画线高手
$ETH just broke below its range. Everyone’s calling it the end.
But look at what it did in 2025: lost the range, wicked below, trapped every short.
Then it pumped straight to $4,950.
Most of you will sell it again.
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Bitget ETH 被盗，当时的观点是ETH 买入需求增大，ETH 价格上升，但实际上ETH 那段时间价格在下跌。黑客会把ETH 兑换成BTC。
Binance needs to buy back 204,500 ETH:
The drained wallets were the reserve wallets. Binance's own October 1 proof of reserves lists Binance 14 among the wallets backing customer balances
so the ~204,500 ETH taken leaves ETH backing near 94%, with USDC and several alts also under 100%
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同感
This is an incredible moment in this history of mathematics, computer science, physics & science with some of the hardest problems in human history being solved by AI over a period of weeks. Depending on your perspective, it's either a crisis, a triumph, or both. I don't think anyone knows for sure. We're all trying to make sense of it. I oscillate between fear/dread and optimism/excitement on a daily basis. The rate of progress is insane, including today's announcement from OpenAI of more problems solved.
To help make sense of all of it, here's my conversation with three mathematicians about this moment. Each of them is an expert in the field of each of the biggest problems solved: Navier-Stokes, quasi-Riemann hypothesis, the unique games conjecture and complexity theory more generally.
Ankur Moitra is a mathematician and theoretical computer scientist at MIT, visiting the Institute for Advanced Study in Princeton. Steven Brunton (@eigensteve) is a mathematician and fluid dynamics expert at UW. Alex Kontorovich (@AlexKontorovich) is a mathematician at Rutgers specializing in number theory.
13
发现自我，生命热烈绽放
"Hijos de perra, se robaron el show"….
La actuación de Queen en Live Aid el 13 de julio de 1985 no fue solo un concierto; es considerada unánimemente por críticos e historiadores de la música como la mejor presentación de rock en vivo de todos los tiempos.
En apenas 21 minutos, la banda dio una cátedra magistral de dominio escénico y conexión humana que cambió las reglas de los megaconciertos para siempre.
El "arte" de esos 21 minutos radicó en una combinación perfecta de urgencia, preparación y el magnetismo animal de un frontman en la cúspide de sus poderes.
Mientras la mayoría de los artistas de Live Aid subieron a tocar sus éxitos improvisando o quejándose de los problemas de sonido, Queen se encerró una semana entera en los Shaw Theatre de Londres.
Cronometraron cada segundo y cada transición para asegurarse de meter la máxima energía posible en el tiempo asignado.
Antes de Live Aid, Queen estaba pasando por una crisis interna, desgastada por las giras y el relativo fracaso de sus lanzamientos en Estados Unidos. Se rumoreaba que la banda estaba cerca de la separación.
Esos 21 minutos reescribieron su destino. Al bajar del escenario, Elton John entró al camerino de la banda y les dijo: "Hijos de perra, se robaron el show".
La actuación no solo revitalizó la carrera de Queen sino que demostró que el rock de estadios era el arte definitivo de la era moderna.
5
市场不应跌不买，也不应涨不卖
Uptober was green for $BTC in 10 of the last 13 years.
Average return: +18%.
Uptober 2026? Red, with 8 days left.
I want a refund.
5
哈萨克斯坦
Today President @TokayevKZ awarded @JensenHuang the Order of Dostyk, First Class, recognizing his contribution to the country’s AI development.
Meeting at @aqorda_press in Astana, they discussed Kazakhstan’s ambition to become an AI nation and NVIDIA’s growing collaboration with partners in the country.
10
post-training
GLM 5.3’s biggest leap came from post-training alone.
“GLM 5.3 was built entirely by post-training the previous model. For me, that was a wake-up call.”
“Post-training is far more GPU-efficient than pre-training from scratch. Plenty of companies can’t afford to train a model from scratch, but they have proprietary data. They can post-train themselves and beat some of the closed models.”
“There’s still so much juice left to squeeze from post-training. We compared GLM 5.3’s cyber capabilities with 5.2, and it’s a night and day difference. That’s all just post-training.”
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投机资金在撤出，大额资金在进入
嘉信理财加密研究主管：投机资金因比特币波动降低而转移
嘉信理财加密货币研究主管 Jim Ferraioli @jimferraioli 10 月 6 日接受 Coinage 采访时表示，比特币的波动率正在随着市场成熟持续下降，本轮周期的波动率约为 40，低于前几个周期。
与此同时，越来越多高风险投机活动正在转向比特币之外，包括 DeFi、永续合约、预测市场等领域。Ferraioli 认为，随着比特币体量不断扩大、极端上涨和深度回撤减少，市场中的高风险投机需求也更多转移到了其他加密资产和产品。
来源：Coinage
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构造无限现金流
Warren Buffett's Stock Investment Rules
1. Drop of 5% → No action
2. Drop of 15% → Increase position by 10%
3. Drop of 25% → Increase position by 25%
4. Rise of 5% → Hold
5. Rise of 15% → Continue to hold
6. Rise of 25% → Sell 10%
7. Rise of 35% → Sell 20%
8. Rise of 45% → Sell 30%
9. Rise of 60% → Sell 40%
10. Rise of 100% → Sell entire position
Investing is never about cutting corners or seeking quick fixes; it is about whether you can seize the optimal moments to enter and exit the market, and it relies on a comprehensive strategy.
10
Fix the issue, the become more strong
Star Xu：比特币几度濒临“死亡”，危机过后行业更强大
OKX 创始人兼 CEO Star Xu @star_okx 在 New Era Finance Podcast @new_era_finance 的采访中回忆了比特币早期的分叉与算力攻击、Mt. Gox 倒闭、扩容路线分歧，以及后来的 FTX 事件。
他表示，比特币曾多次濒临“死亡”，行业也需要数月甚至一年来解决危机。但在他看来，每当问题得到解决，整个行业都会比以前更好、规模更大，也更强大。
来源：New Era Finance Podcast
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