宝木神佑

感兴趣：Crypto，AI，software，赚钱，还有其他^_^
历史不是对故事的复述，历史是胜利者选择的述说。

[宝木神佑 @song4AI]

至暗时刻。打不死的丘吉尔

[宝木神佑 @song4AI]

6.4 6.4

[宝木神佑 @song4AI]

@CryptoDoggyCN AI的leader 黄仁勋四处游荡每天露脸，Crypto的leader中本聪早已经隐身。你说该拥护谁，谁又能笑到��后？

[宝木神佑 @song4AI]

@lukepost @giantcutie666 @neso 是啊，远远不止

[宝木神佑 @song4AI]

@lourou7292 前世估计是峨眉山上一和尚

[宝木神佑 @song4AI]

@MarshWatt776 不如做播客，文字访谈效果差一些

[宝木神佑 @song4AI]

@PANews “当执��力被AI放大，判断力反而变成稀缺资产。”

[沈彤 @jessyshen]

上个月大学师兄从加拿大过来投资美国能源

很尊重他的专业， 但还是要说实话：
加拿大和中国待太久， 有点跟不上最新形势了

AI所需能源太多， 直接用公网电， 老百姓会闹事

美国最火的能源方向叫“微电网”， 也叫“表后能源”

是一种新技术， 在AIDC场地帮他们建私有发电网， 天然气最多

代表公司就是Bloom， 股票���年涨了1410%

现在还有更新的技术， 是个德州公司，就是模块化微电网， Anthropic 2.2GW超级AIDC， 拆成92个小模块， 比Bloom要更适配

也就说， 以前那种靠关系拿块便宜地， 装上中国便宜设备发电， 排队接上美国大电网的时代已经过去了， 谷歌也不会因为有个小电厂就跑过来， 他们都是需要内置微电网服务的

能源现在是个技术活儿， 软硬件要有很强的研发门槛才行

[Polymarket @Polymarket]

22% chance the AI bubble bursts this year. https://t.co/qTwZyuFzmH

[宝木神佑 @song4AI]

@MarshWatt776 你是说老子吗

[宝木神佑 @song4AI]

@FrankFred834567 @qkl2058 终于看到一条理性的思考

[宝木神佑 @song4AI]

@oragnes AI不会取代你，但更善于使用AI的人 会。AI就像人类之前的其他铁路、电力、通信、互联网等技术革命一样，产生之初都会面临很多挑战，但是趋势不可阻挡，越早准备好，你会越受益。
AI让每个行业每项工作都受益，它放大了目标和收益，任务本身没根本改变。
学习了。

[宝木神佑 @song4AI]

@MarshWatt776 🙂 呵呵

[摆烂程序媛 @wanerfu]

🚨 视频号快速起号法 —— Youtube 直播切片

核心就一件事:
切 YouTube 海外直播 + 中文字幕
批量生产短视频，发视频号

8 条切片 = 涨粉 1 万
3 个月做到 10 万粉

关键在节奏:
一边看直播，一边切片上传
全网中文首发 = 流量红利

视频号变现:
单条商单 1 万起
月收入 2-5 万

不用出镜、不用剪辑、不用懂英语

完整 SOP 在下面 👇

[宝木神佑 @song4AI]

@dotyyds1234 挺你！
不接受任何负面情绪。
把它挡在外面。
把所有噪音都挡在外面。
为什么要听他们说什么？
他们是零。

[wu fan @wufantouzi]

越南整体基建潜力太大了
从最北到最南
也就不到 2000km
开车能走 4-5 天

这边的高速限速都还是 100 以内
普遍只有 60-80km/小时
像国内那种 120 可开到 140 的几乎没有
铁公基对越南的经济拉动才刚刚开始
搞土木的和土建的应该来这边看看

越南高铁找德国合作真的错了
应该和中国合作打通到昆明和南宁的
并入中国铁路网
5 小时可以从最北到最南
中国游客会络绎不绝前来消费旅游

搞点什么中国业务
到越南做点代理商应该有钱赚
那天在芒街就看到
口味王槟榔摆满了超市货架

[宝木神佑 @song4AI]

@FernLowry64336 嗨i

[宝木神佑 @song4AI]

@BytePulseQuant @fupenglondon x bug确实不少

[SightBringer @_The_Prophet__]

⚡️The Hedgeye framing is correct on the data and missing the structural cause.

The map is showing something real, but calling it an “affordability problem” implies it could be solved by adjusting affordability.

The thing producing the map is not solvable that way.

What the map actually shows.

Housing has decoupled from wages across most of the country in five years. In Q1 2020, one state was unaffordable by the standard measure. By mid-2025, seventeen states are. This is not a slow drift. This is a phase change in the relationship between housing costs and household income across the entire country in five years. Phase changes in this kind of structural variable do not happen because of cyclical conditions. They happen because the underlying mechanism of price formation has changed.

The mechanism that changed.

Housing in the United States stopped being primarily a consumer good and became primarily a financial asset starting in the 1990s, accelerated dramatically post-2008 with quantitative easing, and reached its current state through the 2020-22 monetary expansion. The 2020-22 period printed approximately $5 trillion in new money. Most of that money flowed into asset markets including housing. Housing prices rose roughly 40% nationally in two years while wages rose roughly 12%. The 47.7% of median household income going to housing nationally is the consequence of this divergence becoming permanent rather than reverting.

The reason it does not revert is that housing supply is constrained by zoning, by construction labor shortages, by materials costs, and by the financial profile of existing homeowners who would lose wealth if prices declined and who therefore organize politically to prevent declines. Demand is supported by institutional capital that has discovered single-family homes as an asset class, by foreign capital seeking dollar-denominated stores of value, and by demographic demand from millennials reaching peak household formation age. Supply is structurally constrained. Demand is structurally elevated. Prices clear at levels that are unaffordable for median households but affordable for capital deploying assets into housing.

This is not a market failure. It is a market succeeding at producing the outcome the participants with capital are seeking, which is the conversion of housing from consumer good to investment asset. The outcome happens to be unaffordability for the median household, but the median household is not the marginal buyer setting prices. Capital is setting prices. Capital is satisfied with the outcome.

The K-shaped framing Hedgeye uses is correct as far as it goes but it understates what is happening. K-shaped implies two paths, one going up and one going down. The actual structure is a complete restructuring of the housing market into two separate markets that happen to share the same physical inventory. There is the asset market, where housing trades as a financial instrument among capital allocators. There is the shelter market, where households need a place to live. The asset market sets prices. The shelter market has to clear at those prices. The two markets have different price tolerances. The asset market can pay any price that produces yield comparable to alternatives. The shelter market can only pay what household income supports. When the asset market sets prices above what the shelter market can pay, you get the map.

The map is the visible signature of housing being financialized faster than wages can keep up.

[宝木神佑 @song4AI]

@giantcutie666 @myanTokenGeek 问���来了，哪个大亨最���为AI而死？