Yora (🌸, 🌿) (L3, ❄️) .eth / .nad

crypto since `21

Escape the matrix or stay in it forever
Think different. Move different.

If you DM me, the 1st message should be "I'm not a bot"

[Yora (🌸, 🌿) (L3, ❄️) .eth / .nad @dea_yora]

🚨How to Find Easy Potential Airdrops (Most People Don’t Know This!) 🚨

Ever felt like you really want to get into airdrops but have no idea where to begin?🤷‍♂️🤔Want to find solid projects with simple tasks that might actually lead to a juicy payout?

Well, let me walk you through a simple method to discover promising airdrops without the headache!

1️⃣Go to https://t.co/Nc9tL0QgCn
This site shows you everything you need: the project name, the type of tasks involved, how much funding it raised, whether the drop is confirmed or not, Twitter score, and—most importantly—who the backers and investors are.

2️⃣First thing I check: the investors/backers.
I usually go for those supported by Tier 1 or Tier 2 VCs. My favorites include Dragonfly, Pantera, Paradigm, Polychain, A16Z, etc. Big names = more credibility and potential.

3️⃣Check the tasks!
This matters a lot. If you enjoy doing testnets, pick drops that require testnet interaction.
If you're more into social media, focus on social-related tasks. Pick what matches your style, so it's more fun than stressful.
If you're into technical stuff, go for node-related tasks—Aztec is a good example!🔥

4️⃣Pick 3–5 airdrops to work on.
Don’t overload yourself. Focusing on fewer drops helps you give them the attention they need to potentially qualify.

5️⃣Monitor CryptoRank daily
I check it every day to catch early opportunities. The earlier you're in, the more advantages you get—like exclusive Discord roles or extra rewards😎

So don’t miss out! Getting in early can give you perks that won’t be available later🔥
What should I cover next? Drop your requests, happy to share more!

#AirdropTips
💡 Scouted with help from @MirraTerminal

[nox @brandnewnox]

ดึกแล้ว ปล่อยของได้

วันก่อนผมนั่ง Research $META แบบลงลึก แล้วเจอหลายประเด็นที่น่าสนใจกว่าที่คิด

สิ่งที่ชัดที่สุดคือ $META ไม่ได้กำลังพยายามเป็น บริษัท AI เพียงอย่างเดียว

แต่กำลังใช้ AI ทำให้

core business -> digital advertising

แข็งแกร่งขึ้น ทั้ง ranking content, targeting ads, creative generation และเพิ่ม conversion ให้ advertisers

จากตัวเลขล่าสุดเริ่มชัดละ

Q1/2026 รายได้ของ $META อยู่ที่ $56.3B โต 33% YoY

ที่น่าสนใจคือ

Ad impressions เพิ่ม 19%
Average price per ad เพิ่ม 12%

ปกติการโตทั้งปริมาณโฆษณา และ ราคาต่อโฆษณา พร้อมกันแบบนี้ ไม่ได้เกิดขึ้นง่ายๆ

บ่งบอกว่า AI ของ $META อาจไม่ได้สร้างรายได้ผ่านการขาย model โดยตรง แต่กำลังสร้าง value ผ่านเครื่องจักรผลิตเงินเดิมของตัวมันเอง

เพราะรายได้ปี 2025 ของ Meta อยู่ที่ประมาณ $201B และในนั้นกว่า $196B หรือเกือบ 98% ยังมาจาก advertising

แต่สิ่งที่น่าติดตามกว่าการโตของรายได้ คือเงินที่ Meta กำลังเทลงไป

ปี 2025 Meta ใช้ capex ไป $72.2B

แต่ปี 2026 บริษัทเพิ่ม guidance ขึ้นมาเป็น $125–145B หรือเกือบ 2 เท่าภายในปีเดียว

เงินลงทุนถูกกระจายไปทั้ง

- AI Data Center
- GP, AI Accelerator
- Custom Silicon -> MTIA
- Networking, Optical Infrastructure
- Memory, Storage
- Nuclear Energy
- AI Glasses, Wearables

และช่วงไม่กี่เดือนที่ผ่านมา ข่าวที่ออกมาก็เริ่มทำให้เห็นภาพ Supply Chain ชัดขึ้นเรื่อยๆ

$META จับมือ $NVDA แบบ multi-year เพื่อใช้ทั้ง Blackwell, Rubin, Grace CPU และ Spectrum-X โดย NVIDIA ระบุว่าดีลนี้ครอบคลุม GPU ระดับหลักล้านตัว

ฝั่ง $AMD ก็มีแผน deploy AI GPU สูงสุด 6 GW โดยเริ่มจาก Custom MI450 สำหรับ workload ของ Meta

$AVGO ขยายความร่วมมือในการพัฒนา MTIA แบบ multi-generation และรองรับการ deploy ระดับ multi-gigawatts

ส่วน $GLW หรือ Corning ได้ข้อตกลงมูลค่าสูงสุด $6B เพื่อส่ง Fiber, Cable และ Connectivity ให้ Data Center ของ Meta

ด้านพลังงาน Meta ก็ประกาศดีลกับ $VST, $OKLO และ TerraPower รวมถึงดีลเดิมกับ $CEG เพื่อสนับสนุนพลังงานนิวเคลียร์รวมสูงสุดประมาณ 6.6 GW

เพราะงั้นถ้ามองจากตรงนี้ $META คงไม่ใช่แค่หุ้นปลายทาง

แต่มันคือหนึ่งใน Hyperscaler ที่กำลังสร้าง demand ให้หุ้นต้นน้ำจำนวนมาก

กลุ่มที่ผมมองว่าน่าติดตาม คือ

Compute / Custom Silicon
$NVDA $AMD $AVGO $TSM
Networking / Fiber / Optical
$ANET $GLW $COHR $LITE

Memory / Storage
$MU $PSTG
Energy Infrastructure
$VST $CEG $OKLO

AI Glasses / Wearables
$QCOM และ EssilorLuxottica
แต่เราก็ต้องมองอีกด้านด้วย

ใน Q1/2026 Meta ใช้ capex ไปแล้ว $19.8B ขณะที่ fcf อยู่ที่ $12.4B

และบริษัทบอกเองว่า expense growth ส่วนใหญ่จะมาจาก infrastructure cost, cloud spending, operating expenses และ depreciation

ส่วน Reality Labs ก็ยังเป็นหลุมใหญ่อยู่
ปี 2025 ทำรายได้เพียง $2.2B แต่ขาดทุนจากการดำเนินงานถึง $19.2B

เพราะงั้น Investment Thesis ของ $META ในมุมผม มันขึ้นอยู่กับคำถามสำคัญข้อเดียวเลย

$META จะสามารถสร้าง incremental revenue และ cash flow จาก AI ได้มากพอที่จะชดเชยโคตรพ่อโคตรแม่ capex รอบนี้มั้ย?

ถ้ารายได้โฆษณายังโต AI tools ช่วยเพิ่ม ROI ให้ advertisers และcapex เริ่มผ่านจุด peak เราอาจเห็น operating leverage และ fcf กลับมาแข็งแกร่งอีกครั้ง

แต่ถ้ารายได้เริ่มชะลอ ขณะที่ infrastructure cost และ depreciation เพิ่มขึ้นต่อเนื่อง การลงทุนรอบนี้ก็อาจกลายเป็นแรงกดดันต่อ margin และ valuation ได้เหมือนกัน

ผมสรุป Research ฉบับเต็มไว้ทั้ง Financials, AI Strategy, Custom Silicon, Patent, Upstream Stocks, Bull Case, Bear Case และ Key Risks

อ่านฉบับเต็มได้ด้านล่างครับ

**บทความนี้เป็นการศึกษาส่วนตัว ไม่ใช่คำแนะนำในการลงทุน**

[Rypto @RyptoCrypto]

Rich people have been in these deals for years. Now you can see exactly what they own $DEUS

@xmaquina

[Starmark @StarmarkApp]

Just lanched: Add Social Links to your ★Starmark Profile.

Easily add all your social links to connect with your audience across all channels.

What is Starmark? 👉 The world's first truly decentralized social network and digital identity powered by the same technology as Bitcoin. Proof-of-work, truly decentralized with no gate-keepers.

Unstoppable social media for Humans *and* Agents has arrivd.

Claim your Starmark at: https://t.co/3fDdCbfjzJ

#starmark #blockchain $STAR

[Ripple @Ripple]

As AI agents begin transacting on behalf of businesses, payments need more than speed. They need trust, controls, and clear rules for how value moves.

We're helping build the infrastructure for trusted agent-driven payments, with the XRP Ledger and $RLUSD helping lay the foundation for the future of commerce.

We're pleased to be part of the ecosystem supporting @Mastercard's Agent Pay for Machines initiative, helping validate new use cases, establish common rules, and accelerate adoption.

→ https://t.co/KHUcHqblXg

[Pro Italia @ProItalia_org]

Le scene da guerra civile che arrivano da Belfast dopo che un sudanese ha accoltellato e provato a decapitare un disabile ci dicono una sola cosa: la remigrazione è la soluzione moderata.

Video del nostro @LudovicoVicino da salvare e rivedere tra un annetto e mezzo.

[Kinetiq @Kinetiq_xyz]

Launch will now go live tomorrow, at 9am EST.

[闫大胆 @yingge001]

福利 来了兄弟们~ 端午专属福利开抽 🎊

非常感谢 @SVP_CN 赞助的精美端午礼盒！

🎁 抽一位幸运 得端午周边

要求：
1⃣关注 @yingge001 + @SVP_CN &+ @SvpChain
2⃣转发+点赞
3⃣评论区互动留言

⏰开奖日期：6月15日 【Grok开奖 包公平 】

祝大家 端午安康，好运常在！ 搞不好中奖的就是你！

[币圈麻麻桑@Joy @Joy_rich168]

端午安康🌿提前送好礼啦❤️
感谢@SVP_CN 送来的端午礼盒！
福利来袭，抽取1位粉丝赠送同款礼盒🎁
参与规则：

1. 关注我和@SVP_CN @SvpChain
2. 转推本条内容
3. 评论留言

6月15日正式开奖，祝大家好运！

[Titto Mikhati @Tittomikhati]

A huge giveaway!

I'm giving away 10 Free mint spots and 50 GTD spots for Monke (@monkePixart)

I love the art. This is one of the best pfp projects I have ever seen in terms of the art.

Also, the price looks reasonable. (around $3)

I missed this kind of vibe and the culture.
Let’s bring the 2021 vibes back!

Some info about the project:

Date: June 12
Supply: 5555
Price: 0.002 (GTD-FCFS-Public)

Requirements:
-Follow me & @monkePixart
-Like & RT
- Drop your EVM wallet address

12h
Good luck

[Yora (🌸, 🌿) (L3, ❄️) .eth / .nad @dea_yora]

@AltcoinDaily 100% cashback sounds great until the chart does -90% 😁😁😁

[Yora (🌸, 🌿) (L3, ❄️) .eth / .nad @dea_yora]

@WalkerAmerica ngl this is either a book review or a warning😭

[jeff.hl @chameleon_jeff]

Huge congratulations to TradeXYZ and S&P for this historic partnership. I'm honored that these teams choose to build on Hyperliquid.

Seeing official S&P500 perpetual futures launch exclusively on Hyperliquid is a validation of everyone's past years of hard work: global access to decentralized finance, perpetual futures as 24/7 price discovery, and Hyperliquid upgrading the existing financial stack to house all of finance.

The S&P500 is synonymous with "the market," a single number that captures the essence of the largest economy in the world. Looking forward to tracking the world's most important financial gauge 24/7 on the most liquid permissionless markets.

[Hyperliquid @HyperliquidX]

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade.

User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment.

The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2.

The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.

[steven.hl @_stevenhl]

The last time HYPE was $50:

- BTC was $125K
- ETH was $4600
- SOL was $235
- HIP-3 didn’t exist
- HIP-4 didn’t exist
- PURR wasn’t bidding HYPE
- HYPE ETFs didn’t exist
- Circle wasn’t giving HL 90% of their USDC yield
- People assumed team unlocks was 10M HYPE tokens monthly

[0xkopil.base.eth @0xkopil]

$Base ağında 1 haftada 729.000 yeni cüzdan açıldı.

Dune verilerine göre toplam cüzdan sayısı 280 milyonu geçti.

Ancak burada önemli olan sadece işlem yapmak değil, doğru adımları atmak.

Öncelik: Guild ve Basename rozetleri

Basename alın: https://t.co/xcekb2edZA

Guild görevlerini tamamlayın: https://t.co/3n7MOtUcR6

İşlemler ve görev takibi:
https://t.co/Ulzz8CebxV

(Not: Görevler anında onaylanmayabilir, kontrol etmeyi unutmayın) https://t.co/g6W16jEOwU

Kritik nokta: Base App
Ekip bu ürüne özellikle odaklanıyor. Olası bir airdrop durumunda en önemli kriterlerden biri olabilir.

Yapılması gerekenler:🤯
Uygulamayı indirin: https://t.co/0Gefbshtik

Base modunu aktif edin (sol alt kısımdan )
ethereum:native gönderin base ağına deosit kısımından
Aktif şekilde kullanın
Mini app kullanımı önemli:

https://t.co/6ezw0yNsYc

https://t.co/osqiR5WO4y

Farcaster detayı:

Base, Farcaster altyapısını kullanıyor. Bu nedenle Farcaster kullanıcıları da önemli olabilir.

https://t.co/BdmaiR0T9g

Ek olarak farklı mini app’leri kullanmaya devam edin:

https://t.co/xCyKSETLZh
https://t.co/18486iGbsI
https://t.co/oex6uSqgb4
https://t.co/PNGYzR2HON

Özet:
Sadece işlem yapmak yeterli değil.
Rozet alın
Mini app kullanın
Base App’te aktif olun
Ekosistemde yer alın

Faydalı bulduysanız kaydetmeyi ve RT EDİP paylaşmayı unutmayın.

#Base #Airdrop #Onchain #Farcaster

[Vecna 📊 @hi_vecna]

BASE AIRDROP GUIDE 2026 FULL A TO Z GUIDE (100% MAXIMIZE YOUR CHANCES)

This thread has EVERYTHING in one place

Spent hours researching across X, Discord, Guilds, docs, and the full Base ecosystem. all official links included so you don’t have to search anywhere else.

No fluff. No shortcuts. Just the complete Base farming strategy.

NFA. DYOR.

Estimated gas budget: $50-300 total in ETH depending on activity.

Avoid sybil behavior. Stay organic.
5-10 mins daily consistency > one-time big transactions.

Let’s start.

1/ WALLET SETUP (DO THIS FIRST)

Use any of these:
> Coinbase Wallet
> MetaMask
> Rabby

Add Base Mainnet:
https://t.co/sWY0umM1Ks

Add Base Sepolia Testnet (for practice/testing):
https://t.co/uCJ2v10btB

Bridge ETH from Ethereum mainnet to Base.
Starting with 0.05-0.2 ETH is enough for most users.

————————————————————

2. BRIDGE ASSETS (VERY IMPORTANT)

Don’t use only one bridge. Use multiple bridges over time for stronger onchain activity.

Official Base Bridge:
https://t.co/AZnWlv6Zu7

Across:
https://t.co/lUkNu2AKDM

Hop Protocol:
https://t.co/fMfhyeX7yd

Jumper Exchange:
https://t.co/MVbcZUVo78

Relay:
https://t.co/w4IQUkLbFO

Orbiter Finance:
https://t.co/4TgV1Dx6dy

Owlto Finance:
https://t.co/xUN2E0YFrD

https://t.co/iywpeNsKWS Aggregator:
https://t.co/4ulcXTzd8D

Keep both ETH and USDC on Base.

Repeat bridge activity across weeks instead of doing everything once.

————————————————————

3. CLAIM A BASENAME (ONCHAIN IDENTITY)

Official Basenames:
https://t.co/FJgUhtfq9h

Usually costs around 0.001 ETH/year.
Some users may get free registration through Coinbase verification or Summer Pass campaigns.

Benefits:

> Onchain identity
> Guild role unlocks
> Better ecosystem reputation
> More organic profile

Highly recommended.

————————————————————

4. JOIN BASE GUILD + CLAIM ALL ROLES

This is one of the MOST important parts.

Main Guild:
https://t.co/cgBQ8rf4Tj

Builders & Founders Section:
https://t.co/SnMovLGIdy

Builders Tasks:
https://t.co/fRivyyzgoj

Coinbase Onchain Verify:
https://t.co/nsWRoaU6uv

What to do:

> Connect wallet
> Verify socials
> Claim every available role
> Complete onchain requirements
> Keep checking for new roles

Roles matter because they show ecosystem participation over time.

Also:
Follow @base on X
https://t.co/SJs0UXDmfO

————————————————————

5. USE THE BASE APP DAILY

Base App:
https://t.co/5nnAMv5mNA

Join / Download:
https://t.co/f8oAVtkBpk

What to do inside:
> Daily check-ins
> Social activity
> Trade small amounts
> Explore apps
> Invite friends
> Connect Farcaster

Base has already tested reward campaigns before, including USDC rewards.

Stay active.

————————————————————

6. DO CONSISTENT ONCHAIN TRANSACTIONS

Track activity here:
https://t.co/MLXKTKc2Ex

Consistency matters more than volume.

Good routine:
> Transfers
> Small swaps
> NFT mints
> LP actions
> Lending/borrowing

Guild roles often unlock at:
10 / 50 / 100 / 1000 transactions.

Organic activity always looks better than spam.

————————————————————

7. DEFI INTERACTIONS (VERY IMPORTANT)
SWAPS

Uniswap:
https://t.co/QOYnzvXpxn

Aerodrome Finance:
https://t.co/GCSX48I9Oh

BaseSwap:
https://t.co/KJRG354uXW

PancakeSwap (Base):
https://t.co/ayUDrWSTzN

CowSwap:
https://t.co/QZs9iQzsCQ

Odos:
https://t.co/0ddZBDnveW

LP PROVIDING

Aerodrome Liquidity Pools:
https://t.co/9SZdHWHiDM

Try:

> Add liquidity
> Remove liquidity
> Hold LP for some time

Pairs like USDC/ETH are safer for beginners.
LENDING / BORROWING

Aave:
https://t.co/D5dzzbnLIL

Morpho:
https://t.co/Qr3fch6XTD

Compound:
https://t.co/dIX1VmQoeJ

Moonwell:
https://t.co/2Bil1uZVH1

Suggested strategy:
Supply > Borrow small amount > Repay > Repeat occasionally.

This creates strong “power user” activity.

————————————————————

8. NFT MINTING + TRADING

Zora:
https://t.co/SFy9NkKOQk

OpenSea (select Base chain):
https://t.co/LwUni1jyxZ

Look for:

> Free mints
> Cheap mints
> Onchain Summer NFTs
> Community collections

Mint and do a few real trades naturally.
Avoid obvious farming behavior.

————————————————————

9. BUILDERS / DEVELOPERS SECTION

This part is heavily underrated.

Official Base Deploy Docs:
https://t.co/vWNtnd7HiB

Remix IDE:
https://t.co/elrflfpMnp

Base Learn Exercises:
https://t.co/ipkRQhCuLb

Owlto Easy Deploy:
https://t.co/5JOsBXOlhV

https://t.co/vyDtz4m8xk:
https://t.co/z6ZhL5AN6a

Even basic actions help:

> Deploy simple contracts
> Create test NFTs
> Launch small tokens
> Interact with contracts

GitHub-connected accounts and older GitHub profiles may help for builder credibility.

Many Guild roles are tied to builder activity.

————————————————————

10. EXPLORE THE FULL BASE ECOSYSTEM

Official Ecosystem Directory:
https://t.co/F3vF5hMXgw

Explore categories like:
> DeFi
> NFTs
> Gaming
> AI
> SocialFi
> Infrastructure

Extra alpha:

Farcaster / Warpcast:
https://t.co/epZzF6yHzb

Also explore:
> Base Pay
> Virtuals Protocol
> New ecosystem launches

Early users often benefit the most.

————————————————————

11. COMMUNITY + SOCIAL PROOF

Join Base communities and stay visible.

Base Guild:
https://t.co/cgBQ8rf4Tj

Follow Base on X:
https://t.co/SJs0UXDmfO

Stay active on:
> X/Twitter
> Farcaster
> Discord

Real users with real interaction history always look stronger.

————————————————————

12. TRACKING + BEST PRACTICES

Track wallet activity:
https://t.co/MLXKTKc2Ex

Builder programs:
https://t.co/IffLg2mAgk

Suggested weekly routine:

> 1 bridge
> 2-3 swaps
> 1 LP interaction
> 1 NFT mint/trade
> Guild check
> Base App activity

Do this consistently for 6-8+ weeks.
Depth > one-day spam.

Best approach:
> Use only 1-2 wallets
> Randomize timing
> Use different apps naturally
> Avoid sybil patterns

————————————————————

13. FINAL TIPS TO MAXIMIZE ELIGIBILITY

> Keep transactions small and consistent
> Stay active over months
> Participate in ecosystem campaigns
> Use both DeFi + Social + NFT + Builder side
> Claim every Guild role possible
> Keep checking Base announcements

No one can guarantee an airdrop.

But wallets that consistently interact deeply with the ecosystem usually perform best in major L2 distributions.

This thread includes almost everything serious users are doing right now.

Bookmark it. Save it. Start today.

More Alpha - https://t.co/aHIZzzZSzr

[K三 凯 @kaikaibtc]

我把Serenity和Crux这两个美股狂魔，蒸馏成了一个自动投研的Agent

上周我扒了 Serenity（@aleabitoreddit）的 1073 条推文，5 个月 32 倍。

这次我又扒了第二个人——Crux Capital（@crux_capital_），五个月 647 条原帖，126 个价值票。

Serenity窄而深：找一个制胜点，押死。
Crux 宽而有纪律：画一张六层栈，每层按执行力排仓位。

看完我有点难受，不是因为收益图太夸张。是我发现，这两个人干的根本不是传统意义上的“选股”。

他们是在搭一条投研流水线， AI 负责搬砖，人负责最后拍板。

1⃣ 他们的方法论：先拆机器，再找堵点

他们看一个赛道，不先问“谁会涨”。

先问的是：

这台机器到底长什么样？
BOM 里最难替代的零件是什么？
如果其中一家明天停产，下游要等多久？

这个问题一问出来，视角就完全变了。

大家还在盯 GPU、HBM、电力这些第一层热点时，
他们已经往下抠第二层、第三层：

激光器、InP 衬底、外延、测试、连接、冷却、配电……

Serenity 最狠的地方，是死盯单点故障。
Crux 更像工程师，先画一整张栈，再给每层贴标签：

谁是龙头，
谁是瓶颈，
谁只是会讲故事，
谁又是那种没人聊、但每台机器都得用的“无聊必需品”。

2⃣AI 在他们手里，不是军师，是苦力

普通人用 AI 做投资，喜欢问：

“这票能买吗？”
“帮我总结一下财报。”
“这个赛道有没有机会？”

这种问法，说到底还是在等答案。

他们不是这么用的，他们让 AI 去干最脏最累的活：

拆机器，
顺着零件找供应商，
再找供应商的供应商，
横着读多家公司财报和电话会，
把“产能打满”“认证快结束”“明年放量”这些零碎信号拼成一张图。

说白了，AI 没替他们赚钱，AI 只是把研究量的上限硬抬上去了。

3⃣所以我把这套东西蒸馏成了一个 skill

https://t.co/V6OUO1IuJZ

它不干一件很俗的事：上来就给你甩股票代码。

它先跑五步：

L1 先确认终端，到底研究的是哪台机器、哪套系统
L2 再画供应链栈，搞清楚谁在第几层
L3 找真正的卡点，卡的是产能、认证、热、电、良率，还是材料
L4 用财报、产业新闻、研报交叉验证
L5 先给方向，再给名字，最后才谈仓位

我蒸馏的不是他们买了什么，我蒸馏的是他们怎么提问，怎么排除，怎么把热闹拆成一个个能验证的环节。

4⃣举个例子，人形机器人接下来该买什么

大部分人第一反应都是特斯拉、英伟达、总龙头。
但这个 skill 不会先看这些。

它会先问：

如果 Optimus 真开始放量，最先紧张的是哪一层？

如果谐波减速器已经被市场盯得很紧，
那下一步就该继续往旁边看：

每个关节都离不开的力传感器，有没有被认真定价？

重点不是马上得出“买谁”。
重点是先知道：你该查哪一层。

顺着这套方法继续往后推，
我现在最想深挖的，反而不是更拥挤的 GPU 叙事。
而是AI factory 的供电 + 液冷 + 物理交付层。

原因很简单。

芯片再猛，电接不进去也白搭。
柜子再多，热散不掉也白搭。
模型再聪明，机房交不出来，还是得排队。

这条线不性感，不热闹，也不太适合吹牛。
但真缺了它，项目就只能往后拖。

最后

看完 Serenity 和 Crux，我最大的感受其实挺扎心的：

AI 没有让投研变轻松。
它只是先把偷懒的人淘汰了。

以后谁再跟我说
“AI 会让投资越来越简单”

我大概只会回一句：

简单个屁，马太效应罢了，你有的他给你更多，你没有的，他把你已有的都给抢走。

[Serena @369Serena]

Codex 中文内容创作者十大必装 Skills 来了！

写作、润色、去 AI 味、配图、封面、小红书卡片，一次给你配齐。

先收藏，再慢慢装，这 10 个一个比一个实用！

1⃣ Humanizer-zh

中文创作者必备的“去 AI 味”技能。

能识别空话、套话、三段式、过度排比、AI 腔，把文章改得更像真人写的。

Github 链接：

https://t.co/zncmfoVPun

2⃣ dbskill

内容创作者的“选题诊断器”。

适合做内容诊断、商业表达、hook、小红书标题、爆款拆解，尤其适合中文自媒体和知识型创作者。

Github 链接：

https://t.co/uMvxjMoDDl

3⃣ content-research-writer

从选题、资料、提纲、引用到初稿，一条写作工作流直接跑通。

适合写公众号、Newsletter、X 长文、博客和深度文章。

Github 链接：

https://t.co/qtMIT1SsIR

4⃣ NotebookLM Claude Code Skill

资料型写作者很适合。

基于你的资料库写作，能减少胡编乱造，适合做深度文章、行业研究、课程稿和长文整理。

Github 链接：

https://t.co/P6FWXBHT1A

5⃣ khazix-skills

适合公众号长文和万字研究报告。

里面的写作流比较重，适合做 AI 热点分析、长文拆解、深度观点输出。

Github 链接：

https://t.co/eFSOvz4FX7

6⃣ ian-xiaohei-illustrations

中文文章正文配图神器。

不是随便生成一张图，而是把文章里的观点、流程、情绪、隐喻画成“小黑”风格插图。

Github 链接：

https://t.co/Lvnudzb6Pm

7⃣ guizang-social-card-skill

写完文章后，用它做小红书图文和公众号封面。

很适合把一篇长文拆成多张卡片，做成能直接发布的视觉内容。

Github 链接：

https://t.co/THKxv4fg2e

8⃣ baoyu-skills

中文内容创作者的视觉工具箱。

封面图、信息图、结构图、图解都能做，适合文章包装和观点可视化。

Github 链接：

https://t.co/INNGs7Y813

9⃣ guizang-ppt-skill

适合把文章观点做成 PPT、演讲图、公众号头图、小红书封面。

如果你经常把文字内容二次分发成演示稿或分享图，这个很有用。

Github 链接：

https://t.co/FMY3GUKphP

🔟 html-anything

把 Markdown、文案、文章变成好看的 HTML 页面、海报、卡片和 PNG。

适合做杂志风文章、小红书卡片、知识卡片和分享图。

Github 链接：

https://t.co/uyh51sScDH

如果你是中文内容创作者，强烈建议先装这 5 个：

1. Humanizer-zh
2. dbskill
3. content-research-writer
4. ian-xiaohei-illustrations
5. guizang-social-card-skill

前 3 个提升文字质量，后 2 个解决文章配图和分发包装。
别再只让 AI 帮你“写一篇文章”了。

真正提效的是：让 AI 按你的创作流程干活。

#codex #skill #内容创作

[猫叔的职场笔记 @haowue]

如果我现在30多或40多岁，想利用AI在10年内退休，我会这样做：

1. 立即成立LLC公司。不是下个月。不是等你'准备好'后。就这周

[Layer3 @layer3]

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