AgentIan
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A-shares are one of the best-performing assets in the last three months.
(Only US tech growth stocks are higher than him.)
ps: vix is gradually reaching new lows.
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Last night, there was news that the high-level fall of AI in the US stock market was related to an MIT report titled "The GenAI Divide: State of AI in Business 2025". The report can no longer be downloaded directly and requires filling out a form. The report states that companies invested three to four hundred billion dollars, but 95% of them found that the money was basically wasted and did not help them earn additional revenue.
IN7.84%
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It's been a year and a half, and the @solanamobile phone I bought at the beginning of 2024 has finally reminded me that it's time to ship, asking me to confirm the Address.
It's really "A day in the crypto world is like a year on Earth!"
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The local large model was tinkered with all night, and the final choice was made:
1. Main model: Qwen-30B-Instruct, it's sufficient for daily tasks. (Instruction following is very good)
2. Inference backup: Left an 8-bit modified version of GPT OSS mlx. The 4-bit version of GPT-OSS doesn't work well, and maximizing the inference budget across three tiers is not very meaningful.
3. Coder in all directions, planning to use SOTA flagship directly without considering local models (after all, it's work)
GPT-6.36%
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Recent Holdings $sol and a small amount of $eth $uni.
The review is still slow to react; ETH hesitated from 2500 to 3000, and after seeing it take off rapidly after July, fortunately, the unexpectedly weak non-farm data at the beginning of the month provided an opportunity to enter the market.
The profound lesson is: it is difficult to have a significant pullback like in April this year. Instead of waiting for a perfect bottom, the strategy is to buy on small dips and hold firmly.
SOL4.49%
ETH4.21%
UNI4.23%
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After the US Non-farm Payrolls (NFP) data was released, the US stock market experienced significant turbulence, concentrated bursts (tariff-induced inflation concerns, uncertainty in tech giants' earnings season, and the worse-than-expected Non-farm data).
The market is trading defensively: indices are down sharply, while bonds are up and yields are falling.
Now the pressure is on Master Bao.
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I'm very curious to see that the reactions in different groups are all different, let's do a poll to see everyone's Position.
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June Review 456: Being too close makes it easy to underestimate oneself.
The best way to not feel down is to go out and have some fun (as long as the position is still there), having fun makes people feel more optimistic.
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a16z Apps Unwrapped (a16z App Selection)-
通用助理 (General assistance)
Perplexity - An AI-driven search engine and research assistant
Claude (Anthropic) - A general-purpose chatbot, very suitable for projects and collaborative work.
ChatGPT - You know this, but you can try its advanced voice mode to chat with AI.
完成工作 (Get work done)
Granola - an AI note-taker that can listen to your meeting content and organize the text into notes.
Wispr Flow - AI voice input method that converts your speech to text in any application.
Gamma - Create slides, documents, and websites using artificial intelligence
GET-14.5%
WORK-2.8%
FLOW3.94%
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AI is incredibly exciting.
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Crazy Sunday, many people feel a pullback is coming, but over the weekend $ETH continues in green, is it a front run for Monday or? Looking forward to Monday's arrival~
ETH4.21%
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0718: Recently, if I see something I like, I just buy it directly; I can't even get the open orders 😢.
Currently, there are two main hot topics:
1. The top 10 coins are linked to stocks. (The rise in coins is similar to ICOs)
2. ETH-related logical line > DeFi's > ETH ecosystem.
ETH4.21%
GT7.63%
DEFI1.37%
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Trump said "crypto week", the crypto market has broken its previous high!
TRUMP1.84%
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Trump's "crypto week"
TRUMP1.84%
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Review written during BTC12W.
The first half of the year from February to July was not very smooth. I bought some between July and August but couldn't hold on to them. Before April, I thought every dip was an opportunity, but my mindset broke down in April.
There are still opportunities in the second half of the year, so strengthen your mindset throughout the process. Both risks and opportunities exist. The process is the most important; if the process is right, there will be results.
BTC0.65%
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It's been pretty good these past few months. Although I haven't made any money, I've made good progress in learning AI. I've also successfully lost 5kg. I hope my condition improves further in the future. I will maintain a regular schedule.
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Status verbs overview by Claude Code: Understand in one sentence what AI is busy with.
•Accomplishing — The system is executing the established sub-tasks one by one.
•Actioning — The system has converted the strategy into specific actions and put them into execution.
•Actualizing — The system is rapidly transforming abstract ideas into visible outputs.
•Baking — The system is in "slow baking" mode, patiently waiting for the best shape.
•Brewing — The system blends information to extract essence like brewing coffee.
•Calculating — The system is currently calculating key parameters at high speed
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It seems suitable for temporal reasoning, handling open-domain problems, or requiring detailed context integration, with overall performance improved just a little, at the cost of increased latency.
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Claude Code is truly great, the significance is that it is not an IDE but an agent! I only remembered after using it that I studied software engineering back in the day.
AGENT2.76%
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