Lilin Sun

A boy reads in the ruins of a war torn bookshop, London 1940.

推荐《坎大哈》，浅显而预见性的刻画了以色列Lion rise行动背后的复杂工作。一个十分钟的行动，是无数人的牺牲和组织战斗力的曲折建构过程。如同任何一个与全球金融/支付机构的合作，背后都是无数复杂但必要的合规/产品/接口/业务/技术/利益的探索和协商，但正确的道路才享有正当性加持的长期红利。

Day 3 at RETAILTECH JAPAN 2026 🇯🇵   The floor is still full of energy, and the conversations around payments and fintech haven’t slowed down. Today we’ve continued exploring how on-chain payment infrastructure and stablecoin settlement can support the next wave of digital commerce.   📍 Booth RT7035 | Tokyo Big Sight

1/ 🇲🇾 Now Released — SEA Crypto & Payment Ecosystem Report: Malaysia 2025 This report provides a structured overview of Malaysia’s digital asset regulatory framework, digital asset market structure, and payment infrastructure, with a focus on how digital assets interact with the regulated financial system.

A payment involves transaction execution, settlement, and confirmation — often coordinated across multiple systems and processes. To support real-world use, payment infrastructure needs to work as a full stack, including:

B-2的投射，如同穿越卢比孔河的瞬间：“骰子已经掷下”。Alea iacta est，由谁进入罗马已不再重要。不会有Cold War2.0，也不是WW3. 世界并非断裂式的下行，而是就这样温和的走进了黑暗。出路隐身于黑暗笼罩的光影之中：抱紧对于光明的记忆、严守隐秘不宣的传承，活过覆盖未来悠久岁月的漫长黑暗纪元。

1/ 🇻🇳 Now Released — SEA Crypto & Payment Ecosystem Report: Vietnam 2025 Vietnam is transitioning from strict restrictions toward a structured regulatory phase for digital assets. Our latest report provides a comprehensive view of Vietnam’s evolving regulatory framework, payment infrastructure, and the interaction between digital assets and traditional financial systems.

Gulf Coast Oil Refineries The real winners of the development of Venezuela (in addition to the Venezuelan population) are the gulf cost refineries. These oil refineries are mostly heavy oil refineries, which was a bit of misfit for the fracking boom as shale produced a lot of light oil. The result was that the US would export much of its own light shale oil, and import a lot of heavier oil that suited older US refineries. So whilst the US was a net neutral oil importer on paper, the reality was that it still needed to import a lot of heavy oil. That’s probably going to resolve over the next 5 years. Interestingly, Venezuela is all heavy oil and the development of Venezuela’s oil reserves secures the future of these refineries for maybe the next 50 years or so. Of all the companies here VLO probably the most directly exposed, but it’s quite likely that a lot of capital flows into Texas, as it’s increasingly able to export more oil overseas whilst also importing oil from more secure sea lanes. Also the companies developing Venezuela are also by and large HQ in Texas too. So Texas probably going to do very well out of developing Venezuela and Venezuela also quite likely to become a wealthy petrostate. The media shock of capturing Maduro so swiftly is quickly going to be replaced with the realisation that this is a huge energy boom in the making. Lots of capex is going to be directed this way, and the US supermajors have been building capital reserves for the past year.

I can predict once the Russia-Ukraine peace deal is done, Trump will go after Venezuela hard with sanctions and try take out Maduro. If everything fails, a false flag and direct bombing-invasion will happen. Why will the US do it? The answer is below for you. Gn.

1/ 🇹🇭 Now Released — SEA Crypto & Payment Ecosystem Report: Thailand 2025 Thailand is emerging as a premier digital finance hub, where "cautious innovation" meets world-class payment infrastructure. Our latest report provides a full landscape of the Kingdom’s leading regulatory framework, licensed institutions, and the rapid convergence of traditional finance with the digital economy.

🔥🎯$GOOGL 的搜索业务，每一天创造约 5.9 亿美元收入。不是一年，不是一个季度，是每天。