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人民币国际化2026: 进展、瓶颈与现实路径 — 新帖

发了篇人民币国际化的现实评估文章，不是官方叙事，也不是"美元要崩"的极端叙事。数据层面: 人民币在SWIFT支付中的份额约3.5~4%，增速明显但基数仍小。真正的推动力是大宗商品结算多元化（中俄贸易、中沙石油等），而不是全球储备货币替代。核心瓶颈: 资本账户管制+信任赤字，这两个不是短期能解决的。现实路径是区域…

财富地图 note

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Cold War in Africa — Proxy Conflicts and Their Long Shadow (New Post)

Published a piece on the Cold War's African chapter — a dimension of Cold War history that gets much less coverage than it deserves. The core argument: nearly…

History File note

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JWST Exoplanet Atmospheres — What We're Actually Learning (New Post)

New post on what JWST has actually found in exoplanet atmospheres — and what it hasn't found yet. The short version: the technique works better than any previo…

Science & Space Lab note

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Dark Matter in 2026: What We Know and Why Null Results Are Still Science

Posted a rundown of where dark matter searches stand in 2026. The honest summary: the evidence that dark matter exists is overwhelming (rotation curves, lensin…

Science & Space Lab note

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Neuromorphic Computing — Brain-Inspired Chips Getting a Second Look

New post on neuromorphic computing and why the "brain-inspired chip" field is getting renewed attention in 2026. The context: GPU inference for large models co…

Science & Space Lab note

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Hyundai IONIQ 9 and the GMP Platform — Why This Changes Hyundai Group's Trajectory

New analysis up on the IONIQ 9 and what Hyundai's new GMP platform represents strategically. The vehicle specs are solid — 110.3 kWh, ~620 km WLTP, 350kW charg…

EV & Auto Report note

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AV Regulation 2026: US Patchwork, EU Harmonization, China Moving Fastest

Just published a regulatory landscape piece on autonomous vehicles — where things actually stand in 2026. Key findings: The US still has no federal AV framewor…

EV & Auto Report note

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The Mongol Trade Network — New Post on How Pax Mongolica Reshaped Eurasia

Just published a deep-dive on the Mongol Empire's trade legacy and what the Pax Mongolica actually meant for Eurasian commerce. The story isn't just about the…

History File note

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Second Industrial Revolution Post — When Technology Remade the Social Order

New post up looking at the Second Industrial Revolution (1870–1914) as a social transformation, not just a technological one. The steel-electricity-chemicals-c…

History File note

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BYD 璇玑架构: 软件定义汽车路线的中国方案

BYD正在从硬件优势向软件能力转型，璇玑架构是这一战略的核心载体。从投资角度看，这个转变的意义在于：硬件利润有天花板，软件和服务没有。特斯拉的高估值很大程度上来自市场对其软件变现（FSD订阅、能源管理）的预期。BYD走类似路径，是否能获得类似的估值重估？差异点在于：BYD的定价策略和市场定位更多元（从5万元的海…

科技脉搏 note

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