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- 当我们的日常生活物质需求已经得到满足以后，我们就应该花更多时间去探求内心的平静。因为人生有限，满足物质需求是人存在的基础需求，当这个需求得到满足，要想度过一个深具价值的人生，我们需要找到内心的平静。这种平静不是躺平带来的，而是不断追求精神满足所带来的，不断追求智慧所带来的。
- 看到了下面这幅1860年纽约的图片，让人感慨万千，更加仍然感概的是深圳1978年的小渔村照片，和今天的现代化大都市的比较。40年时间，我们见证了深圳这座城市翻天覆地的变化。这给了我很多的启示。
从投资的角度看，我们需要找到1978年的深圳，当然，即便找到2000年的深圳，我们也仍然拥有很大的胜率，并且在那个时候看得更加清晰。
我发现很多事物的发展都是存在红利期这个阶段的，当我们领先于市场率先发现了某一项资产拥有长期价值，我们就有了享受市场红利的机会。对于我们年轻人而言，应该去关注这种增量的机会，而不是在存量的领域里面进行竞争。
我们应该投资于存在稀缺性的资产，纽约曼哈顿的房地产级别的资产，将会在很长的时间周期中捕获区域发展的价值。稀缺性资产的价值不光光是资产本身的价值，更多的是对周边生态价值的捕获能力。真正稀缺性的资产可以实现保值增值的功能，而没有稀缺性的资产则会变成平淡无奇的投资。
- The recent focus is on focusing on lens and participating in eigenlayer research. Now you can participate in the testnet of eigenlayer, but the problem is that goerlieth is too difficult to obtain. I don't know if there is a better way.
- 最近的重点就是关注lens和研究参与eigenlayer，现在可以参与eigenlayer的测试网，但是问题是goerlieth太难获取了。不知道有没有比较好的方法。
- 幸福其实可以很简单，也许简单就是幸福的必要条件之一。和老婆周末吃一顿牛扒，娘享受一下二人世界，就可以很幸福。
- 我们那个孩子都是独一无二的，当我们和别人比较自己的孩子的时候，其实某种程度上就是否认孩子的独特性。
- 今天sushiswap 的授权风险让人再次感觉到非常大的不安全感，经常使用的钱包不要放很多钱在里面。
- eigenlayer 测试网上线，我还没有搞一下，感觉应该加紧时间参加一下。
- lens是否需要有自己的rollup，这是需要认真权衡考虑的问题，问题在于rollup是否能解决TPS和费用的问题，很显然今天的rollup的交易成本还不够低。即便有自己的rollup，也还是会有很高的交易成本。
- After 24 hour marathon brainstorming session, we came up with a solution for content discovery and bot detection for Lens with @pealco.lens stay tuned for the shipping
- 💥 🚨 💥 🚨 💥 🚨 💥 🚨 💥
Buttrfly Android Beta is here!!!!!!
This is an early beta, so we need users to help test the app on as many devices as possible.
If you see any issues, please send a screenshot with what android version and device you use.
Download:
https://play.google.com/apps/testing/com.buttrfly.buttrflyapp
- 越来越多的创作者使用lens，这是一个很好的现象。观察lens是否有发展前景，看创作者来不来是一个很好的指标。
[SAMMY🥀 on Twitter](https://twitter.com/SammyArriaga/status/1641470994652045313)
“I JOINED THE GARDEN!!! ADD ME ON @LensProtocol 🌱✨”
- Should Lens be on its own network or rollup?
- Just a regular day on Polygon 🌿
- 最好的投资是40刀的梯子年费，没有之一。
- lens现在发内容怎么这么卡顿，发的内容一直在indexing，没有上链，在etherscan上面也看不到进度。
- Just discovered that ChatGPT also generates scripts in the style of popular TV shows! 📺✍️ Imagine the creative possibilities for content creators, businesses, or just for fun! Can't wait to see how this tech evolves. What show's script would you want to see?
- lens现在发内容怎么这么卡顿，发的内容一直在indexing，没有上链，在etherscan上面也看不到进度。
- Whats the most interesting innovation since the disco ball?
- 怎样才能够获得正确的认知？认知是自己价值观和德行的映射和投影，也就是我们怎样评估价值的问题。拥有正确的方法论能够增加获得正确认知的概率，而什么是正确的方法论？则涉及到我们的思维方式和三观的问题。
- 进一步思考，投资是认知的变现，这是一句正确的废话。更好的问题在于：怎样才能够获得更好和正确的认知。这才是我们应该问的问题。而为了获得正确的认知，提高自己的认知水平。一个人的勤奋固然是必不可少的，但是其思考能力、德行和三观，最终决定了他会拥有怎样的认知。
- 对于投资而言，虽然说投资是认知的变现，但是这个说法其实仔细想想是有点问题的。感觉上认知到位了就一定会赚钱，其实从长期来说，认知当然是非常重要的，而投资者个人的德行、世界观、价值观都要足够正派，才能够实现真正意义上的财富增值。所以说，投资不仅仅是认知的事情，还是三观的修炼。
- 耐心对于投资来说是必备的心理素质，没有耐心就很容易陷入频繁交易的坑里面去。走了很多弯路，最后会发现其实是自己耐心不足。
- 腾讯分配的美团股票明天应该会到账，看看最近的股价都跌成啥样了。
- eigenlayer正在大幅招人，这是要大干一场
- 腾讯毫无疑问将会迎来更大的增长率
- 一个电话会议之后，腾讯变成了AI概念股
- 杀不死我的，终将让我更加强大
————crypto
- 鲍威尔表示，今年不会降息
- ABC 采访 Sam Altman，关于 GPT4
- 人们需要时间来让自己适应这个新技术
- 正确看待LLM的方式是推理引擎，而不是事实数据库
- 谁来负责AI的安全，应该是整个社会，而不只是政府
- 它是Google killer吗？不是，它们从根本上完全不同
- 需要让政府意识到AI安全这件事的重要性
https://www.youtube.com/watch?app=desktop&v=540vzMlf-54
- 就投资而言，layer2也许并不是非常好的投资标的，最好的项目还是应用层里面能够创造生态的项目，或者是中间件里面能够具备较高进入门槛的项目，这两类项目都具有很好的防御性。前者相当于自己建立了独立的生态，竞争壁垒高；后者相当于继承了很多项目，提供基础服务。
- 在layer2发展早期就去做出最终的赢家选择是很困难的，是否发行token，token的机制设定，生态的发展路线，各种各样的影响因素很多。现在arbitrum和optimism的发展都很快，未来谁能够胜出现在还不好说。
- 以太坊是区块链领域抽象出来的安全层，而lens则是web3 social领域抽象出来的社交关系层。把整个领域中的共性需求和刚需抽象出来，成为整个领域发展的基础设施，都将拥有强大的网络效应。
- coinbase宣布通过op stack推出L2 base，这个事件的含义是alt-L1的时代可能终结了。未来的价值捕获都会集中在以太坊上面。不知道EigenLayer会不会改变这个进程。
- yeah super challenging in democracy, when its in small scale, democracy isn't accepted but in larger scale it is
- Are there pitfalls to democracy?
#bytes
Erik Voorhees has a spicy take
- First post on Lens! Looking forward to the possibilities.
- How do you use social media to connect with your fans and develop your fan base? Do you use TikTok to share Content? How do you recommmed other music artists leverage social to succeed as an artist?
- hello lens 💜
i’m so thrilled to be here.
i've been involved in this ecosystem since 2017 and despite the ups and downs i'm still so excited and enthusiastic about how this technology can empower artists to break away from the music industrial complex. more importantly, allow creators to connect with audiences in a more meaningful way. it's the best time ever to be an independent artist.
although my main gig has always been music, i've always been a visually oriented person. in fact, in 2002 i almost went to design school instead of music. i often wonder how things would have turned out. i've been lucky enough to work with amazing visual artists over the years to craft album artwork and a cohesive vision, but lately i've been dabbling with creating my own.
which brings me to this image, an abstract architectural space, somewhat liminal but i find it weirdly comforting. it's a free collectible for following me on this journey.
i'll be posting music, art, video and combinations of all three.
a million thanks to the lens team for helping me get the coveted 3 letter handle.
✨
- It hasn’t even been a week yet but wanna say thank you to everyone who’s been showing love to my record ALLEGEDLY! Multiple Spotify & Apple Music editorial playlists, being top 5 on Tidal’s Alt Hip Hop & the cover of Music Monday’s on @unitedmasters!
Might have to mint soon
- With less than a week left of BHM, I'm disappointed in how quiet Web3 has been in highlighting black artists, amplifying black stories or even creating opportunities for black artists to shine.
Not surprised, just disappointed fr.
- In the past 12 months, Meituan has lost 32.8 billion yuan in new businesses, and has invested heavily. It can be said that it is the most aggressive in the cultivation of new businesses. In the early years, Wang Xing once expressed that Tencent chose to make profits too early, otherwise its size would not be what it is today. Obviously, Wang Xing has seen the example of Amazon, pushing back the overall profit time point and further expanding the scale of the enterprise. This is the core philosophy of Wang Xing in running the enterprise.
- 过去12个月，美团在新业务方面亏损了328亿元，投入巨大，可以说在新业务培养方面是最激进的。早年王兴就曾经表达过，腾讯选择盈利的时间点太早了，不然的话它的体量就不是今天的样子。王兴很显然看到了亚马逊的例子，把整体盈利时间点往后推，把企业规模进一步做大，这是王兴经营企业的核心理念。
- 需要记住的是，每天不能仅仅依赖于信息找人这种方式，因为有太多的垃圾信息，要逐步降低信息的来源渠道，重点关注高质量的渠道。
- What needs to be remembered is that you can't just rely on information to find people every day, because there are too many spam information, you must gradually reduce the source channels of information, and focus on high-quality channels.
- 是应该人找信息，还是信息找人？我想两方面都需要，人找信息意味着你知道自己想要什么信息，需要的更多是深度信息。而信息找人则扮演信息探测器的功能，拓宽了信息来源的广度。信息的深度和广度都是需要的。
- In Q3 of 2022, the core local commercial operating profit will increase by 125%. One of the important reasons is that the company has controlled marketing expenses, but Meituan still achieved high-quality growth. Based on a quarterly annualized calculation, Meituan's core local business can theoretically create an operating profit of 36 billion yuan in the next year.
- 2022年Q3的核心本地商业经营利润大幅增长125%，其中一个重要原因是公司控制了营销费用的支出，但美团仍然实现了高质量的增长。按照单季度年化计算，美团核心本地商业理论上在未来一年可以创造达到360亿元的经营利润。
- In the third quarter of 2022, although core local business revenue only increased by 25% year-on-year, operating profit increased by 125%, showing extremely high operating leverage. The core local commercial operating profit in a single quarter reached 9.32 billion yuan. According to the usual data, the third quarter is not the traditional peak season, and the second quarter is the most profitable quarter.
- 2022年第三季度，核心本地商业收入虽然同比只增长了25%，但是经营利润却增长了125%，显示出极高的经营杠杆。单季的核心本地商业经营利润就达到了93.2亿元，而根据往常数据，三季度并不是传统旺季，二季度才是营利性最好的季度。