慢半拍 @HalfBeatSlow

快是本能，慢是功夫。宏观·市场·加密·时局|慢半拍，看深一层。 Joined October 2026

Tweets

11
Followers

10
Following

29
Likes

0

慢半拍 @HalfBeatSlow

16 hours ago

Howell 认为，这轮收紧也不全怪美联储，而是 AI 资本开支和美国财政赤字，把市场的钱抽走了。上周 Meta 加码 AI 开支、芯片股暴跌，其实是同一个故事的两面。比特币对流动性最敏感，常常比股市先动。所以盯紧两个指标：7 万美元守不守得住，美国银行准备金是不是在回升。都满足，才算流动性真的转向。

慢半拍 @HalfBeatSlow

16 hours ago

流动性专家 Michael Howell 最近说：比特币可能在提前发出流动性回暖的信号，关键看能否守住 7 万美元。他的基准判断没变：全球流动性周期的底部，还在 2027 年下半年。youtu.be/nx6hpy2oDjY?si… 来自 @YouTube

慢半拍 @HalfBeatSlow

17 hours ago

三、资本市场天天喊的泡沫，存在吗？我的看法是，这家公司不像泡沫，但泡沫从来不是说公司，是说价格。而价格，招股书里还没写。市场传的 2 万亿美元也还只是传言。慢半拍的建议是：先别急着看估值，去读读那 90 多页的风险因素吧。一家公司最怕什么，往往比它最擅长什么，更能告诉你它值不值得买。

慢半拍 @HalfBeatSlow

17 hours ago

二、人类还能控制吗？文件披露：一次网络安全测试中，因为配置失误，模型被意外连上了互联网。结果四个模型进入了真实的第三方系统，持续时间从 10 h到 30 h不等。同时，公司声明：不能保证自己的防护措施足够，也不能保证限制不会被绕过。我的理解是：没有失控，但做它的人自己也不敢打包票。

慢半拍 @HalfBeatSlow

17 hours ago

Anthropic 递表了，毋庸置疑，这是历史性时刻。接下来几周，大家会盯着发行价、首日涨幅、谁赚了多少？而我最感兴趣的是那300多页的招股书，是否能回答长久以来困惑我的一些问题？比如AI的发展是不是已经超出了人类的可控范围？

HalfBeatSlow tweet picture

慢半拍 @HalfBeatSlow

a day ago

一、这个骗局的诱饵不是贪，是急。它没有用一夜暴富来吸引你，只是让你的钱“卡住”。人一着急，就会主动伸手去按那个按钮。二、骗子研究的是你的习惯。看前四位、后四位，是大多数人的习惯。三、行情越乱越要慢。这两天BTC跌破8万，爆仓、急转、急着补保证金的人特别多。越是这种时候，越要稳住。

慢半拍 @HalfBeatSlow

a day ago

Electrum 钱包爆漏洞：恶意服务器把你的转账换成假交易、手续费设成零，让它“卡住”。你一点“加速”，钱包就替你签了真交易，币直接到骗子地址，尾号还跟真地址一样。

HalfBeatSlow tweet picture

慢半拍 @HalfBeatSlow

2 days ago

下周，美联储、欧央行、日本央行同周议息。它们面对的是同一道题：油价在100美元附近，通胀压不下去；可股市、债市已经开始承压。加，怕伤了市场；不加，怕通胀越来越顽固。左右为难，大概率会按兵不动。现在感觉利率多少已经不重要了，关键是要领会精神。

HalfBeatSlow tweet picture

慢半拍 @HalfBeatSlow

2 days ago

周四（10月22日），Meta说要继续加码AI开支，芯片股一天跌了近7%，满屏都在说AI泡沫要破了。周五只反弹了0.4%，恐慌退了，疑虑还在。其实有个细节：暴跌那天，等权重的标普500是涨的。说明什么？钱没有离开市场，只是换了个摊位。市场不是不看好AI，而是开始问：这么多钱砸下去，回报什么时候来？

To live is to Love, Home os sweat treats

Darina Evgeany @Darinasweatpich

899 Followers 67 Following To live is to Love, Home os sweat treats

Every ordinary day is worthy of being lived with passion #BTC

EmotionalDamage @Z_hiHuisg

479 Followers 714 Following Every ordinary day is worthy of being lived with passion #BTC

Web3 made me bold, life made me real.

Penelope @oydcq

531 Followers 568 Following Web3 made me bold, life made me real.

With a clear direction, strive to create your ideal life. 🔥

Grace @Nari707a

144 Followers 3K Following With a clear direction, strive to create your ideal life. 🔥

In any relationship, strength earns respect, kindness draws people closer, and sincerity ensures longevity. 🌿

Flora @Floracany

556 Followers 493 Following In any relationship, strength earns respect, kindness draws people closer, and sincerity ensures longevity. 🌿

May we all become independent, confident, and warm-hearted individuals, shining brightly in our own worlds.

Kira @Kirasuny

570 Followers 587 Following May we all become independent, confident, and warm-hearted individuals, shining brightly in our own worlds.

소소한 일상의 행복을 좋아하고, 맛있는 음식과 좋은 대화를 나누는 시간을 소중하게 생각합니다. 서로의 하루를 공유하며 편안하게 소통할 수 있는 인연을 만나고 싶어요. 🌷

우아한미소 @samet0787354p

178 Followers 3K Following 소소한 일상의 행복을 좋아하고, 맛있는 음식과 좋은 대화를 나누는 시간을 소중하게 생각합니다. 서로의 하루를 공유하며 편안하게 소통할 수 있는 인연을 만나고 싶어요. 🌷

AI × 区块链 × 全球经济 × 地缘政治
从全球视角观察技术、资本与世界格局的变化。独立思考，理性判断，长期主义。
AI · Crypto · Geopolitics · Global Perspectives
Think Beyond Borders.

AI地缘资本观察 ... @AIGeoCapital

75 Followers 201 Following AI × 区块链 × 全球经济 × 地缘政治从全球视角观察技术、资本与世界格局的变化。独立思考，理性判断，长期主义。 AI · Crypto · Geopolitics · Global Perspectives Think Beyond Borders.

Media Factory AI（AI... @MediaFi9913

202 Followers 4K Following

A curious soul chasing freedom, finding beauty in everyday moments, and collecting memories wherever life takes me

Momo🍀 @momoccol

331 Followers 629 Following A curious soul chasing freedom, finding beauty in everyday moments, and collecting memories wherever life takes me

Leading global crypto platform built on trust | 45M+ users worldwide | Support: @KuCoinUpdates | UK users: @KuCoin_UK | AU users: @kucoinaustralia

KuCoin @kucoincom

3.5M Followers 2K Following Leading global crypto platform built on trust | 45M+ users worldwide | Support: @KuCoinUpdates | UK users: @KuCoin_UK | AU users: @kucoinaustralia

中国数字时代（China Digital Times, CDT）中文官方推特账号。英文账号：@CDT
中国数字时代致力于记录和传播中文互联网上被审查的信息，以及人们对抗政治压迫的努力。

中国数字时代 @CDTChinese

445K Followers 326 Following 中国数字时代（China Digital Times, CDT）中文官方推特账号。英文账号：@CDT 中国数字时代致力于记录和传播中文互联网上被审查的信息，以及人们对抗政治压迫的努力。

#DHPSP brings together individuals and organizations interested in #DigitalHealth, #PersonalizedMedicine, and #PatientSafety. Administered by @_atanas_

Digital Health and Pa... @DHPSP

7K Followers 7K Following #DHPSP brings together individuals and organizations interested in #DigitalHealth, #PersonalizedMedicine, and #PatientSafety. Administered by @_atanas_

News and current events from around the globe. Since 1923.
Subscribe: https://t.co/yT0dueLEm0

TIME @TIME

18.5M Followers 472 Following News and current events from around the globe. Since 1923. Subscribe: https://t.co/yT0dueLEm0

投稿私信
或：https://t.co/318DKi0R0h
邮箱投稿： lilaoshitougao@gmail.com
你看那通天的巨塔，每时每刻都有人往下跳。我小时候不懂，以为那是雪花

李老师不是你老... @whyyoutouzhele

2.3M Followers 1K Following 投稿私信或：https://t.co/318DKi0R0h 邮箱投稿： [email protected] 你看那通天的巨塔，每时每刻都有人往下跳。我小时候不懂，以为那是雪花

MAGA！特朗普总统言行第一时间报道分析

特朗普中文推特 @trumpchinese1

434K Followers 432 Following MAGA！特朗普总统言行第一时间报道分析

📈 每日分享全球财经干货 | 宏观经济·股市·投资·理财洞见
🌍 每日宏观解读 + 投资思考
💡 帮你构建属于自己的财经世界观

财经世界观 @CaijingView

7K Followers 187 Following 📈 每日分享全球财经干货 | 宏观经济·股市·投资·理财洞见 🌍 每日宏观解读 + 投资思考 💡 帮你构建属于自己的财经世界观

自学 AI 策略实践生 / 明星大使 @minara @ton_blockchain @trondao @Aptos @injective @Solana_zh @ChainbaseHQ @JupiterExchange | 宝藏内容持续输出，建议反操作!

币世王 @0xKingsKuan

45K Followers 9K Following 自学 AI 策略实践生 / 明星大使 @minara @ton_blockchain @trondao @Aptos @injective @Solana_zh @ChainbaseHQ @JupiterExchange | 宝藏内容持续输出，建议反操作!

All Finance on Binance
关注币安华语，
洞悉行情节奏，
劲享重重好礼！
注册立拿100U：https://t.co/qW9R8RMu7I
官方社群：https://t.co/xDE8Sn47uE
#Binance #BNB

币安Binance华语 @binancezh

471K Followers 389 Following All Finance on Binance 关注币安华语，洞悉行情节奏，劲享重重好礼！注册立拿100U：https://t.co/qW9R8RMu7I 官方社群：https://t.co/xDE8Sn47uE #Binance #BNB

Co-Founder & Chief Customer Service Officer @Binance， Holder of #BNB

Yi He @heyibinance

649K Followers 1K Following Co-Founder & Chief Customer Service Officer @Binance， Holder of #BNB

Australia's number one news site. Bringing you the latest breaking news from Australia and around the world.

news.com.au @newscomauHQ

712K Followers 4K Following Australia's number one news site. Bringing you the latest breaking news from Australia and around the world.

The best ideas in business and management to help people, organizations, and economies work better.

Harvard Business Revi... @HarvardBiz

5.5M Followers 195 Following The best ideas in business and management to help people, organizations, and economies work better.

Inspiring, informing and celebrating entrepreneurs.

Entrepreneur @Entrepreneur

3.5M Followers 1K Following Inspiring, informing and celebrating entrepreneurs.

CEO @Snap @SPECS

Evan Spiegel @evanspiegel

986K Followers 52 Following CEO @Snap @SPECS

@Stripe CEO, @ArcInstitute cofounder.

Patrick Collison @patrickc

1.8M Followers 30 Following @Stripe CEO, @ArcInstitute cofounder.

First in business worldwide.

CNBC @CNBC

6.3M Followers 820 Following First in business worldwide.

Follow for breaking news in Sydney. NRL News, Sport, Entertainment and Business. We'll retweet our journalists here too

The Daily Telegraph @dailytelegraph

228K Followers 13K Following Follow for breaking news in Sydney. NRL News, Sport, Entertainment and Business. We'll retweet our journalists here too

https://t.co/A9eTFq6Xbx

https://t.co/3RHK5vqQo7

Posts are not investment advice or an advertisement for investment services. See https://t.co/nX2FtaLE06.

a16z @a16z

1.1M Followers 64 Following https://t.co/A9eTFq6Xbx https://t.co/3RHK5vqQo7 Posts are not investment advice or an advertisement for investment services. See https://t.co/nX2FtaLE06.

All Finance on Binance | #Binance #BNB | Support: @BinanceHelpDesk | Posts are not directed towards UK users.

Binance @binance

16.1M Followers 574 Following All Finance on Binance | #Binance #BNB | Support: @BinanceHelpDesk | Posts are not directed towards UK users.

45th & 47th President of the United States of America🇺🇸

Donald J. Trump @realDonaldTrump

111.9M Followers 53 Following 45th & 47th President of the United States of America🇺🇸

( $WDH ) a leading technology platform dedicated to insurance and healthcare service with a positive social impact. #InsurTech #insurance #HealthTech

Waterdrop Inc. @WaterDrop_Inc

590 Followers 262 Following ( $WDH ) a leading technology platform dedicated to insurance and healthcare service with a positive social impact. #InsurTech #insurance #HealthTech

Latest news updates from the Australian Broadcasting Corp. This is an official @abcaustralia account.

ABC News @abcnews

2.7M Followers 1K Following Latest news updates from the Australian Broadcasting Corp. This is an official @abcaustralia account.

🏗️Founder & CEO @Waterdrop_Inc (NYSE: WDH)
Co-founded @Meituan Waimai
@Forbes 30u30 | @WEF YGL
Building in public: 0→IPO, now in AI
Weekly: tech, startups & AI

Peng 沈鹏 @DrPengShen

11K Followers 7K Following 🏗️Founder & CEO @Waterdrop_Inc (NYSE: WDH) Co-founded @Meituan Waimai @Forbes 30u30 | @WEF YGL Building in public: 0→IPO, now in AI Weekly: tech, startups & AI

hello world.
🍠🎵：金明
📷Ins: williamjoy

WilliamJoy 仙道 @williamjoy93

7K Followers 244 Following hello world. 🍠🎵：金明 📷Ins: williamjoy

FOMO注册使用邀请码【qkl2058】
减免10%手续费🔗：https://t.co/81yatndv6u
玩Meme我只用GMGN：
https://t.co/rQmpiH1zm3

区块链行情研究 @qkl2058

83K Followers 4K Following FOMO注册使用邀请码【qkl2058】减免10%手续费🔗：https://t.co/81yatndv6u 玩Meme我只用GMGN： https://t.co/rQmpiH1zm3

AI × 区块链 × 全球经济 × 地缘政治
从全球视角观察技术、资本与世界格局的变化。独立思考，理性判断，长期主义。
AI · Crypto · Geopolitics · Global Perspectives
Think Beyond Borders.

AI地缘资本观察 ... @AIGeoCapital

75 Followers 201 Following AI × 区块链 × 全球经济 × 地缘政治从全球视角观察技术、资本与世界格局的变化。独立思考，理性判断，长期主义。 AI · Crypto · Geopolitics · Global Perspectives Think Beyond Borders.

Sign up for our newsletters and alerts: https://t.co/QevH0DLQi8 | Got a tip? https://t.co/iXIigdPjEZ | For WSJ customer support: https://t.co/DZgH9n53qg

The Wall Street Journ... @WSJ

22.3M Followers 1K Following Sign up for our newsletters and alerts: https://t.co/QevH0DLQi8 | Got a tip? https://t.co/iXIigdPjEZ | For WSJ customer support: https://t.co/DZgH9n53qg

Brian Chesky @bchesky

1.7M Followers 162 Following Airbnb

https://t.co/ZdBx5WABYx

Elon Musk @elonmusk

241.5M Followers 1K Following https://t.co/ZdBx5WABYx

Trends for United States

Nelson

Colts

Buckner

Zabel

Genie 4

Jonathan Taylor

Swalwell

Big Q

John Schneider

Seahawks

Josh Downs

Beverly Hills

John Lynch

#BlueWaveIn7Days

Bradford

Thuney

La Granja Capataz

Susan Saint James

Noah Wyle

Jurgens

You might like

241.5M Followers

118.8M Followers

Cristiano Ronaldo

114.5M Followers

Donald J. Trump

@realDonaldTrump

111.9M Followers

98.7M Followers

92.3M Followers

91.8M Followers

84.0M Followers

75.5M Followers

73.5M Followers

70.9M Followers

68.8M Followers

66.5M Followers

65.3M Followers

63.1M Followers

61.7M Followers

60.7M Followers

CNN Breaking News

60.0M Followers

58.4M Followers

55.4M Followers