NH (🦍,🦭,🦄,🤡) (@tsui3) header
NH (🦍,🦭,🦄,🤡) (@tsui3) profile picture
Joined July 2009
Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)Photo by NH (🦍,🦭,🦄,🤡) (@tsui3)
NH (🦍,🦭,🦄,🤡) retweeted
Let's go! @samconnerone I'm ready. Sign me up.
Today's Agentic Demo Day in Arc House was rock solid! I can't wait till we host another one. Perhaps we can get @jerallaire in as a special guest 🤗 Watch the full video now: community.arc.io/home/videos…
23
43
6
243
32,438
NH (🦍,🦭,🦄,🤡) retweeted
Anthropic 上线了一个完全免费的官方 Claude/Claude Code 相关的学习平台 。 刚才看了下,目前一共有 13 门课。从零基础的 Claude 怎么用,到硬核的 API 开发、代码集成和 MCP 协议全都有。 👉 重点来了!刷完课会有官方的结业证书,可以直接挂到 LinkedIn 或者加到简历里! 看到推上已经有人在感慨,说现在把 Claude 玩明白,就跟在 90 年代精通 Excel 一样,绝对属于核心竞争力了。平时市面上各种几百上千块的 AI 课满天飞,质量还参差不齐,别买!看官方的完全够了!。 我打算这周末抽空去过一遍,到时候再跟大家分享经验总结 🔗 anthropic.skilljar.com/
46
661
25
2,242
232,726
NH (🦍,🦭,🦄,🤡) retweeted
Sweet Baby Inc. scrubs website of clients, relaunches and minimizes DEI. They're scared! Nobody wants to hire them. Nobody wants to be on their website. Every game they touch loses money. Keep shining that light @SmashJT
BREAKING! Sweet Baby Inc. Website Goes Into LOCKDOWN!! WATCH: youtu.be/GhVuxP2ZfHg
245
1,058
35
10,184
202,923
NH (🦍,🦭,🦄,🤡) retweeted
IGN is not a real company.
41
43
7
366
9,281
NH (🦍,🦭,🦄,🤡) retweeted
Something big happened yesterday and most people missed it. Every theory we had about the uglification of women in AAA gaming turned out to be true. Look at what happened to Jean Grey from @insomniacgames Marvel's Wolverine from these leaked early screenshots of the first, beautiful model, to the masculine, world weary version we have today. They are ruining @Marvel And yes, Marvel's Wolverine is a Sweet Baby Inc. game. We were told it was the difficulty of scanning actors, or just tricks of light and bad screencaps. We were told we were incels for even questioning it. As a game dev, I knew this was BS. As gamers, YOU knew it was BS from comparisons with Asian games. Yesterday, we found out. A Principle Artist (read this as lead) at major studios including Naughty Dog, Rocksteady and Respawn told the truth... (con't) 🧵
1,254
2,761
511
23,468
3,603,937
NH (🦍,🦭,🦄,🤡) retweeted
Black Myth: Wukong 7 Million Dollar Shakedown by SBI? @BlackMythGame Developer, Game Science, claims companies like Sweet Baby Inc. are asking the studio for $7 Million in "guidance" fees to fix their game and studio image. Game Science was slammed by @IGN for it's founder's sexual innuendo and remarks which they claimed was sexist. The studio claims the attacks were made in order to extort the "guidance fees" which they refuse to pay. The founder of the studio has a controversial style that easily get him in trouble with the wrong-think crowd.
>Chinese media: 'Black Myth: Wukong' refused to be extorted $7 million by SweetBaby. English: The reason why the team behind "Black Myth: Wukong" has been subjected to persistent sexist attacks and slander since their first promotional video is because they have consistently refused political correctness guidance and rejected the extortionate guidance fees of millions of dollars demanded by these political correctness teams. Actually, such teams are quite common in Europe and America. They interfere with works like "Assassin's Creed" "Dying Light 2 Stay Human" and "God of War" by pushing for politically correct female protagonists. These changes are the direct result of the interference and guidance of such teams. Game science teams refuse to communicate with these groups and reject their interference. Most importantly, they refuse to pay the exorbitant $7 million in guidance fees. This is the direct reason why they are being attacked and slandered. Some justifications are based on the team's lack of diversity or representation, which doesn't align with the political correctness standards. A typical example is an article by a major IGN writer criticizing "Hogwarts Legacy" and refusing to evaluate or promote it due to its alleged lack of political correctness.
839
1,901
318
12,911
908,103
NH (🦍,🦭,🦄,🤡) retweeted
#RGBPP $Seal 社区召集令 1000枚 $Seal 等你来拿! $Seal 社区由RGB++协议代币 $Seal holder组成,目前已经设立了社区官推和tg进行自治,为了凝聚共识,增强力量,向大家发出社区召集令,召集所有的 $Seal holder、 RGB++协议关注者加入社区、宣传社区、建设社区! 48h后,我们将在参与本次活动的朋友中,抽取5位平分1000枚 $Seal ;抽取 10 位获得神秘礼物一份。 参与方式: 1. 关注 @btckbseal , 加入t.me/sealrgbpp 2. 在 X id后面加上 ‘RGBPP Seal’(eg: 大聪明 RGBPP Seal) 3. 转发、点赞本文,并评论@三个好友,说说你眼中 $Seal 的优势 什么是 $Seal ? $Seal ,是RGB++协议团队部署的第一个代币,全部以free mint形式公平发射。 $Seal 的命名一词双关,既代表了RGB++协议采用的一次性密封(single-use seals)技术的“密封”,体现RGB++协议资产可以实现近乎BTC主网的安全性;又有“海豹”的意思,寓意着正如海豹可以在水路双生一样,RGB++协议提供了L1/L2的二象性,资产可以自由在一二层转换。 作为RGB++协议最广为人知的资产, $Seal 已然成为了协议的“超级节点”和外部“金铲子”。截止此时,RGB++生态内的 @HueHubOfficial 、 @Nervapes 、 @WORLD3_AI 、 @SilentBerryNFT 等项目均已经或即将对 $Seal 进行包括但不限于空投白单、建设专有资产、作为治理代币等赋能。而生态外的优质项目方如 @ShellFinance_ 等也对 $Seal 进行了白单空投,数量与同为BTC创新资产协议龙头代币的 $Ordi 、 $Dog 一致。 购买指南: ①推荐使用Joyid 或 Gate钱包,均已经支持RGB++协议。 此外,在Joyid 钱包内,内置了二级交易市场的通道,并可以进行L1/L2 Leap。 Unisat、Okx钱包也可以使用,但尚未完全兼容新协议,为避免烧毁资产风险,建议使用新钱包进行购买。 ② $Seal 作为 RGB++生态代币,既可以选择使用 BTC在一层进行购买,也可以使用CKB在二层购买。Joyid 钱包在左上角即可切换一层/二层。 一层购买网址为 Huehub:huehub.xyz 二层购买网址为 Omiga:omiga.io 注意:如果使用 Unisat、Okx 钱包,则 $Seal 购买后暂时无法在前端显示,只能在链接交易所后看到。 $Seal to da moon !
104
79
16
126
40,608
NH (🦍,🦭,🦄,🤡) retweeted
𝗕𝗶𝘁𝗰𝗼𝗶𝗻, 𝗖𝗞𝗕, 𝗮𝗻𝗱 𝗥𝗚𝗕++: 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗸𝗻𝗼𝘄 Bitcoin (L1) and CKB (L2) are blockchains that are philosophically aligned on many levels. Both envision the future of P2P money as fundamentally censorship-resistant, immutable, permissionless, with decentralization and security as top priorities. CKB essentially extends Bitcoin functionality and scaling, without trying to shoehorn EVM where it doesn't belong. CKB follows in the footsteps of #Bitcoin by implementing POW with a fine-tuned Nakamoto consensus (NC-MAX) and a highly programmable, generalized UTXO accounting model that tokenizes state and can store any arbitrary data. CKB posits that UTXOs are inherently more secure and scalable than Ethereum's account model. CKB was designed with efficiency and sustainability in mind: it solves state bloat through targeted state rent and utilises a tail emission as an inbuilt long-term security budget. You can think of Bitcoin's POW+UTXO as v0, CKB iterates on these to create much more dynamic versions of both. One of the hallmarks of CKB is its extreme flexibility. At its heart is CKB-VM - a custom-built RISC-V based virtual machine that can adopt any cryptographic standard. This means it can connect to any chain and implement any protocol instantly. It has already implemented quantum resistant algorithms and WebAuthn standards (Passkeys). Such functionality can be added permissionlessly by anyone, no hard forks needed. It is the ideal canvas for building an entirely new class of applications. For more information, check out the in-depth @NervosNation explainer videos. RGB++ is a marvel of engineering that connects #Bitcoin and $CKB trustlessly and bridgeless-ly with no central point of failure. Using single-use-seals to issue assets and UTXO isomorphic binding to map their respective UTXOs, users can manage assets across both chains with no intermediary. For Bitcoin users, they can use their existing keys and wallets to use their assets in turing-complete smart contracts. The Bitcoin ecosystem finally has the tools and programmability to rival any smart contract platform, with CKB functioning as its execution and data availability layer. As you can see, CKB/RGB++ is the most well-developed and feature-packed L2 solution to Bitcoin, and it achievies this without compromising to Bitcoin's core principles. Expect a video explainer to drop on this in future and follow me for more CKB/RGB++ alpha. Some important accounts to follow: @NervosNetwork @ckbcell @CKBEcoFund @joy_protocol @DIDbased @crypcipher @busyforking @NervosNation @Cryptape
30
74
10
214
23,814
NH (🦍,🦭,🦄,🤡) retweeted
Introducing the $seal on RGB++, If @binance wants to continue leading the industry, they should not miss this opportunity. Seal is the first test token for the RGB++ protocol and, so far, serves as a super node connecting all Dapps within the RGB++ ecosystem. In my opinion, $seal's relationship with RGB++ is akin to Ordi's relationship with BRC20.. Reasons: ① The RGB++ protocol represents another revolutionary advancement within the Bitcoin ecosystem. Through UTXO homomorphic binding technology, the RGB++ protocol achieves smart contract capabilities while maintaining security close to that of the BTC mainnet. The emergence of the RGB++ protocol means that BTC layer 2 solutions no longer only rely on the EVM route but also have a more native one —— UTXO route. Undoubtedly, the importance of this protocol can rival that of the Ordinals and Brc20 protocols. As the first token deployed by the protocol's creators, $seal holds far greater significance and consensus cohesion than any other token. ② As the first token of the RGB++ protocol, $seal has been empowered by ecosystem Dapps to become a super node within the ecosystem. For instance, the RGB++ protocol's Dex, Huehub, has designated $seal as the platform governance token. Holding $seal allows voting on whether projects should be launched through the Launchpad. Additionally, the first Dobs on the RGB++ protocol, @Nervape, conducts whitelist airdrops for $seal holders. Furthermore, in the autonomous world project within the RGB++ protocol, @WORLD3_AI , exclusive scenes such as the Seal-themed arena have been constructed, with plans to continue supporting $seal. In the future, the stablecoin project within the RGB++ ecosystem, Stable++, will also allow RGB++ assets, including SEAL, to be staked. ③ Meets Binance's requirements. Sector: $seal serves as both a representative token within the RGB++ ecosystem (BTC Layer 2 sector) and as a governance token, functioning as a super node for the entire ecosystem's development. Its adorable name also adds meme significance. From any perspective, Seal deserves a place on the best Cex. FDV and liquidity: With a current market capitalization of less than $20 million and 100% liquidity in circulation, $seal meets the criteria of "low FDV and high liquidity." The project has no reserves, being entirely a 100% free-minted token without an owner. Community: $seal has already established its own community and rallied a large group of steadfast holders for community development. The community is managed and operated by several outstanding individuals as well as long-term investors and builders within the Bitcoin ecosystem. Additionally, members of the $seal community are willing to donate a portion of their $seal tokens. On one hand, this is to provide initial liquidity and meet exchange compliance requirements. On the other hand, it also will be used to actively supports the advancement of BTC ecosystem, RGB++ technology, and homomorphic binding technology in the innovation and development of assets across the entire BTC Layer 1 protocol, thus fostering overall progress. In this bull market cycle, the BTC ecosystem is poised to be a significant driving force. We've observed exchanges like Binance and OKx making early moves to position themselves within the BTC Layer 2 landscape. With the RGB++ protocol being the only one implemented on BTC Layer 2 and representing the most significant innovation, it has garnered considerable attention. Undoubtedly, SEAL, as the protocol's beta token, an ecosystem cornerstone, and a super node, will soon attract the attention of CEXs——will Binance be the first? @binance @heyibinance @BinanceResearch
13
19
4
37
10,816
NH (🦍,🦭,🦄,🤡) retweeted
沥血超长文,阐述抄底的价位与条件:计算未来政策与流动性基本面,目前宏观多空博弈概率,最后给出我对底部判断方法以及下注条件(帮忙转发) 先简单结论:生死劫中JPow与Yellen已尽洪荒之力,竭力维持6月底前流动性不减。如能冲破结界(通胀)虽无狂暴牛市,但可逃一劫;如无法打开,那多头将一溃千里。此处驳斥Arthur Hayes喊单文,我认为上下概率5-5,但赔率不同,赌徒下注虽胜尤败 我对筑底判断与大部分人有逻辑的迥然不同。这个时点,我认为的BTC挖矿成本、多空仓位、历史走势、牛熊周期、山寨现象等等,都完全无关紧要None of them matters。小资产的内生逻辑都必须屈从宏观神魔对决 有个不容反驳的基本事实:BTC是无利润的超风险资产,直接影响最大因素是(1)流动性(2)长期利率 对下文不懂的,可重温鄙人巴丹战役长文。联储与财政部正联合全力维护6月底前流动性与利率,暂时弃守Q3-4,等待数据转机。为多头站台 不过6月前也仅仅挤出了1900(TGA)-(QT)950-600=350亿,而3Q则需要减少-1000TGA – 600x3 = 2800亿流动性。财政部顶着巨额融资需要硬将coupon(长债)发行在6月底前持平,但无奈地3Q、4Q分别增加1850亿、3390亿。所以6月后将有更多10年期供应,并同时面临流动性缩减!6月后,如没有联储介入,长期利率将毫无疑问地升高,通杀风险资产。面对现在通胀数据,JPow已经尽量把话说到最软了。但如果通胀情况不改善,就只能坐视流动衰竭。他们两个太了解多头踩踏了~ RRP回旋镖:怎么出去怎么回来的RRP。在联储最需要控制通胀的22年,RRP如蓄水池一般泄洪。到今年3月,平均2000亿/月增加流动性。而当他们现在需要流动性支持的时候,RRP却消失了。因为6月前T-Bill短债净发行-1000亿,货币市场基金本来就在RRP与T-bill之间切换,最坏情况6月前,市场可能因为RRP而减少1000亿流动性 I.宏观神魔多空对决: 多头仓位拥挤,随时有踩踏风险: 所有熟悉美联储政策的:记者(Nick)、投行(高盛)、基金(PIMCO Ackman Druck)全都认为美元已进入降息周期。因为联储明示、暗示的指引政策在年初非常明确,既然JPow预设立场是想降息,且通胀下行已经形成趋势,没有钱会Fight the FED。PIMCO Ackman Druck全是重仓债券多头,压住利率下行,越是信息灵通,头寸越重。但是PCE让所有人史料不及,而且由于3月JPow非对称性表态(表态1月通胀数据是个奇异点),大部分多头没有及时撤离。一季度PCE再度变差,市场利率一天飙升40bps直接活埋所有多头。现在利率还能维持在4.5-4.6%是因为 (1) 防止踩踏,多头一起护盘。赌通胀未来两个月变好 (2) 联储与财政部态度明确,都作多头后盾 (3) 通胀数据确实受大量滞后因子影响 (4) 多头实力雄厚,都是债市的大鲸whales,空头需要更好时机出击,才能击垮他们 但是多头最大的不利条件就是“孤军深入”陷入白马之围。自从发出降息预期,10年债券从5%开始涨,Nasdaq上涨20%,BTC上涨100%+,中间都没有像样的调整过! 压住数据变好,那么如果压错了呢?如果影响1Q通胀的滞后因素,同样影响了4、5、6月呢?哪怕只影响4月份,多头还能如此淡定么?现在利率市场都知道多头头寸在什么位置,哪怕在出一个通胀超标数据,空头蚁聚,多头很容易踩踏。不容辩解的是,10年利率快速上升,比抽流动性影响更大,会通杀所有资产!!哪怕BTC矿机成本在10万,也要下跌 因此在考虑BTC是否阶段性筑底,是否压注之前,要了解这个大风险的存在。虽然我也倾向于通胀是滞后因素造成不能持久,但是我无法判断滞后需要多长时间调整。时间而非结果,才是影响胜负的关键 仓位拥挤,如果踩踏,那么必然是伏尸百万、血流千里 II. 近期没有狂暴的牛市: 没有Yellen出手,就没有狂暴!即使多头压对宝,通胀真的缓解了。风险资产特别是BTC短期也不会再有狂暴牛市。如果在风险资产中选择,Nasdaq中特别是AI相关公司如有业绩支撑,表现会优于仅依靠流动性的BTC,主要原因还是钱与利率。 QRA的计划已经非常清楚了,挤牙膏坚持到6月,Q3-Q4靠联储。财政部既然不敢拿1万亿跳出来助选,也就没有流动性泛滥。美国“不负责任的货币政策”就需要等到联储转QE,这个过程还需要克服可能的通胀。只能说是,路漫漫其修远兮,吾将上下而求索 何时可期?我的判断必须在引发衰退之后,经济才能摆脱通胀回到2020年之前的轨道,利率趋势才能被扭转。 在此之前依靠财政赤字增长的国债利率会趋势性继续升高(可见QRA Q3-Q4)。而衰退可能由 (1) 财政政策缩减引发 (2) 也可能由于利率上升过高引发 5年期没人可以想象,美国经济能在FF 5.25%,10yr4.5%利率下持续高速运转。为什么呢?国债驱动!美国总债券发行量(corp + treasury)有将近80万亿。每年5.5%的名义GDP增长,债券规模也必须相应增长5.5%。 疫情后,私营部门债券增长能仅1~2%,为了维持5.5%的目标财政不得不每年消费,并向市场供应10%的国债增长,对应1-2万亿美元/年。巧媳难为无米之炊,必须向市场借贷。因此不管联储是否降息,供应面下10年利率年底会更倾向于5%而不是4%(非常重要!!!)供应太大国债就好像神话中受到惩罚的西西弗斯,将巨石推上山,还会砸下来。而如果Trump上台并决定控制赤字,总债务无法仅仅依靠私营部门1-2%增长维持在5.5%的,MV=PT!因此名义GDP必然缩减,衰退会随即而至 如果不降低赤字呢?我们不知道AI技术革新后,利率极限在何处,何时会影响7仙女盈利。但是,更多债务需要更多买单方,需要提供更高收益,持续长端利率的上升终将导致衰退也是经济铁律。 无论如何产生,衰退的结果都是风险资产通杀。而在此之前长期利率趋势性看涨。BTC买家即使压中多空博弈,反弹上涨之后,合理情况下长期趋势(1-2年)也需先在衰退中见底,才能在宽松中见狂暴 III. 阶段性底部: 很多投资人并不是年度持仓,需要寻找这次下跌的阶段性机会。我认为BTC历史走势没太大参考价值,阶段性驻底的基本条件是市场适应新的流动性状态。 不能光看流动性,而要看变化量与价格对应变化的幅度。好像把人丢入冰箱,他会打寒颤。即使暖和一点点也无济于事,而更冷一些则要被冻僵;慢慢适应了,对冷热反应对称才算正常;而等冻的差不多,不怕冷了,稍微暖和一点就很舒服,才算筑底。 6万内的BTC似乎正在接近这个价位,但是我判断还没到。以今天5月3日为例,利率大跌USD10yr从4.63%到4.56%一天下调6bps!;美元猛贬DXY从106.5到105.1;昨夜Nasdaq上涨1.5%,且BTC刚刚2天前从6.4万跌落,面对如此大的暴力上涨机会,目前反弹程度远远、远远不够。说明对利好、利空消息的灵敏度还不对称,价格仍在高位。需要更多市场利好才能推动,而反向则一推即落。筑底条件是BTC对于流动性减少,或者负面消息,特别是通胀、联储等负面消息敏感度下降! 我们面临的情况已经非常清晰: 1. 只要联储不大放水,中期都难有大行情(防御降息不算,衰退才是大放水前提) 2. 短期看宏观面通胀数据是否能迅速改善,联储重回降息通道,维持股债多头不崩。崩盘则伏尸百万 3. BTC和所有币圈资产没有到阶段性底部,只能说在走向阶段性底部的路上 4. 即使数据改善,联储有机会防御性降息,没有TGA支撑,反弹幅度也受限于QRA供应长债规模。长债利率会像西西弗斯一样一直攀高,无论联储怎么努力 5-5概率,赢了赚一些,输了赔条命。赔率不合适,而我的风格是不怕错过、只怕失手的。我不会抛售港股多头,作预防性局布局的。要知道投资“渣男”选择是很多的。即使多头胜利,按照上面的长期利率推算BTC收影响大,跑不赢有收益的NVDA。 问:从鼓吹Yellen牛市,到此发生了什么? 本来手牌就只有一对王炸,选择不出的话,那就无所顾忌了。 但是,我知道这个逻辑并不是所有“羊”都会认同,他们双眼只会盯着眼前的币,生怕今天不吃明天饿死。我也怕"羊"错过“牛”市怪罪,明确表示6万下,任何下跌,买入均无可厚非。 (有耐心全文看完的,可留言告知)
184
166
14
512
222,291
NH (🦍,🦭,🦄,🤡) retweeted
Why should you be excited to be an $FJO token holder? Fjord is set to roll out a ton of valuable features on the platform soon to drastically grow its revenue streams & improve user experience, with $FJO stakers receiving perpetual airdrops and revenue share. Let's dive in 👇🧵
103
515
37
1,071
98,838
NH (🦍,🦭,🦄,🤡) retweeted
✨Element Lucky Draw✨ 😉Haven't snagged your Nervape WLs yet? Seize the chance now! Element is teaming up with @Nervapes to #Giveaway 30 Nervape Bonelists. 🍖🐵 ⏰Time: Apr. 23 - Apr. 25, 15:00 HKT 👉Join Now: element.market/launchpad/eve… *We recommend using a newly created, independent wallet for participation in this event. Please ensure that this wallet does not contain any BRC-20 tokens, RUNES, or any other types of assets. #Giveaway #Nervape #ElementNFT #NFT
82
8,588
13
649
131,385