AB Kuai Dong

I am very glad to meet CZ in Tokyo. This is his return to Japan after 7 years, and during this time, the entire industry has undergone tremendous changes.

At this event, I asked CZ a question: How do you view the on-chain of everything and the tokenization of stocks?

He replied: There have not yet been large-scale coin-stock products on the market. The possible reason is that each country and region has different policies, making it difficult for coin-stock investors to receive dividends and easily redeem stocks. There are also price differences during trading. However, projects on the chain are usually global in nature, which was a significant pain point back then.

Restrict areas or try to solve it?

But he reiterated that the trend of RWA cannot be stopped. $BNB

Douyin executives got into an argument over whether ByteDance has a monopoly. It started when media personality Qin Shuo cited data from a Nomura report and argued that ByteDance had taken over China’s internet: ByteDance-affiliated apps account for 41.8% of users’ time spent online, compared with just 28.6% for Tencent-affiliated apps.

In response, Douyin Vice President Li Liang posted a lengthy rebuttal, saying that under the Anti-Monopoly Law, a company only has a dominant market position if its share exceeds 50%, and that the data was flawed anyway.

He also argued that if apps from companies invested in by Tencent were included, Tencent-affiliated services would account for more time after all. So does that mean China’s internet has belonged to Tencent for 20 years? (Implying that Tencent is actually the one monopolizing the industry.)

$TENCENT

It turns out there used to be a way to travel to the U.S. and give birth without a U.S. visa. Last night, the U.S. Department of Homeland Security announced that it would suspend the visa waiver program for residents of mainland China traveling to the Northern Mariana Islands, best known for Saipan.

The reason is that in recent years, some people have entered visa-free and then taken boats to Guam to enter the country illegally. Meanwhile, some people who couldn’t obtain U.S. visas have used the program to give birth there and get their children U.S. passports.

Making sushi can help all of humanity, too. Elon Musk’s SpaceX has added a sushi chef position, requiring a high school diploma, at least three years of restaurant experience, and the ability to meet a range of physical requirements. The pay is $32.50 to $35 per hour, averaging around $7,000–$8,000 a month.

The downside is that you must have a U.S. green card or be a U.S. citizen to apply.

Data shows that since Musk announced his acquisition of Twitter, this has been the most-liked post on the entire X platform in the past four years.

In 1886, pharmacist John Pemberton invented Coca-Cola. According to later historians’ estimates, a glass of Coke at the time contained about 9 milligrams of cocaine.

Although Musk never went on to acquire Coca-Cola, numerous photos show that he loves Diet Coke and has praised its inventor as a genius.

Sure enough, Apple has picked up the pace since new CEO John Ternus took over. Apple has just announced the 14-inch MacBook Pro with the M6 chip, starting at 15,999 yuan. Compared with the previous generation, the new model delivers up to 30% better graphics performance and 25% better AI performance.

They’ve also added an iMac with the same chip, starting at 12,499 yuan.

Mbappé himself, La Liga, and the president of La Liga have just issued statements at the same time, apologizing for the mistaken remarks in Mbappé’s earlier interview.

He said that what he expressed in that interview was not at all what he intended.

Duan Yongping’s good fortune has arrived. Pop Mart, which Duan Yongping had repeatedly added to his position in and bet on, released its third-quarter results announcement. Overall revenue fell 45–50% year over year, while revenue in the Americas fell 70–75% year over year. The company is now seeing a marked decline.

Although the Hong Kong stock market has closed, based on Binance’s over-the-counter futures quote of $16, or approximately HK$126, Duan Yongping is now sitting on an unrealized loss of HK$2.4 billion, or about -16%.

$POPMART

Apple has officially rolled out iOS 27.2 to users in mainland China, adding a feature exclusive to China that restricts access to motion data. Users can add specific apps to a restriction list.

This prevents those apps from accessing the phone’s motion data, stopping them from detecting when users shake their phones and automatically redirecting them to ads. Shake-to-redirect and shake-to-claim-red-packet features will no longer work.

Bro is really gone. Searches on CCTV’s official website and media accounts across platforms can no longer find any past reports containing the keyword “Mbappé”; related articles have been taken down.

Meanwhile, on the mainstream football platform Dongqiudi, the No. 2 spot in the 2026 Ballon d’Or rankings now says “no such person found” 🤣

I was wondering why this tweet I came across didn’t have an automatic translation. Absolutely savage—trillionaire Elon Musk going head-to-head online with a Democratic Party guy.

The other guy called for an investigation into Musk.

Musk replied underneath: “Investigate your dick.”

Dongpeng Special Drink must be panicking like crazy. Dongpeng Beverage had previously signed Mbappé for a hefty sum to endorse its “Bu Shui La” hydration drink. But less than 24 hours after the incident involving Mbappé on X came to light, Dongpeng, the company that signed him, terminated all cooperation with him.

The guy will probably be completely done in the Chinese market from now on. I’m also curious how eFootball will handle the commentary going forward.

Jiemian News confirmed that Hui Jian, a Chinese KOL who had not posted for a long time, was murdered by hired killers two years ago. On his WeChat public account, he had persistently investigated the inner workings of telecom fraud operations in northern Myanmar and Cambodia, and had hundreds of thousands of followers.

The person he had repeatedly and publicly reported while alive was none other than Liu Ren, a key figure in the Prince Group and president of the Anhui Chamber of Commerce, who was escorted back to China in June 2026.

According to BI, Microsoft is offering the following voluntary separation package to U.S.-based employees affected by this round of potential layoffs, which could involve 27% of the workforce, or 60,000 employees:

· Level 64 and below (from junior to senior engineers)
One week of base pay for every six months of service

· Levels 65 to 67 (principal engineers)
Two weeks of base pay for every six months of service

· Level 67 and below (senior and principal engineers)
Up to 39 weeks of base pay, equivalent to 9.5 months of severance pay in China

· Level 68 (directors, technical experts, and product leaders)
Standard severance is 12 months of pay

In addition, employees at Level 67 and below who leave with the payout will continue to receive their unvested Microsoft stock for another six months or one year, depending on their length of service. Their health insurance will also continue. $MSFT

Affecting 27%, Microsoft is exploring voluntary departures for employees in four countries.

To save on AI spending, Microsoft began sending emails last night to around 60,000 employees, offering them voluntary departure packages. Employees who accept will receive compensation and can choose either to take the money and leave or stay on, though they may still be laid off in the future.

The offer is limited to employees at Level 70 and below in the United States, Canada, India, and the United Kingdom, including those in senior roles.

Microsoft’s workforce had remained stable since 2022, but this year the company has invested heavily in AI and data centers. This spending has severely squeezed budgets for other departments, as well as resources for staffing and hiring.

If Microsoft succeeds, many other major companies are expected to follow suit under pressure from AI spending.

$MSFT

Heading for the largest fundraising in history? Anthropic, the company behind Claude, has formally filed to go public under the ticker symbol ANT. The underwriters are Goldman Sachs, Morgan Stanley, and JPMorgan Chase.

Revenue in the first half of 2026 surged to $16.3 billion, up from $1.16 billion a year earlier, but the company reported a staggering net loss of $80.7 billion.

Earlier, media reports revealed that the company itself had said AI could pose a catastrophic or existential risk to humanity.

This is explosive. An anonymous employee at Foxconn’s Zhengzhou facility, which is producing the iPhone Duo foldable, told the media that the cause of the screen issue is roughly in line with iFixit’s analysis.

The employee also revealed that Apple proactively lowered its quality-control standards to ensure a fast supply. As a result, the chances of devices with screen problems reaching consumers have risen significantly.