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CJ_Blockchain
A few days ago, a good friend of mine came to chat with me.
The core idea is that he feels unhappy with his current job, lacks a sense of achievement, and is just getting by financially.
His family is fairly well-off, owns a house and a car, with no loans.
I asked him a question:
If you only had 10,000 yuan and could never increase it, would you buy Evian or Nongfu Spring water?
The amount of time you can live a decent, independent life is just over ten thousand days.
What else is there to not understand?
That’s what I said, but honestly, I didn’t really understand it myself.
View OriginalThe core idea is that he feels unhappy with his current job, lacks a sense of achievement, and is just getting by financially.
His family is fairly well-off, owns a house and a car, with no loans.
I asked him a question:
If you only had 10,000 yuan and could never increase it, would you buy Evian or Nongfu Spring water?
The amount of time you can live a decent, independent life is just over ten thousand days.
What else is there to not understand?
That’s what I said, but honestly, I didn’t really understand it myself.
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Are you really curious if people pay?
Is the world really so diverse?
View OriginalIs the world really so diverse?
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What prophet
Died
Master Dong Chuan
View OriginalDied
Master Dong Chuan
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I just want to ask,
Are you fucking serious about Israel and Iran fighting?
What does it have to do with our crypto circle?!
It's already crashing like crazy.
As soon as gunfire erupts over there,
We start plunging here???
I'm just asking, what does it have to do with your crypto circle.
View OriginalAre you fucking serious about Israel and Iran fighting?
What does it have to do with our crypto circle?!
It's already crashing like crazy.
As soon as gunfire erupts over there,
We start plunging here???
I'm just asking, what does it have to do with your crypto circle.
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Many friends want to buy ByteDance stocks but lack channels.
Here is a recommended target: double the exposure to ByteDance
Hong Kong stock "07552"
View OriginalHere is a recommended target: double the exposure to ByteDance
Hong Kong stock "07552"
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Just a question, are you still using OpenClawd?
I found that I still use Gemini more frequently.
The crayfish have been sitting unused for a week.
If there isn't a lot of repetitive work to handle, it seems there's no need to use Clawd?
Daily and weekly report information collection can now be done by normal AI.
Could you share some examples of how you've used OpenClawd to improve productivity?
View OriginalI found that I still use Gemini more frequently.
The crayfish have been sitting unused for a week.
If there isn't a lot of repetitive work to handle, it seems there's no need to use Clawd?
Daily and weekly report information collection can now be done by normal AI.
Could you share some examples of how you've used OpenClawd to improve productivity?
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Tried out the Prediction Market that many people are hyping today, the one called 42, which claims to have huge innovations.
All I can say is it's a failure. Is this just inherent to blockchain? They insist on pushing PVP to the end. Now even playing a prediction market requires rushing to open.
They call it punishing those who enter late, but in reality, it's just a few bots opening the market and snatching all the initial chips for each outcome to flood in first.
View OriginalAll I can say is it's a failure. Is this just inherent to blockchain? They insist on pushing PVP to the end. Now even playing a prediction market requires rushing to open.
They call it punishing those who enter late, but in reality, it's just a few bots opening the market and snatching all the initial chips for each outcome to flood in first.
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CRCL is once again causing a frenzy of people sharing their gains, but you can't see this when the price is falling.
(First, let me stack some chips—I bought Circle, bottomed out along the way, and only broke even after a pre-market rise today.)
Based on Circle's 26-year financials, I estimated the expected net profit for 26 years.
I found that the situation isn't as optimistic as we think, nor has it reached the so-called turning point.
End of 2025 USDC circulation: 75.3 billion
Assuming a 40% CAGR growth rate given by management
The average circulation in 2026 would be 105.42 billion
Assumin
(First, let me stack some chips—I bought Circle, bottomed out along the way, and only broke even after a pre-market rise today.)
Based on Circle's 26-year financials, I estimated the expected net profit for 26 years.
I found that the situation isn't as optimistic as we think, nor has it reached the so-called turning point.
End of 2025 USDC circulation: 75.3 billion
Assuming a 40% CAGR growth rate given by management
The average circulation in 2026 would be 105.42 billion
Assumin
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Unable to log in to Google Antigravity, what should I do?
After struggling for two hours, I finally got it working.
After downloading Antigravity, I logged in normally, and a webpage popped up showing that the authentication was successful, but the client had no response.
Clicking "Click here" also had no effect.
Then I asked AI, and it suggested a few possible reasons:
1. Regional restrictions
2. VPN is turned on
3. VPN is not in full global mode, or there are environment issues requiring TUN mode
I checked myself and found that the region was not an issue; I was using a Japanese proxy.
VPN m
View OriginalAfter struggling for two hours, I finally got it working.
After downloading Antigravity, I logged in normally, and a webpage popped up showing that the authentication was successful, but the client had no response.
Clicking "Click here" also had no effect.
Then I asked AI, and it suggested a few possible reasons:
1. Regional restrictions
2. VPN is turned on
3. VPN is not in full global mode, or there are environment issues requiring TUN mode
I checked myself and found that the region was not an issue; I was using a Japanese proxy.
VPN m
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Anthropic strikes again. After IBM plummeted 13%, who is AI really "eating" the lunch of?
Since the beginning of the year, the SaaS slaughter brought by Anthropic has the following record:
Adobe -35%
ServiceNow -50%
Atlassian -30%
IBM -35%
Salesforce -26%
There are definitely some that are wrongly targeted; I did some research today.
I think Salesforce might be the one wrongly targeted.
And the one that should continue to be devalued is probably Atlassian?
Which industry will the next scythe strike?
View OriginalSince the beginning of the year, the SaaS slaughter brought by Anthropic has the following record:
Adobe -35%
ServiceNow -50%
Atlassian -30%
IBM -35%
Salesforce -26%
There are definitely some that are wrongly targeted; I did some research today.
I think Salesforce might be the one wrongly targeted.
And the one that should continue to be devalued is probably Atlassian?
Which industry will the next scythe strike?
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Today’s A-shares🐶
Morning, one token is worth a thousand gold! Tokens are the future! They are the new battleground for the US-China showdown!
We have the advantage in electricity; electricity cannot be exported, but tokens can be exported!
Afternoon, what is a token, and which stray dog is barking wildly?
Morning, one token is worth a thousand gold! Tokens are the future! They are the new battleground for the US-China showdown!
We have the advantage in electricity; electricity cannot be exported, but tokens can be exported!
Afternoon, what is a token, and which stray dog is barking wildly?
TOKEN-2,19%
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I strongly suspect that Alibaba was tasked with shorting Hang Seng Tech.
While others use large models to boost productivity,
Alibaba, damn it, uses large models to order takeout.
During the holiday, using Qianwen to order milk tea saved 20 yuan.
Later, damn it, my stock account lost enough to buy a milk tea shop.
View OriginalWhile others use large models to boost productivity,
Alibaba, damn it, uses large models to order takeout.
During the holiday, using Qianwen to order milk tea saved 20 yuan.
Later, damn it, my stock account lost enough to buy a milk tea shop.
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When I first went abroad, I linked my credit card to my dad's, so I didn't need to check in regularly.
As long as there are daily transaction records, my parents know you're safe.
During the New Year, everyone in the group chat stopped talking, but from time to time, transaction records pop up from FOMO, and I know they're still alive, and even have time to play memes.
View OriginalAs long as there are daily transaction records, my parents know you're safe.
During the New Year, everyone in the group chat stopped talking, but from time to time, transaction records pop up from FOMO, and I know they're still alive, and even have time to play memes.
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I think in the AI era, Apple might still be the winner.
It seems like they are falling behind now, but in terms of entry points, Apple still has an unbeatable advantage.
The future that Doubao Phone can achieve, Apple can also do,
and they can leverage Apple's strong position to prevent other apps from restricting it.
Zero code, zero cost, directly turning your phone into your Openclawd.
The problem is, how did AI fall so far behind, and why isn't the valuation taking a hit? I'm convinced.
View OriginalIt seems like they are falling behind now, but in terms of entry points, Apple still has an unbeatable advantage.
The future that Doubao Phone can achieve, Apple can also do,
and they can leverage Apple's strong position to prevent other apps from restricting it.
Zero code, zero cost, directly turning your phone into your Openclawd.
The problem is, how did AI fall so far behind, and why isn't the valuation taking a hit? I'm convinced.
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A one-sentence summary of the major targets of Hang Seng Tech:
Tencent—AI lagging behind, other sectors being outperformed by ByteDance, major shareholder continuously selling pressure.
Alibaba—AI suspected to be ahead, but still competing in food delivery; Wang Xing probably offended Jack Ma in a past life, and the management team is a mess.
Baidu—Trying to diversify but failing, relying on Q&A.
Xiaomi—Liu's reputation damaged, vehicle sales stagnant, help us.
Meituan—Initially outperformed by JD.com, then overtaken by Alibaba. Heartbreaking. Also, the food delivery business, which is profita
View OriginalTencent—AI lagging behind, other sectors being outperformed by ByteDance, major shareholder continuously selling pressure.
Alibaba—AI suspected to be ahead, but still competing in food delivery; Wang Xing probably offended Jack Ma in a past life, and the management team is a mess.
Baidu—Trying to diversify but failing, relying on Q&A.
Xiaomi—Liu's reputation damaged, vehicle sales stagnant, help us.
Meituan—Initially outperformed by JD.com, then overtaken by Alibaba. Heartbreaking. Also, the food delivery business, which is profita
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What exactly is Pinduoduo hiding from us?
PE is only 10
Market capitalization is 146.1 billion USD
Cash and short-term investments on the books amount to nearly 60 billion USD
It looks like an ultimate unbeatable golden opportunity.
But I always feel there's some big hidden risk waiting for me.
Just saying that management doesn't want to make money isn't enough to explain it.
View OriginalPE is only 10
Market capitalization is 146.1 billion USD
Cash and short-term investments on the books amount to nearly 60 billion USD
It looks like an ultimate unbeatable golden opportunity.
But I always feel there's some big hidden risk waiting for me.
Just saying that management doesn't want to make money isn't enough to explain it.
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