Zambia has started connecting 751 health facilities across all 10 provinces with Starlink, and the first 90 kits went to Western Province.
There's something poetic about where they started. Every year at the end of the rainy season the upper Zambezi floods the Barotse plain, and for centuries the Lozi king has left his compound at Lealui by royal barge and moved to higher ground at Limulunga. The ceremony is called Kuomboka. In Lozi it means "to get out of water."
Now picture running fiber or building towers across land that turns into a lake for part of every year. A Starlink dish only needs a clear view of the sky, so the water below stops being the problem.
In March 2020, months before Starlink had its first beta users, Elon Musk said it would serve the 3 or 4 percent hardest-to-reach customers, people with no connectivity or really bad connectivity. Six years later, with funding from the Global Fund through Zambia's Ministry of Health, clinics on one of Africa's great floodplains are being brought into the country's electronic health systems from orbit.
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聪明的朋友可能发现了,虽然BTC最低触及了66+, 但很多山寨币并没有下跌太多,比如 $Pump一夜价格没有任何波动。
这就是我经常说的理论,山寨没有那么多货可出了,也没有做市价值。
目前山寨币指数在54,以往的下跌末期都会降到30以下。
这不是偶然,是未来的趋势,BTC的波动会大于一些山寨币,反而更适合交易者操作,山寨的流动性逐渐被吸干,一些龙头会有更好的上涨,大部分逐渐死亡,不归零但没人交易。
所以抄底时也许可以多考虑一些标的。
Sharp observers might have noticed that even though BTC dipped to the $66,000+ range, many altcoins didn’t fall all that much—for instance, the price of $PUMP remained completely flat overnight.
This aligns with a theory I often discuss: there simply isn’t much supply left to dump in the altcoin market, nor is there much value in market-making for these assets.
The current altcoin index sits at 54; historically, toward the end of a market decline, this figure typically drops below 30.
This is no coincidence—it’s a sign of a broader trend. BTC’s volatility is now exceeding that of many altcoins, making it a better vehicle for traders. Meanwhile, liquidity in the altcoin space is gradually drying up. While a few leading tokens may still see significant gains, the vast majority are effectively dying—not necessarily hitting zero, but simply becoming illiquid with no trading activity.
Therefore, when looking for "buy-the-dip" opportunities, you might want to be more selective about which assets you target.
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我去!有人把私募量化研究员的整套技术体系,整理成了一份免费的中文实战手册!
从因子挖掘、机器学习选股,到 Barra 风险模型、组合优化和 A 股真实交易规则,连 Python 源码都准备好了!
这个开源项目就是 quant-handbook。
涵盖 8 大模块、31 讲课程和 31 份 Python 实战示例,从因子挖掘、机器学习选股到组合优化、策略回测都有!
核心亮点:
1️⃣ 数据工程:使用 Polars、DuckDB 处理行情数据,解决复权、财报对齐和未来数据泄漏。
2️⃣ 因子研究:覆盖量价、基本面、订单流因子,以及 IC/IR、分层回测和因子正交化。
3️⃣ AI 量化选股:结合 LightGBM、CatBoost、SHAP,构建机器学习选股流程。
4️⃣ 组合优化:实现 Barra 风险模型、风险平价、行业中性和换手率约束。
5️⃣ 真实交易回测:模拟 A 股 T+1、涨跌停、停牌、手续费、印花税和市场冲击成本。
6️⃣ 绩效归因:分析 Alpha、Beta 收益来源,监控特征漂移和组合风险。
以前学量化,因子会算、模型会训练,但真正做回测时,未来函数、交易成本和风控问题经常被忽略。
这套手册把完整的量化研究流程都串起来了。
我比较喜欢它对回测真实性的处理,不只是计算收益曲线,还把无法成交、交易成本和未来数据泄漏这些问题考虑进去了。
31 讲都有对应的 Python 示例,适合从零学习,也能作为量化策略开发的参考。
做 A 股量化、机器学习选股,或者想系统学习量化研究的,这份手册值得收藏!
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建议收藏,用到时照着做。做完你能让 DeepSeek 自己决定“要不要调用你写的函数”,并把结果用人话讲回来。
AI 能查天气、查订单,是它自己去查的吗?DeepSeek 官方一句话拆台:模型本身不执行任何函数
这是 DeepSeek 官方 API 文档里 Tool Calls(工具调用)一页。先说结论:
官方原话是,函数要由你自己提供,模型本身不执行具体函数。它只负责说“我想调这个函数、参数是这些”,真正去跑的是你的代码。
先说清词。
工具调用(Tool Calls),是让模型能用外部工具的功能,比如查天气、查数据库。
函数(function),是你自己写好的一段代码,模型只会“点名”它。
tool_call_id(工具调用编号),是模型每次点名时附带的一个号码,你回传结果时要带上它,模型才知道你在回答哪一次。
strict 模式(严格模式,Beta 测试版),是让模型点名时严格按你定义的格式填参数。
一个真实例子:官方示例问“杭州天气怎么样”,模型返回的是 get_weather 这个函数和参数 location 等于杭州,你的代码去查到“24℃”,再交给模型,模型才说“杭州现在 24 度”。
先把话说全:
官方示例用的是非思考模式,请求里加 extra_body 把 thinking 的 type 设成 disabled。
官方写明:从 DeepSeek-V3.2 开始,思考模式下也能用工具调用,细节看官方 Thinking Mode 一页。
官方写明:Chat Completion 接口不支持在对话中间插入不是模型生成的工具调用,要插的话请改用 Anthropic API 或 Responses API。
strict 模式目前是 Beta,要用测试版地址。
一、先看懂整个流程
官方给的执行流程是四步:用户问杭州天气;模型返回要调用 get_weather,参数是杭州;你的代码真的去调用 get_weather,把结果交给模型;模型用自然语言回答“杭州现在 24 度”。
二、照官方示例做一遍
第一步:去 DeepSeek 开放平台拿一个 API key,电脑装好 Python 和 openai 库。
第二步:创建客户端,base_url 写 DeepSeek 官方接口地址(官方文档第一屏就有),api_key 填你的。
第三步:写 tools 清单。每个工具包含 type 等于 function,再写 name(函数名)、description(描述,告诉模型什么时候用)、parameters(参数)。官方示例的函数叫 get_weather,描述是“获取某地天气,用户须先提供地点”,参数 location 是字符串,并且在 required 里。
第四步:发第一次请求,model 官方示例写 deepseek-flash,把 messages 和 tools 一起传,并加上 thinking 关闭的设置。
第五步:从返回里取 tool_calls 的第一项,先把模型这条消息原样追加进 messages。
第六步:你的代码去执行函数,再追加一条 role 是 tool 的消息,带上刚才的 tool_call_id,content 写结果,官方示例写的是 24℃。
第七步:再发一次请求,这次模型就会用自然语言回答。
三、想要更稳:strict 严格模式
第八步:base_url 改成官方文档里写明的 beta 版接口地址(就是原地址后面加 /beta)。
第九步:每个 function 都加上 strict 等于 true。
第十步:服务器会检查你的 JSON Schema(结构说明),格式不合规或用了不支持的类型,会直接返回错误信息。
官方支持的类型是:object、string、number、integer、boolean、array、enum、anyOf,另外 $ref 和 $def 可以复用和做递归。
四、strict 的硬规矩
对象里所有属性都必须写进 required,并且 additionalProperties 必须设成 false。
字符串可以用 pattern(正则)和 format,官方列出的格式有 email、hostname、ipv4、ipv6、uuid,但不支持 minLength 和 maxLength。
数字支持 const、default、minimum、maximum、exclusiveMinimum、exclusiveMaximum、multipleOf。
数组不支持 minItems 和 maxItems。
五、看到什么算成功
第一次返回的是函数点名,不是答案;第二次返回的才是自然语言答案,内容里有你的函数结果。
六、卡住怎么办
strict 报错:先检查是不是漏写 required 或忘了 additionalProperties 设 false,再检查有没有用到 minLength、maxItems 这类官方不支持的写法。
结论:工具调用不是模型替你干活,而是模型“点名”、你的代码“动手”。想让点名更准,就用 strict。把这条复制链接发给他,下次他说 AI 查不到东西,先让他确认函数是不是自己写了。
你卡在第几步?评论区告诉我。同系列前几篇在我主页。
收藏版:5 步速查
一、tools 里写清函数名、描述、参数
二、第一次请求拿到 tool_calls
三、自己执行函数,回传 role 为 tool 的消息并带 tool_call_id
四、第二次请求拿到自然语言答案
五、想更稳就用 beta 地址加 strict 等于 true
常见坑 3 条
一、以为模型会自己执行函数,其实要你的代码去跑。
二、回传结果忘了带 tool_call_id。
三、strict 里漏了 required 或 additionalProperties 设成 false。
复制即用提示词:我想让模型调用一个叫 你的函数名 的函数,它需要这些参数:写参数。请帮我写出符合 DeepSeek Tool Calls 格式的 tools 清单,每个参数都写 description,并改成 strict 模式需要的写法。
S1哥观点:这篇最狠的地方,是官方把话挑明了:模型不执行函数,只负责点名。很多人以为 AI 在后台自己动手,其实动手的永远是你的代码。
真正的信号是:工具调用的难点不在模型,在你把函数描述写得多清楚。就像派活给新人,说明写得含糊,他再聪明也会点错人。
你现在想让 DeepSeek 调用的是什么,查数据还是发消息?评论区告诉我。
今天送:DeepSeek 工具调用速查卡,评论区第一条直接拿。
参考:DeepSeek 官方 API 文档 Tool Calls(S1哥 整理)
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@stevenmarkryan Yes. Per the exact words in the clip, the bet is lost if a Cybercab is delivered to a customer for $30k or less before 2027. The scenario matches those conditions.
The memes are everywhere, so let’s go back over the bet: Cybercab publicly available for under $30k by the end of 2026
My hair is safe for several reasons
1: No deliveries yet. But they’re estimating starting in December so that’s neat
2: Invite only, not actually publicly available yet
3: You can’t actually use it as a cab(??!) It’s limited to private use only. Inside the existing geofenced locations. It’s a paperweight if I take this thing home. That’s one’s not actually part of the bet but yeah not exactly what was promised in this first wave
Hey
@grok, set a timer for 48 days from now
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Anthropic just published an engineering guide on how to build always-on agents.
The biggest misconception: an always-on agent does NOT run 24/7. It sleeps almost all day, wakes up for short runs, saves state, and goes back to sleep.
The 5 core pieces I distilled:
1. Event Inbox
Put a database table between webhooks and your agent. Acknowledge webhooks fast, run only one active worker per user so runs never collide, and batch rapid messages together.
2. Timers
Keep timers in a separate table from the inbox. Split them into one-off follow-ups and recurring schedules. A background poller drops due timers into the inbox.
3. Lean Memory + Dreaming
Only store what cannot be looked up again: user instructions, user notes, past messages, and task progress. Load a small index at wakeup, not every file. Run periodic dreaming passes to clean out stale facts.
4. Unattended Permissions
Never put raw API keys inside the agent sandbox — inject them through an outside proxy. Use Deferred Tool Calls to pause risky actions for approval without blocking the worker.
5. Outbox
Queue outgoing replies so your agent paces notifications instead of spamming users at 3 AM.
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My mom fed a homeless man behind our house for 20 years.
Three meals a day, even when we couldn’t afford electricity.
I hated her for it.
The day after her funeral, that same man took my hands, looked me straight in the eyes, and said:
“Before she died, she begged me to stay silent.”
I honestly had no idea what he was talking about.
For 20 years, this man had lived in a makeshift shelter behind our rental house.
My mom brought him breakfast, lunch, and dinner.
Every single day.
And the crazy thing was, we were poor too.
My sneakers had tape covering the holes. Sometimes we struggled to pay our bills, and there were days when we couldn’t even afford electricity.
But somehow, my mother always found enough food to feed him.
I never understood it.
I remember coming home two days before Christmas and finding a yellow eviction notice taped to our front door.
We were struggling to keep a roof over our heads, yet my mother was still preparing three meals a day for a stranger.
That night, I finally lost my temper.
Me: “Maybe if you stopped feeding strangers, we wouldn’t live like this!”
My mom turned around so quickly that I knew I had crossed a line.
Mom: “Don’t you ever DARE say that again.”
I had never seen her that furious before.
I didn’t understand why she was defending him so strongly when her own child was going without things.
I moved out when I turned 18.
We fought less after that, mostly because I stopped asking questions.
But the man stayed.
Year after year, his little shelter remained behind our house, and my mother continued feeding him.
Then my mom got sick.
Cancer made her small.
She became quiet, and it was the kind of quiet that scares you because you know something terrible is happening.
Two weeks before she died, she reached out and grabbed my wrist.
Her grip was so weak that it broke my heart.
Mom: “Promise me you’ll keep feeding him.”
I looked at her.
Honestly, I wanted to say no.
I wanted to ask why she was still worrying about that man when she was the one who needed help.
But you don’t lie to a dying mother.
So I promised.
My mom eventually passed away.
The day after her funeral, I prepared the best meal I could, put it on a plate, covered it with foil, and drove to her house.
I had promised her I would keep feeding him.
But when I got there, the man was gone.
His shelter had been completely cleared out.
Everything was gone.
The ground had even been swept clean, as if those 20 years had never happened.
I stood there holding the warm plate, wondering where he could have gone.
Then I noticed something.
A black SUV was parked at the curb.
Standing beside it was a man wearing an expensive wool coat.
He was clean-shaven, well-dressed, and looked nothing like the homeless man I had known for 20 years.
But the thing that caught my attention was what he was holding.
My mother’s old silver locket.
The same locket she had told me she lost when I was eight years old.
He looked at me and said:
Man: “I thought you wouldn’t come.”
I stared at him.
Me: “Wait… is that you? What’s going on?”
He smiled, but his expression was unsteady.
His eyes were already filling with tears.
Man: “Your mom hid something from you.”
I felt my stomach tighten.
Me: “What did she hide?”
He looked at the plate in my hands before responding.
Man: “Before she died, she begged me to stay silent.”
My blood went cold.
Me: “Silent about what?”
He gently shook his head.
Man: “Sit down. You shouldn’t hear this standing in the cold.”
We sat on the front steps.
The plate was still warm between us.
He turned my mother’s silver locket over in his palm as though it might break.
Then he began telling me something I never could have imagined.
Man: “My real name is Vernon Hale. Before all this, I owned a company. I had a big house in Connecticut, a wife, and a little girl. My daughter was six years old.”
I just stared at him.
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You convict people without evidence.
Spy, useful idiot, or affair.
You gave three options and left out the fourth:
innocent.
You’re a lawyer and a Member of Congress.
You know what due process is. You just don’t care.
becase you take Anthropic’s money.
"Doth our law judge any man, before it hear him, and know what he doeth?" (John 7:51, KJV)
If advanced AI chips are vital to the national interest, then open-source AI is just as vital to every American .
Like the Second Amendment,
it should be a guaranteed right.
you take Anthropic’s money and champion their closed model.
Closed-source models violate the U.S. Constitution and the spirit of its framing.
You call yourself a Catholic,
yet you betray everything the Church teaches.
you sold out your faith for thirty pieces of silver
you're the one damaging and anti-America. Get it?
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You want to know what frustrates the hell out of me?
Putting your heart, your art, your time, and your own money into building things you believe in… then watching so much of that work disappear into silence.
And yeah, some days that shit gets to me.
Did I bring books, reading badges, Discord, crypto, and NFTs together into one connected library? 📚
I fucking did.
Did it get much attention?
Nahh.
Did I build an entire browser-based world with its own points economy? A world where you can turn your NFT into a character with a click, rigged, animated, and ready to step into Universe?
I did.
Much noise about that?
Nahh.
Am I building RAAP to give NFTs persistent identity, memory, and history? So an asset can carry something meaningful forward when it passes to a buyer or someone in your family?
Yes. Because I believe these things can become more than pictures sitting in a wallet.
Does that work get the attention I feel it deserves?
Nahh.
I draw the fucking art. I develop the applications. I write the books. I work through the problems.
Six applications that communicate with each other. Two gaming platforms with multiple games. An NFT overlay builder with AI. A stickers and GIFs hub.
Do you understand how much work goes into making all of that actually function together?
The hours spent fixing something nobody will ever notice, because when it finally works, it’s supposed to feel easy.
Then there’s the Discord bot. More than 30 features. A subscription service. An economy tracked on a ledger. Tools to help keep a community engaged when its owner needs to step away and live their damn life.
Built it.
Still feels like shouting into an empty room sometimes.
And Antthony? Our smart ass AI whose dream is to become a stand-up comic? 😂
He lives across our apps. He’ll help you, roast your gameplay, and talk shit when you deserve it. He even has a comedy club inside Universe, where you can sit down with your character and watch his avatar perform.
I care enough about this world to give the fucking AI a dream of his own.
That’s how deep this goes for me.
And I’m still building a marketplace. Still working on an NFT insurance protocol and other projects. Still writing Book 2 for the library. Still preparing two more collections under our umbrella. ☂️
So yeah, I get angry.
Because I know what I’m putting into this. I know how much of myself is in every drawing, every feature, every chapter, and every problem I refuse to leave broken.
Sometimes I want to scream: what the fuck else do I have to build for people to pay attention?
But I also need to correct myself when I say “nobody cares.”
Because some of you do.
You show up. You read. You play. You test things. You tell me what’s broken and give me a reason to make it better.
You matter too damn much for me to erase you just because I’m frustrated with the silence around us. 🖤
I want this to reach more people. Of course I fucking do. I’ve poured too much love into it to pretend otherwise.
And I’m going to keep building because I love doing it, and because the people already here deserve to see how far we can take this.
More to come in 2027.
The plans are in. I’ve got work to do. 🐜
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