btyc
btycA middle-aged guy who loves to dig into things and monologue out loud
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 23 | Subscribers | Read | btyc.substack.com |
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10月10號崩盤的真相
老實說，我一直覺得有收割行情，但我不知道會在什麼時間點精確到來。只是剛好在寫上一篇關於區塊鏈鏈上數據的文章時，順手排查了一輪鏈上活動。
一部手機看清時代的轉折
當人工智慧成為人類認知的延伸，
TSSI 數據中心的隱形工匠，還是高估的資本幻象?
當人們談論 AI 時，焦點總落在那些最顯眼的地方：晶片速度、模型效能、軟體演算法。但在這些耀眼舞台背後，還有一條同樣重要的產業鏈，如何把一顆顆晶片、伺服器、散熱模組與網路設備，組裝成能穩定運作的巨型運算平台。
區塊鏈的幣價到底由什麼決定?
在加密貨幣市場，價格先有路徑，後才有敘事。這條路徑由流動性塑造，做市商在中心化交易所與去中心化交易所 ( CEX/DEX ) 收窄或放寬價格差、移動買賣牆，項目方控制 Liquidity Pool 流動性池子，交易所調整配對路徑與永續合約費率參數，當成交深度被重新分配的那一刻，已經決定走勢。消息多半只是點火，而真正推動價格移動的是 AMM 池子的深淺、流動性控制權在誰手上、價格分佈在哪、以及預言機的錨價機制。
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The writers behind this newsletter.
投資人二代，自小被當「理財小孩」養成。長大後沒跑掉，反而更著迷於尋找中小型的科技黑馬。涉獵廣泛，只要有趣的東西都喜歡研究。人生理念是愛老婆發大財
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