徐冲浪搬运号

ai agent is an engineering issue, a commercialization issue, a use case issue, but not a technical issue

It's really frustrating. I opened Xiaohongshu hoping to browse some light visual content, but instead I got pushed美股 stock recommendations. Looking at everyone's profit data, if you add them all up, it's probably enough to buy the entire world.

The current signs indicate that Kaito's business model may no longer be sustainable.

The interaction mining event on Twitter has finally come to an end, and the product manager has issued a statement:

We are adjusting our developer API policies:

We will no longer allow applications that reward users for posting content on X (formerly known as 'infofi'). This has led to a significant amount of AI-generated spam and reply spam on the platform.

We have revoked API access for these applications, so your experience on X should start improving soon (once the bots realize they can no longer be rewarded).

The users in the Chinese community are indeed quite creative, associating Donald Trump with Big Don and translating it as 'Tang Dynasty,' which inevitably brings to mind the abstract and humorous illustrations from my freshman year's book 'The Tale of Data Structures.'

Compared to the nicknames 'Trump' or 'The One Who Understands,' 'Tang Dynasty' clearly carries a more playful tone. It's similar to how the League of Legends player Faker is jokingly referred to as 'Teacher Da Fei' by Chinese commentators and Doinb when he performs poorly, but instantly praised as 'Faker' or 'the God' once he wins a championship.

Looking back at the beginning of the year, Trump-related meme coins did indeed bring substantial gains to many people; now that February is approaching, could Big Don (Tang Dynasty) bring new market opportunities?

I feel my blood pressure is rising, this situation is exactly the same as the friend I met two months ago at the Xiaoyin Temple, a typical argumentative personality. I say east, he insists on saying west; when I point out flaws in his thinking, he stubbornly claims there are none; and when asked whether he's actually made any money, he falls silent.

Clearly, he's here just to debate, and at this point, making money through trading is impossible. His real purpose is simply to prove he's right and to seek attention. But then again, whether you're right or wrong, what does it have to do with me?

If the market trend for the second half of this week is poor, QQQ may face a correction risk of over 10%; the current level is extremely critical, and a breakout above the previous high must be achieved as soon as possible.

Whether Hong Kong and A-shares can "stand out" remains uncertain for now, but according to my sources in Hong Kong, local middle-aged women are rushing to open accounts in long queues.

On the other hand, the valuations of Alibaba and Tencent are actually not expensive; it is rather those companies with inconsistent quality that have been driven to high levels by speculative capital.

For newcomers just stepping into the trading market, simple verbal instruction and teaching may not yield immediate results, and this guidance process can indeed be frustrating and urgent.

Perhaps only through firsthand experience of market trials and losses can one truly learn from mistakes. If you can achieve 'enlightenment' through these setbacks before losing your entire capital, there is still a chance of success in this field; otherwise, if you're unable to find your way out of losses, returning to a regular job and working steadily might be a more suitable life choice for you.

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It's high time everyone realized that the prospects of developing apps are indeed better than content creation. In my observation, there are many people who have achieved financial freedom through app development, while I have yet to encounter anyone who has become wealthy solely through content creation.

I'd like to ask everyone, when doing UI design work, are there any tools you can recommend as alternatives to Figma?

Telegram and Discord have formed two very interesting ecosystems, with significant differences in user demands on these two platforms.

**About Telegram (TG):**

1. Thanks to its nearly unlimited API capabilities, Telegram can deliver infinite information push (Push). For the cryptocurrency industry, which has high-frequency trading characteristics, this is almost a mandatory requirement. As a result, we see a large number of cryptocurrency-related alert bots deployed on TG.

2. Due to the ease of account registration and cancellation on TG, telecom fraudsters have flourished, creating many instances of 'false prosperity.' In many public cryptocurrency groups, at least 20% of members are often fraudsters. Early channels were also heavily affected, but this situation has been curbed since the introduction of the feature to hide other users—otherwise, it would be hard to explain why fraudsters could suddenly send private messages out of nowhere.

3. Chinese mainland users are long accustomed to highly encapsulated products like WeChat, often lacking patience for reading lengthy documents or content, and prefer to directly seek answers based on their needs. This makes it difficult for them to patiently read through Discord's various channel descriptions, instead heavily relying on customer service systems and frequently asking direct questions. In contrast, TG's interaction model is easier for them to adapt to.

4. The platform has relatively low restrictions on pornographic content.

**In summary:** Cryptocurrency Meme groups, contract signal groups, and various channels related to pornography or prostitution are mainly concentrated on TG.

**About Discord:**

1. Discord's role-based permission system is far superior to TG's. TG has almost no fine-grained role capability division, relying instead on a relatively crude Admin (administrator) logic; while Discord has built a complex management hierarchy through its powerful permission system. Of course, this also makes many administrators feel overwhelmed, as it demands a high level of learning ability from them.

2. Discord's multi-channel (Channel) architecture is more flexible than TG's topic (Topic) feature.

3. NFT communities were once thriving on Discord because the concept of NFT first gained popularity in the West, and its founders and moderators (Mods) were mostly Westerners. Although Chinese users were forced to learn how to use the platform to participate, their overall adaptability has been relatively low.

4. Since Discord originated from the gaming community and offers rich features such as live streaming, it is ideal for building various interest-based communities.

**In summary:** Gaming communities and U.S. stock investment communities are more active on Discord.

Bitget is continuously expanding its presence in the US stock market and constantly increasing the range of tradable US assets. Currently, the platform supports over 200 US stocks. Thanks to its easy account opening process, no tax burden, and user-friendly interface, over 1 million Bitget users are actively trading US stocks on the platform.

Recently, the platform has added a batch of high-quality assets, including stocks from mainstream companies such as BAC, SOFI, TMUS, and XCOM; Chinese stocks are covered by BILI, PDD, NIO, LI, and NTES; ETFs include TQQQ, SQQQ, and USO.

Currently, key market trends in the US stock market are focused on the space economy and storage sectors. Chinese stocks may also see positive momentum in the near term—please pay close attention.

To explore related on-chain US stock trading opportunities, please go to the "Market - Stocks" section in the Bitget APP.

Attached is a registration link:

Regarding OKX suspending the loan to that friend, I believe the platform's handling was completely appropriate. After all, it's already 2026, and everyone should understand that rules are not 'distributed according to noise.' Concerning the claim about the father's hospitalization, I personally feel deep sympathy, but this is ultimately unrelated to fund security. If the platform were to release the funds now, how would it handle the situation later if the actual account holder shows up, or if the alleged family member's hospitalization is proven to be a hacker's fabricated excuse?

Moreover, the crypto community indeed has many dubious precedents. For example, there was once someone named Xiao Ming who claimed he was about to commit suicide due to a leveraged contract blow-up, only to immediately post a token afterward. Later, various absurd excuses emerged, including claims of being 'caught by deep-sea fishing' to justify token issuance. In this space, I've seen countless operations with extremely low ethical standards.

The environment here is a mix of all kinds. Even individuals with assets reaching A9 level may not necessarily have corresponding levels of vision or awareness. I've personally encountered someone who initially begged me to share their post, calling me 'Lang Ge,' only to later turn around and insult me, asking if I was mentally impaired. After meeting so many people, I've realized that wealth gained by luck rarely lasts. Most often, such people can't maintain their lifestyle for long and will eventually lose everything when adversity strikes.

Ultimately, everything in the world is energy. When financial energy becomes too heavy, it often leads to problems in health, family, and other aspects. Therefore, I greatly admire those bloggers who have truly succeeded in the business world, retired gracefully, and possess both individuality and refinement. They often appear serious at first glance but are actually very kind in person, allowing everyone to discuss issues calmly and rationally.

X is highly likely to evolve into an integrated platform combining cryptocurrency exchange and U.S. stock brokerage services. Through this strategic move, it will be able to control the traffic lifelines of other exchanges, forcing competitors to pay for traffic acquisition costs, which will undoubtedly significantly enhance X's commercial profitability.

Unfortunately, X has already been privatized and delisted; otherwise, its stock would undoubtedly be a highly attractive investment opportunity.

When the long struggle finally comes to an end, what truly causes fear is not war itself, but the fact that we gradually lose ourselves in the smoke of battle, forgetting why we began in the first place.

The work 'Spartacus' profoundly reveals this cruelty. Although the male protagonist seems to have won everything, killing countless enemies, his wife, Sula, ultimately dies at the hands of the Romans. Looking back at his original intention, all he ever truly desired was a simple, ordinary life.

Yet fate is cruel—simply because of bad luck encountering a Roman officer, his wife was captured, he was enslaved, and trained as a gladiator. Eventually, he was forced to become the key force attempting to overthrow the Roman Empire, and died on the battlefield. Perhaps all of this was already written in the script of fate.

Recently, the product lead at Twitter sparked considerable controversy while attempting to explain why traffic on Crypto Twitter (CT) has generally declined. As he also holds the title of SOL advisor, his comments drew significant backlash, ultimately leading him to delete his original post.

His core argument was quite sharp: the decline in CT traffic isn't due to algorithmic suppression, but rather negative feedback from excessive low-efficiency interactions—too many accounts are mass-producing worthless spam content. Official data also supports this point, showing that average users have very limited daily attention budgets, typically reading only 20 to 30 posts per day.

Several advertisers I've spoken with have also reported extremely poor ad performance and conversion rates on Twitter. I suspect this is largely because high-quality content is being drowned out by spam, making it difficult to reach users. For a long time, the CT community has widely practiced the 'botting and boosting' strategy, resulting in numerous accounts posting hundreds of low-value messages daily—this behavior brings no incremental value to the platform.

This is one of the reasons I remain cautious about Kaito. While the founder, agencies, and KOLs have all profited handsomely, the entire ecosystem has suffered serious damage. Such a 'I'm comfortable, regardless of the flood behind me' mentality is truly disappointing.

Given the current situation, I believe Twitter's next major target is likely to be content related to AI generation.

These past few days, the head of product at Twitter provided an explanation for the actual reasons behind the overall decline in CT (Crypto Twitter) traffic. However, due to his continued title as a SOL advisor, this statement sparked significant controversy, leading him to delete the original post.

His core argument is that the decline in CT traffic is not due to algorithmic bias, but rather the backlash from excessive low-efficiency interactions—specifically, a large number of accounts generating content spam. According to official data, the average user's daily attention budget is extremely limited, with an average of only 20-30 posts read per day.

Several advertisers I know have already reported to me that Twitter ads and promoted content have extremely poor conversion rates. I suspect this is largely because excessive spam content has filled the platform, preventing legitimate content from being effectively reached.

The CT community has long embraced the 'fake engagement to grow accounts' strategy, resulting in numerous accounts posting hundreds of worthless messages daily. These behaviors contribute no incremental value to the platform.

This is one of the main reasons I've always been critical of Kaito—while the founder made a fortune, agencies made a fortune, and KOLs made a fortune, the overall ecosystem has been severely damaged. This kind of 'old-school' approach often prioritizes personal comfort, regardless of the consequences for the future—'let the floods come after I'm gone.'

I believe the next major target of Twitter's crackdown will likely be AI-related content.

Why is the Put quantity of SLV so high?

In the market, people who can achieve 10x returns within a week are as numerous as fish crossing a river, yet those who can consistently earn a 1x return steadily over 10 years are extremely rare.