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使用 Claude Code的朋友可以看看这个 anyrouter.top/register?aff=G… 国内中转API 注册送50刀，彻底实现Claude Code自由
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因为关税是一种谈判工具，总统在实施上变幻莫测——关于是否、何时以及多大程度的的不确定性增加了谈判中的杠杆作用，通过制造恐惧和怀疑。 《重塑全球贸易系统》by Stephen Miran
Alan retweeted
很多人可能不知道，特朗普其实出过一本讲谈判的书，叫《交易的艺术》。你只要翻一翻这本书，就会发现——他现在用的那套风格和套路，其实几十年前就已经写在书里了。…
出事砸坑抄大饼
市场认为，deepseek开源，所以利好一些AI应用，特别是中小应用，他们可以提升模型或者降低成本 又因为deepseek对算力的需求大幅降低，所以市场预期整体芯片的需求将减弱，这是市场如此表现的原因
finance.caixin.com/2024-12-02/102… M1统计口径的调整，纳入居民活期存款 这个看似平平无奇的调整，其实是准备开始刺激消费的信号枪
reurl.cc/2j9nbE 刚分享了一篇投研，就有朋友说新闻不可信，得用技术。 你不能说他不对，但也是只知其一。 其实真正让你赚钱的是你对事物的认知，比如你看对了BTC，或者你看对了某段时间的A股。 但你不可能每次都对不是吗？一个扎实的技术可以让你错不至于倾家荡产，还有下次再看对的机会
Alan retweeted
Global PMIs to find their footing as rate cutting cycle breadth broadens out. Of 30 major central banks, 17 (57%) are easing, 10 (30%) on hold, and 3 (10%) tightening.
Alan retweeted
Every 3 months in our startup journey, I read this again and find a new meaning to the advice. The YC startup advice is deceptively simple but remarkable profound. @ycombinator
Every 3 months in our startup journey, I read this again and find a new meaning to the advice. The YC startup advice is deceptively simple but remarkable profound. @ycombinator
#BTC BTC价格和全球货币供给呈现出很强的相关性，所以基本上货币紧缩政策的结束，也意味着市场开始交易货币宽松政策预期了，但是因为市场是反应预期的，等到真正宽松开始的时候，除非超预期，否则等到真正降息就是市场见顶之时
Convex 在yield领域的深耕细作值得关注
Convex 在yield领域的深耕细作值得关注 https://t.co/jGdKC6B8Wh
逢会必跌
近期的暴跌之后，稳定币的量呈现增长趋势，说明更多的抄底资金在入场
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The All-In Podcast @theallinpod
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