Freeman @Freeman_self
Finance Crypto|关注金融、加密、AI与前沿科技,分享研究、判断与实操 Joined February 2019-
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最大回撤这个指标比年化收益更能看出一套策略的真实风险,收益再高扛不住那段最深的回撤,故事就讲不下去了。 看策略先看它最惨的时候长什么样。
市场情绪极度乐观的时候往往连不看财经新闻的人都开始讨论行情,这种全民关注度本身有时候就是个反向信号。 热闹到everyone都在聊的时候,反而值得多留一份警惕。
@chrisshen_ai 赞同,拆开看才有意义。长期最占优势的应该是电力稳定、成本低的云厂商;最先卡住的反而可能是电网和数据中心建设。
有人说AI的护城河是算法,有人说是数据,也有人说是用户习惯和分发渠道,这场争论到现在也没有统一答案。 同一个问题不同人给出完全不同的答案,说明这件事本身还没有定论,请问电力排在哪里呢?
@chrisshen_ai 确实得分开看。我觉得陌生材料更能测泛化能力,逐步出处则能看它是不是在一本正经地瞎编。
一个模型知道的事实很多不代表它推理能力就强,反过来推理能力很强的模型也可能在具体事实上出错。 这两种能力在训练和评估的时候通常需要分开单独衡量。
价格短期偏离均值之后往往会往回修正,这个现象叫均值回归,但回归的时间点从来没人能精确算出来。 知道规律和赌中时机是两件完全不同的事
投资者普遍有个心理毛病,亏钱的仓位拿得特别久,赚钱的仓位反而卖得特别快,这个现象有个专门的名字叫处置效应。 知道这个偏差存在,至少能提醒自己反着想一下。
有人利用无抵押的闪电贷借出巨额资金,操纵治理投票或价格之后在同一笔交易里还清,整个攻击在几秒钟内完成不留痕迹。 代码世界里的攻击速度,比传统金融快了不止一个量级。
定投这件事的核心不是猜对时间点,是用固定频率把判断难度平摊到每一次买入上。 市场没法预测,但纪律是可以攒出来的。
很多人以为自己"只有一个信用分",事实是市面上存在多套完全不同的评分算法,同一个人在不同机构、不同模型下算出来的分能差出五十分。 你要是哪次贷款被拒,先别急着焦虑,问清楚对方看的是哪一套算法,可能只是换了个尺子量你。
Ali @aiwithaly
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贾洛德_💎💎�... @two3pro
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WuYan—WEB3-DAO建�... @guoge88739
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𝐀 𝐀𝐡𝐦𝐚... @A1_M_1D
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