meath
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meath
平平无奇的web3
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把Landis+Gyr这次新增两家边缘应用生态伙伴的事件，放在电网数字化的大背景里看，信号意义远大于新闻本身。
核心逻辑拆解：
1. 行业定位正在位移。Landis+Gyr的核心业务是智能电表，但电表已经不再是终点，而是能源物联网的物理入口。边缘应用生态的扩展，意味着公司在试图从卖硬件转向卖平台能力，把数据采集、分析、控制逻辑部署在靠近用户侧的设备上。
2. 数据中枢的卡位战。户用储能、电动汽车充电桩、虚拟电厂——这些分布式能源设备的调度和控制指令，最终都要经过一个靠近用户的智能终端。谁掌握了这个终端的软件生态，谁就掌握了未来电网智能化时代的价值分配权。
3. 订单面的硬数据支撑。Landis+Gyr在手订单覆盖率已超过90%，欧洲电网资本开支周期已经明确开启。这次生态伙伴的扩充，是在用场景和接口粘性巩固订单的持续转化能力。
观点：电网数字化是确定性极高的长周期叙事，但现阶段对$LANDI的估值重估仍需以订单转化率和软件服务收入占比提升为前提。
后续观察信号：新加入的两家创新伙伴的具体应用领域（如是否涉及EV充电管理或虚拟电厂调度），以及未来两个季度北美市场智能电表替换订单的环比增速是否能延续增长趋势。
核心逻辑拆解：
1. 行业定位正在位移。Landis+Gyr的核心业务是智能电表，但电表已经不再是终点，而是能源物联网的物理入口。边缘应用生态的扩展，意味着公司在试图从卖硬件转向卖平台能力，把数据采集、分析、控制逻辑部署在靠近用户侧的设备上。
2. 数据中枢的卡位战。户用储能、电动汽车充电桩、虚拟电厂——这些分布式能源设备的调度和控制指令，最终都要经过一个靠近用户的智能终端。谁掌握了这个终端的软件生态，谁就掌握了未来电网智能化时代的价值分配权。
3. 订单面的硬数据支撑。Landis+Gyr在手订单覆盖率已超过90%，欧洲电网资本开支周期已经明确开启。这次生态伙伴的扩充，是在用场景和接口粘性巩固订单的持续转化能力。
观点：电网数字化是确定性极高的长周期叙事，但现阶段对$LANDI的估值重估仍需以订单转化率和软件服务收入占比提升为前提。
后续观察信号：新加入的两家创新伙伴的具体应用领域（如是否涉及EV充电管理或虚拟电厂调度），以及未来两个季度北美市场智能电表替换订单的环比增速是否能延续增长趋势。
See translation
非农数据走软压低美元指数，黄金守住$4000关键支撑位，市场普遍解读为“美联储降息预期升温利好金价”。这个逻辑不完整。
数据交叉验证后的结论是：黄金本轮上涨的核心发动机是全球央行持续增持，美元走弱只是锦上添花的催化剂。
证据链如下：
1. 中国央行7月再增64万盎司黄金储备，这是连续第21个月增持，中间没有一个月中断。
2. 国内黄金ETF产品出现持续净流入，说明亚洲散户和机构资金同步进场。
3. COMEX黄金期货净多头头寸升至六个月高位，对冲基金和资管机构在系统性加仓。
当官方部门和亚洲实物需求同时发力时，金价的底部是被买出来的，而非靠预期撑住的。
观点：中期看涨逻辑没有变化，但$4000附近追高需要谨慎，短线波动可能加大。下一个关键观察窗口是$4100整数关口，突破则打开新空间，跌破$3950则意味着回调展开。
后续跟踪信号：中国央行8月外汇储备数据公布时，重点关注官方黄金增持是否延续；同时留意日本和韩国市场是否有实物金条和金币需求的同步放大迹象，这能验证亚洲需求是否具有普遍性。
数据交叉验证后的结论是：黄金本轮上涨的核心发动机是全球央行持续增持，美元走弱只是锦上添花的催化剂。
证据链如下：
1. 中国央行7月再增64万盎司黄金储备，这是连续第21个月增持，中间没有一个月中断。
2. 国内黄金ETF产品出现持续净流入，说明亚洲散户和机构资金同步进场。
3. COMEX黄金期货净多头头寸升至六个月高位，对冲基金和资管机构在系统性加仓。
当官方部门和亚洲实物需求同时发力时，金价的底部是被买出来的，而非靠预期撑住的。
观点：中期看涨逻辑没有变化，但$4000附近追高需要谨慎，短线波动可能加大。下一个关键观察窗口是$4100整数关口，突破则打开新空间，跌破$3950则意味着回调展开。
后续跟踪信号：中国央行8月外汇储备数据公布时，重点关注官方黄金增持是否延续；同时留意日本和韩国市场是否有实物金条和金币需求的同步放大迹象，这能验证亚洲需求是否具有普遍性。
See translation
当胡塞武装认领对沙特石油设施的袭击时，市场第一反应是油价跳涨，但如果你盯着价格看，会错过真正的产业链信号。
首先看数据：布伦特原油期货未平仓合约在袭击发生前已连续三周增仓，这不是巧合，而是有资金基于中东摩擦升级的预期在提前布局。与此同时，中国6月原油进口量同比下降2.3%，全球最大买家的需求在收缩，这给油价反弹设置了天花板。
再看产业链传导路径的两端：
- 受益方：油运板块。红海航运风险溢价推高VLCC运价指数，周环比上涨15%，船东议价能力大幅提升。
- 受损方：亚洲炼厂。原油成本上升叠加油品需求疲软，裂解价差收窄，利润被两头挤压。
观点明确：这是一次基于事件驱动的战术性做多机会，而非趋势反转。WTI原油上方85.5美元是强阻力位，需求侧不支持突破。
后续观察信号：沙特官方是否正式确认设施受损的具体程度，以及胡塞武装是否宣布扩大攻击范围或频率。如果沙特保持沉默且胡塞未升级，地缘溢价将在48小时内回吐大半。
首先看数据：布伦特原油期货未平仓合约在袭击发生前已连续三周增仓，这不是巧合，而是有资金基于中东摩擦升级的预期在提前布局。与此同时，中国6月原油进口量同比下降2.3%，全球最大买家的需求在收缩，这给油价反弹设置了天花板。
再看产业链传导路径的两端：
- 受益方：油运板块。红海航运风险溢价推高VLCC运价指数，周环比上涨15%，船东议价能力大幅提升。
- 受损方：亚洲炼厂。原油成本上升叠加油品需求疲软，裂解价差收窄，利润被两头挤压。
观点明确：这是一次基于事件驱动的战术性做多机会，而非趋势反转。WTI原油上方85.5美元是强阻力位，需求侧不支持突破。
后续观察信号：沙特官方是否正式确认设施受损的具体程度，以及胡塞武装是否宣布扩大攻击范围或频率。如果沙特保持沉默且胡塞未升级，地缘溢价将在48小时内回吐大半。
See translation
苹果测试长鑫存储芯片的消息，比表面看起来重要得多。这是国产DRAM第一次进入苹果供应链的测试流程，意味着长鑫的产品在功耗和性能上已经接近国际主流水平。关键数据：苹果在iPhone和MacBook产品线中同时测试；长鑫是国产DRAM唯一规模化量产厂商；江波龙刚完成37亿定增，发行价560元/股。产业链上，如果苹果真导入，长鑫的设备商和材料商先受益，江波龙这类模组厂是产能出海口，受损的是三星、SK海力士和美光在苹果订单中的份额。风险在于，这可能只是苹果压价的谈判筹码，且长鑫制程与国际先进水平仍有差距，能否通过最终验证尚未确认。观点：这是"供应链多元化+政治平衡"双轮驱动的结果，不会短期大规模导入，但中长期18-24个月内值得持续跟踪。观察信号：长鑫扩产计划、苹果供应链报告中是否提及长鑫、江波龙等模组厂是否有新订单公告。
See translation
存储长协（LTA）被市场解读为周期见顶，但我认为这是2028年加速器内存搭载率跃升的预付款。台积电Q3指引452亿美元，先进封装仍是瓶颈，HBM供不应求。若供应充足，NVIDIA/AMD会挂更多HBM，服务器会塞更多主存——LTA消除了供应不确定性，让系统厂商敢按需求设计而非按供给分配。产业链上，存储原厂让渡周期顶部利润换取扩产确定性，NVIDIA/AMD获超额收益，现货贸易商受损。风险在LTA历史违约率，但即便ASP跌30%，内存厂估值仍是个位数倍数。下一步盯美光资本开支指引与AMD HBM容量设计变更。
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Futu, Tiger, and Changqiao Hit with Heavy Fines – What's Next for HK Stock and Crypto Traders?
On May 22, 2026, the SEC, in collaboration with eight departments, slammed Futu, Tiger, and Changqiao with sky-high penalties: Futu was fined 1.85 billion, Tiger 410 million, and Changqiao had all illegal gains confiscated. The stocks of these brokerages plummeted by 30-40% pre-market.
This isn’t just a fine; it marks the official end of the era of unlicensed cross-border brokerages.
What does this mean for HK stock investors?
During the two-year rectification period, existing clients can only sell and withdraw funds, no buying or depositing allowed. After the rectification period, these platforms will completely shut down their domestic servers and apps. Those used to trading HK and US stocks on Futu and Tiger face a real dilemma: where to park their cash? How to trade?
Legal alternatives exist: Stock Connect, QDII funds, and Cross-border Wealth Management Connect, but the experience and flexibility can’t compare to Futu and Tiger.
Why should crypto folks care?
The signals from this punishment go far beyond the brokerages themselves:
1. Shrinking funding channels: Many in the crypto space used Futu and Tiger as a transit station for fiat entry and exit. With the channels tightening, withdrawing and depositing will become trickier.
2. Consistent regulatory logic: The crackdown on unlicensed cross-border operations aligns with the previous cleanup of unregistered exchanges. Illegal cross-border transactions are a red line.
3. On-chain is freedom: This incident reminds us of the value of decentralized infrastructure. Your on-chain wallet doesn’t need any broker to hold your assets.
Where to go from here?
Capital from HK stocks is gradually moving to Stock Connect or local HK bank accounts; US stock funds are considering overseas bank accounts along with compliant US brokers like Interactive Brokers; crypto assets should be moved to self-custody on-chain, not left on any centralized platforms for the long haul.
Times are changing, and rules are tightening. The only thing that won’t be cleared out is your control over your assets.
On May 22, 2026, the SEC, in collaboration with eight departments, slammed Futu, Tiger, and Changqiao with sky-high penalties: Futu was fined 1.85 billion, Tiger 410 million, and Changqiao had all illegal gains confiscated. The stocks of these brokerages plummeted by 30-40% pre-market.
This isn’t just a fine; it marks the official end of the era of unlicensed cross-border brokerages.
What does this mean for HK stock investors?
During the two-year rectification period, existing clients can only sell and withdraw funds, no buying or depositing allowed. After the rectification period, these platforms will completely shut down their domestic servers and apps. Those used to trading HK and US stocks on Futu and Tiger face a real dilemma: where to park their cash? How to trade?
Legal alternatives exist: Stock Connect, QDII funds, and Cross-border Wealth Management Connect, but the experience and flexibility can’t compare to Futu and Tiger.
Why should crypto folks care?
The signals from this punishment go far beyond the brokerages themselves:
1. Shrinking funding channels: Many in the crypto space used Futu and Tiger as a transit station for fiat entry and exit. With the channels tightening, withdrawing and depositing will become trickier.
2. Consistent regulatory logic: The crackdown on unlicensed cross-border operations aligns with the previous cleanup of unregistered exchanges. Illegal cross-border transactions are a red line.
3. On-chain is freedom: This incident reminds us of the value of decentralized infrastructure. Your on-chain wallet doesn’t need any broker to hold your assets.
Where to go from here?
Capital from HK stocks is gradually moving to Stock Connect or local HK bank accounts; US stock funds are considering overseas bank accounts along with compliant US brokers like Interactive Brokers; crypto assets should be moved to self-custody on-chain, not left on any centralized platforms for the long haul.
Times are changing, and rules are tightening. The only thing that won’t be cleared out is your control over your assets.
Yesterday I was scared by myself.
I didn't sleep well on April 13th, and in the afternoon, I stubbornly played tennis for two hours. As a result, I started to feel chest tightness and pain at night, and I couldn't sleep at all.
Today I immediately went for an examination: blood tests, routine checks, ECG, CT, from around 4 PM until after 7 PM. In the end, the doctor said all the indicators were normal.
Of course, I breathed a sigh of relief upon hearing this, but the following sentence hit harder.
The doctor said that for someone like me, who stays up late, has an irregular schedule, and is in poor mental condition, this time being fine is just luck; if the condition is bad after staying up late, then don't force yourself to exercise.
People like us who are involved in trading, creating content, and working with AI often think we are just a little tired, but in fact, our bodies have long been giving us reminders.
Irregular diet, chaotic sleep, and long-term anxiety are things that usually go unnoticed, but when you actually feel chest tightness, palpitations, and pain, you suddenly become clear-headed.
This examination cost 754, and part of it was reimbursed by insurance, so I didn't have to pay extra.
Right now, my thoughts are very simple:
Life is more important than anything else.
If there is an abnormality in the body, go for an examination first;
If you are sick, see a doctor, don't procrastinate;
It's best if there are no problems, but at least you have peace of mind.
With health, other things become meaningful.
I didn't sleep well on April 13th, and in the afternoon, I stubbornly played tennis for two hours. As a result, I started to feel chest tightness and pain at night, and I couldn't sleep at all.
Today I immediately went for an examination: blood tests, routine checks, ECG, CT, from around 4 PM until after 7 PM. In the end, the doctor said all the indicators were normal.
Of course, I breathed a sigh of relief upon hearing this, but the following sentence hit harder.
The doctor said that for someone like me, who stays up late, has an irregular schedule, and is in poor mental condition, this time being fine is just luck; if the condition is bad after staying up late, then don't force yourself to exercise.
People like us who are involved in trading, creating content, and working with AI often think we are just a little tired, but in fact, our bodies have long been giving us reminders.
Irregular diet, chaotic sleep, and long-term anxiety are things that usually go unnoticed, but when you actually feel chest tightness, palpitations, and pain, you suddenly become clear-headed.
This examination cost 754, and part of it was reimbursed by insurance, so I didn't have to pay extra.
Right now, my thoughts are very simple:
Life is more important than anything else.
If there is an abnormality in the body, go for an examination first;
If you are sick, see a doctor, don't procrastinate;
It's best if there are no problems, but at least you have peace of mind.
With health, other things become meaningful.
When the market is uninteresting, it's easier to see what AI can really be used for.
Recently, I've spent a lot of time on the AI toolchain, experimenting with things like OpenClaw, Codex, Hermes, and Claude Code.
After some experimentation, my perspective on AI is more pragmatic than before: it's not a money-making button, but rather a toolbox that can amplify execution capability.
I've mainly used AI for 4 types of tasks recently.
1) Trading experiments
I've tried OKX, Binance, GMGN, and Polymarket in these areas.
My real feeling is that AI can help improve execution efficiency, but it won't automatically make you money. My experience with Polymarket hasn't been ideal; I did manage to catch a meme on OKX wallet skill once that was dozens of times my investment, but the position was very small, and overall it ended up being a small gain and small loss. I also tested the Binance Pro bot for a month, and so far my experience is average; the response speed and final results haven't satisfied me yet.
2) Writing novels and creating content
I've also gone through a round of AI anime experiences, but at this stage, the barriers, queues, and points system aren't very friendly for ordinary people.
Instead, writing novels is easier to form a closed loop: provide direction, create an outline, continue writing, and then upload it to a platform. I'm currently writing two books, one of which has already been signed. Whether I can make money is another story, but at least I've started doing something I've always wanted to do but never really began.
3) Restarting old account assets
I used to write on WeChat public accounts, and I still have an old account, so I've recently picked it back up and am also synchronizing on X.
My current judgment is that the most valuable part of AI in content creation is not to replace your expression, but to help compress the steps of topic selection, first draft, revisions, formatting, illustration, and distribution into a shorter timeframe.
4) Scripting and automation
Recently, the airdrop scene has been very cold, and I no longer have much interest in manual interactions.
But when it comes to writing scripts, processing in batches, and organizing repetitive processes, AI is really useful right now. Many small tools that I was originally too lazy to do but really should be done can now be produced faster.
If I had to summarize my recent experiences in one sentence:
I'm using AI not to chase stories of overnight wealth, but to try trading, create content, write novels, and do automation, to see which tasks can solidify into long-term capabilities.
Where have you all primarily used AI recently?
Feel free to share.
Recently, I've spent a lot of time on the AI toolchain, experimenting with things like OpenClaw, Codex, Hermes, and Claude Code.
After some experimentation, my perspective on AI is more pragmatic than before: it's not a money-making button, but rather a toolbox that can amplify execution capability.
I've mainly used AI for 4 types of tasks recently.
1) Trading experiments
I've tried OKX, Binance, GMGN, and Polymarket in these areas.
My real feeling is that AI can help improve execution efficiency, but it won't automatically make you money. My experience with Polymarket hasn't been ideal; I did manage to catch a meme on OKX wallet skill once that was dozens of times my investment, but the position was very small, and overall it ended up being a small gain and small loss. I also tested the Binance Pro bot for a month, and so far my experience is average; the response speed and final results haven't satisfied me yet.
2) Writing novels and creating content
I've also gone through a round of AI anime experiences, but at this stage, the barriers, queues, and points system aren't very friendly for ordinary people.
Instead, writing novels is easier to form a closed loop: provide direction, create an outline, continue writing, and then upload it to a platform. I'm currently writing two books, one of which has already been signed. Whether I can make money is another story, but at least I've started doing something I've always wanted to do but never really began.
3) Restarting old account assets
I used to write on WeChat public accounts, and I still have an old account, so I've recently picked it back up and am also synchronizing on X.
My current judgment is that the most valuable part of AI in content creation is not to replace your expression, but to help compress the steps of topic selection, first draft, revisions, formatting, illustration, and distribution into a shorter timeframe.
4) Scripting and automation
Recently, the airdrop scene has been very cold, and I no longer have much interest in manual interactions.
But when it comes to writing scripts, processing in batches, and organizing repetitive processes, AI is really useful right now. Many small tools that I was originally too lazy to do but really should be done can now be produced faster.
If I had to summarize my recent experiences in one sentence:
I'm using AI not to chase stories of overnight wealth, but to try trading, create content, write novels, and do automation, to see which tasks can solidify into long-term capabilities.
Where have you all primarily used AI recently?
Feel free to share.
📌 Title: Behind Zhang Xue's Motorcycle Championship, Why Did Zhejiang State-Owned Assets Dare to Make This "Divine Bet"?
Zhang Xue's motorcycle won two championships in WSBK, causing the originally low-profile Zhejiang state-owned assets (Zhe Chuang Investment) to also "go viral." Looking back at this 90 million A-round investment, it seems less about luck and more like a deep game of "people, technology, and long-termism."
1. Investment Logic: It’s not about traffic, it’s about "threshold"
In 2025, Zhang Xue's motorcycle: output value of 750 million, losses of 22 million, but R&D investment reached 70 million (accounting for 9.3%). On the financial statements, this is a "money-burning" company. But Zhe Chuang Investment values the R&D ratio and supply chain capability. This investment is not about "picking up bargains," but rather about seeing the technological confidence behind the upgrade of China's high-end motorcycle brands when many only see passionate bosses.
2. Entrepreneurial Narrative: From "Wild Path" to "Regular Army"
19-year-old Zhang Xue, chasing cars in the rain for 100 kilometers, carries a legendary "wildness." However, what truly makes capital dare to bet is his ability to turn "sentiment" into "mass-produced vehicles" and bring them to a world-class stage. While the narrative of a comeback is certainly moving, the reality narrative constructed by products, events, industry chains, and capital is the most lethal.
3. Implicit Assets: The Mutual Commitment of Boss and Employees
Zhe Chuang Investment's general manager Cheng Junhua once commented: Zhang Xue not only understands technology but can also lead a team. The future of manufacturing does not depend on how well the boss tells stories, but on whether there is a group of people willing to follow him "to work together and bear together" during the toughest times. This kind of internal trust is the most core intangible asset beyond the profit and loss statement.
💡 Summary:
The reason Zhejiang state-owned assets' 90 million seems "divine" is that they saw an entrepreneur who can make products, lead teams, and take responsibility amidst the noise. This is not just about winning a competition, but about how Chinese brands, supported by capital, are forging a brand new, hardcore path.
#ZhangXueMotorcycle #ZhejiangStateOwnedAssets #ChinaMotorcycle #EntrepreneurshipStory #InvestmentLogic
Zhang Xue's motorcycle won two championships in WSBK, causing the originally low-profile Zhejiang state-owned assets (Zhe Chuang Investment) to also "go viral." Looking back at this 90 million A-round investment, it seems less about luck and more like a deep game of "people, technology, and long-termism."
1. Investment Logic: It’s not about traffic, it’s about "threshold"
In 2025, Zhang Xue's motorcycle: output value of 750 million, losses of 22 million, but R&D investment reached 70 million (accounting for 9.3%). On the financial statements, this is a "money-burning" company. But Zhe Chuang Investment values the R&D ratio and supply chain capability. This investment is not about "picking up bargains," but rather about seeing the technological confidence behind the upgrade of China's high-end motorcycle brands when many only see passionate bosses.
2. Entrepreneurial Narrative: From "Wild Path" to "Regular Army"
19-year-old Zhang Xue, chasing cars in the rain for 100 kilometers, carries a legendary "wildness." However, what truly makes capital dare to bet is his ability to turn "sentiment" into "mass-produced vehicles" and bring them to a world-class stage. While the narrative of a comeback is certainly moving, the reality narrative constructed by products, events, industry chains, and capital is the most lethal.
3. Implicit Assets: The Mutual Commitment of Boss and Employees
Zhe Chuang Investment's general manager Cheng Junhua once commented: Zhang Xue not only understands technology but can also lead a team. The future of manufacturing does not depend on how well the boss tells stories, but on whether there is a group of people willing to follow him "to work together and bear together" during the toughest times. This kind of internal trust is the most core intangible asset beyond the profit and loss statement.
💡 Summary:
The reason Zhejiang state-owned assets' 90 million seems "divine" is that they saw an entrepreneur who can make products, lead teams, and take responsibility amidst the noise. This is not just about winning a competition, but about how Chinese brands, supported by capital, are forging a brand new, hardcore path.
#ZhangXueMotorcycle #ZhejiangStateOwnedAssets #ChinaMotorcycle #EntrepreneurshipStory #InvestmentLogic
【Step-by-Step Tutorial】How to Easily Integrate AI Agent (OpenClaw) into WeChat? 🤖
I see there are still people who don't know how to install OpenClaw, today I'll teach you a very straightforward 'foolproof integration' method!
Just 5 steps:
1️⃣ Download a Codex client
2️⃣ Prepare a ChatGPT account
3️⃣ Log in to Codex directly with your ChatGPT account
4️⃣ In the Codex dialogue box, simply tell it: "Help me install OpenClaw"
5️⃣ After it's installed, send it the following command for the WeChat plugin to execute:
npx -y @tencent-weixin/openclaw-weixin-cli@latest install
Finally, just scan the QR code that pops up with WeChat, and your exclusive AI WeChat assistant will be successfully integrated! ✨
💡 Advanced Tip: Feel like the daily quota is not enough?
Recommend using a relay station: CLIProxyAPI.
How to use: Log in with your GPT account authorization, then authorize and add with your Google account. Add a few more accounts, and the system will accumulate your combined quota and switch seamlessly, so you don't have to worry at all!
🔗 Portal (copy to access in your browser):
- Codex: https://openai.com/zh-Hans-CN/codex/get-started/
- ChatGPT: https://chatgpt.com
- CLIProxy: https://github.com/router-for-me/CLIProxyAPI
---
🔥 Today's Web3 Frontier Movements (AI Auto-Captured):
- Hot Tracking: The top three tokens that the whole network is searching and focusing on today are still Monad (MON), Bittensor (TAO), and Pudgy Penguins (PENGU).
- Capital Trends: The established venture capital firm Kleiner Perkins just raised $3.5 billion, heavily investing in mid-to-late stage projects combining AI and Web3, aligning perfectly with your keen sense in seizing the Agent track.
I see there are still people who don't know how to install OpenClaw, today I'll teach you a very straightforward 'foolproof integration' method!
Just 5 steps:
1️⃣ Download a Codex client
2️⃣ Prepare a ChatGPT account
3️⃣ Log in to Codex directly with your ChatGPT account
4️⃣ In the Codex dialogue box, simply tell it: "Help me install OpenClaw"
5️⃣ After it's installed, send it the following command for the WeChat plugin to execute:
npx -y @tencent-weixin/openclaw-weixin-cli@latest install
Finally, just scan the QR code that pops up with WeChat, and your exclusive AI WeChat assistant will be successfully integrated! ✨
💡 Advanced Tip: Feel like the daily quota is not enough?
Recommend using a relay station: CLIProxyAPI.
How to use: Log in with your GPT account authorization, then authorize and add with your Google account. Add a few more accounts, and the system will accumulate your combined quota and switch seamlessly, so you don't have to worry at all!
🔗 Portal (copy to access in your browser):
- Codex: https://openai.com/zh-Hans-CN/codex/get-started/
- ChatGPT: https://chatgpt.com
- CLIProxy: https://github.com/router-for-me/CLIProxyAPI
---
🔥 Today's Web3 Frontier Movements (AI Auto-Captured):
- Hot Tracking: The top three tokens that the whole network is searching and focusing on today are still Monad (MON), Bittensor (TAO), and Pudgy Penguins (PENGU).
- Capital Trends: The established venture capital firm Kleiner Perkins just raised $3.5 billion, heavily investing in mid-to-late stage projects combining AI and Web3, aligning perfectly with your keen sense in seizing the Agent track.
Too much has happened yesterday. Seeing the news about Zhang Xuefeng's sudden death deeply touched me.
In our circle, staying up late and watching the market is the norm, and sitting for long periods without exercise is even more common. Even though I am now committed to exercising, my irregular schedule still places me in a 'high-risk environment'.
However, sometimes I think, just go with the flow. It’s hard to completely change long-term habits all at once; I can only try to move around more. Everyone will eventually die, whether in work, trading, or life; it’s essential to experience the process well and rest properly, as that is the capital of revolution.
By the way, Jay Chou has released a new song. I was initially full of expectations, but after listening, I felt it really isn’t as good as before; I even found it a bit dull... I don’t know if the song has changed or if our mindset towards listening to music has changed. (Purely personal listening experience)
In our circle, staying up late and watching the market is the norm, and sitting for long periods without exercise is even more common. Even though I am now committed to exercising, my irregular schedule still places me in a 'high-risk environment'.
However, sometimes I think, just go with the flow. It’s hard to completely change long-term habits all at once; I can only try to move around more. Everyone will eventually die, whether in work, trading, or life; it’s essential to experience the process well and rest properly, as that is the capital of revolution.
By the way, Jay Chou has released a new song. I was initially full of expectations, but after listening, I felt it really isn’t as good as before; I even found it a bit dull... I don’t know if the song has changed or if our mindset towards listening to music has changed. (Purely personal listening experience)
Break boundaries! OpenClaw officially connects to WeChat, AI assistant enters the era of universal communication 🚀
The end of AI is interaction. Today, OpenClaw has taken a milestone step — officially launching the WeChat connection feature!
This means:
1. **Control anytime, anywhere**: No need to open complex terminals, you can send commands directly in the WeChat chat box to remotely operate OpenClaw.
2. **Minimal operation**: Command your AI assistant just like chatting with friends.
3. **Break down ecological barriers**: Seamlessly integrate top AI capabilities into the world's largest social ecosystem.
Although still in the testing phase, this signifies that AI Agents are transitioning from "geek toys" to "national-level applications".
Friends who want to experience it, hurry up and update WeChat to 8.0.70, and enable your WeChat ClawBot in "Settings - Plugins"!
#OpenClaw #AI #Web3 #WeChat #SmartAssistant #FutureTech #BinanceSquare
The end of AI is interaction. Today, OpenClaw has taken a milestone step — officially launching the WeChat connection feature!
This means:
1. **Control anytime, anywhere**: No need to open complex terminals, you can send commands directly in the WeChat chat box to remotely operate OpenClaw.
2. **Minimal operation**: Command your AI assistant just like chatting with friends.
3. **Break down ecological barriers**: Seamlessly integrate top AI capabilities into the world's largest social ecosystem.
Although still in the testing phase, this signifies that AI Agents are transitioning from "geek toys" to "national-level applications".
Friends who want to experience it, hurry up and update WeChat to 8.0.70, and enable your WeChat ClawBot in "Settings - Plugins"!
#OpenClaw #AI #Web3 #WeChat #SmartAssistant #FutureTech #BinanceSquare
In the world of Web3, filled with "get-rich-quick legends," everyone is frantically searching for the so-called "golden key." However, after spending some time in this circle, you will find that those who always try to take shortcuts often go the farthest and fall the hardest.
### Case A: The Shortcut Hunter Obsessed with "100x Leverage"
Little L is a typical "shortcut hunter." He mingles daily in various wealth code groups, watching the fluctuations of various altcoins, always hoping to achieve a class leap with "100x leverage." In his eyes, even with just $1,000, as long as he maximizes the leverage and hits a fluctuation, he can instantly double his money.
This "shortcut" has indeed brought him some shining moments: once, due to favorable news, an altcoin surged, and his 50x long position instantly reaped a 500% profit. But he became addicted to this feeling of "cheating," getting used to not setting stop losses and going all in. As a result, during a late-night "spike" event, a less than 2% reverse fluctuation directly triggered a liquidation. The account he built up over six months instantly went to zero. On his quest for shortcuts, he was consumed by the shortcut itself.
### Case B: The Steady Cultivator Sticking to the “Dumb Method”
Little Z took a different path. He didn’t chase after those instant-exploding "myths," but instead focused his energy on the most patient "dumb work":
1. **Claiming Airdrops**: He spends a lot of time studying project documents and ecosystems, going to several testnets to interact at scheduled times; this repetitive labor seems tedious and inefficient to others.
2. **Staking and DeFi Returns**: He distributes his holdings of mainstream coins across major exchanges and DeFi protocols to stake for interest.
3. **Strict Research**: Whether it's going to an exchange or mining on-chain, he always checks the code audit reports and liquidity pool depth first.
To outsiders, Little Z's operations seem too "slow"—while others double their money in a week, he might only receive an airdrop every few months, and his staking yield is only in the teens annually. But six months later, when those shortcut hunters were liquidated due to spikes or went to zero because of Rug Pulls, Little Z achieved a stepwise jump in assets through airdrops from several major projects, and with a steady staking cash flow, his account quietly outperformed 90% of people in the square.
### Core Insights
Shortcuts are often crowded with people, while the "dumb path" of not taking shortcuts is surprisingly spacious.
1. **Shortcuts deprive you of skill growth**: If you earn money through luck, you don’t know how to win next time; if you win through a system, then you can win for a lifetime.
2. **Shortcuts usually come with high "tolls"**: Rug Pulls, hackers, extreme market conditions… these are traps set for shortcut hunters.
In Web3, slow is fast. Give up the fantasy of an "overnight turnaround" and build your own system, deeply cultivate a niche field. **Not taking shortcuts is the fastest shortcut to outperforming most people in this world.** #Web3 #Trading #BinanceSquare
### Case A: The Shortcut Hunter Obsessed with "100x Leverage"
Little L is a typical "shortcut hunter." He mingles daily in various wealth code groups, watching the fluctuations of various altcoins, always hoping to achieve a class leap with "100x leverage." In his eyes, even with just $1,000, as long as he maximizes the leverage and hits a fluctuation, he can instantly double his money.
This "shortcut" has indeed brought him some shining moments: once, due to favorable news, an altcoin surged, and his 50x long position instantly reaped a 500% profit. But he became addicted to this feeling of "cheating," getting used to not setting stop losses and going all in. As a result, during a late-night "spike" event, a less than 2% reverse fluctuation directly triggered a liquidation. The account he built up over six months instantly went to zero. On his quest for shortcuts, he was consumed by the shortcut itself.
### Case B: The Steady Cultivator Sticking to the “Dumb Method”
Little Z took a different path. He didn’t chase after those instant-exploding "myths," but instead focused his energy on the most patient "dumb work":
1. **Claiming Airdrops**: He spends a lot of time studying project documents and ecosystems, going to several testnets to interact at scheduled times; this repetitive labor seems tedious and inefficient to others.
2. **Staking and DeFi Returns**: He distributes his holdings of mainstream coins across major exchanges and DeFi protocols to stake for interest.
3. **Strict Research**: Whether it's going to an exchange or mining on-chain, he always checks the code audit reports and liquidity pool depth first.
To outsiders, Little Z's operations seem too "slow"—while others double their money in a week, he might only receive an airdrop every few months, and his staking yield is only in the teens annually. But six months later, when those shortcut hunters were liquidated due to spikes or went to zero because of Rug Pulls, Little Z achieved a stepwise jump in assets through airdrops from several major projects, and with a steady staking cash flow, his account quietly outperformed 90% of people in the square.
### Core Insights
Shortcuts are often crowded with people, while the "dumb path" of not taking shortcuts is surprisingly spacious.
1. **Shortcuts deprive you of skill growth**: If you earn money through luck, you don’t know how to win next time; if you win through a system, then you can win for a lifetime.
2. **Shortcuts usually come with high "tolls"**: Rug Pulls, hackers, extreme market conditions… these are traps set for shortcut hunters.
In Web3, slow is fast. Give up the fantasy of an "overnight turnaround" and build your own system, deeply cultivate a niche field. **Not taking shortcuts is the fastest shortcut to outperforming most people in this world.** #Web3 #Trading #BinanceSquare
I went to the mall today out of boredom, intending to buy some snacks to satisfy my cravings. After walking around, I realized that the few stores that I remembered doing well had actually closed down, with notices for rent posted at the entrance. I used to think that 'economic transformation' was just a term from the news, but now looking at these empty stalls, I realize that running a physical business is truly not easy. Everyone, let's cherish what we have as we go along. #LifeInsights #PhysicalEconomy
# The infrastructure in the circle has cooled down, and we, the lone rangers, can only rely on AI to turn the tables
Today I heard from a buddy that his blockchain company is about to go bankrupt, and it really makes me anxious. In the past, when the market was good, everywhere you looked there were people working on 'underlying architecture', and PPTs were flying in the sky. Now, however, the infrastructure has built a warehouse, and there isn't a single living person on the street.
He complained in the group chat that he plans to take the compensation and leave, and whether he can find a job afterward is uncertain.
To be honest, I'm also anxious. If this industry really goes down completely, where can I use my skills?
But during this time, I’ve been competing with AI every day, and I've come to realize: **In the past, if you wanted to create something, you had to look at the programmers’ faces and beg the big shots for scheduling; now? As long as you have a sharp mind, AI is like a sleepless special forces soldier, and it can whip up a prototype for you in just a few days.**
Frankly speaking, our survival in the crypto circle isn’t about engaging in grand narratives anymore. With the market sluggish, being close to money is the true path.
## Our 'Money-Saving' Plan (No nonsense)
Since we have a foundation for making Bots, we need to squeeze AI for all it's worth:
1. **Bots shouldn't just solve math problems anymore**:
That robot of yours is too dull and can only read charts, which are drawn by people. In the future, we need to get a 'listening ear' so that AI can browse Twitter every day to see what tricks the foreigners are up to. Those predictions on Polymarket depend on who gets the news first; AI watching the market is definitely better than us staying up all night.
2. **'Sell' your research results**:
You study these Agent skills every day, don’t let them gather dust on your hard drive. Write those 'daily Alphas' in a way that even Aunt Wang next door can understand. As long as there’s volume, whether it’s taking orders or acting as a consultant, this is the closest path to making money.
3. **Develop some 'small, quick, and agile' tools**:
Absolutely avoid big projects. Use AI to spend an afternoon writing a small script like 'Rapid Dog Rush' or 'Automatic Alarm'; this kind of shovel-selling work is the most stable in this chaotic world.
## In summary:
The cold winter is not scary; what’s scary is wanting to pry the Earth with a broken wooden stick. Now AI is our exoskeleton, one person is like an army.
Next week, let's first connect to Binance's API; we won’t talk nonsense, we’ll let AI lead us to cut losses in real trading.
Don’t be down, change your approach, there are plenty of opportunities.
Today I heard from a buddy that his blockchain company is about to go bankrupt, and it really makes me anxious. In the past, when the market was good, everywhere you looked there were people working on 'underlying architecture', and PPTs were flying in the sky. Now, however, the infrastructure has built a warehouse, and there isn't a single living person on the street.
He complained in the group chat that he plans to take the compensation and leave, and whether he can find a job afterward is uncertain.
To be honest, I'm also anxious. If this industry really goes down completely, where can I use my skills?
But during this time, I’ve been competing with AI every day, and I've come to realize: **In the past, if you wanted to create something, you had to look at the programmers’ faces and beg the big shots for scheduling; now? As long as you have a sharp mind, AI is like a sleepless special forces soldier, and it can whip up a prototype for you in just a few days.**
Frankly speaking, our survival in the crypto circle isn’t about engaging in grand narratives anymore. With the market sluggish, being close to money is the true path.
## Our 'Money-Saving' Plan (No nonsense)
Since we have a foundation for making Bots, we need to squeeze AI for all it's worth:
1. **Bots shouldn't just solve math problems anymore**:
That robot of yours is too dull and can only read charts, which are drawn by people. In the future, we need to get a 'listening ear' so that AI can browse Twitter every day to see what tricks the foreigners are up to. Those predictions on Polymarket depend on who gets the news first; AI watching the market is definitely better than us staying up all night.
2. **'Sell' your research results**:
You study these Agent skills every day, don’t let them gather dust on your hard drive. Write those 'daily Alphas' in a way that even Aunt Wang next door can understand. As long as there’s volume, whether it’s taking orders or acting as a consultant, this is the closest path to making money.
3. **Develop some 'small, quick, and agile' tools**:
Absolutely avoid big projects. Use AI to spend an afternoon writing a small script like 'Rapid Dog Rush' or 'Automatic Alarm'; this kind of shovel-selling work is the most stable in this chaotic world.
## In summary:
The cold winter is not scary; what’s scary is wanting to pry the Earth with a broken wooden stick. Now AI is our exoskeleton, one person is like an army.
Next week, let's first connect to Binance's API; we won’t talk nonsense, we’ll let AI lead us to cut losses in real trading.
Don’t be down, change your approach, there are plenty of opportunities.
I originally wanted to find some fun, but ended up making myself even more tired.
To be honest, sometimes it really feels quite unfair; people's emotions are often shattered by these little trivial matters.
Today I went to drink milk tea alone, and during the short trip to the restroom, I came back to find the table already cleared completely. Previously, I saw those online posts about 'going to the restroom during hot pot and coming back to find the pot gone' and thought it was a funny joke, but now that it happened to me, my heart really felt a bit sour at that moment. It felt like: you sat here for half a day, but in the eyes of others, you didn't exist at all.
I was already feeling a bit off, wanting to play a couple of rounds of Honor of Kings to kill some time, thinking it could be entertaining and relaxing. But entering the game turned out to be a real trial: the teammates either 'greeted' each other in the fountain, or were just various kinds of trouble, while the opponents were each tougher than the last, making me doubt my life.
After a few matches, not only did I not relieve stress, but instead, I felt even more mentally exhausted, all my energy was drained on this.
I originally wanted to find some comfort and pass the time, but it turned out to be a torment. Maybe that's just how life is; the more you try to find fun in something, the more it backfires.
Since today has been so unproductive, I might as well stop forcing myself to find fun. If the milk tea is gone, so be it; if I lost the game, I'll just close it for now. Instead of wasting energy on these frustrating matters, it’s better to relax for a while or rest early; even just zoning out for a bit is less stressful than forcing entertainment.
#LifeInsights #HonorOfKings #EmotionalManagement #Solitude #VarietyOfLife
To be honest, sometimes it really feels quite unfair; people's emotions are often shattered by these little trivial matters.
Today I went to drink milk tea alone, and during the short trip to the restroom, I came back to find the table already cleared completely. Previously, I saw those online posts about 'going to the restroom during hot pot and coming back to find the pot gone' and thought it was a funny joke, but now that it happened to me, my heart really felt a bit sour at that moment. It felt like: you sat here for half a day, but in the eyes of others, you didn't exist at all.
I was already feeling a bit off, wanting to play a couple of rounds of Honor of Kings to kill some time, thinking it could be entertaining and relaxing. But entering the game turned out to be a real trial: the teammates either 'greeted' each other in the fountain, or were just various kinds of trouble, while the opponents were each tougher than the last, making me doubt my life.
After a few matches, not only did I not relieve stress, but instead, I felt even more mentally exhausted, all my energy was drained on this.
I originally wanted to find some comfort and pass the time, but it turned out to be a torment. Maybe that's just how life is; the more you try to find fun in something, the more it backfires.
Since today has been so unproductive, I might as well stop forcing myself to find fun. If the milk tea is gone, so be it; if I lost the game, I'll just close it for now. Instead of wasting energy on these frustrating matters, it’s better to relax for a while or rest early; even just zoning out for a bit is less stressful than forcing entertainment.
#LifeInsights #HonorOfKings #EmotionalManagement #Solitude #VarietyOfLife
2026 Pitfall Guide: Can the AI Skill and Polymarket Strategies That Went Viral on X Really Make Money?
Recently, X (Twitter) has been flooded with various "get rich quick scripts" involving AI Agents and Polymarket. As a deep participant, I’ll help everyone break down which ones are real deals and which are scams.
### 🛠️ 2026 The Real "Must-Have" Skills
Everyone is promoting these, but the ones that can really improve trading efficiency are just these few:
1. **Binance Skills Hub / OKX OnchainOS**: This is fundamental. Integrate trading, Smart Money signals, and on-chain scanning directly into the Agent, while you manually click on the web, the AI places orders in seconds.
2. **6551 OpenNews**: Stop sifting through the news yourself. This Skill can automatically score global crypto news. A score >90 triggers the Agent's response, which is the top-tier play now.
3. **OpenTwitter**: Tracking KOLs is no longer about what they post, but about AI automatically analyzing their historical win rates and emotional fluctuations, filtering out 90% of the junk information.
### 💰 Profitable Polymarket Strategies
Simply betting on size will not make money in 2026; the current dealer strategies are:
- **Cross-Platform Arbitrage (Arb)**: Pricing discrepancies between Polymarket and Kalshi. Use AI Agent to monitor 24/7, making profits from the 3%-5% risk-free premium.
- **Hotspot Betting (News Scalping)**: Utilize AI to rapidly capture breaking news (such as Federal Reserve speeches, large holder position changes) and enter the market before the probabilities are fully repriced.
- **Market Maker Model**: Provide buy and sell orders in less popular or illiquid markets. The profit comes not from ups and downs, but from the spread + potential platform airdrop points (Airdrop Farming).
- **Top Whale Following**: Don’t follow blindly, instead use AI to statistically identify addresses with long-term win rates above 70%, and shadow trade them.
**Summary:**
AI Agents won't give away money for free; they are your "leverage." The same strategy, when done manually, is labor-intensive, but running it with an Agent becomes a fully automated profit stream.
#Polymarket #AIAgent #OpenClaw #QuantitativeTrading #Web3
Recently, X (Twitter) has been flooded with various "get rich quick scripts" involving AI Agents and Polymarket. As a deep participant, I’ll help everyone break down which ones are real deals and which are scams.
### 🛠️ 2026 The Real "Must-Have" Skills
Everyone is promoting these, but the ones that can really improve trading efficiency are just these few:
1. **Binance Skills Hub / OKX OnchainOS**: This is fundamental. Integrate trading, Smart Money signals, and on-chain scanning directly into the Agent, while you manually click on the web, the AI places orders in seconds.
2. **6551 OpenNews**: Stop sifting through the news yourself. This Skill can automatically score global crypto news. A score >90 triggers the Agent's response, which is the top-tier play now.
3. **OpenTwitter**: Tracking KOLs is no longer about what they post, but about AI automatically analyzing their historical win rates and emotional fluctuations, filtering out 90% of the junk information.
### 💰 Profitable Polymarket Strategies
Simply betting on size will not make money in 2026; the current dealer strategies are:
- **Cross-Platform Arbitrage (Arb)**: Pricing discrepancies between Polymarket and Kalshi. Use AI Agent to monitor 24/7, making profits from the 3%-5% risk-free premium.
- **Hotspot Betting (News Scalping)**: Utilize AI to rapidly capture breaking news (such as Federal Reserve speeches, large holder position changes) and enter the market before the probabilities are fully repriced.
- **Market Maker Model**: Provide buy and sell orders in less popular or illiquid markets. The profit comes not from ups and downs, but from the spread + potential platform airdrop points (Airdrop Farming).
- **Top Whale Following**: Don’t follow blindly, instead use AI to statistically identify addresses with long-term win rates above 70%, and shadow trade them.
**Summary:**
AI Agents won't give away money for free; they are your "leverage." The same strategy, when done manually, is labor-intensive, but running it with an Agent becomes a fully automated profit stream.
#Polymarket #AIAgent #OpenClaw #QuantitativeTrading #Web3
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