Michael Chen@mchen8864 · 2026/08/11赛道影响RT @theblessnetwork: The AI buildout has two possible supply curves.
Datacenters need land, power deals, water, and years in a grid queue.…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Michael Chen@mchen8864 · 2026/08/07观点输出RT @Zac_Aztec: It warms my heart to see so many folks playing Dark Forest on @aztecnetwork
@nicheddy @DFArchon have build something truly…
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Michael Chen@mchen8864 · 2026/08/01观点输出RT @bavser: Introducing Applied Electrodynamics.
What would the world look like if we could see beyond visible light, across the entire el…
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Michael Chen@mchen8864 · 2026/07/31观点输出RT @theblessnetwork: Every project, client, company comes with a context tax.
The thing is, that context already exists, complete, in thei…
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Michael Chen@mchen8864 · 2026/07/30赛道影响I wonder what new lights will be shed on crypto when the current ai bubble bursts
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Michael Chen@mchen8864 · 2026/07/29赛道影响This chart doesn't measure stocks. It measures trust in the dollar.
It peaks when trust is highest: 1929, 1966, 2000. It bottoms when people lose faith in paper money and move into gold: 1942, 1980.
Today it's below its 1971 level — yet unemployment is low and stocks are at record highs. Ordinary investors aren't panicking. So who is buying all this gold? Central banks. They've bought every month since 2022, when Western governments froze Russia's reserves and showed the world that dollar holdings can be confiscated. The institutions that run the dollar system are now protecting themselves against it.
History shows one way these gold runs end: a government accepts a recession to defend its currency. Volcker did it in 1980 — 19% rates, two recessions. With today's debt, no government can afford that.
In 1980 this ratio bottomed at 0.1. Today it's 1.4. So we're likely in the middle of this move, not the end.
What to do with that: don't sell stocks — they aren't losing value; the dollar you measure them in is. Judge your returns against gold and inflation, not dollars. And watch for one signal that the trend is over: a government willing to cause a recession to save its currency.
Until then, this chart keeps falling.
Michael Chen@mchen8864 · 2026/07/29观点输出@anna_y_zhang @velvety_cc
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Michael Chen@mchen8864 · 2026/07/29政策影响My "For you" section on X is completely polluted by attention farming cheap content
Maybe X doesn't see me so highly...
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Michael Chen@mchen8864 · 2026/07/29观点输出RT @contextconor: whoever successfully rebranded ‘bots’ as ‘agents’ is a god-tier marketer
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Michael Chen@mchen8864 · 2026/07/26观点输出Tbh would love this. SF housing market is madness
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
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