股市市值与货币供给量关系研究：当"市值/M2比率"接近3.0时会发生什么？
深度分析美国股市总市值与货币供给量M2的历史关系，揭示四次重大金融危机前的共同模式。当"市值/M2比率"接近3.0时，投资者应该注意什么？基于1929年至今的数据研究，为当前市场提供独特的风险评估视角。
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投资的数学本质：概率博弈与泡沫红利
从年投40个项目到两年只投4个项目，我用行动验证了一个核心判断：投资本质是概率博弈，必须遵循"概率×收益率≥10"的数学公式。投资人赚的不是独具慧眼的钱，而是水涨船高、大势所趋送来的泡沫红利。在当前环境下，只有AI赛道的精简团队才值得关注。
真诚的道歉 - API密钥安全事件
今天，Claude Code又犯了幺蛾子，把我的Google Gemini密钥暴露在 Github~两次~。每次更新新的密钥都特别麻烦，要在多个服务器更新密钥，重启很多服务，折腾了四个小时。
2023 New Portfolio: TickerTrends.io
TickerTrends.io is an innovative financial data platform specializing in alternative data analysis and social arbitrage strategies. By integrating consumer behavior, social media trends, and corporate insights, it provides institutional investors with unique market prediction capabilities and inves
2023 New Portfolio: VideoTutor
Imaginix is a groundbreaking AI digital creation platform that enables users to create complex interactive digital experiences through multimodal AI engine using just text descriptions, sketches, or voice commands. The platform focuses on game development, educational content, marketing experiences
2023 New Portfolio: Huma Finance
Huma Finance is the world's first PayFi (Payment Finance) network, a decentralized protocol built on Solana that enables real-time global payment settlements through smart contracts and stablecoin technology. The platform has processed over $4 billion in transaction volume, providing users with dou
Evolving Investment Philosophy
Sharing the evolution of my investment philosophy over more than a decade as an angel investor - from early intuition-driven decisions to data analysis, and finally to comprehensive judgment combining deep understanding of human nature and markets. Exploring how to build sustainable investment phil