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X @mert | helius.dev
mert | helius.dev· 2025-08-23 15:52
Core Thesis - Crypto market is expected to continue its growth trajectory, attracting more users and developers [1] - Solana has consistently demonstrated its position as a leading platform for builders, traders, and consumers over the past four years [1] - Solana's success is attributed to its engineering execution, talent acquisition, and user-centric approach [1] - Solana possesses structural advantages, including censorship resistance and high performance, leading to concentrated liquidity and rapid experimentation [1] - Solana consistently ranks among the top platforms in key metrics such as revenues, volumes, developers, and growth rate [1] Competitive Landscape - Tech races are typically Pareto distributed, resulting in a few dominant players [1] - Solana does not require a bearish outlook on other assets to succeed; it only needs to maintain its execution [1] - The industry anticipates Solana to continue its execution and maintain its position among the top chains [1]
X @Sam Altman
Sam Altman· 2025-07-29 20:57
Product Launch - ChatGPT's study mode is rolling out to all users (free, plus, pro, and teams) [1] - The company aims to make education more accessible and intentional with study mode [1] User Engagement - The company encourages users to try study mode and provide feedback [2] - Study mode is designed to help users learn more effectively when using ChatGPT to understand something [1][2]
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-07-01 15:47
Social Commentary - The document references a user (@naniXBT) seeking a derogatory term for individuals overly reliant on ChatGPT [1] - The term "sloppers" is mentioned as a potential label for such individuals [1]
亲密关系的低配时代
Hu Xiu· 2025-06-07 06:22
Group 1 - The core issue discussed is the evolving nature of intimate relationships among young people, particularly the shift away from traditional marriage-centered models towards new forms of connection [1][6] - The article identifies six key questions relevant to the current era, including the nature of love and relationships, societal structures, individual meaning, ecological crises, global order, and technological changes [6][27] - New relationship models such as "situationships," "搭子" (functional companions), and "固聊" (solid chat) are emerging, reflecting a trend towards modular and functional intimacy rather than traditional romantic commitments [7][9][12] Group 2 - The concept of "去婚姻中心化" (decentralization of marriage) is highlighted, where individuals seek emotional fulfillment through various non-traditional means, including friendships and community connections [1][2] - The article discusses the implications of these new relationship forms, suggesting they may lead to a "情感快餐依赖症" (emotional fast-food dependency), where deep emotional connections are replaced by superficial interactions [25][32] - The future of love is predicted to be characterized by lighter emotional connections, more diverse relationship forms, and deeper integration of technology in maintaining and managing relationships [29][31][32]
啊...越炒越污了
猫笔刀· 2025-02-20 14:17
又到了每个月的20日,是更新LPR的时间,2月份的LPR没有发生意外,一年期维持在3.1%,五年以上维持在3.6%,已经4个月没有变化了。 上一次调整还是在2024年10月,一年期和五年期分别下调了0.25%,就是因为那一次刺激政策导致部分一线城市连续4个月止跌,二三线城市虽然还在 跌,但是跌速放缓了。所以利率的下调对房价是有实质利好支撑,只是2024年房贷利率下调的太快,致使银行经营端压力骤增,短期内很难进一步降息。 …… 今天a股表现尚可,成交1.76万亿,中位数+0.51%,和昨天的加起来,差不多把前天跌掉的部分给涨回来了。 两市表现最好的行业竟然是橡胶制品,涨了6.23%,这在过去几年算是很稀罕了。通常橡胶制品是传统行业,很难蹭上热点风口,但是这次情况发生了诡 变,因为这次火起来的是ai女友,情趣机器人概念,市场预期这类产品一旦热销会带动对橡胶的需求,所以资金就都冲进去了。 以前这个赛道卖的都是充气的,原因无它,便宜罢了。我没用过啊,但凭脑子想这玩意充气的肯定没有橡胶的体验好,而且一旦ai赋能了机器人,是不是 仿真度和互动体验都会好的多,所以今天涨的除了橡胶板块,还有生理传感技术概念股。 deepse ...