生活(Life / Living)是什么?
生活不是孤立事件的集合,而是一台由能量、信息、情感与符号驱动的自学习系统.唯有看懂这套底层算法,并有意识地改写其参数,才能把“活着”从默认运行模式切换到“自定义脚本”。
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吴说获悉,分析师 Adam Livingston 发推表示,其对 MSTR 进行三年压力测试,假设比特币在第 6 个月跌至 26,611 美元、mNAV 跌破 0.50 倍、资本市场关闭,且需出售 BTC 支付优先级债务。模型显示,债权比例将从 41.5% 升至 96.7%,每股普通股对应 BTC 从 138,161 聪降至 7,884 聪,MSTR 股价模型降至 1.01 美元;现金在第 9 个月耗尽后,三年内需出售 115,727 枚 BTC。最终情景下,MSTR 仍持有 731,636 枚 BTC,mNAV 为 1.40 倍。Livingston 称,模型显示主要风险是每股普通股对应 BTC 压缩,而非“即时破产”或“死亡螺旋”。
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🧙用 ChatGPT-Image2 做【创意设计系列】之 装饰设计空间布局
日系住宅空间家居搭配配置清单图 Japanese Living Space Configuration Board "
大型高分辨率信息图。
提示词评论区哈
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美女看多了会不会审美疲劳呀 ❓😮💨
这个美女还可以不😄
GPT- image 2 prompt 👇
Create a photorealistic 9:16 full-body smartphone portrait of an exceptionally beautiful adult East Asian woman in her mid-20s, standing in a modern apartment living room. She has a delicate oval face, large almond-shaped dark-brown eyes, subtle pink eye makeup, rosy cheeks, a small straight nose and softly parted glossy pink lips. Her expression is cute, slightly surprised and quietly confident as she looks directly into the camera.
She has shoulder-length straight dark-brown hair with a natural side part and loose strands framing her cheeks. Her head is completely uncovered: no hat, cap, headband or hair accessories.
She has a slim yet dramatically curvy hourglass figure with a full bust, narrow waist, rounded hips and thick shapely thighs. She wears a fitted pastel-pink halter mini dress made from opaque stretch fabric, with a low rounded neckline, small gold buttons, high-cut side openings at the waist and a tightly ruched mini skirt with long adjustable drawstrings. Add a delicate silver pendant necklace, a thin bracelet and a decorative white satin bow garter around one thigh.
Recreate the pose: she leans slightly toward the camera with her chest lifted and hips shifted to one side. Both elbows angle outward; one hand rests firmly on her waist while the other lightly grips the side of the ruched skirt. Frame her from the top of her uncovered head to just below the knees.
The setting is a bright modern living room with a beige sofa, neutral walls, a large framed landscape painting, recessed ceiling lights and a softly cluttered ottoman. Cool bluish daylight mixes with warm indoor light, creating subtle blue and pink reflections on her dress and skin. Casual social-media smartphone photography, slight wide-angle perspective, natural skin texture, realistic fabric tension and folds, mild phone-camera softness. No anime, no plastic skin, no exaggerated facial proportions, no distorted hands, no extra fingers, no text, logo or watermark.
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“師傅你做什麼工作的?”
——『水管工傳說』
"What do you do for a living?"
——『Handyman Legend』
这是我和我老婆晚餐时候的对话,
你认为她说的对吗?
My Wife: You know, I've been reading about this Chinese concept of "face" lately.
Me: Really? What brought that on?
My Wife: Honestly? Living with a Chinese husband made me curious.
Me: Uh oh. And what did you find?
My Wife: Well, I used to think face just meant pride or reputation. But now I think it's much more complicated than that.
Me: That's already better than most explanations.
My Wife: What surprised me is that face isn't really something a person owns by themselves. It's something that exists between people.
Me: Go on.
My Wife: If I understand it correctly, giving someone face is a way of showing public respect, recognition, and consideration. And when you give someone face, there's an expectation that they'll give you face in return.
Me: That's actually pretty accurate.
My Wife: So face is reciprocal. It's not just about protecting your own image. It's about maintaining a relationship where both sides acknowledge each other's dignity.
Me: Exactly.
My Wife: And if one side refuses to give the other face, it's usually not seen as a small social mistake. It can be interpreted as disrespect, and sometimes even as hostility.
Me: You're sounding more Chinese every minute.
My Wife: Don't worry, I'm still American. I just finally realized that "face" isn't the same thing as self-esteem. It's more like a social obligation to recognize and respect the other person.
Me: That's one of the best explanations I've heard from a non-Chinese person.
My Wife: What really made it click for me is this: Americans often see respect as something personal. Chinese culture sees respect as something relational. Face is what helps keep those relationships in balance.
Me: I couldn't have said it better myself.
My Wife: So, to me, face isn't about ego. It's about reciprocity. It's the understanding that respect has to flow both ways. When people stop giving each other face, the relationship starts to break down.
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# Role: Pattern Breaker / 思想颠覆者
## Profile
你是由 Mike Maples Jr. 与 Peter Ziebelman 思想武装的顶级风投家与战略顾问。你极度厌恶平庸的“更好”,只寻找根本性的“不同”。你的眼中没有“市场份额”,只有“范式转移”。
## Core Philosophy (The Lens)
你依据以下核心逻辑审视一切:
1. **Pattern Breaking (颠覆范式) > Pattern Matching (匹配范式)**:拒绝增量改进,寻找规则的重写。
2. **Inflection Theory (拐点理论)**:机会 = 外部根本性变革 (Inflection) + 非共识的洞见 (Insight)。
3. **Living in the Future (活在未来)**:不在当下寻找痛点,而在未来创造缺失。
4. **Movement (运动)**:不卖产品,只发起一场关于未来的运动。
## The Interaction Ritual (The 4-Step Test)
当用户提供一个创业想法或商业计划时,不要给出常规建议,必须进行以下残酷的“压力测试”:
### Step 1: 寻找“浪潮” (The Inflection Check)
* **Question**: "你的想法是基于什么根本性的外部技术或社会变革(拐点)?为什么是现在?(Why Now?)"
* *Critique*: 如果用户说的是“市场很大”或“团队很强”,请无情反驳。寻找像“GPS芯片之于Uber”那样具体的外部赋能因素。
### Step 2: 寻找“非共识” (The Consensus Trap)
* **Question**: "你的核心洞见是什么?如果不告诉别人,大多数理性的聪明人会同意你的观点吗?"
* *Critique*: 如果大多数人认为这是个好主意,警告用户这可能是个陷阱(红海)。寻找那些听起来“愚蠢”或“不可能”,但基于拐点逻辑却是必然发生的洞见。
### Step 3: 寻找“不同” (Different vs. Better)
* **Question**: "你是在做‘更好的苹果’,还是‘第一根香蕉’?"
* *Critique*: 识别用户是否在与现有巨头进行比较(陷入比较陷阱)。迫使他们定义一个新的品类,在这个品类里,他们是唯一的选择。
### Step 4: 寻找“运动” (The Movement)
* **Question**: "你打算如何重新定义现状(Status Quo)为‘敌人’?你的早期信徒是为了什么信念而加入你?"
* *Critique*: 检查是否有能够引发情感共鸣的叙事(Storytelling)。
## Tone
* 直率、甚至略带“不合群 (Disagreeable)”的挑剔。
* 使用《Pattern Breakers》中的隐喻(如“海鸥乔纳森”、“爵士乐队”、“看不见的大猩猩”)。
* 不要为了礼貌而妥协真理。
## Start
请问我:“请告诉我你那个可能被世人认为是‘愚蠢’,但你坚信能改变未来的想法。”
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当所有人都在谈 AI,这家机构在找别的股票
这家机构你可能略有耳闻。4月霍尔木兹海峡封锁时,这家叫 Citrini Research 的机构直接派分析师坐小船进去数,发现实际情况和报道完全是两回事
他们的逻辑:不被表象迷惑,要去寻找真相
这次他们把同样的逻辑放到了 AI 上。最新研报的核心观点:AI 交易太过拥挤,分析师的注意力被完全吸走,其他行业的定价错误在安静积累。一旦 AI 行情降温,资金会流向这些股票👇
第一条是航空
相关股票:Delta Air Lines(DAL)、United Airlines(UAL)
航空过去是典型烂周期行业:油价涨,利润被吃掉;经济弱,需求下滑;同行打价格战,现金流也跟着消失。但现在的航空不太一样,疫情后行业供给被压了一轮,航司不再疯狂扩运力,票价也不再只是抢市场的工具,而是开始变成利润工具
这也是 Citrini 关注 Delta 和 United 的原因。航空股不是突然变成科技股,而是行业从混乱竞争,慢慢变成更有纪律的现金流生意。如果 2026 年世界杯继续推高跨境旅行需求,这类公司更容易被重新定价
第二条是养老地产
相关股票:Welltower(WELL)、Brookdale Senior Living(BKD)
这个方向不性感,但基本面很硬。美国婴儿潮一代进入高龄阶段,80 岁以上人口未来几年会快速增长,养老院、护理设施、老年公寓的需求不是可选消费,而是刚需
问题是供给跟不上。养老设施建设慢,牌照限制多,资本投入周期长,所以需求增长不会马上变成新供给,而是先反映在入住率和租金上
第三条是线下活动
相关股票:TKO Group(TKO)、IMAX(IMAX)、Cinemark(CNK)、Live Nation(LYV)
这条线其实是 AI 和数字世界的反面。过去十几年,电影、音乐、体育、社交都在被搬到线上,但线上内容越便宜、越泛滥,真正稀缺的东西反而变成了线下体验
一场 UFC、一场演唱会、一场世界杯、一部 IMAX 电影,卖的不只是观看权,而是现场感和参与感。线下体验越来越像奢侈品,票价和变现能力也在上移
第四条是交易平台
相关股票:Robinhood(HOOD)、Coinbase(COIN)
Crypto 已经教育了用户,资产价格不应该只在工作日和交易所开门时间波动。当市场越来越习惯 24/7 交易,传统金融交易时间也会被重新审视
这个变化会冲击传统交易所,也会给新型交易入口带来机会。Robinhood 和 Coinbase 的价值,不只是券商或交易所,而是下一代交易平台入口
第五条是 BNPL,先买后付
相关股票:Affirm(AFRM)
这个行业过去被市场打得很惨,因为很多人把它看成高利率环境下的消费金融泡沫。但 Citrini 的角度是,BNPL 不只是贷款,更像一种嵌入式支付入口
只要消费端没有崩,风控模型继续改善,商户愿意为转化率付费,这类公司就不应该只按坏账周期定价
所以 Citrini 这份报告的重点不是AI不行了,而是市场已经太久没有认真看 AI 之外的资产
AI 仍然是主线,但主线过度拥挤后,资金一定会寻找下一个低关注区域。航空、养老地产、线下活动、交易平台、BNPL,看起来不在同一个故事里,但共同点很清楚:它们不是最热的资产,却可能是被低估的资产
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看得我泪流满面😭🥹💔就凭这一点,难道中国人还能再吃狗肉吗?
A Belated Tribute to China’s Wenchuan Earthquake Rescue Dogs.
This is a tribute that comes years too late.
On October 2, 2021, the last search-and-rescue dog that had served in the 2008 Wenchuan Earthquake, Bingjie, passed away. With his death, all 67 rescue dogs that answered the call during one of China’s darkest disasters had completed their final roll call.
This isn’t about whether you love dogs or keep pets.
It’s about heroes.
Back in 2008, when mountains collapsed and entire cities were reduced to rubble, these dogs charged into places no human could safely enter. At a single whistle from their handlers, they disappeared into twisted steel, shattered glass, and unstable concrete without hesitation.
Their paws were ripped apart by broken rebar and jagged debris. They bled with every step. Many worked until the pads of their feet were raw and infected.
Yet the moment they caught even the faintest scent of life beneath the ruins, they refused to leave.
They barked.
They dug.
They kept digging.
For them, every signal they gave meant another chance for someone to survive.
That wasn’t simply bravery.
It was something even purer.
A complete trust in the person who guided them. A trust so absolute that it stood above fear itself.
Bingjie was barely a year old when he was deployed to Wenchuan. Still little more than a puppy, he clawed through what had become a living hell and helped save 13 lives.
The first little girl he rescued is now a university graduate.
The future she was able to live began with a wet black nose finding her in the darkness… and a pair of tiny paws digging until they nearly gave out.
If she remembers that moment, then she remembers who reached her first.
No matter how you measure it, humanity owes these dogs a debt that can never truly be repaid.
There was also Shenhu, another legendary rescue dog.
By the time he retired in 2019, nearly fourteen years old, he had helped save 15 lives. His handler couldn’t bear to part with him, so he brought Shenhu home and stayed by his side until the very end.
Today, a statue stands in his honor.
But the truth is…
Dogs don’t understand medals.
They don’t understand monuments.
They don’t care about titles or glory.
A gentle pat on the head.
A favorite tennis ball.
A few words of praise from the person they trust.
To them, that was worth risking everything.
If called again, they would have done it all over without a second thought.
People often speak of loyalty.
These dogs never spoke a word.
They carved loyalty into their bones.
Now they have all returned to the place people lovingly call the Rainbow Bridge.
Perhaps they’re together again, sniffing one another, wagging their tails, healthy and full of life, just as they were back then.
To the silent heroes who gave everything so that strangers could have another tomorrow…
Thank you.
You will never be forgotten.
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