人生何处不青山

[yui540 @yui540]

色んな現在位置のCSSアニメーション

[Ali Grids @AliGrids]

This is why native menus feel so much better.

Prediction cone / safe triangle — the invisible area that stops submenus from closing when you move diagonally.
props @sorenblank

[Geek @geekbb]

一份中文零基础量化金融教程，采用 Jupyter Notebook 形式，每章约 30 分钟可跑通。第一期包含量化认知、收益率分析、双均线策略和策略回测 4 章，使用 yfinance 获取真实行情数据。

https://t.co/noIst4NtsZ

[Mustafa @oprydai]

learning fast is not talent.

it is method.

most people learn randomly:
• watch videos
• take notes
• feel productive
• forget everything

the science of rapid skill acquisition by peter hollins is about turning learning into a system.

real skill acquisition needs:

deliberate practice
feedback loops
chunking
spaced repetition
active recall
mental models
environment design

you don’t master skills by consuming more information.
you master them by repeatedly forcing your brain to retrieve, apply, correct, and compress.

input is cheap.
feedback is where learning becomes real.

the fastest learners are not the ones who study the most.
they are the ones who close the loop fastest.

[robert. @robrtcode]

Un nerd de 33 años acaba de convertir $1.000 en $946.207 operando Bitcoin, con un truco que robó de los pronósticos de huracanes.

Sin título en finanzas. Sin mesa de trading. Solo un truco que todo meteorólogo aplica y todo trader olvida.

Wallet pública:
https://t.co/J65WvxHpdC

El truco: los meteorólogos nunca pronostican el mañana con un solo modelo. Corren 31 y cuentan los votos. Él apuntó exactamente ese mismo truco hacia Bitcoin.

Un agente de Claude lee cada mercado de BTC de 5 minutos y lo mete en MiroFish, una simulación que corre 31 rutas de modelo y solo dispara cuando 28 de ellas coinciden. Por debajo de 26 votos, mata la operación.

La velocidad de cobertura del sistema de agentes es muchísimo mayor que la de cualquier equipo de trading de élite.

Recopilan datos 24/7 y corren simulaciones con esos datos en el motor de MiroFish, de forma completamente autónoma.

Cada operación es un ciclo perfecto. Cada dólar ganado es pura explotación de la ineficiencia del mercado.

Esa es toda la ventaja. No una predicción. Un quórum.

Dimensiona con Kelly y aprieta un botón. La mayoría de las señales nunca pasan la votación, así que la mayoría de los días se queda quieto.

Pasó años aprendiendo que la certeza es una estafa y el consenso es la ventaja.

[CyrilXBT @cyrilXBT]

MIT JUST LEAKED THE EXACT DOCUMENT WALL STREET QUANT FIRMS USE TO HIRE PEOPLE.

It is called the MIT Quant Bible.

And it covers everything the $500,000 a year quants actually know that you do not.

Here is what is inside:

Probability fundamentals. Conditional probability, Bayes theorem, expected value, variance, joint distributions. The mathematical foundation every trading decision at Jane Street and Citadel is built on.

Stats fundamentals. The Law of Large Numbers. Central Limit Theorem. Confidence intervals. The tools quants use to know when a signal is real and when it is noise.

Quant research and data science. Least squares, regressions, dimensionality reduction. Real case studies from Two Sigma, QuantCo, and CitiBikes.

Quant trading and market making. What market making actually is and how the theory translates into real trading decisions.

And then the part that makes this document worth more than most finance degrees.

A question bank with real interview questions from Jane Street, Virtu Financial, Optiver, Akuna Capital, Citadel, Hudson River Trading, Two Sigma, Five Rings, and SIG.

Not prep questions.

The actual questions these firms ask.

With answers.

The firms charging $50,000 a year for access to this type of preparation are not going to be happy this exists.

Bookmark this before it disappears.

Follow
@cyrilXBT
for every elite resource that gives you access to what the top 1% actually know

[Quant Science @quantscience_]

This paper unlocks every algorithm used by hedge funds.

151 trading strategies.

Get it here (361 page PDF):

[NoLimit @NoLimitGains]

每一个西方投资者都在抢美股科技股。

与此同时，中国正在悄悄建立一条平行的 AI 供应链。其核心有 3 只股票。

3 只几乎没人讨论的中国股票：

[Serenity @aleabitoreddit]

专门写给我的中文读者：

绿的谐波（LeaderDrive，688017，577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。

他们的业务涵盖：

谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户）

人形机器人旋转关节减速器

直线执行器

电机/关节，以及许多其他核心零部件。

并且他们正在进军行星滚柱丝杠（planetary roller screws）领域。

目前占据着绝对的主导地位：超过60%的国内市场份额以及1800多家全球客户。

主要客户包括优傲机器人（Universal Robots）、优必选（UBTech）、智元机器人（Agibot），而特斯拉（Tesla）、Figure 以及绝大多数其他人形机器人研发商都很可能是他们的潜在客户。

如果你看一下这些零部件的 BOM（物料清单），粗略估计它们占到了每台研发出的人形机器人的 4-15%，随着他们进军更多细分领域，这个比例可能还会更高。

我认为没有人能对这类公司进行精确的财务建模，其前景更多取决于未来几年内会有多少人形机器人实现量产。

这其实是对一家能够在每台生产出的人形机器人中占据可观份额的公司，进行的一种方向性做多（directional long）。

在可扩展的规模化量产方面，中国显然是该领域的领导者，许多西方玩家无法将成本降到绿的谐波那样的水平。

随着我们向实体人工智能（physical AI）的规模化迈进，我极其看好机器人这个赛道。

[Carl Zha @CarlZha]

Deng Xiaoping speech to People's Liberation Army after the Tiananmen protest.

He seemed to addressing the Tank Man footage.

I translated from Sichuanese and added English subtitle

[Carl Zha @CarlZha]

Deng Xiaoping did nothing wrong

[🥑 @yujitach]

MIT の知人の Daniel Harlow の場の量子論の講義ノートだそうです。part 1,2,3 とあり、それぞれ150頁ぐらいあります:

Part 1: https://t.co/y4Kwfd0W46
Part 2: https://t.co/avngZND6a0
Part 3: https://t.co/i7jNKkwpci

[Li Mengbai @lvjin1993]

这盛世如你所愿，全都已实现！

[Giokielicious @jokieliu]

Translation of the Chinese comment:

Revolution begins with yourself. An egg broken from the outside is food; broken from the inside, it's new life.

[FFEE知识分享 @FFEE_2025]

无需编程，一键将任意网站或媒体转换为独立 Android 应用！
https://t.co/2ExD25r8he

[向阳乔木 @vista8]

网址 https://t.co/Rz2r0XUPSG

[宝玉 @dotey]

https://t.co/KZQtrVTIHq

[TraderS | 缺德道人 @Trader_S18]

看一遍笑一遍，还是牢美会整活

[人生何处不青山 @TimeBig3587]

@Predictir Predictir