Sunlc.eth.lens

Originally using the Claude 100U subscription, the 5-hour time window only allowed for a 30U quota, which was not enough during heavy daytime development. Today, I upgraded to the 200U max subscription, and I used over 300U in a day.
I had always wanted to upgrade the high-frequency arbitrage framework to Rust, and today AI completed the development for 11 exchanges in one day.
This would have taken at least a month of work before.

Discussed the impact of the US-Iran conflict with my macro analyst Ray Dalio early in the morning.

Discussed the impact of the US-Iran conflict with my macro analyst Ray Dalio early in the morning.

Today I rode 28 kilometers again
Before heading out, I assigned a fairly complex system reconstruction task to AI. After 2 hours, I returned home and the task passed the inspection
This is the future way humans will work

In February, the funding curve experienced the largest historical drawdown and has been declining for five consecutive months, with a 40% retracement from the peak. During the 2021 bull market peak, my maximum drawdown was also 40%, but this time it seems like it hasn't bottomed out yet. The market isn't short of money; OpenAI raised 100 billion in funding, but funds just aren't flowing into the crypto space.

The daily report for the AI industry and the daily report for the US stock market have been completed. Currently, we are using free data sources. Once the overall process is running smoothly, we will switch to paid data sources to ensure the accuracy of the information.

Although the market has been quite sluggish recently, the trading station must be powerful.
Show off the Trading Setup of the strongest crypto whale:
1. Main Computer: MacBook Pro M4 Max 128G 35,000 RMB
Top-spec 128G memory can run 100 ADS or local large models effortlessly.
2. Main Monitor: Samsung Odyssey G9 57-inch 8K 240Hz Ultrawide 15,000 RMB
Currently the largest and most powerful monitor on the market, equivalent to seamlessly splicing two 4K 32-inch monitors, capable of displaying 4 windows side by side, boosting efficiency for web browsing ++ IDE + CODEX.
3. Secondary Monitor: Samsung

To be honest, this is the first time since 312 that I have felt a sense of panic. I haven't experienced this feeling during 519 and 1011, which indicates that we are not far from the bottom range. Still firmly believe that BTC is digital gold HODL💪

The fund curve continues to decline this month, having dropped for four consecutive months. Hopefully, there will be a rebound next month. Currently, the market really has no profit-making effect at all.

The funding curve for 2025 is not very promising, with an overall drawdown of 10%, including approximately 10% from alpha returns and -20% from beta returns.
Year-end summary will be sent tomorrow.

This month, the overall funding curve has seen a significant drawdown, basically reaching the year's low point. Currently, the Spot position is still at 80% without reducing position, and some puts have been sold between 90k-75k to buy the dip; this bull run has not ended yet.
However, there shouldn't be any large-scale position increases in the crypto space moving forward, and if the chips bought at the dip are also profitable, just take the profit and exit.
The remaining 20% of funds are now gradually dollar-cost averaging into US stocks. If there is a major correction in US stocks,

The current crypto world has little alpha left. Not only is AI draining funds, but it's also sucking up electricity. OpenAI is stepping on its left foot with its right, collaborating with major giants to frantically build data centers, and what's most lacking is not chips but electricity. BTC's Computing Power has not risen for a long time.

The capital curve experienced a pullback in October, but not getting liquidated on October 11 is already the biggest luck.
This year, BTC not only failed to outperform the US stock market and gold, but surprisingly, it also couldn't outperform the A-shares.

The Suiplay handheld console received it before the Solana phone, but the Airdrop wasn't very much, and I'm still far from recouping the investment.