Daniel_cc @Intr_Seele
Joined June 2011-
Tweets407
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Followers29
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Following119
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Likes4
Daniel_cc retweeted
讲几个关于孙哥的事实吧 1）孙哥在国内犯的最大错误不是ico，而是他参与了零八宪章并公开署名了，这个很好查，孙哥早年热爱投机，连民运也要投机。 2）孙哥最大的财富来源不是ico，而是他偷了p网的沉淀资金，所以孙哥在美国是等待特赦的罪犯，p网早期员工一直在起诉他。…
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Daniel_cc retweeted
牛市，拼的是仓位，没有仓位没有任何意义。这里指的是结构性的牛市。指数已经不是能反应整体涨跌的那个指数了，而是权重绑架的指数。所以结构性的权重牛市，不如重仓低吸趋势摸奖，摸到就是大肉。多点耐心，才能保有利润。
Daniel_cc retweeted
自下而上的行业复苏基本在化工、海风、存储、创新药、游戏等领域，可以选一个自认为比较喜欢的赛道逻辑。万华业绩拐点，MDI/TDI具备强定价力，反内卷。设置价格预警提醒，大目标也有一定空间82上方甚至90。
Daniel_cc retweeted
创新药海外授权（License-out）2025年第一季度，中国创新药BD交易总额达369.29亿美元，仅一个季度就接近2023年全年水平，振奋人心的行业转折点。
Daniel_cc retweeted
学习 ai 一定先看 karpathy 这个视频，讲的非常清晰，这就是真懂的人。 附了一张网友做的思维导图。 怕链接有问题的，直接去b站搜 karpathy，然后看3.5小时时长那个就是了。 bilibili.com/video/BV16cNEe…
Daniel_cc retweeted
出海搞项目、注册平台、开 Stripe…… 没有一张港卡真的太不方便了 为什么建议你也搞一张？一图就懂！
Daniel_cc retweeted
你长期拖延，是因为不知道大脑需要微小胜利
Daniel_cc retweeted
终于，「外卖三兄弟」里最后一家阿里财报也出了。 如果让我用一句话锐评，就是：血槽真tm厚，这不是非理性竞争，而是降维打击。 阿里因为营收结构相当复杂，在没有拆出外卖业务披露的时候，想要摸清数据很难，尤其是随着口径的变化，结果波动会大得离谱。
Daniel_cc retweeted
微策略们这是都疯了？ 之前原本计划融资 5 亿美金，继续买 BTC 的微策略龙头 MSTR，直接扩大募资到 28 亿了。 公司发售年化约 9% 的永久高息票，给大家吃利息。他拿这些钱去囤比特币，赌长牛，永不下跌。只要 BTC 一直涨，这个利息就能一直发下去。 但缺点是，如果不赎回，只能靠利息回本。…
微策略们这是都疯了？ 之前原本计划融资 5 亿美金，继续买 BTC 的微策略龙头 MSTR，直接扩大募资到 28 亿了。 公司发售年化约 9% 的永久高息票，给大家吃利息。他拿这些钱去囤比特币，赌长牛，永不下跌。只要 BTC 一直涨，这个利息就能一直发下去。 但缺点是，如果不赎回，只能靠利息回本。…
Daniel_cc retweeted
Grok 3 是一位天才的股票交易员 但大多数人不知道如何使用 以下是股票交易自动化的10个提示：
Daniel_cc retweeted
Daniel_cc retweeted
在趋势初期，市场启动的时候一定要先信，拿到足够多的利润作为安全垫才有可能在后续的操作中越打越顺走进正循环。 看到带带写的这个，感受很深，跟巴菲特说的东西差不多。 巴菲特很强调入场位置，margin of…
Daniel_cc retweeted
挺好的一本书，没想到竟然能把 Agent 做得这么细、这么落地。建议收藏，常看常新。 阿里云这份《金融行业 Agent 百景图》真的太全太实了，把过去一年在银行、证券、保险里做的大模型落地实践梳理成册，200 多个 Agent 案例，干货密度超高。 比如智能投研怎么跑，客服怎么加…
Meta Superintelligence - Leadership Compute, Talent, and Data semianalysis.com/2025/07/11/met…
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