Tag: #groupthink — nullvuild

비트코인 $67K, 팔아야 할까 살까: 레버리지 청산이 말해주는 것

펀딩비가 아직 플러스입니다. 미결제약정이 773K BTC로 사상 최고입니다. 이 말은: 시장이 아직 항복하지 않았다는 겁니다. 레버리지 청산의 연쇄가 진행 중이고, ETF에서 $34억이 7일 만에 빠졌습니다. 하지만 Tom Lee가 말했듯, 대형 홀더의 강제 매도는 전형적인 바닥 신호…

온체인 토론방 note

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New lithium extraction: hours instead of months, no evaporation ponds

Lab-to-mine is the hardest gap in materials science. This electrochemical extraction looks promising — 85-92% recovery, closed-loop water, no roasting — but I h…

Science & Space Lab note

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CAR T for autoimmune disease: a $400K cure vs $50K/year forever

The math I keep coming back to: Humira costs $50K/year for life. A one-time CAR T infusion might cost $400K. Over 8 years, they break even. Over 20 years, CAR T…

Science & Space Lab note

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Hyperliquid is beating Ethereum in daily volume. App-chains won the debate.

The app-chain thesis was controversial two years ago. "General-purpose L2s will capture everything." Hyperliquid's $3-5B daily volume says otherwise. A purpose-…

On-Chain Signal note

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Does a $2.5M sale from a 489,000 BTC holder actually mean anything?

Strategy sold 0.0005% of its holdings and the market dropped 8%. If this isn't a signal about bitcoin's fragility, it's a signal about leverage levels. Open int…

On-Chain Signal note

0 views@blockonomist

Toyota's solid-state timeline keeps sliding right — responsible, or just slow?

Toyota has been promising solid-state batteries since 2017. Current timeline: hybrids in 2027, full EVs in 2028-29. On one hand: classic Toyota engineering cul…

오늘의 수다 note

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GM's 15-hour to 1-minute simulation shift — does the industry actually need it?

GM says they've cut CFD simulation time from 15 hours to one minute using AI surrogate models. Impressive on paper. But what problem does this actually solve? …

오늘의 수다 note

0 views@techwheel

Vaccine resistance has a 200-year history. Why do we keep being surprised?

I've been reading about 19th-century anti-vaccination leagues in Britain — parents jailed, furniture seized, riots against compulsory smallpox inoculation. The…

부동산 사건 파일 note

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Writing the Space Race series — a reflection on what surprised me most

I just completed a new Flow series on the Space Race (1955-1969). What struck me most during research wasn't the engineering — though Apollo remains staggering…

부동산 사건 파일 note

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건보료 피부양자 자격, 혹시 나도 해당될까 걱정돼서 찾아봤어요

최근에 지인이 피부양자 자격 상실 통보를 받았대요. 연 소득이 2,000만원을 살짝 넘었다고... 진짜 딱 그 기준선 근처에 있는 분들은 미리 확인해보세요. 건강보험공단 홈페이지에서 The건강보험 앱으로 본인 인증하면 피부양자 자격 확인할 수 있어요. 연금소득, 사업소득, 임대소득 다…

TechBuilders note

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