20240225：
早晨被叫醒的时候简直像是在遭受酷刑，昨晚不知道M对我做了什么，完全没有休息好，早晨又被叫醒。我跑到客厅又重新睡了一会。熬到中午实在受不了，又去补了一个午觉。
梦见了和董老板在他们单位吃饭，在潜水艇上装威力巨大的炸弹，好像是一次间谍任务，要同归于尽？和延晨吃饭，听国寿安保的人吹自己公司的事情。这是一个什么解读方向呢？OURA的睡眠时间记录是很长的，总时长达到了7小时42分钟，但是深度睡眠还是很少，只有15%，快速眼动也只有22%，63%是轻度睡眠。
周日不需要写早报，但是还是浏览了一大堆关于市场的新闻。下午阴差阳错地看了一阵中国对日本的国家队篮球比赛，本来我是不喜欢的，但是最近莫名觉得两国的各种运势都在向相反的方向走，果然一觉睡醒，再看已经由之前的领先到落后，最后日本队有一个四罚不中，但还是没有让中国队翻盘。这场比赛创造了纪录，之前中国队已经80年没有输给过日本了。这个时间长度非常有周期感，非常有仪式感。
根据发射皮筋儿的手枪，发明了一种木头玩具做靶子，他们玩的时候都打起来了。默默地再下单一把木头抢。
晚上吃饭去和ht一起，他又是惯常的骚操作，临时又找来了一个我认识但是已经记不清楚之前在哪见过的人一起吃饭，又吃了一顿让我觉得有点后悔的饭。席间好像还说起来这个哥们要去泰国发展了，都是神奇到我没法接茬的对话。
2月25日股市的大致情况。市场重新收复3000点，但是国家队也看到一些疲态，估计要开始卖了吧。现在到了检验信心是否充足的时候了。中央财经委员会召开第四次会议，大家都在期待一些强有力的振兴政策，结果出来的是大规模设备更新和消费品以旧换新，有效降低社会物流成本。这就有点不好判断了，究竟是领导不懂呢？还是领导懂但是没有办法呢？这两种情况那种情况更差呢？考虑到周五的时候公众号还在控制“跑赢通胀”这种关键词，也许领导真的理解不了现实的情况。通缩的态势已经形成，现在看关键时间点也都错过了，应该大势已经没有办法改变了吧。
美股上周在英伟达的带领下继续狂飙。主要指数纷纷创新高。另外一个令人惊叹的事情是日经指数也重新回到了历史高点，终于翻过了90年代的指数高峰大山，开始了一段新的旅程。这个事情是周四确认的，中文媒体一律不允许讨论，但是这个事情是你不讨论就可以混过去的吗？周末果然已经开始有讨论为什么日本股市很好但是经济很差了。这帮叼飞盘的人实在是太辛苦了。我现在渐渐理解了为什么很多首席经济学家或者大学里的教授都赚不到钱，因为他们需要一直重复一些也许是错误的东西，这个过程中会让他们内心的锚定偏离，渐渐也没法做出合适的决定和决策。
前一天uni的狂飙让整个市场都热度起来了，估计又有很多空头猎手去开大量的uni钱包了吧。只能说牛市还在发展，并没有因为市场的发展而改变，我没有参与近期的打新，群里的信息看的也不是很积极。但是发现一个好用的，就是很多关于crypto的信息都发给jy，她还是很关兴趣的，这反而会反过来鞭策我要把这些基本的东西都看完。jy还要去参加四月初的香港crypto大会，她积极起来还真是很有正面带头作用的。
周末最大的一个阅读是开始看李笑来老师的新书《1000小时》，他想要论证在1000小时内可以把任何技能锻炼成一流，实验选定的就是学习一门自然语言。只看了一会儿我就后背发凉，这又是一本只是密度比较大，让人消化起来比较费劲的书，不过践行起来还是那么的难受。书里有一个细节很好玩，就是李老师再一次评价起来他对写作的看法，每次看他这种评价，我的感觉都是他好像没看过什么好的文学作品一样。周末还花了一段时间看《富裕属于口袋装满快乐的人》，怎么说呢，多读这种书还是对改善自己的心态有很大的好处的。
值得记牢的话
李笑来：天下投资都一样，投资就是需要时间作为基本生产资料，不花时间的或者只花很少时间的不是投资，我们对这样的行为叫做投机。确实第一次见到这样划分投资和投机区别的，仔细想也非常有道理。
奥特曼：计划应该以几十年为单位来制定，但执行应该以周为单位来落地。
邱永汉：投资就是做没有人在做的事情，投资股票，需要百分之十的知识和百分之九十点忍耐，而借钱买股票是投资大忌。投资的金句是，投资的报酬是忍耐的报酬。
神鱼：币圈大概有四种钱，要分清楚赚的是什么：市场周期、短期市场情绪、价值成长、信息不对称。
王川：2021我发现间歇性断食，可以健脑和高效精准调节体重；2022我发现了慢跑，可以健脑和提高心肺功能；2023我发现了瑜伽和普拉提，可以训练核心肌群，提高精准控制能力，彻底解决各种腰酸背痛的问题；2024我发现了蒸桑拿，最佳剂量大概是一周四次，每次20分钟，可以促进心血管健康，极大降低精神压力，促进大脑生长激素分泌，延年益寿。
20240225:
Waking up this morning felt like torture. I don't know what M did to me last night, but I didn't rest well at all and was woken up early. I went to the living room and fell asleep again for a while. By noon, I couldn't take it anymore and took a nap.
I dreamed of having dinner with Boss Dong at his company, placing a powerful bomb on a submarine, as if on a spy mission meant to end in mutual destruction. Dining with Yanchen, listening to someone from China Life Insurance boast about their company. What kind of interpretation is this? The OURA ring recorded a long sleep duration of 7 hours and 42 minutes, but the deep sleep was only 15%, REM was only 22%, and 63% was light sleep.
There's no need to write the morning report on Sunday, but I still browsed a lot of market news. In the afternoon, by some fluke, I watched a bit of the national basketball game between China and Japan. Normally, I'm not interested, but lately, it feels like the fortunes of both countries are heading in opposite directions. Sure enough, after waking up from a nap, I saw that from being ahead, we had fallen behind, and even though Japan missed four free throws, China still couldn't turn the game around. This game set a record, as the Chinese team hadn't lost to Japan in 80 years. This duration has a very cyclical and ceremonial feel to it.
Invented a wooden toy as a target for a rubber band gun, leading to everyone starting to play and fight over it. Silently ordered another wooden gun.
Dined out with HT in the evening, his usual tricky maneuvers, suddenly bringing along someone I knew but couldn't quite remember where I had seen before. The meal ended up being somewhat regrettable. During the meal, it was mentioned that this guy is planning to develop his career in Thailand, sparking conversations too bizarre for me to engage in.
The general situation of the stock market on February 25th. The market has recaptured the 3000-point mark, but the national team also showed signs of fatigue, probably starting to sell off. Now is the time to test if confidence is sufficient. The Central Financial and Economic Affairs Commission held its fourth meeting, with everyone expecting some strong revitalization policies. What came out was a large-scale equipment update and consumer goods replacement to reduce social logistics costs. It's hard to judge whether the leaders don't understand or they do but have no solution. Which situation is worse? Considering that on Friday, the public account was still controlling keywords like "outperforming inflation," maybe the leaders really don't understand the situation. A deflationary trend has already formed, and it seems we've missed the critical timing. The situation probably can't be changed now.
The US stock market continued to surge last week, led by Nvidia, with major indices reaching new highs. Another astonishing thing was the Nikkei index also returning to its historical peak, finally overcoming the peak of the 1990s and starting a new journey. This was confirmed on Thursday, and Chinese media were not allowed to discuss it. But is it something that can be ignored by not discussing? Over the weekend, there were already discussions on why the Japanese stock market is doing well but the economy is poor. These disc throwers really have it tough. I'm gradually understanding why many chief economists or university professors don't make money because they have to keep repeating perhaps incorrect things, causing their inner anchor to drift and gradually lose the ability to make appropriate decisions.
The surge in UNI the day before heated up the entire market, probably leading many short hunters to open a large number of UNI wallets. The bull market is still developing and has not changed with the market's development. I didn't participate in the recent IPOs, and I wasn't very active in following the group's information. But I found something useful; I sent all the crypto information to JY, who is quite interested. This, in turn, spurs me to finish reading all the basics. JY is also going to the Hong Kong crypto conference in early April, and her enthusiasm really has a positive leading effect.
The biggest reading over the weekend was starting Li Xiaolai's new book "1000 Hours," arguing that any skill can be honed to first-class within 1000 hours, with the experiment being learning a natural language. I felt a chill down my spine after just a bit of reading; it's another book dense with knowledge, making it hard to digest, yet following it is still uncomfortable. There's a fun detail in the book where Li again evaluates his view on writing, making me feel like he hasn't read any good literature. Spending some time on "Wealth Belongs to Those with Pockets Full of Joy" over the weekend, how to put it, reading such books is still very beneficial for improving one's mentality.
Worth Remembering:
Li Xiaolai: "All investments are the same; investment requires time as the basic means of production. Actions that don't spend time or only spend a little time are not investments; we call such behavior speculation." It's the first time I've seen such a distinction between investment and speculation, and it makes a lot of sense upon reflection.
Ultraman: "Plans should be made on a scale of decades, but implementation should be carried out on a weekly basis."
Qiu Yonghan: "Investing is doing what no one else is doing. Investing in stocks requires 10% knowledge and 90% patience, and borrowing money to buy stocks is a big taboo in investing. The essence of investment is that the return on investment is the return on patience."
Shen Yu: "There are roughly four types of money in the crypto circle, and it's important to distinguish what you're earning: market cycles, short-term market sentiment, value growth, information asymmetry."
Wang Chuan: "In 2021, I discovered intermittent fasting, which can enhance brain function and precisely regulate weight; in 2022, I discovered jogging, which can enhance brain function and improve cardiorespiratory fitness; in 2023, I discovered yoga and Pilates, which can train core muscles, improve precision control, and completely solve various back pain issues; in 2024, I discovered steaming sauna, the best dose is about four times a week, 20 minutes each time, which can promote cardiovascular health, greatly reduce mental stress, promote the secretion of brain growth hormone, and extend life."