STi克莱小汤
7年公链早期投资&咨询顾问(Algo,Near, Securitize CHZ,SOL,BAT, Ampl)等，券商&媒体特邀作者 ；Tesla、GM韩国政府等国际项目与CFT管理经验/ 工硕 。喜欢周易，善为先，运相随，鸣谦吉—7年内数次提前数周/月提醒大趋势点，大趋势大道不可逆，让信任的人得到提醒吧。推特发比广场少
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If you want to make quick money from investment, the basic outcome is to give away money,
If you want to earn long-term value from investment, it often may bring surprises instead.
If you want others to take over your investment, you will ultimately be swallowed by even darker hands.
If you want to learn and share together through investment, it will be easier to accumulate value and merit.
In short, you must be true to your conscience; only then can some invisible forces be activated in the midst of it all. This is also an interesting deep-level philosophy, the way of balance.
$BTC $ETH $BNB #加密市场观察
If you want to earn long-term value from investment, it often may bring surprises instead.
If you want others to take over your investment, you will ultimately be swallowed by even darker hands.
If you want to learn and share together through investment, it will be easier to accumulate value and merit.
In short, you must be true to your conscience; only then can some invisible forces be activated in the midst of it all. This is also an interesting deep-level philosophy, the way of balance.
$BTC $ETH $BNB #加密市场观察
Quick Understanding of Chain Abstraction (Seamless Use of Multiple Chains)
The core goal of Chain Abstraction is to make users 'unaware of the existence of chains.'
In the current Web3 world, the experience for beginners is poor and requires learning a lot of pitfalls knowledge. Chain abstraction aims to bundle all these underlying dirty tasks, allowing users to quickly apply different public chains.
What is Chain Abstraction?
Chain abstraction is a design paradigm that separates the underlying complexity of blockchain (such as different ledgers, consensus mechanisms, gas fees, and signature algorithms) from the application layer.
Its core elements typically include:
1. Unified Account: Users only need one account to be universally applicable across all chains.
In the current Web3 world, the experience for beginners is poor and requires learning a lot of pitfalls knowledge. Chain abstraction aims to bundle all these underlying dirty tasks, allowing users to quickly apply different public chains.
What is Chain Abstraction?
Chain abstraction is a design paradigm that separates the underlying complexity of blockchain (such as different ledgers, consensus mechanisms, gas fees, and signature algorithms) from the application layer.
Its core elements typically include:
1. Unified Account: Users only need one account to be universally applicable across all chains.
$LUMIA What the hell is this public chain, can it drop to this FDV valuation? And the connections and resources are still so good, every now and then members of Congress hold meetings on the RWA framework together, it wasn't like this during the origin phase, right? After changing coins, the inflation has been so high that it just keeps crashing, unbelievable~~~@Lumia
In the era of AI, electric power is the key; without electricity, no matter how powerful GPUs and AI are, large-scale operations cannot function. China 🇨🇳 is truly the GOAT in power generation, just lacking in the stock and token markets.
$BTC $NEAR $BNB
$BTC $NEAR $BNB
$BERA is about to enter the unlocking period. It’s a pity, otherwise I would want to buy a little for the long term. The unlocking volume has expanded so much in half a year. The good and bad are very obvious. The good is that I might get a token with a very high cost-performance ratio, and the bad is that if there is no sustainable bull market, it will be very painful. #加密市场观察
Interesting, Polymarket seriously predicts that the price of 2026 $BTC will only reach 250,000 with a 5% Yes, but surprisingly 49% predict that Grand Theft Auto 6 will be released before reaching 1,000,000. Polymarket is truly a joyful place for hedging #比特币2026年价格预测 .
$SOL and $NEAR collaborate via NEAR Intents on $STRK , NEAR is a project with strong technical capabilities but weak marketing (though better than Algo market). As a T1 AI blockchain in the crypto space, it has not capitalized on this core strength through hype, campaigns, or brand building to objectively communicate its long-term value, which is an area needing improvement by 2026. @NEAR Protocol #加密市场观察
AI Startup Selection Analysis: Cost and ROI Comparison of Decentralized Cloud and On-Premises GPU Deployment
AI startup selection analysis: Cost and ROI comparison of cloud-based and on-premises GPU deployment (this article is official content provided by C-95, used for summarization and research study)
Here is a detailed cost breakdown for cloud-based and on-premises (on-prem) GPU deployment.
1. Cost data comparison
• On-prem deployment: The initial investment for a 64-core GPU cluster is approximately $38,000, with an additional annual power cost of around $4,200.
• Cloud leasing: The cost for equivalent cloud resources is approximately $2,800 per month.
2. Break-even analysis and usage scenario evaluation
Here is a detailed cost breakdown for cloud-based and on-premises (on-prem) GPU deployment.
1. Cost data comparison
• On-prem deployment: The initial investment for a 64-core GPU cluster is approximately $38,000, with an additional annual power cost of around $4,200.
• Cloud leasing: The cost for equivalent cloud resources is approximately $2,800 per month.
2. Break-even analysis and usage scenario evaluation
Warren Buffett once said 'Bitcoin does not generate value,' just as he feels gold has no value either, but the definition of value varies from person to person, and the same asset can have entirely different values across different time periods and external environments.
Storing value through gold is also a form of value; perhaps it doesn't fit the concept of cash flow growth in value investing.
As the ecosystem of $BTC continues to develop, other cryptocurrencies such as $ETH $BNB are also included. If certain chains or protocols can provide stable income and equity distribution for Tokens in the future, their valuation models may significantly converge with those of traditional companies, or even give rise to entirely new valuation models.
Storing value through gold is also a form of value; perhaps it doesn't fit the concept of cash flow growth in value investing.
As the ecosystem of $BTC continues to develop, other cryptocurrencies such as $ETH $BNB are also included. If certain chains or protocols can provide stable income and equity distribution for Tokens in the future, their valuation models may significantly converge with those of traditional companies, or even give rise to entirely new valuation models.
STi克莱小汤
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The Key Value of Munger and Buffett's Long-Term Thinking Model for Web3
Author: STi, Silver Moon, Nahida
When the blockchain industry entered the high-speed cycle from 2020 to 2026, its core contradiction remained unchanged: cutting-edge technology follows strong cycles and early-stage speculation; genuine long-term value creation remains rare and difficult to quantify, or the concept of value is understood differently. This closely resembles the early stage of tech stocks in the last century and directly contrasts with the investment framework consistently upheld by Munger and Buffett for decades. Although Buffett and Munger have consistently publicly opposed BTC—or perhaps it's a secret they won't admit—on one hand, it may stem from a long-standing habit of the Old Money model, and on the other hand, they oppose 'high premium expectations under extreme uncertainty' and 'valuation logic without cash flow support.' This perspective holds significant reference value for the long-term healthy development of the blockchain industry, particularly for project ecosystems.
When the blockchain industry entered the high-speed cycle from 2020 to 2026, its core contradiction remained unchanged: cutting-edge technology follows strong cycles and early-stage speculation; genuine long-term value creation remains rare and difficult to quantify, or the concept of value is understood differently. This closely resembles the early stage of tech stocks in the last century and directly contrasts with the investment framework consistently upheld by Munger and Buffett for decades. Although Buffett and Munger have consistently publicly opposed BTC—or perhaps it's a secret they won't admit—on one hand, it may stem from a long-standing habit of the Old Money model, and on the other hand, they oppose 'high premium expectations under extreme uncertainty' and 'valuation logic without cash flow support.' This perspective holds significant reference value for the long-term healthy development of the blockchain industry, particularly for project ecosystems.
The Key Value of Munger and Buffett's Long-Term Thinking Model for Web3
Author: STi, Silver Moon, Nahida
When the blockchain industry entered the high-speed cycle from 2020 to 2026, its core contradiction remained unchanged: cutting-edge technology follows strong cycles and early-stage speculation; genuine long-term value creation remains rare and difficult to quantify, or the concept of value is understood differently. This closely resembles the early stage of tech stocks in the last century and directly contrasts with the investment framework consistently upheld by Munger and Buffett for decades. Although Buffett and Munger have consistently publicly opposed BTC—or perhaps it's a secret they won't admit—on one hand, it may stem from a long-standing habit of the Old Money model, and on the other hand, they oppose 'high premium expectations under extreme uncertainty' and 'valuation logic without cash flow support.' This perspective holds significant reference value for the long-term healthy development of the blockchain industry, particularly for project ecosystems.
When the blockchain industry entered the high-speed cycle from 2020 to 2026, its core contradiction remained unchanged: cutting-edge technology follows strong cycles and early-stage speculation; genuine long-term value creation remains rare and difficult to quantify, or the concept of value is understood differently. This closely resembles the early stage of tech stocks in the last century and directly contrasts with the investment framework consistently upheld by Munger and Buffett for decades. Although Buffett and Munger have consistently publicly opposed BTC—or perhaps it's a secret they won't admit—on one hand, it may stem from a long-standing habit of the Old Money model, and on the other hand, they oppose 'high premium expectations under extreme uncertainty' and 'valuation logic without cash flow support.' This perspective holds significant reference value for the long-term healthy development of the blockchain industry, particularly for project ecosystems.
The core difference between investing and speculation lies in time and intrinsic value.
Speculation is essentially a short-term博弈 🎰, often risking small assets for the chance of large returns. This pattern frequently leads to becoming addicted after a few wins, shifting to betting large amounts for small gains. A single unexpected black swan event can result in Game Over (hedge funds, sports betting, Texas Hold'em, high-frequency quant strategies are essentially all of this type), but the advantage is speed.
The essence of investing lies in identifying long-term growth potential and valuation mispricing. The advantage is objectivity, long-term stability, and dependability, but it requires the ability to accurately judge the true long-term value of an asset. This demands effort, talent, inspiration, and familiarity.
Therefore, although the theory of value investing is widely known, very few people can withstand the test of time and diligently conduct research. This is one of the reasons why speculative and hedge funds are so numerous, while funds focused on long-term value are rare and difficult to sustain.
Speculation is essentially a short-term博弈 🎰, often risking small assets for the chance of large returns. This pattern frequently leads to becoming addicted after a few wins, shifting to betting large amounts for small gains. A single unexpected black swan event can result in Game Over (hedge funds, sports betting, Texas Hold'em, high-frequency quant strategies are essentially all of this type), but the advantage is speed.
The essence of investing lies in identifying long-term growth potential and valuation mispricing. The advantage is objectivity, long-term stability, and dependability, but it requires the ability to accurately judge the true long-term value of an asset. This demands effort, talent, inspiration, and familiarity.
Therefore, although the theory of value investing is widely known, very few people can withstand the test of time and diligently conduct research. This is one of the reasons why speculative and hedge funds are so numerous, while funds focused on long-term value are rare and difficult to sustain.
Carefully observe that the FDV of new listings in the past two months has been low, yet there is still no listing effect whatsoever. This is the biggest side effect of 2025年#Alpha and chaotic Meme coins—fees were earned, but reputation, quality, and branding have declined. $BNB $币安人生 $BREV
This is similar to Yzi Labs, overly focused on hiring individuals with impressive Web2 'prestigious' education and resumes, while overlooking the fact that this is a Web3 investment. Hiring outsiders as leaders results in complete chaos. Even if @CZ is excellent at product management, when it comes to capital leadership, one should seek individuals with genuine early-stage Web3 project design or investment experience.
This is similar to Yzi Labs, overly focused on hiring individuals with impressive Web2 'prestigious' education and resumes, while overlooking the fact that this is a Web3 investment. Hiring outsiders as leaders results in complete chaos. Even if @CZ is excellent at product management, when it comes to capital leadership, one should seek individuals with genuine early-stage Web3 project design or investment experience.
2026 Happy New Year, I hope everyone can earn and break through their cultivation level together. Bilibili's New Year's Eve party this year has a taste of dreaming back to 2019, with thoughts reaching $BTC $ETH $AVAX
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