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饭哥
85 Posts

饭哥

Open Trade
Occasional Trader
5.7 Years
26 Following
53 Followers
33 Liked
Posts
Portfolio
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Analysis of a legendary Tianya post - The most worthwhile investments for the next few years: The second letter of “orange”: Bitcoin The small yellow metal: Gold The green superfluid: New energy The big blue whale: DeepSeek (blue whale logo) The Claude coming this year: Claude by Anthropic The Altman coming next year: OpenAI (Sam Altman) The space “X” heading to Mars: SpaceX The 500-stock index with a century-long legacy: the S&P 500
Analysis of a legendary Tianya post
- The most worthwhile investments for the next few years:

The second letter of “orange”: Bitcoin
The small yellow metal: Gold
The green superfluid: New energy
The big blue whale: DeepSeek (blue whale logo)
The Claude coming this year: Claude by Anthropic
The Altman coming next year: OpenAI (Sam Altman)
The space “X” heading to Mars: SpaceX
The 500-stock index with a century-long legacy: the S&P 500
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Grok4.7 More content, no extra charge. Old Ma is being generous!
Grok4.7 More content, no extra charge. Old Ma is being generous!
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Hot typesafe— I just got into the whitelist last night, and as it turns out they opened it to everyone today 🥲. All users start with a $5 credit limit (about 120 million tokens). I installed and set everything up last night, and today I’m going to test it out together with Codex.
Hot typesafe— I just got into the whitelist last night, and as it turns out they opened it to everyone today 🥲.

All users start with a $5 credit limit (about 120 million tokens).

I installed and set everything up last night, and today I’m going to test it out together with Codex.
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Another Exchange Shuts Down: CoinEx Bit. com → Knaken → AscendEX → BitMEX → BitMart → Now CoinEx • September 22: End of non-spot services; deposits suspended • September 29 (UTC 02:00): End of spot trading • December 22, 2026: Platform permanently shuts down
Another Exchange Shuts Down: CoinEx

Bit. com → Knaken → AscendEX → BitMEX → BitMart → Now CoinEx

• September 22: End of non-spot services; deposits suspended
• September 29 (UTC 02:00): End of spot trading
• December 22, 2026: Platform permanently shuts down
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The Federal Reserve hiked rates by 25 basis points, and Bitcoin didn’t see a major drop because the September hike was no longer a secret. Next, watch three confirmation signals: 1. Whether Bitcoin ETFs have resumed net inflows? 2. Whether 10-year Treasury yields can fall? 3. Whether the total supply of stablecoins is expanding again? If ETF buying remains steady, long-term bond yields top out, and on-chain dollars increase, then expectations for a December hike may not necessarily crush the market; If all three deteriorate at the same time, a seemingly calm decision could just mean that the pressure hasn’t been fully transmitted yet. There are roughly three scenarios for subsequent market action: 1. “Hike one more time, and the economy doesn’t fall into recession.” Bitcoin may stay range-bound, and capital will continue to concentrate in leading assets; 2. “Inflation cools and the Fed pauses its hikes.” A decline in long-term bond yields will provide an opportunity for risk assets to recover; 3. “Inflation doesn’t fall and growth weakens,” i.e., stagflation pressures rise. This is the least friendly to the crypto market, because interest rates can’t easily come down, while corporate earnings and risk appetite both worsen. For the crypto market, the real risk isn’t how much it drops on a given night, but whether liquidity is truly released over the coming months.
The Federal Reserve hiked rates by 25 basis points, and Bitcoin didn’t see a major drop because the September hike was no longer a secret.

Next, watch three confirmation signals:
1. Whether Bitcoin ETFs have resumed net inflows?
2. Whether 10-year Treasury yields can fall?
3. Whether the total supply of stablecoins is expanding again?
If ETF buying remains steady, long-term bond yields top out, and on-chain dollars increase, then expectations for a December hike may not necessarily crush the market;
If all three deteriorate at the same time, a seemingly calm decision could just mean that the pressure hasn’t been fully transmitted yet.

There are roughly three scenarios for subsequent market action:
1. “Hike one more time, and the economy doesn’t fall into recession.” Bitcoin may stay range-bound, and capital will continue to concentrate in leading assets;
2. “Inflation cools and the Fed pauses its hikes.” A decline in long-term bond yields will provide an opportunity for risk assets to recover;
3. “Inflation doesn’t fall and growth weakens,” i.e., stagflation pressures rise. This is the least friendly to the crypto market, because interest rates can’t easily come down, while corporate earnings and risk appetite both worsen.

For the crypto market, the real risk isn’t how much it drops on a given night, but whether liquidity is truly released over the coming months.
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Can you squat for a bit? For a bowl of pork knuckle rice, I have to wait
Can you squat for a bit? For a bowl of pork knuckle rice, I have to wait
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Jumper @jumperapp It’s said they’re going to issue tokens! Now you can register for the waitlist. The community is saying there will be a surprise in the first 500 Link: https://t.co/1Mf3oxFVIU
Jumper @jumperapp It’s said they’re going to issue tokens!

Now you can register for the waitlist. The community is saying there will be a surprise in the first 500

Link: https://t.co/1Mf3oxFVIU
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Can we get some hype going for the Arc mainnet next? Hop on first and then see. I just bought the first token on the 100U Arc: $LAZM Right now the FDV is only 67k. Bet it all—one ride turns into a motorcycle 😅 Purchase link: https://t.co/Mq9n3vqEoe CA: 0x8D7f7f8A7B8d7f0bEd06Af60a879A8371E184477 This platform has a cross-chain bridge that can bridge USDC from chains like Base, Arbitrum, etc. to Arc. You can also directly click the link below to go to the cross-chain page: https://t.co/5vHyej0dSs
Can we get some hype going for the Arc mainnet next?

Hop on first and then see. I just bought the first token on the 100U Arc: $LAZM

Right now the FDV is only 67k. Bet it all—one ride turns into a motorcycle 😅

Purchase link: https://t.co/Mq9n3vqEoe

CA: 0x8D7f7f8A7B8d7f0bEd06Af60a879A8371E184477

This platform has a cross-chain bridge that can bridge USDC from chains like Base, Arbitrum, etc. to Arc. You can also directly click the link below to go to the cross-chain page:
https://t.co/5vHyej0dSs
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Yesterday (September 15, 2026), the U.S. Senate failed to pass the procedural vote on the “Digital Asset Market Clarity Act” (简称 CLARITY Act / “Clarity Act”). The cloture vote was 49 in favor and 50 against, falling short of the 60-vote threshold required to move forward. This is one of the most important market-structure legislative efforts in the crypto industry in recent years. It was originally intended to clarify the SEC and CFTC’s regulatory roles and provide a more stable federal framework for spot markets and trading platforms. Failing to pass did not “kill” crypto, but it has indeed brought immediate selling pressure to the market and long-term uncertainty. BTC is estimated to pull back and test the 70,000 integer level.
Yesterday (September 15, 2026), the U.S. Senate failed to pass the procedural vote on the “Digital Asset Market Clarity Act” (简称 CLARITY Act / “Clarity Act”). The cloture vote was 49 in favor and 50 against, falling short of the 60-vote threshold required to move forward.

This is one of the most important market-structure legislative efforts in the crypto industry in recent years. It was originally intended to clarify the SEC and CFTC’s regulatory roles and provide a more stable federal framework for spot markets and trading platforms.

Failing to pass did not “kill” crypto, but it has indeed brought immediate selling pressure to the market and long-term uncertainty.

BTC is estimated to pull back and test the 70,000 integer level.
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GPT-6 Astra announces the arrival of the AGI era So the question is: are you the person being replaced by AI, or the one standing behind AI, only able to have AI do the work for you? To be honest, most of the work in most positions at most companies can now be done by AI. If you can skillfully use AI tools, one person directing AI can absolutely handle the workload of at least five people.
GPT-6 Astra announces the arrival of the AGI era

So the question is: are you the person being replaced by AI, or the one standing behind AI, only able to have AI do the work for you?

To be honest, most of the work in most positions at most companies can now be done by AI. If you can skillfully use AI tools, one person directing AI can absolutely handle the workload of at least five people.
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The Token economy is moving from concept into financial infrastructure In August, Guangdong took the lead in launching the country’s first “Token Loan.” Bank of China, China CITIC Bank, and Bank of Guangzhou all went live at the same time. In an initial pilot, Bank of China approved a credit line of 28 million yuan. Anhui has already clearly encouraged banks to launch “Token Loans” and “Model Loans.” Token Loans are also expected to roll out successively in Jiangsu, Zhejiang, and other regions with active AI industries. Agricultural Bank of China has already implemented dedicated solutions in Shanghai and Zhejiang. Chengdu has launched a “Computing Power Loan,” with the first 1.14 million yuan already disbursed. Tokens are shifting from a unit of measurement in the tech circle to a “credit yardstick” in the financial world. In other words, in the future it will not just be AI companies: any enterprise that generates Tokens may be able to use Tokens to secure financing.
The Token economy is moving from concept into financial infrastructure

In August, Guangdong took the lead in launching the country’s first “Token Loan.” Bank of China, China CITIC Bank, and Bank of Guangzhou all went live at the same time. In an initial pilot, Bank of China approved a credit line of 28 million yuan.

Anhui has already clearly encouraged banks to launch “Token Loans” and “Model Loans.” Token Loans are also expected to roll out successively in Jiangsu, Zhejiang, and other regions with active AI industries. Agricultural Bank of China has already implemented dedicated solutions in Shanghai and Zhejiang. Chengdu has launched a “Computing Power Loan,” with the first 1.14 million yuan already disbursed.

Tokens are shifting from a unit of measurement in the tech circle to a “credit yardstick” in the financial world. In other words, in the future it will not just be AI companies: any enterprise that generates Tokens may be able to use Tokens to secure financing.
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The Startale September event is here From September 4 to September 30, @StartaleApp × @lasmetaio through the PS5 Poker Tournament, players have a chance to win STAR points and exclusive rewards. Ways to earn points 👇 🎯 Join the tournament - 2 USDC entry fee → 20 STAR points 💎 Get the premium bundle → 40 STAR points 🎰 Spend 100,000 chips in-game → earn 40 STAR points The leaderboard rewards are even better 🏆 🥇 1st place: 150 STAR points + a PS5 🥈 2nd place: 100 STAR points + LASM worth $400 🥉 3rd place: 70 STAR points + LASM merchandise worth $250 🏅 4th and 5th place: each get 50 STAR points + LASM products worth $100 Complete all tasks and take the top spot to earn up to 250 STAR points ⭐🔥
The Startale September event is here

From September 4 to September 30, @StartaleApp × @lasmetaio
through the PS5 Poker Tournament, players have a chance to win STAR points and exclusive rewards.

Ways to earn points 👇

🎯 Join the tournament - 2 USDC entry fee → 20 STAR points
💎 Get the premium bundle → 40 STAR points
🎰 Spend 100,000 chips in-game → earn 40 STAR points

The leaderboard rewards are even better 🏆

🥇 1st place: 150 STAR points + a PS5
🥈 2nd place: 100 STAR points + LASM worth $400
🥉 3rd place: 70 STAR points + LASM merchandise worth $250
🏅 4th and 5th place: each get 50 STAR points + LASM products worth $100

Complete all tasks and take the top spot to earn up to 250 STAR points ⭐🔥
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Termmax @TermMaxFi Airdrops can now be checked! It’s the familiar recipe, the familiar taste! They’ve already started defending their rights in DC 🤣🤣🤣
Termmax @TermMaxFi Airdrops can now be checked!

It’s the familiar recipe, the familiar taste!
They’ve already started defending their rights in DC 🤣🤣🤣
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In the crypto world, is this a late-blooming thanks for 《Bull Comes》? 😂 This so-called “the worst movie ever, blazing with awfulness” perfectly brings to life a line: “If it’s bad enough, it’s still a win!” It’s eerily similar to the current state of the crypto world. These days, crypto has been surging wildly—like, for real, the bull is here. Years from now, when we talk about this bull run, what we’ll think of won’t be Wall Street capital, not Trump’s stock-picking shouts, not Federal Reserve policy— but《Bull Comes》, this sincere piece of trash! 🤣🤣🤣 The whole world is just a make-shift troupe.
In the crypto world, is this a late-blooming thanks for 《Bull Comes》? 😂

This so-called “the worst movie ever, blazing with awfulness” perfectly brings to life a line: “If it’s bad enough, it’s still a win!”

It’s eerily similar to the current state of the crypto world. These days, crypto has been surging wildly—like, for real, the bull is here.

Years from now, when we talk about this bull run, what we’ll think of won’t be Wall Street capital, not Trump’s stock-picking shouts, not Federal Reserve policy— but《Bull Comes》, this sincere piece of trash! 🤣🤣🤣

The whole world is just a make-shift troupe.
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The most profitable thing is always selling water Stripe spent $7 billion to buy OpenRouter. But this company has only 50 people, hasn’t trained any AI model, and all it does is one thing: connect models from everyone and make money on the spread. Most ironically, as a U.S. company, the thing that makes the most money is a bunch of Chinese open-source models. DeepSeek, Tongyi Qianwen are free and open source—while U.S. middlemen package and sell them, making $7 billion. The models are Chinese, and the money is made by American middlemen. People building large models have burned hundreds of billions and are still losing money, while the 50 people selling models saw their net worth jump 5x in just three months. Who’s there to argue with that? 😂 #AI #商业 #开源 #OpenRouter
The most profitable thing is always selling water

Stripe spent $7 billion to buy OpenRouter.

But this company has only 50 people, hasn’t trained any AI model, and all it does is one thing: connect models from everyone and make money on the spread.

Most ironically, as a U.S. company, the thing that makes the most money is a bunch of Chinese open-source models. DeepSeek, Tongyi Qianwen are free and open source—while U.S. middlemen package and sell them, making $7 billion. The models are Chinese, and the money is made by American middlemen.

People building large models have burned hundreds of billions and are still losing money, while the 50 people selling models saw their net worth jump 5x in just three months. Who’s there to argue with that? 😂

#AI #商业 #开源 #OpenRouter
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Why did the fierce brawl between "Daiyi Meishaodai"@jheioff and Gate @Gate_zh suddenly go quiet?
Why did the fierce brawl between "Daiyi Meishaodai"@jheioff and Gate @Gate_zh suddenly go quiet?
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Using AI to “revive” Lin Huiyin, restoring her brilliant and resilient life! We have to say, Lin Huiyin’s beauty and talent in her youth, even by today’s standards, is enough to outshine most female celebrities.
Using AI to “revive” Lin Huiyin, restoring her brilliant and resilient life!

We have to say, Lin Huiyin’s beauty and talent in her youth, even by today’s standards, is enough to outshine most female celebrities.
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