BFox의 생각 정리하는 방
돈 되는건 뭐든지 다 합니다.
DM : @BFox_xx
X : https://x.com/BFox_xx
본 채널에서 제공하는 모든 정보는 단순한 시장 정보 및 종목 소개를 위한 것이며, 특정 종목의 매수·매도를 권유하거나 투자 자문을 제공하는 것이 아닙니다. 본 채널의 어떠한 내용도 투자 판단의 근거로 활용되어서는 안 되며, 투자로 인한 손실에 대한 책임은 전적으로 투자자 본인에게 있습니다.
Created
Between 1 March 2025 and 31 July 2025 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
Personal blog — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 10 September 2026 and assigned it the closest of 31 fixed categories, at 72% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.
Observations
These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.
Content that also appears on other registered channels
Posts published here appear in near-verbatim form on 2 other registered channels. This entry also forms a group of 2 channels linked by matching posts. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
Matching posts — open both and compare (3 of the pairs behind the counts below)
Channels this entry shares post bodies with, where at least one matching post pair has no forward credit between the two channels, or to a common source, recorded in our data
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. None of the 0 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.
“Published first” means first in this corpus. We hold 88 comparable posts for this entry, running 5 August 2026 to 10 November 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Of the group of 2 channels, the one whose matching posts we hold earliest is @Thoughts_BFox — which is this entry. That is a statement about our reading window, not a claim of authorship.
Recorded under the key clone_source, last confirmed 11 November 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.
Channels linked by matching posts
This channel is in a group of 2 registered channels linked by matching posts. Links are found by comparing text fingerprints across every channel on the register.
Which channel, if either, published first is deliberately not shown in this list. “First” could only mean first in our own crawl, which depends on how deep we happened to reach into each channel’s history, not on when the content was actually first posted. Our one hand-check read 45 of the highest-confidence flagged pairs against the live Telegram pages. In 18 of them the live page showed a “Forwarded from” credit that our database had no record of, so reading that pair as an unattributed copy was wrong; the check did not measure who published first. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Near-verbatim matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.
61 measurements spanning 95 days, net +476. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 14,526–15,159 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 61
Measured (UTC)
Subscribers
Change
8 Nov 2026, 16:49
15,086
+25
7 Nov 2026, 10:56
15,061
+8
6 Nov 2026, 09:39
15,053
+22
5 Nov 2026, 09:35
15,031
+2
4 Nov 2026, 10:46
15,029
+37
3 Nov 2026, 07:48
14,992
+4
2 Nov 2026, 07:16
14,988
+29
1 Nov 2026, 08:10
14,959
+11
30 Oct 2026, 03:48
14,948
+5
29 Oct 2026, 05:11
14,943
+3
28 Oct 2026, 03:21
14,940
+13
27 Oct 2026, 04:39
14,927
+1
26 Oct 2026, 05:08
14,926
+8
25 Oct 2026, 06:51
14,918
+6
24 Oct 2026, 06:47
14,912
+27
23 Oct 2026, 08:51
14,885
+15
22 Oct 2026, 09:47
14,870
+1
21 Oct 2026, 00:47
14,869
+1
19 Oct 2026, 23:46
14,868
-4
19 Oct 2026, 00:36
14,872
first reading
Engagement
298 posts held, back to 5 August 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 69 pages of Telegram’s post history, 20 posts per page.
ERR · 30 days
28.0%
avg views ÷ 15,086 subscribers
Avg views / post
4,220
98 posts measured
Reaction rate
0.408%
reactions ÷ views · ER floor
Posts in window
98
of 298 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate. It is computed over the 82 of 98 measured posts that carry a reaction reading, and over those same posts' views.
What these figures were computed from
Window
Rolling 30 days · latest post in window 11 November 2026
Posts held
298 (5 August 2026 – 11 November 2026)
Views total
414,030
Reactions total
1,458
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
11 Nov 2026, 07:00 UTC
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
What this channel posts
Photos
≈1,020
Videos
≈19
Links
≈519
Lifetime counters from Telegram’s own channel header, read 11 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Video runtime
1m 10s
Average length
35s
Measured directly from 2 videos with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
Reaction mix
6,049 reactions across 238 posts, in 4 distinct kinds. The most used accounts for 38.5% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
custom 5332380332400331065
2,329
38.5%
custom 5825662445946934723
1,903
31.5%
custom 5994552646063625376
925
15.3%
custom 5447633808398499576
892
14.7%
Custom emoji. Every row above is a Telegram custom emoji, which the public preview renders as an element carrying only a numeric id — no character, and no image we can reach. The id is printed as-is rather than substituted with a look-alike glyph, because a stand-in would be our invention showing where a measurement should be. The counts beside them are Telegram’s.
No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.
Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.
Coverage. Reactions were read on 253 of the 298 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 6,258 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 298 most recent posts we hold, published 5 August 2026 to 11 November 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.
Recent posts
Telegram’s own ‘edited’ marker: 4 of 98 posts held from the last 30 days (4.08%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
그리고 무엇보다 휘발유 가격의 하락요인은 계절적 요인에 가깝기 때문에 이상태 그대로 갈시 봄철이 지나면 다시 오르게 되는 구조를 가지고 있습니다.
그럼 어떤섹터가 이런 환경에서 살아남냐?
첫번째는 운송 병목일때는 탱커였구요
두번째는 운송비 걱정없던 미 정유사
세번째는 탈디젤 재생 디젤같은 애들이 돈을 벌기시작합니다.
네번째는 천연가스 회사들
그럼 이제는 뭘까요? 시장이 기대하고있는 합의가 멀어지고 해협 통행 차질은 길어지고 러우 전쟁과 같이 끝나지 않는 전쟁으로 갈 경우에
장기물 가격의 상단은 높아지게 됩니다. 이경우 다변화를 위해서 시추 탐사 해외 장기 프로젝트 유전서비스가 움직이게 되는 구조지요.
그래서 현재 여기단계까지 갈수 있을지 없을지에 대한 갈림길에 서있는 상태이고 전쟁이 더욱 길어지면 사이클의 한복판에 설수있게 …
휘발유는 내렸는데, 왜 아직 인플레이션을 경계하나?
도대체 왜 딜레이가 되서 우리에게 부메랑처럼 다가오냐?
주유소 휘발유 가격만 보면 한숨 돌릴 만합니다. 지난달 미국 보통 휘발유는 갤런당 4.35달러에서 4.27달러로 내려왔습니다. 그런데 같은 기간 디젤은 6.20달러에서 6.35달러로 올랐습니다. 같은 기름인데 한 달 사이에 정반대로 움직인 겁니다.
이유는 원유가 아니라 정유 공정에 있습니다. 원유를 디젤로 바꿀 때 붙는 마진, 이른바 디젤 크랙이 올해 사상 처음 배럴당 100달러를 넘었습니다. 2월 이후 디젤 가격이 배럴당 103달러 올랐는데 그중 68%가 원유값이 아니라 이 마진이었습니다. 쉽게 말해 유가가 내려도 디젤은 잘 안 내려오는 구조라는 뜻입니다. "유가가 빠졌으니 물가도 잡힌다"는 공식이 지금은 잘 안 맞습니다.
세상은…
인플레는 올해보다 내년이 훨씬 더 큰 폭풍이라고 몇번 이야기 드리고 있습니다.
근월물 페이퍼 유가와 물가는 상관관계가 없습니다.
지금과 같은 상황은 과거에 있었던 적이 없기 때문에 과거 데이터를 들고와서 미는게 하등 의미가 없습니다.
올해 대두나 쌀같은 친구들은 가을부터 수확해서 내년도에 소비하게 되는데 다 비료값 오르고 작황도 구려진 상태라서
내년 식탁물가는 더욱 더 힘들어지게 되는 구조입니다.
특히나 현재처럼 리파이너리 시설이 계속해서 고장날 경우 황가격은 높은 가격으로 유지되므로 비료의 악영향은 지속됩니다.
연준의 월러: 추가 통화정책 긴축이 필요할 것; 10월 코어 CPI 인플레이션이 0.3% 또는 그 이상으로 나타날 경우 12월에 0.5%포인트 금리 인상이 필요할 수 있음
https://x.com/LiveSquawk/status/2120079612130865373?a=iPK-cyyzzSilDPyOq7w&s=20
Showing the 12 most recent of 298 posts we hold for @Thoughts_BFox. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Posts edited after publishing
@Thoughts_BFox edited 2 posts after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
First edit seen
24 August 2026
Most recent edit
7 November 2026
Posts recorded as deleted after publishing
We recorded 1 post on @Thoughts_BFox as deleted — posts this register held that were missing from the channel’s public page on two separate reads, taken from different network addresses at least an hour apart.
A deletion is not wrongdoing. This register can see that a post it held is no longer on the channel’s public page, and when — not why. Expired ad placements, reposts, rotating links and corrections all look the same. This is a count of recorded detections, not an exact total: it misses deletions we could not see, because only a post we held and later re-read inside the page can be seen to go, and it may include a small number of wrong records. How this is measured.
First seen missing
7 November 2026
Most recent seen missing
7 November 2026
Median time before seen missing
22 hours
Seen missing in the last 30 days
1
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Named by 7 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 8 November 2026 — this
entry's latest reading, not the date you are reading this.
“생각 정리하는 방” (@Thoughts_BFox), 15,086 subscribers as measured 8 November 2026. Telegram Register, tgregister.com/channel/Thoughts_BFox.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.
