A thread with all of my podcasts expounding on the "How to Get Rich" tweetstorm. I’ll add new episodes here. Here’s the original tweetstorm for reference: x.com/naval/status/1…

Every decision sets precedent for the future. Binance and Okx listing perps in Hyperliquid’s face does help their short-term incumbency status but it also sends the message to other cex and dex competitors of what to expect if they take on bad liquidations.

Growth isn’t always a straight line. Sometimes it’s a spike, a stumble, a loop — or all of the above. But every path forward is still progress. When in doubt, zoom out. 📈 #ThisIsGrowth #OSL #CryptoJourney #BuildingTogether #LongTermVision

从FTX暴雷到关税战：揭示筹码结构的双锚效应（重要） 想象你突然失足跌落悬崖，本能的抓住了一跟绝璧处的树枝，虽能暂时缓冲了跌势，但下坠的巨大势能仍可能将你连同树枝一起拖向深渊。此时你发现崖璧上还有一块凸起的石块能让你双脚踩稳，是不是倍感安全？

在Wu Blockchain 对OSL CEO Kevin Cui kevin.cs 的深度专访中，Kevin表示，OSL将会聚焦连接法币世界与Crypto世界，例如将Cryoto支付引入传统支付，为用户提供便利和更高的效率，基于不同市场不同监管框架提供toB/toC的优质产品和服务。 Go Abroad. Go Deep. 💪

.Naval life formulas:

One platform, nine ways to settle. Cash out on your terms. #OSLGlobalOTC

1/ Some thoughts on the new MAS consultation response that pretty much everyone has been asking me about lately. TLDR: Targeted at closing a loophole exploited by some CEXes, custodians and MMs. Builders/LabsCos are ok but some things to look out for due to broad language.

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When the market turns like this, there’s usually a pretty straightforward playbook for the aftermath. 1) Market bleeds out and MMs are offline and start refilling by first taking out big spot and perp arbs on assets. 2) Once exchanges and API feeds are back online, market

公开言论是用来维护立场和利益的👍

x.com/i/article/2007…

好了，这下摊牌了！ 本轮周期 LTH-RPRL（长期持有者已实现盈亏比）首次低于1，上次出现该情况还是在2022年5月9日；LTH-SOPR 也同时低于1，说明LTH不仅已整体上亏钱，而且还在持续的亏损卖出。 （图1）

睡眠质量由 6 个秩决定： 生物钟对不对齐（G1 昼夜节律）、 脑子安不安静（G2 认知激活）、 血里干不干净（G3 化学干扰）、 气道通不通（G4 物理前提，乘法归零）、 硬件（G5出厂设置/年龄）、 身体累不累（G6 睡眠压力/腺苷负荷）

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your timeline convinced you AI is in a bubble. talk to a boomer above the age 35 for 5 minutes. most people don’t even know what claude is.​​​​​​​​​​​​​​​​ kind of wild when you zoom out.

三台测试机在跑的最新版 OpenClaw，事后的巡检通知表现都还可以，都加了 v2.8 安全思想钢印，这是“OpenClaw极简安全实践指南.md”的新版本，分别对应的模型是： minimax/orbit-20260303 anthropic/claude-opus-4-6 openai-codex/gpt-5.4 我们 SlowMist 准备继续多花时间来测试，因为之前公布的