jhyang.eth

full voidness. solid flexibility. imperfect perfection.

[Solvaix @Solvaix]

$31 MILLION HOTEL. EVERY PIPE AND WIRE MAPPED IN ADVANCE. BUILT BY TYPING SENTENCES INSTEAD OF PLACING THEM BY HAND.

A 190-room hotel needed its ductwork, plumbing, electrical, and fire suppression modeled and coordinated before construction could start.

The design team connected Kimi K3 to their modeling software through MCP, then had it read photos of the blueprints alongside plain English descriptions of each system and build the model directly instead of placing every component by hand.

Old process: 3 engineers, 6 weeks, around $47,000.

New process: 1 engineer confirming the AI's output, 9 days, roughly $10,500 combined, engineer's time plus AI compute.

Coordinated models finished this way cut change orders by 60 to 80 percent once construction begins.

See the article below for a smaller example of the Kimi K3 + Blender MCP workflow.

[Sahil Bloom @SahilBloom]

WARNING: Longer post (but worth reading or bookmarking for later).

Your life has seasons.

Each one is unique. Characterized by its own distinct desires, struggles, opportunities, and identity.

But one reflection I've had recently is just how easy it is to completely disassociate with the present season.

To give all your time and energy toward a longing for some nostalgic memory of a prior season or an anticipation for some beautiful state of a future season.

You look back at the past and all you see is sunshine. Because it all worked out. You forget (or glaze over) the struggle you endured. You're here today. You made it. You're alive. You're doing fine.

You look forward at the future and dream on what could be. You'll have so much more. More freedom. More purpose. More health. More deep connection. More everything.

The past is beautiful and the future feels limitless. So, logically, you slowly start to treat everything about the present as the bridge. A dash connecting your past and your future. A gap to be crossed as quickly as possible.

Everything you do today is in anticipation of some eventual end state.

I'm doing this now, so that I can have that later.

Unfortunately, the danger of that dissociation with the present is significant. You may spend your entire life living for a future that has a decidedly mirage-like property. You inch closer, but when it's right in front of you, it disappears and reappears on the horizon.

You may spend your entire life skipping through the present, deferring your presence, your joy, and your very humanity to a future that never comes.

In a classic French fable, a young boy is gifted with a magic ball of golden thread. He's told that if he simply pulls on the thread, time will leap forward. The catch, of course, is that once it's pulled, it can never be put back.

The young boy takes advantage of the newfound powers. Each time he's faced with a boring day at school, a frustrating set of chores, or a scolding from his parents, he pulls the thread, skipping through to the good parts.

As an adult, he continues, leaping through mundane struggles in his marriage, the friction of having a newborn, and the boredom at work. He finds himself pulling on the thread more and more, avoiding even the most minor inconveniences of his life.

But when he wakes up one day and sees an old man looking back at him in the mirror, he's filled with regret. He realizes in that moment that as he chose to skip through the boredom, struggles, and friction, so too did he miss the real texture of being alive.

How often do we all do the same? How easily do we default into this disassociation? Disconnecting from the present in anticipation of some future.

A mentor recently asked me this:

"Where are you going and why are you in such a rush?"

It hit me hard.

And to be honest, I haven't stopped replaying those words since he said them.

Why are you in such a rush?

The world wants you to rush into everything. Rushed decisions. Rushed conversations. Rushed relationships. Rushed timelines.

In doing so, you slowly relinquish your agency. You give up your claim on your own life. Surrender authorship to a pen that was never even yours.

In a world that wants you to rush, the ultimate act of rebellion is presence.

Be in the season you're in. Don't romanticize the past, don't fantasize the future. Be here. Be now. Be in this. All of its texture, depth, and struggle. All of its joy, tension, and pain. Sit with the uncertainty. Become friends with it. Fall in love with it.

Because every single thing you do today is something your younger self dreamed of and something your older self will wish they could go back and do.

The good old days are happening, right now.

And the next time you find yourself skipping through the present, remember these words:

Where are you going and why are you in such a rush?

[끄적끄적 @RealKianOh1]

제가 개인적으로 좋아하는 폴 튜더 존슨 최근 인터뷰 내용입니다. 성공적인 투자에 도움이 되시길 바랍니다. 🥰

1. 핵심 트레이딩 철학
• 추세 추종: 진정한 큰 수익은 주요 트레이딩 추세에 올라타 아주 오랫동안 유지할 때 발생한다.
• 권투 선수와 같은 태도: 트레이딩은 복싱과 같다. 대부분의 시간에는 잽을 날리며 시장을 탐색하고, 확실한 빈틈(기회)이 생기기를 기다린다.
• 결정적 한 방: 실제 큰돈은 소수의 'KO 승' 기회에서 나온다. (예: 2020년 비트코인, 2022년 2년물 국채 매도, 귀금속 랠리, 현재 엔화 강세 ���업 등)

2. 트레이더 vs 투자자
• 투자자: 장기적인 복리의 힘을 믿고 승리한다. 워런 버핏이 이상적인 모델이다. 미국을 믿고 50%의 하락(drawdown)도 견디며 복리가 작동하게 둔다.
• PTJ의 관점: 그는 버핏의 신념 체계를 부러워하지만, 본능적으로는 '참호전' 스타일이다. 매일 활발하게 움직이고, 방어적이며, 시장 지수(Beta)가 아닌 초과 수익(Alpha)을 쫓는 트레이더다. 실제 그의 펀드는 S&P 500과 음의 상관관계를 보인다고 한다.

3. 복리의 재발견
• 그는 이제 버핏을 "복리의 원조(The OG)"로 깊이 존경한다. 버핏은 9살 때 이미 복리를 이해했지만, PTJ 자신은 커리어 상당 부분에서 복리의 중요성을 과소평가했음을 인정한다.
• 찰리 멍거의 공헌: 버핏이 '���렴한 쓰레기 주식(50센트짜리 달러)'을 찾는 것에서 '복리로 성장하는 훌륭한 기업'을 사는 방식으로 변화하도록 이끌었다.

4. 리스크 관리 (최우선 원칙)
• 모든 위대한 트레이더는 무엇보다 리스크 관리자다.
• 유동성 중시: "당신의 가치는 내일 당장 수표를 써서 현금화할 수 있는 금액뿐이다."
• 교훈: 브라더 헌트가 은(Silver) 가격 폭락으로 순식간에 파산하는 것을 보며, 어떤 자산도 맹목적으로 믿지 않게 되었다. 변동성이 폭발할 때 유동성이 없는 자산에 갇히는 것을 극도로 경계한다.
• AI에 대한 우려: 꼬리 리스크(tail risk)가 큼에도 불구하고 리스크 관리 없이 AI가 도입되는 상황을 우려한다.

5. 시장 기회의 포착 (카탈리스트 프레임워크)
큰 기회는 ���통 시장의 과열, 불균형의 지속, 중앙은행이나 정부의 정책 실수, 그리고 군중의 안도감에서 온다.

[이상적인 매크로 트레이딩 조건]
1.저평가된 자산 (Undervalued)
2.보유 비중이 낮은 자산 (Underowned)
3.완전히 균형이 깨진 상태 (Way out of whack)
4.시장의 안도감/방심 (Complacency)
5.촉매제 (Catalyst): 시장을 움직일 결정적 계기

[호랭교관 @block_atom]

https://t.co/Hw7uTrHSdz

[Mark Minervini @markminervini]

This 👇 is literally the secret to how I made my fortune trading.

[Angina Pectoris @yeoulabba]

https://t.co/RRHTrW7XV3

[jhyang.eth @jhyang_]

@Gamefi @Starlink These islands are called Baengnyeongdo(백령도), which means "White Wing Island", and yeah, they are part of South Korea.

https://t.co/dHvGCd1NXZ

[부아C @richdad_c]

사람은 할 수 없다고 말할 때, 사실은 하고 싶지 않다고 스스로 결정하는 것이다

- 스피노자

나는 스피노자의 이 말이 맞다고 생각해. 할 수 없다고 생각하면 변명을 찾고, 할 수 있다고 생각하면 방법을 찾는다고 하잖아.

[Elon Musk @elonmusk]

How time flies

[Sam Altman @sama]

How To Be Successful
(At Your Career, Twitter Edition)

[jhyang.eth @jhyang_]

We don't perceive reality the way it is: we perceive reality the way we are.

[jhyang.eth @jhyang_]

@SahilBloom Koreans usually said, "Your ancestors watching you in the sky"

[Tim Cook @tim_cook]

A titan of business and keen observer of the world around him, Charlie Munger helped build an American institution, and through his wisdom and insights, inspired a generation of leaders. He will be sorely missed. Rest in peace Charlie.

[Paul Graham @paulg]

"I think a life properly lived is just learn, learn, learn all the time."

— Charlie Munger

[Tim Ferriss @tferriss]

I have read this book many times. It’s a wonderful and short reboot for possibility, excellent for all students of life and those who want to overcome self-imposed limitations.

[Prof. Feynman @ProfFeynman]

If you cannot explain something in simple terms, you don't understand it.

[부아C @richdad_c]

친구처럼 끈끈한 관계의 사람들이 정말 중요한 기회를 제공해 주는 경우는 의외로 드물다. 오히려 스쳐 지나갈 수도 있는 약한 관계의 사람들이 인생의 터닝포인트를 제공해 주는 경우가 훨씬 더 많다. 이를 약한 관계 효��(Weak Link Effect)라고 한다. 낯선 사람, 함부로 대하지 마라. 기회를 숨기고 오는 천사일지 모른다.

<생각의 각도>, 이민규

X 인맥님들, 잘 부탁합니다. 꾸벅 :)

[부아C @richdad_c]

‘넌 그림을 그릴 능력이 없어’라는 내면의 목소리가 들린다면 반드시 계속 그림을 그려라. 그러면 그 목소리가 사라질 것이다.

- 빈센트 반고흐

[Physics In History @PhysInHistory]

A. Einstein about his 'intuition' of general relativity (1929) 🧠

I believe in intuitions and inspirations. I sometimes feel that I am right. I do not know that I am. When two expeditions of scientists, financed by the Royal Academy, went forth to test my theory of relativity, I was convinced that their conclusions would tally with my hypothesis.

I was not surprised when the eclipse of May 29, 1919, confirmed my intuitions. I would have been surprised if I had been wrong.

-- as mentioned in an interview by George Sylvester Viereck (26th Oct., 1929) titled What Life Means to Einstein

📷 photographed by Hermann Landshoff, 1950.