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刚看完 Michael Saylor × DAOC 近一 小时四十分钟完整版访谈：Saylor 坦言：即使 Bitcoin 跌到 $5,000，我们也不会爆。 链接在文末； 这次访谈 Saylor 再次坦言： Strategy 推出了 STRK、STRC 等一系列的 preferred securities 都是他和 AI 大量讨论并且最后证明很成功，并且最后带来了大约 150 亿美元融资能力。 采访的时候，主持人 Steven Bartlett 很直接的问：你之前说过，宁愿卖其他东西都不要卖 BTC。但是为什么现在开始卖了？ Saylor 在采访里解释： 这么做也是为了证明 BTC 是流动资本。如果卖掉一部分 BTC 能改善资本结构、降低融资成本、回购便宜证券或者维持信用产品，那对公司来说不一定是背叛 BTC。 另外 Saylor 表示，Strategy 的债务相对于 BTC 资产还有较大 collateral cushion，即使 BTC 暴跌，公司相对于某些债务层级仍然可能保持资产覆盖。 他甚至说：“即使 Bitcoin 跌到 $5,000，我们也不会爆。” 另外它表面上是 BTC、AI、Strategy 的访谈，实际上我发现 Saylor 知识面非常广，在这 100 分钟里讲了一套相当完整的世界观： AI 会制造无限供给，而财富会越来越向真正稀缺的东西迁移。 Saylor 的底层逻辑可以浓缩成：AI 会让可以被复制的东西越来越便宜；技术会让可以被生产的东西越来越多；所以长期价值会不断迁移到真正稀缺、难复制、难替代的东西。 在金融里他认为这个东西是 bitcoin:native 在创业里是难以复制的技术、渠道、品牌、客户关系和先发位置。 在内容行业，是别人无法轻易获得的经验，以及基于经历有活人感的人、故事、体验和注意力。 在个人层面，则是你的时间、判断力、信誉、身体和长期积累。 最后我觉得非常有借鉴意义的 Saylor 的 10 条原则，这是他写给一个亿万富翁朋友，即将 21 岁的双胞胎孩子的人生建议。 1️⃣Focus your mind / energy 让自己的力量集中，不要到处分散。 2️⃣Guard your time 钱可以再赚，时间不行。 3️⃣Train your mind 保持阅读、写作、数学、逻辑和学习能力。 4️⃣Train your body 身体决定你能持续多久。 5️⃣Think for yourself 不要把判断权完全交给群体。 6️⃣Curate your friends 你最终会越来越像自己长期相处的人。 7️⃣Curate your environment 别把糟糕环境当成磨炼自己的荣耀。 8️⃣Keep your promises 信用是一个长期复利资产。 9️⃣Stay cheerful and constructive 长期积极、建设性的人更容易吸引合作。 🔟Upgrade the world 找一个比赚钱本身更大的 Mission。 完整版：

This scene looks oddly familiar. Does anyone know which teacher this is? GPT- image 2 prompt 👇 A candid 35mm photograph of a pretty young East Asian woman in her early 20s sitting on a beige couch in a warm, softly lit hotel room, captured mid-moment as she sips from a bottle of yogurt drink through a straw, looking toward the camera with relaxed, natural eyes. She has long, straight light-brown hair with soft bangs falling past her shoulders, fair skin, delicate features with soft makeup. She holds the small bottle up to her lips with her right hand. She has an attractive, curvy figure — full bust, slim waist — shown in a light summer outfit: a fitted white short-sleeve crop top that hugs her upper body and reveals a sliver of her midriff, paired with short denim shorts, her bare legs crossed as she sits. Her left hand rests on her knee. She sits leaning slightly forward on the couch. The couch beside her has a blue throw pillow and a mustard-yellow cushion. To her left is a white nightstand with a tissue box and a bullet-shaped wall reading lamp glowing warmly above it. Further to the left, separate from the seating area, a bed with soft white bedding and pillows is partially visible. Beige curtains hang behind the couch. A phone rests on the couch near her. Warm ambient indoor lighting, cozy and inviting. Shot from across the room at seated eye level on a phone camera, slightly candid framing, natural skin texture and soft focus — the authentic feel of a casual hotel room vlog screenshot.

No one would be able to tell this is AI-generated if I didn't say so, right❓ GPT- image 2 prompt 👇 A candid phone photo of a very pretty young East Asian woman in her early 20s lying on her side on a cozy bed, photographed from behind and slightly above at close range. Her upper body twists gently so she can look back at the camera over her shoulder — soft sleepy eyes, a faint content smile on her lips, cheeks with a natural rosy flush, the warm drowsy expression of someone just waking up from a nap. Her dark hair is tied up in a messy bun with loose wispy strands falling around her face and neck. She hugs a soft pillow under her arm, her head resting against a red cartoon-print cushion. She has a strikingly curvy figure emphasized by the lying pose — a slim waist dipping down then rising into wide, round hips, the highest point of the frame, her thighs tapering away from the camera. She wears a loose beige short-sleeve pajama tee that rides up slightly at the waist, and light pinstriped pajama shorts with a small pink bow pattern, the thin fabric draping over the curve of her hips. The bed is soft and lived-in — a pink headboard behind her, large beige pillows, a leopard-print blanket, and plush stuffed animals scattered around the edges of the frame. Warm indoor lighting, soft and even. Shot on a phone camera at close range, slightly candid framing cutting off at the edges, natural skin texture, the intimate cozy feeling of a lazy afternoon in bed.

Energy ripped 37% in Q1. Then it fell 12% in Q2 after peaking in early April. On the latest episode of Risk & Return @BobSloanS3 explained a key positioning dynamic behind the move. The setup was in the positioning. Even after the first leg down from April, short interest in the sector remained low, which made it a one-way bet. Shorts covered into the top and kept covering, from 6.2% to 5.5% of shares out. That left an air pocket. When the peace deal hit, there were no shorts left to cover and cushion the fall. Listen to Bob & @CGasparino discuss, full episode links in comments. $XLE $XOM