I'm going to start a thread where I casually post updates of my small-cap altcoin trades (each position under $300K) in the replies over time. Disclaimer: - This is not financial advice. I'm simply journaling my own trades. - I trade ultra low market cap coins with extreme volatility and uncertainty. - I usually risk only 0.1% to 0.5% of my net worth on these plays. I’m mentally prepared to lose it all. - I may enter and exit positions at any time without notice. If you follow, you risk becoming my exit liquidity. Yes, my EXIT LIQUIDITY🙂 我计划在这个推文下不断的通过回复更新我的小市值山寨币的交易之旅（低于30万美元的短期交易），但是我想提前声明： -我只是分享自己的交易思路，而不是让你跟随 - 我会交易高波动性和高不确定性的小市值币 - 我只拿我身价的0.1%到0.5%来做这些不确定的赌博类型的短期交易，我可以接受在一次交易里损失全部投入 - 我会在不提前通知的情况下进/出我的仓位，如果你跟随，你可能会被我浇给，成为我的退出流动性 - 提前声明了这么多，你自己跟了且亏损那就是你自己的问题。说人话：你会成为我的退出流动性，你会被我割，所以看看就行了，别跟单

Jackson hole会议有关ai的摘录 1，AI的发展速度与经济增长潜力 Capital and labor have combined to create the large language models at the heart of AI. Users buy tokens to gain access to the models. Reports put annualized token sales for the two leading labs alone at more than $100 billion—an increase of 500-plus percent from a year ago. 资本和劳动力共同创造了处于AI核心地位的大语言模型。用户通过购买Token来使用这些模型。据报道，仅两家领先实验室的Token年化销售额就已超过1,000亿美元，同比增长逾500%。 2. AI可能成为新的生产要素 The Fed watches all of this attentively. We recognize that AI is a new variable—potentially a new factor of production—that will have consequences for both the economy and the conduct of monetary policy. It opens some major lines of inquiry:美联储正在密切关注这一切。我们认识到，AI是一个新的变量——甚至可能成为一种新的生产要素——它将同时影响经济运行和货币政策的实施。这带来了一些重要的研究问题： Will the application of AI cause a significant, sustained rise in productivity across the economy? And if so, when?AI的应用是否会推动整个经济体的生产率显著且持续提高？如果会，这种变化将在何时出现？ Will token usage be complementary or competitive to labor? Will the next generation of AI models demand even greater capital intensity, or will the models themselves help devise a capital-light solution? Token的使用与劳动力之间究竟是互补关系，还是竞争关系？下一代AI模型是否需要投入更多资本，抑或这些模型本身能够帮助开发出资本需求较低的解决方案？ 3. AI产业的收益将由谁获得 Among the other yet unknowns is the resulting market structure. It's not obvious where the returns on capital will land or on what timescale. Early on, how much of the surplus goes to owners of scarce assets—AI labs, chipmakers, energy producers, and cloud providers? Over time, how much of that value accrues to businesses and consumers? What are the broad implications for workers and for the employment side of the Fed's mandate?另一个尚未确定的问题，是AI最终会形成怎样的市场结构。资本收益最终将流向哪里、又将在多长时间内实现，目前并不明确。在发展初期，经济剩余中有多少会流向稀缺资产的所有者——包括AI实验室、芯片制造商、能源生产商和云服务提供商？随着时间推移，又有多少价值会由一般企业和消费者获得？AI将对劳动者以及美联储就业使命产生哪些广泛影响？ 4. Token价格与模型分层 Likewise, we don't yet know the equilibrium price of the tokens. Might there be a heterogeneity of tokens, such that growing sums will be paid for access to the best models at the frontier? Will token prices for older models fall to the level of their marginal cost?同样，我们尚不知道Token的均衡价格。未来是否会出现明显的Token分层，使用户愿意支付越来越高的费用来使用最先进的前沿模型？较旧模型的Token价格是否会下降至其边际成本水平？ 5 美联储将成立专项工作组 We will be thinking through these matters with the help of a task force on productivity and jobs. My early check-ins with the leaders of that task force, and the four others, have been encouraging.我们将借助一个专门研究生产率与就业问题的工作组，深入分析这些事项。我与该工作组以及另外四个工作组负责人的初步交流令人鼓舞。To be clear, though, their recommendations will come later and have no bearing on decisions we make in the current policy conjuncture. But I believe that for future policy challenges, this intellectual investment today will leave us far better prepared.不过需要明确的是，这些工作组的建议将在以后提出，不会影响我们在当前政策环境下所作的决定。但我相信，今天投入的这些研究工作，将使我们在应对未来政策挑战时准备得更加充分。 6. AI已经成为资本开支增长的重要动力 Business capital expenditures—the seed corn of future economic growth—are rising rapidly. The four-quarter change in investment in equipment and intangibles has been around 9 percent, its highest growth rate since 2021. More than half of the cap-ex growth this year can likely be ascribed to the buildout related to Expectations for growth in both cap-ex and corporate earnings are running quite high. I will continue to watch the change in their growth rates, the second derivative. The follow-on effects on asset prices, business confidence, consumer income, and spending are equally important to gauge.市场对资本支出和企业盈利增长的预期都相当高。我将继续观察其增长速度的变化，也就是所谓的“二阶导数”。AI投资对资产价格、企业信心、消费者收入和消费支出所产生的后续影响，同样值得密切评估。 我的看法：Warsh这篇演讲把AI视为一种可能出现的新生产要素，这是一个偏积极的看法。美联储最关心的并非单纯的技术进步，而是AI对生产率、就业、产业收益分配、Token定价以及货币政策的长期影响。Kevin同时认为，AI投资已经对现实经济产生显著作用——今年美国资本支出增长的一半以上可能来自AI建设。

wataa My fans traveled all this way specifically to visit me, and they meticulously prepared a lavish "Nyonotaimori" feast to treat everyone—it was truly a visual feast in every sense of the word! 我的粉丝们专程赶来探望我，并精心准备了一场丰盛的“女体盛”盛宴来款待大家——这真是一场名副其实的视觉盛宴！ #大表姐# #cherrysis# #Nyonotaimori# #ootd# #fyp# #sm# @luchu777 @luchu888

Dorothy, in a gorgeous white dress, looks like your bride, and in a swimsuit on the beach, she looks like she’s on her honeymoon with you, doesn’t she? 🤩 🔥Both versions will be on my P@tr0n 多蘿西穿著美麗的白色禮服，看起來像是你的新娘，而穿著泳衣站在沙灘上，看起來像是和你度蜜月，對吧？🤩 🔥這兩個版本會放在我的P@tr0n上

【Blacked】Episode 1: My First Time with a Black Man (21:09 mins) 🔥 That night, after an intense session with Sam, he told me he had arranged for a fan single guy to meet me next week — and that it would be a big surprise 😲. Even though I felt nervous, I excitedly agreed. I asked him who it was and wanted to see a photo first, but Sam just smirked and said, “It’s a surprise. No peeking.” 😏 After dinner, Sam took me to a hotel room and had me change into my sexiest outfit. Then he made me sit on a chair and blindfolded me while waiting for the mystery guest. This was completely different from our usual routine… The sudden blind setup made me more and more anxious 😬… Memories of that bad experience in Thailand flashed back — the rushed hotel encounter where I felt disrespected and almost like I was being assaulted. My heart was racing with worry ❤️‍🔥 The doorbell rang. Sam opened the door, and I heard a deep, masculine English-speaking voice — he was a foreigner. As soon as he entered, he walked straight up to me. I was so nervous I could barely breathe, but I tried to stay composed. He began gently stroking my thighs… His hands and arms felt incredibly strong and muscular 💪 He continued exploring my body, but I still wasn’t fully turned on — I’m the kind of woman who needs kissing and intimacy. So I stood up, took the initiative, and kissed him 💋. The moment our lips met, I felt his powerful body and his surprisingly gentle yet dominant lips. Passion instantly flooded through me 🔥 When he suddenly spanked my ass hard and asked in a low voice, “Are you ready for BBC?” I was shocked 😱 A rush of nervousness, excitement, and thrill surged through my body all at once. Sam always plays Blacked videos for me, and I’ve long fantasized about those muscular bodies and massive cocks 🍆 When I knelt down to give him a blowjob, he finally removed my blindfold. What I saw left me stunned — a powerfully built black man with an enormous, thick black cock 😲… My heart was pounding. I was both intimidated and incredibly turned on 💦 And just like that… I experienced my very first BBC sex ❤️‍🔥 Did I enjoy it?
Watch the video and you’ll see for yourself — I couldn’t hide my moans or my orgasms at all 😩💦 ——————————— 【Blacked】第一集 第一次与黑人接触（21:09分钟） 🔥 那一晚和Sam激烈做爱后，他突然告诉我，下周安排了一位粉丝单男要和我见面，还说会给我一个大惊喜 😲。我虽然有点紧张，但还是兴奋地答应了。我好奇地问他是谁，想先看看照片，Sam却坏笑着说「这是惊喜，不能让你看」😏 晚餐后，Sam带我来到酒店房间，让我换上最性感的衣服，然后坐在椅子上蒙住眼睛等待那位神秘嘉宾。和平时先见面吃饭培养感情的流程完全不同，这次直接盲约，让我越来越不安 😬……想起以前在泰国那次匆忙的酒店单男经历，被无礼对待的感觉像被强奸一样，我的心就一直悬着。 门铃响起，Sam去开门，我听到一个低沉的英文男声——他是个外国人。他一进门就直接走到我身边，我紧张得几乎要发抖，却只能强装镇定。他开始轻轻抚摸我的大腿，那双手臂结实有力 💪 他继续探索我的身体，但我始终缺少那种被爱抚的激情……直到我忍不住站起来，主动吻上他 💋。那一刻，我感受到他宽厚结实的胸膛和温柔又霸道的嘴唇，整个人瞬间被点燃，沉浸在强烈的激情里 🔥 当他用力拍打我的屁股，用低沉的声音问我：「准备好迎接BBC了吗？」我整个人猛地一颤 😱！紧张、刺激、兴奋……各种情绪瞬间涌上来。平时Sam就爱给我看Blackeed的AV，我一直对那些健壮的身躯和粗大肉棒充满幻想 🍆 当我跪下来准备为他口交时，他终于摘掉了我的眼罩。眼前出现的，是一个极具冲击力的健壮黑人身躯，和那根又黑又粗、完全超出我想象的巨型肉棒 😲……那一刻，我真的像在看AV现场，却又真实得让我心跳几乎停止。 就这样，我人生第一次真正体验了与BBC的激情性爱 ❤️‍🔥 我到底有多享受？你看完视频就知道了——我完全藏不住的浪叫与高潮反应，已经把一切都告诉你了 😩💦

💦 Chocolate Fountain 💦 💦巧克力喷池💦 My fuck buddy stuffed chocolate deep inside me and let it melt… the feeling drove me completely crazy 😱 I ended up squirting everywhere… “Chocolate Fountain” is not just a cute name. Stuffed in, melted, then sprayed out… 😱 Full video is up NOW! 我的炮友把巧克力塞进里面融化的感觉真的会让我疯掉😱 最后潮吹喷得哪里都是…… 「巧克力喷池」这个名字不是开玩笑的… 塞进去、融化、再喷出来……😱完整过程已上架。

❗️❗️ important notice❗️❗️ I'm very sorry to inform you all that due to months of intense work, my physical health and mental stress have reached their limits😢, so I've had to take a month off for recuperation, and I'll be back to member content again in September🙏🏻, thank you all for your support and love!🥰🥰💗💗 很抱歉的通知各位宝宝，因为连续几个月的高强度工作，导致我的身体健康和精神压力都已经到达了极限🤕，所以我不得不休息一个月进行调理，八月会员将会暂停，九月我会恢复更新会员内容，感谢宝宝们的支持和喜爱，期待状态更好的我回归吧～💗💗💗

When I first learned that I would be named to Fortune’s Most Powerful Women in Business list, my first reaction was: What have I done to deserve this? My second feeling was a deep sense of responsibility for what lays ahead. The recognition may carry my name, but it belongs to the Binance team, Binance users, Satoshi Nakamoto, and to every member of the crypto community who helped turn this industry from an idea into a global wave. 当我第一次得知自己将入选《财富》"商界最具影响力女性"榜单时，第一感受是何德何能，第二感受是重任在身。 这份认可署着我的名字，但它属于币安团队，属于币安的用户，更属于中本聪，属于每一个把这个行业从想法变成全球浪潮的社区成员。 如果在几年前，一位加密行业的原生创业者出现在这样的榜单上，会显得不同寻常；而今天，这更像是我们这个行业从金融与科技的边缘一步步走到聚光灯下，这不是我的“成就”，我只是看到了浪潮席卷而来，勇敢地站上了冲浪板，笨手笨脚地学习逐浪。但这份认可代表着区块链行业从小众极客玩家走向大众日常生活的漫长旅程中的又一步。但路还很长，它得我们日拱一卒，一步又一步地去建设，去打磨，这就是我们每天在做的事。 👉：

Just realized I never shared this photo set >"< Will update later with the shots together with Lelouch 🌟 Recently I caught the flu and had to rest for a week. After only three days back at work I suddenly came down with acute gastroenteritis QQ Even after a few more days of recovery I still don’t feel fully back to normal, but the busy schedule is starting again 💦 Fingers crossed my body can keep up rrr... Don’t worry—I’ve been following up with the doctor and taking my meds >""< Everyone, please stay healthy too! ☺️ 剛剛才突然發現居然還沒有分享過這組照片>"< 之後再來更新跟魯路的合照🌟 前陣子因為A流休息了一個禮拜 緊接著工作3天後突然又急性腸胃炎QQ 休養個幾天後感覺還沒全好 又緊接著要開始忙碌了💦 希望我的身體可以撐住rrr... 放心我有乖乖回診吃藥的>""< 大家也要健健康康的！☺️ #反叛的魯路修# #CodeGeass# #C_C# #シーツー# #Cos# #CodeGeass# #C_C# #シーツー# #Cosplay# #Lelouch#

⚠️⚠️⚠️ Hi,there is an unfortunate news that my Instagram account is currently banned for unknown reasons and I have not yet succeeded in my appeal. As a result, a lot of my fans can’t find me, So I'd like you to follow my new account！ Love you💗 宝宝们，有一个不幸的消息是我的Instagrams账号目前因不明原因被封禁，并且还未申诉成功。希望走失的宝宝们关注我的新账号，爱你们💗