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オレンジ田中さんのYouTube、てつぶらにゲストとして呼んでいただきました!! クリスマス緊急特番!元SKE48矢神久美ちゃんがゲスト出演してくれました!てつぶら#36〜四日市編〜️# @YouTubeより
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$AAVE 最近涨的还不错 1️⃣9月创始人 Stani Kulechov 表示,正在考虑在 Aavenomics 3.0 中加入 AAVE 销毁机制。 2️⃣依然是链上借贷龙头。目前 TVL 约 191亿美元,过去30天增长7.7%;过去30天产生约 36m美元手续费、5m美元协议收入,占整个 Lending 板块约35%。 3️⃣同时 V4 正在加速扩张。目前 V4 TVL 约 过去30天增长约83%,Active Loans已达到约 3.67亿美元; 4️⃣9月25日又在 Base 上正式上线 Coinbase 代币化股票抵押借贷市场。 虽然AAVE 4月后回购,因 rsETH 黑客事件暂停了,但继续看好@aave 接下来的表现。
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Tom Lee 家的 BitMine 真是一周都不带歇的。 上周又买了 17,362 枚 $ETH ,目前总持仓正式破 600 万。 按 1.221 亿枚总量算,已经拿下全网 4.9% 的 ETH,离他们定的 5% 目标只差约 10 万枚。 真·E 卫兵的定海神针, 只可惜现在还亏$36.7亿。 🥲
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.@saylor 在 @binance 的最新访谈中,给出了他对比特币定价逻辑和时间边界的完整推演,他认为比特币的投资机会窗已不足 10 年。 抛开他持仓 84 万枚 $BTC 的立场,视频中这 4 个基于数学和宏观环境的判断值得参考: 1. 明确的时间边界:从现在到 2035 年是最后的红利期。2035 年,99% 的比特币将被挖出。此后,BTC 的增长曲线将逐渐平缓,大约 20 年后,其年化收益将降至仅比标普 500 高 3-5 个点,超额收益期结束。 2. 下一个价格引擎:比特币货币化分为 ETF、财库储备、数字信贷和银行放贷四步。前三步已经发生,未来 36 个月的核心驱动力将是“银行放贷”——逻辑类似房地产,当银行开始接受 BTC 抵押放贷,资产价格才会被真正撬动。 3. 真实通胀的折算:普通人关注 3% 的 CPI(工业品通胀),而资金关注 15% 的“资本成本”通胀(稀缺资产的涨幅)。 AI 会让服务变便宜,但凭空变不出市中心的绝版地段和毕加索的真迹。在生产力越丰裕的时代,绝对稀缺的资产越贵。 4. 黄金的数学劣势:黄金每年约有 2% 的新增供给,这意味着储存在黄金里的购买力每 36 年会被稀释一半,而比特币的通胀最终趋零。 看懂这套逻辑,就能理解他当前发股、发债买币的底层框架。具体论述见视频👇
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胜率49%,一半都不到。 51天,18.2万美元。 他在Polymarket上跑一套会自己改门槛的量化模型,专做BTC Up/Down。 公开账本: 51天,已实现约+182,403美元,日均大约3,500。 36,473次预测,胜率约49%。 均笔不大,靠同一套设置,每小时重复约30次往外刮。 模型只干一件事: 噪声越大,信号必须越强,才允许下单。 阈值随波动走: H = k × σ σ,当前短期波动率。 k,敏感度参数。 H,进入所需的最小信号强度。 盘面安静,H下调,小信号也能过。 波动抬升,H上调,同样的方向直接丢掉。 举个例子: 信号1.8,阈值1.2,下单。 信号1.8,阈值2.3,不做。 同一段走势, 在一种环境里是订单, 在另一种环境里,当没看见。 他不追求神准。 49%的胜率够用—— 过滤掉的是噪声里的假突破, 留下来的才动手。 这个模型最反直觉的地方: 它不预测方向,它只改证据的门槛。 人亏钱,常常是在市场最吵的时候,用最松的标准冲进去。 他反着来: 市场越吵,动手前要的证据越硬。
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Why Tokenization Could Be the Most Important Economic Innovation of Our Lifetime | Bruce Fenton @BruceFenton is a longtime Bitcoin advocate since 2012, securities professional, and one of the early pioneers of tokenized securities. He is the founder and CEO of Chainstone Labs and founder of Atlantic Financial. Alongside Overstock founder @PatrickByrne, Bruce was involved in some of the earliest efforts to bring securities and financial-market infrastructure onto blockchain rails. In 2018, he tokenized equity in his own company, Chainstone Labs, on the Ravencoin blockchain—years before tokenization became one of Wall Street’s biggest narratives. In this episode, Bruce breaks down naked short selling, the plumbing behind traditional securities markets, and why he believes much of the problem is ultimately a ledger problem. We dive into questions such as: Who actually owns the stocks sitting in your brokerage account? How can shares be lent and rehypothecated? What role do brokers, clearing firms, DTCC, and Cede & Co. play in determining who owns what? And could blockchain replace an opaque system of claims and intermediaries with a transparent ledger showing exactly where an asset is and who owns it? We unpack what “tokenized stocks” actually means—and the important distinction between a token that simply gives you exposure to a stock’s price and a security issued natively onchain, where the token itself represents the actual share and the ownership rights that come with it. Bruce discusses how tokenization could allow smaller businesses to tokenize ownership and have their stock traded globally without needing to be listed on a traditional exchange like the NYSE, as well as what a future without KYC could look like. Finally, we get into Wall Street’s embrace of tokenization, the SEC’s evolving approach to tokenized securities, and one of the biggest questions surrounding the future of this technology: who ultimately controls these new financial rails? Remember to subscribe and hit the bell “🔔” icon to get notifications 0:00 Bruce Fenton & Patrick Byrne: Pioneers of Tokenized Securities 3:36 Naked Short Selling Explained 6:28 Who Actually Owns the Stocks in Your Brokerage Account? 12:00 Tokenization Solves Wall Street’s “Ledger Problem” 15:48 What Are You Actually Buying With Robinhood’s Tokenized Stocks? 16:48 Real Tokenized Stocks: When the Token IS the Share 21:46 Tokenization Could Open U.S. Markets to the Entire World 22:52 Why Companies May No Longer Need the NYSE 26:29 Could Tokenized Markets Exist Without KYC? 29:31 Bruce Tokenized Equity on Ravencoin in 2018 30:53 Will Blockchain Make Clearing Houses & DTCC Obsolete? 33:17 Could Tokenization Have Prevented the GameStop Crisis? 38:19 Wall Street Is Embracing Tokenization — Who Gets the Power? 40:20 The SEC’s New Tokenized Securities “Innovation Exemption” 42:57 Why Robinhood’s Tokenized Stocks Don’t Qualify 47:01 Could Everything Eventually Be Tokenized? 51:02 The Dystopian Side of Tokenization: Surveillance & Asset Seizure
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中国情感教父浪迹的传奇人生。 15岁考上成都七中。 18岁考上电子科技大学。 19岁学习PUA。 20岁疯狂泡妞,上床。 22岁解锁百人斩。 23岁加入坏男孩学院。 24岁直播拍实战黄色视频,流量爆炸,成为坏男孩第一情感导师。 25岁创立浪迹教育。 28岁买大平层,开法拉利。 29岁浪迹教育成为中国第一男性情感公司。 30岁第一次被抓。 32岁浪迹教育因为北大PUA事件,全中国人人喊打。 34岁结婚,老婆是币圈混圈整美女。 36岁离婚,被绿,All In币圈炒币。 这就是中国情感教父的传奇人生,Respect!!!!!!!
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1990年的一张合影,把时间一下拉回了36年前。那一年,刘欢 27岁,韦唯 26岁。他们一起合作唱了《亚洲雄风》。#老照片#
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C Ye @C_Ye__ & Britney’s Drama reminds me another story back in 2023. It’s kinda like Deja Vu. Britney leveraged her fame and connections to bully an unknown small-time poker player. I’ve seen many hustler players backing Britney. A lot of them were coerced into supporting her, yet none stepped up to speak up for C Ye. To me, this is grossly unfair and amounts to collective bullying. Most of them don’t even know what really happened. They may simply fear that if they fail to back her, she will get them banned from Hustler @HCLPokerShow since she is the “Queen” of hustler. XD This happened in 2023 at the Bicycle Casino in Los Angeles. Britney set up a game with Peter. She personally brought in two players, Hank and Jimmy, and asked another host, L, to bring five more. (L is just a codename — he is a very well-known Chinese host, but he prefers not to have his name mentioned here.) Most importantly, Britney bought action in all of the players — every player’s wins and losses ultimately ran through her. Charles the Prince also played in the game for about an hour and had action in Hank as well. That means both L and Charles were financially exposed to Hank’s play that night. To this day, L still believes that Hank and Britney were together at the time. The players on L’s side ended up losing. But when it came time to settle up, Britney refused to pay, claiming that someone had stolen chips from the table. The game itself balanced, though — every number was accounted for. Since Britney had action in all of the players, the “stolen chips” story looked less like an explanation and more like an excuse to avoid settling. And when people pushed back, she firmly denied owing the debt. Alan, an Australian regular who used to play at the Bike, happened to be there that night, and he took the matter into his own hands. He spent 36 hours on it. For the first 20-plus hours, he negotiated with the casino and obtained everyone’s deposit and withdrawal records along with the surveillance footage. The review showed that the person who had actually taken the chips was Hank — one of Britney’s own players, and reportedly someone very close to her at the time. Alan handed all of the evidence to Britney. She still refused to pay — and even after all of this came out, she kept up her good relationship with Hank. Only after their relationship later ended did she start distancing herself from him and publicly criticizing him, as if she had never had anything to do with him. Later, L — who was in Vegas at the time — called Britney and warned her that the police would be involved if the payment wasn’t made. Meanwhile, Alan and several other pros were right there at the Bike. Alan never left — he stayed the entire time for one purpose: to get his money. He was relentless. In the end, Britney had no choice but to pay up. Start to finish, the whole thing took 36 hours.
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【《纽约时报》:21世纪最佳电视节目100部】 《纽约时报》发布“21世纪最佳100部电视剧”(The 100 Best TV Shows of the 21st Century)榜单,评选范围涵盖2000年1月1日至今播出的所有电视剧集。该榜单由500多名明星演员、剧集运作人及其他电视从业者共同投票产生,排名有先后之分。 在超过500名参与投票的人中,既有伊丽莎白·莫斯、亚当·斯科特、布莱恩·科兰斯顿、萝丝·拜恩、科尔曼·多明戈和杰森·贝特曼等演员,也有达蒙·林德洛夫、莉娜·邓纳姆、莉娜·韦瑟和诺亚·霍利等剧集主创。 榜单显示,《绝命毒师》位居榜首,《火线》和《广告狂人》分列第二、三位。《继承之战》与《伦敦生活》跻身前五。《权力的游戏》《副总统》《我为喜剧狂》《抑制热情》《亚特兰大》进入前十名。具体排名如下: 1、《绝命毒师》 2、《火线》 3、《广告狂人》 4、《继承之战》 5、《伦敦生活》 6、《权力的游戏》 7、《副总统》 8、《我为喜剧狂》 9、《抑制热情》 10、《亚特兰大》 11、《办公室》(美版) 12、《发展受阻》 13、《都市女孩》 14、《胜利之光》 15、《六尺之下》 16、《办公室》(英版) 17、《美国谍梦》 18、《我可以毁掉你》 19、《切尔诺贝利》 20、《王冠》 21、《白莲花度假村》 22、《迷失》 23、《归来记》 24、《朽木》 25、《守望尘世》 26、《黑镜》 27、《风骚律师》 28、《兄弟连》 29、《基和皮尔》 30、《人生切割术》 31、《幸存者》 32、《安多》 33、《醍醐灌顶》 34、《富家穷路》 35、《真探》(第一季) 36、《匹兹堡医护前线》 37、《太空堡垒卡拉狄加》 38、《国土安全》 39、《守望者》 40、《混沌少年时》 41、《路易不容易》 42、《绝望写手》 43、《浴血黑帮》 44、《马男波杰克》 45、《幸福谷》 46、《大城小妞》 47、《双峰:回归季》 48、《纸牌屋》 49、《正常人》 50、《公园与游憩》 51、《善地》 52、《唐顿庄园》 53、《怪奇物语》 54、《传奇办公室》 55、《不安感》 56、《救援高手》 57、《蒂姆·罗宾逊短剧:还不快走》 58、《查普尔秀》 59、《笔写青春》 60、《窥视秀》 61、《鲁保罗变装皇后秀》 62、《慢马》 63、《幕后危机》 64、《安东尼·波登:未知之旅》 65、《东城梦魇》 66、《彩排》 67、《使女的故事》 68、《黑钱胜地》 69、《安东尼·波登:无国界》 70、《盾牌》 71、《怒呛人生》 72、《鱿鱼游戏》 73、《巴瑞》 74、《熊家餐馆》 75、《足球教练》 76、《某人某地》 77、《摩登家庭》 78、《费城永远阳光灿烂》 79、《傲骨贤妻》 80、《约翰·威尔逊的十万个怎么做》 81、《后翼弃兵》 82、《更美好的事》 83、《火线警探》 84、《地球脉动》 85、《英国烘焙大赛》 86、《幕府将军》 87、《保留地之犬》 88、《嗜血法医》 89、《驯鹿宝贝》 90、《体育老师笑传》 91、《大祸临头》 92、《罪夜之奔》 93、《第11号站》 94、《头号外交官》 95、《豪斯医生》 96、《奔腾年代》 97、《废柴联盟》 98、《先见之明》 99、《吉尔莫女孩》 100、《丑闻》
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