thren

hedge fund PM

[thren @theoren1990]

@bidclubio Any examples on former research reports?

[thren @theoren1990]

@markoinny Makes sense if you price them in weakened $

[thren @theoren1990]

@Jhy256 如果是这样 那更多是创造了一个买点

[thren @theoren1990]

@Jhy256 好的，夜盘去买入哈哈

[thren @theoren1990]

@Jhy256 选举和首次降息的短期扰动过去了，进入降息周期似乎应该是最确定、持续和高级别的资金驱动力

[thren @theoren1990]

13年前还在念书，难以想象世界和很多国家在13年里能有这么巨大的变化。能看到这条的朋友大概率还有好几个13年，我们应该为未来做哪些准备？ #我的X周年纪念日

[Linus ✦ Ekenstam @LinusEkenstam]

This is Air

And it’s 500ms away from making a lot of jobs redundant

It can perform full 5-40 minute long sales & customer service calls over the phone that sound like a human

It can perform actions autonomously across 5,000 unique applications

🧵

https://t.co/Lv5DbcpwXX

[thren @theoren1990]

@cosmtrek 大佬好，最近开始用BriefGPT，很有帮助！有个疑问是我这里看首页，有时会只从4天前的论文开始显示，有时候是正常的。不知道有遇到过这种情况吗

[Nick Mark MD @nickmmark]

Much has been made of the declining life expectancy in the US.

The reality is regional. Think of the US as two countries:

Some blue counties with increasing life-expectancy better than 🇯🇵 (84) & many red counties with plummeting life expectancy worse than 🇷🇺 (71).
1/

[thren @theoren1990]

@TroyTeslike @Tesla that really sounds like li auto

[thren @theoren1990]

Both. Order bounce didn’t continue in Dec

[thren @theoren1990]

特别好的系列讨论，最近亏完钱我的总结是有三种项目：1）Collection/IP，utility只是引流手段，最终目标是凝聚广泛共识，比如BAYC；2）Asset，最终可用经济模型估值的资产，比如各种land；3）Pass，@qiqileyuan 说的会员体系。前两种买不中，第三种不赚钱🙃

[Rui @YeruiZhang]

@qiqileyuan web3 token的utility捕获太难了，更多是基于共识和打赏的心态，不然就是做很久积攒了极强的共识在牛市发币，但币价经过hype之后很难存续。不然就是发NFT早期融资（用户打赏），通过和社区共创的形式凝聚用户，给用户参与感。后期作为pass的形态。

[Rui @YeruiZhang]

@qiqileyuan web3 token的utility捕获太难了，更多是基于共识和打赏的心态，不然就是做很久积攒了极强的共识在牛市发币，但币价经过hype之后很难存续。不然就是发NFT早期融资（用户打赏），通过和社区共创的形式凝聚用户，给用户参与感。后期作为pass的形态。

[thren @theoren1990]

不看好音乐NFT： 1) 相对PFP放在头像的自我认同和标榜，音乐NFT到底能带给我们什么？2) 音频相对图像的传播效率差距，使它无法充分leverage社交分发。
腾讯音乐的新NFT是卖数字藏品。

[GlowDAO @glow_dao]

Will Music NFT make it in 2022?
by @viviDaBest888 @Momoxu7
随着视觉艺术家、篮球明星入局NFT市场，再加上2021年下半年gamefi市场的火爆，我们见证了一个完成了许多暴富神话的NFT市场。相比于PFP（profile pic，头像）NFT市场的全面爆发，目前音乐NFT市场仍然在相对早期。https://t.co/oYBhu0qzF0

[thren @theoren1990]

@KalebsCode was outbid real quick..

[thren @theoren1990]

I’m on @withFND 🌐

0x53B45B0E7955158172b76ef3B727Dc3F8c234648

https://t.co/SEwZoaWD9c

[casslin @thulynnn]

Which project ll be the next BAYC in #NFT world? imo @crypto_coven has the biggest potential by having unique cultural value proposition, compelling narrative and focus on story telling, while already have a strong and healthy community:
https://t.co/Z3JEXLja76

[Thomas Lin Pedersen @thomasp85]

If you are interested in learning a bit more about how Screens work underneath. This is a non-technical overview - a deep-dive focusing on the code will be added later https://t.co/oPSSzSzUJM

[dotta 📎 @dotta]

Outsiders think that NFTs are a new Kickstarter, or meme stocks, or money laundering.

But NFTs are about finding belonging, showing status, and crafting our identity.

Let me explain to you the NFT Hierarchy of Needs and how NFTs change who we are 📐

[thren @theoren1990]

great community😍

[0xᴜᴇzhᴀng|985.eth @Unipioneer]

Here Chinese doodles community🙌
LFG!!!! @doodles @poopie