punk2898 🙌💎
punk2898 🙌💎
Settled in Singapore, high-frequency quantification
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The first live stream is at 8 PM, with just two things: sending red envelopes 🧧 & sending red envelopes 🧧
By the way, let's chat:
- How can ordinary people without funds or skills make their first bucket of gold?
- What is the best way to manage finances for most people?
- What are the mechanisms that are life bugs (life arbitrage)?
- What are the fastest and most probable ways to achieve financial freedom in the crypto world?
And more
If you're interested, follow my personal page ⬆️
If you have any questions, feel free to send them, and we can chat together tonight.
Good questions will receive a separate red envelope 🧧
See you at 8 PM ⏰
$BTC $ETH $SOL $XAUT
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I created a web version for OKX Planet 🆕
If I were to create a PC version of OKX Planet, it would prioritize solving the pain points of creators, focusing on enhancing the work efficiency and experience of heavy creators.
1. Goals 🎯
Provide a stable, fully functional web interface that makes it easy for creators to create and manage content on their computers.
2. Technical Implementation 💻
Utilize existing APIs to quickly build the web version.
Using AI tools can assist in rapid development.
3. Advantages 👍
Address the inconvenience and inefficiency of mobile operations, allowing creators to better unleash their "combat power."
4. Optimizing Creator Experience
Content Creation: Provide a more comfortable editing interface, supporting richer formatting tools and material management features, which may include:
- More convenient image and video uploading and management.
- Support for advanced formatting like code blocks and tables.
- Features like draft saving and version management.
- Community Management: Make it easier for creators to manage community members, publish announcements, and interact, such as:
1️⃣ Batch management of members.
2️⃣ A clearer notification and message center.
3️⃣ A data analysis panel to help creators understand community activity levels.
- Efficiency Improvement: Reduce the hassle of switching between mobile and computer, allowing all operations to be completed on the PC.
5. Future Outlook (Prototype Design) 📈
I plan to conduct subjective prototype designs for various functions of the planet, which may include:
- More powerful data analysis tools to help creators understand content performance and community dynamics.
- Integration with external tools (like design software and data analysis tools).
- More flexible monetization tools or incentive mechanisms.
Overall, the PC version of OKX Planet I envision will be a creator-centered platform that emphasizes efficiency and experience.
The reason I have such a deep experience using OKX Planet is that I like the tone of OKX products, but the recent iteration speed has indeed been a bit too slow.
Is Masayoshi Son's luck unbelievably good?! After missing out on Nvidia, he has an unrealized gain of about $250 billion on ARM. Yesterday, after @michaelwong123 reminded me, I specifically looked into ARM—it really has become Masayoshi Son's largest unrealized gain asset, likely his most successful investment since Alibaba.
The acquisition price back then was about $32 billion, and now SoftBank's stake is around 86.8% to 87%. Based on the current market value of $279.1 billion, excluding externally circulating shares, the unrealized gain is roughly between $210 billion and $250 billion. In comparison, the $70 billion realized gain from Alibaba seems much smaller.
The surge in ARM's value is very similar to Nvidia's, both being revalued due to AI narratives, data centers, and CPU demand. But what really makes me sigh is the relationship between Masayoshi Son and the Vision Fund.
In 2017, SoftBank sold ARM shares to the Vision Fund for about $8 billion. By 2023, SoftBank bought back 25% of the shares from the Vision Fund, spending $16 billion. The Vision Fund made about $8 billion from this, a twofold return. But by February 2024, ARM started its real surge, which had little to do with the Vision Fund anymore.
He put in great effort to make the Vision Fund's books look good, and ARM's operations were part of this goal. But ironically, these concerns and constraints prevented the Vision Fund from achieving a good return.
However, this also raises a risk: SoftBank holds nearly 90% of ARM's shares. On the secondary market, how to exit such a heavy position is the real trouble—unlike Nvidia's 5% stake, which can be sold anytime.
I also reviewed the Vision Fund's holdings; combining Phase 1 and Phase 2, the investment cost is about $125 billion, now worth roughly $151.2 billion, a fairly ordinary return.
The biggest impression from all this is—Masayoshi Son's luck is really good, unbelievably so.
His greatest efforts over the years have been placed on the Vision Fund, hoping to become legendary again, but the results have been quite poor. To support the Vision Fund's books, he used SoftBank's own funds to take on and shuffle assets, and ironically, these "forced" assets left at SoftBank brought him the biggest profits.
So, would you say this is misfortune or luck for him?
punk2898 🙌💎
Masayoshi Son's luck really ran out. He bought a 4.9% stake in Nvidia in 2017 at a cost of $700 million. Jensen Huang only had a 3.5% stake, but Son sold it in 2019 😂, making a tearful profit of $3.3 billion. The awkward part is that the AI era started after 2019...
Let's do the math:
- Cost: $700 million
- Now: $157 billion
So how much did Son make from Alibaba? From 2000 until now, about $72 billion, which is legendary. If he had held onto Nvidia until now, he would have been crowned again.
Why did he sell? Because Son wanted to take another big gamble and created the Vision Fund. However, investing in shared narratives led to huge losses, and in the end, he had to sell Nvidia to cover the Vision Fund's holes.
Sometimes people are like this: the harder you try to get something, the more you end up losing
Seeing Michael's comment, I wondered if there could be a Chrome extension to record inspirations?
10 minutes later, the exclusive Punk Inspiration Assistant 1.0 was launched 😎
----
Inspiration Assistant 1.0
- A Chrome extension that lets you record inspirations by selecting text on Twitter / X
- Automatically calls DeepSeek-V4-Pro to categorize inspirations and generate optimized copy from 3 different angles;
- One-click call to gpt-image-2 to generate 3 styles of accompanying images
- Any piece of copy / any image can be tweeted with one click (Web Intent)
Main features
- Select to record: select tweet text on / → a ✨ button pops up → a popup to write down your inspiration
- AI categorization: DeepSeek automatically tags each inspiration with a short Chinese label
- Three-angle copywriting: picks 3 most fitting angles from your own "angle prompt pool" to generate Chinese tweets
- Three images: selects 3 styles from your own "image style pool" and calls gpt-image-2
- One-click tweet: copy the copy + redirect
- Fully local: all data is stored locally in the browser (+ IndexedDB), API Key is not reported to any service
enjoy🍻
Masayoshi Son's luck really ran out. He bought a 4.9% stake in Nvidia in 2017 at a cost of $700 million. Jensen Huang only had a 3.5% stake, but Son sold it in 2019 😂, making a tearful profit of $3.3 billion. The awkward part is that the AI era started after 2019...
Let's do the math:
- Cost: $700 million
- Now: $157 billion
So how much did Son make from Alibaba? From 2000 until now, about $72 billion, which is legendary. If he had held onto Nvidia until now, he would have been crowned again.
Why did he sell? Because Son wanted to take another big gamble and created the Vision Fund. However, investing in shared narratives led to huge losses, and in the end, he had to sell Nvidia to cover the Vision Fund's holes.
Sometimes people are like this: the harder you try to get something, the more you end up losing
Gain 2000 followers in one day or please yourself, which would you choose? We chose to please ourselves 😂
A few years ago, when GPT first came out, we could gain 2000 followers or even more with just one post on our account, but after a while, it felt meaningless, and we wanted to post "more valuable" content.
Now you know, that was in early 2023, when everyone was crazily FOMOing AI—not because the followers had low awareness, but because everyone was really scared, so all accounts posting AI content had explosive data.
So you must seize the gap in Twitter’s algorithm; the traffic bonus only lasts for a while, so timing is more important.
Ps: Just had a heartfelt discussion with @0xduyan
1% of highly aware users + 99% of ordinary aware users make up the basic user base of Twitter
So:
- High-awareness content attracts a small number of highly aware people
- Low-awareness content attracts the majority of ordinary aware people
Further reasoning: if you think the content you post is high-awareness, then you should mentally expect that the reading volume won't be high
Further reasoning: if you think the content you post is low-awareness, but most people think it's high-awareness, the data usually explodes (they will think they've uncovered a goldmine)
Plain language:
Post knowledge content that most people think is valuable, but is actually low-awareness content
PS: This post can only attract KOLs & does not include images
It's right to avoid Sichuan when young. Just went to a bar where the minimum spend was 688. Thought 688 for one person was quite cheap, but when paying, the total was 688. Damn, is the economy really that bad? 😂
How exaggerated is it? Even a casual meal in Singapore costs more than this.
Question: Who is the man and who is the woman?
One day I realized the world is just a huge stock market
I like listening to podcasts, especially Pan Luan's "Random Book Flips," but for a few years you could feel the confusion of guests like Pan Luan and Zhuang Minghao
In the past, the internet could analyze BAT, then TMD, but during the pandemic years, it seemed like the world hit rock bottom, nothing new was happening on the internet, no one was starting businesses, and no one wanted to compete anymore
Until the end of 2022, a new species called ChatGPT appeared
After that, their podcasts never stopped, each time filled with excitement, hunger, and a strong desire to express
This is so much like a stock market bottom rebound—you think it's over, hopeless, and then suddenly a big bullish candle appears
At that time, everyone was wondering, could there be something that suddenly saves this chaotic world?
Of course, it was just a joke, but unexpectedly ChatGPT came and revolutionized everyone's life; everything could be done all over again
