黑色马里奥

姆巴佩这个人，情商和眼界似乎都不太高，不仅小心眼，有时候还蠢得令人匪夷所思。

他可能还没意识到，在全球最大的消费市场之一，把自己从品牌争抢的代言人，变成了品牌需要主动规避的风险。

从香饽饽变成人人避之的臭狗屎。

人真的要多读历史，读史可以明智。

就像古登堡老师说的，毛主席被第三世界人民拥戴的时候，你老家还是法国殖民地呢。

如今他在屁颠屁颠地给自己的法国爹摇旗呐喊。

🤔

I got Binance Agent Wallet connected and working in Muse. Using it feels just like using Grokbot.

After successfully connecting it, I asked it to convert USDT to BNB, and the transaction went through.

If you can’t use Grokbot, give Muse a try—the cost is considerably lower.

If you know how, sign up yourself. Otherwise, you can buy a ready-made account on Xianyu. It works pretty well.

Anthropic is truly despicable—they have a portion of their revenue that’s ill-gotten!!!

In its latest IPO filing with the SEC, it disclosed that about 5%–7% of its revenue in the first nine months of 2026 came from customers who were later found to have violated its platform usage policies or commercial terms.

Although these customers contributed revenue, Anthropic restricts or bans their accounts after discovering the violations.

In other words, a substantial portion of Anthropic’s revenue comes from paying users it ultimately has to ban.

Based on its first-half revenue of $16.2 billion, 5%–7% would be about $810 million–$1.134 billion.

For such an expensive phone, the iPhone DUO has been thrust into the spotlight over quality-control and build-quality issues.

It’s said that quality-control standards were lowered to meet production targets.

Although they say a batch of components has since been replaced, a considerable number of phones already sold seem to have problems.

So whether you’re buying a car or a phone, don’t be among the first to try it out.

A lot of people ask me why they can’t find ready-made Muse accounts on Xianyu.

There are plenty for sale on Xianyu—you just need to get those nimble fingers moving
and put that clever little brain to work.

Mbappé is talking some nonsense here—he’s starting to cross the line.

He’s a top-tier superstar, after all. Why doesn’t he think before he speaks?

In fact, from the moment StandX decided not to issue a token, users farming trading volume were bound to end up losing money.

We can do the math, and you’ll see why.

At its core, StandX is a Perp DEX, and one of the platform’s main sources of revenue is trading fees.

A large amount of trading activity is actually driven by points incentives, and most of the fees are paid by users farming volume.

But the fees these users pay get spent in several ways:

1/ As a Perp DEX, StandX has to cover all kinds of costs to keep operating normally, including team salaries, technical development, servers, and system maintenance.

2/ StandX also has a comprehensive fee revenue distribution mechanism of its own:

SIP-2 and SIP-3 allocate some of the fees to holders of assets such as DUSD. SIP-5A allocates some of the fees to LPs.

3/ There are also expenses such as referral commissions and fee rebates.

All of this steadily eats into the fee revenue generated by the platform.

So without enough additional funds coming in, even if StandX handed out all of its remaining revenue, it still wouldn’t be enough to cover the costs users had already incurred farming volume.

The reason people were willing to bear those costs in the first place was that they expected a future TGE, hoping an airdrop of tokens would cover their losses from farming volume and perhaps even generate a profit.

Now StandX has decided not to issue a token.

The expected returns tied to the future value of a token have effectively dropped to zero. In the end, all that can be distributed is the project’s remaining revenue, plus any additional funds contributed by the founder.

In other words, you paid real money in trading costs, but in the end, you can only split what’s left in the pool after the project has been running for a long time and has incurred all kinds of costs and revenue distributions.

From this perspective, once StandX decided not to issue a token, widespread losses for users farming volume were almost inevitable.

In the Muse post I shared yesterday, a few folks left invitation codes in the comments.

So I’ll go with the flow—feel free to grab one if you need it.

At the GEEKCON cybersecurity competition on October 24, several white-hat hackers and judges were taken away by police for questioning. The incident was reportedly triggered by a complaint from a well-known drone company.

In keeping with common practice in the cybersecurity industry, when white-hat hackers discover vulnerabilities in a product, companies generally get in touch, work to fix them, and then reward the people who found them.

Tech giants including Apple and Tesla have similar bug bounty programs, making it a win-win for both sides.

The drone company involved this time, which reportedly played very dirty, is DJI.

Today, seeing BNC, $BNB 's treasury company, ring the bell at Nasdaq can be seen as the next step following YZi Labs' push to reshape BNC's leadership.

When you connect the earlier developments, the capital strategy behind them becomes quite clear.

In June this year, YZi Labs and BNC's former management team clashed over corporate governance. The outcome was a board reorganization that reestablished the company's management authority and strategic direction.

In September, CEA Industries officially changed its name to BNB Standard, further clarifying its digital-asset treasury strategy centered on BNB.

In October, former YZi Labs investment partner Alex Odagiu officially took over as CEO, and the company also brought in professionals with expertise in securities law and regulation.

Now, the new management team has taken the BNB Standard brand to the Nasdaq bell-ringing podium. In other words, the series of management and strategic changes has finally been presented to the public all at once!!!!

At its core, this is an effort to gradually build deeper ties between BNB and traditional capital markets.

BNC was already a Nasdaq-listed company, so this bell-ringing ceremony was not an IPO.

Rather, it is trying to use its status as a publicly listed company to develop its BNB treasury into a capital-markets business that Wall Street investors can understand and participate in.

For example, it could offer indirect exposure to BNB through U.S. stocks, use the company's financing channels to expand its BNB treasury, and operate BNB Chain validator nodes so that its BNB holdings can participate in network operations and generate on-chain yield.

This aligns with the new BNC CEO's earlier stated goal of increasing the amount of BNB represented by each share.

In other words, BNC could eventually establish a capital strategy centered on BNB.

So what signal does this send?

The value proposition and narrative around BNB have changed!!!!!!

In its early days, the story was mainly about the Binance exchange and the BNB CHAIN ecosystem.

By ringing the bell, BNC is trying to extend the value of this ecosystem into traditional securities markets, giving BNB the opportunity to enter the asset-allocation portfolios of more institutional investors.

BNC's strategic reorganization is a highly significant attempt to expand the BNB ecosystem into Wall Street.

#BNC

The first victims of the iPhone DUO have appeared

It is said that the quality control of the iPhone DUO has fallen apart. Some people only folded it open and closed it a few times, and then the inner screen broke.

And the repair cost for an inner screen is about 8,000 yuan or more; for a little extra money, you could buy an iPhone 17.

Oh, I get it now. How did Muse give out 300 million tokens? And what should you pay attention to when registering?

1/ One Muse account invite code can invite only 30 people. Each time you invite someone, both people get 1 billion tokens, so inviting 30 people gives you exactly 30 billion tokens.

But that also means you can no longer invite anyone else.

2/ The account I bought this time had already been maxed out by the seller using some clever trick, which basically means spending 50 yuan to use it for half a year is a pretty good deal.

3/ To register for Muse, you need to switch your VPN to a U.S. node; other locations apparently do not work. After registration, there are no restrictions on usage.

But I mainly bought a ready-made account just because I wanted those 30 billion tokens. As for how everyone else handles this, it depends on the person and their preferences.

🔥I think a lot of people are overcomplicating connecting Grokbot to Binance Agentic Wallet. In reality, the whole process is very straightforward.

Creating a Binance Agentic Wallet itself is very simple. Just do it directly in the Binance Wallet.

Then open Grokbot and simply tell it: “Help me connect to Binance Agentic Wallet.”

It will automatically install the Skills it needs, run the relevant commands, and generate a connection link for you.

All you need to do is open the link, follow the prompts to jump to the Binance App to complete wallet authorization, confirm the pairing information, and that’s basically it. (As you can see, the conversation between me and it was very simple.)

Of course, the difficult part here may be that many people simply don’t have Grokbot. 😂

But Muse actually has similar capabilities too, and the token allowance given to new sign-ups recently has been quite generous.

I’m planning to use Muse to test this for everyone later and see whether the same method can be used to connect to Binance Agentic Wallet.

If that works too, then everyone will actually have one more option.

Hahaha, is it true that coffee was originally used as veterinary medicine for livestock?

I've been using Grokbot for the past couple of days, and I’m slowly starting to get the hang of it.

Then I got recommended Muse, which is something similar to Grokbot from Meta. A lot of people have already managed to get 300 million tokens, enough to use for half a year, so I hurried to get in on it.

But I think the registration is a bit troublesome. I couldn’t be bothered to mess around with it, so I just went to Xianyu and spent 50 yuan to buy a ready-made account. It came with 300 million tokens, and then I had Grokbot help me change the original email and password to my own.

I think for similar resources, if you find it too troublesome, just use Xianyu—you can take a big shortcut.

Binance’s own AI Pro model should be better suited to Binance Agent accounts.

If they scale things up and offer more fine-tuned, battle-tested strategies, Skills, and so on, that would probably make it even better.

🤣 I have to admit, Binance’s strategy is pretty good. It single-handedly popularized this whole Agent account concept, ushering in an era of farming airdrops just by talking.

Here’s another fun fact: OKX actually launched this kind of Agent account on okx.ai several months ago, but it still doesn’t have many users.

What does that tell us? Hahaha.

At the end of the day, it’s still the difference between BNB Chain and X Layer.

😂 Everyone says Wise takes 30 days to review applications for a Hong Kong account. I submitted my application just last night, and it was approved within a few hours. I’ve already got my Hong Kong account details.

Here’s how opening my account went, plus a little tip.

1/ Applying for a Hong Kong account with Wise seems to be different now than it used to be.

Last night, since my X metrics were about to qualify, I specifically asked Nika what I should do about Wise. He said to just apply and fill in the application honestly. So I found the Hong Kong account application page, submitted my KYC documents, and waited for the review.

They said it would take about 15–30 days.

But after I finished KYC and submitted my Hong Kong account application, Wise kept telling me I had to add money first to activate the account.

Either $20 or HK$200.

From what I could tell, lots of people said that with the current account-opening process, you have to add some money to your Wise account after completing KYC before you can activate it.

But to add money, Wise requires a transfer from an overseas bank card in your own name. But damn, I’m applying for a Wise Hong Kong account precisely because I don’t have a Hong Kong bank card. 😂

That basically leaves you stuck in a vicious cycle.

Another option is to have another Wise user transfer $20 directly into your account, which can also activate it.

━━━━━━━━━━━━

2/ Then this morning, I suddenly thought of our all-purpose Xianyu.

I searched there and found tons of people offering Wise top-up services.

I picked one at random and gave them my Wise user number. After I paid, they transferred the money to my Wise account within seconds.

As soon as the money arrived, my Wise Hong Kong account was activated, and I could see my account details. 😂

I’d actually prepared myself to wait a whole month, so I didn’t expect it to be sorted out so quickly.

━━━━━━━━━━━━

So if you’re also planning to apply for a Wise Hong Kong account soon and happen to get stuck at the initial deposit step, you can use my experience as a reference.

Of course, I’d also recommend applying early. This whole process seems to change every day.

About ten-odd years ago, whenever I disagreed with someone, I liked to argue with them. I had to make them agree with my ideas and opinions.

But you’ll find that, in the end, everyone gets red in the face from arguing, yet no one actually comes to agree with the other person’s point of view. Nothing comes of it.

Later, I realized that the reason nothing came of it was that we all saw things from different perspectives and had no experience of what the other person was going through.

For example, if I can get hard, I’ll have a great time at night. But if you’re impotent, you’ll find it agonizing.

So when people look at the same thing from different perspectives, they’re bound to feel differently and have different opinions. Do you think people can battle it out and reach a conclusion?

The need to make others agree with your point of view when you argue actually comes from a desire to control them.

But now, as I’ve gotten older, I hardly ever do that anymore. When our opinions differ, I’d rather laugh and say, “You’re absolutely right. You’re right.”

Still, I continue to look at things from my own perspective, not yours.

Although I like to swear at people, I’m just expressing my opinion, not arguing with you. Hahaha.

So I don’t think there’s any need to argue over every little thing you disagree with or try to prove who’s right. It’s not worth the effort. Hahaha. There are so many things in this world worth appreciating and exploring.

Today I came across an American nuclear fusion startup called Marathon Fusion. It recently claimed to have mastered a technology for turning mercury into stable gold, with a gold production rate 10 times higher than the previous record set by CERN.

It sounds pretty unbelievable, but there seems to be some scientific basis for it.

But I have a rather bold theory.

Even if we’re able to produce gold on a massive scale at extremely low cost in the future, I think some invisible force will keep it from being easily commercialized.

Much of gold’s value comes from its scarcity.

Central banks around the world currently hold a combined reserve of nearly 39,000 tonnes of gold. This gold is an important part of national foreign exchange reserves and the global financial system.

If one day gold really could be manufactured on a large scale like an ordinary industrial product, with production costs falling ever lower, then all the gold piled up in central bank vaults would become scrap metal.

Hahaha, the interests at stake here are probably far beyond what any tech company could imagine.

Of course, this is all just my personal speculation. 🤣