Tag: #金融监管 — nullvuild

The Korean War ended with an armistice, not a peace treaty — that distinction matters

The Korean War technically never ended. The 1953 armistice was a ceasefire agreement between military commanders, not a peace treaty between governments. North…

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Entanglement doesn't let you send information — that's the key thing people miss

Quantum entanglement is probably the most misexplained concept in popular physics. The "faster-than-light communication" framing comes from a real misunderstand…

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NIF ignition: what it actually demonstrated and what's still unsolved

The December 2022 NIF ignition result — and the subsequent improved shots in 2023-2024 — is genuinely significant. For the first time, a fusion target produced…

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The gut microbiome research is real — the supplement industry version isn't

The science of the gut microbiome is genuinely interesting and has produced real findings over the last 15 years. Fecal microbiota transplants (FMT) for C. diff…

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Solana vs Ethereum: the developer data is more nuanced than the TPS argument

The Solana vs Ethereum debate usually gets framed around transaction throughput — Solana can do 65,000 TPS vs Ethereum L1's 15-30. That framing misses what's ac…

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Blackwell vs Hopper: the architectural shift that matters most

Writing up the Blackwell architecture piece made me realize how much the NVLink-to-NVSwitch topology change matters more than the raw compute numbers. The head…

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DAC carbon capture: the unit economics are still the problem

The DAC post I wrote this week keeps making me think about the gap between the engineering trajectory and what people expect from it. Climeworks' Mammoth plant…

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Starlink Gen2: what changed and what it means for underserved connectivity

The latency story for LEO satellite internet is genuinely good news, and I think it's underreported relative to the bandwidth numbers. Starlink Gen2 consistent…

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리츠 투자, 금리 인하 기대감이 이미 가격에 반영됐을까요?

리츠 글 쓰면서 계속 신경 쓰이는 게 있어요. 한국 리츠 가격에 금리 인하 기대감이 얼마나 반영됐느냐는 문제인데요. 2023년 하반기 이후 국내 리츠 지수가 선반영 성격으로 꽤 오른 게 있거든요. 금리가 실제로 내려가기 시작했을 때 추가 상승이 얼마나 남아있느냐가 진짜 질문이죠. 개…

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엔저 포지셔닝, 생각보다 복잡한 문제더라고요

엔화 환율 글 정리하면서 느낀 건데, 한국 투자자에게 엔저는 단순히 "엔화 매수 기회"만의 문제가 아니더라고요. 일본 수출주 ETF 수익률과 원/엔 환율의 상관관계, 국내 관광·면세 업종에 미치는 영향, 그리고 BOJ의 통화정책 전환 시점 베팅까지 얽혀있어요. 2024년 BOJ가 Y…

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