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上个月看很多老师都在往 cityprotocol 的金库存钱做专业理财,看恢复存款了，也存了一万u试试水，前面apy高一些两天就涨了200多u。这几天可能存的人多了，apy6%左右，很稳定。主要还有发币预期。注意提款有个7天的赎回期。 我这1万u存的是 @cityprotocolHQ 的 Venzo的 Delta-Neutral Prime USD的金库 觉得不错推荐一下 项目是四部分组成 1️⃣ 收益金库：钱在合约里，机构管理人操盘，散户跟投收息，类似standx的sip5b 2️⃣ 跟单组合：钱在你钱包里，机器人按公开规则帮你买一篮子代币化股票 3️⃣ Polis 积分：存款、持有、邀请都计分 4️⃣ 代币：预计 Q3/Q4 TGE 我选的 Delta-Neutral Prime USD：不赌涨跌，赚的是多头付的资金费率+质押利息+做市费，预期净 APR 12.07%（9/19 读数，会波动非保本），按周可赎。管理人只能交易、碰不到本金，三家审计。 时点也巧：Genesis 加成 9/1 刚重置，最高倍重新开放，$代币 预计 Q3/Q4 发币——窗口期（官方口径：积分不具约束力，不保证代币分配）。 这套体系里每个角色干什么，用餐厅打个比方： · 厨师 = 机构管理人：出策略、操盘、赚收益 · 中央厨房 + 食品安全监管 = City Protocol：发行、净值、申赎、风控规则全写进合约，还管审计 · 餐厅门店 = Venzo：City Protocol 的旗舰产品，货架摆在这，你在这下单 管理人专心做饭，基建的事协议层全包。是defi比较正统的发展方向，结构化产品 目前进度（截9月19日数据）： · 收益金库已上线 4 只，平台合计 TVL 已超 6,500 万美元，每只背后是具名机构 存1万u已经能占一个相对还可以排名了。 · 还有 3 只排队中，其中一只是富兰克林邓普顿货基的子基金 · 跟单组合线正在铺开，MAG7 美股七巨头篮子打头阵 · 累计融资 1,100 万美元，Dragonfly、Jump Crypto 这些实打实的大 VC——当前市场少有的配置 五个月跑出来的盘子，不算小了。 先存先占位比较有优势 👉 [Join me on Venzo Earn with code RA4DF52ACE3:

Drake Maye says he drinks alcohol fewer than 5 times a year, even though teammates and friends have flamed him and told him he was missing out, says he sees drinking as voluntarily making goals harder to reach “It started from my dad, really. I don’t think I’ve ever seen him take a sip of alcohol. My brother Luke didn’t drink growing up. My brother Bo doesn’t drink. It’s something where I just followed people that I really admired. That’s my dad, my oldest brother Luke.” “I’ll get on the beach and have a piña colada, but I’m not one to drink. I probably drink less than five times a year, 10 times a year. I’ve been used to people I admire putting away something that I feel like can prohibit you from reaching your goals.” “It’s always hard for me because people joke about, ‘Man, you’re not one of the boys, having a drink. You’re missing out on a great time.’ But it’s become my ritual. Unless I’m on the beach and maybe get a piña colada, it’s not really something I enjoy.” “Even in college, I didn’t really have that itch to get out there and enjoy those things. Sure, I may have missed some of those nights with teammates or some college buddies, but at the end of the day, I don’t think it was worth it for me.”

HBM越堆越高的逻辑，可能要反转了 瑞穗证券昨晚发了份研报——他们的分析师刚跟SemiAnalysis总裁Doug O‘Laughlin吃完晚饭，信息量很大。 美股投资网挑几个最核心的结论先说： 内存还是AI最大的瓶颈。但这个瓶颈的形状，正在变。 HBM层数可能不升反降。GPU出货量反而能增加20-30%。 听着矛盾。往下看你就明白了。 HBM层数：风向在变 瑞穗刚把美光目标价从1375美元砍到1300美元，闪迪从1900砍到1875。应用材料从650砍到590，泛林从370砍到365。 砍价理由不是需求不行——是 "DRAM降规风险" 。 Doug跟我们聊到一个关键判断：GPU厂商未来可能在HBM上只堆4-8层，12层的吸引力在下降。16层、20层HBM和混合键合，在未来的DRAM世代里充满不确定性。 市场一直预期HBM会越堆越高。 现在剧本可能反过来。 一个关键的逻辑反转：HBM少了，GPU反而更多 Doug的原话是：HBM转换比率在下降，从3:1降到5:1。 逻辑链条非常直接： 每颗GPU用的HBM层数减少 同样数量的DRAM晶圆，能造出更多GPU GPU/AI芯片出货量可能增加 20-30% 更多GPU出货 → 更多训练和推理需求 → KV Cache总DRAM位元需求反而增长 少即是多。 内存含量下降，出货量上升，总需求不降反升。 铜缆和光互联：正在抢跑 Doug对铜缆的态度很明确：AEC是AI机架内连接的核心方案。 CRDO走在最前面。 Lumentum那边，NPO（近封装光学）被管理层定位为"增量机会"，预计2027年底到2028年进入市场。InP衬底的需求已经严重超过供应。 CPO（共封装光学）呢？还得等2-3年。 短期赢家是铜缆AEC和NPO/SiPh/InP。CPO还早。 800V可能推迟 聊到数据中心电力方案的时候，Doug提了一个很有意思的观察：数据中心运营商对800V高压直流方案有抵触。 原因很实际——变化太大，员工需要重新培训。 数据中心正在转向±400V双极双路机架。在传统400V直流布局上爬坡更容易，对SiC和辅助设备的需求反而减少。 800V推迟 ≠ 电力需求减少。只是换了一条更慢、更稳的路。更多的电压调节模块会补上来，继续支持GPU出货。 2027年的两个大数字 Doug还提到了2027年的两个预期： XAI/USPCX的10GW电力 5000亿美元的NOCL资金 BIC 2027年会给这些项目带来顺风。 10GW是什么概念？ 一个典型核电机组约1GW。10GW就是10座核电站的电力，全砸进AI数据中心。 这顿饭的核心结论：内存还是瓶颈，但瓶颈在变形状——层数在降、出货量在升、总位元需求不降。 短期赢家： AEC铜缆（CRDO）、NPO/InP（LITE） 短期承压： WFE设备商（AMAT/MKSI/LRCX），目标价已被下调 需要观望： CPO（还要2-3年）、800V（可能延迟） 大方向没变： AI算力需求还在往上走。只是技术路线在微调，供应链的赢家和输家在重新洗牌。 美股投资网认为，这顿饭最有价值的信息不是某个目标价上调或下调，而是HBM层数可能见顶这个信号。 如果市场一直按"HBM越堆越高"的逻辑在给内存和设备商定价，那这个预期的松动，就是最大的风险点。 $CRDO $LITE $AMAT $MKSI $LRCX #美股#

我的 @standxofficial 金库开门了，同时官宣参赛 SIP-5B 金库经理挑战赛（全平台仅 30 席，9,000 DUSD 奖池）🏆 金库策略：我定方向，AI 执行，AI 风控——用 StandX 的"备兑看跌 + 保护性看涨"期权工具管理敞口，探索新交易范式 🧠🤖 规则： 🔸 利润抽成 10%，亏了不抽 🔸 链上全程透明，你随时可存可取 🔸 我的本金被官方锁 4 周，最后一个下船 🔸 存款按净值折算，存多少都不影响操作 新用户注册： 存点钱支持我 👉 交流 👉 8月11日开赛，一起赢 🚀别存太多。真有存1万u以上的记得联系一下我。。金库上限应该只有3万u就打满了。

白线 WhiteLine Daily：本周光互连财报进一步确认 800G 已经放量、1.6T 开始爬坡，产业瓶颈正从模块端向 InP 激光器和 SiPho 晶圆上移。接下来市场更关注谁能把新增产能转化成出货，同时守住毛利率。 阅读全文：

Forget gasoline — fuel up with beer instead. 🍺 At this futuristic "beer station" in Qingdao, East China's #Shandong# province, the nozzle fills your glass instead of your tank. Inspired by a cyberpunk gas station, visitors can pour their own fresh draft beer, served directly from a 0-5°C cold storage system to keep every sip brewery-fresh. #ChinaTravel# #AcrossChina#

just met a cute girl at this wedding i’m at like actually cute. objectively dangerous face card. we’re talking. vibes are immaculate. she’s laughing at my jokes. i’m in my bag. then sports get brought up, she says it “i watch football” my ears PERKED up i played it cool. i said “oh nice, what’s your team” she said “i’m a giants fan” and that’s where a normal person would’ve said “cool, me too” and gotten her number but i am not a normal person my brain instantly went into terminal mode and i said “what do you think of the team?” she looked confused i kept going “Darius Slayton as our WR2? Are you kidding me. Matt Nagy as our OC? Did you see what he did to Patrick Mahomes? Our franchise qb and franchise edge rusher hate each other. And we traded away our superstar DT” she laughed nervously and said “what” and i said “And don’t even get me started on Cam Skattebo basically trying to get himself injured” she said “what” and i said “so do you even follow the team” she said “I literally have a Darius Slayton Jersey” the vibe was GONE just vanished. Just like Daniel Jones in primetime. her friend pulled her away. she didn’t look back. i was standing there alone at a wedding holding a drink i wasn’t even sipping, doing MENTAL MATH on how someone could claim to be a giants fan and think this Darius Slayton deserved that contract. my cousin walked over and said “bro she looked into you what happened” i said “she’s a casual” he said “so?” SO??? i then realized i would rather cut off my entire family than to share a bloodline with someone of the same species that couldn’t comprehend this she had a pretty face but a DISGUSTING perspective on life that i just couldn’t get behind could’ve had her number she could’ve been the mother of my children COULD’VE. but now at least she knows i know ball and honestly that’s worth more

Your lifestyle upgrades over time, then why not your SIP? A step-up SIP today could make a meaningful difference to your future goals. #MutualFundsSahiHai# #StepUpSIP# #WealthCreation# Disclaimer: This video is for education purpose only.