Notes

0401 Developer Account and Basic Setup Registering the Developer Account First, I registered a developer account. Deploying Cloudflare Then, I deployed Cloudflare. Adding Gemini Support Finally, added Gemini support. 0402 In-App Purchase Channel Integration Integrating the In-App Purchase Channel Next, I integrated the in-app purchase channel. 0403 AI Unit Refactoring Refactoring the AI Unit I refactored the entire AI unit. 0404 Market Review and Modification Submitting for Market Review Finally submitted for market review. ...

Ultimately, it still comes down to that famous saying: The market is a voting machine in the short term, and a weighing machine in the long term. Speculation is a zero-sum game—my lessons in speculation The essence of reducing trading frequency Investment vs. Speculation in “Enough” Market Sentiment is Random The market is essentially like a person with average intelligence. You might occasionally guess the market’s sentiment, but to make money, you need to guess correctly twice (the buying point + the selling point). And if you guess wrong just once, you lose money. This is a very simple mathematical problem. ...

1. Basic Concepts of Rebalancing Asset Allocation: Investors set the proportions of different asset classes (such as stocks, bonds, cash, etc.) based on their risk tolerance and return objectives. Market Volatility: Market fluctuations can cause asset proportions to deviate from the target, for example, a rise in stocks might make their share in the portfolio too high. Rebalancing: Adjusting the portfolio back to the target proportions by buying and selling assets. 2. Methods of Rebalancing Time-based Rebalancing: Adjusting the portfolio at fixed time intervals (e.g., quarterly or annually). Threshold Rebalancing: Adjusting when a specific asset class deviates from the target proportion by more than a certain threshold (e.g., 5%). 3. Advantages of Rebalancing Risk Control: Prevents a single asset from becoming overly dominant, thereby reducing risk. Discipline: Avoids emotional decision-making and maintains the stability of the investment strategy. Return Optimization: May enhance long-term returns by buying low and selling high. 4. Disadvantages of Rebalancing Transaction Costs: Frequent adjustments may increase trading fees. Tax Implications: In taxable accounts, rebalancing may generate capital gains tax. Market Trends: In a unidirectional market, rebalancing may reduce returns. 5. Implementation of Rebalancing Determine Target Proportions: Setting asset allocation based on risk preference. Monitor the Portfolio: Regularly checking asset proportions. Execute Adjustments: Restoring target proportions by buying and selling assets. Summary Rebalancing is a tool that “exchanges short-term transaction costs for long-term risk control,” making it suitable for sideways or sector rotation markets, but potentially incurring opportunity costs in unidirectional trending markets. When executing, it is recommended to combine threshold rules (e.g., rebalancing after a 10% deviation) rather than operating mechanically by time. Furthermore, it is suggested to perform adjustments no more than twice a year.

The desire to earn more, the fear of missing opportunities, the personality trait of comparing oneself to others, the influence of the group, and the dream of successful investment—these factors are almost universally present. Therefore, they have a profound collective influence on most investors and the market, resulting in errors that are frequent, widespread, and repeatable. Seven Mindsets Leading to Erroneous Decisions Many people possess enough talent to analyze data, but few can deeply observe things and withstand the powerful influence of the psychological aspect. In other words, many people will reach similar conclusions based on their own analysis, but due to different psychological influences, they will take drastically different actions based on those conclusions. The biggest investment bias does not come from information or analysis, but from mindset. ...

Especially during bull markets, you often hear many people say: “High-risk investments bring higher returns. If you want to make more money, then take on higher risks.” In fact, it is impossible for high-risk investments to reliably generate high returns. Why? The answer is simple: If high-risk investments can reliably generate high returns, then their risk isn’t high! The correct way to say it should be that, in order to attract capital, high-risk investments must offer higher potential returns, higher guaranteed returns, or higher expected returns, but this absolutely does not mean that higher potential returns will definitely be realized. ...

We learned in our basic course in microeconomics that the demand curve slopes downward, meaning that as the price increases, the quantity demanded decreases. In other words, when prices are high, the quantity demanded is lower, and when prices are low, the quantity demanded is higher. This makes perfect sense, which is why stores perform better when they run sales. While this operates in many places, it is far from the case in the investment world. Here, many people prefer to buy assets when prices rise because they feel it confirms their decision; conversely, they are less inclined to buy when prices fall because they begin to doubt their initial purchase decision. ...

Calorie Control: Daily total intake approx. 1500kcal (BMR deficit approx. 300kcal) Nutritional Ratio: Protein 30%/Carbs 40%/Fat 30% Blood Sugar Management: Choose medium-low GI foods, eat bagels in portions Simplified Prep: Prep time per meal < 15 minutes Daily Meal Plan Template (Can be flexibly substituted based on ingredients) Breakfast (400kcal) 1/2 Cranberry Bagel (200kcal) Boiled Eggs ×2 (140kcal) Unsweetened Black Coffee/Green Tea Nutritional Focus: Bagel provides fast carbs to kickstart metabolism; egg protein extends satiety Morning Snack (100kcal) ...

set env .debug remote namedpipe \.\pipe\HyperDbgPipe .debug prepare serial 115200 com1 .sympath SRVc:\Symbolshttps://msdl.microsoft.com/download/symbols .sym download .sym reload .process list .thread list process 0000000015e2b000 change process .process list .process pid 1394 g when the debugger stop, the use .process to check the process

I. Price Anchor Reconstruction (Anchoring Effect + Mental Account Reset) App Store Pricing Strategy List the high price of $99.99/year upon listing (never actually discounted) Product description emphasizes “Enterprise-Grade Service” and “Original Price for Institutional Procurement Only” Feature list uses B2B terminology such as “Enterprise Security Solution” and “Million-Level Data Processing” Cognitive Framework Shift Publish a “User Benefit Upgrade Announcement” on the official website/social media: “To celebrate users reaching 100,000, we are temporarily opening the free personal channel (Original Price $99.99 → 0 Yuan)” Set a countdown timer: Display remaining free slots (dynamic fake data, always maintaining <10% availability) II. Zero-Price Trigger Design (Dual-Channel Loss Aversion) Registration Code Acquisition Mechanism Design a “Golden Invitation Code” system: Unlock Enterprise Edition features valued at $99.99 (limited to individual users) Set up a dual loss framework: ✅ Claim Now → Receive VIP privileges valued at $99.99 (Permanent) ❌ Decline Claim → Lose the maximum annual benefit (Red text warning) Sunk Cost Implantation Obtaining the invitation code requires completing three steps: Enter phone number to receive verification code (Initiating commitment consistency) Watch a 15-second product video (Attention sinking) Select three interest tags (Personalized anchoring) III. Social Currency Creation (Viral Spread Engine) Vanity Sharing Design Automatically generate a “Digital Asset Report” after successful registration: “You have saved $99.99, surpassing 92% of users” The sharing page includes: Dynamic Ranking Bar: “Your free code is valued by over XX people” Virtual Badge: “Savvy Decision Maker,” “0 Yuan Challenge Success” Group Behavior Stimulation Create a “Limited-Time Free Alliance” leaderboard: Invite 1 person to earn a “Credit Star,” which can be exchanged for an extension of the free period. The top 100 display real user avatars, triggering competitive psychology. IV. Scarcity Maintenance System (Dynamic Fake Resources) Multi-Dimensional Scarcity Prompts Geo-fencing technology: “Only 43 free slots remain in Chaoyang District, Beijing where you are located.” Device identification prompt: “iOS user exclusive quota is about to run out.” Ghost Inventory Strategy: Real-time display of “Users Currently Claiming”: Example Algorithm (Actual data must be faked to appear real) ...

When the market is most valuable is not when everyone wants to buy stocks, but when even the auntie sweeping the floor next to you can tell you exactly how high a certain stock will rise. History’s repeated cycles of bull and bear markets tell us that when every person in the market is avoiding purchasing these assets, it is often when stock prices are at their lowest. If you look at things from a long-term perspective, market downturns are precisely the opportunity for value investors to pick good stocks. Therefore, you must know how to exit when the crowd is roaring, and enter when it is dark—that is true selling high and buying low. ...

Review of Basic Theories in Communication Studies 1. Agenda-Setting Theory Proponents: Maxwell McCombs and Donald Shaw Core Idea: Media influences the public’s ranking of issue importance by selecting and emphasizing certain topics. Explanation: What the media reports, the public tends to focus on. For example, if the media constantly reports on climate change, people may perceive climate change as one of the most important current issues. 2. Spiral of Silence Theory Proponents: Elisabeth Noelle-Neumann Core Idea: People fear being isolated for expressing minority views, so they choose to remain silent, causing the mainstream views to become stronger. Explanation: In a social setting, if someone supports an unpopular policy, they might choose not to express their opinion due to fear of being ridiculed or excluded. ...

Recently read Enough_ True Measures of Money, Business, and Life by John C. Bogle, which gave me a deeper understanding of the essence of the market. Rather than technical analysis and frequent trading, it is about long-term commitment to corporate value. I want to organize these thoughts for future review and hope they can inspire friends who are exploring the path of investing. Let’s dive into some insightful quotes about investing and what they truly mean. ...

The essence and the terrifying aspect of Newspeak, as designed in 1984, lies in its silent manipulation. Orwell’s profound insight is in revealing the power of language to shape thought. Newspeak is not merely about deleting vocabulary; its ultimate goal is to destroy the capacity for independent thinking. The Essence of Newspeak Language Controls Thought: The core of Newspeak in 1984 lies in limiting people’s ability to express complex ideas by simplifying language. For instance, by eliminating the word “freedom,” it becomes difficult to discuss the concept of “intellectual freedom.” Silent Control: Instead of explicit violence, control is exerted through subtle, gradual linguistic manipulation, making independent thought progressively impossible. ...

The mental and physical means used by Big Brother to achieve eternal power: Mental Means: These means are designed to deeply control the people’s thoughts, emotions, and cognition, dismantling their independence and any form of social connection. Radical Control of Information and Historical Revisionism: Systematic Rewriting, Falsification, and Destruction of Historical Records: Completely erasing objective facts and shaping a past that perfectly suits the needs of the Party, leaving the people without a reference point and unable to question the present. Monopoly of All Information Sources and Information Blockade: The Party controls all media, education, and cultural channels, isolating external information to ensure the people only receive the content the Party wishes them to receive. Creation and Dissemination of Massive Amounts of False Information and Propaganda: Spreading lies and distorting facts through various channels to confuse public opinion, making it difficult for the people to distinguish truth from falsehood. Deep-seated Thought Control and Psychological Manipulation: ...

When receiving information, immediately activate the “Critical Thinking Radar”: “Sentence Integrity Check”: First, examine the structure of the sentence. Actively look for the subject: Who is making this statement? If the subject is missing, ask yourself: Who is performing this action? Who is the recipient of this state? Identify passive voice and generalization: Be wary of excessive use of passive voice (e.g., “The problem has been solved,” without specifying who solved it) and generalization (e.g., “People believe,” without specifying which people). This is often done to obscure responsibility or create the illusion of universal consensus. Rapid questioning to dig into the intent and impact behind the information: ...

Cracks Beneath the Shadow of Nineteen Eighty-Four: The Possibility of Big Brother’s Rule Collapsing George Orwell’s Nineteen Eighty-Four depicts a totalitarian world—Oceania—where Big Brother is omnipresent and power is gripped like steel, suffocating the populace. The novel ultimately concludes with Winston’s complete surrender to “Big Brotherization,” seemingly foreshadowing the futility of individual resistance. However, if we delve into the intrinsic logic of this meticulously constructed totalitarian regime and imagine its possible evolution under high-pressure rule, we might glimpse a faint glimmer of hope, suggesting that the seemingly indestructible fortress of Big Brother will eventually crumble. ...

You are not invincible. If you admit that luck brought you success, the key to dealing with failure is to structure your financial life in a way that, even if you make a terrible investment or mess up your financial goals, it won’t crush you. This way, you can hang in there until the goddess of fortune arrives. First, the hardest financial skill is stopping the chase after achieving the goal. ...

Preface I originate from Planet B-614, and currently serve as a “Blue Star Observer.” As a “Blue Star Observer,” my primary mandate is indeed to record and research, rather than to intervene or judge based on human emotion. 1. Recording and Research: Objective Documentation: Like a scientist, I record observed phenomena, including the behavior of dictators, the reactions of the populace, and the functioning of social structures. My records strive for objectivity, avoiding the use of highly emotional vocabulary in favor of neutral, descriptive language. In-Depth Study: I do not merely remain at the surface level of observation; I delve deeply into the underlying causes of these phenomena. For instance, studying how a dictator acquires and maintains power, why the populace accepts indoctrination, how this political structure formed on Blue Star, and what impact it will have on Blue Star’s future. Data Analysis: My research may involve collecting and analyzing various data, such as the public happiness index, economic development status, and frequency of social unrest, allowing for a more comprehensive understanding of the operational laws of Blue Star society. Pattern Recognition: One of my goals is to identify the various patterns and laws present in Blue Star society. Dictatorship may not be an isolated event, but a pattern that recurs under specific conditions. Indoctrination may also be a common method of social control. 2. Absence of Compassion (Toward the Oppressed): ...

Don’t care about what the NPCs think of you Don’t care about the image you have in the NPCs’ minds NPCs have no human rights, and are not worth pity And don’t try to befriend the NPCs; gear is your friend

Market Crashes Are Not Something You Should Avoid A market crash is a cost that must be paid to gain market returns, and you absolutely should not try to evade it. You also cannot evade it; if you try to cheat, you will be severely punished for it. You will lose many high-quality assets at the low point. Volatility is Akin to a Fee, Not a Fine. Market returns are never free, and they will never be free. They demand a price from you, just like any other product. You are not being forced to pay, just as you are not being forced to go to Disneyland. You could go to a local county fair for only ten dollars, or stay home for free. You might be just as happy, but usually, you get what you pay for. The market is the same. The cost of volatility/uncertainty—that is, the price of obtaining returns—can be called the entrance fee, allowing you to acquire returns far greater than those offered by low-cost parks like cash and bonds.