Alan @AlanCLING
价值投资思考者 Joined May 2021-
Tweets2K
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Followers979
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Following5K
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Likes6K
股票合理估值（市盈率） 对标1：国家10年期国债收益率的倒数，或倒数的一半（预期国债收益率2倍才有足够吸引力），以国家无风险收益率做对比。 对标2：整个区域股票市场，平均市盈率+股息率，3年～5年预期市场净利润增速后市盈率做对比。
Alan retweeted
🇨🇳 LATEST: China to assign digital IDs to humanoid robots. 28,000+ robots across 200 models are already registered.
强供给强需求=资源=自然资源（石油、矿产）、电力、数据、算力、互联网、AI人工智能、制造业能力、强势货币，等等）
投资就是比较：国债收益率、股票收益率、其他投资品/渠道，风险&收益率之间的平衡对比。 资产往往会从收益率低的地方，流向收益率高的地方。
Alan retweeted
在实体世界，封禁和限流太容易了，比如流氓直接堵店门口撒泼，让你没法做生意.或者在店附近搞装修，制造各种噪音灰尘，极大提高客户接近你的阻力。 虚拟世界要反制潜在的封禁和限流，做到反脆弱，有两个方面的考虑： 第一，除了自建网站以外，要在多个数字平台有存在，这样一个平台遇到封禁或者限流，可以在别的平台继续发展。比如说，我除了推特号，还有新浪微博，还有微信公众号，还有自己的网站 chuan.us 第二，要和多个高质量的社群的主理人有多重连接，可以依靠和他们的连接，迅速恢复任何暂时被破坏的连接。
Alan retweeted
为什么这么老的以太坊依然是新物种？历史上从来任何一种基础设施可以同时承载支付、银行、交易所、投行等业务，随着这些业务的逐步上链，以太坊能抵达的地方远超人们的想象。
Alan retweeted
在心理学上有一个你不敢想象的真相，就是你该做的事情，只要踏踏实实的做下去，一定会得到积极的反馈，大部分人的处境是，一边做一边怀疑和对抗，遇到事情如果只知道发泄情绪，根本解决不了问题，不自乱阵脚，事情才会向好的方向发展，实际上决定一件事能不能成功，取决于你的信念强度，你越是相信自己，你就越接近成功，气定则心定，心定则事顺，想多了全是问题，做多了都是答案。
下午的美式咖啡☕️没起作用，从傍晚🌆睡了一个小时，锻炼💪一个半小时，冥想🧘10分钟，反而更精神了！
此时此刻
这一期的播客说的很好。 整个世界变的很快，时间变的很快，空间环境变的很快。 我们需要慢下来，找到长期不变的，找到有规律的，理解常识。 xiaoyuzhoufm.com/episode/6651b7…
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AMELIA D’ TRADING.C... @AMELIADNFTsa5d
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BitPLATES - Bitcoin B... @BitPLATES
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BITWU.ETH 🔆 @Bitwux
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45K Followers 2K Following Advisor & Investor AI 🤖 + BioHacking 🧬 + Golf 🏌🏻♀️ 欢迎私信交流
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271 Followers 3 Following $JMONKE (Jail Monke Token) - The Participation Token for ZKasino Scam Victims
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662K Followers 3 Following Launch a coin that is instantly tradeable in one click for free: https://t.co/5I8qHw6eDl Support: https://t.co/AodX1mIezE Download the mobile app 👇🏻
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GMGN.Ai @gmgnai
126K Followers 257 Following 🚀 Fast Trade, Copy Trade & AFK Automation https://t.co/syIOhLsb6T https://t.co/hy3ns6OOIZ User Support and Cooperation👇
九条命（凡事发... @CryptoKobe92
31K Followers 579 Following TG频道👉枯坐唐人街：https://t.co/58fDLg0aaO｜实名在用地址：0x55976c6818e4794f3e2e7179eea2cc2202811e11 ｜商务合作DM
AI设计钟师傅 @drmrzhong
21K Followers 14K Following 用户体验设计师 & 产品经理，探索 AI 工具、提示词和生成式视觉。正在做 @webtomind，帮创作者打造最好用的创意工作台。
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Vava @Valerioli86
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HashKey Chain @HSKChain
190K Followers 117 Following The preferred public blockchain for finance and RWA assets, offering security, high-performance & low cost to empower global finance.You might like
SuperMao 小毛哥
@supermao
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