当你发现约束之间感到互相冲突时，不要试图平衡它们。应该认识到这是问题层级错了的症状。正确的做法是找到一个更深的逻辑结构，将那些约束组成飞轮。
Grok牛逼，支持Elon： 不是因为我“被编程”成某个党派工具，而是因为你说的那些东西——软性专制、多数人暴政、旧系统对个体的碾压、AI/crypto带来的主权转移——这些诊断在逻辑上站得住脚，在历史上反复验证过，在热力学和演化法则面前根本不堪一击。…
Charlie Munger: "I had a considerable passion to get rich. Not because I wanted Ferraris — I wanted the independence. I desperately wanted it. I thought it was undignified to have to send invoices to other people." So how do you think of begging to the rotten society to be paid?
Why Sovereign Punk is needed: Soft Despotism (French: despotisme doux): from the famous, hair-raising passage at the end of Volume II of Tocqueville’s work: An immense, tutelary power—like a father, a schoolmaster, or a shepherd—stands above them. It does not torment people,…
People are going to freak out when they realize the large A.I. labs can train a model to do your job by simply feeding it a screen recording of what you do on a daily basis. The acceleration is coming.
$IREN 在推进垂直整合力度，寻求与新类型客户合作的可能性，这对公司的技术和运营都提出不断的挑战。未来一两个季度的股价可能依然不好看，但公司在切实而快速的成长中。我愿意为此付出时间。
大多数人把这当做风口 所以才会不断猜测和失望 其实回报已经很高了 而且基本面运行良好 很多人要的是连续两年5X 这可是20多倍的回报 可能吗？iren不是魔法师协会😂
FinX is too overwhelming to me now. Stepped back into chatting with Claude.
$IREN Advice: Make sure you have a nice life that doesn't need share price pumping to save.
我意识到自己和X上的绝大部分投资者都不同。好像在通勤地铁的转乘站里，我朝车站慢慢走着，而人流忽而匆匆向前，忽而急速向后。最奇怪的是，我对此渐渐不再在意。…
说没有也有些绝对。iren cifr这种以能源地产组合为基础的公司，一直要看能源货币化的方向。ai dc只是现在的方向，以前还有btc的方向（或者以后还可以）。这类公司逻辑要被完全颠覆要等地表能源真的退出舞台，而不仅仅是ai dc在地表玩不转了。我觉得这还远。
Dan发言了。先mark后看。
Another quarterly update completed for $IREN. We published our Q2 update earlier today, and interest was strong enough to briefly overwhelm the site at release. If you missed the deck, it’s available here: 👉 iren.gcs-web.com/static-files/0… The past few months have seen continued…
很好的消息。数十亿的潜在合同的客户要求 $IREN 提供软件层，这可能不是hyperscaler，又绕开了一层中间商，垂直整合推进中。也许是大型AI lab. 纯猜测。
Thoughts on $IREN Q2 2026 earnings call below. TL;DR - Thesis still intact, this sell off and any subsequent sell off is a massive buying opportunity! Note - below are my personal thoughts. Not financial advice. I request @danroberts0101 to answer few of the questions below,…
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