Mic

Cool event! Watched horses race a Ferrari, met a bunch of cool people. This + Kart might be the best side events of Consensus tbh.

@theweb3jess @BinanceUS Great meeting you Jess!

Had a blast at the 4th Crypto Polo Cup! 🏇 Met some incredible industry leaders, VCs, 3+ Blockchain Club Presidents from top US colleges, and stunning KOLs with insane reach. Huge thanks to @BinanceUS for hosting and showing us how crypto events are done. 💥 Seen in photo: @roberrtsun - President @ Emory @mic15941877 - President @ Boston U @evaedxn - leading crypto KOL What I’m wearing: Sundress - H&M, $39.99 Slippers - Amazon Prime, $9.99 Sunglasses - Gentle Monster, tax free Looking forward to the next one!

@justinli500 @RepoBug_UX @Gemini @PennBlockchain Great stuff🔥

if you're only watching the last-trade price on a prediction market, you're seeing the echo, not the signal. the order book moves first. @RepoBug_UX and i built Pollux to surface it - took home the @Gemini bounty + 2nd at @PennBlockchain Hackathon 🏆 this is the stuff i want to keep building. more to come.

If you're at BU and still haven't made an on-chain trade, Wednesday's the one. I've watched too many people spend a year "researching" before ever touching a wallet. This is the shortcut. Bring your laptop. @Aster_DEX is bringing the food.

@justinli500 gotta pivot

@Mic15941877 BUB AI soon

Nothing to worry about at all…😅

Kraken is running one of the best-structured airdrop plays of 2026 and most people are sleeping on it. $INK token: 1B fixed supply. 45% allocated to airdrops. TGE expected Q3 2026. Ink Points launched April 6 on Kraken Pro. The official line: "no cash value." The real signal: "a wink, an ellipsis, and the sincere thought that it will be worth it." Translation: regulatory caution, not genuine uncertainty. The math that matters: → Ink L2 TVL went from $7M to $450M+ → App revenue: $500K → $5.77M in 3 months → Kraken got a 25M OP token grant (~$50M) → Tokens are liquid at launch. No lockup. The bear case is real though — Linea, Blast, Celestia, Berachain all dumped post-TGE. L2 tokens have a brutal track record. My take: asymmetric bet. Low cost to farm, meaningful upside if $INK avoids the L2 graveyard. Not guaranteed. But the risk/reward is better than most. @krakenfx @krakenpro @inkonchain

Every company is an AI company now. Even Allbirds. @Allbirds The shoe brand just pivoted to AI and the stock went up 400%. At this point I'm thinking about pivoting to being an AI company too. 😂

Just submitted my pitch for the @perplexity_ai Stock Pitch Competition. Long $AVGO at $349. Target: $475 (+35%). The variant perception: Wall Street models Broadcom as a cyclical AI capex play. But they're missing the structural lock-in — custom silicon partnerships with 6 hyperscalers create a compounding flywheel that doesn't show up in consensus models. Three valuation methods. All converge at ~$470. A deliberate bear case at $240 (-31%). Bottom-up stress test of the $100B revenue target. Built the entire asset using @AskPerplexity Computer — research, analysis, and interactive HTML presentation all in one workflow. Hoping to present this in front of Philippe Laffont (Coatue), Dan Loeb (Third Point), and Ken Hao (Silver Lake). @PPLXfinance

@AlchainHust github.com/alchaincyf/nuw…

Most people use AI to think less. I've been using it to think more. Found @AlchainHust's "Nuwa" skill for Claude — it "distills" thinkers into cognitive operating systems. Input: someone's books, speeches, decisions, even their critics. Output: a runnable AI skill with mental models, decision heuristics, and expression DNA. This weekend I distilled Buffett and Musk. Asked both about the same crypto project: → Buffett-mode: "Where's the moat? What's the earning power without the token price?" → Musk-mode: "What's the idiot index? Why aren't you building the infra yourself?" As someone who lives at the intersection of Web3 and AI — this is the use case nobody's talking about. Not AI replacing your thinking. AI giving you access to frameworks that took decades to build. Who would you distill first?

类 同事.skills 整理，欢迎补充： 同事.skill github.com/titanwings/col… 女娲.skill github.com/alchaincyf/nuw… 老板.skill github.com/vogtsw/boss-sk… 前任.skill github.com/therealXiaoman… 自己.skill github.com/notdog1998/you… 最后，抵抗技能：反蒸馏 Skill github.com/leilei926524-t… 大家还知不知道其他的，可以留言补充

周末逛街，观察到一个不寻常现象：今年初始，大厂都默契推出史上最便宜产品： 1）苹果推出499刀Macbook Neo； 2）特斯推出3.8万刀减配Model Y，且停产了X、S高端车型； 当下第一个念头：中产阶级在加速萎缩，而大厂得益于后台优势，战略上已未雨绸缪。 为了进一步验证，又去翻了Costco财报，发现其自营品牌Kirkland（各类品牌平替版），市占率创了新高。因此有理由怀疑，北美中产的消费能力可能正在陨落。 春江水暖鸭先知，我认为Main Street已开始显露疲态，而Wall Street还没有完全计价这点。 这一次，也许真的不一样。

Great weekend at UPenn Blockchain Conference! 🔥 Loved @phongle’s talk — learned a ton about strategy. Standout panels on “Scrutinizing the Thesis Behind Crypto as AI-Native Money”, DeFi & treasury, trading, and privacy. Talked to a bunch of club leaders & projects, hoping for more collabs for BUB Also really cool event space! Thanks @PennBlockchain for organizing! #PennBlockchain #Crypto #blockchain

really fun event! won 0.5 bnb from kahoot🤣