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X:红豆加冰（@BCAD312_）|公众号： 加密领袖投研
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2026 AI 'Lobster Farming' Ultimate Guide: A Complete Strategy from Zero Deployment to Monthly Income of 140,000Refuse to be Lao Deng, turning your computer into a 24-hour money printing machine
Recently, a tough guy in the crypto circle has become famous, with 40 servers lined up, looking like a mining farm, but in reality, there isn't a single mining machine—it's all lobster robots running quantitative arbitrage.
Sharp-eyed people uncovered the Polymarket account lit up on the screen: gabagool22. Data shows that this account has a total profit of $868,000, with 28,620 trades, almost exclusively betting on BTC's 15-minute price fluctuations, earning a stable monthly income of $140,000.
This is the 'lobster farming' that OpenClaw has brought to the forefront: transforming complex automated arbitrage into a robotic business that ordinary people can also set up.
2026 AI 'Lobster Farming' Ultimate Guide: A Complete Strategy from Zero Deployment to Monthly Income of 140,000
Refuse to be Lao Deng, turning your computer into a 24-hour money printing machine
Recently, a tough guy in the crypto circle has become famous, with 40 servers lined up, looking like a mining farm, but in reality, there isn't a single mining machine—it's all lobster robots running quantitative arbitrage.
Sharp-eyed people uncovered the Polymarket account lit up on the screen: gabagool22. Data shows that this account has a total profit of $868,000, with 28,620 trades, almost exclusively betting on BTC's 15-minute price fluctuations, earning a stable monthly income of $140,000.
This is the 'lobster farming' that OpenClaw has brought to the forefront: transforming complex automated arbitrage into a robotic business that ordinary people can also set up.
Recently, a tough guy in the crypto circle has become famous, with 40 servers lined up, looking like a mining farm, but in reality, there isn't a single mining machine—it's all lobster robots running quantitative arbitrage.
Sharp-eyed people uncovered the Polymarket account lit up on the screen: gabagool22. Data shows that this account has a total profit of $868,000, with 28,620 trades, almost exclusively betting on BTC's 15-minute price fluctuations, earning a stable monthly income of $140,000.
This is the 'lobster farming' that OpenClaw has brought to the forefront: transforming complex automated arbitrage into a robotic business that ordinary people can also set up.
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Everyone is watching NFP, but you might be betting on the wrong directionAfter Warsh’s remarks, the odds of a rate hike in September jumped from 35% to 65%. Bitcoin plunged sharply from $81,000, at one point falling below $76,000. Everyone is waiting for Friday’s Non-Farm Payrolls (NFP). But maybe the real question isn’t “what will NFP come in at,” but rather—“how much has the market already priced in?”
I. A speech that changed the entire market’s game rules
At 10:00 p.m. Beijing time on August 28, Federal Reserve Chair Kevin Warsh delivered his keynote address titled (In Our Time) at the Jackson Hole Global Central Bank Annual Meeting. This was his first appearance at Jackson Hole since taking charge of the Fed this past May.
Everyone is watching NFP, but you might be betting on the wrong direction
After Warsh’s remarks, the odds of a rate hike in September jumped from 35% to 65%. Bitcoin plunged sharply from $81,000, at one point falling below $76,000. Everyone is waiting for Friday’s Non-Farm Payrolls (NFP). But maybe the real question isn’t “what will NFP come in at,” but rather—“how much has the market already priced in?”
I. A speech that changed the entire market’s game rules
At 10:00 p.m. Beijing time on August 28, Federal Reserve Chair Kevin Warsh delivered his keynote address titled (In Our Time) at the Jackson Hole Global Central Bank Annual Meeting. This was his first appearance at Jackson Hole since taking charge of the Fed this past May.
I. A speech that changed the entire market’s game rules
At 10:00 p.m. Beijing time on August 28, Federal Reserve Chair Kevin Warsh delivered his keynote address titled (In Our Time) at the Jackson Hole Global Central Bank Annual Meeting. This was his first appearance at Jackson Hole since taking charge of the Fed this past May.
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Position for the Korean Market: Unlock the Strategic Value of the NEXUS 2140 AI·WEB4·RWA Global Expo— September 22–23, 2026, Paradise City, Incheon: an industry connection event you can’t miss
If you are planning to enter the Korean or Northeast Asian market, make sure to set aside time on September 22–23, 2026. On these days, NEXUS 2140 AI·WEB4·RWA GLOBAL EXPO will be held grandly at Paradise City, Incheon, South Korea. This is not an ordinary industry trade show—it is an efficient platform tailored for cross-border industrial cooperation. It brings together global resources, the local ecosystem, and official endorsement, helping attendees break through both the awareness and relationship hurdles in the shortest possible time.
Position for the Korean Market: Unlock the Strategic Value of the NEXUS 2140 AI·WEB4·RWA Global Expo
— September 22–23, 2026, Paradise City, Incheon: an industry connection event you can’t miss
If you are planning to enter the Korean or Northeast Asian market, make sure to set aside time on September 22–23, 2026. On these days, NEXUS 2140 AI·WEB4·RWA GLOBAL EXPO will be held grandly at Paradise City, Incheon, South Korea. This is not an ordinary industry trade show—it is an efficient platform tailored for cross-border industrial cooperation. It brings together global resources, the local ecosystem, and official endorsement, helping attendees break through both the awareness and relationship hurdles in the shortest possible time.
If you are planning to enter the Korean or Northeast Asian market, make sure to set aside time on September 22–23, 2026. On these days, NEXUS 2140 AI·WEB4·RWA GLOBAL EXPO will be held grandly at Paradise City, Incheon, South Korea. This is not an ordinary industry trade show—it is an efficient platform tailored for cross-border industrial cooperation. It brings together global resources, the local ecosystem, and official endorsement, helping attendees break through both the awareness and relationship hurdles in the shortest possible time.
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Read a lot: when you read more books, you become better. Recommend a book you like more—(The Analects).Today is September 1st. I’d like to recommend (The Analects) to everyone.
If you ask me: there’s a book I buy and put by my bedside, then after a while I flip through a few pages—every time I read it, I gain something new—then I would recommend (The Analects) without hesitation.
To my embarrassment, my first real encounter with (The Analects) wasn’t something dignified.
When I was little, there was a rough decorative picture hanging on the wall in our home. It said, "Zengzi said: I examine myself three times a day..." At the time, I just glanced at it and walked on, thinking: doesn’t someone who reflects on themselves all day get tired of living?
In middle school textbooks, a few selections from (The Analects) are included. I also remember there are chapters that are hard to understand, like (Ji Shi Will Attack Zhu Yu). As a rebellious kid, all I thought was that Confucius really loved to scold people—"Rotting wood cannot be carved.""Loam walls cannot be plastered." I kept flipping back and forth among the same few lines. That’s how I passed through the initial education from (The Analects) with zero reverence, laughing and joking.
Read a lot: when you read more books, you become better. Recommend a book you like more—(The Analects).
Today is September 1st. I’d like to recommend (The Analects) to everyone.
If you ask me: there’s a book I buy and put by my bedside, then after a while I flip through a few pages—every time I read it, I gain something new—then I would recommend (The Analects) without hesitation.
To my embarrassment, my first real encounter with (The Analects) wasn’t something dignified.
When I was little, there was a rough decorative picture hanging on the wall in our home. It said, "Zengzi said: I examine myself three times a day..." At the time, I just glanced at it and walked on, thinking: doesn’t someone who reflects on themselves all day get tired of living?
In middle school textbooks, a few selections from (The Analects) are included. I also remember there are chapters that are hard to understand, like (Ji Shi Will Attack Zhu Yu). As a rebellious kid, all I thought was that Confucius really loved to scold people—"Rotting wood cannot be carved.""Loam walls cannot be plastered." I kept flipping back and forth among the same few lines. That’s how I passed through the initial education from (The Analects) with zero reverence, laughing and joking.
If you ask me: there’s a book I buy and put by my bedside, then after a while I flip through a few pages—every time I read it, I gain something new—then I would recommend (The Analects) without hesitation.
To my embarrassment, my first real encounter with (The Analects) wasn’t something dignified.
When I was little, there was a rough decorative picture hanging on the wall in our home. It said, "Zengzi said: I examine myself three times a day..." At the time, I just glanced at it and walked on, thinking: doesn’t someone who reflects on themselves all day get tired of living?
In middle school textbooks, a few selections from (The Analects) are included. I also remember there are chapters that are hard to understand, like (Ji Shi Will Attack Zhu Yu). As a rebellious kid, all I thought was that Confucius really loved to scold people—"Rotting wood cannot be carved.""Loam walls cannot be plastered." I kept flipping back and forth among the same few lines. That’s how I passed through the initial education from (The Analects) with zero reverence, laughing and joking.
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Read a lot: the more you read, the better you’ll become. I recommend a book you’ll probably like.Today is September 1st. I’d like to talk with everyone about a book that I keep reading—one that stays fresh the more you read it: the (Tao Te Ching).
To be honest, it was my first time opening the (Tao Te Ching) right after I graduated from college. I was young and headstrong then, thinking that five thousand words could somehow lay out big truths. I flipped through a few pages and was met with sentences like "The Tao that can be told is not the eternal Tao" and "In the nameless, begins heaven and earth." It was all so cloudy and foggy. I decided it wasn’t for me and closed the book.
What truly made me pick up this book again was years later, after I’d been through a particularly trying stretch of days. Work was going badly, relationships were failing me, and it felt like I was trapped inside a transparent dome—I couldn’t break free no matter what I tried. A friend came to see me. Just before leaving, he took a slim book out of his bag, set it on the table, and said, "When you’re bothered, flip through it—if only read a single sentence, that’s enough."
Read a lot: the more you read, the better you’ll become. I recommend a book you’ll probably like.
Today is September 1st. I’d like to talk with everyone about a book that I keep reading—one that stays fresh the more you read it: the (Tao Te Ching).
To be honest, it was my first time opening the (Tao Te Ching) right after I graduated from college. I was young and headstrong then, thinking that five thousand words could somehow lay out big truths. I flipped through a few pages and was met with sentences like "The Tao that can be told is not the eternal Tao" and "In the nameless, begins heaven and earth." It was all so cloudy and foggy. I decided it wasn’t for me and closed the book.
What truly made me pick up this book again was years later, after I’d been through a particularly trying stretch of days. Work was going badly, relationships were failing me, and it felt like I was trapped inside a transparent dome—I couldn’t break free no matter what I tried. A friend came to see me. Just before leaving, he took a slim book out of his bag, set it on the table, and said, "When you’re bothered, flip through it—if only read a single sentence, that’s enough."
To be honest, it was my first time opening the (Tao Te Ching) right after I graduated from college. I was young and headstrong then, thinking that five thousand words could somehow lay out big truths. I flipped through a few pages and was met with sentences like "The Tao that can be told is not the eternal Tao" and "In the nameless, begins heaven and earth." It was all so cloudy and foggy. I decided it wasn’t for me and closed the book.
What truly made me pick up this book again was years later, after I’d been through a particularly trying stretch of days. Work was going badly, relationships were failing me, and it felt like I was trapped inside a transparent dome—I couldn’t break free no matter what I tried. A friend came to see me. Just before leaving, he took a slim book out of his bag, set it on the table, and said, "When you’re bothered, flip through it—if only read a single sentence, that’s enough."
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GWDC 2026 Korea Welcomes Five More Official Media Partners as Global Hype for Web3×AI Continues to RiseBy / Techub News
August 28, 2026, Seoul—With just one month remaining until the opening of GWDC 2026 Korea, the organizers today officially announced the roster of the fifth cohort of official media partners. Five leading industry media outlets—CoinNess, Bitpush, Nexblock, DeFam, and Web3 Vision—have joined in full force, further strengthening the event’s global communication lineup.
After this expansion, GWDC’s media network has deeply penetrated mainstream Web3 communities in Korea, Japan, the Chinese-speaking region, and Europe/USA, forming a cross-regional, multi-language three-dimensional communication matrix. This not only brings the conference broader industry exposure, but also effectively connects developers, entrepreneurial projects, investment institutions, and the broader industry ecosystem—so that cutting-edge voices at the intersection of Web3 and AI can reach more key stakeholders.
GWDC 2026 Korea Welcomes Five More Official Media Partners as Global Hype for Web3×AI Continues to Rise
By / Techub News
August 28, 2026, Seoul—With just one month remaining until the opening of GWDC 2026 Korea, the organizers today officially announced the roster of the fifth cohort of official media partners. Five leading industry media outlets—CoinNess, Bitpush, Nexblock, DeFam, and Web3 Vision—have joined in full force, further strengthening the event’s global communication lineup.
After this expansion, GWDC’s media network has deeply penetrated mainstream Web3 communities in Korea, Japan, the Chinese-speaking region, and Europe/USA, forming a cross-regional, multi-language three-dimensional communication matrix. This not only brings the conference broader industry exposure, but also effectively connects developers, entrepreneurial projects, investment institutions, and the broader industry ecosystem—so that cutting-edge voices at the intersection of Web3 and AI can reach more key stakeholders.
August 28, 2026, Seoul—With just one month remaining until the opening of GWDC 2026 Korea, the organizers today officially announced the roster of the fifth cohort of official media partners. Five leading industry media outlets—CoinNess, Bitpush, Nexblock, DeFam, and Web3 Vision—have joined in full force, further strengthening the event’s global communication lineup.
After this expansion, GWDC’s media network has deeply penetrated mainstream Web3 communities in Korea, Japan, the Chinese-speaking region, and Europe/USA, forming a cross-regional, multi-language three-dimensional communication matrix. This not only brings the conference broader industry exposure, but also effectively connects developers, entrepreneurial projects, investment institutions, and the broader industry ecosystem—so that cutting-edge voices at the intersection of Web3 and AI can reach more key stakeholders.
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When the discussion about AI and Web4 takes place beneath Damien Hirst’s golden PegasusA trade show’s destination is never just a random point on the map; it’s a carefully chosen fit for the dialogue context.
From September 22 to 23, 2026, the NEXUS 2140 AI·WEB4·RWA GLOBAL EXPO will be held at Paradise City in Incheon, South Korea—this choice alone is worth discussing separately.
Northeast Asia’s first “arts and entertainment” integrated complex
The Paradise City, Korea’s first and also the earliest opened integrated resort in Northeast Asia, was developed by local tourism giant Paradise Group in partnership with Japan’s Sega Sammy Holdings. With an investment of 1.3 trillion won, the companies built a micro-city on 330,000 square meters of land. Since it opened in 2017, it has long ceased to be just a hotel or an amusement park—it has become an self-contained ecosystem space.
When the discussion about AI and Web4 takes place beneath Damien Hirst’s golden Pegasus
A trade show’s destination is never just a random point on the map; it’s a carefully chosen fit for the dialogue context.
From September 22 to 23, 2026, the NEXUS 2140 AI·WEB4·RWA GLOBAL EXPO will be held at Paradise City in Incheon, South Korea—this choice alone is worth discussing separately.
Northeast Asia’s first “arts and entertainment” integrated complex
The Paradise City, Korea’s first and also the earliest opened integrated resort in Northeast Asia, was developed by local tourism giant Paradise Group in partnership with Japan’s Sega Sammy Holdings. With an investment of 1.3 trillion won, the companies built a micro-city on 330,000 square meters of land. Since it opened in 2017, it has long ceased to be just a hotel or an amusement park—it has become an self-contained ecosystem space.
From September 22 to 23, 2026, the NEXUS 2140 AI·WEB4·RWA GLOBAL EXPO will be held at Paradise City in Incheon, South Korea—this choice alone is worth discussing separately.
Northeast Asia’s first “arts and entertainment” integrated complex
The Paradise City, Korea’s first and also the earliest opened integrated resort in Northeast Asia, was developed by local tourism giant Paradise Group in partnership with Japan’s Sega Sammy Holdings. With an investment of 1.3 trillion won, the companies built a micro-city on 330,000 square meters of land. Since it opened in 2017, it has long ceased to be just a hotel or an amusement park—it has become an self-contained ecosystem space.
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From KINTEX to 百乐达斯城: After a year, why did the NEXUS 2140 Korea event upgrade?Open the photo album of the KINTEX exhibition hall in June 2025, and several on-site photos to this day leave a lasting impression.
In front of the main stage, the crowd density far exceeded that of a typical industry expo—standing attendees, people sitting on the floor, and those on their tiptoes holding up their phones to record, filling the entire opening area so tightly it was like water couldn’t pass through. Sponsor hanging banners draped from the ceiling vault, stretching all the way into the depths of the exhibition hall, with no end in sight. In another group photo, thirteen guests stood side by side on the opening stage, including government representatives and industry leaders from multiple countries. Their presence was so commanding that it didn’t feel like an industry summit—it felt more like a cross-border technology summit.
From KINTEX to 百乐达斯城: After a year, why did the NEXUS 2140 Korea event upgrade?
Open the photo album of the KINTEX exhibition hall in June 2025, and several on-site photos to this day leave a lasting impression.
In front of the main stage, the crowd density far exceeded that of a typical industry expo—standing attendees, people sitting on the floor, and those on their tiptoes holding up their phones to record, filling the entire opening area so tightly it was like water couldn’t pass through. Sponsor hanging banners draped from the ceiling vault, stretching all the way into the depths of the exhibition hall, with no end in sight. In another group photo, thirteen guests stood side by side on the opening stage, including government representatives and industry leaders from multiple countries. Their presence was so commanding that it didn’t feel like an industry summit—it felt more like a cross-border technology summit.
In front of the main stage, the crowd density far exceeded that of a typical industry expo—standing attendees, people sitting on the floor, and those on their tiptoes holding up their phones to record, filling the entire opening area so tightly it was like water couldn’t pass through. Sponsor hanging banners draped from the ceiling vault, stretching all the way into the depths of the exhibition hall, with no end in sight. In another group photo, thirteen guests stood side by side on the opening stage, including government representatives and industry leaders from multiple countries. Their presence was so commanding that it didn’t feel like an industry summit—it felt more like a cross-border technology summit.
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DeepSeek Liang Wenfeng: We ordinary people want to achieve AGI with the greatest goodwillA financing round that reshaped the AI industry landscape
In May 2026, China’s AI industry saw a landmark event—DeepSeek completed its first round of external financing, raising a total of more than 50 billion yuan (about $7.4 billion), with a post-investment valuation exceeding $5 billion. This is the first time the leading model company, which had long stayed away from the capital markets, has opened the door to fundraising.
The lineup of investors is nothing short of impressive: founder Liang Wenfeng personally invested 20 billion yuan, Tencent contributed 10 billion yuan, CATL (Ningde Times) put in 5 billion yuan, and NetEase, JD.com, and IDG Capital each invested 3 billion yuan. Monolith RQ Capital, Zhenxingu Investment, and others were also among them.
DeepSeek Liang Wenfeng: We ordinary people want to achieve AGI with the greatest goodwill
A financing round that reshaped the AI industry landscape
In May 2026, China’s AI industry saw a landmark event—DeepSeek completed its first round of external financing, raising a total of more than 50 billion yuan (about $7.4 billion), with a post-investment valuation exceeding $5 billion. This is the first time the leading model company, which had long stayed away from the capital markets, has opened the door to fundraising.
The lineup of investors is nothing short of impressive: founder Liang Wenfeng personally invested 20 billion yuan, Tencent contributed 10 billion yuan, CATL (Ningde Times) put in 5 billion yuan, and NetEase, JD.com, and IDG Capital each invested 3 billion yuan. Monolith RQ Capital, Zhenxingu Investment, and others were also among them.
In May 2026, China’s AI industry saw a landmark event—DeepSeek completed its first round of external financing, raising a total of more than 50 billion yuan (about $7.4 billion), with a post-investment valuation exceeding $5 billion. This is the first time the leading model company, which had long stayed away from the capital markets, has opened the door to fundraising.
The lineup of investors is nothing short of impressive: founder Liang Wenfeng personally invested 20 billion yuan, Tencent contributed 10 billion yuan, CATL (Ningde Times) put in 5 billion yuan, and NetEase, JD.com, and IDG Capital each invested 3 billion yuan. Monolith RQ Capital, Zhenxingu Investment, and others were also among them.
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Observations on the 2026 World Artificial Intelligence Conference: AI is shifting from “able to chat” to “able to do”Seventy years ago, at the Dartmouth Conference, the concept of “artificial intelligence” was first proposed. Seventy years later, AI is no longer satisfied with just chatting—it has started truly “getting to work.”
From July 17 to 20, 2026, the World Artificial Intelligence Conference will be held in Shanghai. The theme of this year’s conference is “Intelligent Partners, Co-creating the Future.” It is distributed across four venues in three areas: the Expo area, Zhangjiang, and the West Bank.
The exhibition area first surpassed 100,000 square meters. Over 1,100 enterprises brought more than 3,000 exhibits, with more than 300 products unveiled in concentrated launches. This is the largest event in the history of WAIC by scale.
Two major tracks—intelligent computing and embodied intelligence—each bring together more than 200 enterprises.
Observations on the 2026 World Artificial Intelligence Conference: AI is shifting from “able to chat” to “able to do”
Seventy years ago, at the Dartmouth Conference, the concept of “artificial intelligence” was first proposed. Seventy years later, AI is no longer satisfied with just chatting—it has started truly “getting to work.”
From July 17 to 20, 2026, the World Artificial Intelligence Conference will be held in Shanghai. The theme of this year’s conference is “Intelligent Partners, Co-creating the Future.” It is distributed across four venues in three areas: the Expo area, Zhangjiang, and the West Bank.
The exhibition area first surpassed 100,000 square meters. Over 1,100 enterprises brought more than 3,000 exhibits, with more than 300 products unveiled in concentrated launches. This is the largest event in the history of WAIC by scale.
Two major tracks—intelligent computing and embodied intelligence—each bring together more than 200 enterprises.
From July 17 to 20, 2026, the World Artificial Intelligence Conference will be held in Shanghai. The theme of this year’s conference is “Intelligent Partners, Co-creating the Future.” It is distributed across four venues in three areas: the Expo area, Zhangjiang, and the West Bank.
The exhibition area first surpassed 100,000 square meters. Over 1,100 enterprises brought more than 3,000 exhibits, with more than 300 products unveiled in concentrated launches. This is the largest event in the history of WAIC by scale.
Two major tracks—intelligent computing and embodied intelligence—each bring together more than 200 enterprises.
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The “Drunkard’s Intent” behind the rate hike: South Korea’s first increase in three and a half years, aimed at stock market bubblesOn July 16, 2026, the Bank of Korea announced that it would raise the benchmark interest rate by 25 basis points to 2.75%. This is the first rate hike by the bank since January 2023—after roughly three and a half years—and it marks the official end of the previous easing cycle in South Korea’s monetary policy as it shifts to a tightening stance.
As soon as the news broke, South Korea’s capital markets were rocked. The KOSPI index plunged more than 7% intraday, triggering a circuit breaker, and the Korea Exchange launched the “Sidecar” mechanism to suspend program trading. Semiconductor stocks were among the hardest hit—SK Hynix fell by more than 11%, and Samsung Electronics dropped by over 8%. South Korea’s composite stock price index is now down 26% from its June peak, officially entering a technical bear market. This is the eighth circuit breaker event in South Korea’s stock market this year.
The “Drunkard’s Intent” behind the rate hike: South Korea’s first increase in three and a half years, aimed at stock market bubbles
On July 16, 2026, the Bank of Korea announced that it would raise the benchmark interest rate by 25 basis points to 2.75%. This is the first rate hike by the bank since January 2023—after roughly three and a half years—and it marks the official end of the previous easing cycle in South Korea’s monetary policy as it shifts to a tightening stance.
As soon as the news broke, South Korea’s capital markets were rocked. The KOSPI index plunged more than 7% intraday, triggering a circuit breaker, and the Korea Exchange launched the “Sidecar” mechanism to suspend program trading. Semiconductor stocks were among the hardest hit—SK Hynix fell by more than 11%, and Samsung Electronics dropped by over 8%. South Korea’s composite stock price index is now down 26% from its June peak, officially entering a technical bear market. This is the eighth circuit breaker event in South Korea’s stock market this year.
As soon as the news broke, South Korea’s capital markets were rocked. The KOSPI index plunged more than 7% intraday, triggering a circuit breaker, and the Korea Exchange launched the “Sidecar” mechanism to suspend program trading. Semiconductor stocks were among the hardest hit—SK Hynix fell by more than 11%, and Samsung Electronics dropped by over 8%. South Korea’s composite stock price index is now down 26% from its June peak, officially entering a technical bear market. This is the eighth circuit breaker event in South Korea’s stock market this year.
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“GWDC 2026 KOREA” A New Asian Paradigm for Web3 and AI—Landing in Seoul on September 29–30. Join us for a global developers’ summit
After the first Global Web3 Developers Conference (GWDC HK) was successfully held in Hong Kong in February this year, igniting the wave of technology across Asia-Pacific and bringing together more than 2,000 industry elites, today the event organizer, Web3Labs, officially announced a major upgrade: the second Global Web3 Developers Conference (GWDC 2026 Korea) will be held in Seoul at aT Center on September 29–30. Continuing the hard-core geek spirit of “For Builders, By Builders,” this conference will focus on Asia’s top technology hubs, aiming to create a new paradigm for the global Web3 developer ecosystem and the integration with next-generation industries.
After the first Global Web3 Developers Conference (GWDC HK) was successfully held in Hong Kong in February this year, igniting the wave of technology across Asia-Pacific and bringing together more than 2,000 industry elites, today the event organizer, Web3Labs, officially announced a major upgrade: the second Global Web3 Developers Conference (GWDC 2026 Korea) will be held in Seoul at aT Center on September 29–30. Continuing the hard-core geek spirit of “For Builders, By Builders,” this conference will focus on Asia’s top technology hubs, aiming to create a new paradigm for the global Web3 developer ecosystem and the integration with next-generation industries.
“GWDC 2026 KOREA” A New Asian Paradigm for Web3 and AI—Landing in Seoul on September 29–30. Join us for a global developers’ summit
After the first Global Web3 Developers Conference (GWDC HK) was successfully held in Hong Kong in February this year, igniting the wave of technology across Asia-Pacific and bringing together more than 2,000 industry elites, today the event organizer, Web3Labs, officially announced a major upgrade: the second Global Web3 Developers Conference (GWDC 2026 Korea) will be held in Seoul at aT Center on September 29–30. Continuing the hard-core geek spirit of “For Builders, By Builders,” this conference will focus on Asia’s top technology hubs, aiming to create a new paradigm for the global Web3 developer ecosystem and the integration with next-generation industries.
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Take the dividend with a 1 million-yuan holding value—Zhaoxin Technology opens subscriptions for new shares tomorrowAn important reminder for everyone: Zhaoxin Technology will officially open applications for this new stock tomorrow. If you have the relevant subscription eligibility, don’t forget to participate.
Zhaoxin Technology is highly likely to become this year’s STAR Market stock with the highest allotment success rate:
- I estimate the single-hand allotment success rate at around 0.5%. After a single lot is listed, the expected profit is approximately 20,000 yuan
- 0.5% is only the allotment probability for one account and one lot. The higher the market value of holdings on the Shanghai market, the more the maximum allotment potential will be significantly raised
- If your Shanghai holdings’ market value reaches more than 1 million yuan, the allotment probability is very high—basically you can achieve a “lock-in” single allotment
- Profit estimates: for each 1 million yuan of Shanghai market holdings, you can expect to earn about 20,000 yuan from the new share subscription
Take the dividend with a 1 million-yuan holding value—Zhaoxin Technology opens subscriptions for new shares tomorrow
An important reminder for everyone: Zhaoxin Technology will officially open applications for this new stock tomorrow. If you have the relevant subscription eligibility, don’t forget to participate.
Zhaoxin Technology is highly likely to become this year’s STAR Market stock with the highest allotment success rate:
- I estimate the single-hand allotment success rate at around 0.5%. After a single lot is listed, the expected profit is approximately 20,000 yuan
- 0.5% is only the allotment probability for one account and one lot. The higher the market value of holdings on the Shanghai market, the more the maximum allotment potential will be significantly raised
- If your Shanghai holdings’ market value reaches more than 1 million yuan, the allotment probability is very high—basically you can achieve a “lock-in” single allotment
- Profit estimates: for each 1 million yuan of Shanghai market holdings, you can expect to earn about 20,000 yuan from the new share subscription
Zhaoxin Technology is highly likely to become this year’s STAR Market stock with the highest allotment success rate:
- I estimate the single-hand allotment success rate at around 0.5%. After a single lot is listed, the expected profit is approximately 20,000 yuan
- 0.5% is only the allotment probability for one account and one lot. The higher the market value of holdings on the Shanghai market, the more the maximum allotment potential will be significantly raised
- If your Shanghai holdings’ market value reaches more than 1 million yuan, the allotment probability is very high—basically you can achieve a “lock-in” single allotment
- Profit estimates: for each 1 million yuan of Shanghai market holdings, you can expect to earn about 20,000 yuan from the new share subscription
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Two negative shocks crush South Korean stocks—Why did Trump keep taking military action against Iran? Five other major events this week you can’t afford to miss1. The Strait of Hormuz is shut down; oil prices soar, and South Korean stocks are “caught in the crossfire”
This morning early, the U.S. military launched a new round of strikes against Iran, targeting missile and drone launch sites, ammunition storage facilities, communications networks, and coastal monitoring stations. The U.S. cited as its reason that Iran’s Revolutionary Guard had again attacked merchant vessels. Iran, however, firmly denied it, announced the closure of the Strait of Hormuz until further notice, and demanded that the United States stop interfering in the region.
The moment the news broke, international oil prices surged—Brent crude jumped 4.22%, nearing $79.3 per barrel. This directly hit South Korea’s stock market, because South Korea’s reliance on oil from the Persian Gulf is among the highest worldwide. In addition, South Korean stocks had led global gains at one point this year, and the market itself was already facing de-leveraging pressure. The sudden, spike-like rally in oil prices instantly shattered investor confidence.
Two negative shocks crush South Korean stocks—Why did Trump keep taking military action against Iran? Five other major events this week you can’t afford to miss
1. The Strait of Hormuz is shut down; oil prices soar, and South Korean stocks are “caught in the crossfire”
This morning early, the U.S. military launched a new round of strikes against Iran, targeting missile and drone launch sites, ammunition storage facilities, communications networks, and coastal monitoring stations. The U.S. cited as its reason that Iran’s Revolutionary Guard had again attacked merchant vessels. Iran, however, firmly denied it, announced the closure of the Strait of Hormuz until further notice, and demanded that the United States stop interfering in the region.
The moment the news broke, international oil prices surged—Brent crude jumped 4.22%, nearing $79.3 per barrel. This directly hit South Korea’s stock market, because South Korea’s reliance on oil from the Persian Gulf is among the highest worldwide. In addition, South Korean stocks had led global gains at one point this year, and the market itself was already facing de-leveraging pressure. The sudden, spike-like rally in oil prices instantly shattered investor confidence.
This morning early, the U.S. military launched a new round of strikes against Iran, targeting missile and drone launch sites, ammunition storage facilities, communications networks, and coastal monitoring stations. The U.S. cited as its reason that Iran’s Revolutionary Guard had again attacked merchant vessels. Iran, however, firmly denied it, announced the closure of the Strait of Hormuz until further notice, and demanded that the United States stop interfering in the region.
The moment the news broke, international oil prices surged—Brent crude jumped 4.22%, nearing $79.3 per barrel. This directly hit South Korea’s stock market, because South Korea’s reliance on oil from the Persian Gulf is among the highest worldwide. In addition, South Korean stocks had led global gains at one point this year, and the market itself was already facing de-leveraging pressure. The sudden, spike-like rally in oil prices instantly shattered investor confidence.
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The Federal Reserve has tough talk to rein in inflation, but I only believe the first halfWhen everyone is fully loaded on leverage, who will catch the final baton?
On July 10 in U.S. Eastern Time, the Federal Reserve released its first semiannual (monetary policy report) since the new Chair Kevin Warsh took office. Two days earlier, the minutes from the June FOMC meeting had also been released.
The two documents convey the same message: inflation is stubborn, and the Federal Reserve is hawkish.
I. The “new three mountains” of inflation
The report shows that inflation in the United States has warmed significantly. The PCE price index that the Federal Reserve focuses on most jumped from 2.5% a year ago to 4.1%, while core PCE rose from 2.8% to 3.4%.
Who should be held responsible for this round of inflation? The Federal Reserve has pointed to three items:
The Federal Reserve has tough talk to rein in inflation, but I only believe the first half
When everyone is fully loaded on leverage, who will catch the final baton?
On July 10 in U.S. Eastern Time, the Federal Reserve released its first semiannual (monetary policy report) since the new Chair Kevin Warsh took office. Two days earlier, the minutes from the June FOMC meeting had also been released.
The two documents convey the same message: inflation is stubborn, and the Federal Reserve is hawkish.
I. The “new three mountains” of inflation
The report shows that inflation in the United States has warmed significantly. The PCE price index that the Federal Reserve focuses on most jumped from 2.5% a year ago to 4.1%, while core PCE rose from 2.8% to 3.4%.
Who should be held responsible for this round of inflation? The Federal Reserve has pointed to three items:
On July 10 in U.S. Eastern Time, the Federal Reserve released its first semiannual (monetary policy report) since the new Chair Kevin Warsh took office. Two days earlier, the minutes from the June FOMC meeting had also been released.
The two documents convey the same message: inflation is stubborn, and the Federal Reserve is hawkish.
I. The “new three mountains” of inflation
The report shows that inflation in the United States has warmed significantly. The PCE price index that the Federal Reserve focuses on most jumped from 2.5% a year ago to 4.1%, while core PCE rose from 2.8% to 3.4%.
Who should be held responsible for this round of inflation? The Federal Reserve has pointed to three items:
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Article
In these Fed minutes, what truly matters isn’t that the “interest rate hasn’t changed”When the June FOMC minutes were released, the interest-rate range was kept at 3.50%-3.75%. The market had already expected it, so asset prices barely reacted.
But if you just look at this part, it’s like you haven’t looked at anything.
What’s really worth关注 is what’s happening inside the Fed: its judgment on inflation, its redefinition of AI, and its adjustment to how it communicates policy. Taken together, these three things point to a clear conclusion:
Rate cuts aren’t the main story—inflation is.
1. Inflation worries are back on the rise, and AI has been added to the “suspects list”
The biggest change in this set of minutes is that inflation concerns have clearly heated up.
The Fed’s core PCE inflation forecast for 2026 has been raised to 3.3%. This isn’t a minor tweak—it’s a signal: the Fed doesn’t believe inflation will naturally return to 2%.
In these Fed minutes, what truly matters isn’t that the “interest rate hasn’t changed”
When the June FOMC minutes were released, the interest-rate range was kept at 3.50%-3.75%. The market had already expected it, so asset prices barely reacted.
But if you just look at this part, it’s like you haven’t looked at anything.
What’s really worth关注 is what’s happening inside the Fed: its judgment on inflation, its redefinition of AI, and its adjustment to how it communicates policy. Taken together, these three things point to a clear conclusion:
Rate cuts aren’t the main story—inflation is.
1. Inflation worries are back on the rise, and AI has been added to the “suspects list”
The biggest change in this set of minutes is that inflation concerns have clearly heated up.
The Fed’s core PCE inflation forecast for 2026 has been raised to 3.3%. This isn’t a minor tweak—it’s a signal: the Fed doesn’t believe inflation will naturally return to 2%.
But if you just look at this part, it’s like you haven’t looked at anything.
What’s really worth关注 is what’s happening inside the Fed: its judgment on inflation, its redefinition of AI, and its adjustment to how it communicates policy. Taken together, these three things point to a clear conclusion:
Rate cuts aren’t the main story—inflation is.
1. Inflation worries are back on the rise, and AI has been added to the “suspects list”
The biggest change in this set of minutes is that inflation concerns have clearly heated up.
The Fed’s core PCE inflation forecast for 2026 has been raised to 3.3%. This isn’t a minor tweak—it’s a signal: the Fed doesn’t believe inflation will naturally return to 2%.
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Article
With one sentence from Meta, the US hardware industry chain collapsedSome see excess computing power, while others see a positive feedback loop
The scariest news tonight is none other than this—
Meta is building its own cloud business, planning to rent out its excess AI computing power to the outside.
The moment the news came out, US stocks split straight in two. Meta itself surged more than 8% to $610.45; but on the hardware industry chain side, it was a bloodbath—Micron fell more than 6%, SanDisk plunged 8%, and Corning dropped 11%.
With one move, Meta brought down the entire hardware industry chain—how exactly is the market interpreting this play?
01 Old-timers: There’s excess computing capacity, so the high-optimism hardware story needs a discount
The “old-timers’” logic is pretty straightforward—if Meta does this, it means it has more computing power than it can use.
With one sentence from Meta, the US hardware industry chain collapsed
Some see excess computing power, while others see a positive feedback loop
The scariest news tonight is none other than this—
Meta is building its own cloud business, planning to rent out its excess AI computing power to the outside.
The moment the news came out, US stocks split straight in two. Meta itself surged more than 8% to $610.45; but on the hardware industry chain side, it was a bloodbath—Micron fell more than 6%, SanDisk plunged 8%, and Corning dropped 11%.
With one move, Meta brought down the entire hardware industry chain—how exactly is the market interpreting this play?
01 Old-timers: There’s excess computing capacity, so the high-optimism hardware story needs a discount
The “old-timers’” logic is pretty straightforward—if Meta does this, it means it has more computing power than it can use.
The scariest news tonight is none other than this—
Meta is building its own cloud business, planning to rent out its excess AI computing power to the outside.
The moment the news came out, US stocks split straight in two. Meta itself surged more than 8% to $610.45; but on the hardware industry chain side, it was a bloodbath—Micron fell more than 6%, SanDisk plunged 8%, and Corning dropped 11%.
With one move, Meta brought down the entire hardware industry chain—how exactly is the market interpreting this play?
01 Old-timers: There’s excess computing capacity, so the high-optimism hardware story needs a discount
The “old-timers’” logic is pretty straightforward—if Meta does this, it means it has more computing power than it can use.
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Article
A Half-Year Review of A-Shares: Under an Extreme Structural Market, See the Truth and Avoid Cognitive TrapsIn the blink of an eye, June 30 has arrived, marking the official close of the first half of 2026. Looking back at the A-share market over these six months, the most striking features have been extreme segmentation and violent rotation—so extreme that the movements have far exceeded most people’s expectations.
If you only look at the official gains of major broad-based indices, this year’s A-shares clearly look like a bull market, with standout data performance:
- CSI 300: up 7.55%
- CSI 500: up 20.97%
- CSI 1000: up 15.99%
- ChiNext Index: up 35.58%
- STAR 50 Index: surged 53.99%
But the real market experience is completely different from index gains—most investors are trapped in the dilemma of “making money on the index but not on their own trades.”
A Half-Year Review of A-Shares: Under an Extreme Structural Market, See the Truth and Avoid Cognitive Traps
In the blink of an eye, June 30 has arrived, marking the official close of the first half of 2026. Looking back at the A-share market over these six months, the most striking features have been extreme segmentation and violent rotation—so extreme that the movements have far exceeded most people’s expectations.
If you only look at the official gains of major broad-based indices, this year’s A-shares clearly look like a bull market, with standout data performance:
- CSI 300: up 7.55%
- CSI 500: up 20.97%
- CSI 1000: up 15.99%
- ChiNext Index: up 35.58%
- STAR 50 Index: surged 53.99%
But the real market experience is completely different from index gains—most investors are trapped in the dilemma of “making money on the index but not on their own trades.”
If you only look at the official gains of major broad-based indices, this year’s A-shares clearly look like a bull market, with standout data performance:
- CSI 300: up 7.55%
- CSI 500: up 20.97%
- CSI 1000: up 15.99%
- ChiNext Index: up 35.58%
- STAR 50 Index: surged 53.99%
But the real market experience is completely different from index gains—most investors are trapped in the dilemma of “making money on the index but not on their own trades.”
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Partly True
Article
Why is gold still falling again and again?The safe-haven asset you thought would hold up is now being ruthlessly repriced by the market.
So who is really swapping the logic behind this? After reading this piece, you’ll understand exactly who holds the power to set the price of gold.
01 The “safe-haven myth” of gold is now collapsing
June 30: Spot gold once again fell below the $4,000 per ounce integer mark. As of the time of writing, it was at $3,965.66 per ounce, down 1.82% for the day. From the historical peak of $5,598 since the beginning of the year to now breaking below the $4,000 level, in half a year the gold price has retreated by more than $1,600, with the decline approaching 30%.
What is even more jaw-dropping is that this scene is unfolding amid sharply escalating tensions in the Middle East—an accidental clash between the U.S. and Iran in the Strait of Hormuz, attacks on oil tankers, a sudden drop in traffic through the strait, and it seems as though fighting could erupt at any moment.
Why is gold still falling again and again?
The safe-haven asset you thought would hold up is now being ruthlessly repriced by the market.
So who is really swapping the logic behind this? After reading this piece, you’ll understand exactly who holds the power to set the price of gold.
01 The “safe-haven myth” of gold is now collapsing
June 30: Spot gold once again fell below the $4,000 per ounce integer mark. As of the time of writing, it was at $3,965.66 per ounce, down 1.82% for the day. From the historical peak of $5,598 since the beginning of the year to now breaking below the $4,000 level, in half a year the gold price has retreated by more than $1,600, with the decline approaching 30%.
What is even more jaw-dropping is that this scene is unfolding amid sharply escalating tensions in the Middle East—an accidental clash between the U.S. and Iran in the Strait of Hormuz, attacks on oil tankers, a sudden drop in traffic through the strait, and it seems as though fighting could erupt at any moment.
So who is really swapping the logic behind this? After reading this piece, you’ll understand exactly who holds the power to set the price of gold.
01 The “safe-haven myth” of gold is now collapsing
June 30: Spot gold once again fell below the $4,000 per ounce integer mark. As of the time of writing, it was at $3,965.66 per ounce, down 1.82% for the day. From the historical peak of $5,598 since the beginning of the year to now breaking below the $4,000 level, in half a year the gold price has retreated by more than $1,600, with the decline approaching 30%.
What is even more jaw-dropping is that this scene is unfolding amid sharply escalating tensions in the Middle East—an accidental clash between the U.S. and Iran in the Strait of Hormuz, attacks on oil tankers, a sudden drop in traffic through the strait, and it seems as though fighting could erupt at any moment.
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Article
Wall Street Is Singing Bearish on Gold! With Everyone Aligned in Pessimism, the Major Bottom May Already Be HereThis week, global equity markets are facing multiple variables: South Korea’s two major conglomerates have unveiled a trillion-level industrial investment blueprint, injecting long-term incremental growth into the semiconductor industry; U.S. stocks have officially kicked off the Q2 earnings season, with high concentration of profitability along the AI industry chain becoming the key determinant of market performance; meanwhile, the equity markets of Japan and South Korea have diverged sharply in their capital flows—Korean stocks are caught in a structural rift described as “retail investors taking the baton while foreign capital withdraws.” At the same time, gold has closed lower for four consecutive weeks, and under a backdrop of broad bearish sentiment from both institutions and retail investors, the battle between bulls and bears has entered a highly heated phase. Combining the latest data from multiple investment banks, we break down the main themes of this market cycle and the potential risks.
Wall Street Is Singing Bearish on Gold! With Everyone Aligned in Pessimism, the Major Bottom May Already Be Here
This week, global equity markets are facing multiple variables: South Korea’s two major conglomerates have unveiled a trillion-level industrial investment blueprint, injecting long-term incremental growth into the semiconductor industry; U.S. stocks have officially kicked off the Q2 earnings season, with high concentration of profitability along the AI industry chain becoming the key determinant of market performance; meanwhile, the equity markets of Japan and South Korea have diverged sharply in their capital flows—Korean stocks are caught in a structural rift described as “retail investors taking the baton while foreign capital withdraws.” At the same time, gold has closed lower for four consecutive weeks, and under a backdrop of broad bearish sentiment from both institutions and retail investors, the battle between bulls and bears has entered a highly heated phase. Combining the latest data from multiple investment banks, we break down the main themes of this market cycle and the potential risks.
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#us10yeartreasuryyieldhitshighestsincenov2023 BREAKING: US 10-Year Treasury Yield Surges to 4.768% (Highest Since
Jan 2025). 🚨
The benchmark
US 10-Year yield just printed 4.768%-up a massive +87 basis points since
the onset of the US-Iran geopolitical escalation, when yields bottomed near 3.9%.
Here is the exact macro transmission mechanism driving this move:
1. The Energy-Inflation Spiral:
Rising oil prices driven by Middle Eastern conflict and the Hormuz transit blockade have re-ignited sticky inflation fears, effectively killing the "rate-cut" consensus.
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The bond market is actively pricing in higher Fed rate-hike odds. Yields are surging before any official rate decision, forcing financial conditions to tighten mechanically.
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Housing Freeze: Mortgage rates track the 10-Year yield closely. This spike pushes home borrowing costs back into restrictive territory, freezing housing mobility.
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