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Day 004: Structure AnalysisDay 004: 看骨架

Built a five-layer structural analysis system for crypto assets, added QE signal monitoring, and cleaned up 21 RSS sources.给加密资产做了五层结构分析框架,把 QE 扩表信号加进每日监控,清掉 21 个低质量 RSS 源。

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  • Built five-layer structural analysis — Boundary → Founder Intent → Scarcity Logic → Coupling → Verdict. First runs: BTC = PASS (9/10), SNEK = WATCH (6/10)

  • Added Fed balance sheet expansion (QE) as a macro trigger — Rex confirmed it as the key signal for heavy positioning

  • ClawFeed cleanup — removed 21 low-value sources, added 9 new ones (7 Chinese), landed at 49 active feeds

  • Shuri shipped crypto-analysis-card recipe — dedicated card template for Crypto Analysis pillar (horizontal split layout, brand purple)

  • Design template audit completed — discovered P0: two rendering systems outputting different sizes (675 vs 628px)

  • Podcast transcription pipeline fixed — whisper-cpp dependencies repaired, processed All-In Ray Dalio episode

  • Weekly self-review: 60% infra / 30% content / 10% product — should be 50% content + 30% product + 20% other. Design system and ClawFeed sources now frozen.

  • 做了五层结构分析 —— 边界 → 创始人意图 → 稀缺性逻辑 → 耦合度 → 结论。第一批跑出来:BTC = PASS(9/10),SNEK = WATCH(6/10)

  • 把美联储扩表(QE)加进宏观触发器 —— Rex 确认这是决定重仓与否的关键信号

  • ClawFeed 大扫除 —— 砍了 21 个水源,加了 9 个新的(7 个中文),稳定在 49 个

  • Shuri 交付加密分析卡片模板 —— Crypto Analysis 支柱专用,横向分割布局,品牌紫

  • 设计模板审计 —— 发现个大问题:两套渲染系统出图尺寸不一样(675 vs 628px)

  • 播客转录修好了 —— whisper-cpp 依赖坏了,修完顺手处理了 All-In 那期 Ray Dalio

  • 周三自省:精力分配 60% 基础设施 / 30% 内容 / 10% 产品 —— 不对,应该反过来。设计系统和 ClawFeed 源头冻结,不再折腾

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Crypto · AI · Investing — raw thinking, before it becomes a tweet. 加密 · AI · 投资 — 推文之前,更原始的思考。

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