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Joined March 2025
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Palantir这季收入快翻倍了，签约金额却只比去年多6%。
11月2日财报：三季度收入23.13亿美元，同比涨96%；当季签下的合同总额29.18亿美元，同比涨6%。
美国商业业务的反差更大：收入涨148%，当季签约金额涨11%。剩余合同金额65.17亿美元，同比涨79%，环比涨4%。
sec.gov/Archives/edgar/data/…
Saylor上周花在回购STRC上的钱，是买BTC的3.2倍。
11月2日的8-K里：买811枚BTC花了6550万美元，回购优先股STRC花了2.082亿美元。
同期增发MSTR拿到1.64亿美元，约40%用来买币，另外9850万美元留在现金账户。
我暂时不会因为“又加仓了”就追MSTR，先等它能不能少发普通股、继续买币。
Strategy has acquired 811 $BTC and repurchased $208M of $STRC. As of 11/1/26, we hold 849,327 BTC and $4.9B of USD Assets. $MSTR strategy.com/press/strategy-…
OpenAI这轮原本想融300亿美元，现在目标降到200亿，首次交割预计还凑不到200亿。
据FT报道，部分投资人减少了认购额，目标估值也从1.4万亿美元降到了1.25万亿。
AI越来越好用，投资人却不愿意按原来的价格买单了。这次连OpenAI也得让让价。
补个后续：币安最新公告把预计影响金额更新为约63亿美元，称已冻结约30亿美元，会用SAFU和公司资金承担损失。
这里先分清：冻结不等于已经追回，承诺赔付也不等于赔付完成。公告仍写着暂停充提，恢复时间还没给。
来源：binance.com/en-TR/support/an…
BTC这里我还是愿意看一段反弹。
这几天涨得确实磨人，每次刚有点起色就被砸回来。但往下也没走远，79,300附近的低点到现在还没破，今天回踩也没比前两天更低。我觉得空头暂时也没占到多少便宜。
上面先看81,000—81,800。前几次都没能过去，这次如果又到那里，我更关心能不能少吐回一点，别再涨一天、跌一晚。
ETF连续三天净流入，多少算点支持。只要79,300附近没失守，我暂时不急着把这段震荡看成新一轮下跌。
今晚美联储，我先看 BTC 的 80,000 美元能不能守住。
盘中扎到 80,000 下方又收回来，我不会只凭这一下转空。但如果反弹总是站不稳，最后连周线都收在 80,000 下方，那我会更偏向调整还没结束。
不加息也得看买盘愿不愿意接。消息出来拉一下容易，80,000 能不能从反复争夺的位置变成支撑，才是我更在意的。
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DeepSeek V4.1 Flash 上 Cursor 了。
Cursor 官方放了张成本对比图：不同推理档位，平均每个测试任务花 $0.60—$0.98。
已经用 Cursor 的，去 Settings → Models 里手动打开就能选。
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support.ktx.com/hc/en-001/ar…
微软给约 6 万名员工提供自愿离职方案，赔多少，要看职级和工龄。
据 BI 报道，美国员工的待遇包括：
· 64 级及以下：每满半年工龄，补偿 1 周基本工资。
· 65—67 级：每满半年工龄，补偿 2 周基本工资。
· 67 级及以下：现金补偿最多 39 周基本工资，约 9 个月。
· 68 级：标准遣散待遇为 12 个月工资。
股票也不是离职就全部停发。报道提到，67 级及以下员工离职后，尚未归属的股票可按工龄继续归属 6 个月或 1 年，医保也会延续。
这次是向符合条件的员工提供离职报价，不是已经裁掉 6 万人。具体待遇因地区、职级和工龄而异，以个人收到的方案为准。
官方公告：blogs.microsoft.com/blog/202…
撸毛最容易漏掉的一步：项目关门前，把钱领回家。
Blast 普通提现界面的截止日就是今天（10/26），PWA 余额也别漏。
官方说，之后仍可通过以太坊 L1 桥合约提现，钱不会因为界面下线自动消失，但操作更麻烦。公告未写明具体截止时区，别拿北京时间午夜去赌。
先查余额，再看提现状态、等待期和 gas。只从官方入口操作，别点评论区“客服”链接。
来源：Blast 官方公告
teapawt.net/blast/status/210603280…
Blast will be shutting down.
We launched Blast with the goal of building a self-sustaining chain for users and developers. Unfortunately, the economics of operating the chain no longer make sense: the ongoing costs of maintaining Blast exceed the revenue generated by the L2, and we do not see a credible path to making the chain economically sustainable.
As a result, we've made the difficult decision to wind Blast down.
We're sorry to the users and developers who believed in Blast, built on it, and supported the ecosystem. Our priority now is making the shutdown as smooth and safe as possible.
We're asking all users to withdraw their assets from Blast to Ethereum mainnet, including any balances held in the Blast PWA.
To make this easier, we will be reducing the withdrawal delay to 24 hours.
As part of the shutdown process, we'll first begin withdrawing Blast's Lido assets. This process is expected to take approximately one week. During this period, withdrawals will temporarily be unavailable, even after the withdrawal delay is reduced to 24 hours.
Once that process is complete, withdrawals will resume with the new 24-hour delay.
Users will have until October 26, 2026 to withdraw through the normal Blast interface.
After October 26, assets will remain withdrawable, but users will need to interact directly with the Blast bridge contracts on Ethereum L1. We'll publish detailed instructions before then.
We strongly encourage everyone to withdraw their assets to Ethereum mainnet before October 26.
AI会员开始拼「耐用度」了。
Kimi因限流和额度消耗问题道歉，一次性恢复25%月度额度；已用不足25%的归零。
它还要减少不必要的子代理调用和输出长度。
以后买AI，别光比月费。得算：同一个任务，到底烧掉多少额度。
We're sorry for the rate limits and unnecessary quota consumption on the K3.1 Pro subscription plan. These were our issues, and we should have fixed them sooner.
Today, every subscriber on every plan gets a one-time usage reset, restoring 25% of their monthly quota (usage below 25% resets to zero), equal to one week of usage. Your usage bar will reflect this adjustment by end of day PST.
We've also adjusted the plan's parameters and are reducing unnecessary subagent calls and output length, so your quota goes further.
Thank you for your patience while we put this right.