继续吐槽币安系列，很多bug感觉是不做交易的产品经理自己YY出来的限制。
1，所有主流币合约，包括btc的一倍杠杆都有仓位限制，像zec的一倍杠杆是四千万美金。问题是一倍杠杆就跟买现货一样，这种限制就非常无里头。想要开大仓位只能被逼着去hype了。
2，所有币种合约twap一次操作规模限制五百万美金，要是你做多btc，eth这种的话，那种超大资金的话你可能得按个好几十次，手都麻了。另一个去hype开仓位的理由。
作为币安的资深用户，说出来还是希望币安能变得更好用一些，
@heyibinance
@cz_binance
对于金额大的交易员来说，币安相比于hyperliquid非常不方便的一点是很多币种每个杠杆的限制非常严格，比如zec的2倍杠杆的下单金额限制是两千万美金；
而hyperliquid上zec是5倍杠杆之内都没有金额限制，6倍杠杆才有两千万金额的限制。可以理解平台对自己有不一定的风控标准，即便如此，zec相比其他市值更小的品种还是限制太严格，比如ADA市值只有zec的一半，不过2倍杠杆限额是五千万美金。
希望币安可以对此有及时调整，@heyibinance @cz_binance
对于金额大的交易员来说，币安相比于hyperliquid非常不方便的一点是很多币种每个杠杆的限制非常严格，比如zec的2倍杠杆的下单金额限制是两千万美金；
而hyperliquid上zec是5倍杠杆之内都没有金额限制，6倍杠杆才有两千万金额的限制。可以理解平台对自己有不一定的风控标准，即便如此，zec相比其他市值更小的品种还是限制太严格，比如ADA市值只有zec的一半，不过2倍杠杆限额是五千万美金。
希望币安可以对此有及时调整，@heyibinance @cz_binance
yixie retweeted
《中美小孩观察录》「松弛感」
「松弛感」这个颇有氛围的形容可能是大脑DMN区域从小没有被抑制的一个长大的后的体现. （Default Mode Network, DMN）是大脑里一片在“发呆、走神、做白日梦、自由联想”时最活跃的区域。DMN帮助我们把记忆碎片，编织进一条更长的个人叙事：我是谁, 我要去哪里, 我为什么要去那里
童年的环境，往往早已在潜意识层面决定了一个人是否拥有“松弛感” 两条关键的反馈路径尤其重要 -
1. 对“犯错”的容忍度: 若外界的反馈让孩子把错误视为威胁和危险信号, 长期处在威胁检测的自证循环中，DMN被压抑，想象力匮乏的同时大脑永远处在错误修正的无线循环里, 一生都在“防御性优化”中生存
2. 对“无用时间”的允许: 不允许时间毫无意义地流逝(
但是“有意义”的定义永远是大人的定义... )DMN也会被抑制 于是你学会了过度警觉/快速执行/永远在证明自己“没有浪费时间”
长大后，这种人对所有外部的信号输入信号非常警觉, 往往成为了高效能、无趣的“任务机器”, 指哪打哪, 局限在对非常有限的各种人事物的解构中和无限的外部信号处理中. 但很难构建出比自己更大的东西
松弛感可能本质上是一种神经系统层面的安全感. 它让我们敢于“浪费”时间，也敢于犯错. 正如confidence coming from being comfortable. 是因为我们知道, 真正的成长往往就藏在那些“看似无用”的时刻里, 真正的精进来自于无数次被人群嘲的试错.
yixie retweeted
Druckenmiller on the 2000s Tech Bubble
I made a lot of mistakes, but I made one real doozy. So, this is kind of a funny story, at least it is 15 years later because the pain has subsided a little. But in 1999 after Yahoo and America Online had already gone up like tenfold, I got the bright idea at Soros to short internet stocks. And I put 200 million in them in about February and by mid-March the 200 million short I had, lost $600 million on, gotten completely beat up and was down like 15 percent on the year. And I was very proud of the fact that I never had a down year, and I thought well, I’m finished.
So, the next thing that happens is I can’t remember whether I went to Silicon Valley or I talked to some 22-year-old with Asperger’s. But whoever it was, they convinced me about this new tech boom that was going to take place. So I went and hired a couple of gunslingers because we only knew about IBM and Hewlett-Packard. I needed Veritas and Verisign. I wanted the six. So, we hired this guy and we end up on the year — we had been down 15 and we ended up like 35 percent on the year. And the Nasdaq’s gone up 400 percent.
So, I’ll never forget it. January of 2000 I go into Soros’s office and I say I’m selling all the tech stocks, selling everything. This is crazy…at 104 times earnings. This is nuts. Just kind of as I explained earlier, we’re going to step aside, wait for the next fat pitch. I didn’t fire the two gunslingers. They didn’t have enough money to really hurt the fund, but they started making 3 percent a day and I’m out. It is driving me nuts. I mean their little account is like up 50 percent on the year. I think Quantum was up seven. It’s just sitting there.
So like around March I could feel it coming. I just — I had to play. I couldn’t help myself. And three times the same week I pick up a — don’t do it. Don’t do it. Anyway, I pick up the phone finally. I think I missed the top by an hour. I bought $6 billion worth of tech stocks, and in six weeks I had left Soros and I had lost $3 billion in that one play. You asked me what I learned. I didn’t learn anything. I already knew that I wasn’t supposed to do that. I was just an emotional basket case and couldn’t help myself. So, maybe I learned not to do it again, but I already knew that.
Druckenmiller famously said to bet big when you have conviction.
And I frankly think the time is now.
Amid all the day to day noise (and Trump’s unpredictable rhetoric), you need to fundamentally understand the following:
- we are in the midst of a once-in-a-generation AI build out
- capex spend is going to remain high especially because the US and China are both not going to lose this race
- AI is going to increase productivity
- we have the administration telling you they are going to stop QT, decrease interest rates and run it hot
No matter the day-to-day moves, I think the writing is on the wall.
If you don’t muster up your courage and go heavy into tech/AI stocks, when else anon?
There will be no better time.
- OGC
yixie retweeted
1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer.
What is ADL? How does it work? And why does it exist?
yixie retweeted
how to spend crypto profits in ways that will actually make your life better:
- throw away every one of your socks and boxers. buy brand new, all the same color/style. your drawers will never look so good.
- get a coach for whatever hobby you care about - sports, chess, art, language, it doesn't matter. just pay someone to shortcut your own learning time
- buy an in-home sauna if you have the space. it's ~$3,000, the same as a high end TV, and if you use it everyday its absolutely worth it
- pay for a personal stylist to redo your wardrobe
- upgrade your zoom setup - nice camera, nice lights, nice microphone. this will boost your perceived credibility more than you think
- pay for your mom/dad/sibling to go on a fancy trip. pay for everything, including flights, hotels, food. it is the single thing that will make you feel like you made it, and the memory will last a lifetime.
- get an inroom IV drip when you travel and watch your jetlag disappear (s/o @calilyliu)
- pay for a 3 hour couple's massage. get the body scrub, it's better than you think.
- buy a package for facials and get one every ~6 weeks
- start getting haircuts every other week. nothing to make you feel fresh like a fresh cut.
- only travel in nice cars. always get the expensive Uber/Grab/Careem. it will cost you ~$2k extra over the course of the year, but the feeling of luxury is worth much more (s/o @akshaybd)
- get a personal chef to come a few days a week and meal prep for you
- get an at-home massage every sunday
- if you're balding, get a red light hair mask. proven to work, and better to start sooner rather than later
- if you live near family/friends, pay a private chef to make a nice dinner for all of you once a month
- get a personal assistant for shopping, travel, and general research tasks. if you're in dubai or india, @dxbcare is quite good and affordable
- spend less time investing by giving your capital to professionals (liquid, venture, hedge funds, etc). make investing someone else's headache
- buy your wife/girlfriend/mother a new watch instead of buying one for yourself
- set aside a new wallet with a substantial amount of stables, yield farm on @jup_lend, and tell yourself that in 2 years you're going to give it to a family member
- buy a really nice mattress and desk chair and watch your back problems disappear
- send a gift (chocolates, cupcakes, etc) to your friends on their birthdays instead of just sending a text
what else?
