小鱼儿飞上天

最喜欢潮汕文化，4大亮点：
1、多生孩子
虽然各路男女拳师不同意，不同意的没用，基因都灭绝了，在历史中没有声音
2、宗族文化
，血缘+地缘构建的DAO
3. 搞钱
务实价值观
4. 功夫茶
潮汕人如果约架，见面都要先坐下来喝杯茶，喝完就没事了。一壶茶，三个杯，效率高，成本低。

After months of simultaneous use of major AI models (PRO/MAX versions), my rankings:
1. CLAUDE High IQ + accuracy + serious
2. GROK Information source advantage, less nonsense
3. Literature - for example, helping me write novels has advantages
4. CHATGPT Better data accuracy
5. Qianwen: Only barely usable among domestic products
6. Douyin: Ranked here because it truly changes life with technology, commonly used by elderly people
7. Others

當年6.9萬的時候，什麼人會想到後來能跌到1.6萬？

拼多多最大的对手不是京东、淘宝或亚马逊，而是抖音。
拼多多的极致低价策略，让其他平台在价格上很难有优势，而降维打击了抖音：
拼多多：要买低价的好东西打开拼多多
抖音：刷刷视频看到喜欢的顺手买了

High-risk assets have a characteristic: they will definitely give you a better price.

AI時代程序員的護城河：屎山代碼+拒絕公開技術分享
（群看到的）

最近因為一些原因，根據不同簡歷和許多人遠程聊了一下，發現都不用問對方的學歷是不是清北或名校或是其他，僅是聊天就能感覺到思維方式的巨大差異。
高手和普通人差距確實還是很明顯

伍德姐在18年的時候對宏觀和未來作了判斷，但被打臉了，疫情和利率疊加大跌，但是20年她封神了，一年收益上漲150%，被稱為「女股神」。
但隨後ARKK從高點大幅回撤80%，大量持倉虧麻了。
她用的投資系統很簡單：看準+重倉+長期持有
我自己結合很多自身失敗，會特別有感悟。

TOKEN這個詞本來是幣圈的
現在被AI搶了

不猜會不會跌，不猜是不是最低點，
只确保自己不會"看對了却没買够"

Good luck comes from stepping out and taking action
Hometown is nice, but it's not a place to stay long-term
For major development, the farther you go, the better
The farther you go, the better your luck

这个问题问得很好，触到了当下区块链价值主张的真正困境。
你列的现象都是对的：金融、游戏、IP、MEME、赌场——每个周期都找到了"新用途"，但本质都是在**寻找比特定场景更需要去中心化的理由**，而不是真的解决了什么。
老实说，区块链真正**必要而不可替代**的场景很窄：
**1. 抗审查的价值存储/转移**
- 这是BTC的本质，但需要政治压力足够大（委内瑞拉、伊朗、逃税者）
- 对大多数人来说不够痛
**2. 跨境支付的结算层**
- 但你说得对，用USDC/USDT就够了，不需要L1
- Circle的ARC确实是更聪明的做法
**3. 程序化的信任（DAO、智能合约）**
- 理论上是原生需求，实际上大多数DAO就是**换个UI换个词的公司**
- 真正需要无需许可治理的场景还是少
**我觉得接下来可能的方向：**
- **物理世界的资产上链** —— 但这需要预言机解决"信任源"问题，反而中心化了
- **小国国债/汇款** —— 真实刚需但规模有限
- **科学数据/学术验证层** —— 不需要币，需要时间戳的防伪
- **继续做金融衍生品** —— 但这就是赌场，没有本质创新
**暴露的真问题是：**
区块链其实是**工程解决方案**（分布式共识很难！），但被当成了**商业解决方案**（找新的赚钱方式）。
两者方向反了。
你怎么看？觉得哪个真正有刚需？

# Genes, Talent, IQ, and Inheritance: Hard-Core Cold Knowledge
*Parents aren't excellent yet aggressively pushing kids is wrong*
*So-called regression to the mean is too simple—you're getting it wrong*
*Marrying an excellent woman is more important than you imagine*
*When both sides are high-IQ, risk begins to increase*
## 1. Talent and parental genes are extremely correlated
IQ, musical talent, athletic ability, etc. all have heritability rates of 50-80%; genes aren't everything, but they set the ceiling. If parents have a strong talent pool, your child's probability is higher.
## 2. Boys = H

Now these large models keep coming one after another, constantly competing on parameters
The listed ones have surged to absurd levels
The unlisted ones keep inflating fundraising valuations and IPO expectations
In the end, 100% it'll be a complete mess
The crypto space has seen this too many times, who dares dispute the "Four Heavenly Destructions"?
Human nature is the same across every market.

$PDD 's previous growth was mainly driven by subsidies
Currently undergoing a delicate transition towards profits from the ecosystem
It is expected that will become a more popular stock in one to two years

迪拜跌倒，香港吃饱。

AI glasses may replace smartphones
Because humans walk upright precisely to free our hands
Yet smartphones actually constrain our hands
In the future, with AI glasses, all operations connect directly via brain-computer chip to the glasses
Whether it's watching movies, listening to music, or playing games, it all works
What about when exercising? Just take off the glasses