PresentTrading

[2025 AI Large Model Wilderness Survival Weekly]
Stop coding, go "Summon Ghosts"!
Karpathy's recent summary really made me anxious. This week, I pieced together that fragmented information into this "Survival Map."
1. Intelligence is no longer a cylinder but a "Spiked" 🌵
Don't expect models to be all-powerful superheroes anymore. 2025 is the era of "Jagged Intelligence." It may write mathematical derivations like a genius, but turn around and write a leave request like a primary school student.
Accepting this randomness is the first step toward 10x combat power.
2. "Skills" inject soul, "

This kind of liquidation seems a bit difficult if you don't buy 1/3 of the Position.

Looking forward to ASTR.
You can do beta, 1.1 : 1 more ASTR short MNT/OP

It is recommended to use coinglass more often.
Exchange Experience: )

When everyone thinks they are stronger than Buffett,
Just need to pause for a moment,
Take a look at the market situation.

In this round of "Compliance US Dollar on-chain + re-staking,"
A ticket that can receive interest immediately and can also be pushed up by the water level.
LDO is trading at a discount below the surface, but the water gate has already been raised; the rest is up to TVL, water level, and cap to lift the boat up.

choose $LDO

Systemic collapse of the global bond system
Japan's bond market collapse
The yield on Japan's 40-year bonds soared from 2.09% to 3.6%, reaching a historic high. The auction demand for 20-year bonds was the weakest since 2012, and bond market liquidity has fallen to its lowest in two years, with market participants demanding the central bank stop tapering its bond purchases.
The US bond market is collapsing in sync.
The US 10-year yield surged to 4.58% in April, the sharpest one-day swing in 20 years. Moody's downgraded the U.S. credit rating by about $800 billion in basis trading, which was fo

NDX peaked down.
2025 currently -20.9%
2020 : -38%
2018: -24%
2008: -55.9%
2003: -83.07

Bought a lot, 1/2 of the warehouse

Love this Market

And $TSM for US stock