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Alpha hunter · Crypto + AI 21入圈,完整穿越牛熊 Built $1M ARR in crypto Growth | Build in public ↓

Joined October 2021
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大佬 Yann LeCun(杨立昆)在 X 上的硬核发言,狠狠戳破了当前 AI 圈狂热的“算力迷信”。简单来说就是:现在的 AI 越来越大,越来越费电,可能根本就走错路了。 现在大家都在卷大模型(LLMs),参数动辄几百上千亿。为什么模型非得这么大?LeCun 解释得很透彻:因为现在的 AI 本质上都在“死记硬背”。它们把全网的知识全都吞进去,存在巨大的参数堆里,所以才能回答你各种五花八门的问题。这就好比一个超级记忆大师,虽然能倒背如流一整本百科全书,但代价极其昂贵——需要吃掉海量的内存、算力,烧掉无数的钱。 但是,我们要的真的是一个只会背书的机器吗? LeCun 提出了另一条路:用真正的“理解”来代替“死记硬背”。这就是他一直死磕的 JEPA(联合嵌入预测架构)世界模型。 说句人话,打个比方:你教小孩什么是“重力”,你不需要让他看遍世界上所有物体掉落的视频,更不需要让他背下牛顿定律的每一个字。你只需要让他扔几次苹果,摔几次玩具,他就“理解”了这个物理规律。 JEPA 也是这个逻辑。它不去强行重建或死记每一个像素或单词,而是去抓取数据背后真正的运作规律。一旦 AI 掌握了这种“常识”,它需要的数据和内存就会呈现断崖式下跌。正如评论区里提到的那个惊人对比:仅仅 1 亿多(109M)参数的 JEPA 模型,在特定任务上甚至能暴打 720 亿(72B)参数的传统大模型。 这意味着什么?这意味着未来的 AI 可能不需要塞满成千上万张显卡的机房,也不需要把整个互联网的数据都喂进去。通过建立对世界的真正理解,哪怕在极低的内存下,它也能极其聪明。 真正通向 AGI(通用人工智能)的门票,或许根本不是单纯的“大力出奇迹”,而是让机器像人类一样去建立认知。现在的科技巨头们都在狂买显卡,但如果 LeCun 是对的,下一代 AI 的终局,可能属于那些真正“懂”这个世界的小模型。
Yann LeCun was right & nobody in this industry wants to say it out loud. 109 million parameters beat 72 billion. He has spent years saying scale is not the thing that makes a model understand the world. Meta bet the other way. He left in November and started his own lab in Paris. Last Thursday he published the proof. The theory everyone has been running on since 2024 is that if you train models big enough, on text, on images, on sound, they all end up with the same picture of reality inside them. Size does it. Nobody ever proved that part. Randall Balestriero and LeCun proved it. And the proof says size was never doing the work. What does the work is which two things you show a model together. A photo and the caption of that photo are two views of one thing. Models trained on pairs like that get there fast. Two paragraphs pulled from the same document are not two views of one thing. Models trained on those get there slowly and expensively. Next word prediction is the second kind. That is what every chatbot in the world runs on. In their tests the first method reached the same understanding after 21.6 million examples. Next word prediction needed 900 million. And a 109 million parameter text model ended up closer to an image model's view of the world than a 72 billion parameter language model was. 660 times smaller.
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JJ retweeted
not only am i not worried about the crypto community's ability to handle the upcoming ai/quantum threat, i will venture to say that in the next 2 yrs the world will realize crypto is far better prepared for it than the rest of the internet and finance. we've had a trillion dollar *irreversible* honey pot for a decade, producing a far more battletested system and adversarial security culture than pretty much anywhere else on earth.
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牛初多点耐心,珍惜筹码。同时牛初也是回调最多最磨人的时候,大家都还困在熊市思维里,btc稍微回调点,山寨的底部获利盘一定会砸。这轮的增量资金还没进来,去看历史上的cex交易量和稳定币的市值,基本都要等btc临近新高了才有增量的新钱进来,6-12个月后回头看,现在几个蓝筹山寨,币股,btc这个位置都很便宜。 选标的的逻辑: 1. 有基本面,有护城河,币价跟业务能挂上钩的龙头标 2. 基本面是跟随币圈流动性周期增长的(想想到了牛市有增量资金了,哪些业务会起飞?dex的交易量,质押借贷池,稳定币的总量...) 3. 全流通,没有机构解锁的,最好洗过至少一轮周期 4. 牛市选山寨其实很简单,去看过去这三个月,哪个跑的最好,大概率也是这一整轮周期最强的标的,有回调的时候猛梭
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Hey @grok which part of the cycle we are in?
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spoke to enough people at the top, you realize the game is actually pretty simple once basic needs are met, everyone starts chasing the same things good sleep, a stable relationship, regular workouts, time alone, books, deep focus, eating on time, and freedom from other people’s opinions funnily enough, you don’t need to reach the top to start optimizing for any of them
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$BTC sits at $76.8K, rejected under the 3D EMA200 at $84.3K. That's the whole trade. Lose the $71.5K cluster on a 3D close, clean path to $65K then $57K. Funding flat at 0.006%, OI $8B — no squeeze fuel, pure structure. Short the rejection.
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JJ retweeted
Now available: ChatGPT for Financial Services. This is a tailored ChatGPT Work experience that combines built-in financial data with GPT-6 Astra’s reasoning. Teams can develop research, build financial models, and create customized client materials. openai.com/index/introducing…
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Anthropic’s Economics team is sharing a new model of how AI might affect economic growth, jobs, wages, and more by 2030. Explore the scenarios, tell us what you think will happen, and see how your answers compare to more than 10,000 Americans. anthropic.com/institute/econ…
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卧槽,熊市结束了!(完整版) 做晚白宫这场会,已经不是特朗普又喊一句利好 Crypto这么简单了。 特朗普昨晚把 SEC、CFTC、Coinbase、Robinhood、Kraken、Ripple、Chainlink、Nasdaq、NYSE 母公司 ICE 全叫到了起,阵容强大。 然后当着这群人的面讲了几件事: 美国讨论过继续增加比特币和其他数字资产; 国会下一步必须推动通过 CLARITY Act; CFTC 正在研究让 Hyperliquid 合规进入美国; 美国必须在 Bitcoin、Crypto、预测市场和 AI 上保持无可争议的领先。 接下来 SEC、CFTC、纽交所、Nasdaq 和 Crypto 公司一起坐进白宫,研究怎么把稳定币、链上融资、永续合约、预测市场这些东西,正式塞进美国金融体系。 Coinbase CEO Brian Armstrong 在白宫直接说,下一场硬仗就是 CLARITY Act 的 60 票。为什么这票这么重要? 因为特朗普支持 Crypto 可以只持续一个任期,但只要市场结构法真正通过,规则就很难因为换一个总统又全部翻回去。 所以今晚真正的大新闻,不是“美国会不会突然买很多 BTC”。 昨晚过后, Crypto 正从特朗普支持的资产,变成美国准备长期经营的一套金融基础设施。 说白了,美国正在抢下一代金融系统的控制权。
今晚2:30,狗庄要密谋大事😂 特朗普、SEC、CFTC,再加 Coinbase、Ripple、Gemini、Polymarket、Kalshi,以及 Nasdaq、NYSE、CME、DTCC,一群能决定美国 Crypto 下一阶段怎么玩的人,直接坐进白宫同一张桌子。 Crypto 原生公司和华尔街最核心的金融基础设施第一次这么整齐地出现。 CLARITY Act 还卡着,但白宫显然不准备继续等国会慢慢磨。现在真正要谈的,很可能已经从要不要监管 Crypto推进到了Crypto 到底怎么接进美国金融系统😂😂
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JJ retweeted
You’ve been trading for years. Is your track record still scattered across multiple exchanges and chains? You trade on Binance, OKX, Hyperliquid and Bybit. You hold assets on Ethereum and Solana. But your history is fragmented. No one sees the full picture—not even you can easily prove your true trading weight. Because your achievements are "invisible," opportunities that should rightfully be yours are slipping away.
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逃避是一种高利贷,你以为暂时躲过的风浪,最终都会以复利的形式向你索要刚性兑付。
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写《如何一分钟抓住下一个Lighter级机会》的作者Roger ,是Lighter 中文社区负责人、隐奢Agency RJ Club @NEXRJ_ 的老板Roger Lighter这波空投大毛,中文社区感谢最多的一个是 Snow ,因为她早期就一直在介绍该项目给KOL们参与 其次是土拨鼠Roger @HassnHh30961 ,他运营了Lighter中文社区,并邀请了许多大户参与Lighter 交易。 Roger 组织过许多Lighter的线上线下的鲸鱼活动,不少Lighter大户因他来撸/坚定信念 Roger 也是RJ Club @NEXRJ_ 的老板,这家快速成长的隐奢Agency 擅长: 1.海外项目亚洲本土化社区运营,如Lighter、Limitless 等知名项目的亚洲社区 2.海外项目的亚洲市场推广,合作了如 Openmind、Canton 等海外知名项目 3.数据增长,比如PerpDex 赛道,除了HyprLiquid一哥、Aster 二哥,其他主要项目如 Lighter、GRVT他也有合作 4.舆情公关,尤其是逆风翻盘的舆情公关,也是多家知名公司的公关伙伴 5.流动性营销
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canton network processes $280b daily in treasury repo settlements through goldman and bnp paribas. $cc has zero vc token allocation, 100% circulating from launch. dtcc just got sec approval to pilot tokenized treasuries on their rails. trading at $2.64b fdv for the backbone of $6 trillion in tokenized assets because defi dashboards can't see institutional settlement volume.
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New Badge Alert: @TheoriqAI Airdrop Qualified? 🩷 If you secured your spot for the @TheoriqAI Airdrop, it’s time to verify it. The Theoriq Airdrop Badge is now live on T-REX! 👇 How to claim: 1️⃣ Go to the T-REX Portal 2️⃣ Connect your qualified EVM wallet 3️⃣ Badge is auto-validated & ready to claim! ⚠️ User Note: First time connecting? The system takes ~24h to sync your history. If you don't see it instantly, check back tomorrow! Claim here: trex.xyz/portal
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I have serious doubts about @CantonNetwork because the economic model of future members having to pay tribute to current members to join has never worked and will just create competitors. But the point about scale and how little is currently onchain so we are at zero is right.
This @Bankless clip is hilarious with @TrustlessState. Very often retail and crypto natives have never heard of @CantonNetwork and when they discover there are trillions of $$ onchain already and the caliber of firms active on the network, their jaws drop, just like David’s here when he realizes $CC is already a top 50 token. Crypto markets have been messing around for a long time. They’re about to find out. I’m looking forward to hearing their interview with Canton in January where they’ll learn how open and public the network is and why both institutions and crypto startups are joining.
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one badge and a dream
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分享一下最近的战绩🦀 目前我们社区 @CramSchoolClub 在 , 有2个战队,(一个排名第6,另外一个排名151名🤔) 最近社区有小伙伴在问我:有什么好的角度可以参与 @TREX_chain ? 以及做哪方面有优势来着🤔 目前可参与的:徽章/积分/战队/nft 1️⃣ 徽章 在完成基本任务之外,可以重点关注一下项目方发布的最新徽章连接着市场最热门的项目,说不定就有你在做以及你感兴趣的项目,然后连在一起做1鱼多吃。 2️⃣ 如何获得积分? 目前细分为3个板块:日常/基础/特殊 日常:偏打卡类,每天打卡即可(nft可每天多获得积分) 基础:根据你获得的徽章可以相对应积分(个人感觉整个系统相辅相成) 特殊:不定时恭喜一些特殊的任务,可获得额外的积分(注意提前完成哦,说不定什么时候就结束了) 3️⃣ 战队 听说后面好像会有战队赛有奖金的那种,所以要加入一个好的战队真的至关重要的🦀不仅仅可以赚钱,出门说自己是建设者,目前战队排名多少,脸上也会有光🦀 目前我们社区有2个战队: cram school 一队:后面会精益求精一些,冲击前3名,如果有想法的小伙伴可以随时dm联系我或者进tg社区留言。 cram school 二队:相对应会偏休闲一些,但是会努力冲击到前10名内。 (进来的小伙伴注意一下都是要做战队任务的,如果长期没积分有可能会被认定是机器人自动清退🦀) 4️⃣ NFT持有 官方格局巨大都是免费mint,并且与他们的徽章/积分/战队系统深度绑定相辅相成,如果你看好trex ,那么他们的nft真的就是闭眼入,除此之外还享受空投预期🦀
以前我总觉得大晚上不睡觉还跑去喝酒的人多少有点毛病 直到现在我开始失眠🤣 我在想:是不是我去喝点酒就能睡觉了? 最近这2天收到2份大使的offer都是顶级项目的大使(perps,预测市场,dex,defi,AI等项目大使我貌似都有在做) 在 @TREX_chain 做大使,目前第一个战队排名第5名,但战队人数满了,特地给大家开了第2个战队code:PEIOXO 猜一猜冲前10名一个月时间够不够? 欢迎加入我们社区 @CramSchoolClub 我们是一个专注于中文社区建设的温暖大家庭,致力于“帮助更多的人”一起成长、一起变强。 如果你想结识志同道合的朋友,不妨加入我们社区 TG社区:t.me/CramSchool_03
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Funny thing about screen time: you need to put in an insane amount of hours to learn the game of trading. But once your systems are refined, continuing to spend the same number of hours often works against you. You start making mistakes, not because your process is wrong, but because you deviate from it. Noise from outside (other traders opinions on CT, constantly staring at the charts, etc) starts to override your own framework. In the long run, a clear mind with sharp, decisive thinking outperforms endless screen time.
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just got a new banner, what do you think fam?
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