mobius🍄

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[mobius🍄 @thatmobius]

@Nicole_yang88 为什么你出生在小地方？
因为中国近代落后
为什么中国近代落后？
因为丘处机路过了牛家村

（手动狗头

[海伦子Hellen @peng_hellen]

Investor和Trader是有本质区别的。

不论市场高涨还是下跌都泰然处之，增仓或减仓不看市场脸色，只以自己的财务状况和公司基本面为准，这是Investor。

深挖公司和产业趋势，同时通过频繁交易，抓住市场的每一个波动赚取差价获益，这是Trader。

Investor是认知x时间x复利，投资是生活和工作之外的副产品。

Trader更像是一份工作，你要花更多时间和精力去研究和交易。

两者没有绝对的好与不好，都是赚钱的工具，但付出的代价和操作逻辑完全不同。

牛市时，市场就会出现很多的Trader。

[mobius🍄 @thatmobius]

@WaFFsdzAiNop 第一句话：假的，这么近的话地球早被撕碎了

[mobius🍄 @thatmobius]

@Asuka_Tokugawa 澳洲的主要问题是改革后税率过高。长期持有的资产，比如一年或两年以上，征收10%-20%是合理的。以前的 50% 折扣后差不多就是这个范围，现在改成30%起步有点离谱

[mobius🍄 @thatmobius]

@python_xxt 两个的人格特质不一样：Opus 像那种读书和阅历丰富的，擅长解决生活问题，很能洞察你问题的意图；ChatGPT 比较 nerdy，写代码能力强逻辑思维厉害

[mobius🍄 @thatmobius]

@nottablle_ bro didn't even use a knife

[mobius🍄 @thatmobius]

@peng_hellen The Expanse 剧也很好看 可惜被砍了

[mobius🍄 @thatmobius]

wow

[Department of War 🇺🇸 @DeptofWar]

https://t.co/rzCVvUU3mu

[mobius🍄 @thatmobius]

> Non technical teams shipping production code

WTF man is Coinbase the next Mt. Gox?

[Brian Armstrong @brian_armstrong]

This is an email I sent earlier today to all employees at Coinbase:

Team,

Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future.

Why now
Two forces are converging at the same time. We need to be front footed to respond to both.

First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth.

Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day.

All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core.

What this means
To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice?

- Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles.

- No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams.

- AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role.

In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs.

To those who are affected
I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done.

All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information.

To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements.

Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters.

How we move forward
To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together:

Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it.

The Coinbase that emerges from this will be more capable than ever to achieve our mission.

Brian

[mobius🍄 @thatmobius]

@nft_hu 应该是为了谈判增加筹码。经济学人最近有篇文章 oil markets are still in La La Land，分析说川普希望达成比奥巴马时期核协议更好的条款，开通海峡遥遥无期。以及亚洲国家已经采取 drastic measures 应对石油危机，但欧洲还没采取足够措施，真正的危机还没揭开帷幕但很近了

[mobius🍄 @thatmobius]

@nft_hu 哇 下次去台北试一下 五香蛮好吃的

[mobius🍄 @thatmobius]

@nft_hu 原来如此，听起来好像和新加坡的“五香”味道很像，也是各种材料裹起来炸出来的

说起来国内有道菜“鱼香肉丝”，我也是吃了好几次期待落空才记住里面没有鱼😂

[mobius🍄 @thatmobius]

@nft_hu 无法继续航行目测是 lost in translation 吧，目测原意指的是它被有效阻吓而不是军舰本身丧失了航行能力

[mobius🍄 @thatmobius]

@Rubywang 新加坡的也是每次路过都在排队

[Andrej Karpathy @karpathy]

This is the the quote I've been citing a lot recently.

[mobius🍄 @thatmobius]

@JohnsonZ91127 咦，可以直接转 BTC 到券商吗

[mobius🍄 @thatmobius]

@kevinma_dev_zh Pro model 不适合聊天，比我前女友回复都慢

[mobius🍄 @thatmobius]

@Catpostx "do you still luve me, huuman??? you changed!"

[mobius🍄 @thatmobius]

@onenewbite everything app 需要是熟人可以放心实名的平台。X 本来大多是匿名，要使用基于实名的支付等额外功能就会很难跨过心理关