最近一阵自己没很好把握住这一波AI股票的机会，有点消沉。之前有点腰肌劳损一直没完全好，这次五一去马来西亚出海玩香蕉船回来感觉自己更不舒服了，昨天去看康复科医生说有可能腰间盘突出，一下子真是五味杂陈了。看了一晚上AI对话研究腰突的情况，深陷自己的受挫情绪中。当时觉得什么股票没买对啥的，多少钱都买不来健康。 今天再去医生那儿检查，医生说我可以排除腰突的情况，好好康复就可以恢复。多么让人开心的消息，也深感自己幸运。一下子踏空，错过也不值一提了。

伊朗打仗的市场低点在hyperliquid上买了800多万美金的mu仓位，还有约500万美金的sndk仓位。两个涨幅都很可观，不过离一开始自己满意的买量差很远。一方面是担心自己的持仓OI占比太重，另一方面也是因为自己的做空原油的单子还是浮亏状态，对信心还是有一定影响。 教训是对做空真的还是要慎之又慎，不单是亏钱的影响，更重要的是过程中对自己的心理煎熬，还有对你其他机会的把握的影响，拉长时间看那点收益都是不值得的。另外一点是还是要大幅减少crypto的配置，容量限制太大，meme币甚至除了前十的币对大资金的收益贡献都非常难，传统市场才是池大鱼大的地方。

什么时候币安能开原油的合约，我不想我所有的仓位都在hyperliquid上开，仓位占比会比较大比较明显。@heyibinance @cz_binance

早睡早起的感觉太好了。早上是能量最强，最清醒的时候。空腹，清醒得感知到阳光。平静的欢喜，真实的有意识的活在当下。丰沛的想法甚至你都想写下来，you should do it more.

需要长久监测的核心指标之 HRV: HRV 是身体的“适应性仪表盘”，反映自主神经系统（交感神经&副交感神经）如何实时调节心脏，帮助你应对内外环境的变化和挑战。

Don't write to make money, write to build relationships with like minded people that you haven't yet met. @naval

《中美小孩观察录》「松弛感」 「松弛感」这个颇有氛围的形容可能是大脑DMN区域从小没有被抑制的一个长大的后的体现. （Default Mode Network, DMN）是大脑里一片在“发呆、走神、做白日梦、自由联想”时最活跃的区域。DMN帮助我们把记忆碎片，编织进一条更长的个人叙事：我是谁, 我要去哪里, 我为什么要去那里 童年的环境，往往早已在潜意识层面决定了一个人是否拥有“松弛感” 两条关键的反馈路径尤其重要 - 1. 对“犯错”的容忍度: 若外界的反馈让孩子把错误视为威胁和危险信号, 长期处在威胁检测的自证循环中，DMN被压抑，想象力匮乏的同时大脑永远处在错误修正的无线循环里, 一生都在“防御性优化”中生存 2. 对“无用时间”的允许: 不允许时间毫无意义地流逝( 但是“有意义”的定义永远是大人的定义... )DMN也会被抑制 于是你学会了过度警觉/快速执行/永远在证明自己“没有浪费时间” 长大后，这种人对所有外部的信号输入信号非常警觉, 往往成为了高效能、无趣的“任务机器”, 指哪打哪, 局限在对非常有限的各种人事物的解构中和无限的外部信号处理中. 但很难构建出比自己更大的东西 松弛感可能本质上是一种神经系统层面的安全感. 它让我们敢于“浪费”时间，也敢于犯错. 正如confidence coming from being comfortable. 是因为我们知道, 真正的成长往往就藏在那些“看似无用”的时刻里, 真正的精进来自于无数次被人群嘲的试错.

Druckenmiller on the 2000s Tech Bubble I made a lot of mistakes, but I made one real doozy. So, this is kind of a funny story, at least it is 15 years later because the pain has subsided a little. But in 1999 after Yahoo and America Online had already gone up like tenfold, I got the bright idea at Soros to short internet stocks. And I put 200 million in them in about February and by mid-March the 200 million short I had, lost $600 million on, gotten completely beat up and was down like 15 percent on the year. And I was very proud of the fact that I never had a down year, and I thought well, I’m finished. So, the next thing that happens is I can’t remember whether I went to Silicon Valley or I talked to some 22-year-old with Asperger’s. But whoever it was, they convinced me about this new tech boom that was going to take place. So I went and hired a couple of gunslingers because we only knew about IBM and Hewlett-Packard. I needed Veritas and Verisign. I wanted the six. So, we hired this guy and we end up on the year — we had been down 15 and we ended up like 35 percent on the year. And the Nasdaq’s gone up 400 percent. So, I’ll never forget it. January of 2000 I go into Soros’s office and I say I’m selling all the tech stocks, selling everything. This is crazy…at 104 times earnings. This is nuts. Just kind of as I explained earlier, we’re going to step aside, wait for the next fat pitch. I didn’t fire the two gunslingers. They didn’t have enough money to really hurt the fund, but they started making 3 percent a day and I’m out. It is driving me nuts. I mean their little account is like up 50 percent on the year. I think Quantum was up seven. It’s just sitting there. So like around March I could feel it coming. I just — I had to play. I couldn’t help myself. And three times the same week I pick up a — don’t do it. Don’t do it. Anyway, I pick up the phone finally. I think I missed the top by an hour. I bought $6 billion worth of tech stocks, and in six weeks I had left Soros and I had lost $3 billion in that one play. You asked me what I learned. I didn’t learn anything. I already knew that I wasn’t supposed to do that. I was just an emotional basket case and couldn’t help myself. So, maybe I learned not to do it again, but I already knew that.

1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer. What is ADL? How does it work? And why does it exist?

记录下自己第一笔单个交易盈利超过一千万美金。做的好的时候不要自大，对你来说更重要的是做得不好的时候也要记得自己总体做得还是不错的。不需要跟做得最好的人比，交易是一个长期的游戏，人生的游戏更是比交易这个游戏大得多，收集快乐比收集PNL重要。

how to spend crypto profits in ways that will actually make your life better: - throw away every one of your socks and boxers. buy brand new, all the same color/style. your drawers will never look so good. - get a coach for whatever hobby you care about - sports, chess, art, language, it doesn't matter. just pay someone to shortcut your own learning time - buy an in-home sauna if you have the space. it's ~$3,000, the same as a high end TV, and if you use it everyday its absolutely worth it - pay for a personal stylist to redo your wardrobe - upgrade your zoom setup - nice camera, nice lights, nice microphone. this will boost your perceived credibility more than you think - pay for your mom/dad/sibling to go on a fancy trip. pay for everything, including flights, hotels, food. it is the single thing that will make you feel like you made it, and the memory will last a lifetime. - get an inroom IV drip when you travel and watch your jetlag disappear (s/o @calilyliu) - pay for a 3 hour couple's massage. get the body scrub, it's better than you think. - buy a package for facials and get one every ~6 weeks - start getting haircuts every other week. nothing to make you feel fresh like a fresh cut. - only travel in nice cars. always get the expensive Uber/Grab/Careem. it will cost you ~$2k extra over the course of the year, but the feeling of luxury is worth much more (s/o @akshaybd) - get a personal chef to come a few days a week and meal prep for you - get an at-home massage every sunday - if you're balding, get a red light hair mask. proven to work, and better to start sooner rather than later - if you live near family/friends, pay a private chef to make a nice dinner for all of you once a month - get a personal assistant for shopping, travel, and general research tasks. if you're in dubai or india, @dxbcare is quite good and affordable - spend less time investing by giving your capital to professionals (liquid, venture, hedge funds, etc). make investing someone else's headache - buy your wife/girlfriend/mother a new watch instead of buying one for yourself - set aside a new wallet with a substantial amount of stables, yield farm on @jup_lend, and tell yourself that in 2 years you're going to give it to a family member - buy a really nice mattress and desk chair and watch your back problems disappear - send a gift (chocolates, cupcakes, etc) to your friends on their birthdays instead of just sending a text what else?

RT @turingou: 太多人没有能力活在当下，太多人不觉得花草的气味比远在天边的新闻更重要，太多人活了一辈子却从未活得具体，太多人成了别人故事中的某个人，却忘记了自己的故事。…

后悔没能买在最低点，卖在最高点的也是赌博。总想着一劳永逸，一夜暴富的那也不是投资。你需要能enjoy投资的这一journey。

at $1700 $ETH, my biggest regret was not taking any profit on my long-term bags at $3600 $ETH, my biggest regret is not buying more perpetual dissatisfaction is a feature, not a bug. learning to be content with decisions instead of indulging in this vicious cycle of regrets. gratitude maximalist.

我的观点可能更极端一点，就是没有任何东西值得牺牲身心健康，因为财富本身是为了身心健康。一切的获取前提是都不要损害身心健康。因为不是每个人都能幸运的获得那个财富，但是却一定会失去健康

Watch these Youtube playlists in order, and you’ll probably beat 99% of “AI people” out there: - "General Audience" by Karpathy: best intro to LLMs and how he uses them daily. - "Stanford CS231n Winter 2016" by Karpathy: the course that got me into AI, explained fundamentals in an incredibly intuitive way. - "Neural Network" by 3Blue1Brown: math foundations via great visualizations, deep dive into Transformers. - "Zero to Hero" by Karpathy: hands-on coding series to build neural nets and training/inference from scratch. Yes, I'm very Karpathy-pilled, but who can explain AI better?

I genuinely think the best way to trade is simply doing nothing 99% of the time and then sizing big once something crazy happens, take profit after a decent sized move even if you only capture half of the entire thing and continue doing nothing again 1 trade a year kind of thing