🪷LotusLotus🎧

@qinbafrank 跟币圈差不多，zh可能就是大号律动，媒体包随便发

凌晨伊朗总统这个表态的诡异之处：zeorohedge是在凌晨零点39分第一个发出来的，而彭博社的快讯零点50分才发出，半岛电视台新闻更晚发布凌晨2点。然后半岛电视台凌晨3点又发布伊朗外长阿拉各奇表态：“不相信与美国的谈判会取得任何成果、信任度已经降至零”。 但市场已经暂时忽略伊朗官方的最新表态。 这事诡异的的点在于： 彭博这个记者、人脉遍天下的头牌媒体竟然比ZeroHedge还慢了十多分钟。就在ZH快讯发出来后，美股立即大反弹，原油下挫。有没有一丝操纵的味道在？特别是又是季末再平衡，有大量的被动资金调仓，更容易引发跟风。 我也不确定，只是觉得略显奇怪🤔 请原谅这个事情有点阴谋论了，希望我的怀疑是错的。

@jukan05 海力士今年可能在美国上市 @xiaomustock

SK hynix begins selecting underwriters for potential U.S. ADR issuance ▶️ Key points • SK hynix has distributed RFPs to major global investment banks as it moves forward with preparations for a potential U.S. ADR listing. • The expected deal size is estimated at KRW 10 trillion to KRW 15 trillion, with a new share issuance seen as the most likely structure under review. • Industry sources expect the listing could take place within this year. ▶️ Management comments • SK Group Chairman Chey Tae-won directly stated at GTC 2026 that the company is reviewing an ADR listing. • He emphasized that such a move would allow SK hynix to gain exposure not only to Korean shareholders, but also to U.S. and global investors, making it a more global company. • At the company’s 78th annual general meeting on March 25, a proposed amendment to the articles of incorporation regarding the holding and disposal of treasury shares will be submitted for approval. ▶️ Market implications • A move into a higher-valuation market could support a re-rating of the stock.

@_0xKenny 499是订金，售价$15000

$499 DIY你自己的Optimus机器人 Asimov即将推出1.2 米高的人形机器人 DIY 套件：结构件、执行器、电机、传感器全打包。35kg，27 个自由度，单臂能举 18kg。全开源，随便拆，随便改。 定位： 人形机器人界的树莓派/Arduino开源平台。 如果把OpenClaw丢进这套硬件里当大脑，让小龙虾🦞接管这套硬件，用高速LLM输出结果： 方式一：Skills 直接驱动硬件 写一个 Skill，让 OpenClaw 通过串口或 ROS2 发指令控制关节。当我们说"把桌上那个杯子拿过来"，OpenClaw 理解意图，转换成关节角度序列，执行。这和现在让龙虾控制浏览器点击按钮，底层逻辑完全一样。 方式二：视觉感知 + 决策 OpenClaw 现在已经能截图分析界面。接上摄像头，就能"看"物理环境。感知 -> 推理 -> 执行，这个 Agent 闭环在数字世界跑通了，搬到物理世界只是换了执行层。 方式三：多 Agent 分工 一只龙虾负责感知和环境理解，一只负责运动规划，一只负责和你对话接收任务。多 Agent 架构天然适配这套分工。 方式四：Memory + 持续学习 每次任务结束，写回 MEMORY.md。机器人记得上次搬箱子的路径、记得家哪个门需要用力推、记得主人喜欢咖啡放在哪里。这是 OpenClaw 记忆系统的物理世界延伸。 类似Openclaw控制chrome浏览器： 以前：控制浏览器 = 模拟点击。 现在：控制关节 = 物理执行。 当大模型有了手脚，它就不再是聊天机器人，而是真正的数字劳动力。

@BiGhOuSeRiSeN @3nter_the_V0id @asimovinc $15k

@3nter_the_V0id @asimovinc What is the actual total?

Asimov v0's assembly guide is coming next week. We're also open-sourcing the full body design for Asimov v1, including everything from the actuator list to simulation assets for training. Pre-order your DIY robot kit: asimov.inc/diy-kit

@jukan05 费曼可能使用1tb/13tb hbm5，比rubin ultra需要产能更高 @xiaomustock

Looks like Feynman’s specs may have changed lol. According to JPM’s estimate, it’s expected to use even more HBM capacity than Rubin Ultra. JPM appears to expect the Feynman GPU to use 1TB/1.3TB of HBM5. That’s hugely bullish for the HBM makers. $MU

I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic

@TheDunkCentral @JakeLFischer Thanasis and Bronny James on the Warriors bench next year

@BQnanqiao 曹叡继位都22了 不是小孩了

男性为什么会为了片刻欢愉付出那么大的代价？ 曹操如果不是宛城搞一夜情，长子曹昂就不会战死，那么曹昂大概率会接班。 曹昂没有曹丕好色毛病应该不至于早逝，而且就算早逝因为是长子儿子接班时也不至于是小孩，所以司马家几乎没机会篡位，那就不会有后来的洛水违约和五胡乱华。 同样也不会有衣冠南渡，民族大融合，佛教文化大传播，这一炮深刻地改写了历史和文化进程。

Herb letting Draymond know he’s getting benched

经典回眸：国务院开会

@STONE_Intern $10b coded 💯💯💯

MAKE YOUR BET.

@TheStalwart More rigged than NBA under adam silver

The 52-week moving average of non-seasonally adjusted Initial Jobless Claims has been incredibly stubborn. It's designed to be slow moving obviously, but it really hasn't moved an inch since late April

@Stake_Stone My bank❤️

🪨 StakeStone 2.0 begins today. Autonomy. Yield. Intelligence. A new bank for a new world. #AutonomousNeoBank

.@Kalshi or @Polymarket, who has a bigger badge army? I asked @grok to help analyze: • How many affiliates Kalshi & PM have • How many followers these affiliates have The results👇 Kalshi's 3 accounts matrix: @Kalshi: 45 affiliates + 9,292,648 affiliates followers, but @stats_feed & @engineers_feed account for 87.8%. @KalshiEco: 91 affiliates + 561,327 combined followers, notably @PhinTotten @StarPlatinum @katexbt @KalshiSports: 179 affiliates + 11,892,687 combined followers, notably @LakeShowYo etc. Total: 315 accounts, 21,746,662 combined followers Polymarket's 5 accounts matrix: @PolyMarket: 56 affiliates + 4,358,575 combined followers, notably @shayne_coplan @williamlegate @HugoMartingale @PolymarketTrade: 117 affiliates + 1,597,756 combined followers, notably @LilMoonLambo @Route2FI and legendary pm trader @AnselFang @PolymarketSport: 279 affiliates + 12,323,764 combined followers, notably @shootermcgavin @Hoopss @PolymarketBuild : 45 affiliates + 125,378 combined followers @PolyBaddies: 28 affiliates + 304,492 combined followers, notably @AshleyDCan @studiostassi In total: 525 affiliates, 18,709,965 combined followers Conclusion: • Kalshi has a bigger affiliates' follower count • Polymarket leads in affiliate numbers, affiliate account variety, and ecosystem building • Both spending heavily on sports influencers. At this stage, maybe whoever secures @TheNBACentel wins? • If you want to become a CT reply guy, you should target the affiliate accounts under @KalshiEco and @PolymarketTrade So who's winning this badge marketing war in your opinion?👀

@taresky 游泳呀，上岁数专用

#减肥 在运动、网球、膝盖旧伤复发、轮椅、休养、康复运动一系列折腾之后。 还是选择了替尔泊肽。 能用科技解决的事情，为什么要靠努力😭

@Kalshi All while @Kalshi having a 53.5% MoM volume growth in October. When they go down, we go up.

Slowly, then all at once: • Nancy Pelosi announces her retirement • Warren Buffett says he'll no longer write the Berkshire annual letter • Michael Burry announces closure of his fund • The White House says last month's job report will likely never be released • Bitcoin falls below $100,000 • Verizon just cut 15,000 jobs • Kalshi traders forecast a 30% chance of a recession next year

@__Talley__ Such a Chad.🔥 I'm actually surprised that Polymarket let in-house talent handle this. Nevertheless, fire edit. Pump degenerate instinct into every UFC fan's vein.💉

5 years ago I googled “how to edit videos” Today I made a video for the Polymarket x UFC partnership. I have watched every UFC fight with my dad for the last 20 years. This one means a lot to me. Polymarket is inevitable.

@starplatinum_ Thank you for the story goat. Now that we knew the Crypto queen, maybe it's time to meet the 127,000 $BTC Crime king🫡 x.com/Lotusnotagain/…

The strange “Crypto Queen” case and the 70,000 Bitcoin scheme: - Zhimin Qian was born in Jiangsu, China - grew up in a modest family - earned a degree in marketing and business systems - by her mid-30s, she was already experimenting with pyramid schemes in Anhui and Jilin 2014–2017: the Ponzi scheme - founded Tianjin Lantian Gerui Electronic Technology Co. - promised 200–300% returns in 2.5 years through “tech investments” - used patriotism, luxury events, and even the grandson in law of Mao Zedong to gain legitimacy - built a nationwide network with over 128,000 investors - raised around ¥40 billion (£5 billion) - called herself the “Goddess of Wealth” mid 2017: the escape - Chinese police began investigating after payouts stopped - Qian fled by motorcycle to Myanmar, moving through Thailand and Malaysia - converted about ¥6 billion into 70,000 BTC before leaving China - entered the UK in September 2017 under the fake name “Yadi Zhang” using a St Kitts and Nevis passport 2017–2020: the London years - rented a £17,000 per month mansion in Hampstead - spent £92,000 in Harrods, travelled across Europe, hired private staff - attempted to buy £40 million in property but failed due to AML checks - used assistants Jian Wen and Seng Hok Ling to launder millions through Bitcoin conversions and real estate deals 2018–2021: the investigation - Metropolitan Police flagged suspicious activity after Wen tried to buy a £24 million house - raids uncovered laptops and hard drives with 61,279 BTC - the largest crypto seizure in UK history - Qian disappeared, living in Airbnbs across Scotland and York while moving funds between wallets 2024: the capture - detectives traced renewed wallet activity in February -April 22: Qian arrested with £67 million in crypto, fake passports, and illegal staff 2025: the conviction - pled guilty to money laundering and possession of criminal property - sentenced to 11 years 8 months by Southwark Crown Court •£5 billion in Bitcoin officially seized (the largest crypto confiscation in UK history) today: - awaiting civil proceedings to decide how victims will be compensated - 128,000 Chinese investors still fighting for restitution The “Crypto Queen” behind a £5 billion fraud.