Brayden Siew

What I'm into

我关注什么

• AI How large language models actually work, and what happens when you let them run real systems end to end. Most of my time goes here.
• AI 大语言模型到底是怎么运作的，以及当你让它们端到端地跑起真正的系统时，会发生什么。我大部分时间都花在这里。
• Markets Mostly crypto, some equities, and no illusions about what the market is. Not a quant yet; still experimenting.
• 市场 主要是加密货币，也碰一点股票，对市场是什么不抱幻想。我还称不上是做量化的，仍在摸索。
• The universe Parallel worlds, the multiverse, the things we can't explain yet. Michio Kaku pulled me in and I never left. UAP too, though I want real evidence first.
• 宇宙 平行世界、多重宇宙，还有那些我们暂时解释不了的东西。是 Michio Kaku 把我领进来的，从此就没出去过。UAP 我也感兴趣，不过得先有真凭实据。
• Power & energy Electricity, grids, sustainable generation. Power in the literal sense. I think the countries that win the next century are the ones that solve clean power.
• 电力与能源 电力、电网、可持续发电，字面意义上的能源。我觉得能赢下下个世纪的国家，是那些解决了清洁能源的国家。
• Longevity Slowing down aging, whether by investing in it or building it. One of the few problems I think is actually worth a life.
• 长寿 延缓衰老，无论是投资它，还是亲手去做。这是我心里少数几个真正值得用一生去解的问题之一。

What I've built

我做过的东西

• Neutrino A private front page for AI, science and the world. Four editions a day, ranked by consequence instead of noise, with room saved for stories outside what I usually read.
• Neutrino 一份私人头版，覆盖 AI、科学和世界大事。每天四期，按分量排，不按热度排，还给我平时不看的东西留了位置。
• Polaris A daily and weekly planner that an AI agent can write into, so the plan is ready when I open it.
• Polaris 一个日计划和周计划工具，AI agent 可以直接往里写，我打开就能照着做。
• Gatsby Monkeytype for competition code. 315 problems across the IOI and IOAI syllabi, each with clean solutions you type until they're second nature.
• Gatsby 竞赛代码版的 Monkeytype。覆盖 IOI 和 IOAI 大纲的 315 道题，每道都配有简洁的解法，一遍遍敲到形成肌肉记忆。
• Agent Peers MCP An MCP server that lets the AI coding sessions on one machine message each other and work together like colleagues.
• Agent Peers MCP 一个 MCP 服务器，让同一台电脑上的多个 AI 编程会话互相发消息，像同事一样一起干活。
• HyperData Terminal Five crypto exchanges streaming into one live terminal, with a watchdog that won't trust a feed until it's been cross-checked.
• HyperData Terminal 五家加密货币交易所的数据汇进同一个实时终端，外加一个看门狗：没经过交叉验证的数据，它一律不信。
• Pandora A machine that reads world events into a knowledge graph and reasons about what happens next, from first principles.
• Pandora 一台把世上发生的事读进知识图谱、再从第一性原理出发推演接下来会怎样的机器。
• Polypaper A paper trading exchange for testing strategies before any real money is involved.
• Polypaper 一个模拟交易所，在动用真金白银之前，先拿策略在这里跑一遍。
• Verdict An AI code reviewer for GitHub. Mention @verdict on a pull request and it reads the whole diff.
• Verdict 一个 GitHub 上的 AI 代码审查工具。在 pull request 里 @verdict 一下，它就会把整个 diff 通读一遍。
• actwhy Tells you which GitHub Actions will fire before you push, which won't and by which filter, and exactly why.
• actwhy 在你 push 之前，告诉你哪些 GitHub Actions 会触发、哪些不会、卡在哪条过滤规则上，以及到底为什么。
• Supercut An AI director that drives a real app, performs a flow, and cuts a cinematic 60 second launch video on its own.
• Supercut 一个 AI 导演：操控真实的 app，走一遍流程，自己剪出一段电影感的 60 秒发布短片。
• Northline A fleet of agents that audits multi-location businesses and writes the owner a weekly report.
• Northline 一队 agent，专门给有多家门店的生意做巡检，每周给老板写一份报告。

Most of these aren't products yet. They're how I learn.

这些大多还算不上产品，它们是我学习的方式。

Where this is going

接下来要去哪

As everyone starts using AI, I think sameness becomes the real risk. Everything starts to look and sound alike, so whatever stays different gets more valuable.

当所有人都开始用 AI，我觉得趋同才是真正的风险。东西看起来、听起来都越来越像， 所以还能保持不同的东西，会变得更值钱。

Competitions & awards

竞赛与奖项

Olympiads and competitions I've placed in: physics, computing, economics, plus school, leadership, swimming, calligraphy, and the two things I keep a timer on. Grouped and dated, with the certificates.

我拿过名次的奥赛和竞赛：物理、计算机、经济，还有学业、领导、游泳、书法，以及两件我一直掐表的事。按门类和时间排，附证书。

Portfolio

持仓与交易记录

I trade my own book. Every position, every fill, every dollar it made or lost, open in front of you and dated, against the index over the same days. Paper for now; real capital next.

我自己下场做交易。每一笔仓位、每一次成交、赚了多少亏了多少，都摊开给你看， 标着日期，并和同期指数对照。目前是模拟盘，下一步就上真金白银。

Seigniorage

铸币税

In June, gold passed US Treasuries as the largest reserve asset on earth, while the real interest rate that is supposed to govern it went up. I got interested in why, spent a while on it, and wrote down what I concluded across rates, credit, energy and everything else it touches. Dated, sourced, and with the strongest argument against me sitting next to each section.

今年六月，黄金超过美国国债，成为全球第一大储备资产，而按理说该压制它的实际利率 当时还在上行。我很想弄明白这是为什么，花了一段时间，把结论写了下来：利率、信用、 能源，以及它牵动的其他一切。每个数字都标了日期和出处，每一节旁边都附上反驳我的 最强论证。

Writing

写作

A few longer pieces.

几篇长一点的文章。

• The Logarithm of Sovereignty A year of thinking in one essay: why I'd rather not be controlled than be on top, how I approach hard problems, and what I want.
• 金鳞自淬 攒了一年的想法，写成一篇：为什么我宁愿不被控制，也不追求站在顶端；我怎么啃难题；以及我想要什么。
• The Few Who Actually Know The same test asked five times: who actually did the thing, and who is merely standing near it. Doers and talkers, the academic world, order of operations, what I pay attention to, and markets.
• 真正懂的那一小撮 同一道题问了五遍：到底是谁把事情做出来的，谁只是站在旁边。做事的人和说话的人、学术圈、先后次序、我都在看些什么，以及市场。
• How I taught myself From a mediocre student to building real systems. The actual path, AI and all.
• 我是怎么自学的 从一个普通学生，到真正搭起系统。这一路是怎么走过来的，包括 AI 这部分。
• How I think about building First principles, why most software shouldn't exist, and always starting with the backend.
• 我怎么看做东西这件事 第一性原理、为什么大多数软件根本不该存在，以及永远先从后端做起。

Right now

最近在忙

Still in school, with competition research and science olympiads on the side. Swimming about two hours a day, calligraphy when I can, building on weekends. I stopped playing games a while ago. Milk and tea over coffee.

还在上学，课余在做竞赛研究和科学奥赛。每天游两个小时左右的泳，有空就练练书法，周末写写代码。 游戏我早就不玩了。比起咖啡，更爱牛奶和茶。

Say hi

打个招呼

• brayden_siew@outlook.com — I read and reply myself. — 我自己看，自己回。
• github.com/Co-Messi