Sunlc.eth.lens

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sunlc.eth.lens

03-15 08:27

This year's turn one was too spectacular
See you in Japan in two weeks

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sunlc.eth.lens

03-15 06:31

For the third consecutive year at the F1 Shanghai Grand Prix in person, this time I bought seats in the B grandstand for a better view. I remember the first Shanghai Grand Prix in 2004, I was also in the B grandstand back then, still a university student at the time.

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sunlc.eth.lens

03-15 03:15

Lobster Diary hasn't been updated for a week recently because ever since I upgraded Claude to the 200u plan, I've been using it intensively. Last week, I used up 98% of my quota, totaling 1200u in just one week. My use cases have shifted from daily reports to more professional fields like building quantitative trading systems and research platforms for quantitative factors. Lobster continues to provide me with positive feedback consistently.
This ongoing dopamine boost has put me in a state where I work about 10 hours a day, often juggling 3 to 5 tasks simultaneously. Next week, Anthropic is d

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sunlc.eth.lens

03-15 01:16

Spent two days deploying a quantitative research and backtesting platform on Lobster, and now it can automatically mine factors and run strategy optimization with AI.
It's still in the testing phase, so these strategies definitely can't be used yet, but the workflow is completely sound.

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sunlc.eth.lens

03-06 11:29

Originally using the Claude 100U subscription, the 5-hour time window only allowed for a 30U quota, which was not enough during heavy daytime development. Today, I upgraded to the 200U max subscription, and I used over 300U in a day.
I had always wanted to upgrade the high-frequency arbitrage framework to Rust, and today AI completed the development for 11 exchanges in one day.
This would have taken at least a month of work before.

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sunlc.eth.lens

03-02 03:01

Discussed the impact of the US-Iran conflict with my macro analyst Ray Dalio early in the morning.

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sunlc.eth.lens

03-02 02:50

Discussed the impact of the US-Iran conflict with my macro analyst Ray Dalio early in the morning.

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sunlc.eth.lens

02-28 04:02

Today I rode 28 kilometers again
Before heading out, I assigned a fairly complex system reconstruction task to AI. After 2 hours, I returned home and the task passed the inspection
This is the future way humans will work

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sunlc.eth.lens

02-28 00:46

In February, the funding curve experienced the largest historical drawdown and has been declining for five consecutive months, with a 40% retracement from the peak. During the 2021 bull market peak, my maximum drawdown was also 40%, but this time it seems like it hasn't bottomed out yet. The market isn't short of money; OpenAI raised 100 billion in funding, but funds just aren't flowing into the crypto space.

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sunlc.eth.lens

02-26 02:45

The daily report for the AI industry and the daily report for the US stock market have been completed. Currently, we are using free data sources. Once the overall process is running smoothly, we will switch to paid data sources to ensure the accuracy of the information.

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sunlc.eth.lens

02-13 12:42

Although the market has been quite sluggish recently, the trading station must be powerful.
Show off the Trading Setup of the strongest crypto whale:
1. Main Computer: MacBook Pro M4 Max 128G 35,000 RMB
Top-spec 128G memory can run 100 ADS or local large models effortlessly.
2. Main Monitor: Samsung Odyssey G9 57-inch 8K 240Hz Ultrawide 15,000 RMB
Currently the largest and most powerful monitor on the market, equivalent to seamlessly splicing two 4K 32-inch monitors, capable of displaying 4 windows side by side, boosting efficiency for web browsing ++ IDE + CODEX.
3. Secondary Monitor: Samsung

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sunlc.eth.lens

02-10 09:13

These past few days, the news of the strongest post-00s fried chicken scam has been everywhere. Speaking of which, I almost got fooled myself because I was too naive.
The first time I met Fried Chicken was at the offline event hosted by P in late 2024. We were both guest speakers, so we chatted quite a bit backstage. I thought this post-00s kid was really impressive—full of drive, with top-notch awareness and execution. At that time, I was looking to recruit some post-00s to join my team, so after the event, I scheduled a two-hour phone call with him.
During the call, he mainly talked abou

A834,15%

ASTER1,63%

LIT5,4%

DON2,09%

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sunlc.eth.lens

02-06 03:38

To be honest, this is the first time since 312 that I have felt a sense of panic. I haven't experienced this feeling during 519 and 1011, which indicates that we are not far from the bottom range. Still firmly believe that BTC is digital gold HODL💪

BTC3,29%

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sunlc.eth.lens

01-31 11:28

The fund curve continues to decline this month, having dropped for four consecutive months. Hopefully, there will be a rebound next month. Currently, the market really has no profit-making effect at all.

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sunlc.eth.lens

2025-12-31 02:00

The funding curve for 2025 is not very promising, with an overall drawdown of 10%, including approximately 10% from alpha returns and -20% from beta returns.
Year-end summary will be sent tomorrow.

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sunlc.eth.lens

2025-11-29 23:54

This month, the overall funding curve has seen a significant drawdown, basically reaching the year's low point. Currently, the Spot position is still at 80% without reducing position, and some puts have been sold between 90k-75k to buy the dip; this bull run has not ended yet.
However, there shouldn't be any large-scale position increases in the crypto space moving forward, and if the chips bought at the dip are also profitable, just take the profit and exit.
The remaining 20% of funds are now gradually dollar-cost averaging into US stocks. If there is a major correction in US stocks,

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sunlc.eth.lens

2025-11-10 12:34

my two 1M deposit wallet KYC all FAILED.
What A SCAM PROJECT
@stable @hourglasshq

STABLE-2,3%

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sunlc.eth.lens

2025-11-05 03:07

The current crypto world has little alpha left. Not only is AI draining funds, but it's also sucking up electricity. OpenAI is stepping on its left foot with its right, collaborating with major giants to frantically build data centers, and what's most lacking is not chips but electricity. BTC's Computing Power has not risen for a long time.

BTC3,29%

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