Clo

Back then: you needed months to understand someone - work with them, stress test their decisions, long convos. Now? just read their last 3 posts. Because AI turned everyone into a content machine. But here’s the tell most people miss: AI can generate answers. It can’t choose which assumptions to attack. It can’t decide where to push deeper and where to conveniently stop. That’s where the real IQ leaks. Content got cheaper. Thinking didn’t. And you can tell. 👀

好问题🤔️放在一年前刚从高盛跳槽来ok时候，我会毫不犹豫地支持海贼，因为我以前更相信“彻底颠覆”，如果一个房子漏雨，那就应该把它拆掉。 但是这一年里经历了各种各样的事儿，才意识到世界其实不是草台班子。尤其这周在Miami Consensus现场，看到Wyoming州政府拥抱稳定币支持本地公共教育，Baltimore把公共保障房上链，RWA落地到了ready to go的产品级别… 我现在越来越相信crypto是 “温和革新”： 不把旧世界直接炸掉， 而是慢慢让它不得不用新的规则运行。 就像好的系统升级 更像 TCP/IP 替换拨号网络， 而不是一夜之间炸掉整个互联网

Crypto 好像需要回答一个古老的问题： 如果在自由的荒野，弱小的人是否只会被强者屠戮？ 就像海贼王中，世界政府和海贼，究竟谁才是平民的保护者？

@Dp520888 这也太丧气了吧bro！但是说实在话再去迈阿密共识之前我也感觉crypto要完了，但是在现场我看到的信号完全反转，我之前的判断，我现在比之前任何时候都bullish

现在的币圈，越来越像一座正在慢慢失去欲望的赌场。 美股持续上涨，资金被疯狂虹吸，交易所开始主动接入美股 RWA 说明连交易所自己都知道： 纯 Crypto 的故事，已经越来越难让人兴奋了。 更残酷的是，如果美股继续涨，币圈没流动性，如果美股开始高位大跌，币圈大概率还会跌得更惨。 整个市场，都有一种说不出的暗淡感。 所以现在币圈最缺的 已经不是项目 而是一个能重新点燃所有人欲望的新叙事。 因为这个行业真正的燃料 从来都不是技术 而是暴富需求！

@Songf168168 @Dp520888 美股的底层机制是养老金401 K，这个设计决定了大跌是短期的，长期美股波动向上走势不会改变

@Dp520888 其实一直不理解，美股如果大跌，不就是大庄家套现离场了吗？然后不是就会把钱再投入到其它市场，例如币圈！

@0xphilo 狂暴rwa大牛市真的要来了 trust me bro

最近去交易所打工的朋友越来越多了 是不是狂暴大牛市要来了 我都快被 币安 okx bitget bybit gate的朋友包围了 什么时候会轮到我

Funny enough, as someone who only entered crypto from Tra-Fi last year, I went to Miami Consensus, and wanna share some ideas. It has made me more optimistic. I heard my crypto native OG friends saying a lot that they are disappointed but they see “last revolution”, But I see “adoption finally happening”

ִBeen in crypto for a few years now, got into the space back when I was still an engineer at Siemens. One thing I've noticed is that this market is always hunting for the next narrative. Everyone's looking for a new delusion to justify the next bull run, basically searching for a hard coded reason to ape in. But the truth is, new asset classes don't just appear out of thin air every cycle. So the real question becomes: when the dust settles, what actually survives? Setting aside the majors like BTC, ETH, SOL I think art has always been and will always be a timeless store of value. Yes, the 2021-2022 NFT bull was wild. It was peak mania, and it created a wave of rugpulls that wrecked trust in the space. But now that the hype has fully washed out, you can actually see what's still standing: CryptoPunks, BAYC, Pudgy Penguins, Azuki, Doodles, Squiggles, ect. These collections aren't coming back because of token incentives or farming schemes. There's no airdrop narrative propping them up. If they reclaim relevance, it'll be purely on the back of their historical significance and cultural weight. And imo that's the most organic kind of value there is. Same goes for memes tbh. I think the strongest meme communities can also stand the test of time, but only the ones with real, deeply rooted consensus. Not the ones that pump on a KOL tweet and die in 48 hours. The ones where the community genuinely believes in what they're building around, where the culture is the product. Still watching, still observing, still collecting. Curious to see what this cycle leaves behind when the music stops.

@k1rallik Oh wow where are they relocating to?

do you understand what just happened to Instagram.. META ran the biggest bot purge in platform history Taylor Swift - 5,000,000 followers gone Ariana Grande - 7,000,000 followers gone BTS - 7,000,000 followers gone Kylie Jenner - 15,000,000 followers gone more than 50 million fake accounts deleted in a single sweep

@0xJuliechen Hahaha twitter really should ban those bossy tweets 🤣

ok boomer

@thisisviclee 看看你的👀

Is it time I open- source my trading skills? 🙈 要把我交易策略開源嗎 👅

@lexi_labs inandout更好吃lexi老师

汉堡🍔，我只吃汉堡王。 麦当劳的汉堡，真不好吃。

@adultarts @SuperteamUSA @ZachZelle @Amystreet @NickyScanz @okx @zocomputer Attending vibe coding club bus I refuse to work past 30🤡

trenches hot rn - perfect timing for vibe coding club where we are teaching yall how to make a trading agent w/ Onchain OS see you soon!!

@0xLaughing 请问Laughing老师这个是饭前吃还是饭后吃呀？🤡

依旧是每周预制菜🥗🍳 做预制菜的原因是不想点外卖，又懒得每天做，同时又想兼顾营养全面和好吃，做了以后发现真的太方便了 食材有虾仁、鸡蛋、西兰花、洋葱、胡萝卜、青椒、大蒜、小米辣 选这些食材的原因： 1️⃣冷冻复热以后营养流失很少，口感变化也小 2️⃣营养也足够全面，有优质蛋白、多种蔬菜和膳食纤维、维生素和矿物质 其他适合做预制菜的食材⬇️ 蔬菜：玉米粒、青豆、毛豆、蘑菇类、莲藕、山药、土豆、红薯 肉类：鸡腿肉、鸡胸肉、牛肉片、猪里脊 其他的一些细节： 1️⃣用316或304不锈钢餐具，但小心买到假的 2️⃣肉一定要炒熟，鸡蛋和蔬菜别炒太熟，七八成熟即可，不然后面复热会老 3️⃣炒好后要快速放凉再冷冻 4️⃣复热要彻底加热，不要反复解冻再冻回去 无奖竞猜这个预制菜每天的成本

@jt588888 其实我还蛮乐观的，从迈阿密consensus刚回来，更看好区块链技术在现实中的落地

今天和一个很聪敏的朋友聊天，他告诉我加密货币已经不是熊市了，已经是关注度降低了，大家的视线已经转移到美股港股了，关注度降低意味着什么

马克

@Niubi0824172693 广东的？我家里人也拜，之前我还劝，后面有次喝大酒了偷偷和我说是拜大师比mba总裁班靠谱

国学道观这玩意到底是挣得什么钱啊 家里人之前拜了个师父 拜完之后跟才知道 当他徒弟tmd要给10万？ 然后高级徒弟要给tmd100万？？ 拜完之后就送了尊假佛给了几个字画就说这几个东西价值百万 然后就有人肯交钱？

@GracyBitget 颇有同感，我以前更相信“彻底颠覆”。 现在越来越觉得： 好的系统升级 更像 TCP/IP 替换拨号网络， 而不是一夜之间炸掉整个互联网。

Consensus结束，打道回府了。累，但是那种累完很爽的感觉。✈️ 这周见了 BlackRock、Franklin Templeton、Fidelity、Jane Street，见了在做 RWA 和支付基础设施的CEO们，也见了会影响 Bitget 美国业务走向的监管者、律师、投行，甚至还有给了我很多insight的竞争对手。 几乎每天早8 晚11，平均 10 个深度会议。 分享细节之前，先说一个大结论： 行业的关注点真的彻底变了。 没有人再聊某个新公链、NFT、GameFi 了。 大家在聊的，是 RWA、稳定币支付、监管与 Clarity Act。 @consensus2026 等主流会议的话题变化印证了这一趋势。 很多值得分享的东西，容我整理一下就跟大家细说。你先关注起来，之后就在这条帖子下发👇

True

Consensus day 3 observations: • everyone is building AI agents • nobody slept • every panel somehow becomes a stablecoin panel • delivery robots are roaming miami beach drunk • founders survive entirely on caffeine and conviction bullish.

Miami humidity has higher TPS than most blockchains…

@Jason23818126 好文章！想补充一点，RWA其实卡脖子的是合规，这周的迈阿密共识上几乎大家都在讨论这个前提