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- As an investor, the question that should be considered is whether our current investment portfolio can calmly deal with this geopolitical risk if there is a real war in the Taiwan Strait.
First of all, my personal investment portfolio includes real estate/cash/crypto and stocks. Once a war breaks out, it will have a negative impact on stocks and crypto, but the degree of impact should be quite different. The stocks invested are all located in the Hong Kong market. Once geopolitical risks occur, the Hong Kong market will undoubtedly fall sharply. Because international capital will quickly sell stocks out of hedging needs. But the impact of crypto should be relatively limited.
- 作为一个投资者，应该思考的问题是，如果台海真的发生战争，我们当下的投资组合是否可以从容应对这种地缘政治风险。
首先我个人的投资组合中，包括了房产/现金/crypto和股票，一旦开战，对股票和crypto都是有负面影响的，但是影响的程度应该是有很大差异的。所投资的股票都位于香港市场，一旦发生地缘政治风险，香港市场毫无疑问将会大幅下跌。因为国际资本出于避险的需求会快速卖出股票。但是crypto的影响应该会相对有限。
- 神鱼的观点：
现在世界上主流的矿机还是 S19 矿机，如果明年减半以后，币价稳不到 3 万美金以上，这些矿机都得关机，历史上很少发生这种情况，即使发生了也是很短暂的。所以我个人觉得 Q4 到明年的减半行情值得期待。
- 目前我所知道的真正的无治理协议就是liquity protocol，没有管理员，也没有治理模块可以干扰协议的运行。而且前端也是第三方构建的，而它有十多个前端可供选择。
- 黄仁勋预计AI 算力十年后可以增加一百万倍，就是六个数量级，2^20。
- Liquity 提供市场上最好的借贷条件，主要好处是：
- 0% 的利率
- 抵押品比率仅为 110%
- 无治理 - 所有操作都是算法和完全自动化的
- 可直接赎回 - LUSD 可以随时以面值赎回底层抵押品
- 抗审查 -协议不受任何人控制
- 使用 Liquity 产生收入基本上有两种不同的方式：
1.**将 LUSD 存入**稳定池，赚取清算收益和 LQTY 奖励
2.**抵押 LQTY**，赚取发行费（LUSD）和赎回费（ETH）的收入
- liquity的前端都是由第三方构建的，而不是由核心团队创建的，这本质上也是一种去中心化的形式，可选择的前端有很多，就看谁的用户体验更好了。目前有18个可选择的前端。
- 在liquity protocpl上质押ETH，可以借LUSD，最低抵押率只有110%，资本效率比较高。贷款的利率是0，除了抵押品以外，贷款还由包含LUSD的稳定池和共同充当最后担保人的其它借款人提供担保。而且这个协议是非托管的、不可变的和无治理的。这很cool。
- Some piano live beat 🎹🥁
#fingerdrumming #beats #hiphop
- **`072 - Red and green Asunción`**
Ink and watercolour
06/08/2012, Asunción, Paraguay 🇵🇾
Between August and December 2012 I lived in Asunción, Paraguay. Thanks to the Latin American exchange programme MARCA, I was able to do an exchange with the architecture faculty (where I did today's drawing) and had the great experience of having Solano Benitez evaluating my project.
Shortly before that exchange I had been in Europe for the 2nd time ( https://lensport.io/p/54180_598 , https://lenster.xyz/posts/0xd3a4-0x027b )... The impact was strong, in more than one sense: Asunción is not a simple city and it can get pretty heavy if you don't pay enough attention.
In fact, I was robbed several times, but the worst was when I went to the 2nd floor of the house where I was staying to leave my computer... When I came back my backpack was gone. In less than a minute the thieves jumped the fence, entered the house and took my backpack.
Inside that backpack there were almost all my drawings from my trips to Europe in 2011 and 2012, some books, and study material. It was very hard to lose drawings that had cost me so much, that were so symbolic, and that probably ended up in the rubbish...
However, Asunción also showed me the beauty of many people: wonderful persons who gave me great support and friendship during my stay. Many of them are still in my life, and more than once they were the reason for me to travel around the globe, just to pay them a visit...
But tell me dear reader,
Have you been to Asunción?
Have you done any international exchange during your studies?
Have a good afternoon 🍹
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🔴 Do you wanna help me to keep creating this content?
👉🏻 You can do it by #LMCC: 3 P / 10 WM / 30 % RF 🥰🥰
👉🏻 https://lenster.xyz/posts/0xd3a4-0x0350
🚨 This is a @wav3s post! You might get paid if you mirror:
👉🏻 0.3 WM - 30 M - Min 300 F
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#handmade #drawingoftheday #lufo #art #drawing #pen #usk #urbansketcher #asuncion #paraguay #ink #watercolour #travel #lenster #lens #lens #lensport #lensta #GN #GM #GM
- Love this new creator dashboard on Dune https://dune.com/adamzjw/lens-protocol-creator-analysis
- Pretty good, with some false positives. My own comment is hidden on this post, which probably shouldn't happen: https://lenster.xyz/posts/0xd8-0x44
- A cool feature could be the ability to pin other users content on your pinned posts on your profile. Maybe cool feature to support for @wav3s.lens
- 在任何领域投资，选择都是大于努力的。而在币圈投资，尤其如此。三五年时间回头看，不同的选择，将会造就两种截然不同的财务状况。我认为在币圈，正确的长期投资的回报将会是惊人的，这也是我喜欢这个领域的原因，我希望通过实践自己的投资价值观，实现超额的回报。
- 从昨天李强的表述来看，感觉上是非常务实的理性的，期待看到更多落到实处的举措出来。
- A cool feature could be the ability to pin other users content on your pinned posts on your profile. Maybe cool feature to support for @wav3s.lens
- 习总准备和泽连斯基对话，同时还将访问莫斯科，先和泽连斯基对话，然后和普京对话。感觉上是要促成两家和谈。这注定是艰难的，因为美国不会同意真正意义上的和谈。如果中国在促成伊朗和沙特的重新外交之后，又促成了乌克兰和俄罗斯的和谈止战，那中国的国际地位将会飞速串升，这将是美国所不愿意看到的。
- 投行其实本质上跟散户是没什么区别的，都是非常短期的投机者。这也是市场所需要的。
- This is Lenny
- Sammy Arriaga - METAGIRL (Remix) Acoustic Cover
As Sammy says, everybody's got a country side 🥃
Collect on Zora for 0.00333 ETH ($5) and join the collector’s chat to help me decide what to cover next:
https://zora.co/collections/0xfed117dc086f17fd0244f7c89ca07f6243d75fb3
https://guild.xyz/al3c-collectors
- This is Lenny
- What an experience to meet all the builders at Stanford and San Francisco last week!
- Last meet of #ETHDenver's trip! With the @stani.lens HIMSELF
One of the greatest experiences of my entreprenurial life concluding, now we have a lot to buidl!!!
Team flying back to Chile now, see you on the other side!! 🌊
- I love the way @0xjim.lens says, **you-es-dee-see** 💵
- The crypto-friendly Signature Bank was a key partner for many crypto firms, some which have been voluntarily disclosing their exposure to the recently closed firm.
[Coinbase, Celsius and Paxos disclose funds in Signature Bank](https://cointelegraph.com/news/coinbase-celsius-and-paxos-disclose-funds-in-signature-bank)
The crypto-friendly Signature Bank was a key partner for many crypto firms, some which have been voluntarily disclosing their exposure to the recently closed firm.
- A cool feature could be the ability to pin other users content on your pinned posts on your profile. Maybe cool feature to support for @wav3s.lens
- The era of web2 is the era of accounts and passwords, and the era of web3 is the era of wallets.
- Because web3 social login is naturally connected to the wallet, it has the attributes of self-hosting and user ownership, which is not available in the web2 era.
- Web3 social login is a very important part of web3 social's power, and it is also a part that has not been paid attention to yet.
- web2时代是账号和密码时代，web3是钱包时代。
- web3 social login是web3 social发挥威力很重要的一个环节，也是现在还没有被重视的环节。web3 social login因为天然和钱包连接在一起，所以具备自托管和用户拥有的属性，这在web2时代是没有的。
- The time we spend in school is only a small part of the study time in our lives. If we can live to be 100 years old, then the study time in school will only account for about 20%.
- Keep learning because the environment and the world are constantly changing, we need to keep up with the logic of the world's development, only continuous learning will do.
- Those who keep learning, will keep rising in life.
保持不断学习是因为环境和世界在不断变化中，我们需要跟上世界的发展逻辑，只有不断学习才行。我们在学校里面的时间只是人生中学习时间的一小段而已，假如我们可以活到100岁，那么在学校里面的学习时间只占20%左右。
- The big money is not in the buying and the selling, but in the waiting. Waiting includes the meaning of waiting for buying and waiting after buying. We only need to make one judgment while waiting, and we need to make a lot of judgments for continuous trading. In terms of probability, a large number of judgments can achieve a 50% winning rate at most. If only one judgment is required, the winning rate may reach 100%.
- The big money is not in the buying and the selling, but in the waiting。waiting包含了等待买入和买入后等待的意思，等待我们只需要做一次判断就行，不断买卖我们需要做大量判断，从概率上来说，大量判断最多可以做到50%胜率。如果只需要一次判断，胜率有机会达到100%。
- The big money is not in the buying and the selling, but in the waiting
- Someone on Twitter asked if the lens profile would have the same utility as ENS for payment and address association in the future, and stani replied that you can add any naming system in the future. I think this is the reason why the lens profile will be far more practical than ENS. At the same time, it has social attributes and can become the most commonly used web3 domain name. I am looking forward to this prospect. LENS can realize the functions of ENS, but it is difficult for ENS to realize the functions of LENS in reverse.