IZAYA

Game Lover & Designer

[vivienna.btc @viviennaBTC]

终于把磨了好久的四大宏观(美债、美元、黄金、通胀)看板上线啦！
最近彻底沉迷 AI Coding，每天用 Claude 写代码写到半夜，一版一版迭代调试，总算把这套自己梦寐以求的实时看板做出来了～

为什么要做这些？

宏观因子建模本质上是把高维、噪声大、强相关的时间序列数据，转化为低维、可解释、可预测的信号，用于资产配置、择时和风险管理。

我把常见的宏观因子分成几大类：

• 利率/货币政策类：真实利率、期限利差、forward curve、政策预期路径

• 通胀类：核心通胀、预期通胀（breakeven）、薪资-通胀螺旋、财政驱动

• 增长/风险偏好类：增长 surprise、信用利差、VIX、美元carry

• 商品/避险类：黄金真实收益率敏感度、地缘风险溢价

• 流动性/供给类：美债净供给、央行资产负债表、美元流动性指数

我选择了黄金、美元、美债、通胀因子这四个类别。

对资产管理最实际的帮助：

• 快速抓住宏观拐点
• 看清多因子驱动逻辑
• 辅助大类资产配置和风险对冲
• 自己改权重、自己看结果，超级爽

四大看板亮点：

美债看板
实时收益率曲线 + 智能因子计分卡（-2到+2自动打分，帮你判断久期和曲线立场）+ 政策路径 + 供给资金流

https://t.co/bfvzxm3BNk

美元看板
DXY多因子估值模型（利率差+风险溢价+便利收益+波动预警）+ 综合评分 + 持仓分析，一眼看美元强弱

https://t.co/DHdOCDhh0T

黄金看板
多因子信号强度 + SHAP归因瀑布图 + 体制切换预测，搞懂黄金到底在涨啥

https://t.co/4wtOe2V5Je

通胀因子看板
五维通胀压力评分 + 四资产信号塔 + 体制诊断，提前闻到通胀味儿

https://t.co/e3oAYbyADv

重要提醒：这些看板仅供教育和研究使用，绝不构成任何投资建议。市场有风险，决策还得靠自己！

全部免费、数据实时更新，还支持自定义因子权重。感兴趣的同学可以一起开放交流量化建模方法与实际落地流程。
欢迎大家来玩、来反馈、来一起交流～ 我继续用 Claude 肝新模块！

#宏观交易 #黄金 #美债 #美元 #通胀 #AI_Coding #Claude （vivienna.btc × Claude 沉迷副产物）

[Geek @geekbb]

好玩，单文件 HTML 体素场景搭建工具（约 1600 行原生 JS），Three.js 驱动的体素地形编辑器。点击网格放置草地、路径、水体、房屋等 17 种元素邻接元素自动拼接，支持透视/正交相机切换。打开即用，零依赖。

https://t.co/V3D2loyTlg

[Amit Patel @redblobgames]

New blog post: Using flow field pathfinding on a voronoi procedurally generated map to simulate 20,000 traders moving around

https://t.co/g817j20JRn

[Compass / コンパス @compass_bp]

走ってる時の左手は編集で足しました。
#8番出口
#vfx

[William Holmberg @WilliamHolmbe19]

ThreeJS/Mapbox project is moving forward thanks to all great feedback!

- New Car
- New Driving mechanism
- Multiplayer
- Chat
- Teleport to player

Post went viral and more than 2300 new players! still ZERO costs thanks to Vercel and Mapbox free tiers 😃

[Aurelien @Aurelien_Gz]

omg.. this is crazy

these interactions aren’t just concepts.. they’re from a real product

[スケ @pcsuke]

創作漢字ができるエディタを作りました
https://t.co/YK52IJVdDo

[Pavel Valakh | Lands of Koastalia 🐏 @ValakhP]

I'm still working on UI. It's almost done, already started tweaking and iterating it. I'm surprised how basic UI makes the game look so much better and finished (although it's not even close to be finished 😅) #screenshotsaturday

[Brody Smith @__brodysmith]

I haven't shared much of this project from June, which is a shame cos I think it's some of my best work.

[Anatoly Zenkov @anatolyzenkov]

So I made a $100 bill that resizes with your screen. Think adaptive design meets digital currency meets inflation—all in one package. https://t.co/tFiq15AEys

[sou @souworks4]

SDFマップ入れてみました

[Luma 🐱 @lumaa_uwu]

With 2024 coming to a close, I'd like to show footage of some of the systems I worked on throughout this year.

For transparency reasons:
We are using our own mod for visualization & object editing on our build server, but everything else is fully vanilla.

(1/10)

[ikeryou @ikeryou]

Sketch.501 / https://t.co/jQ2ixs9hMk / マウスが近づくとrubyタグで表示したルビが大きくなって漢字の読み仮名が分かる / #creativecoding

[𝙗𝙡𝙖𝙣𝙠 @blankspac_e]

Hokusai by Alain Bousquet

[Krystof 🕹️ Fogpiercer @lentsius_bark]

YES! IT FINALLY WORKS! One thing we struggled with in #fogpiercer has been dynamic generation of the world which also visually reflects the grid, but here we go!

Also an opportunity to make the world a little more "varied" contrary to how it worked before (looping geo)

[Beans @keenanwoodall]

My game is now running entirely from a single MonoBehaviour. There's just one Start and Update function for the whole thing.

I REALLY like having the entire update loop laid out like this because

[nox ✦ @noxlotl]

Cos i got asked , heres a tiny guide on how I did the wooden stairs : D #TinyGlade

[歸藏(guizang.ai) @op7418]

整了个稍微大点的活

将现实照片转成黑神话悟空风格的视频

本来不抱希望的，没想到效果还很好

Image：FLUX、黑神话场景 Lora、Depth Controlnet
Video：可灵、Luma、Runway

[川沐｜Trumoo🐮 @xiaomustock]

香港中文大学最近研发的自重构机器人，如果这个机器人的模块缩小个1000倍，说不定跟终结者里的机器人一样，可以液化可以变形。
这款机器人获得了iros机器人设计奖，国内唯一。

[Morten Just @mortenjust]

Weird how most videos are 90% heavier than they have to be. I made a tool for that: