Night myth

He who desires but acts not, breeds pestilence.——The Proverbs of Hell,1793.
The only thing necessary for the triumph of evil is for good men to do nothing.

[华尔街没有名字 @WallStreet0Name]

孙宇晨跟金明 William Joy 的采访里，还有一句话让我印象很深值得拿出来反复琢磨：

人类最大单一企业的市值上限，大概不会超过美债总额的一半。
这句话很有意思，给超级企业的估值寻找一个宏观参照，给资产的估值寻找一个锚。

目前美国国债总额大约40万亿美元，一半就是20万亿美元。
全球市值最大的公司是英伟达，目前大约5.23万亿美元。
如果英伟达继续上涨286.2%，市值就会来到20.2万亿美元，一家再牛逼的公司，发展到这个规模确实顶天了。

一家公司靠利润支撑市值，美国国债背后是美国的国家信用、财政能力以及美元体系。
单一企业的极限为什么偏偏是美债的一半，公司不可能大于国家。

再看黄金，黄金今年最高时市值接近40万亿美元，之后黄金见顶了。
黄金和英伟达不一样，英伟达是一家公司，黄金是全球共同认可的储值资产，只要美国依然保持科技、金融和军事综合国力第一的情况下，黄金的市值很难超过美债总额。

理解以上，就可以用这个就可以反推黄金市值的下限了。

[10/10 Konser ve Replikler @efsanekesit]

Kaygıyla mücadele ediyorsan bu eseri dinle. Yaklaşık 30 saniye içinde nefes alışın değişmeye başlayacak. Bedeni sakinleştiren şey ise notaların arasındaki sessizlik.

[Nicolas Le Bault @NicolasLeBault]

L’un des symptômes de l’effondrement cognitif en France est qu’il y a de plus en plus de bruit. Les populations à faible QI expriment leur vacuité intérieure en parlant fort, en mettant de la musique à un volume élevé, en criant, etc. L’occupation sonore de l’espace leur permet de se sentir exister.
Les pays du tiers-monde se distinguent en étant particulièrement bruyants.

[Night myth @disonFrankqy]

@huguocheng1 @AirGenasi @jielijian 走过去后不打政治庇护有没有办法长期留下来

[༺ཧคlคฝคཊ༻ @rybinfx]

Web crawlers /[•]\ #js x #css

[Night myth @disonFrankqy]

@huguocheng1 @PeterLin0732 走线入境后如果我决定走政治庇护，国内父母那点稀薄的千把块养老金估计也难以保住了吧

[MIT🌐OS @VivirsSelvas]

La cuarta dimensión , el tiempo y donde quedaría el libre albedrío ?

[Eric Nuttall @ericnuttall]

Giant sucking sound coming out of China: Chinese visible oil inventories fell 35MM Bbls last week...the fastest week-over-week pace on record (!), and are now at their lowest levels since May 2025.

[Night myth @disonFrankqy]

@huguocheng1 @PeterLin0732 走线入境的如果一直拿不到身份，未来要想离开美国前往其他小国养老能否凭借有效证件购买机票并入境他国😱

[Night myth @disonFrankqy]

@huguocheng1 @PeterLin0732 如果是刚翻墙入境就被抓是不是会被直接包机遣返🫪

[Night myth @disonFrankqy]

Mark 🫵🏽

[Energy Headline News @OilHeadlineNews]

China's oil buying recovery continues

[Night myth @disonFrankqy]

@2091996981snow 乌拉圭是否对税务居民收取资本利得税？@grok

[Night myth @disonFrankqy]

@huguocheng1 @PeterLin0732 出来后隔一段时间如果又被ICE逮到了是否还得花钱保释👀

[商社マンひろし @ex_senmonshosha]

チュアンドタン（60歳）も反則なのよね
185/80で奇跡の60歳。男前過ぎる

なお
・8時間睡眠死守
・寝る前5時間は食事しない
・毎日1時間スイム+筋トレ
・朝からゆで卵6個
・酒タバココーヒーは一切NG

商社マン生活してたら辿り着けない境地

[Night myth @disonFrankqy]

@elonmusk

[Rory Johnston @Rory_Johnston]

Re: the ongoing debate about how much oil is getting through Hormuz and whether a particular WH claim is “True”, so so so much comes down to charity of the claim treatment and tone/framing of the assessment.

For example, a claim of 18 MMbbl over a given day can be an especially charitable clipped 24(ish) hour period—true in a tortured sense while misleading or cherry-picked.

Or a really high non-specific number can be charitably interpreted to mean the full broader middle east (with reroutes) rather than Hormuz, specifically.

Or a claim of 9 MMbpd when, say, only 6-7 MMbpd is confirmable can be both said to be “broadly” or “directionally” correct while at the same time being a “plausible exaggeration”. Or if that pace was only realized weeks after the claim it’s just “early.”

This is all fine! But given both the obvious fogginess of the data and the acute political undercurrent to the topic, best if folks are specific.

FWIW, I currently see Hormuz petroleum flows (crude + products) in the ballpark of 8 MMbpd**, with some of that representing re-displaced Saudi crude from the Red Sea.

And based on my tracking I have generally judged White House Hormuz transits numbers are directionally correct, plausible, but cherry-picked and often meant to mislead (like Trump’s 18 MMbbl claim).

**Chart below, highest I’ve confirmed thus far (with adjusted Kpler data) is just more than 8 MMbpd, with the current level lower but expected to be revised higher to roughly that same level.

[Night myth @disonFrankqy]

@huguocheng1 @NgReddot @dennisottawa 另外我的uso 多头持仓最近清仓了，如果周末触发taco导致下周油价暴跌我会重新买回来

[Night myth @disonFrankqy]

@huguocheng1 @NgReddot @dennisottawa 新能源抽水蓄能这一套效果确实好，其他的我了解不多，只能从几家大西北风光新能源上市公司得知利润不好，目前新能源应用最好的方面就是和水电结合，比如川投，国投

[9GAG ❤️ Memeland @9GAG]

and student loans