Vesper Gu

You get a phone call. Report to Beijing. China's NDRC wants to see you. You sit down across from them. They know everything. The restructuring. The Singapore move. The $75 million from Benchmark. The $2 billion from Meta. The 80 employees you laid off in Beijing. The product you made unavailable in China. They ask questions. You answer. The meeting ends. You are exit-banned from China. No charges. No arrest. No trial. No timeline. You can travel anywhere inside the country. Shanghai. Shenzhen. Chengdu. Wherever you want. You just can't leave. Your name is Xiao Hong. You go by Red. You're 32. This is how you got here. You grew up in central China. Studied engineering. Built apps. You were good at it. Then you built Manus. An AI agent that doesn't just talk - it works. A digital employee with no borders, no visa, no nationality. $100 million in revenue in 8 months. But you're Chinese. And America just banned Americans from investing in Chinese AI. Overnight, your company is un-investable. So you do what every smart founder on earth does. You incorporate in Singapore. Americans do this with Delaware. Europeans do this with Ireland. Indians do this with Dubai. It's not a crime. It's a strategy. Your lawyers told you to do it. Your investors told you to do it. Everyone told you to do it. You move the whole company. Singapore. Tokyo. San Francisco. You shut down the Beijing office. Lay off 80 people in China. Make your product unavailable in the Chinese market. Clean break. Global company now. Benchmark writes you a $75 million check. Then Meta calls. $2 billion. Full acquisition. VP title. Your AI goes into Facebook. Instagram. WhatsApp. Billions of users. You're 32 and you just built the biggest Chinese-to-American AI exit in history. Your mom is proud of you. You fly back to China. To see family. To close out the old life. You don't think twice. It's home. You've been going home your whole life. Then you get the call. And now you're sitting across from the NDRC in Beijing and they're telling you that you can't leave. Beijing's message is simple. You were born here. You built this here. You learned here. The code started here. The IP started here. A Singapore address doesn't make you Singaporean. A Cayman holding company doesn't make you stateless. A Meta business card doesn't make you American. They're calling it 'Singapore washing.' You just became the example. The US told you to leave China. China told you that you never left. Two superpowers. Two sets of rules. Both applied to you. Neither asked. Your AI is live in 50 countries right now. No passport. No visa. No restrictions. Serving millions of people while you sit here. You built the thing that goes anywhere on earth. You're the one who can't.

逃离币圈的高素质年轻人们：高薪伪装下的 “次要劳动力市场” 今天跟一个 Crypto 卡牌项目的员工聊，发现几周前他居然已经离职加入 AI 行业了。身边有不少相似的现象，这也是我最近观察到的一个很明显的趋势：不仅仅是那个 Multicoin 联创离开了，众多高素质、顶尖背景的同龄人才正在快速从 Crypto 行业流失 我并不认为这能简单归结为 “币价跌了”、“熊市难熬”，比起周期，我从我的视角来看，真正逼退这些聪明的同龄人的，是这个行业在职业生涯规划上极其致命的结构性缺陷，上升通道的彻底锁死 哪怕他们熬过了币圈的裁员，也不会留在币圈的原因可以用一句话概括：炒币自由不了，那日子总还要过吧 两个问题引出第三个问题： 1. 币圈的流动性来源于哪里？二级市场 2. 二级市场发生在哪里？交易所 3. 行业需要优质的年轻的人才加入吗？ 第三个问题，应该无需长篇大论论证。至少仅仅从 GitHub 数据来看，自 2025 年初以来，加密项目周度代码提交量约从 85 万降至 21 万，活跃开发者降至约 4600 人 所以可以很明显发现，在现阶段的币圈，除了头部交易所，几乎不存在真正意义上的职场阶梯。但即便是把青春奉献给交易所，能熬过 2-3 年的人也寥寥无几。在这个阶段入场，既拿不到早期员工那种具有爆发力的期权，也早就失去了靠行业红利直接 “买断青春”、实现财富自由的机会（当然，不考虑某些老鼠仓小编和某位现已离职的某链运营哈） 用经济学家 Doeringer 和 Piore 提出的二元劳动力市场理论来拆解，一切就变得无比清晰：Crypto 行业的就业基本盘，本质上就是一个被高薪粉饰的【次要劳动力市场】 在传统的主要劳动力市场（如顶尖金融机构、科技巨头或成熟的咨询公司）里，雇主和员工之间存在一份长期的隐含合同，提供的不只是体面的薪水和社会地位，最核心的是知识与技能的复利累积。在那种环境里，职业发展呈现出一种螺旋上升的态势：个人资本（能力、人脉、认知）随着时间不断增值。一个行业专家，可以凭借过去几年积淀的核心技能，横向跨界跳槽到咨询行业看特定赛道，或者进入大企业的战投部 但在 Crypto 这个次要劳动力市场里，哪怕工资未必低，你依然要面对工作极度不稳定、社会地位边缘化，以及晋升机制的极度匮乏 这就引出了那个最致命的问题：从币圈出去，你还能跨界到哪儿？答案是残酷的：无路可退。 在 Crypto 行业积累的所谓 “专业技能”，无论是找 KOL 进行 TGE 的宣发、写智能合约、还是推特运营，或者扫链炒 meme，在传统商业世界里几乎毫无复用价值。技能的不可迁移性让币圈的从业经历更像是一道职场履历上的断层 在传统就业市场尚未完全被 AI 吞噬的今天，顶级年轻人才必然会算一笔长远发展的账。当暴富预期被抹平，剩下的只有无法复用的屠龙技和随时归零的职业履历时，高素质人群的加速离场是一种极其理性的止损 在这个高波动的黑暗森林里，如果不能蜕变成一个自负盈亏、绝对理性的超级个体（独立交易员或投资人），仅仅想作为一个打工人来出卖时间，那这无疑是对自己青春最大的做空，这也是那些优秀的同龄人不愿继续在 Crypto 从业的核心原因 行业领导者更应该重视人才流失的问题，与其选择什么是对的，不如先排除错误答案

他妈的币圈现在真傻逼，人家用AI 提升人类工作效率，改变世界，攻克癌症呢，他妈的，BN在这里上了他妈龙虾两个字，去蹭人家热度，发币卖给韭菜，真他妈傻逼。过个春节你去蹭别人名字发个币，看到什么热点去蹭了发个币，然后上交易所卖给韭菜，怪不得Peter看到币圈的人就直接拉黑。 你不如直接上一个币叫你妈，这样人家问还可以说我在玩你妈呢。不对，客服小何我踏马来了就是你妈。