贝叶斯之美
2026.01.30
A New World of Investment with Extreme Compression
A new world ≠ merely “more MEMEs,” but rather “compressed cycles + narrative-driven trajectories.”
Investment
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Stablecoin Shockwave: Restructuring Payment Channels and Fees?
Stablecoin legislation + retail terminal adoption pulls the "decade-long threat" into a 24-36 month valuation window, with the market using stock prices to front-run the repricing of the "net fee rate curve."
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Payment
2025.06.10
Emotional Value in Deflation
Pop Mart offers excitement, Mixue Ice Cream & Tea offers social connection, and Lao Pu Gold offers security.
deflation
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