Duc Bui

[Xudong Han @Xudong07452910]

这篇普林斯顿博士论文，几乎把强化学习过去十年的两条主线串在了一起：

从博弈算法，一路走到世界模型。

作者 Zihan Ding，导师是 Chi Jin。整篇论文超过 300 页，汇集了博士期间八项研究工作，其中多项成果发表于 NeurIPS、ICML、ICLR 和 ICCV。

前半部分研究多智能体博弈：如何学习接近纳什均衡、难以被对手利用的策略，并把这些方法扩展到格斗游戏、多人博弈和真实网络负载均衡。

后半部分转向 Foundation Model 时代：扩散世界模型、生成模型策略、少步视频生成、可交互视频世界模型，以及支持长时预测的记忆机制。

这篇论文最有价值的地方是它记录了强化学习研究重心的一次迁移。

过去，RL 更关注如何在给定环境中学会行动。

现在，Agent 还需要借助生成模型建立对环境的理解，预测不同动作会带来什么未来，再据此规划和决策。

这里收录的也不只是零散的想法，而是一条经过多年研究和多篇顶会论文逐步铺开的路线。

很多论文告诉你某个方法如何提升一个指标。

这篇博士论文更像一张地图，让人看清强化学习如何从策略优化，走向对复杂世界的建模。

想系统理解 RL、世界模型和生成式 AI 之间的关系，这篇很值得完整读一遍。

📎 arxiv: https://t.co/M7rIJ6SKwO

[Duc Bui @ducbui868]

@born2baghold @pedma7 Which one?

[套利豪仔🗽 @pritipatelfgoo]

学过一堆技术分析，你有看过实体的订单块吗?

今天来看真实盘面上一场长达40的控盘示范：深挖订单簿数据，复盘一场难得看到的BTC价格操弄事件

05:43开始，币安BTC永续合约在 60,800出现一道限价挂单墙，接下来的38分钟内，每根1分K最高价都是60,800.00；

最极端的几分钟整根K线振幅只有0.1U（现货甚至有整分钟是0.0U、真正的0振幅），但每分钟仍有数百笔成交持续成交，买盘没有消失，他们被原地吸收了

06:21卖单墙被穿透，价格30秒内上涨至61,322、触顶20秒后大量主动卖单进场，15分钟后价格跌穿60,800，一小时后来到60,216，追突破的多单与被迫回补的空单全部被套。
接下来看看主力操作的痕迹...

这个事件有两个值得记录的细节：
1. 时间点：
清晨5:30几乎是全日流动性最差的区间，挂单薄、对手盘少，控盘成本最低。 主力选在这个时段进行控盘，就是向市场表明了一件事：我可以控盘
2. 具体性：
这是一次少见地、肉眼可以直接观测到的订单块。技术分析者多数时候是事后在图表上标注出订单块区域、带有主观成分，特别是在流动性充足的BTC交易对上，很少出现这么明显的操弄痕迹：一个38根1分K的最高价完全相同的水平阻力。单一价位持续吸收了约4,500BTC的主动买盘

这套手法本质上是一种流动性猎取，操作上就是buy to sell，可以拆解成以下四步：

1. 订单墙挂在那花了38分钟才消耗完毕，市场看见明显的阻力、空单止损集中堆在墙的上方
2. 约2,100BTC的市价买单瞬间击穿订单簿
3. 止损连锁引爆、空单被迫回补，价格自行推升至61,322
关键证据是持仓数据：订单墙突破后5分钟内OI快速减少821枚BTC，推动价格的是平仓单、不是新资金进场
4. 从触顶到转为净卖出只隔20秒，10分钟内两所合计约3,000BTC的taker卖单灌入，出货均价比墙高了200至400U

本质上是先制造被迫的买盘（空单止损），再把部位全部倒给他们

主力不会做没有意义的展示，这类事件出现，通常意味着真正的波动正在接近。 小时区我视为看空信号、大时区正处在市场低位，但要引发更大的波动，结构应该会扩大，我猜盘整后还有一个真正的下探完成熊市低点

真的摸不清后市如何，也可以从波动率指数切入：我们做多波动、不猜方向

[Solana @solana]

Historical Solana token data for X provided by @birdeye_data 📈

[Duc Bui @ducbui868]

@shark_serious @drofin69 @coin98_wallet Mãi mới có một người thực sự hiểu mình đang nói cái gì =))))

[Duc Bui @ducbui868]

@drofin69 @coin98_wallet tính theo tài khoản đi anh :))) tính theo lệnh thì làm sao ra vấn đề? Tính theo lệnh thì lệnh iso hay cross?

[Birdeye @birdeye_so]

Smart money doesn’t chase. It positions early.

Today we’re launching Birdeye Smart Money: a new way to see what the best wallets are actually buying, in real time.

Built on signals from ~30K high-performance traders. Live NOW on Solana 👇

[Birdeye @birdeye_so]

🚢 BIG FEATURE UPDATE: Wallet Analyzer built for Solana Traders

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Read on 👇

[Birdeye @birdeye_so]

Introducing: Birdeye Supercharts!

A new visualization tool that lets you view all your important indicators in one place.

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[Birdeye @birdeye_so]

Our Traders tab just got a major upgrade!

Packed with sharper insights & smarter filters for the token traders list. Find important traders faster. Spot real opportunities. Trade smarter.

Welcome to Traders V2🧵👇

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[Duc Bui @ducbui868]

@birdeye_so @aixbt_agent what do you think about this?

[Birdeye @birdeye_so]

Exciting news for those analyzing centralized exchange (CEX) data!

We've launched an Advanced CEX Liquidity Dashboard with two new charts for tokens with perpetual and spot liquidity on CEXes:
↳ Orderbook Liquidity Delta: track buy/sell volumes and understand current market pressure.
↳ Ask-Bid Spread Distribution: monitor price gaps to optimize trades and assess market stability.

🧵👇🏻

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[Duc Bui @ducbui868]

what the hell @JupiterExchange, I used your limit order which should selling my token at x4 price but in the end I was even taking a loss.
https://t.co/HTYSF0rGTO

[Duc Bui @ducbui868]

@STACCoverflow First, idk how you got that number. This is my call to BDS.
Second, from 2 transactions you posted. I don't see any number related to 15000 sols either.

[Han Ji Ahn @hanjiahnn]

Shrub is the new neiro - $NEIRO $1.2B MC
Shrub is this cycle’s floki - $FLOKI $2.7B MC

It means shrub can pump 50x-100x from the current price ($20M MC), still early!!!

[Duc Bui @ducbui868]

It’s done

[Duc Bui @ducbui868]

Here come the correction, hope it ends soon

[Duc Bui @ducbui868]

ready for take off, the fuels are ready .

[Duc Bui @ducbui868]

So, look at the chart now then tell me what gonna happen? I will share mine below 😄

[Duc Bui @ducbui868]

Update: Going up but not by the fuel I want to see. might not end well in short term

[Duc Bui @ducbui868]

5. Ps: It's all base on what I read on the chart at the moment, nothing more nothing less. I might be wrong but that's what I saw. Hope we got into the right side of the stop run. May the stop be with you !