On Monday morning, after finishing XNews, I jotted down a few notes on the spot.
AI is like “changing the weather”: with 12G VRAM and 64G of RAM, you can now run Qwen3.8-Flash-Next locally with 125B parameters—so the trillion-parameter barrier suddenly collapses. The trade-off is that RAM sticks are rising along with it: 32G costs 2600. Codex officially announced a “28-day sprint”—every day either shipping new features or giving out resets. The industry is in an uproar, and the consensus is still the same line: the models haven’t caught up to Claude.
Crypto is hovering around 83–86K. On-chain, 83–84K shows incoming funds: the late-night 400 BTC on 10/1 and about 1400 BTC in the early hours of 10/3 were market orders that got absorbed, MPI fell, and the structure is relatively bullish; but liquidity is withdrawing, and I’m switching to defense. Also, a 1,346 BTC “ancient” address that hasn’t moved in 13 years tested with a transfer of 0.001 today (worth $115M). I’ll keep watching.
Stocks: NVDA is undervalued by about 23%, GOOGL is moving into the discount zone, TSM is up 15%, META is taking profits in batches, and NKE has no moat. $SPCX is stronger than $TSLA ; 158 / 369 is the line between life and death.
One sentence: AI local deployment is accelerating; Crypto holds 83K; and stocks are picked by discount.
$BTC #Openclaw #DeFi #AI
AI is like “changing the weather”: with 12G VRAM and 64G of RAM, you can now run Qwen3.8-Flash-Next locally with 125B parameters—so the trillion-parameter barrier suddenly collapses. The trade-off is that RAM sticks are rising along with it: 32G costs 2600. Codex officially announced a “28-day sprint”—every day either shipping new features or giving out resets. The industry is in an uproar, and the consensus is still the same line: the models haven’t caught up to Claude.
Crypto is hovering around 83–86K. On-chain, 83–84K shows incoming funds: the late-night 400 BTC on 10/1 and about 1400 BTC in the early hours of 10/3 were market orders that got absorbed, MPI fell, and the structure is relatively bullish; but liquidity is withdrawing, and I’m switching to defense. Also, a 1,346 BTC “ancient” address that hasn’t moved in 13 years tested with a transfer of 0.001 today (worth $115M). I’ll keep watching.
Stocks: NVDA is undervalued by about 23%, GOOGL is moving into the discount zone, TSM is up 15%, META is taking profits in batches, and NKE has no moat. $SPCX is stronger than $TSLA ; 158 / 369 is the line between life and death.
One sentence: AI local deployment is accelerating; Crypto holds 83K; and stocks are picked by discount.
$BTC #Openclaw #DeFi #AI