与「611」相关的搜索结果

今天的Bilibili World也玩得超级开心！🥹❤️ 非常感谢每一位来见我的朋友，真的很开心能和大家见面！ 希望下次还能和大家一起度过更快乐、更难忘的时光。 爱你们每一个人！❤️ #BW2026# #BilibiliWorld2026# #卡厄思梦境#

Today, I shared with the OpenAI team that I have decided to leave my full-time role at OpenAI and transition to being a part-time advisor. Three months ago, I had to go on medical leave after a severe exacerbation of a chronic illness I’ve lived with for seven years. During that time, it became clear that the road to recovery would be much longer and more complex than I had anticipated—and that I needed to focus on it fully. When I went on leave, many people told me I was courageous for prioritizing my health. The truth is that I am only making this decision now because I failed to make it many times before. Over the years, doctors, friends, colleagues, and loved ones encouraged me to slow down. Two years after I got sick, Facebook offered me the opportunity to take a full year of medical leave. I didn’t even pause to consider it. I immediately said no. At the time, Zuck told me I should play the long game. I wish I had listened. Looking back, I realize that a lot of what made me successful also made this decision incredibly difficult. I grew up believing that opportunities were precious and that when they appeared, you grabbed them with both hands. That mindset carried me from a small town in southern France to opportunities I never could have imagined. By the time I turned 40, I had already gotten to do more than I’d ever dreamed possible as a kid growing up in Sète. I love building. My work has always given me a deep sense of purpose. OpenAI in particular felt like a role that my entire career had been building toward, which made this decision even harder. But what I’m learning now is that grit and endurance are not the only skills required to have impact over decades. Sometimes the harder thing is to stop, listen, and trust that taking care of yourself today makes it possible to contribute for much longer tomorrow. This experience has also strengthened my conviction about why this work matters. It has been a jarring experience to spend my days helping build the future while simultaneously navigating a disabling disease that still has no cure. Over the last seven years, I’ve spent countless hours in doctors’ offices, dealing with symptoms, treatments, insurance, uncertainty, and all the invisible work that comes with being a patient. Like millions of others living with chronic illness, I’ve experienced firsthand how difficult healthcare can be to navigate, even when you have every possible advantage. More than ever, I believe that some of the most important opportunities for AI lie in helping people solve real problems in their daily lives: their health, their finances, their time and the everyday burdens that shape human experience. In particular, curing disease is the most important thing AI could accomplish. I’m excited to continue working towards cures through OpenAI but also through my work with @ChronicleBioAI and @CODA_research. I’m deeply grateful to @sama, @gdb and the OpenAI board for their support during this time and for offering a way for me to continue contributing to the mission without sacrificing my chances of recovery. I’m also so thankful to my team and the many extraordinary colleagues I’ve had the privilege to build alongside. For now, my focus is recovery. But my belief in the potential of technology to solve deeply human problems has never been stronger.

每日大盘解读——BTC 从BTC大级别来看，整体结构依旧处于空头趋势的空头一侧，前期位于582的支撑，在当前的盘面依旧存在，但经过上周数日的回测，其支撑效应会逐渐削弱，接下来短线争夺的核心，会在56488附近展开。 该区域将来的破位与否，也是判断第三个下跌横盘是否到来的关键。 简单明了的来说，没有跌破564区域之前，日线会进行以564为低点的三角收缩态；倘若有效跌破，则可能会进入新的快速下跌通道，然后在4.6-4.2万的区域寻找支撑（重点），中间都会有衔接，避免直接的思维模式。 从当下的中短线走势来看，各级别普遍处于或破位，或抵达压制的状态之中，现价区域未生成有效买点，但有待突破蓄势结构，考虑到往上空间有限，且会产生背驰抛压，就不给现价单了，往下依旧是看长做短的支撑区间。 所以短线多军，主要等价格进一步下探，抵达相应支撑位后，再考虑快进快出的机会；喜欢做空的小伙伴，则要等待产生确切背驰抛压。 短线压制60860-61187， 第二压制61890-62377 短线支撑58402-57910（盯盘缓跌快进快出） 第二支撑56677-56177（小级别可挂，快进快出） *50410-47710区域长期可挂，有效期60天。#BTC#

I ran a BRUTAL 3-year MSTR stress test. Not the cute kind. The “Bitcoin crashes 55% from here, mNAV collapses below 0.50x, capital markets are closed, cash gets burned, BTC has to be sold to pay the senior stack, and everyone on X is filming their victory lap in the clown mirror” kind. Starting point: BTC: $59,135 MSTR: $87.64 Total BTC: 847,363 Cash: $1.4B CEBE: 138,161 sats/share Claim ratio: 41.5% Then the model nukes BTC to $26,611 by month 6. The senior stack does exactly what fixed-dollar claims do when collateral crashes. It explodes in BTC terms. Senior claims go from 351,567 BTC to 819,073 BTC. Claim ratio spikes from 41.5% to 96.7%. Common equity BTC collapses from 495,796 BTC to 28,290 BTC. CEBE gets annihilated: 138,161 sats/share → 7,884 sats/share. MSTR stock gets modeled from $87.64 to $1.01. That is the horror movie. Would the stock price actually go this low in that scenario? I doubt it. 2022 had NEGATIVE -14,000+ of common equity sats exposure and the stock never dropped below $10. But here is where the bear case gets uncomfortable. The model assumes: Zero new BTC buys. Zero common issuance. $167.7M/month of obligations. Cash gone by month 9. BTC sales begin after cash is exhausted. Over 3 years, MSTR sells 115,727 BTC to keep servicing the stack. That is real damage. But it still ends with 731,636 BTC. Final state: BTC: $48,498 MSTR: $51.86 mNAV: 1.40x Common equity BTC: 274,093 CEBE: 76,380 sats/share Claim ratio: 62.5% MSTR survives. The common gets dragged through flaming glass for 18 months, but it survives. The real risk is not “instant bankruptcy" like all the FUD spreaders are telling you. The real risk is CEBE compression while fixed-dollar senior claims temporarily consume almost the entire Bitcoin stack in BTC-equivalent terms. Survival is not comfort. But death spiral? This model says no.

每日大盘解读——BTC 大级别的结构一旦确认，他在短期内就不会轻易改变，所以当前还是价格反抽空头趋势空头一侧后，向预定日线震荡区间回测的走势。 放在中小级别里去看，前期压制持续下行，局部也有新的破位生成，安全的操作模式就是等当前的空头势能腐蚀掉前期的压制后，在价格产生二次下探时介入。 短线压制63264-63812 长周期背驰抛压点65500-66972 短线支撑61175-60034（看长做短，快进快出） 第二支撑58545-57657（看长做短，快进快出）#BTC#