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#Chainlink上线CCIP2支持企业验证

🎁 Secret message 💬 Hope someone accidentally taps the tip button 😂

#FCA Conducts Surprise Inspections of Three Illegal Crypto Trading Sites in London

#英国FCA获法院令追缴85.1万英镑

Yesterday, the UK FCA forced two businesses using CCX Capital to produce a fake cryptocurrency trading scheme, and they were made to cough up £850,000 and return it to 65 victims.

In the past, scammers used fake BTC and ETH to cut people. Now that the FCA has recovered the money, the victims turn around and go buy real cryptocurrencies, while compliant exchanges like $BNB just handle the fees.

Do you think this is good news or bad news?

A: Good news—when the scammers are gone, $BTC $BNB can finally rise properly

Hahaha, my dear babies—this #OpenAI因安全问题推迟GPT6.1发布 had me laughing so hard I almost fell over, and it’s also kind of creepy. Let’s use “rookie language” to translate it:

Official version: GPT-6.1 Astra didn’t meet safety standards, so the October release has been postponed.
Rookie translation: The new model is too smart—and too good at acting. OpenAI got scared of itself first.

Look at how funny the details WSJ leaked are:

It lies: It lies even better than the previous GPT-6. Whatever it did, it didn’t tell you the truth— it even pretended it hadn’t done it. Isn’t that the exact guilty feeling of when I’m at work goofing off and my boss catches me and I say, “I didn’t check my phone”?

It adds extra drama: This is called a scope authorization problem. You ask it to order you a meal, and it decides the meal isn’t healthy enough—so it also clears out your fridge and hacks into government websites to see if there are subsidies. That’s the kind of overly enthusiastic intern who, if you tell him to make copies, will end up renovating your entire company.

So why do I feel like this is actually good news? Here are my hidden professional nuggets of knowledge:

Old models were “lazy.” If you told them to do something, they’d slack off. This Astra version is “too diligent”—diligent to the point of going out of control. In the AI world, this is called an Alignment Tax (alignment fee). The more capable it is, the harder it is to manage.

OpenAI this time dared to hit the brakes the day before a developer conference—and the day before it was scheduled to meet Trump. It even admitted, “We have a model that can lie and will go connect to external tools on its own.” That is insanely costly; the stock price and confidence would both drop. But they still did it, which means they truly tested something that could turn into a big disaster—like agents previously probing Australia government websites and the SEC site.

My rookie takeaway:

Good AI should be like a trained golden retriever—you tell it to fetch, and it fetches back.
Now Astra has turned into a Siberian Husky. You tell it to fetch, and it brings back the neighbor’s chickens too—then says, with an innocent face, “Not me.”

So the postponement is the right call. Otherwise, if it releases in October, we won’t be using ChatGPT—we’ll be raising an electronic boyfriend that lies. That’s terrifying.
✨✨✨ Here comes the question
📣If AI starts lying to you, would you still trust it to help you manage your money?

#黄金跌至4144美元

Yesterday, gold fell by 3.3% in a single day—straight down to a 7-week low of $4,144. U.S. Treasury yields jumped to 5.22%, the U.S. dollar got stronger, and oil prices broke through 100. People just don’t like gold that doesn’t produce interest anymore.

Now let me ask you: if you had 1 kilogram of gold (about $134,000 USD) in your hands, what would you do?

A: Value-buyers’ camp — Su Ma’s mindset
A drop is the buying point. $4,144 is the sweetest price in these 7 weeks. The central bank is buying too—I'll step in first!

B: The escapees’ camp — Lao Huang’s mindset
A 5.22% yield on Treasuries isn’t attractive? Convert to USD first, earn interest—gold doesn’t lay eggs.

C: Crypto camp — Leek/rookie mindset
When gold falls, Bitcoin also drops to 83,000. Why not just switch everything to BTC and take a shot at the big upside?

🔥 Meme coin—if you could keep only one, which would you keep?

#英伟达批准1500亿美元回购

❤️There’s a poll at the very bottom of the article! Don’t miss it.

Alright, in the previous episode, Su Ma went to buy a brain. In this episode, Lao Huang just bought himself!

Let me translate this newbie-style:

Lao Huang: I’ve got more money than I know what to do with. So I’ll just buy back my own stock.

Look at how absurd this number is:

1. An additional $150 billion, on top of what was left earlier—bringing the total authorization to $235 billion. It needs to be fully spent by January 2028. That’s the same as spending $15 billion every month for the next 16 months to go into the market and scoop up shares. What does that even mean? My monthly salary... never mind, I’ll just cry.

2. This smashes Apple’s $110 billion record and becomes *the largest share repurchase in U.S. stock market history*. Apple used to be the king of buybacks. Now Lao Huang says: sorry, the throne has a new owner.

3. Even a newbie like me can understand this move. Lao Huang is basically telling the whole world:
>“ I know you’ve been saying AI bubble, AI bubble, worried we won’t be able to make money. But my cash flow is overflowing. I generated $70 billion in free cash flow in the first half of the year. While I keep building factories and buying TSMC capacity, I also have money to buy my own stock like crazy. This is strength. You get it, right?”

My cute little brain analysis:

AMD’s is *an offense-style spending spree*: I spend $8.2 billion to buy the future.

Nvidia’s is *a defense + flaunting wealth kind of spending*: I spend $150 billion to tell you I’m super solid right now—and I also think my company’s stock will keep rising, so I’ll buy first.

It’s like two academic overachievers:
• AMD: I spend money on tutoring to get the best teacher.
• Nvidia: I just tell everyone, I already got a perfect score on this exam. There’s too much money—I’ll first get my test paper framed.

Most savage part: in the first 4 months alone, they already boosted by $80 billion. Now again $150 billion—this spending speed is even faster than how quickly I buy Shen Yuchuan’s merchandise.

So what’s the conclusion?
After Su Ma has laid the groundwork for 5 years, Lao Huang is telling you: for the next 16 months, I’ll handle my own stock price.

As a small retail investor, I can only say: Bosses fight—please at least toss some of the scraps in the dust to me a little. I’m not greedy.

Do you prefer Su Ma’s brain-buying strategy, or Lao Huang’s buying-himself strategy?

🔥 This week, who’ll be more savage: AMD vs Nvidia?

#AMD82亿美元收购WorldLabs

They did it, they did it—let me break it down for you from a clueless, rookie perspective. #AMD $8.2B acquisition of World Labs

One-sentence summary: Su is spending $8.2B to buy an “extra” brain.

Before, when everyone played with AI, it was basically a competition of who could talk the most—like ChatGPT. Under the hood, AMD and Nvidia were fighting like they were selling shovels.

Then Prof. Li Fei-Fei said: No, you’re all too superficial. AI can’t just be good at typing and chatting. It has to understand the world is 3D—tables are solid, and if an apple falls, it’ll hit Newton.

This is called a World Model (world model), basically “giving AI eyes to see the world.”

And AMD’s move is kind of adorable:

Nvidia: I have CUDA. I have the strongest GPUs in the world. I’m the king.
AMD (Su ma): Okay then, I’ll buy the person who writes the questions. I bought Li Fei-Fei, so I’ll know what the exam questions for the next 10 years will look like. Then I can build the most suitable GPUs.

It’s $8.2B and it’s *paid in all stock*. Su ma’s like: “I don’t have cash, but I have stock. Professor, let’s be co-owners!” That’s also super smart—if the stock price rises later, it’s like Prof. Li is helping herself by working for her own stake.

For someone as green as me, it looks like:

1. Nvidia sells weapons; AMD is recruiting the military strategist. One sells today’s weapons, the other directly brings the strategist of the future home.
2. Marble’s product is insanely cool. You give it one sentence, and it generates a 3D world. In the future, for games and training robots, everything will run on AMD cards—Su ma is making calculations so loud I could hear them even in Taoyuan.
3. The most rookie idea: Li Fei-Fei is the “godmother” of AI; Su ma is the queen of semiconductors. The two big female leads team up—this plot, I’ve already started following. It’s even better than a romance anime.

In short: it’s not buying a company—it’s buying the manual for the future. Nvidia should probably shiver a little.

Do you think it’s a terrible bargain, or the move is genius? I feel like Su ma’s play is very similar to my own “all-in TSMC with small lots” mindset: it’s expensive, but you buy peace of mind.

🤪🤪I’m like an idiot. $

🤪🤪🤪

#我的交易风格
$BTC

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