12/12 We released comprehensive research on the #Arweave ecosystem and its fundamental technologies, read the full article: foresightventures.com/wap/focusdetai…

这就是以太坊现在正在做得东西🥳。 尤其是里面几张图可以重点看下，用分层的视角去看，怎么一步一步从目前最简单的二层合一的PoW L1变成EIP4844加持下的：PoS L1 共识层+L1 执行层+L1外挂数据+L2的架构。 配合 eips.ethereum.org/EIPS/eip-4844#… 文档阅读效果更佳。

If you think the Tornado Cash takedown is a good thing because hackers use it: Do you really think hackers will stop stealing money because they can’t put it through Tornado? Will they hack $1m and say ‘damn, Tornado is down’ and give it back? No. So I’ll take my privacy.

央行“意外”降息，市场对此“意外”意外地无反应，银行甚至意外破位。此缩量降价操作回笼2000亿，因市场并不缺钱，而市场利率早已下行。 PBOC “unexpectedly” cut interest rate, market unimpressed, banks breaking support. This op indeed took away ¥200bn liquidity, as market demand’s weak.

回圈了！ #Foresight2023

Day1 in HK 随想

Why not all VCs are ready to embrace AI-powered investment tools | TechCrunch techcrunch.com/2022/08/07/why…

here's me controlling GLSL shader uniforms using my hands. imprecise exploratory inputs — like finding the right parameters when making highly-dimensional generative art — feel like they're better suited to fluid movements.

Bought back some $MFER here, Bybit listing, believe second wave starts from CEX retail relaying here.

when new social networks emerge (like clubhouse) - the cost of attention is cheap, because there's little competition and high engagement - but the problem is such form of content has little longevity to it, and the quality of content trends downwards very fast

Do you hear the $people sing?

如果你理解博彩这个行业的发展史，就不会说出Meme season ends或者topped这种傻话 Meme不是风口，不是赛道，是特性，是博彩这个人类基础产业在赛博时代的投射 最傻的分析师才会去分析某个meme币如何如何。赌筹脱离了赌场谈基本面，就是笑话 听VC bro一本正经的分析meme，不如去找个荷官分析一下

Godot老板牛逼，感谢带飞

22年夏天 闲暇小记

刚才一个小朋友来加我，问我“Meme是不是完了” 很显然想从我这里找找信心 我说Meme本身就不是一个市场，而是一个发行方式，这个发行方式无限接近于所有链上公平发射，怎么可能完 你现在遇到的市场情绪差，本质上是Sol和BNB的本币价格不好，尤其是SOL螺旋下跌导致的 有庄才有闲，这是链上的博弈结构

算力不够有 AI，时间不够有他人经验，两个都能加杠杆 唯一加不了杠杆的是判断力——知道该算什么、不该做什么 能放大的都不稀缺。不能放大的才是资产。