If you want to make quick money from investment, the basic outcome is to give away money, If you want to earn long-term value from investment, it often may bring surprises instead. If you want others to take over your investment, you will ultimately be swallowed by even darker hands. If you want to learn and share together through investment, it will be easier to accumulate value and merit.
In short, you must be true to your conscience; only then can some invisible forces be activated in the midst of it all. This is also an interesting deep-level philosophy, the way of balance.
Zhipu really reminds me of the good old days in the crypto space when new coins would launch, but the application of large models in B2B is truly a sign of the times, allowing for frequent sky-high valuations. This totally outshines the valuations of most public chains.
$BTC $ETH The crypto space has been a tough grind, with wave after wave of memes causing us to miss out on the crucial years for developing valuable projects. Fortunately, there might still be a chance to catch up now. $BNB 2022-2026 The toxic impact of these engravings and meme coins has directly led to missed opportunities for listings of solid projects like robotics and AI development. Many good projects have been forced to pivot back to Web2, but it seems like they are finally waking up to the situation.
Decentralized storage and computing power still face a critical issue: communication speed. Otherwise, fragmented hardware space doesn’t really help AI with large-scale computations. However, with guerrilla-style space and a lightweight battlefield, $AR $FIL $IO (conceptually explosive but facing real challenges) needs revolutionary changes at the underlying algorithm level to tackle communication latency, which could truly threaten centralized cloud providers. For instance, the architecture of swarm intelligence could disrupt the scene.
I wonder if Gensyn and Together AI can achieve this massive vision, but if they do, it could lead to a qualitative leap in the leasing of storage space and personal idle computing power.
4.23 With institutions predicting AI's next moves gaining traction, it ultimately shows that Intel has a unique advantage in special glass materials. $INTC I randomly glanced at it back then, and it surprisingly pumped this much in just two weeks. What about $AMDon ? Where do you think it will moon next? ~
The fundamental technical indicators of Boss Tea (CHA) combined with future potential points:
The Boss Tea has gone through several months of a deep bear market, and it surprisingly smashed the entire fundamental indicators down to a very enticing range, PE 5-8, ROE 21%, PS 1.1, ROA 10%, all sitting in a really nice zone. However, just like the c-20 from back in the day that faced multiple hits, this value pit could also be a value trap depending on the upcoming operational performance trends. Right now, the company's self-rescue and breakthrough model still shows some potential: 1. Korean celebrity marketing has kicked off (Zhang Yuanying), seemingly trying to replicate the revival model of popmart's Labubu Lisa (image for illustrative purposes only)
Right now, the supply trends of chip stocks and storage stocks are closely tied to the AI race. It feels like we're approaching a tipping point or that some new tech innovation will lead to a decision-making phase. $TSMon $MUon $GOOGL
AI is getting faster and more accurate at summarizing and generating charts, which really boosts content readability. But it feels like each model has moments of sudden genius, followed by dips in performance. Recently, we've seen a significant upgrade in GPT's capabilities.
A lot of folks say WeChat Reading feels surprisingly solid for a Tencent app. After finishing 6 books, I could almost consider myself a part-time Web3 and investment psychology expert. If you focus on Web3, the first book in 2026 will likely cover most of it. The fundamentals of investing? You can learn Lynch and Munger's mindset for a lifetime. The secrets of Jin Hua come from the Taoist classic, the essence of Tai Yi. I tried reading it back in college but didn’t quite get it.
Watching one good company after another go public in the stock market, and then seeing projects in the crypto space one after another that are worthless like shit, treating the meme of passing the baton as treasure, it really isn't easy to survive a 5-year bear market in the crypto world (┳◇┳). In the early days, the scalpers could still show off on stage, proving that the industry hasn't evolved yet $BTC $ETH $BNB
I have a habit of putting all new coins into the form, so after a few years I can summarize and conclude. Now looking at the list from 21 to 26, many coins have directly become eliminations, which is truly a sentiment. There really haven't been any decent projects in the past few years. The year 26 still has some fundamentals, although the trends that can still be seen are mostly secondary listings (not the first release, but selected after being listed elsewhere).
It's the first time in many years at Qiantan that I've seen such a crowd - it's been years in the crypto world since I've seen people competing to trade, and the culprit for all this is that too much capital has been drawn away by meme and cliff projects over the past few years. I hope things will improve after this year.
Just now, I was riding a bike wearing Binance clothes, and a guy, possibly bored waiting at the traffic light, directly asked me, "How many orders have you opened today?"
I thought I had encountered a fellow trader playing high-frequency trading, but later confirmed that this guy mistook me for Meituan⸝⸝ ᷇࿀ ᷆⸝⸝
CZ 'Binance Life' 10 Valuable Essence Points from the Book
I really enjoy reading the autobiographies of self-made individuals, as I always learn new knowledge and fill in the gaps in my own experiences. Especially the experiences and struggles related to the creation of non-inherited wealth have greater learning value (such as Rockefeller, etc.). Everyone's innate environment is different, but the efforts and opportunities in later life can often maximize a person's abilities. First, @CZ is lucky to have parents with good habits, who are good at managing finances and saving, as well as having a higher education. Many good habits developed later actually come from the influence of family members in childhood or the teachings of teachers and self-reflection. In that era of extreme material scarcity, being able to study abroad to broaden one’s horizons was already very fortunate, and it was also lucky to meet very good teachers. The help of Sheila, Teacher Glassby, allowed me to learn many quality hobbies and broaden my knowledge even when resources were very limited. After starting work, I gradually encountered benefactors from Bloomberg and the investment community. In the first 66% of this autobiography (Binance Life), I personally feel that there are 10 very valuable points worth learning: (there are actually many more valuable experiences to absorb, the latter part belongs to the more familiar updates after Binance entered a mature stage)
As AI becomes more convenient, the difficulty of acquiring high-value content has actually increased, as both true and false information can appear to be quite similar$BTC $BNB $ETH #