持剑微笑

剑在手，锋过处，烟雨苍茫

中国一定有个可赞美的光明前途

个人认为的最佳认知路径，同时也是最佳的政治经济分析框架是：人性----社会----经济----政治，我不建议年轻人过早接触政治的原因也在于此，因为你（们）很无知，往往在对人性和社会没有起码了解的情况下就高谈阔论，这很容易走火入魔

好的秩序至少得有钱💰

[持剑微笑 @yoootea]

@WaFFsdzAiNop 真诚的希望你放弃这种傻逼想法

明郑和舰队是世界历史上的的五大海军之一，航迹遍布了东南亚、南亚、西亚，并远达东非和红海，是世界大航海时代的先驱，哥伦布船队相比之下就一瘪三，但是....

中央帝国受限于天下观，国家重点放在中国本土及周边，未能积极展开对外扩张，失去了在战争中迭代技术的机会

[Reflection🪩 @0xReflection]

🚨 THE US REGULATORY SYSTEM JUST BROKE

In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever

I've been trading for over a decade, and I have never seen them rewrite the rulebook like this

Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company

That doesn't happen by accident

Let me show you exactly what they did:

First, Fidelity dropped its minimum account size from $500,000 to $2,000

A 99.6% cut

Think about that:

The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history.

Ask yourself one question

Why do they suddenly want YOU in?

Because somebody needs people to sell to.

SpaceX reserved 30% of the deal for retail

THREE TIMES the normal share

And even then, most people didn't get a full allocation.

So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash.

That's half of the selling you're seeing.

The other half? The smart money front-running July.

Here's the trick:

SpaceX doesn't join the Nasdaq 100 on day one.

It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days

Just for this.

The moment it joins, every QQQ fund on Earth is FORCED to buy.

$22–27 billion in automatic buying.

Translation: imagine 50 buses all forced to pull into the same gas station on the same morning.

The funds know the stampede is coming.

So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time.

THAT is your selloff.

Now here's the part nobody will say out loud:

When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market…

That's NOT generosity

That's distribution at the top.

We've seen this movie twice:

➮ 2000 Dotcom
➮ 2021 SPAC mania

Insiders cash out at insane valuations while the crowd chases the hype.

The math ain't mathing.

So you've got two choices in the next 48 hours:

Chase the most expensive IPO in history at the open…

Or read the prospectus and realize you might BE the exit.

The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do.

Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too.

Many people are going to wish they followed me before June 12, 2026.

Soon, you'll understand why.

[持剑微笑 @yoootea]

统计数字可以造假，人心、社会价值取向、文化想造也造不了，否则掩耳盗铃这词早失传了🤣

[持剑微笑 @yoootea]

中共高层的品质对于管理如此体量的国家来讲严重不足，幼稚、天真烂漫外加心黑、腹黑

一当到总书记就开始变得道貌岸然、不拘言笑，没了最起码的人形、人样儿，位高权重，却也十分可怜、可笑，体制内最大的木偶和受害者其实就是总书记同志----一生都在为权力而战，得到了权力，失去了人格以及人性天良

[加美财经caus.com @CausMoney]

经济学人：中国具有创新精神，但经济为何还是一团糟

一位前中央政府顾问表示，中国领导层对科技竞赛的痴迷，某种程度上像是中了美国无意间施下的魔咒。

这场竞争扭曲了政策重点，使决策层过度关注尖端技术，却没有投入足够精力解决中国长期存在的经济问题。

机器人越来越多，但民众情绪依然低迷。

今年4月社会消费品零售总额同比仅增长0.2%，创下2022年底以来最低水平。当时中国尚未完全走出疫情封控阴影。

今年3月，居民银行贷款余额同比出现历史上首次下降。

无论个别高科技项目取得多么耀眼的成功，都远不足以提振中国民众的信心。

👉 阅读全文： https://t.co/8OUiAC2WFn

[持剑微笑 @yoootea]

现在德性没有了，传统的宗族社会被瓦解了，大家都在用几乎为零的技术门槛（模仿、抄袭、价格战、偷工减料）去玩一场没有道德底线的互害游戏

这种抽干了德性的经济崛起，留下的是一个物质极其丰富、精神却极度荒凉和焦虑的丛林！

[持剑微笑 @yoootea]

@zaobaosg 请高市首相不要发疯，保持冷静💪，你混身上下都是软肋，不缺这个，加一个减一个完全没区别☕️

中国人信奉祸不及家人，道德情操比日本这种劣等民族高出80---200倍🧮

放松，别想多了😌

[持剑微笑 @yoootea]

@zaobaosg 请高市首相不要发疯，保持冷静💪，你混身上下都是软肋，不缺这个，加一个减一个完全没区别☕️

中国人信奉祸不及家人，道德情操比日本这种劣等民族高出80---200倍🧮

放松，别想多了😌

[持剑微笑 @yoootea]

@nagisaf11 如果有来生，我只想当个农民，以种田为主业，再开一家妓院、一家赌场和一所中学作为副业，活得通透平直些，哲学和科技这些乱七八糟的都给我滚一边去😌

[持剑微笑 @yoootea]

@nagisaf11 如果有来生，我只想当个农民，以种田为主业，再开一家妓院、一家赌场和一所中学作为副业，活得通透平直些，哲学和科技这些乱七八糟的都给我滚一边去😌

[まだ面白い @madaomoshiroi]

海辺でこの遊びするのって人間だけじゃないんだねww

[持剑微笑 @yoootea]

@dw_chinese 钱能说清的事不要去扯别的，张口就是独裁联盟，你们从中得到或失去了什么？

从不关心你们的死活，也希望你们不要来对中国指手画脚，你妈逼的配吗？走什么路是中国人自己的选择

欢迎有钱来玩，再见🤓

[持剑微笑 @yoootea]

@dw_chinese 钱能说清的事不要去扯别的，张口就是独裁联盟，你们从中得到或失去了什么？

从不关心你们的死活，也希望你们不要来对中国指手画脚，你妈逼的配吗？走什么路是中国人自己的选择

欢迎有钱来玩，再见🤓

[ABC中文 @ABCChinese]

中国5月出口同比增长19.4%，进口亦增长27.4%，贸易顺差达1054亿美元。

芯片、汽车及高科技产品需求强劲，受AI投资热潮带动，集成电路出口增长111%，数据处理设备增长66.1%，汽车增长39%。

然而中国企业近六成市场份额增长可归因于政府补贴，其贸易顺差占全球GDP比重已超过1%，反映产能过剩问题持续。

[Our World in Data @OurWorldInData]

Where are more people dying than being born?

For most of human history, more people were born each year than died. Populations grew very slowly for most of this history, then rapidly in recent centuries, as child mortality plummeted and people lived longer.

But this is changing. As the map shows, deaths now outnumber births in a growing number of countries across Europe and East Asia.

The balance of births and deaths tells us about a country’s “natural population change” — whether it would grow or shrink without any international migration.

Where deaths outnumber births, the population will shrink unless enough people move in from abroad to make up the gap.

(This Data Insight was written by @_HannahRitchie.)

[Rod D. Martin @RodDMartin]

🧵 China’s population collapse is now mathematically irreversible.

There simply aren’t enough women left of childbearing age.

Even if the fertility rate magically returned to replacement level (2.1 children per woman) tomorrow, the country would still lose more than 40% of its population by 2100.

It won't. The real number is 75%. There's nothing like it in history. 🧵

[持剑微笑 @yoootea]

最顶级的价值，”永远“是关于系统、协议和抽象逻辑的

至今还在为19世纪工业革命留下的大烟囱和钢筋水泥沾沾自喜，根本不懂，真正把人类和猴子彻底拉开距离的，不是粗笨的铁块，而是19世纪那群疯子在黑板上留下的、至今还在死死操控着现代世界运转的无形公式！

醒醒吧，同胞们😡

[持剑微笑 @yoootea]

伟大的博弈: 华尓街金融帝国的崛起，这本书对我影响很大，不是发财，是系统设计的思路深深的吸引了我

债券、票据的崛起是文明的重大进步，财务和银行与之相比是次级部分

财务和银行是本地化、权力化、静态的信任数据库，而债券和票据的崛起，则是把信任标准化、通证化并赋予其流动性的伟大飞跃

[持剑微笑 @yoootea]

19世纪不仅有大机器、大烟囱，它还是现代法律、信用票据、有限责任公司、科学管理和个人产权制度大放异彩的时代，数学、物理学进步幅度之大秒杀当代，熵与能量守恒、麦克斯韦方程组、非欧几何（高斯、罗巴切夫斯基、黎曼）、群论、集合论....等等，一水的从0到1，当代拿什么去比？