Long‑term value investor

墙内的人只有学会使用X,思想才算开始得到真正意义的解放。
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Alaric retweeted
如果你现在没结婚 没小孩没对象 那你就好好上班 不要猜自己有什么问题 你没问题 你就是命好纯粹的命好!!!
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确定不是ai?
Challenge accepted, @cz_binance ! I’m giving myself one year to get in shape and recreate this photo. No AI, no Photoshop, just hard work. Hold me to it, everyone! 💪
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Alaric retweeted
Thank you for your support @Figure
Proud of our founder @mcagney and the entire @HelloNavra team on their Series A announcement. We’re excited about Navra’s role in bringing more institutional capital on-chain to help fund the tokenized assets our marketplace is producing while strengthening the broader blockchain ecosystem.
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如果X每个人都给我转1000美元,我的财富能超越马斯克吗?
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Alaric retweeted
Proud of our founder @mcagney and the entire @HelloNavra team on their Series A announcement. We’re excited about Navra’s role in bringing more institutional capital on-chain to help fund the tokenized assets our marketplace is producing while strengthening the broader blockchain ecosystem.
Today we officially announce the launch of @HelloNavra. Our goal is to bring retail and institutional TradFi dollars over to DeFi by delivering better user experience, keyless self custody and enterprise control. The dollars will flow into products like @Figure's Democratized Prime, but also into other DeFi lending, borrowing and trading platforms. Thank you to @RibbitCapital for leading this oversubscribed round! I'm still performing my Figure duties as executive chairman and am excited about the synergies between the two companies. Figure joins @jump_ as first strategic partners. axios.com/pro/fintech-deals/…
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这就是为什么FIGR被忽略的原因
全球利润率最高的公司,居然不是微软,也不只是英伟达? 从净利润率来看,美光以近70%排在榜首,Texas Pacific Land、英伟达、CME Group紧随其后,净利率都超过60%,Franco-Nevada也接近61%。
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如果这轮史诗级的AI大爆发没有抓住,那势必要跟上万物上链的浪潮。
🇺🇸 TOKEN2049 IS COMING TO NEW YORK 🇺🇸 16-17 June 2027
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帮!毫不犹豫,不求回报!
问大家一个很现实的问题 如果有一天你的贵人落难了 已经没有任何可利用价值 你是帮还是不帮? 讲实话!
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不知不觉,TQQQ从今年3月至今已经涨超120%,应该大幅跑赢了除ai产业链外的绝大多数股票。
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美股近期创下历史新高,但本轮行情呈现显著的结构性分化,上涨高度集中于AI主线驱动的大型科技龙头。在美联储高利率、美债收益率高位运行叠加油价上行的多重宏观约束下,市场资金将现金流充沛、资产负债表稳健的头部科技企业视作确定性避风港,进而造成小盘股与传统周期板块持续流动性承压。#figr
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10月6日,Marvell(MRVL)在投资者日上大幅提高长期目标,公司预计2028财年营收达到约200亿美元,到2031财年进一步达到700亿至900亿美元,中值约800亿美元。而Marvell 2026财年营收只有约82亿美元,也就是说,未来五年,Marvell有机会从一家年收入80多亿美元的芯片公司,成长为一家接近800亿美元收入规模的AI基础设施巨头。英伟达CEO黄仁勋诚不欺我!
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政府工作90%以上将来都可以被ai替代,公务员可以裁掉90%。没完没了的会议、上级领导视察、参观、学习都是没必要的,各类审批、审计都可以用ai完成,可以节约大量的成本,这才是真正意义上的改革。而不是动不动就兴师动众地跑异地学习改革经验、去调研。你要在国内学习的东西,网上搜集整理、视频会议、邮件沟通等就够了。你一去调研,基层就忙得不可开交,都怕得罪上级啊,怕服务不到位导致乌纱帽不保,各种面子工程,道路清理、树啊花啊各种搞,基层各个领导天天调度,众口难调,什么幺蛾子都来了,都是没有意义的工作。如果一定要学、去调研,那么请去新加坡、去日本、去韩国、去美国、德国、瑞士等国家学习。二线城市去一线城市能学到啥?都是一个体制出来的,理解不了?
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而这仅仅是FIGR的起点。
我来讲讲为什么拿着 Figure 美国房主坐着大约35万亿房屋净值,HELOC银行嫌麻烦,传统要30到45天,成本几千美金。Figure压到5天、几百美元成本,有可能成为专门做HELOC的平台。 二季度放款43亿(涨132%),净收入2.26亿(涨113%),利润率大约一半;489家合作方在它管道上放贷,自己放的只剩17%。 钱是真赚的,合规也干净,还附带一个没付钱的交易所期权。
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建筑行业寒风凛冽,涉及大量的农民工工资拖欠问题,有些工人在工地上忍受着太阳的暴晒,每天吸着粉尘,他们一直苦苦支撑,然后却连血汗钱都拿不到,换作是你,你会怎么做?其中涉及到的招投标、农民工工资保障制度、项目层层分包、项目审计等一系列问题,每一个环节都存在巨大的问题,但是,不理解为什么没人去改善。
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SoFi and Figure co-founder Mike Cagney has raised $19M for Navra, a new platform designed to give retail and institutional investors access to DeFi lending, borrowing and trading through a single interface. Ribbit Capital led the round, with Jump Crypto and Figure among the strategic investors. axios.com/pro/fintech-deals/…
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供应链协作没有问题,我们需要阳光一点,就像苹果公司、英伟达也需要很多代工一样,他们不能把所有事情都干了,他们并不需要把富士康、台积电成为自己的子公司。相信@mcagney
Replying to @Jdub2124
To be clear, I am not suggesting there is anything shady going on at Figure or with Mike C or Mike T! I think they have created something exceptional, groundbreaking and they are clearly innovators and experts in their field and are literally changing the landscape of the capital markets. I am just expressing my concerns as a shareholder of a company I care deeply about. Figure has so much potential and depth to it. There are so many moving parts to Figure already and probably still, just scratched the surface of their build out to what they will become. I have heard many comments here on X and in Telegram asking "what's happening with HASH getting on a new exchange?" or "When is OPEN going to get more securities listed?" or "what's going on with getting prediction markets started?" And the reason that's always given as to why these features are on hold or coming soon, is always "they were held up because we need to prioritize x." So my concern is NOT that we are being scammed but that there is sooooo much going on with Figure, which is exciting and great, but then we need 100% of the team focused on the company. Obviously I am an observer and don't know what's in the secret sauce or what the strategy is. Maybe Navra will become the best thing to ever happen to Figure? I was just taken by surprise and frankly a little worried, when I realized our founder had a new child to raise, that's all.
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市场最终会反映过来,原来这是一家如此优秀的公司
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $FIGR Figure Q3 Consumer Loan Marketplace Volume Surges 107% to $5.12 Billion 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ➤ 𝗙𝗶𝗴𝘂𝗿𝗲 reports Q3 Consumer Loan Marketplace Volume of $𝟱.𝟭𝟭𝟵 𝗯𝗶𝗹𝗹𝗶𝗼𝗻. ➤ Q3 marketplace volume jumped 𝟭𝟬𝟳% year-over-year and 𝟮𝟬% quarter-over-quarter. ➤ Results reached the high end of $𝟰.𝟴–$𝟱.𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 guidance. ➤ September marketplace volume reached $𝟭.𝟳𝟴𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻, rising 𝟭𝟬𝟰% year-over-year. ➤ September volume increased 𝟵% from August's $𝟭.𝟲𝟰𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻. ➤ $𝗬𝗟𝗗𝗦 in circulation reached $𝟱𝟬𝟰 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in September. ➤ Democratized Prime matched offers balance reached $𝟱𝟴𝟴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, up 𝟱𝟬% quarter-over-quarter. ➤ Borrower demand climbed 𝟰𝟱% quarter-over-quarter to $𝟲𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻. ➤ Available lender supply increased 𝟱𝟴% quarter-over-quarter to $𝟴𝟮𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻. ➤ Reported volumes exclude 𝗞𝗶𝗮𝘃𝗶 contributions following the September 1 merger closing. 👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: ➤ Triple-digit annual volume growth signals accelerating adoption of 𝗙𝗶𝗴𝘂𝗿𝗲'𝘀 blockchain-native marketplace. ➤ Results reached guidance's upper end even before including post-merger 𝗞𝗶𝗮𝘃𝗶 volume. ➤ Rising borrower demand and lender supply indicate stronger marketplace participation. ➤ Kiavi's contribution could provide additional scale when Q3 financials arrive in November.
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nice
Today we officially announce the launch of @HelloNavra. Our goal is to bring retail and institutional TradFi dollars over to DeFi by delivering better user experience, keyless self custody and enterprise control. The dollars will flow into products like @Figure's Democratized Prime, but also into other DeFi lending, borrowing and trading platforms. Thank you to @RibbitCapital for leading this oversubscribed round! I'm still performing my Figure duties as executive chairman and am excited about the synergies between the two companies. Figure joins @jump_ as first strategic partners. axios.com/pro/fintech-deals/…
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国内大众普遍生活在一种极度压抑沮丧的气氛当中。大学生就业找工作极难,文科生更别提了,现在考公考编难度极大,狼多肉少,几乎毕业就失业;企业发展也是举步维艰,基本上都是一片红海,高端市场进不去,在低端存量市场博弈;创业者,传统外贸也非常卷,加上人民币汇率一直在涨,电商、抖音直播都很难获得流量,能赚点小钱都了不起了,其他的包括餐饮、贸易等也一样。跑滴滴送外卖快递的,单价低,都被算法给算死了,能勉强维持,赚点小钱就不错了。现在过得最如意的应该就是体制内一些尸位素餐的普通公职人员,他们完全感受不到目前的形势,因为旱涝保收,工作稳定。上面的领导不好当,压力大,没完没了的会议、接待、考核,还有反腐,而这一切似乎都是从2019年的疫情后开始。
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