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Terence Bitcoinic

Terence Lam
Hundreds of paid subscribers

Forbole 共同創辦人 Terence Lam 的博客。

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues527Founded3 years agoLast Issue4 days ago
Active
Language
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Latest Issues

解讀 Howard Marks 最新觀點 (20260923)

重溫近期 YouTube 內容:

  • 20260922 不是高息,而是利率正常化?

  • 20260918 又快講幾句議息後我最新看法

  • 20260916 Crypto 向下突破?快講幾句。

我會先以 Howard Marks 最新訪問作開場,我用 Gemini 將該訪問以 Howard Marks 的 Memo 系列風格寫成文章:

Daily Bitcoinic

Howard Marks latest thoughts on the marke...

4 days ago
1

不是高息,而是利率正常化?(20260922)

重溫近期 YouTube 內容:

  • 20260918 又快講幾句議息後我最新看法

  • 20260916 Crypto 向下突破?快講幾句。

本來在週末寫了以下內容,準備昨日 (週一) 再修修然後拍片,結果忙了一整天,回過頭來就看到 BTC 急升。但既然都寫了,還是留個記錄吧。。。


聯儲放鷹、十年期美債息率升越 5%,連小弟做的一個月美債都試過破 3.9%,照正常劇本,美股、黃金與 crypto 應該一齊受壓。結果卻不是這樣:美股在議息翌日...

5 days ago
3

市況怪異 (20260915)

重溫近期 YouTube 內容:

  • 20260913 每日改進 1% 唔係任何時候都 work

  • 20260912 最後我還是揀了 Alphabet

  • 20260910 單身女性現象是合理的人類進化結果

  • 20260909 賽後檢討幾筆期權交易

  • 20260907 如果冇大學學歷,好唔好再讀返個自資學位?

  • 20260906 香港(男)人通往財富之路既心得

  • 20260904 單身男人是合理的結果

    • *...
12 days ago
4

應否對沖 Crypto 好倉?分享我的思考過程(20260911)

重溫近期 YouTube 內容:

  • 20260910 單身女性現象是合理的人類進化結果

  • 20260909 賽後檢討幾筆期權交易

  • 20260907 如果冇大學學歷,好唔好再讀返個自資學位?

  • 20260906 香港(男)人通往財富之路既心得

  • 20260904 單身男人是合理的結果


前天 ATOM 急升後急回,然後到 KAS 昨日急升又急回,傳統智慧告訴我們,crypto 資金追長期落後的項目,有不俗機會是幣市大...

16 days ago
3

單身女性現象是合理的人類進化結果

歡迎瀏覽相關 Threads 文。

我認為香港單身女性的現象蓬勃,是現代社會發展到極致的合理結果,更可以算是一㮔進步。婚介公司常常掛在嘴邊的「女多男少」,我個人觀感並非如此,這只不過是為了製造焦慮、掏空單身人士錢包的營銷手段。

單身女性現象是一個上升螺旋。首先,Hypergamy(向上擇偶)完全合理,女性想找條件比自己優秀的伴侶 - 比自己高,比自己富有,甚至是要選帥哥,都是人類千萬年來的演化與基因使然,因為女性才是關係的 gatekeeper,是她們在篩選誰人的基因能繁...

17 days ago
3

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  • Terence Lam

    Co-founder of Forbole. Bitcoiner. Kaspian.

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