Eden Lo

用投资思维理解世界
Grower, Seeker, Player.

[Syrian Girl @Partisangirl]

The Mediterranean is the only waterway available to Israel, after the closure of the Hormuz and the gulf of Aiden.

Spain controls the strait of Gibraltar, for which Queta is the gate. They can influence Israeli policy by threatening to close that gate.

Israel didn't like that. Hence the stunt in Morocco which is coordinated by their allies in the moroccan regime.

[大宇 @BTCdayu]

https://t.co/O4BeaGH5JW

[Franklin Templeton Digital Assets @FTDA_US]

https://t.co/YTePOu0fUc

[Ejaaz @cryptopunk7213]

there it is - microsoft will use kimi k3 to power their flagship copilot ai assistant saving up to 60% per token or $600M on every $1B spent on inference spend.

if microsoft chooses to self-host the model once Kimi open sources it on the 27th then this cost reduces even more

love or hate these chinese models, open source is really levelling the field in a big way.

per the information

[Kyrie @KyrieCheungYep]

人生回报率很高的 36 本书，读完少走 10 年弯路

一、思维与认知

1、《思考，快与慢》——看懂大脑的两套思考系统，减少草率判断。

2、《穷查理宝典》——建立多元思维模型，理解高质量决策的底层逻辑。

3、《原则》——把人生和工作中的经验，沉淀成可迭代的原则与系统。

4、《纳瓦尔宝典》——重新理解财富、幸福与长期主义。

5、《高效能人士的七个习惯》——从被动依赖走向主动、独立与协作。

6、《系统思考》——学会看见事物之间的连接，减少头痛医头式解决问题。

二、财富与复利

7、《富爸爸穷爸爸》——重构对资产、负债与现金流的认知。

8、《小狗钱钱》——用简单易懂的方式建立基础理财观念。

9、《金钱心理学》——理解财富积累更多依靠行为，而不只是智商。

10、《彼得·林奇的成功投资》——学习普通投资者也能掌握的选股思路。

11、《漫步华尔街》——理解长期投资、指数基金与市场规律。

12、《复利效应》——看懂微小选择如何经过时间放大，最终拉开人生差距。

三、自我成长与习惯

13、《原子习惯》——用微小改变积累长期成果。

14、《微习惯》——从足够小的行动开始，让坚持变得更容易。

15、《刻意练习》——理解能力如何通过有效训练持续提升。

16、《心流》——找到专注、投入与幸福感之间的关系。

17、《被讨厌的勇气》——学会课题分离，减少对他人评价的依赖。

18、《活出生命的意义》——即使身处困境，也能为人生找到支点。

四、情绪与心理

19、《非暴力沟通》——用观察、感受、需要和请求代替指责与评判。

20、《蛤蟆先生去看心理医生》——通过故事理解心理咨询与自我成长。

21、《自卑与超越》——理解自卑感如何推动或限制一个人。

22、《乌合之众》——看懂群体心理、情绪传播与集体狂热。

23、《也许你该找个人聊聊》——理解每个人都需要倾诉、连接与被理解。

24、《情绪急救》——学习处理被拒绝、失败、孤独与心理创伤。

五、关系与沟通

25、《爱的艺术》——理解爱是一种需要学习和练习的能力。

26、《亲密关系》——从心理学角度理解长期关系的运行规律。

27、《如何赢得朋友并影响他人》——掌握经典的人际沟通与相处原则。

28、《沟通的艺术》——学会看懂自己、理解别人并改善互动。

29、《依恋》——认识自己的依恋模式，以及它如何影响亲密关系。

30、《男人来自火星，女人来自金星》——理解两性在表达和需求上的差异，减少无效冲突。

六、哲学、历史与视野

31、《人类简史》——用更高视角理解人类社会的发展。

32、《未来简史》——思考 AI 与科技时代，人类可能面临的改变。

33、《枪炮、病菌与钢铁》——理解地理、资源与环境如何影响文明命运。

34、《沉思录》——从斯多葛哲学中学习自省、克制与稳定。

35、《苏菲的世界》——通过小说进入哲学史，建立基础哲学视野。

36、《万历十五年》——从一个年份切入，理解制度、人物与时代兴衰。

[Latheefa Koya @LatheefaKoya]

Here we go again.

The big excuse of the big losers in the Johor elections- is the “blue wave.” As if it’s some natural catastrophe like a flood or a typhoon. Why not give credit to the electorate? They have their reasons to reject you.

They’re not stupid.

Back in 2022, when the Malay electorate rejected PH, they similarly blamed the “green wave”. ( Which was a narrative that was divisive and destructive of race relations.)

PH should look at themselves instead. The voters reject PH because they lied on reforms. Again and again and again, PH backtracked & U-turned on reform promises. When asked why - they blame it on coalition partners in the Unity Govt. In other words, they break promises & then blame others.

It’s blatant & voters are sick of it. At least with BN, they know what they are getting; nothing great, but at least not the slippery chameleon talk of PH.

Will they ever change ?

[@BTV_Michael @BTV_CN]

最近又重新看了一遍 Naval 关于财富的观点，越来越觉得他说对了一件事：

财富，不是你赚了多少钱，而是你拥有多少能持续创造价值的资产。

很多人每天都很忙，以为自己在积累财富。

其实积累的只是工时。

停止工作，收入就停止了。

而真正的财富，是那些即使你睡觉，它依然能产生价值的东西。

过去可能是一家公司、一套版权、一款软件。

今天又多了几样：

一个持续增长的个人IP
一个AI工作流
一个自动获客系统
一款数字产品
一项能够不断复利的投资

AI时代最明显的变化，不是所有人都会失业。

而是出售时间的人，会越来越难追上拥有资产的人。

所以我最近思考的重点已经不是"怎么赚更多的钱"，而是：

我今天做的事情，三年后还能不能继续替我赚钱？

这可能才是财富思维和打工思维最大的区别。

[jay plemons @jayplemons]

The great lie is that society is divided between rich and poor.
The great truth, as David Friedberg puts it, is makers vs takers.

Makers build, create, and deliver real value: houses, software, art, businesses, and everything that moves civilization forward.

Takers watch, criticize, analyze, and politic. They push the lie that the rich hoard unfairly so the poor must seize it… all while positioning themselves to rule the chaos.

As @friedberg tells his kids: “At the end of the day, if you made something and someone else valued it, you were a maker. That was an amazing achievement. That is a great day.”

Takers thrive on division. Makers drive progress.

Time to choose your side.

[概率鹿梦｜AI Wealth Edge @DeerLucid]

红杉资本合伙人深度访谈：如何从创业者转型为顶级投资人？非常棒的访谈，收藏！

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[比特币橙子Trader @oragnes]

😱小黑真敢想、也敢说啊！

今年下半年最大的黑天鹅根本不是SpaceX上市，而是特朗普为了赢下中期选举，准备亲手戳破AI泡沫！🔥

他说老特既然搞不定通胀和冲突，唯一能打的牌就是反手做空“AI科技新贵”。

[Shruti @heyshrutimishra]

Elon just created 4,400 millionaires in a single day.

400 of them are now worth over $100 million.

These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.

Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.

Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."

The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.

Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.

[Fidelity Digital Assets @DigitalAssets]

Bitcoin's hash rate is down ~10% YTD and ~15% from its peak, while price has fallen ~50% since the Oct. '25 ATH.

[Morris @Morris_LT]

中国社会有一种很普遍的现象：很多人享受的不是事物本身，而是事物带来的优越感。房子、车子、学历、职位，往往首先被赋予身份意义，其次才是使用价值。于是人与人不断攀比，不断通过外在标签确认自己的位置。最终，人们追逐的不是生活本身，而是凌驾于他人之上的感觉。

[Koda @wadezone]

只要你是被亚洲父母养大的，你这辈子都要看心理医生

[Mark Manson @Markmanson]

Purpose has seasons. What drove you through your 20s will exhaust you in your 40s. Growth means letting your previous selves die without calling it failure.

[Roland.W @rwayne]

张雪峰老师说过的一句话：

寒门最大的劣势，其实不是父辈原始积累的差距

而是成长道路上没人引领，往往错过很多好机会

[王长富 @wangchangfu88]

真正成熟的人，绝对不做这 10 件事：

1. 把大把时间浪费在反复咀嚼一段已经烂掉的关系里，试图找出“到底哪里出了问题”

2. 还天真地以为自己能当救世主，修复原生家庭、改变父母的性格和相处模式

3. 对朋友同事特别慷慨，转头给自己买件喜欢的东西却开始心疼

4. 把全部精力投给那些消耗自己、根本不值得的人和事，却忽略了真正能滋养自己的圈子和爱好

5. 特别渴望别人能懂自己的痛苦，总想把心里的委屈一股脑倒给别人，希望获得救赎

6. 用放低姿态、讨好迎合的方式，去换取一点点可怜的认可和喜欢

7. 勉强自己去参加那些根本不想去的局，回家后只剩疲惫和空虚

8. 习惯性压抑和否定自己的真实情绪，告诉自己“不能这么矫情”“别人更惨”

9. 一次又一次给曾经深深伤害过自己的人“最后一次机会”

10. 太在乎别人对自己的评价，像活在放大镜下一样，做什么都缩手缩脚、患得患失

[EnHeng嗯哼.Ai @EnHeng456]

https://t.co/IBN0CGto1v

[Garry Tan @garrytan]

There are two loops in every founder's head.

The autism loop: run your own model to the floor, ignore consensus, hold a thesis when everyone says you're wrong. That makes conviction.

The empathy loop: feel what the user feels, sense what the market wants before it has words. That makes traction.

Most people crank one and starve the other. Pure conviction builds something brilliant nobody wants. Pure empathy builds consensus mush.

PG put the whole job in four words: make something people want. The autism loop makes the something. The empathy loop knows it's wanted. The founder is the bridge.

Most great founders show up dominant in the first loop. That's why they're contrarian enough to try at all. The work is grafting on the second.

There is no place in the world that helps founders make the two loops work together to make great startups than Y Combinator. It is the most gratifying part of our work.