자유로운경제회담

거시경제라는 큰 흐름 속에서 유망한 기업의 가치를 찾는 여정을 기록합니다. 전문가의 시선은 아니지만, 상식의 눈으로 시장을 읽고 기록하며 함께 성장하고 싶은 일개 시민입니다.

[자유로운경제회담 @JunoHa12]

https://t.co/pv65cIA5p6

[자유로운경제회담 @JunoHa12]

호재가 나와도 주가가 안 오르는 시장, 이유가 있음

"AI 버블이냐 아니냐"는 영원한 말싸움 같지만
사실 답이 공개되는 날짜가 정해져 있음
첫 판정일은 7월 27일
벤치마크 점수 대신 봐야 할 4가지를 정리했음

[자유로운경제회담 @JunoHa12]

https://t.co/sWbL568iYA

[자유로운경제회담 @JunoHa12]

https://t.co/sWbL568iYA

[자유로운경제회담 @JunoHa12]

테슬라 옵티머스, 지금 몇 부 능선일까요?

공식 발표만 날짜순으로 추적해 봤습니다.
결과는 불편합니다

#테슬라 #옵티머스 #휴머노이드로봇

[자유로운경제회담 @JunoHa12]

https://t.co/oLgKJjtV4j

[자유로운경제회담 @JunoHa12]

https://t.co/oLgKJjtV4j

[자유로운경제회담 @JunoHa12]

https://t.co/oLgKJjtV4j

[자유로운경제회담 @JunoHa12]

@grok fact check

[The Bitcoin Historian @pete_rizzo_]

JUST IN: ODDS THE #BITCOIN CLARITY ACT WILL VOTE ON CLARITY BEFORE AUGUST RECESS JUST SURGED TO NEARLY 80% ON KALSHI

THE HIGHEST LEVEL SEEN IN MONTHS

WE ARE FINALLY AT THE FINISH LINE

CLEAR RULES FOR CRYPTO ARE COMING 🚀

[Teddy - PolyBackTest.com @Bitcoin_Teddy]

Elon Musk thinks the entire education system is built on a broken assumption.

That every student should learn the same thing. At the same speed. In the same order. At the same time.

Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly line. But people are not objects on an assembly line.”

The model was designed for a factory economy. Standardized inputs. Predictable outputs.

That economy is gone. The assembly line is gone.

But the education system still runs on its logic.

A student who masters algebra in two weeks sits through eight more weeks because the calendar says so. A student who struggles gets dragged forward because the schedule doesn’t wait.

Neither is being served. Both are being processed.

Musk: “Allow people to progress at the fastest pace that they can or are interested in, in each subject.”

AI doesn’t teach a classroom. It teaches a student.

One at a time. Every time.

It skips what a student already knows. It finds where they’re stuck and approaches it from a different angle.

It adjusts in real time. Not at the end of a semester when the damage is already done.

A student obsessed with basketball learns fractions through shooting percentages. A student who builds in Minecraft learns geometry through architecture.

The subject doesn’t change. The entry point does.

No teacher with thirty students can do this. Not because they lack skill.

Because the math doesn’t work.

AI doesn’t have that constraint.

Musk: “You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling.”

The brain isn’t broken. The format is.

Kids learn complex systems and strategic thinking for hours voluntarily. Then walk into a classroom and can’t focus for twenty minutes.

That’s not a discipline problem. That’s a design problem.

Musk: “A university education is often unnecessary. You probably learn the vast majority of what you’re going to learn there in the first two years. And most of it is from your classmates.”

Four years. Six figures of debt.

And the real value comes from the people sitting next to you. Not the institution charging you.

The degree doesn’t certify knowledge. It certifies endurance.

Musk: “If the goal is to start a company, I would say no point in finishing college.”

The system was built to train employees. If you’re not trying to be one, it has nothing left to offer you.

Every lecture. Every textbook. Every curriculum. Now available instantly. Personalized to any learner. Adapted to any pace.

The question isn’t whether the old model survives.

It’s how long we keep forcing students through it while the replacement already exists.

[자유로운경제회담 @JunoHa12]

제발
좋은 결과가 있기를

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

🇺🇸 US HOUSE WILL HOLD A HEARING ON THE CRYPTO CLARITY ACT TODAY AT 10:00 AM ET

IF APPROVED, THIS ACT COULD INJECT OVER $1 TRILLION INTO THE CRYPTO MARKET

PRESIDENT TRUMP MET WITH U.S. SENATORS YESTERDAY TO DISCUSS IT

PRAYING FOR APPROVAL NOW!!

[Shay Boloor @StockSavvyShay]

Chamath says $PLTR CEO Alex Karp “deserves a medal” for being “on the right side of history” and one of the few AI leaders willing to tell the truth.

Palantir builds for the real world by helping customers turn AI into measurable outcomes rather than hypothetical promises.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: TAIWAN CONGRESSMAN JUST SAID THERE IS A 100% CHANCE THAT THE COUNTRY WILL ESTABLISH A STRATEGIC #BITCOIN RESERVE

"UNLIKE GOLD, BTC IS DIGITALLY TRANSFERABLE AND VERIFIABLE"

"THE WORLD HAS CHANGED"

ONE OF THE RICHEST COUNTRIES IN ASIA ADOPTING BTC, ITS COMING 🔥

[언성재 @ETH_MAXER]

오늘 비트마인 10-Q 올라와서
점심에 대충 읽어봤는데

긍정적인건
주식수가 추정치 보다 적은 점
(6.03억주, 예상 6.07억주)

MAVAN 수익이 잡히기 시작했다는 점.
(근데 운영비가 좀 빡세긴 한듯;)

부정적인건
옵션으로 추가수익 내려다가
거의 1억달러 날려먹은듯 하거덩요.
ㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋ 하.. 참;

일단 저녁에 제대로 읽어보고
정리해서 올려보겠습니다.

아 그리고 이번 실적발표 보고나니 Atm은 mNAV 1.0이하에서 한적은 없는게 맞는거 같습니다.

$BMNR

[자유로운경제회담 @JunoHa12]

Full story : https://t.co/AxyXiAVJkW

[자유로운경제회담 @JunoHa12]

TSMC 분기 이익 +77%. 그런데 주가 -2%, 반도체 ETF -4%.
죄목은 실적이 아니라 지출이었습니다. CAPEX $60~64B 상향 — 시장은 이제 AI에게 "팔 수 있느냐"가 아니라 "감당할 수 있느냐"를 묻습니다.
넷플릭스 시간외 -8%까지, '완벽 아니면 처벌' 장세의 하루 👇
#미국증시 #TSMC #엔비디아

[자유로운경제회담 @JunoHa12]

https://t.co/6hnAMoWDTF

[자유로운경제회담 @JunoHa12]

https://t.co/6hnAMoWDTF

[자유로운경제회담 @JunoHa12]

ASML: 가이던스 상향 + 생산능력 30% 증설.
같은 날 마이크론 -8%, SK하이닉스 ADR -7%.
산업 최전선에서 "AI 수요 더 세졌다"는 신호가 나왔는데 왜 수혜주가 폭락했을까요.
뉴스는 수요를 말하고, 주가는 수급을 말하는 구간입니다 👇
#미국증시 #애플 #반도체

https://t.co/95d4u92ZnI

[자유로운경제회담 @JunoHa12]

https://t.co/MAvYaqGfuM

[자유로운경제회담 @JunoHa12]

https://t.co/MAvYaqGfuM

[Vivek Sen @Vivek4real_]

BREAKING: 🇺🇸 $14 TRILLION BLACKROCK CEO LARRY FINK JUST SAID LIVE ON CNBC THAT BITCOIN BOTTOM IS IN AND IT'S ABOUT TO GO PARABOLIC NOW

“BITCOIN’S LEVERAGE HAS WASHED OUT, AND STABILITY HAS IMPROVED”

“I AM VERY BULLISH” 🚀

[자유로운경제회담 @JunoHa12]

CPI 3.5%, 예상 대폭 하회. 인상 확률 35%→15%.
그런데 그 CPI를 만든 '싼 기름'은 이미 사라졌고, WTI는 오늘 $80을 돌파했습니다.
시장은 무죄를 받은 게 아니라 한 달의 유예를 받았습니다. 골드만 +9%와 IBM -22%가 갈린 이유까지 👇
#미국증시 #CPI #어닝시즌

[자유로운경제회담 @JunoHa12]

https://t.co/IQKe4OKUkZ

[자유로운경제회담 @JunoHa12]

https://t.co/IQKe4OKUkZ

[Evergreen @talkevergreen]

트럼프 "클래리티 법안 통과시켜야"

상원의원 린지 그레이엄을 기리기 위해, 큰 지지자로서, 미국 상원은 Clarity Act를 통과시켜야 합니다. 중국, 그리고 많은 다른 나라들은 이 주요 금융 “happening”에 대해 완전하고 총체적인 통제권을 가지기를 원합니다. 또한 A.I. 분야에서도, 우리는 지금 선도하고 있지만, 그들은 열심히 싸우고 있습니다. 어느 쪽 주제에서도 중국이 승리하게 하지 마세요!!! 대통령 DONALD J. TRUMP