朱老师区块链

In the era of AI, the second half: do AI models truly have what it takes to support Dongda and win a real fight? ByteDance is going to build a 50-trillion-parameter model. Alibaba has just released a 2.4-trillion-parameter model, and K3 has released a 2.8-trillion-parameter model.
How should the Americans respond now? Right now it’s whoever’s model is bigger who’s the coolest.
Domestic AI models all use domestically made hardware, so we should keep an eye on all current domestic large models.
Why are everyone optimistic? Because AI is like a human—nobody knows what new skills it will generate after training. Just like some people are math geniuses, and some are drawing geniuses.
In the second half, if foreigners all come to Dongda to trade big A (and flex) 😂$ETH

spacx tomorrow will release 912 million shares, which is 2 times the current tradable volume. The current total is 5%. After the unlock, it will become 12%! This colossal market can’t absorb it. Even though yesterday’s earnings report was so good, it still fell! $SPCX

In 2010, an entrepreneur wanted to develop an internet application.
But he found that without servers, no data centers, and no operations team, the app simply couldn’t run.
Later, cloud computing emerged.

AWS told all entrepreneurs:
You don’t need to build your own infrastructure—you just need to rent computing power.
And the internet entered a new era.

Today, the blockchain world is going through a similar transformation.
In the past few years, a large number of public chains, Layer 2 networks, and application chains have been constantly emerging.
But when it comes to building a chain, the biggest challenge isn’t the code—it’s:
How to obtain sufficient security?

Security requires validators, capital staking, and economic incentives.
Many problems that new chains face aren’t “Where are the users?”
but rather: “Who will protect my network?”

Babylon is exploring a new direction:
Bitcoin isn’t just an asset—it can also become a security resource for the blockchain world.
In the past, we believed BTC was digital gold.

But a large amount of BTC has been sleeping for a long time—holding immense value, yet unable to participate in more of the ecosystem.
Babylon hopes to make BTC a kind of “digital security energy.”
Just like the power grid in the real world.
Companies don’t need to build their own power plants; they just need to connect to the grid.
In the future, blockchain could be similar:
new chains may not need to build a security system from scratch, but can leverage the security capabilities provided by Bitcoin.

If this direction holds, Bitcoin’s role could change:
In the past:
BTC = a store of value.
In the future:
BTC = the security foundation of the blockchain world.
In the future, countless DeFi chains, gaming chains, and AI chains may directly use Bitcoin to provide security.
The metric for measuring BTC’s value may not be limited to market cap and ETF size—but rather:
how many blockchains worldwide are using Bitcoin to provide security?
That could be the biggest imagination space for Bitcoin’s next phase.
@BabylonLabs_io #baby $BABY

Today’s U.S. stock company earnings reports, Eli Lilly, Novo Nordisk, Disney, SanDisk! $SNDK

Many years ago, a wealthy man bought a mine.
Every day he would go to inspect the mine shafts, but he never mined anything.
People asked him:
“Since you have such a fortune, why don’t you use it to make money?”
The wealthy man replied:
“Because the cost of opening the mine is too high and the risk is too great. If the tunnel collapses, I might not even be able to recover the ore.”

This story sounds absurd.
But over the past decade or more, Bitcoin has essentially been just such a “underground gold mine.”
More than ten million BTC are sleeping in wallets around the world for the long term.
Not because it’s worthless.

But because holders are unwilling to:
❌ Deposit BTC into centralized platforms
❌ Wrap it into wBTC and take on bridge risks
❌ Hand over private keys to third-party custody

So a strange phenomenon emerged:
One of the safest and most scarce assets in the world, yet it’s difficult to enter the financial system.
And Babylon is trying to change this state.
The core idea it proposes is not to “create another BTC.”
Instead, it aims to make BTC itself a form of financial infrastructure.

With Trustless Bitcoin Vaults (TBV), BTC holders can use native BTC as collateral to participate in new financial applications—without wrapping, bridging, or giving up control of their assets.

This means:
In the past:
BTC = buy → store → wait for it to rise
In the future:
BTC = reserve asset + collateral asset + safe asset
More importantly, what Babylon is exploring is a bigger direction:
In the future, what blockchains compete for may not be just liquidity.
It may be who can obtain the security capabilities provided by Bitcoin.
Just like gold once evolved from underground ore into a global financial reserve.
Bitcoin may also evolve from “digital gold” into the foundational financial asset of the internet era.

The real question isn’t:
“Will BTC still go up?”
But:
“When BTC—worth more than $1 trillion—starts generating financial efficiency, what will happen?”
@BabylonLabs_io is trying to answer this question.
$BABY #baby

I found that when semiconductor AI stocks rise, the big bread falls. Is the semiconductor AI sector about to start another blood-sucking trend?
$PLTR

AAOI can rise 40% in a single day. The Q2 financial report is scheduled to be released on August 6, so if it surged in advance, wouldn’t it drop on the report day?..
$AAOI

Today US stock companies, including spacificx and AMD, are set to deliver their earnings reports. As for spacex, its revenue is expected to be $6.7 billion, far exceeding its Q1 results. However, losses will likely still be unavoidable, mainly because the stock has already fallen too much. This time, can the earnings report be slightly better and help recover some of the share price? Currently, the spacax stock shows signs of forming a bottom.
$SPCX

This is the real, proper market. No matter how much it falls, it can still rise again. They say the U.S. stock market is set up like a monthly SIP from America’s pension accounts—no matter what the market conditions are. And the size of 401(k) pension assets is 10 trillion.
Of course, U.S. companies are also doing their part—they really do make a lot of money. If there’s support, then you also need to be able to rise; either way works—then it would keep going up.
When will the A-share market dare to use this kind of model? Then it wouldn’t have been stuck around 4,000 points for ten thousand years.
$QQQ

U.S. Treasury debt has already exceeded $40 trillion, hitting a historic high. Under these circumstances, it is absolutely impossible to raise interest rates. If rates were to be increased, the interest-rate pressure on this debt would be enormous. Meanwhile, inflation is currently at about 3%, and the effects of the other “2-something” percentage points on people will not be immediately apparent. So the top priority right now is definitely to address the most important problem.

On top of that, with the U.S. stock market in such a precarious position, the next FOMC meeting will at least need to signal a dovish stance—if it doesn’t cut rates, it must still send a dovish signal to shape expectations.

So in the second half of the year, it’s definitely about rate cuts, not rate hikes. There is absolutely no possibility of rate hikes!
$BTC

I replied to Sister Yi’s latest post. I just hope she stays healthy, happy, and safe.

What do you want my attention for? Even if I got it, what would it change? I’m not going to gain weight, and I won’t get rich either.

A gentleman’s friendship is as light as water. I also hope my fan friends can be safe, healthy, and happy every single day.

I hope fans don’t trade too frequently. Buy good positions—for example, if I previously told you to buy Ethereum at 1500 (and you didn’t), then what are you doing trading other coins? Once you get on board, just stay on.

Wait for the price to rise to about where it’s close, then you can sell.

In a year, you only need to make a few trades. To put it bluntly, good opportunities don’t show up that many times within a year. Most of the time, the positions are absolutely awful. With frequent trading, 90% of the trades are basically a coin flip (half chance of profit, half chance of loss). You’ll be exhausted overall and still not make money. It’s better to wait and bet on one big opportunity than to “go for it” repeatedly.

Also, if you’re able to make money, you have to believe it’s luck, not that your own level is really that “NB.” It’s luck. It’s luck.
$ETH

Question:
Why do we always hear people say: “How could a gambler never lose?!”
But we never hear anyone say: “How could a gambler always win?!” 😅
$BTC

Existing members can re-bind for free!
Condition 1: Registration is less than 30 days, with no recharge buy-coin transactions;
Condition 2: Trading within 90 days is less than 5,000 U, with no referrer;
Both conditions allow re-binding.

Since you have to trade anyway, every little bit of fee savings helps—20% is refunded automatically. Invitation code BC3001.

点击黄色字体补绑

In the past few years, everyone has been discussing:
What else can Bitcoin do?
Payments?
NFTs?
Ordinals?
Layer 2?

But they may be overlooking one of the biggest directions:
BTC itself is the world’s largest crypto collateral.
Right now, a large amount of BTC has been sleeping for the long term.
The reason is simple:
Holders are unwilling to:
❌ hand it over to centralized institutions
❌ wrapped across chains
❌ take on bridge risks
So BTC has enormous value, but cannot enter the financial system.

Babylon is trying to change this.
With Trustless Bitcoin Vaults (TBV), BTC can stay native:
BTC remains on the Bitcoin network;
it connects to DeFi via cryptographic proofs;
users can use BTC as collateral to borrow and lend.

This means:
In the future, BTC may be more than just an asset—
it could become the “collateral layer” underlying the entire Crypto financial system.
Just like in traditional finance:
Gold ≈ a reserve of wealth
Treasury bonds ≈ financial collateral

In the future:
BTC ≈ the credit foundation of the crypto world
The real BTCFi may not be about issuing more BTC-wrapped assets,
but about enabling the 21 million BTC to truly enter the global financial market.
@BabylonLabs_io
$BABY
#baby