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Yuyue· 2025-11-25 07:41
但鲜有人*告诉普罗大众要如何最低成本提高自己的健康水平,有哪些很便宜都能负担得起的路径多打了一个字,fix 一下 ...
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Yuyue· 2025-11-25 07:37
看到推友 @siriusxyzzz 的评论有感https://t.co/cmzlSQ6cOGSirius (@siriusxyzzz):@yuyue_chris Known unknown起码知道去哪里找路子,unknown unknown 才是我等小镇做题家最大的痛 ...
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Yuyue· 2025-11-25 07:36
Healthcare Awareness & Affordability - The core issue for most families isn't financial capability but rather a lack of awareness regarding affordable healthcare options [1] - Preventative and corrective healthcare, such as dental care (ranging from 100-300 yuan for teeth cleaning and 5,000-60,000 yuan for orthodontics), spinal care (3,000-20,000 yuan for scoliosis correction), and annual check-ups (under 800 yuan in public hospitals), are often financially accessible even for families with an average monthly income of 8,000 yuan [1] - Early intervention in health issues is emphasized as more cost-effective than delayed treatment [1] Cognitive Deficiencies in Healthcare - A primary cognitive gap exists where families lack the awareness that they can afford certain healthcare services [1] - The lack of awareness about affordable healthcare options is more concerning than the actual inability to afford them [1] Societal Influences & Information Asymmetry - Consumerism and promotion of luxury goods overshadow the dissemination of information about cost-effective ways to improve health [1] - Individuals from families with limited financial resources often gain essential health knowledge later in life, such as the need for orthodontic treatment, scoliosis correction, and myopia control [1] AI & Healthcare Knowledge - While AI can assist in resolving "known unknowns," it struggles to address "unknown unknowns," particularly regarding healthcare awareness [1]
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Yuyue· 2025-11-24 21:57
Market Strategy - Emphasize the importance of focusing on market dynamics (筹码博弈) when appropriate and narrative (叙事) when appropriate [1] - Avoid being misled by grand narratives (宏大叙事) or narratives of depletion (枯竭叙事) when market dynamics are crucial [1] - Avoid being shortsighted by focusing solely on market dynamics when long-term vision is required [1] - The decision to adopt a long-term perspective (格局) or a short-term, risk-averse approach (纸手) should be based on the current macroeconomic environment [1]
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Yuyue· 2025-11-24 20:22
Market Analysis & Comparison - The market trend of $MON resembles an accelerated version of Linea's ($LINEA) trajectory, characterized by an initial undervaluation relative to market expectations, leading to potential rallies after corrections [1] - $MON's opening saw significant panic selling and a wash-out, similar to Linea, prompting strategic accumulation of discounted tokens [1] - The anticipated profit-taking point for $MON is similar to Linea's rebound range of 21% to 35% [1] Tokenomics & Airdrop Strategy - @monad's generous airdrop to yappers, at the expense of testnet users, generated more attention than Linea, a trade-off made for secondary market performance in a challenging altcoin environment [1] - The market perceived Monad's initial price action as similar to Linea, with airdropped and newly issued tokens being quickly sold off, resulting in significant downward pressure [1] Ecosystem & Future Outlook - The ecosystem's comprehensive infrastructure suggests a potential strategy similar to Plasma, aiming to control the single-chain coin without listing on Binance [1] - Continued observation of ecosystem opportunities is warranted, with a focus on high-risk, high-reward scenarios [1]
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Yuyue· 2025-11-24 17:37
Market Timing & Strategy - The crypto market is considered to be entering a bear market due to various DAT shipments, ETF outflows, and BTC falling below the bull-bear demarcation line [1] - Pre-TGE projects are delaying their TGE (Token Generation Event) due to market conditions, highlighting the importance of timing [1] - Two potential TGE timings are identified: during a rebound within the year or after the midterm elections [1] - Smaller teams or those needing funds quickly may opt for the rebound, while others might wait for the midterm elections [1] Project Analysis & Concerns - Stable is perceived as rushing its TGE to raise funds, with its pre-market already open on Binance [1] - There are concerns that delaying TGE could negatively impact projects, potentially pushing Stable towards a 1 billion valuation [1] - SweetY suggests that there will be many projects TGE next week, and it is possible to earn points on opinion while swiping [1] - SweetY believes that Stable's decline is cost-effective because it is very likely to TGE in 2025, but it is better to wait for the pull-up to sell [1]
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Yuyue· 2025-11-24 14:21
Sentiment Analysis - The document expresses a sense of familiarity [1] Data Source - The document originates from a tweet containing a URL [1]
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Yuyue· 2025-11-24 14:12
Monad 现在这个价格情况给我一种 Linea 的感觉。。。都以为是单机链会卡空投领取控开盘,结果空投的、打新的筹码都直接到手了,所以砸盘格外凶猛生态的基础设施挺全的,不开币安现货有一定可能性是想参考 Plasma 造一个 trillions 来控盘单机链上的币,这也解释了为什么所有 trencher 都在准备冲他们的生态,以及 @gmgnai 这次为什么对接得这么快空投已经到账了,在钱包里可以直接查看,不用 claim,趁空投到了直接卖,目前链上价格 0.031,币安盘前 0.027。打新部分,下午套上的有本金 20% 的利润,现价还剩本金 8% 的利润,年化上百感觉也还行了Yuyue (@yuyue_chris):Monad 先说结论,一定是会打完的,而且大概率会有很多人在最后一刻才塞 😂 币圈哥们现在对 apr 已经非常饥渴了。不过很多人讨论的币价问题,是比较不及预期的。最大的问题不是估值的问题,而是 timing 和选择的问题。具体有几点情况:- 在 1011 之后再发币从客观来说是错过了最好的时机。Coinbase https://t.co/Ma9E3uyr3w ...
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Yuyue· 2025-11-24 06:33
Market Dynamics - US Apple capital outflow led to a sustained USDC/USDT premium and Coinbase BTC negative premium [1] - Foreign capital outflow contributed to a prolonged period where 1 USDC was greater than 1 USDT, peaking at 1.009 on Binance [1] Trading Behavior - Asian market participants (Android users) perceived daily lows and engaged in buying activity [1] Data Signals - Coinbase BTC negative premium and USDC/USDT premium are considered data signals [1]
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Yuyue· 2025-11-24 06:17
Overview of IBIT - IBIT, or iShares Bitcoin Trust ETF, is a spot Bitcoin ETF product launched by BlackRock, a leading global asset management firm [1] - BlackRock partners with Coinbase Prime for custody and brokerage services, ensuring fund security and compliance [1] Market Position - IBIT dominates the Bitcoin ETF market, holding the majority of the total market AUM (approximately $150.85 billion as of October 2025) [1] - IBIT significantly outperforms competitors like Fidelity's FBTC (with inflows of only $1 billion in 2025) and Grayscale's GBTC (with outflows of $2.6 billion) [1]