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从现在开始，我对美国祛魅了，曾经我特别讨厌自己的国家中国，认为它没有言论自由，建了防火长城，导致我们无法浏览外面的世界。然后是一党专政，领导者独裁统治。然后曾非常向往美国，觉得它是自由的国家、民主的国家、发达的国家。但是如今我祛魅了。我觉得美国是一个价值观扭曲的国家，看似平等民主，其实是白人至上的国家。正因为全球最伟大的 AI 公司 CEO 黄仁勋是一个黄种人，所以就对他展开了迫害。这种明显的种族歧视，在我的国家中国是永远都不会发生的。其实，美国才是那个不自由的国家。它会在全世界攻击对它产生威胁的国家，曾经的日本、现代的中国，它总是害怕被别人赶上，而采取一些卑劣手段。从现在起，我讨厌这个国家，反而更喜欢我自己的国家中国。我觉得中国现在才是一个自由的国家，它尊重企业家，美国不尊重。所以我认为在将来，中国赶上美国是板上钉钉的事情。

United Airlines CEO in new interview on @Starlink Wi-Fi: "Wi-Fi is the No. 1 reason that people pick an airline flight. I think it's the biggest near-term competitive advantage that we've ever had in United's 100-year history. And it really is something that's causing customers to try United because they want Starlink. By the way, all the JFK flights 100% are going to be on Starlink when we start JFK [soon]."

SpaceX has just unveiled a massive new $50 billion Supercomputing Campus that they want to build in Cochise County, Arizona. All info: • Up to 6 GW across the 9 supercomputing buildings • Construction starts 2027 • Size of each supercomputing building: ~493,000 square feet. • Total supercomputing building space: 4.44 million square feet, excluding support facilities. • SSVEC residential customers are projected to see electricity bill reductions of 10–40%. • Up to 24 GWh of grid-connected battery storage to provide backup power, stabilize the regional electric grid, support local voltage, and absorb fluctuations in electricity demand. Among the largest planned battery installations in the United States. • Additional solar generation in the region is planned to supply renewable electricity during the day and reduce demand on the local grid. • No dedicated on-site power plant or fuel storage yard is planned. • Each supercomputing building will have 10 MW of natural-gas-powered standby generation for critical equipment, operating only during utility outages and periodic testing. • No gas turbines will be installed at the site. • SpaceX plans to fund $3.6 billion in grid infrastructure upgrades, transferred to AEPCO at no cost to its members. • Up to $260 million annually in additional benefits for cooperative members at full buildout, on top of residential bill reductions. • Up to $200 million annually for cooperative members statewide, in addition to SSVEC benefits. • The supercomputers will use dry cooling with a closed-loop water circulation system rather than evaporative cooling. • SpaceX projects zero ongoing industrial water consumption. • The cooling system will be filled initially, with water reused for up to 10 years. • SpaceX estimates annual water usage equivalent to approximately 20–30 Arizona residential homes. • Projected annual water use would be less than 2.5% of a single center-pivot irrigation system's annual consumption. • Permanent jobs: Approximately 1,000. • Construction jobs: Approximately 5,500. • Annual property tax revenue: Up to $103 million in estimated new annual revenue. • Regional economic benefits: SpaceX says its investment will support public education, infrastructure, essential local services, and economic development. • Local suppliers: SpaceX is encouraging suppliers to participate in construction and development of the campus. • Noise mitigation: Equipment will be positioned away from neighboring properties where possible, with setbacks and additional screening to reduce noise. • Nighttime lighting: Outdoor lighting will remain off unless work is underway, with active lights shielded and directed downward. • Dark-sky protection: The campus will comply with Cochise County's dark-sky requirements to limit light pollution. • Nighttime construction: SpaceX says it will seek waivers when nighttime construction lighting is necessary. • Wildlife protection: The campus is being designed with consideration for the region's sandhill crane wintering habitat. This campus's purpose is to build one of the world's most advanced AI supercomputing campuses to train SpaceX's superintelligence models and support scientific and engineering breakthroughs. Learn more:

黄仁勋离职，我去查了下英伟达 2016年11月11日收盘约2.2 2026年10月6日历史盘中最高价243 10年时间涨了大约110倍 往后看10年，还有这样大额持仓+睡得着+涨幅110倍的资产吗

Jensen Huang just resigned from Nvidia. What if Elon ends up hiring him to help with Terafab (as well as other things) and together they make America the greatest producer of advanced chips in the world? The most entertaining outcome is the mostly likely, right?

SpaceX has just officially unveiled its next-generation @Starlink Mini 2, which now comes with a built-in battery for the first time. • Up to 4.5 hours of connectivity on a single charge with the quick-swap battery (or plug in USB-C). • Weight: 3.53 Ibs (1.6 kg) including battery and kickstand • Dimensions: 10.35 × 12.36 × 0.91 inches (263 × 314 × 23.1 mm) • Field of view: 55° • Wi-Fi: Wi-Fi 6 • Environmental rating: IP67 • Wi-Fi coverage: Up to 1,800 sq ft (167 m2) • Battery: Removable, rechargeable 71 Wh battery • Battery weight: 1.08 Ibs (490g) • Battery attachment: Quick-release mechanism • Charging: USB-C, 60W • Battery power output: USB-C, up to 60W • Power button: Built-in physical power button • Battery indicators: LED status lights • Kickstand: Integrated, foldable kickstand • Tripod mount: Standard 1/4"-20 camera thread • Charger: Included 60W USB-C wall charger • Cable: Included 3-meter (10-foot) USB-C to USB-C cable Starlink is now taking preorders in the U.S.:

继续「剧本预判」 任何大级别的走势， 都不会单边一直涨（或跌）， 因为这样会导致高倍杠杆得不到清理， 车太重，涨不动/跌不动。 比如上一段的箱体震荡【图1】， 先上去破82k， 打高倍杠杆空头的止损， 再下去破75k， 打高倍杠杆多头的止损， 然后才能突破箱体涨一段。 自从63k以来， 一直都没有像样的回调， 上一个箱体最大跌幅8.9%【图2】， 这一个箱体最大跌幅5.5%， 这导致中倍杠杆多头得不到清理， 车太重，涨不动。 所以我目前依然看， 会有一次万刀以上回调， 我9月22日在86789空BTC的空单还在。 不要老问我空单平了没， 我交易会几分钟发交易记录贴， 比如这是9月22日空单的记录贴： 没发记录贴就是空单还在。 这一个箱体和上一个箱体相反， 先下去82.5k打了多头止损， 现在87.3~88k的空头清算量已经堆起来了【图3】， 所以应该会先上去打这些空头的止损， 然后再向下打掉80~82.5k多头的止损， 完成万刀回调。 从POC来说，应该跌不穿77k【图4】。 如果后续回调到83~84k， 我会先把9月22日86789的空单止盈了， 等到87~88k打空头止损时再开， 然后等到80k左右平。 当然这是最最理想的情况， 一般不会这么顺。 最后再次强调， 剧本预判的只是未来走势的一种可能， 剧本预判≠盈利， 盈利=剧本预判+交易+仓位控制， 重要的是剧本对了拿住， 剧本错了及时止损。 ======【近期交易记录】====== 均为实盘实时记录， （交易几分钟内发记录贴）， 不是马后炮式晒盈利仓。 这几个月不加杠杆， 累积币本位盈利35.1%， U本位盈利98.6%。 【持仓中】9月22日卖50%仓位BTC价格86789，9月24日卖25%仓位BTC价格84460 【盈利1.6%】9月11日卖100%仓位BTC价格77226，16日76012买回 【盈利2.5%】9月10日买5%仓位BNC均价4.5，21日均价6.78卖完 【盈利3.2%】9月4日卖100%仓位BTC价格82050，7日79480买回 【亏损1%】8月29日卖50%仓位ETH价格2430，31日2480买回 【盈利1.5%】8月22日卖50%仓位ETH价格2525，23日2450买回 【盈利4.7%】8月21日买100%仓位ETH价格2100，当日2198卖出 【亏损12.6%】6月18日卖50%仓位ETH价格1738，7月15日卖50%仓位ETH价格1931，8月20日2100买回 【亏损2.4%】6月11日卖100%仓位ETH价格1629，15日1712买回 【盈利20.9%】4月8日卖50%仓位ETH价格2242，4月18日卖50%仓位ETH价格2420，6月5日1645买回 【盈利15.9%】2月6日买100%仓位ETH价格1850，3月4日2144买回 【注意】 没交易时默认状态是全仓现货ETH待涨， 例如从76012到86789是一直持有全仓ETH。

看了一下币安刚更新的 10 月储备金证明： 首先 BTC 一项，链上储备比用户净余额多约 2431 BTC；其次 USDT 多约 12.43 亿枚，其他资产也基本都是超额储备。 不过对 Binance 或者任何一家交易所来说，1:1 储备 + 链上可验证并非加分线，而是这个行业最基本的及格线。 希望行业 CEX 严格恪守这个底线！ 而我们： Don’t trust, verify.