红豆加冰

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.

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.

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.

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.

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.

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

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.

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:

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%.

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.

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%
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- CSI 500: up 20.97%
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- CSI 1000: up 15.99%
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- ChiNext Index: up 35.58%
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- 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.”

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.

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.

The AI wave is sweeping through the development world. Tokens are already a necessity for driving large model operations—indispensable like gasoline or electricity. Writing code, refactoring architectures, and troubleshooting vulnerabilities: every interaction with AI steadily consumes token compute power.

In contrast, the industry’s polarized situation is creating a new class within the programmer community: the “Token Rich,” who hold companies’ seemingly unlimited compute, and the “Token Poor,” who need to pay out of their own pockets to obtain quotas. The compute gap is turning into an invisible, silent pay cut for working people.

1. Absurd workplace reality: productivity doubles, but the cost is carried by employees themselves

Waking up to an epic turnaround in US stocks, particularly in the semiconductor sector: Amid the gloom of inflation and interest rate hikes, the sector was generally weak, but after Micron, Qualcomm, and Nvidia released significant positive news post-market, storage and AI chips soared, leading to an epic reversal dominated by performance and industry certainty.

Under pressure during the day, but celebrating post-market, the semiconductor sector collectively surged

This morning, during the US stock trading session, the market was overshadowed by the upcoming announcement of the US May PCE inflation data, with rate hike concerns suppressing tech stock performance, while the semiconductor sector saw most stocks weaken; however, the optical communication sector performed strongly, with Corning rising 6% during the day and adding another 3% post-market.

On June 23rd, global asset classes experienced a synchronized drop. Asian and European stock markets were the first to weaken, with heavy fluctuations in Korean chip-weighted indices triggering circuit breakers. Overnight, all three major U.S. stock indices closed in the green, but the high-valuation tech sector led the sell-off. The index for the seven tech giants in the U.S. fell by 1.42%, Tesla plummeted over 5%, Google retraced more than 1%, and storage leader Micron Technology saw a staggering drop of 13.18% in a single day. The Philadelphia Semiconductor Index also faced a significant decline, spreading panic across the global AI and semiconductor sectors.

Commodities weakened in tandem, with COMEX gold crashing 1.75% to $4,129 per ounce, and silver plummeting 6.03% to $61.63 per ounce. Federal Reserve officials released a flurry of hawkish statements, causing the market to reprice the probability of interest rate hikes this year. U.S. Treasury yields rose, increasing the cost of holding gold; coupled with a temporary easing of U.S.-Iran geopolitical tensions, safe-haven buying sharply retreated. Additionally, tightened domestic regulations on precious metals added multiple bearish pressures on the bullish trend in precious metals.

Lately, a lot of folks are caught up in a core financial dilemma: with the current market, should we stack up on RMB or swap for USD?

Especially with the RMB exchange rate strengthening lately, many are even more confused: if we exchange for USD, it feels like a losing trade; but holding all RMB makes us anxious about potential unknown risks in the future.

Honestly, for most regular folks here, there’s no extreme 'either-or' answer. It’s all about a 'main allocation + hedging' strategy. If you ignore the basic living logic and dive into currency speculation, you're likely to end up following the herd and losing money.

Today, let’s cut through the market noise and break down a currency asset allocation logic that everyday people can understand and use.

Market insiders affectionately dubbed the brokerage sector 'Old Deng,' finally saw a long-awaited breakout after the Dragon Boat Festival.
On June 22, the A-shares brokerage sector experienced a surge. Dongfang Caifu shot up by 12.74%, with multiple stocks like Citic JianTou, GF Securities, Changjiang Securities, and Caitong Securities hitting their daily limits; Citic Securities rose over 6%, while Huatai Securities climbed over 7%. The Wind brokerage index surged by more than 7.5%, standing out impressively among all A-share sectors. The total trading volume in Shanghai and Shenzhen reached 3.74 trillion yuan, marking the second-highest in history, with an increase of 427.1 billion yuan compared to the previous trading day.
Why did brokerages suddenly skyrocket? Overall, it's the result of a convergence of five major bullish factors.

In the early hours of June 18th, Beijing time, the new Fed chair Kevin Wash made his debut.
The rate itself was a no-brainer—holding steady at 3.50%-3.75%, keeping it on hold for the fourth time in a row, with a unanimous vote for the first time in nine months. But what really sent the market into a frenzy were the three things Wash put out: a significantly trimmed-down statement, an unexpectedly hawkish dot plot, and a complete cancellation of forward guidance.
What's Wash up to?
First, let's look at the statement. The FOMC statement from April had 341 words, and this time it’s down to just 130, cutting almost two-thirds. They removed all hints of 'further rate adjustments' and scrapped the forward guidance.

On June 17th, Beijing time, three years after winning the Qatar World Cup, Messi stepped onto the World Cup stage once again. This day is just a week away from his 39th birthday and marks exactly 20 years since he first represented Argentina in the World Cup. In this match of dual commemorative significance, Messi scored a hat-trick, bringing his total World Cup goals to 16, tying with Klose and sharing the top spot on the all-time scoring list. Argentina defeated Algeria 3-0, kicking off with a win.
A detail worth pondering: about three weeks ago, Messi voluntarily requested to be subbed out during an MLS match due to physical discomfort; back in February, he was sidelined with a left leg ligament injury. Many believe that in this World Cup, Messi will be more of a spiritual totem rather than a tactical core. However, when the whistle blew, what people saw was the 'Benjamin Button' version of Messi, sprinting all over the field and excelling in both attack and defense.