Black

vibe trader onchain

[Black @0xcryptoblack]

@mdzzi 再来点泡泡玛特 对抗AI

[Black @0xcryptoblack]

living on the infinity growth loop

[Kyle @zeroxkyle]

Thought Dump -
I think I am extremely early to this trend:

1) All white collar workers will eventually turn into the stock market to make money.

2) Financial analysts will now find it more important than ever to train "Portfolio Management" skills like market sense, rather than "how many hours you put in, and how well you 'analyze the company'"

On Point 1:
Anthropic will just do the same for literally every white collar job they can think of. They did it for finance / consulting because it's the largest most obvious TAM that can be replaced; the lushest green field if you will

AI is good at coding because it's built by coders. Now they're hiring finance people to make it good at finance. Then they'll go after HR, Compliance - all ruthlessly decimated

Now where will all these people go? Historically there are 3 ways to make money:
1. Labor - Working a job
2. Capital - Making your money work for you
3. Rent - Used to be "owning land", now it's owning businesses, etc.

Now, if you remove 1. Let's just say a very low number, like 1% of the white collar world gets removed. White collar workers earn roughly $82 K/year on average, and there are around 70m professionals - 1% of that throwing their entire income would be $57 bn into markets. Right now the market receives $550 bn from retail (on average); so basically it's something like 10% of the world throwing their $$ in. Also accounting for savings, it's maybe like 20%.

Anyways this is all napkin math, you get the point. It's already happening, more and more people will basically start wanting to own stocks, to own assets, to do options 2 & 3

I don't know how it ends, but short term, flows to the market will be immense (and we're already seeing it right now)

2) Writing this because I'm an analyst - I can see my job just being replaced by AI. My value no longer comes from how well I do the analyst or how well I know the name. Why do I have to know the names like the back of the hand, when I can just ask AI - sure it takes like 10 seconds more, but in return we can store data across thousands of tickers

No, my value comes in my market sense, and basically "juju about the market". And so in a way investing / trading going to be more art than science. Here's an example:

Boss: "Why should I buy stock XYZ despite its numbers being so shit? Everyone is using AI and coming to the same conclusion"

Analyst: "Well, you can't argue with Mr Market ser. That's the thing - everyone is seeing the same numbers, coming to the same conclusion, yet stock is up 10% today. That in itself is a good reason to buy, when the force of the move denies all rational explanation we missed something. The thesis lies in more memetic areas than anything"

Boss: "You're f*cking stupid! Why did I hire such a retard analyst when AI can replace you"

Next Day
Boss: "Why is the stock up another 20% today??? I DON'T GET IT MARKET IS NOT RATIONAL"

Analyst: "Do you want to make money, or do you want to be rich?"

Anyways this was a tad bit overdramatic but again, you get the point. We're basically getting pre-fundamental style era trading again, and I'm all for it. Again, we're already seeing it happening in traditional markets right now - look at all the meme stocks, all the small caps pumping. It's a crazy world.

[Black @0xcryptoblack]

@0xcherry hh 标题吸睛 毕竟大多数人提到交易就想到量化

[Black @0xcryptoblack]

@mdzzi 大饼二饼+四川话=川麻

[Black @0xcryptoblack]

@0xcherry @0xAA_Science 是的，我的也还健在

[带带带比特 @daidaibtc]

最近在刷脂，规律了饮食和训练，今天练腿练的头晕想吐。但回来的路上又想到，健身其实算是通过坚持和努力就能很直接的拿到结果的事情了。

你说学习，可能再努力，也打不过天赋怪。工作，你再努力，也拼不过关系户。炒股炒币，再努力再坚持依旧可能亏的死去活来。

但健身确实往往只要坚持住，就能拿到很直接的结果（身材管理）。

同理发散的去想，水电工，泥瓦匠，管道维修等等这些看似不体面，但依赖自身经验（长期坚持实践）的工种，其实薪资不低，尤其是发达国家，且不用担心被AI取代。反而在AI加速的现代社会里，是大量的困在信息茧房里的体面人，活的很焦虑，很惶惶不可终日，因为这世界大部分工作的性质，就是谁来都可以，年轻便宜就好。

最近抖音刷到一个叫大宇的，从0开始单排跑到澳大利亚去送外卖了，真从头开始，英语也不流畅，抖音记录的还蛮详细的。真的越来越觉得，在Ai时代里，能仔细想清楚自己想干嘛，能干嘛，适合干嘛，远比使用Ai的技能重要多了。

[Black @0xcryptoblack]

@cryptosixman @nbblock 提了

[Black @0xcryptoblack]

@0xOar 最明显的一点，两个产品交互方式不一样，微信适合内置抖音不适合

[Black @0xcryptoblack]

@iBaiyun04 独享ip 买的哪家呀

[Paingelz @redarvian]

opc是新版的neet，因为openclaw人人无需工作 到 因为openclaw人人都可以拥有自己的公司

[Black @0xcryptoblack]

Manus 费尽心思逃离中国
美国龙虾实现生物入侵

世界远比你想象的要魔幻

[Black @0xcryptoblack]

this is helpful

[Chris Sev @chris__sev]

best use of /loop you'll see all month

[Black @0xcryptoblack]

@cryptoxiao 技术大拿

[Black @0xcryptoblack]

@otterpal24 体验情绪价值 pmf

[Anthropic @AnthropicAI]

A statement from Anthropic CEO Dario Amodei: https://t.co/WnSFrwI9nI

[Black @0xcryptoblack]

@0xCheche 做好了给俺玩玩

[Black @0xcryptoblack]

seems people start using claw🦞 as an LLM terminal/aggregator when claude is down

[Black @0xcryptoblack]

codex cli feels more responsive and communicative as an agent brain compared to claude cli