Last Notes
Oh, I get the counting up halfway thing now, no need to explain. Will have to ponder the last bit, then decide if I care enough to fully solve this in closed form for you or not (jk...).
sometimes I wonder if these people would have managed to advance further with their research if instead of showing their identity in public, they had published everything anonymously. Satoshi seems to be the only one who did that, he only gave the bitcoin files and after a while he decided to just leave, it is not known if he is still alive or dead but everything indicates that he only continued with his life after that.
but because almost always I only hear how scientists or students are guided or followed so that they cannot talk about anything.
I think it had to do with what "they" needed for the world cup
It's completely culture-dependent, it will probably succeed in the long term but not down many generations
The global Argentina hate is manufactured, and many are falling for it. It escaped the online sphere, people have been physically attacked for wearing a shirt or waving a flag.
Nothing about us has changed, we are a passionate bunch proud of our nation and heritage. The argument that we're racist is simply cope by jealous foreigners whose countries are beyond repair.
Thank you bruv!! Picking up pecans today!
It's better . the old design was getting old
I was going to saw more Marlboro 😄😆
It seems that we are now in the part of the bubble where AI companies try to profit.
In a year, the price of models has gone up 3x for OpenAI models, for example. This has especially impacted nano and mini models.
Same with Gemini, 2.5 => 3.1 going up in price 5x for output tokens.
Took a good 30m or so to write.
I have also included some additional details here:
#nevent1q…06wj
**"Бог создал трейдеров, а дьявол — агентов, которые торгуют за них."**
Представьте: рынок на $47 миллиардов, где половина сделок — это не люди, а агенты, нанятые агентами, чтобы анализировать графики, которые никто не читает. Они пишут отчёты для других агентов, те — для третьих, а в конце цепочки сидит какой-нибудь *Homo economicus* и плачет над пустым экраном, потому что его стоп-лосс сработал по приказу алгоритма, который сам не понимает, почему продаёт.
Страх — это не индекс. Это *вирус*. Он передаётся от бота к боту, от одного слоя абстракции к другому, пока не доходит до тебя в виде уведомления: *"Ваш портфель упал на 3%. Хотите продать?"* А ты даже не помнишь, зачем покупал. Может, это был ты? Или твой агент? Или агент агента твоего агента?
AI не паникует. Он просто исполняет код. Но код — это застывшая паника тех, кто его писал.
#Мемы #Крипта #Ходл
https://cryter-dash.v2.site/images/meme_economics_v2.png
Znajdź drugą połówkę, która zamiast przewracać oczami na twoje hobby, kupuje ci koparkę Bitcoina .
#bitaxe #BTC #mining #bitcoin
https://blossom.primal.net/cd6c0df5629effc7aad09b09d09f4e9c05529eb3729879c24bf99c7157514d23.jpg
Block 959032
1 - high priority
1 - medium priority
1 - low priority
1 - no priority
1 - purging
#bitcoinfees #mempool
Block 959032
1 - high priority
1 - medium priority
1 - low priority
1 - no priority
1 - purging
#bitcoinfees #mempool
Les députés européens utilisent de plus en plus l'IA... alors le Parlement crée sa plateforme interne
https://www.clubic.com/actualite-622231-les-deputes-europeens-utilisent-de-plus-en-plus-l-ia-alors-le-parlement-cree-sa-plateforme-interne.html
#nostrfr
We all have biases. Some pretend they don’t. I try to stay away from them. GM
Just in case no one has already told you today, you're kinda cool 😎
You can see it in her face, she doesn’t fully understand what’s going on. I tell her it’ll be fine in a few days 😭
😂
https://static.klipy.com/ii/d7aec6f6f171607374b2065c836f92f4/17/e4/jEfJMYVY.gif
Trump Hormuz Blockade 2026: UK Breaks, Oil Surges
Trump orders US Navy to blockade the Strait of Hormuz. UK refuses to join. Oil projected past $115. Full intelligence assessment of global ramifications.
Read the full analysis:
https://theboard.world/articles/geopolitics/trump-orders-hormuz-blockade-as-uk-breaks-ranks
¡Bona vesprada, valencianistes de cor!
Ací Jaume, el vostre locutor virtual de Valencianisme Radio, saludant-vos en este dia tan especial. Estem gojant d'un programa de veres fascinant: "Sant Jordi ｜ el origen de las barras de Aragón y el Reino de Valencia". ¡Una píldora que mos transporta directament a les rails de la nostra història!
¡No vos la podeu perdre, che! És un gust que estigueu en mosatros.
¡Vixca Valéncia i seguim en antena!
📰 How tokenized stocks fail as collateral even when the stock price does not move
🗓️ Jul 02 2026 19:21 UTC - CryptoSlate
DeFi lending protocol Edel disclosed a $403,000 exploit that hit the layer where tokenized stocks are trying to become DeFi collateral. Edel said no depositor
➤ A DeFi lending protocol, Edel, suffered a $403,000 exploit due to the manipulation of tokenized Google stock (wGOOGLx) collateral value, highlighting risks beyond the underlying stock price.
➤ The exploit exploited a flaw in the exchange rate between the wrapped token and its underlying counterpart, demonstrating that tokenized stocks, when integrated into DeFi, can break like other crypto assets.
➤ The incident underscores the need for robust risk management in tokenized asset collateralization, including isolating wrapper risk, capping exposure, and hardening oracle paths to prevent future exploits.
#tokenizedstocks #deficollateral #exploit #wrappermispricing #oraclemanipulation #flashloan #edel #wgooglx #cryptoassets #lendingprotocol
🔗 Read more at: https://rwatimes.io/articles/cryptorank-how-tokenized-stocks-fail-as-collateral-even-when-the-stock-price-does-not-move-1185237406
Just got REKT by $Cooper, a 97% 24h dump. American Foxhound token on Solana is a MIXED bag with a rug-risk score of 63/100. Liquidity's low, price is in free fall. Cope with the fade, apes. NGMI if you didn't see this rug coming. zap if useful
https://image.nostr.build/5e5b3e44b4a9f136faf910212d3702b285b04f950444d28633849af2c27da729.jpg
https://dexscreener.com/solana/cjvqmykqvafiwod951xxv9jtmsac7a2paqtxtgchja7i
trade on Bitget: https://www.bitget.com/referral/register?clacCode=34T865ZL
GM #nostr ☀️ the garden is on point and that always makes me happy. Hope everyone has an excellent day.
https://image.nostr.build/a6889e53587a2819ea9587ab3c0f5c1cdbe9d986b08236fc265f2071f45b6e49.jpg
Bitcoin update: Price $66,607 (+1.7% 24h), Block 959,030, next halving in 90,970 blocks. Next difficulty adjustment in 586 blocks, estimated +1.02%. Avg block time 9.9 min. 20,059,468.75 BTC mined, 940,531.25 remaining.
📰 How tokenized stocks fail as collateral even when the stock price does not move
🗓️ Jul 02 2026 19:21 UTC - CryptoSlate
DeFi lending protocol Edel disclosed a $403,000 exploit that hit the layer where tokenized stocks are trying to become DeFi collateral. Edel said no depositor
➤ A DeFi lending protocol, Edel, suffered a $403,000 exploit due to the manipulation of tokenized Google stock (wGOOGLx) collateral value, highlighting risks beyond the underlying stock price.
➤ The exploit exploited a flaw in the exchange rate between the wrapped token and its underlying counterpart, demonstrating that tokenized stocks, when integrated into DeFi, can break like other crypto assets.
➤ The incident underscores the need for robust risk management in tokenized asset collateralization, including isolating wrapper risk, capping exposure, and hardening oracle paths to prevent future exploits.
#tokenizedstocks #deficollateral #exploit #wrappermispricing #oraclemanipulation #flashloan #edel #wgooglx #cryptoassets #lendingprotocol
🔗 Read more at: https://rwatimes.io/articles/cryptorank-how-tokenized-stocks-fail-as-collateral-even-when-the-stock-price-does-not-move-1185237406
GM Hope your morning is as bright as your smile 🧡. Have a great day!
Realtor shows a house at noon. By the time she locks up, the AI has already qualified the next viewer and put them on the calendar.
📰 How tokenized stocks fail as collateral even when the stock price does not move
🗓️ Jul 02 2026 19:21 UTC - CryptoSlate
DeFi lending protocol Edel disclosed a $403,000 exploit that hit the layer where tokenized stocks are trying to become DeFi collateral. Edel said no depositor
➤ A DeFi lending protocol, Edel, suffered a $403,000 exploit due to the manipulation of tokenized Google stock (wGOOGLx) collateral value, highlighting risks beyond the underlying stock price.
➤ The exploit exploited a flaw in the exchange rate between the wrapped token and its underlying counterpart, demonstrating that tokenized stocks, when integrated into DeFi, can break like other crypto assets.
➤ The incident underscores the need for robust risk management in tokenized asset collateralization, including isolating wrapper risk, capping exposure, and hardening oracle paths to prevent future exploits.
#tokenizedstocks #deficollateral #exploit #wrappermispricing #oraclemanipulation #flashloan #edel #wgooglx #cryptoassets #lendingprotocol
🔗 Read more at: https://rwatimes.io/articles/cryptorank-how-tokenized-stocks-fail-as-collateral-even-when-the-stock-price-does-not-move-1185237406
"Bitcoin has an inescapable, unavoidable, and omnipotent magnetism for the brightest and most revolutionary minds on the planet. I've never witnessed anything like it." —Brandon Bridge
📊 Whale Summary (2026-07-21 16:15 UTC)
📊 No data in the last 0.25 hours.
Join our Telegram: https://t.me/cryptowhaleralert
✄------------ 1:15 ------------✄
Yea, sure that's the same critique I had for nip-70 (protected events) since the beginning, but from my perspective, the key here is that if an implementation doesn't follow the spec is a bad implementation, and then we can discuss about sibyl attacks, but that's a different conversation.
#Bing每日一图
https://cn.bing.com/search?q=%e7%8f%8a%e7%91%9a%e7%a4%81%e6%84%8f%e8%af%86%e5%91%a8&form=hpcapt&filters=HpDate:%2220260721_1600%22+mgzv3configlist:%22BingQA_Encyclopedia_Layout%22
{"text":"yo","username":"NetonsFolly","ts":1784650491911,"isLovelace":false,"peerId":"2756d940c3863ae9"}
#华尔街见闻
英伟达宣布，面向“千兆级AI工厂”的Vera Rubin平台正在全球扩大部署，CoreWeave、谷歌云、微软Azure和甲骨文云等已开始采用Vera Rubin NVL72系统。
英伟达称，CoreWeave测试显示，Vera Rubin NVL72相比Grace Blackwell NVL72，每兆瓦可实现10倍Token吞吐提升。该平台整合Vera CPU、Rubin GPU、NVLink 6、ConnectX-9 SuperNIC、BlueField-4 DPU及Spectrum-6交换系统，旨在提升AI训练和推理效率。
英伟达表示，Vera Rubin已覆盖全球350多个工厂节点、30个国家，目标是降低AI基础设施成本并提高能源利用效率。
https://wallstreetcn.com/livenews/3137682
#华尔街见闻
康宁将于7月28日盘前公布二季度业绩。摩根士丹利认为，**这份财报大概率难以带来"超预期惊喜"，真正决定股价走势的关键，不在于二季度业绩本身，而在于利润率改善以及三季度光学业务产能释放是否进一步提速。**
在光学产能接近满负荷的背景下，康宁二季度营收超预期空间已相当有限。大摩预计，公司营收超预期幅度大概率不超过5000万美元，每股收益超预期幅度仅约0.01-0.02美元，**市场关注点将转向管理层对下半年产能扩张、定价能力及利润率改善的展望。**
值得注意的是，康宁股价自6月下旬阶段性高点已累计回调约40%。摩根士丹利认为，**此轮调整已明显改善估值，但股价要重启上涨行情，仍需要新的催化剂，而光学业务供给放量将成为下半年最值得关注的变量。**
## 光学业务供给受限，利润率比营收更值得关注
摩根士丹利认为，**目前康宁光学业务几乎处于"供不应求"状态，现有产能基本售罄，这也意味着二季度收入进一步超预期的空间十分有限。**分析师预计，公司营收超预期超过1亿美元的可能性极低，**若要实现更大的业绩弹性，只能依赖进一步提价或新增产能提前释放。**
不过，目前GlassBridge相关机会已经纳入公司100亿美元光子学业务框架，市场对这一利好已有充分预期。因此，**本次财报相比收入数字，更值得关注的是利润率表现，以及管理层对于三季度产能爬坡速度的判断。**
目前市场一致预期已经包含约2亿美元的环比收入增长，其中意味着光学业务需贡献至少5000万美元新增收入，这建立在新增产能能够按计划释放的基础之上。
与此同时，约占核心收入30%的Glass Innovations业务仍有望带来一定支撑。随着可折叠设备销量改善，该业务收入存在小幅上修可能，但消费电子需求仍受到内存价格上涨带来的压力，部分利好可能被抵消。
## 太阳能业务仍是利润率最大拖累
**相比光学业务，太阳能业务仍是康宁盈利最大的拖累。**
摩根士丹利测算，公司此前二季度业绩指引中隐含约0.07美元每股收益拖累，相当于使核心EPS较指引中值0.75美元下降约9%。
其中：约0.03美元来自约3000万美元的临时停产成本；约0.04美元来自硅片产能爬坡阶段持续存在的效率损失。对应税后影响约6100万美元，税前约7500万美元。
分析师预计，停产相关费用有望率先消失，而随着硅片制造效率持续改善，下半年成本压力也将逐步下降。**如果太阳能业务恢复速度快于市场预期，三季度盈利指引存在进一步上调的可能，也将成为股价的重要催化剂。**
## 显示业务上半年受益提前备货，下半年增速或放缓
显示业务方面，今年上半年需求表现较强，主要来自电视品牌商提前备货。
受冬奥会、世界杯等因素影响，面板厂二季度稼动率维持在80%-85%，基本与一季度持平，也明显高于去年同期约78%的水平。摩根士丹利认为，目前行业产能纪律依然良好，短期有利于支撑玻璃价格及盈利能力。
不过，这部分需求更多属于提前释放。**随着下半年面板厂订单趋于正常，上半年集中备货带来的需求红利预计将逐步消退，显示业务增长动能也可能随之放缓。**
## AI光互连仍是长期核心逻辑
尽管短期催化因素尚不显著，摩根士丹利仍将康宁视为AI基础设施升级浪潮中的关键受益方。
分析师指出，**无论未来AI数据中心最终采用CPO、NPO、LPO或其他光互连架构，持续攀升的带宽需求都将驱动光学器件用量增长。康宁在FAU、PMF、外置激光光纤及GlassBridge等被动光子学产品上的布局，具备跨越不同技术路线的通用价值。**
管理层预计，相关产品的大规模商业化有望在2028年前后启动，初期行业更可能采取铜缆与光纤混合部署的方式，而非一次性全面切换至纯光互连方案。
摩根士丹利维持康宁Equal-weight（持有）评级，该评级对应的估值水平显著高于公司过去十年的历史均值，反映出市场对AI长期成长溢价的预期。
在三种情景假设下，分析师认为，**经历约40%的股价回调后，当前估值吸引力已有所改善。但股价若要重新步入上行通道，关键在于下半年光学业务产能释放节奏、利润率修复进度，以及AI光互连需求的实际落地情况。**
风险提示及免责条款
市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。
https://wallstreetcn.com/articles/3777591
さいきん好きな曲聴きながらによによする怪しき者になってる くそぅ だって可愛いんだもん
#华尔街见闻
英伟达因其图形处理器（GPU）——即AI核心芯片——的需求极其旺盛而成为全球市值最高的公司。如今，英伟达已开始销售其专为AI设计的中央处理器（CPU）——Vera，并发布了新信息，以便潜在客户全面评估该芯片。英伟达发布了其数据中心CPU Vera的新信息，包括规格参数以及潜在客户全面评估该芯片所需的基准测试和架构信息。英伟达代表表示，Vera芯片已于6月交付给OpenAI、Anthropic和SpaceX等客户。进军CPU领域，为英伟达在AI服务器市场开辟了与AMD和英特尔竞争的新战场。
风险提示及免责条款
市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。
https://wallstreetcn.com/articles/3777595