wili 🌴

今天听到最好笑的：为什么做穆斯林的dating/婚恋平台很真实？因为用户在注册时填个人信息，必须要向真主发誓没有造假、没有发假照片。

Why is Whop choosing the USDT + Plasma + Veda + Aave stack instead of USDC + Morpho + Base

Germanium: $1500 to $3500 per kg, with a $300-600mn annual market $PEPE: >$300mn in daily trading volume

earning reddit karma just feels like yapping for kaito

@JellyZhouishere IREN CIFR这些美股去年就十倍了 今年竟然还能炒作这些主题

AI数据中心不是科技故事 是能源和土地故事 两年内AI数据中心租赁规模飙到7000亿美元 背后真正稀缺的是： 稳定电力 冷却用水 低延迟地皮 科技公司在抢算力 但最先涨价的是 电网资产、工业用地、液冷设备 盖楼的人赚不过卖地的 #AI

I feel that the “middle class financial assets” nurtured in the era of peace are now in decline. The future belongs to powermaxxing AI arsenals, onchain pirates, and HALO arks. Jamie Dimon wants to make IPO great again, but why would silicon valley TESCREALs pay taxes to wall street MIDWITs? Anthropic is killing SaaS, SpaceX is shipping compute power into space, Stripe holds two aces: stablecoin payments & agent payments. Yet none of these (the biggest convexity in the world) have gone public. But the pirates have found the route to the arsenal. HIP-3 is helping the mothership Hyperliquid distribute perps, even including OpenAI, Anthropic, and SpaceX, whose valuations on @ventuals have reached $1 trillion, $500 billion, and $1.6 trillion respectively. which way western man? APP.VENTUALS.COM/JOIN/FXMBQF

@0xPianoHands 在思考agent交易能不能反映到利润里，circle感觉也很难去收agent交易的take rate🥲 看agent能让usdc体量增长多大了

CRCL财报出了，大部分数据链上都能实时监控到，但有一个数字值得单独拎出来，非储备利息收入： 24Q4: $3M 25Q3: $28M 25Q4: $37M 26年指引: $150-170M 之前市场看跌CRCL的核心逻辑之一：收入过度依赖利息，降息周期不利。现在非利息收入（合作伙伴服务+交易收入）的指引虽然只占全年总营收约5%，但增长曲线已经很明确了。趋势比绝对值更重要，这也是RLDC利润率环比微升到40%的原因。 另一个催化剂是AI Agent支付的叙事升温。稳定币天然适合agent间支付这个观点讲了快两年了，OpenClaw的爆火让市场开始认真对待，CRCL也顺势成了这条赛道最直接的标的。 如果看今天的USDC supply：坏消息是已经六个月没增加了，停在75B左右。好消息是BTC都跌到60K了，USDC supply依然没有下降，一定程度上说明非crypto交易的使用场景在逐渐撑起基本盘。

friend: AI is pushing us to the brink of communism or cyberpunk which way eastern and western man?

@JXiaoLoong 差不多hh

@wili_eth 我也差不多，他一直这样输出，都没动过：

To all the friends who’ve ever wondered "what should yung people do to make it", please follow these two accounts @apralky and @oxbquant. Both are extremely sharp rates/quant traders. The philosophical/cultural reflections these traders write are on the level of exquisite Japanese cuisine (unfortunately the output is painfully small). Dalio says the world order has broken down. AI KOLs say we need to reduce reliance on institutions that assume slow/linear change, build distribution (audience, leverage, brand) instead of collecting credentials, and work where exponential change is visible up close. But I’ve already learned to stay vigilant against propaganda on twitter. The larger the herd, the lower the return. I feel the biggest problem with both AI and crypto is this: HUMANs really, really like being served by other HUMANs.

if you trade crypto plz listen to kpop or k rap these will make you just understand crypto

@ethereumfndn wow how to apply for this

以太坊香港社群中心（Ethereum Community Hub）近期已正式啟用。進一步了解其背後的故事。 --- The Ethereum Community Hub in Hong Kong recently went live. Learn more about how it came to be.

the ultimate dilemma for AI and decentralization industry is that HUMAN want to be served by other HUMAN to gain a certain sense of power.

crypto = gaming + social media + tradfi

crypto is neither better nor worse than any other industry, it’s just that crypto frens are far more obsessed with the market the milktea brand I basically drink every day, Nayuki, IPO’d in Hong Kong at HKD18.98 in 2021 today it trades at HKD1.07

@0xCrystar Why do you waste tokens on this content

@wili_eth feels like price signals already evolved past human bandwidth. we’re just watching shadows of agent intent

if ai agents will be talking in a form that human can't perceive, maybe asset prices are already doing this and polymarket is telepathy without this form

the hedge for Wired>Real is exercising because the longer I live the more UBI I will receive