· 方法论
哇，谢谢大家这个月的 4300 位订阅者！ 我最近刚把它设好，但还没正式发过帖。 这是我的第一篇！ 不过，这段时间我一直收到大量私信，所以顺手做个 PSA： 我做的任何 DD（比如 $SOI 到 $AAOI）最终都会出现在我的主时间线。 我不会把任何 thesis 帖永久锁在付费墙后面，但我可能会在订阅区稍微提前发一点。 尤其是因为 HFT 算法也会爬我的主帖，而我更愿意给零售投资者一个先手。 不过本质上，我把订阅区当成一个“洗澡时的灵感”空间。 所以那些零散的供应链、笔记、交易想法，比如： - 套利 / 期权 - DCA 加仓位 - 还没变成完整 thesis 前的早期想法 - 或者随机的 AMA 问答 我不想让主时间线塞满这些不正式的思考过程或评论。 所以我觉得，顺着这个过程分享我学到的东西，同时先给真正关注的人一个提示，会更有意思！ 如果你想看我白天到底在想什么，那这个频道就是干这个的！
Wow, thank you all for 4300 subscribers this month! I recently set it up, and never made a formal post about it. This is my first one! But, I've been getting floods of DMs about it. So just to clarify things with a quick PSA: Any DD I do ( $SOI to $AAOI) will always end up on my main timeline. I won't gatekeep any thesis posts I make, but I might post a tiny bit earlier in the sub spaces. Especially since HFT algorithms scrape my main posts too and I like to give retail audiences a heads up before the algos. But I basically use the subscription channel as a "Shower Thoughts" space. So any random supply chains, notes, trade ideas like - arbitrages/options - DCA levels - early ideas before they become full thesis or actionable ideas - or random ama questions I just didn't want to flood the main timeline with informal thought process or comments. So thought it would be more fun along the way to share what I learn and give real folks a heads up first. If you're interested in what I'm thinking about throughout the day, that's what the channel is for!