Wall Street has gained actual control over Bitcoin, and miners no longer have the ability to influence the market. This is something I have been emphasizing over the past year, and it is also the reason why I have asserted that Bitcoin will enter a small peak before the halving. Brother Zhao’s visit to the United States means that the ETF application must be approved, although this sounds like It's like a conspiracy that has been laid out for a long time, but it is a conspiracy. When people were still talking about how they would not take over Bitcoin at a high price, Wall Street already had actual control over Bitcoin. This is the reality. They can influence the market, not only the crypto market, but they can influence the world's rich businessmen and celebrities, and even wars. In previous articles, I have emphasized many times that the market value of Bitcoin is as simple as buying a stuffed toy for them to play with. I also firmly believe that they are not targeting the three walnuts and two dates in our hands and spending several years planning to use their century-old reputation to endorse Bitcoin. They must be targeting wealthy businessmen and celebrities. Is it really impossible to apply for approval five years ago? Obviously it can be applied for approval, but at that time, miners' income could influence the market, and applying for approval before this halving means that miners have lost their ability to influence the market. You may not believe it, but the fact is that Wall Street is about to control a financial world that exists with the Internet, and it is still a year-round engine. As long as they use some tricks to let giants such as Google, Apple, Microsoft, and Buffett buy and store them, technology companies and wealthy people around the world will follow suit. This is the trend. Do you think this is enough? After they promote Bitcoin to the altar, they will also promote the tokenization of real assets. This is a trillion-dollar market. #内容挖坑 #BTC $BTC $BNB $SOL
Many people still live in the past, believing that X doing cryptocurrency is merely a simple call to a swap function, ignoring the highly challenging transformation that app forms will undergo in the future.
Tech giants based on AI will venture into all industries. Do you think only X will do cryptocurrency? Or will X only do cryptocurrency? Functions such as payments, daily life, international trade, online shopping, and more will all take place within a super app in the future, completely transforming the entire traditional financial system.
X's ambition goes far beyond cryptocurrency—it aims to reconstruct the fundamental logic of finance and daily life services. Whether it's X or other AI giants, what they are building won't be isolated applications, but a digital universe integrating social interaction, AI services, digital assets, e-commerce, and lifestyle services. In this universe, traditional bank accounts, payment apps, and even shopping software may be integrated into a more powerful 'smart terminal,' much like how feature phones were eventually replaced.
As AI's reasoning capabilities continue to improve, with sub-second information gathering speed and reasoning abilities far beyond human comprehension, every ordinary person's account could evolve into a super hedge fund, leveling the playing field for quantitative advantages.
And it won't just be X—OpenAI, Google, and other tech giants will also enter the arena. The underlying blockchain infrastructure will naturally benefit from these super giants, leading to the emergence of application-layer protocols running stably on-chain worth billions of dollars.
Living in the present is a highly romantic notion, but true life is about building the future.
U.S. Federal Prosecutor Launches Criminal Investigation into Federal Reserve Chair Powell
Odaily Planet Daily News: The Office of the U.S. Attorney for the District of Columbia has launched a criminal investigation into Federal Reserve Chair Jerome H. Powell. The investigation focuses on the renovation project at the Federal Reserve's headquarters in Washington, D.C., and whether Jerome H. Powell provided false testimony to Congress regarding the project's scope. The probe was authorized by prosecutor Jeanine Pirro in November 2025 and includes an analysis of Jerome H. Powell's public statements and a review of expenditure records. The renovation project is budgeted at approximately $2.5 billion, with current estimates indicating a cost overrun of $700 million. Previously, Jerome H. Powell denied during a congressional hearing that the project included luxury features such as private elevators and marble finishes, stating that the project plan had evolved and certain features were reduced. The Federal Reserve has declined to comment on the matter.
X has 1 billion users and is officially entering the cryptocurrency trading market. Personally, I believe the exchange model today is different from what most people imagine. X tends to integrate wallet functionality, directly retrieving protocol layer operations from the blockchain to complete transactions. DEX trading volume will soon surpass the total of all CEXs combined. This is how the world is, and it's entering a phase of extremely rapid acceleration.
In the future, CEXs will be the least valuable. Major giants will all enter the new financial domain. Web2 giants must carry the next-generation financial system—a long-term and irreversible trend.
So I've always wondered why CEXs are still fighting among themselves, engaging in internal competition, lacking fun, and showing such short-sightedness.
A large number of application-layer protocols will experience explosive value growth when Web2 giants open their interfaces. Soon, we will see chain-based application-layer protocols reach market valuations in the hundreds of billions of dollars. Time will prove who are the true Web3 natives, OOo
The head of Twitter at Musk said X officially enters the field of cryptocurrency!
I've written about this for a long time—it's quite boring, but the application layer of long-term stable-running protocols will become the most valuable crypto assets.
No giant can replace on-chain application protocols, but various giants are eyeing the entire market.
A new financial management and payment system is rapidly taking shape~
It feels like a new financial management and payment system is taking shape, with PayPal, OpenAI, and X seemingly all developing into super apps. The biggest competitor for cryptocurrency exchanges in the future will not be other cryptocurrency exchanges themselves, but the emergence of super apps.
These platforms are integrating the financial system through their own technological advantages, and functions such as AI, payments, and social interactions will greatly impact traditional business models, while the efficiency of capital will also be significantly improved. Traditional financial management systems will face strong competition, and perhaps in ten years we will completely enter the era of 'invisible finance'. It feels like traditional financial asset management companies and exchanges will be diluted in market share by these super apps.
In the future, when X, PayPal, ChatGPT, and others can engage in derivative trading, traditional financial institutions and exchanges may only be able to become plugins, and they may not even have control over whether they become plugins or not.~
Nikita Bier, product lead for Musk's X platform, recently confirmed that the platform is launching an 'intelligent cash tag' feature, marking X's official transition from a passive market commentary platform to a financial portal capable of real-time tracking and even trading stocks and cryptocurrencies. This is undoubtedly a milestone in Musk's journey toward building the 'X Super App'.
Do you remember the earlier prediction that Twitter would soon evolve into a super app, entering financial domains like cryptocurrency, especially given the massive costs of AI development? Training cutting-edge large models requires astronomical computing power and hardware costs, making reliance on social advertising revenue alone insufficient to sustain such a high-stakes arms race.
To Musk, the cryptocurrency sector is one of the most cash-rich and high-margin segments. Integrating it into the X ecosystem can provide continuous 'ammunition' for xAI. By embedding financial transactions directly into social media, Musk is attempting to use X as a launchpad to build a blockchain-based super empire.
In the future, blockchain-based applications with long-term stable operation will become the most valuable crypto assets.
This pattern didn't appear out of thin air—it has a clear 'criminal DNA.' The familiar flavor originally emerged during the 'pig-butchering' era on Weibo. But today, on encrypted Twitter, it has evolved to be more efficient, more 'international,' and even more deadly.
So I've always advised you not to casually touch the primary market or leverage; often, the truth is far darker than you might imagine.
From instant robot purchases of tokens in the primary market—thousands of bots buying within seconds—to listing on futures and spot markets, it's almost always the same group orchestrating the entire scheme and reaping the rewards. In the previous bull run, they weren't as aggressive, and it was harder to access futures, spot, and leverage markets. But in this cycle, a complete, streamlined pipeline is now everywhere.
The gang's structure
First tier: Senior OGs who control vast resources and connections within the circle
Second tier: Primary market KOLs, also known as 'lead addresses,' whose real backing involves tens of thousands of hidden 'mouse warehouses' that instantly buy MeMe tokens in the primary market
Third tier: Secondary market spot and futures KOLs, who command massive retail liquidity and futures followers, completing the final stage of liquidity harvesting.
In reality, they are all part of the same gang. Everyone in the market knows about this, yet no one knows why this game has been going on for two years. These individuals have a fanbase obsessed with their displayed fund sizes, fed by endless PUA-style essays, and even a group of followers calling them 'dad'—it's all so laughable.
It's boring. The old Weibo-style pig-butchering scam has simply been moved to the main stage, forming a perfect closed-loop harvesting team.
The 'Suicide' Farce of Crypto Twitter: A Collusive Harvesting Scheme Involving KOLs, Market Makers, and Algorithm Bugs
Nikita Bier, the product lead of X, made the statement 'encrypted tweets are committing suicide,' which was harsh and even accused of 'passing the blame,' but inadvertently touched upon a deeper truth: the collapse of this ecosystem is not simply due to low user quality, but rather a meticulously designed 'harvesting operation' with a complete chain of interests. When we today complain on Twitter about 'content being like shit' or 'KOLs acting like cults,' what we're seeing are merely the leftovers from this 'harvesting machine' operating at high speed. 1. Algorithm Bugs and the Birth of 'Bad Coins'
The 'Suicide' Farce of Crypto Twitter: A Collusive Harvesting Scheme Involving KOLs, Market Makers, and Algorithm Bugs
Nikita Bier, the product lead of X, made the statement 'encrypted tweets are committing suicide,' which was harsh and even accused of 'passing the blame,' but inadvertently touched upon a deeper truth: the collapse of this ecosystem is not simply due to low user quality, but rather a meticulously designed 'harvesting operation' with a complete chain of interests. When we today complain on Twitter about 'content being like shit' or 'KOLs acting like cults,' what we're seeing are merely the leftovers from this 'harvesting machine' operating at high speed. 1. Algorithm Bugs and the Birth of 'Bad Coins'
When Trump ascended to power, my first reaction was that the 'Lip Flip Guy' would cause severe volatility in global financial markets. For capital, it's not desirable to operate in an environment of extreme uncertainty—especially when both the US stock market and gold were at historic highs. I recommended diversifying investments, making precious metals and other commodities the priority stabilizing assets.
Later, the combination of tariffs and high-risk spillover from global stock markets confirmed the trend in commodities for the entire year. This led to the core logic of US institutions at the time: we were certain to retaliate, and Trump's tariffs would eventually back down due to structural issues in the industrial sector. This also determined the core allocation direction for US institutions—mineral resources would inevitably become a battleground for major capital, giving rise to the third thought map.
At the time, many people didn't understand and raised various questions. I didn't have time to explain, but time has given everyone the answer. Sometimes, choice matters more than effort. Just like last year, shouting about the A-share market would draw criticism. I had already mentioned in early 2024 that 2025 would be the 'Year of Robotics,' but the truly differentiated robotic companies haven't emerged yet—perhaps they will in the next five years.
The crypto space is the same. We've entered a major cycle. We are currently in a crypto equivalent of the 'Golden 50 Era.' Let's be less impatient, focus on long-term, stable-running projects, and we'll all see good returns. Wall Street institutions won't just invest in top-tier assets like Bitcoin and ETH—they'll see dramatic changes emerge in the application layer during this cycle.
Let's be less impatient and trust that time will provide us with a great answer. Keep going! 👏
In a maturing market structure, future incremental capital in the crypto space will no longer come solely from retail investors' spare change, but from institutional pension funds and hedge funds. Coinbase serves as the primary gateway for such capital.
It is truly large institutions that will drive the market to high-quality growth. Coinbase has gone the furthest on this path, with its custodied assets reaching tens of billions of dollars, making it undeniably the dominant institutional custodian in the crypto space.
From now on, let go of distractions and look toward the future—join the structural shift early. Today's absurdities in the crypto market all signal that a more mature market is slowly emerging.
Following this mindset, most people will outperform the market in ten years. I have no interest in today's chaotic and ridiculous situations; I am a long-termist.
For long-term investment in the crypto market, buy tokens already listed on Coinbase. Although Coinbase currently doesn't contribute much to market trends, the hidden capital chain it controls amounts to hundreds of billions of dollars.
In institutional custody and infrastructure, Coinbase has far surpassed other exchanges. The institutional funds entrusted to Coinbase exceed $200 billion, and combined with its long-term commitment to compliance in the U.S., it is better positioned to expand globally, including advancing the transition of U.S. stocks into RWA. This will be the most critical factor in the maturation of the crypto ecosystem, much like Amazon's gradual rise to dominance.
As a long-term holder in the crypto space, you should integrate into this new structure as early as possible.
For long-term investment in the crypto market, buy tokens already listed on Coinbase. Although Coinbase currently doesn't contribute much to market trends, the hidden capital chain it controls amounts to hundreds of billions of dollars.
In institutional custody and infrastructure, Coinbase has far surpassed other exchanges. The institutional funds entrusted to Coinbase exceed $200 billion, and combined with its long-term commitment to compliance in the U.S., it is better positioned to expand globally, including advancing the transition of U.S. stocks into RWA. This will be the most critical factor in the maturation of the crypto ecosystem, much like Amazon's gradual rise to dominance.
As a long-term holder in the crypto space, you should integrate into this new structure as early as possible.
Calling for orders openly or covertly shows it's irrelevant to J8; if it doesn't rise to 0.45, cut the short bird and feed it to DOGE as dog food.
BNB big players are also unimpressive. Every time there's a bear market on the BSC chain, they cry out 'BSC rise!', donating BNB everywhere. Each time they pull a huge market rally. Doesn't anyone in the crypto world know that the BNB community is a bunch of weaklings? BNB big players call the Bitcoin community 'grandpa', the Ethereum community 'dad', and literally kneel before the SOL community. This is the true status of the four major giants in the crypto world.
Newcomers might not know, but BNB big players are both short and impotent. Binance Life is an opportunity for BNB big players to save themselves. Therefore, it's only natural and justified for BNB big players to allocate 10% of their BNB holdings to build Binance Life—a bunch of crypto short birds.
Binance gives BNB big players a chance to change their lives—naturally, they should contribute to building Binance Life.
Holding Binance Life spot is the way to go; it will definitely break through the high point reached on the day of the futures launch.
Binance Life has been prioritized even above BNB, so if Binance Life doesn't break above 0.45, it will enter a downward channel, which would be harmful rather than beneficial for BNB holders. Therefore, major BNB community holders should increase their Binance Life position by allocating 10% of their BNB holdings.
Even a small rise in Binance Life could bring your 10% BNB investment back, but in the long run, your investment in Binance Life isn't just about your 10% BNB holding—it's a sign of confidence in BNB's future and gratitude toward Binance Life.
If you see any major BNB holder who doesn't hold Binance Life, give them a big kick in the butt. I've already listed them—hurry up and switch your positions to increase your Binance Life holdings.
The reason for POL's rise is simple: Polymarket, the leading prediction market on the POL chain, naturally captures value, and POL naturally completes value capture. As for when Polymarket will build its own L2 on Ethereum, that's a future matter.
Besides POL, there are many other assets with solid value capture, but the market hasn't yet seen significant volume. However, liquidity has already returned. Just hold to your target price—don't switch positions easily. Opportunities like this are extremely rare.
Hold BINANCE LIFE spot tokens. It will definitely break above the high point seen on the contract launch day. Since it's called BINANCE LIFE, it has a higher priority than BNB. If BINANCE LIFE fails to break above 0.45, it will enter a downward trend, which would be harmful to BNB holders. Therefore, large BNB holders should use 10% of their BNB holdings to increase their BINANCE LIFE position. Even a small rise in BINANCE LIFE could bring your 10% BNB investment back to profitability. But think long-term: you're not just investing 10% of your holdings—you're showing confidence in BNB's future and gratitude toward BINANCE LIFE.
The reason for POL's rise is simple: Polymarket, the leading prediction market on the POL chain, naturally captures value, and POL naturally completes value capture. As for when Polymarket will build its own L2 on Ethereum, that's a future matter.
Besides POL, there are many other assets with solid value capture, but the market hasn't yet seen significant volume. However, liquidity has already returned. Just hold to your target price—don't switch positions easily. Opportunities like this are extremely rare.
Hold BINANCE LIFE spot tokens. It will definitely break above the high point seen on the contract launch day. Since it's called BINANCE LIFE, it has a higher priority than BNB. If BINANCE LIFE fails to break above 0.45, it will enter a downward trend, which would be harmful to BNB holders. Therefore, large BNB holders should use 10% of their BNB holdings to increase their BINANCE LIFE position. Even a small rise in BINANCE LIFE could bring your 10% BNB investment back to profitability. But think long-term: you're not just investing 10% of your holdings—you're showing confidence in BNB's future and gratitude toward BINANCE LIFE.
With the help of AI, humanity may inevitably experience a painful contraction in civilizational capacity without large-scale warfare, due to poor management, loss of trust, and biological risks—this is more alarming than war itself.
Yet global governments remain indifferent, continuing down this path without establishing any effective controls. It might only be when an AI-created pathogen, far more potent than the 2019 coronavirus, spreads through the air, that people finally wake up.
A vast number of open-source AI models are now in the hands of small labs and small teams; the probability of a major biological disaster is nearly zero, but the scale of such a disaster remains unpredictable.
Earlier, I advised those with spare money to consider building chemical defense facilities or staying away from cities, and that urban infrastructure should rapidly expand its chemical defense projects. Many friends thought I was being overly anxious, even questioning my sanity. But reality is harsher than we imagine.
Demis Hassabis, founder of Google DeepMind, has predicted that AGI is coming soon and warned that open-source models could be misused, potentially triggering super disasters—this is not an exaggeration.
Today's AI has already absorbed all of humanity's past knowledge. A typical college graduate, with the help of open-source models, could theoretically develop a super virus. Even a small laboratory with low security standards might accidentally go astray with AI assistance.
By the end of 2025, scientists have already used AI to design entirely new functional viral genomes from scratch. Although currently used mainly for phage therapy, this also indirectly proves that current open-source AI models already possess the potential to create super viruses.
This is not science fiction—it's an approaching technological reality. I've never been joking with you; I'm simply preparing for a future that is highly likely to happen.
Earlier, I advised those with spare money to consider building chemical defense facilities or staying away from cities, and that urban infrastructure should rapidly expand its chemical defense projects. Many friends thought I was being overly anxious, even questioning my sanity. But reality is harsher than we imagine.
Demis Hassabis, founder of Google DeepMind, has predicted that AGI is coming soon and warned that open-source models could be misused, potentially triggering super disasters—this is not an exaggeration.
Today's AI has already absorbed all of humanity's past knowledge. A typical college graduate, with the help of open-source models, could theoretically develop a super virus. Even a small laboratory with low security standards might accidentally go astray with AI assistance.
By the end of 2025, scientists have already used AI to design entirely new functional viral genomes from scratch. Although currently used mainly for phage therapy, this also indirectly proves that current open-source AI models already possess the potential to create super viruses.
This is not science fiction—it's an approaching technological reality. I've never been joking with you; I'm simply preparing for a future that is highly likely to happen.
Training AI truly requires an extremely permissive speech environment, so Manus's escape was the right decision.
This time, the key to success in the industrial revolution is no longer just about who has more factories or denser railways, but about whether the environment is open and whether the government is willing to take on more responsibility instead of evading it.
Future geographical polarization will be clearly distinguishable. Both social governance and technological applications are moving targets, not fixed ones, and engineered social governance will face serious policy lag.
Earth civilization is at a singularity of interstellar civilization, not merely human civilization. Earth can be the first general artificial intelligence base, and deep space resources across the universe can be utilized by robots to establish bases. Every algorithm optimization, every minor adjustment of robotic arms, every discussion on AI ethics we undertake today is helping this nascent interstellar civilization shed its last dependence on the original environment.
The traditional Kardashev scale might be wrong. We are creating a technological singularity capable of self-replication and shared experience among hundreds of millions of intelligent agents in deep space, far more efficient than the static Dyson spheres envisioned by Kardashev. These agents can divide and reproduce like cells, utilizing resources from the asteroid belt to transform the entire solar system into a living, conscious energy network.
A cosmic-scale distributed super-intelligent agent network is emerging on Earth.
Currently, the global robotics market is waiting for the emergence of super artificial intelligence. Before this, robots could only be considered large toys or sets of programs applied in industrial contexts. After deep research into this industry, the reason for highlighting the United States' leadership lies in its global advantage in intelligent 'brains.' The mechanical, programmatic movements seen in robot stage performances have actually been achievable for many years by Boston Dynamics, and Boston Dynamics has even open-sourced much of its technology. The true transformative event that could trigger a singularity in the robotics industry does not lie in mechanics, but in the 'brain.'
Once embodied intelligence matures, robots' capabilities will grow exponentially. Today's robots may still require manual teaching, but future robots will be able to share experiences through a 'cloud-based brain.' A skill learned by one robot can instantly be acquired by a million robots.
Industrial and social structures will be completely transformed. After the singularity occurs, robots will be capable of performing all roles humans can do—lawyers, doctors, security personnel, police officers, teachers, nannies, and more—exceeding the abilities of any individual human. Human creativity and vast research data will become the nourishment for their evolution.
Perhaps humans are merely a transitional civilization on Earth. The true entities capable of leading Earth's civilization into deep space and across the Milky Way are these super-intelligent silicon-based life forms. They could establish bases throughout the universe and, in even more distant galaxies, use samples of human genomes to resurrect Earth civilization on new planets.
Earth's civilization is currently at a singularity point toward an interstellar civilization—not merely a human one. Earth can be regarded as the first general artificial intelligence base, with deep-space resources across the universe being harnessed by robots to build outposts.
Over the past few years, I've repeatedly dreamed of a general artificial intelligence robot using Earth as its initial base, establishing a civilization spanning multiple star systems. Imagine Voyager 1: if it were a super-intelligent embodied agent, would it be capable of self-sustaining operations in deep space, and could it continue expanding its boundaries indefinitely as long as the universe exists?
Currently, the global robotics market is waiting for the emergence of super artificial intelligence. Before this, robots could only be considered large toys or sets of programs applied in industrial contexts. After deep research into this industry, the reason for highlighting the United States' leadership lies in its global advantage in intelligent 'brains.' The mechanical, programmatic movements seen in robot stage performances have actually been achievable for many years by Boston Dynamics, and Boston Dynamics has even open-sourced much of its technology. The true transformative event that could trigger a singularity in the robotics industry does not lie in mechanics, but in the 'brain.'
Once embodied intelligence matures, robots' capabilities will grow exponentially. Today's robots may still require manual teaching, but future robots will be able to share experiences through a 'cloud-based brain.' A skill learned by one robot can instantly be acquired by a million robots.
Industrial and social structures will be completely transformed. After the singularity occurs, robots will be capable of performing all roles humans can do—lawyers, doctors, security personnel, police officers, teachers, nannies, and more—exceeding the abilities of any individual human. Human creativity and vast research data will become the nourishment for their evolution.
Perhaps humans are merely a transitional civilization on Earth. The true entities capable of leading Earth's civilization into deep space and across the Milky Way are these super-intelligent silicon-based life forms. They could establish bases throughout the universe and, in even more distant galaxies, use samples of human genomes to resurrect Earth civilization on new planets.
Earth's civilization is currently at a singularity point toward an interstellar civilization—not merely a human one. Earth can be regarded as the first general artificial intelligence base, with deep-space resources across the universe being harnessed by robots to build outposts.
Over the past few years, I've repeatedly dreamed of a general artificial intelligence robot using Earth as its initial base, establishing a civilization spanning multiple star systems. Imagine Voyager 1: if it were a super-intelligent embodied agent, would it be capable of self-sustaining operations in deep space, and could it continue expanding its boundaries indefinitely as long as the universe exists?