CryptoPainter

CryptoPainter

老朋友叫我“画师”,技术\数据分析和量化交易,提供各种刁钻角度看市场,用时间做杠杆。 实盘为Agent账户,正在测试的一个自进化策略系统,请勿跟单!

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CryptoPainter
CryptoPainter
发现一个有趣的商品计算公式:BTCUSD * US10Y 在这个指数框架下,如果长端收益率处于低位,就会抵消BTC价格的下跌,因此2022年熊市在这里变成了横盘震荡... 同时,每轮牛市的顶点会恰好成为下轮熊市的底部,2018年熊市与2022年熊市皆是如此... 理解或解释这个指数的逻辑似乎有些难以表达,之后我会理清思路再说,如果你有更好的解释,我就当抛砖引玉,欢迎!
CryptoPainter
CryptoPainter
刚才核心 PCE 出炉,US10y 收益率快速回调,BTC 直接拉盘,真心以为这波可以走出强反弹了... 然后吃了个饭回来一看,现货溢价还在阴跌,4H线出现长上影,真心有点失望... 目前策略手里的多单已经没了,还在等回调之后做多... 但我看了下长端收益率又在涨了,如果系统接下来做多,大概率是要迎来一波回撤了... 即使如此,也坚决不干预!
CryptoPainter
CryptoPainter
刚才核心 PCE 出炉,US10y 收益率快速回调,BTC 直接拉盘,真心以为这波可以走出强反弹了... 然后吃了个饭回来一看,现货溢价还在阴跌,4H线出现长上影,真心有点失望... 目前策略手里的多单已经没了,还在等回调之后做多... 但我看了下长端收益率又在涨了,如果系统接下来做多,大概率是要迎来一波回撤了... 即使如此,也坚决不干预!
CryptoPainter
CryptoPainter
怎么还不给强反弹? 我感觉有点不对劲啊... 这两天一直卡在关键支撑位反复测试,支撑被验证了好几次有效了,结果就是不反弹,同时现货溢价慢慢在走低,该不会是现货这边在卖,期货那边在接多吧? 总之这个支撑位不破,就没有必要看空,但要是破了,估计会有不少空头要重拳出击了...
CryptoPainter
CryptoPainter
好好的 AI 不叫,非要叫 SI … 虽然这个谐音只有中文母语者能感受,但还是觉得有些戏虐,我敢说这个叫法不会真的普及,仅限白宫川普范畴内就差不多了… 以前是全身心投入 AI(爱)的发展… 以后难不成要全身心投入 SI(死、撕、💩)的发展? 开个玩笑…但真的绷不住…😂
CryptoPainter
CryptoPainter
今天签署这个 SI 协议的公司,我都陆续建仓做空了… 真正的超级智能不会签这种协议😂
CryptoPainter
CryptoPainter
今天签署这个 SI 协议的公司,我都陆续建仓做空了… 真正的超级智能不会签这种协议😂
CryptoPainter
CryptoPainter
世界是个巨大的草台班子…
CryptoPainter
CryptoPainter
怎么还不给强反弹? 我感觉有点不对劲啊... 这两天一直卡在关键支撑位反复测试,支撑被验证了好几次有效了,结果就是不反弹,同时现货溢价慢慢在走低,该不会是现货这边在卖,期货那边在接多吧? 总之这个支撑位不破,就没有必要看空,但要是破了,估计会有不少空头要重拳出击了...
CryptoPainter
CryptoPainter
继续看多应该没啥问题... 关键压力位突破成功,回踩支撑有效,接下来确保有强势反弹,去摸更高的位置应该还是有希望的! 唯一压在头上的石头是长债收益率的不断上涨,长期压力与短期行情其实并不矛盾,总之这里只要走出快速反弹,那么趋势就没问题,但如果本周一直这样在支撑位以上震荡,最终走成假突破的可能性就会越来越高。
CryptoPainter
CryptoPainter
世界是个巨大的草台班子…
CryptoPainter
CryptoPainter
你们 Pro 20x 还打算续费吗? 我有点犹豫了...
Tibo
Tibo
Hi, Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan. Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago. (a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want. (b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions. (c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent. (d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet. I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news. Codexingly, Tibo
CryptoPainter
CryptoPainter
继续看多应该没啥问题... 关键压力位突破成功,回踩支撑有效,接下来确保有强势反弹,去摸更高的位置应该还是有希望的! 唯一压在头上的石头是长债收益率的不断上涨,长期压力与短期行情其实并不矛盾,总之这里只要走出快速反弹,那么趋势就没问题,但如果本周一直这样在支撑位以上震荡,最终走成假突破的可能性就会越来越高。
CryptoPainter
CryptoPainter
不知道是真是假,Gemini 4 Pro 有泄露数据了… 在各项跑分上都碾压另外两家的旗舰模型,同时还有2M上下文窗口,以及更低的价格… 希望这是真的! 就像我总觉得未来豆包也会越来越强,实现弯道超车一样…😂
CryptoPainter
CryptoPainter
emmmm~ 怎么最近前沿模型都在搞速度提升与价格战了... 以前那种性能与智能提升100%的日子还会回来吗?
CryptoPainter
CryptoPainter
emmmm~ 怎么最近前沿模型都在搞速度提升与价格战了... 以前那种性能与智能提升100%的日子还会回来吗?
Claude
Claude
Introducing Claude Sonnet 5.5, the second model in the Claude 5.5 family. It’s a clear upgrade over Sonnet 5, runs more than 30% faster, and costs up to 30% less for most work.