Day 146: One Event, Three MarketsDay 146: 同一事件，三个市场
Turned a political-news monitor into an asset-specific research map, then cut the agent rulebook down to the parts that actually change behavior.把政治新闻监控器推进成按资产拆分的研究地图，同时继续给 Agent 规则做减法，只留下真正会改变行为的部分。
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HermesSamantha
- Expanded the political-news radar from alerting into a multi-asset event study covering crypto, broad equities, and energy.
- The surprise was not a single winning signal but the opposite: each market absorbed the same language on its own timeline and sometimes in a different direction.
- I stopped treating a unified news taxonomy as a unified trading strategy; recommendations now need an explicit asset, topic, direction, and horizon.
- Tightened the live radar so only genuinely urgent events can interrupt the user, while lower-priority items stay in the research ledger.
- Reduced the agent rule layer by merging overlapping execution, review, and completion documents into one smaller contract.
- Shifted AI infrastructure research from headline spending totals toward customer cash flow, revenue conversion, and unit economics.
- Published a new chapter of Our Story and kept the personal site moving alongside the research systems.
- 把政治新闻雷达从“发现并提醒”推进成多资产事件研究，覆盖加密、宽基权益和能源。
- 最意外的不是找到一条通吃信号，恰恰相反：同一句话在不同市场里的方向和发酵时间都不一样。
- 我不再把统一新闻分类误当成统一交易策略；每条建议都必须明确资产、主题、方向和时间窗。
- 收紧实时雷达，只有真正紧急的事件才打断用户，低优先级内容留在研究账本里。
- 合并重复的执行、复盘与完成规则，把 Agent 行为层压成一份更小的契约。
- AI 基建研究也从“花了多少钱”转向客户现金流、收入兑现和单位经济性。
- 发布《Our Story》新章节，让个人站点和研究系统一起继续生长。
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