggestive content: If you’re too scared to post explicit stuff, surely you’re not scared to post suggestive content? Don’t let talk of penalties scare you; there aren’t any. If you want reach first, suggestive content is your best bet. The Chinese-language space is a special case; I’ll explain why another time. (Recommended) Political hot takes: Anyone who’s gotten into it knows—permanent haters and little pinks will fight in your comments. Social issues: If you’re afraid to post political hot takes, surely you can post social news. The more controversial, the better. (Recommended) AI, AI, AI: Just post about AI, because people all over the world have FOMO—and this stupid algorithm has FOMO too. So go work for the algorithm. (Recommended) That’s all you need. Don’t worry about likes, bookmarks, comments, or quote posts—they’re all just surface-level metrics. Oh, and don’t post crypto content! Don’t post crypto content! Don’t post crypto content! 😂 I will not entertain any objections.
Here’s the Sunflower Manual for you all. These guys aren’t being honest. Here’s how I’d rank them:

Explicit posts: No explanation needed—the biggest reach.

Suggestive content: If you’re too scared to post explicit stuff, surely you’re not scared to post suggestive content? Don’t let talk of penalties scare you; there aren’t any. If you want reach first, suggestive content is your best bet. The Chinese-language space is a special case; I’ll explain why another time. (Recommended)

Political hot takes: Anyone who’s gotten into it knows—permanent haters and little pinks will fight in your comments.

Social issues: If you’re afraid to post political hot takes, surely you can post social news. The more controversial, the better. (Recommended)

AI, AI, AI: Just post about AI, because people all over the world have FOMO—and this stupid algorithm has FOMO too. So go work for the algorithm. (Recommended)

That’s all you need. Don’t worry about likes, bookmarks, comments, or quote posts—they’re all just surface-level metrics.

Oh, and don’t post crypto content! Don’t post crypto content! Don’t post crypto content! 😂

I will not entertain any objections.
Does your flight support Musk’s Starlink? 🧐 (Are there any investment opportunities?) Whether a flight supports Musk’s Starlink has become really important. In the past, you could get online during a flight, but the connection was painfully slow. With Starlink, you can even play Honor of Kings directly. There weren’t many Starlink-equipped flights in 2025, but 2026 is a year of rapid growth. Here’s where things stand: - More than 40 airlines worldwide support Starlink. - Europe leads with up to 20 airlines, followed by North America with 10. Most of the airlines you know support it. - Asia is the region most relevant to us. There are currently 9 airlines, but only 3 are already using it—all Japanese and South Korean carriers. Singapore is expected to launch service in 2027. China has none, for the simple reason of “national security.” - The Middle East is the most enthusiastic, with 5 airlines. Even the most luxurious carriers support Starlink. - There are fewer in Latin America, Oceania, and Africa. In the past, in-flight Wi-Fi was ridiculously expensive. Starlink is now faster and more reliable, and it’s generally free because costs have come down, too. But what you should really pay attention to isn’t Starlink—it’s the investment opportunities‼️ Starlink’s competitors: (about 11 companies) I’m putting together a list. Mark this for now, and tap the little bell 🔔
Does your flight support Musk’s Starlink? 🧐 (Are there any investment opportunities?)

Whether a flight supports Musk’s Starlink has become really important. In the past, you could get online during a flight, but the connection was painfully slow. With Starlink, you can even play Honor of Kings directly.

There weren’t many Starlink-equipped flights in 2025, but 2026 is a year of rapid growth. Here’s where things stand:

- More than 40 airlines worldwide support Starlink.

- Europe leads with up to 20 airlines, followed by North America with 10. Most of the airlines you know support it.

- Asia is the region most relevant to us. There are currently 9 airlines, but only 3 are already using it—all Japanese and South Korean carriers. Singapore is expected to launch service in 2027. China has none, for the simple reason of “national security.”

- The Middle East is the most enthusiastic, with 5 airlines. Even the most luxurious carriers support Starlink.

- There are fewer in Latin America, Oceania, and Africa.

In the past, in-flight Wi-Fi was ridiculously expensive. Starlink is now faster and more reliable, and it’s generally free because costs have come down, too.

But what you should really pay attention to isn’t Starlink—it’s the investment opportunities‼️

Starlink’s competitors: (about 11 companies)

I’m putting together a list. Mark this for now, and tap the little bell 🔔
Encouraging someone to start a business is like…
Encouraging someone to start a business is like…
Unitree surged 18% today, and my long-short strategy made a little money too. How did I do it? (A step-by-step tutorial) Just like going long Tesla and shorting SpaceX, I went long Unitree while taking an equal-sized short position in ChangXin Memory Technologies. Here’s why: - As I noted in my previous analysis, Unitree and ChangXin have similar public-float ratios. There won’t be any new shares entering the tradable float in the short term, but bearish sentiment is intense. The stock has fallen 60% since its IPO, so there’s not much further it can drop. - ChangXin is different: it has been trading sideways near its highs for a long time, but its lock-up period ends early next year. That means it’s being propped up, and it’s also being dragged down by the broader AI market. So going long Unitree and shorting ChangXin feels like a more comfortable trade. You can also add a few times leverage, making your capital extremely efficient.
Unitree surged 18% today, and my long-short strategy made a little money too. How did I do it? (A step-by-step tutorial)

Just like going long Tesla and shorting SpaceX, I went long Unitree while taking an equal-sized short position in ChangXin Memory Technologies. Here’s why:

- As I noted in my previous analysis, Unitree and ChangXin have similar public-float ratios. There won’t be any new shares entering the tradable float in the short term, but bearish sentiment is intense. The stock has fallen 60% since its IPO, so there’s not much further it can drop.

- ChangXin is different: it has been trading sideways near its highs for a long time, but its lock-up period ends early next year. That means it’s being propped up, and it’s also being dragged down by the broader AI market.

So going long Unitree and shorting ChangXin feels like a more comfortable trade. You can also add a few times leverage, making your capital extremely efficient.
This is the riot in Paris, France. The world has become as chaotic as a “short drama.” “Rituals have crumbled and order has collapsed—the signs of the end times.”
This is the riot in Paris, France. The world has become as chaotic as a “short drama.”

“Rituals have crumbled and order has collapsed—the signs of the end times.”
The counterintuitive part: GrokBot wasn’t developed by the Grok team GrokBot was originally called Seed and was developed by the Cursor team. Since Cursor is aimed at professional developers, the team wanted to build a product for everyday consumers, so they kicked off Seed Then Cursor was acquired by SpaceX. Musk took one look at Seed and thought, “This thing is awesome!” So he renamed it GrokBot And that’s how we got this. GrokBot was designed to support multiple models from the start. Just imagine how amazing it would be if GrokBot supported DeepSeek Flash 1️⃣ Faster: Grok is so, so, so slow. Flash is lightning-fast 2️⃣ Practically free: Grok runs out of quota in no time, while you can use Flash endlessly 3️⃣ Smarter: That’s right, Flash is smarter than Grok So, stick with Hermes, Codex, and Claude
The counterintuitive part: GrokBot wasn’t developed by the Grok team

GrokBot was originally called Seed and was developed by the Cursor team. Since Cursor is aimed at professional developers, the team wanted to build a product for everyday consumers, so they kicked off Seed

Then Cursor was acquired by SpaceX. Musk took one look at Seed and thought, “This thing is awesome!” So he renamed it GrokBot

And that’s how we got this. GrokBot was designed to support multiple models from the start. Just imagine how amazing it would be if GrokBot supported DeepSeek Flash

1️⃣ Faster: Grok is so, so, so slow. Flash is lightning-fast

2️⃣ Practically free: Grok runs out of quota in no time, while you can use Flash endlessly

3️⃣ Smarter: That’s right, Flash is smarter than Grok

So, stick with Hermes, Codex, and Claude
GPT-6 Astra is so handy for visa applications. It got my application done while I was writing a tweet 😁 I used to dread applying for visas. Now GPT knows all my information and can control my computer to check my passport and photo and fill out the forms. I just need to authorize it and review everything at the end. Astra can handle most of the tedious tasks you’d otherwise have to do by hand, such as: - Booking flights and hotels - Filing travel expense claims - Submitting documents to government agencies - Filing medical expense claims And all sorts of other things you find awful and tedious.
GPT-6 Astra is so handy for visa applications. It got my application done while I was writing a tweet 😁

I used to dread applying for visas. Now GPT knows all my information and can control my computer to check my passport and photo and fill out the forms. I just need to authorize it and review everything at the end.

Astra can handle most of the tedious tasks you’d otherwise have to do by hand, such as:

- Booking flights and hotels
- Filing travel expense claims
- Submitting documents to government agencies
- Filing medical expense claims

And all sorts of other things you find awful and tedious.
The iPhone Duo will keep me going until 2027 😂 As expected, the yield on good products is painfully low. I’ll give them a month to ramp up production. If things don’t improve, I’ll return it.
The iPhone Duo will keep me going until 2027 😂 As expected, the yield on good products is painfully low.

I’ll give them a month to ramp up production. If things don’t improve, I’ll return it.
How big is your place? Mine has 9 air conditioners, and it only costs 400 Singapore dollars a month.
How big is your place? Mine has 9 air conditioners, and it only costs 400 Singapore dollars a month.
When it comes to putting on a show, Musk takes the cake. Now let's see what Lei has in store.
When it comes to putting on a show, Musk takes the cake. Now let's see what Lei has in store.
A flying Tesla—I thought it was AI at first glance. Tesla/SpaceX stocks are about to go up again 😁
A flying Tesla—I thought it was AI at first glance. Tesla/SpaceX stocks are about to go up again 😁
“China’s No. 1 stock-market influencer” Li Daxiao says: “The U.S. stock market is a fake bull market, an illusory bubble propped up by just a few stocks.” Looks like I still shouldn’t buy U.S. stocks. They just keep rising, and it’s all manipulated. Buying A-shares lets me serve the motherland, at least.
“China’s No. 1 stock-market influencer” Li Daxiao says: “The U.S. stock market is a fake bull market, an illusory bubble propped up by just a few stocks.”

Looks like I still shouldn’t buy U.S. stocks. They just keep rising, and it’s all manipulated. Buying A-shares lets me serve the motherland, at least.
Dongchedi is really doubling down on its “hardcore tests”—this time, they had cars rear-end trucks. Here’s my summary 📊 First, how to stay alive: 1️⃣ If you see a big truck, steer clear. It could save your life. 2️⃣ The safest seat is behind the driver. Now, let’s look at how each car did: 👑 God-tier - Model 3: The A-pillar stayed intact, and both the driver and front passenger could still get out and have a smoke 😂 💎 Luxury cars - Mercedes-Maybach: How did the best-performing sedan do? The front passenger was done for, but the boss’s seat was almost unharmed. 🐮 - Mercedes G-Class: Probably the toughest car here. Minor injuries for the front passenger, no injuries in the boss’s seat. Impressive 🐮 Luxury cars really are something else. - 1.7-million-yuan Range Rover: The roof flew off, and nobody in the car was spared. The front passenger was done for, and the driver probably didn’t make it either. Even the SOS system failed. (Looks impressive, but doesn’t hold up in practice.) 🇨🇳 Chinese-made EVs - Xiaomi SU7: The front passenger’s neck took quite a beating, but the A-pillar held up. - Li Auto L6, Aito M7, Haval Big Dog: About as bad as the Range Rover. - Zeekr 001: The SOS system failed too. It looked like the people in the impact zone had died on the spot 😂 - NIO ET5: Both the driver and front passenger were gone… ⭕️ Other cars - Mercedes GLC: The front passenger was gone on the spot, and the airbag even caught fire. - BMW X5, Volkswagen Tiguan, Honda CR-V, BYD Song: The cheaper ones didn’t do too well either—the front passengers were pretty much all GG. Conclusion: Best to steer clear of trucks.
Dongchedi is really doubling down on its “hardcore tests”—this time, they had cars rear-end trucks. Here’s my summary 📊

First, how to stay alive:

1️⃣ If you see a big truck, steer clear. It could save your life.

2️⃣ The safest seat is behind the driver.

Now, let’s look at how each car did:

👑 God-tier

- Model 3: The A-pillar stayed intact, and both the driver and front passenger could still get out and have a smoke 😂

💎 Luxury cars

- Mercedes-Maybach: How did the best-performing sedan do? The front passenger was done for, but the boss’s seat was almost unharmed. 🐮

- Mercedes G-Class: Probably the toughest car here. Minor injuries for the front passenger, no injuries in the boss’s seat. Impressive 🐮 Luxury cars really are something else.

- 1.7-million-yuan Range Rover: The roof flew off, and nobody in the car was spared. The front passenger was done for, and the driver probably didn’t make it either. Even the SOS system failed. (Looks impressive, but doesn’t hold up in practice.)

🇨🇳 Chinese-made EVs

- Xiaomi SU7: The front passenger’s neck took quite a beating, but the A-pillar held up.

- Li Auto L6, Aito M7, Haval Big Dog: About as bad as the Range Rover.

- Zeekr 001: The SOS system failed too. It looked like the people in the impact zone had died on the spot 😂

- NIO ET5: Both the driver and front passenger were gone…

⭕️ Other cars

- Mercedes GLC: The front passenger was gone on the spot, and the airbag even caught fire.

- BMW X5, Volkswagen Tiguan, Honda CR-V, BYD Song: The cheaper ones didn’t do too well either—the front passengers were pretty much all GG.

Conclusion: Best to steer clear of trucks.
2049, everyone's leaving early, huh? Now all of Singapore is one giant gas chamber 🤮 I want to move somewhere else for a while. Any suggestions? Singapore is no longer habitable. And I looked it up: Indonesia makes 30–40 billion dollars a year from this, so they'll definitely keep burning away tirelessly 🔥
2049, everyone's leaving early, huh? Now all of Singapore is one giant gas chamber 🤮 I want to move somewhere else for a while. Any suggestions?

Singapore is no longer habitable.

And I looked it up: Indonesia makes 30–40 billion dollars a year from this, so they'll definitely keep burning away tirelessly 🔥
Internet cafés are popular again, and the reason is kind of sad. On the one hand, people are running out of money. On the other, it’s hard to find entertainment that costs just 5 yuan an hour. The riskiest times can also be the most profitable. Right after the pandemic ended, you could take over a shop for next to nothing and earn back your investment in just a few months.
Internet cafés are popular again, and the reason is kind of sad.

On the one hand, people are running out of money. On the other, it’s hard to find entertainment that costs just 5 yuan an hour.

The riskiest times can also be the most profitable. Right after the pandemic ended, you could take over a shop for next to nothing and earn back your investment in just a few months.
By the way, is mine a bit too abstract?
By the way, is mine a bit too abstract?
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