蓋棉被純聊天

土木技師 | 交易者 | 加密貨幣 | 美股選擇權
專業的投機份子
分享交易者的心得

👇若想支持我可以使用下列網址的推薦碼

[蓋棉被純聊天 @bboy1690]

@1weiho 你的影片好有質感，也是用claude做的嗎

[宝玉 @dotey]

Claude Code 新增了一个叫 ultraplan 的功能：你在终端里发起一个规划任务，Claude 会在云端帮你起草实现方案，你在浏览器里审阅、批注、修改，满意之后选择在云端执行或者拉回本地终端执行。

这个功能解决的是一个很实际的痛点：在终端里审阅一份复杂的实施计划，体验很差。你只能上下滚动，没法针对某一段提意见。ultraplan 把"规划"这件事搬到了浏览器里，你可以像审阅文档一样，对具体段落加批注、打表情、在大纲里跳转，然后让 Claude 根据你的反馈修改方案，反复迭代到满意为止。

用法很简单，在 Claude Code 终端里输入 /ultraplan 加上你的需求描述就行，比如"/ultraplan 把认证服务从 session 迁移到 JWT"。云端会开始分析你的代码库、起草方案，这期间终端不占用，你可以继续干别的活。方案写好后，你在浏览器里审阅，最后二选一：让云端直接执行并开 PR，或者把方案传回终端在本地执行。

Anthropic 工程师 Thariq 说，这个功能的核心思路是：实现代码有时候需要本地环境，但规划本身只需要读代码和理解意图，完全可以放在云端做。ultraplan 消耗的 token 量和本地 plan 模式差不多，不会额外多花钱。

这个功能今天开始对所有开启了 Claude Code 网页版的用户开放预览，需要 Claude Code v2.1.91 或更新版本。

[Boris Cherny @bcherny]

New in Claude Code: Code Review. A team of agents runs a deep review on every PR.

We built it for ourselves first. Code output per Anthropic engineer is up 200% this year and reviews were the bottleneck

Personally, I’ve been using it for a few weeks and have found it catches many real bugs that I would not have noticed otherwise

[Trader-TING @Trader_TING]

The main players in BTC won't let up until they shake things up a bit. Currently, it's still in consolidation.
In Poor Charlie's Almanack, it's said: "A mental model is a toolbox that your brain uses to make decisions. The more tools you have in your toolbox, the more likely you are to make the right decision."
Our performance won't exceed our vision, and our vision won't exceed what we see and hear. Therefore, what we see and hear can change our lives. I believe that deciding on "good" tools is much more efficient than using old methods. It's like using air conditioning versus a fan when it's hot; no matter how hard you try, fanning won't lower the temperature.
If someone has never used air conditioning, they might not even know it's an option.
Returning to options and the cryptocurrency market, Bitcoin options are an excellent training ground. A few days ago, I bought an NVDA call, and one contract cost around $1,500. If this was a practice trade with a 1% stop loss, we would need at least $150,000 to even practice. This is too high a barrier to entry for most people, so we often see people going all-in. The result is that if the price doesn't exceed the strike price at expiration, all their capital goes to zero.
But in the cryptocurrency market, you can participate regardless of how much money you have. What you need to do is "develop good habits" while trading, and not just go all-in. Use the leverage that options provide wisely to achieve good performance. Once you've practiced with real money to a certain extent, you can move to markets with higher barriers to entry.
If you want to try crypto options, feel free to use my referral links:
Two of the top three global exchanges:
OKX:
https://t.co/m43M29FLMy
Bybit:
https://t.co/2hLXRvmsAy
#NotInvestmentAdvice #JustAPersonalRecord

Feel free to subscribe to my free daily log of Bitcoin market analysis, where I focus on documenting my thoughts and experiences trading Bitcoin and options.
Subscribe to the journal so you don't miss out on future information: https://t.co/gasYgYzTFz

不搞你一下BTC的主力是不會罷休的，目前仍在盤整中。

窮查理的普遍常識中提到：「心智模式就是大腦做決定時所使用的工具箱；工具箱裡有的工具愈多，你就更有可能做出正確的決定。」

我們的績效不會大於我們的眼界，我們的眼界不會大於我們的所見所聞，所以所見所聞改變一生，我認為決定「好」工具比起使用舊方法來說有效率的多，就好像天氣熱了我使用冷氣跟扇子一般，用扇子再怎麼努力都沒辦法使得氣溫降低。

如果沒有使用過冷氣的人或許根本不知道原來有冷氣這個選項。

回到選擇權回到加密貨幣市場，比特幣選擇權是一個很不錯的練兵場，我前幾天下了一個NVDA的Call，一個單位就是1,500美金左右，如果這是一單1%停損的練習單，那我們至少要準備150,000美金才有辦法練習，這個對一般人來說門檻實在是太高了，所以很常看到許多人直接All in，這樣造成的結果就是到期沒有超過履約價所有資金直接歸零。

而在加密貨幣市場，你不管多少錢，都可以參與，你要做的事情就是操作的時候「養成好習慣」不要隨便All in，聰明運用選擇權帶來的槓桿讓自己的績效呈現好的結果，等實盤資金練習到一定的程度再投入到門檻比較高的市場。

如果你想嘗試加密貨幣選擇權歡迎使用我的註冊連結：
全球第二、三大交易所：
OKX:
https://t.co/m43M29FLMy
Bybit:
https://t.co/2hLXRvmsAy

#非投資建議 #僅為個人紀錄
歡迎訂閱免費的比特幣盤勢的每日紀錄，專注於紀錄每日操作比特幣以及選擇權操作的心得

訂閱日記避免未來錯失資訊：https://t.co/gasYgYzTFz

[蓋棉被純聊天 @bboy1690]

@CryptoDevinL 很期待可以進入社群！

[CryptoD | 1000X GEM @CryptoDevinL]

跟各位分享我的喜悅
三連此篇
抽 5 張社區 NFT
24小時候抽

[Theclues @follow_clues]

域名我就不弄了，代码稍后公开到推特

http://45.152.67.104:8501/

我只会想说：大家看到的所谓 Ai agent，就是程序员花几分钟搓出来的玩具

[Trader-TING @Trader_TING]

【Has BTC Peaked? The MVRV Indicator Reveals the Answer!】
The MVRV-Z indicator is a tool used to assess Bitcoin's market sentiment and price levels. It combines two key metrics:

Market Value: This is Bitcoin's market capitalization, which is the total value of all circulating Bitcoins at the current price.
Realized Value: This metric is unique in that it references the price of each Bitcoin when it was last moved, not the current price. Think of it as the average cost basis of all Bitcoin holders.

The MVRV-Z indicator is calculated with the following formula:

MVRV-Z Score = (Market Value - Realized Value) / Standard Deviation of Market Value

This formula shows:

Numerator (Market Value - Realized Value): This represents the difference between the market value and realized value. The larger the difference, the more the market sentiment deviates from a "normal" state, indicating potential over-optimism or pessimism.
Denominator (Standard Deviation of Market Value): This standardizes the data, converting the difference into a Z-Score, which allows for comparison with historical data.

Interpreting the Z-Score:

The higher the Z-Score, the more the Bitcoin price may deviate from its "fair value," suggesting a higher risk of a pullback. Conversely, a lower Z-Score suggests the Bitcoin price may be undervalued, indicating potential for upward movement.

You can think of the Z-Score as an "emotion thermometer":

Z-Score above 5 (overheated): The market is overheated, and prices may be in a bubble.
Z-Score between 0 and 5 (moderate): Market sentiment is relatively stable.
Z-Score below 0 (cooled down): The market is depressed, and prices may be undervalued.

Historical data shows that when the Z-Score is excessively high, Bitcoin prices tend to pull back; when the Z-Score is excessively low, Bitcoin prices tend to rebound.

Markets often swing from one extreme to another. Looking at the current chart, this cycle hasn't reached an extreme yet. So, is BTC currently at a high point? Personally, I don't think so.

Historically, the Bitcoin market has experienced significant volatility, with prices swinging between highs and lows. The current Z-Score hasn't reached the heights seen at previous bull market peaks, such as in 2013, 2017, and 2021, where the Z-Score exceeded 7. Currently, the Z-Score is around 4. This could imply that market sentiment hasn't reached extreme euphoria, and there might be room for Bitcoin's price to increase further.

Of course, this is just a single analysis based on the MVRV-Z indicator. The market is constantly changing, and we need to consider other indicators, macroeconomic conditions, and regulations for a more comprehensive assessment of Bitcoin's future trends.

The MVRV-Z indicator can help us better understand market dynamics, but it's just one reference tool among many. Investment decisions should also consider other factors.

The above is just a personal opinion and not investment advice. Please evaluate carefully and DYOR (Do Your Own Research).

[Trader-TING @Trader_TING]

🔥 Newbie traders, this one's for you! Master Bollinger Bands to identify optimal buy and sell points and boost your win rate! 🔥

Still struggling to time your entries and exits? 🤔

Bollinger Bands 📈 are a technical analysis indicator that can help you:

Determine price trends and volatility
Identify overbought and oversold zones
Pinpoint the best times to buy and sell
This article 👇 breaks down the principles and applications of Bollinger Bands in simple terms and clear visuals, empowering you to trade more effectively! 💪

👉 Read now: https://t.co/pWQYx9eS6k

#BollingerBands #TechnicalAnalysis #TradingStrategy #BeginnerFriendly #Investing

[Trader-TING @Trader_TING]

This chart illustrates the correlation between Bitcoin price and the high-yield credit market.

1.Bitcoin Price TrendsHalving Events and Price Increases: After each Bitcoin halving event (green arrows in the chart), the price generally increases significantly.

2.High-Yield Credit MarketBottoming Out and Rebounding: The red circles in the chart indicate the low points of the high-yield credit market. Whenever these lows occur, Bitcoin tends to start a new upward cycle (red arrows).

Observations and Conclusions

Market Correlation: When the high-yield credit market bottoms out and rebounds, Bitcoin also tends to start a new upward cycle. This phenomenon may reflect changes in market preferences for risk assets.

Let me know your thoughts if you're into this.

[Sky @sky_gpt]

你知道比特币中国的创始人是李启元

但你知道如今的他在干什么吗

🧵他的经历打破了我对硅谷大厂的印象👇

(1/)

[Trader-TING @Trader_TING]

Congrats to all those who saw the message in time!

[川沐｜Trumoo🐮 @xiaomustock]

这是巴菲特1998年的一次演讲。案例举了高智商汇聚的长期资本在十几天内崩溃。
当你富有以后你关心的不应该是下一次再暴富，而是保证自己不穷回去的前提下用部分自己盈利。我这俩年相较以前最大的变化应该是把资金分散了克制自己的冲动，以前干啥觉得好都喜欢一把梭，大赚过最后都梭没了。很值得耐心看一遍。

[川沐｜Trumoo🐮 @xiaomustock]

继续温习一遍提醒自己，巴菲特1998年讲的高智商人才管理的长期资本崩溃。

[weijunext @weijunext]

其实拥有海外电话卡没有门槛

最近很多人问：注册Claude怎么解决手机号的问题、买推特会员没有海外手机卡怎么办

问题的解决办法很简单，买一张海外手机卡。

我介绍一下我最近了解到的几种海外卡，你们就知道拥有海外卡有多容易了：

详细内容到信息差网站看：https://t.co/LzlVrKyD0s

卡片一：Giffgaff英国卡

- 申请卡片免费，需要充值10英镑话费
- 无月租，接收短信免费
- 半年发一次短信保号

这也是我目前用的卡，绑定Claude和推特很顺利。

这个卡申请渠道比较多：

- 官网自己申请，可以看这个教程：https://t.co/1t7v7CEwOC
- 淘宝 96 元购买，自带 10 英镑话费
- 群友有人在做这个业务，你可以获得 15 英镑话费，他赚佣金

后面两种方式从国内寄给你，会比较快收到。利益无关，不挂链接了，可以到文章里拿链接：https://t.co/LzlVrKyD0s

卡片二：5ber esim

- 购卡 $12
- 2元/月保号
- 拥有泰国实体号码 + 原生IP
- 可以微信、支付宝充值

官网购买：https://t.co/uHF4vI0Var
还可以看这个网友写的详细教程：https://t.co/g2gCYFmw2K

卡片三：新西兰 Skinny 卡

- 购卡普遍是 100 多元
- 无月租，接收短信免费
- 25元/年保号
- 支持银联充值

推特很多人在卖，搜一下就能找到。

卡片四：Ultra Mobile 紫卡

- 淘宝可以买
- 月租 $3，不便宜

卡片五：虚拟号码平台

现在比较热门的虚拟号码平台是 https://t.co/VoiWnNrM7K ，好处是：

- 临时租用很方便，用完即走，适合单次接收验证码

但是大概率无法成功给 Claude 接码，不建议使用。

总的来说，拥有和使用海外卡真的没有什么门槛，大家自行选择一个自己看得顺眼的就可以。

[孙宇晨（去过太空版）🧑‍🚀 @sunyuchentron]

最近真的很气愤😑 大家好，我是孙宇晨。最近生活中接连遇到几件事让我不断被坑😂，我决定把我的亲身经历分享给大家！虽然不敢说自己是上当最多次的，但这些经历确实让我学到了很多，希望能帮到大家，避免重蹈覆辙！

[雷司紀 Raysky @rayskyinvest]

只要你在台灣匯豐 HSBC 銀行放 300 萬台幣，

就會變成「Premier 卓越理財帳戶」，

就可以在全球的匯豐銀行都開戶，像美國、歐洲、香港，

轉帳等同內轉，在海外有資產的人就能把資金很方便匯出或匯入，

這個不是新資訊了，PTT 紅過一段時間，台灣應該不少人都知道，

-

但今天要分享的資訊，比較稀有一點，

那就是，香港匯豐 HSBC 可以線上開網銀帳戶，

不需要 300 萬台幣，不需要飛一趟香港，

只要準備護照，線上填寫資料，30 個步驟，30 分鐘，

就可以取得一個香港 HSBC 的「滙豐One 理財帳戶」

(同理，你要這樣線上開香港 HSBC 的 Premier 帳戶也行)

-

這是我一個家族辦公室的朋友，前陣子跟我分享的，

操作一番後，發現立刻就開好戶了，超級方便，

全程都是繁體中文介面，不用擔心看不懂英文，

不用去臨櫃抽號碼牌，人擠人排隊到天荒地老，

可以線上處理的事情，走線上最方便。

-

開好戶後，

一個月內，銀行會用國際包裹寄送提款卡和帳戶資訊給你，

我是還沒收到，但已經收到開戶成功的 Email 通知，

香港 HSBC 的銀行客服小姐也有打來照會，一切都很從容，

-

開戶流程我也整理好了，30 個步驟，30 分鐘內可以寫完，

應該是全台第一個整理的，網路上沒找到任何教學資料，

只有一篇 PTT 在 5/18 有分享過，而我是從朋友口中得知，

如果未來看到有其他人分享開戶流程，多半就是參考我的 (笑)

(有參考的，記得要放引用 reference 喔！)

-

就不放在貼文上了，

我會整理成一份電子報，包括線上 30 步驟的開戶流程，

分享為什麼要有一個海外帳戶？好處是什麼？

以及我有海外帳戶的需求、心得及經驗分享。

這份電子報可以直接領取：

https://t.co/XZGbaEzezf

-

#香港 #香港滙豐 #HSBC #電子報

[蓋棉被純聊天 @bboy1690]

@jianjia97758868 看起來他們想吃鮑魚

[蓋棉被純聊天 @bboy1690]

@keyahayek Sell put 優質資產無限周轉複利很快