解构师Beyond

Can a high degree not become a KOL...?

This is the opinion of Master Pang, but I believe it is completely wrong, even catering to populist traffic.

First, it must be clear: the KOL I refer to is a key opinion leader who can earn money through their own content and abilities, can make money with fans, and provides a wealth of information; not someone who spends dozens of yuan to buy followers, uses AI to write articles for AI to read, or relies on shady tricks to deceive small exchanges.

Under this standard, high-degree KOLs are everywhere. I can name dozens just from Hong Kong's third new second, and I have many friends with backgrounds from 985, 211, and even prestigious overseas schools.

In the image, I selected one or two representatives from each school, who are around my age and relatively familiar to me; this is just the tip of the iceberg.

I myself graduated with a finance bachelor's degree from 985. When I first entered the circle, I thought this was an advantage, but later I found out that the crypto world is full of hidden talents, and there are plenty of high-degree KOLs. The real reason is that they do not flaunt their degrees because achievements are the strongest business cards.

The actual situation in the cryptocurrency circle, especially in the KOL industry, is:

No one really cares which school you graduated from, so there is naturally no degree discrimination or degree threshold.

So please, if you can't do it, you can't do it; a nerd is just a nerd. Please stop saying that you can't become a KOL because of your high degree; such displays of superiority only make people feel childish.

Moreover, there is almost no threshold for KOLs; if you can't even do KOL, then don't even mention other things. $BNB

The crypto space is a high-cost financing environment.

What I mean is, even if you do nothing, as long as you stay in the crypto game long enough, you can outperform most others in the same timeframe.

Let's say you deposited $100,000 at the start of the first round of the Binance USD event, and just by clicking a few buttons every week to harvest your gains, without doing anything else.

In less than half a year, you could net nearly $3,600, which is about a 9.64% annualized return.

In other words, if you have $100,000 and you haven't made $3,600 or even ended up in the red this past six months, that's just not cutting it.

Like Charlie Munger said,

"What we need to do is not to look smart, but to avoid stupid decisions. Sometimes, doing nothing is the smartest move."

$WLFI

Right now, 78% of people in the world have never dabbled in AI. It's just that remaining 0.12%—the pro users in those three little squares—who are shaking up the entire industry.

What does this mean? The real penetration of AI hasn't even started yet.

What has always bridged this gap is not the strength of AI itself.

Tools like Doubao and GPT have been within reach for ages; the real hurdle lies in whether you can turn a vague demand into commands that AI can execute reliably.

This task requires pro users to spend a ton of time experimenting, while regular folks are left in the dark.

Speaking of which, I have to mention a project that's been covered by Xinzhi Yuan, Machine Heart, Geek Park, and Quantum Bit.

xBubble is an AI project launched by the DappOS team, which has received backing from Sequoia China and Yzi Labs, making it one of the hottest Web3 background AIs out there.

It positions itself as a Low-prompt AI Agent, meaning it's designed to teach AI how to use AI, allowing you to accomplish complex tasks with shorter requests.

When you look at a comparison of xBubble against other AIs for the same brief prompt, it’s easy to see that xBubble is more professional, clearly utilizing well-tuned SOPs to deliver results.

xBubble’s processing flow relies on two main components: Bubble Pilot and Bubble Engine.

Bubble Pilot: Smart Execution Hub

- Responsible for task delegation; once it receives a command, the Pilot matches SOPs in the background and selects the optimal path to complete the task. If no matching process is found, it automatically switches to a universal Agent as a fallback, ensuring responses are never empty.

Bubble Engine: Automated Evolution Engine

- Responsible for skill learning; for unknown tasks, the Engine generates multiple solutions through AI programming and tests them against each other. Once a quality-verified optimal path is established, it solidifies that as a reusable SOP/Skill, enabling continuous self-expansion of capabilities.

When the internet bubble burst, many concept stocks fell due to the inability to scale.

But now, AI is achieving self-iteration through projects like xBubble, meaning AI is learning from AI and even using AI.

Back to that initial 78%, the enhancement of productivity through AI shouldn't only belong to that 0.12%.

What xBubble aims to do is to enable those remaining folks who have never encountered AI to achieve professional-level output with just a simple statement of goals.

I wasn't fully awake this morning, and my alerts kept flashing. The early Alpha bloggers like Mirro, who are monitoring things like street trading and stir-fried noodles, are continuously piling into elizaOK. It looked familiar, so I grabbed a bit myself.

Later, I got up and remembered I had met Dev once in Hong Kong. Back then, their team took a photo with the big sister, striking an 'OK👌' pose, and she played along gracefully.

This was so funny that it left a strong impression on me 😂

Now, back to the asset itself, here are a few reasons supporting my buy-in for a gamble:

1/ The official Twitter face, Dev Baoger, is a core developer in the ai16z community.

2/ Shaw previously retweeted and CX'd about elizaOK.

3/ There's a clear strong whale; on-chain evidence shows bundled buys. Many criticize this, but I don’t see it as a bad thing. The experience brought by a powerful market maker far exceeds endless PvP. Whether elizaOK has a strong market maker is subjective.

4/ elizaOK took first place in the Fourmeme AI group.

I’m not shy about high control; it means someone has a strong interest tied to the project, and I prefer teams that are inclined to work long-term.

To put it bluntly, if I come across a team that’s publicly verified and hustled for a few months just to pull out a couple of grand, I’d accept that.

Based on the above reasons, I bought a few thousand, hoping for a breakout on a small exchange.

(This article is merely personal investment thoughts and does not contain any advice.)

I only realized it after seeing some banter that Trump is also getting into the game as a middleman

Speaking of middlemen, it’s definitely the hottest business these days, with OpenRouter, led by the co-founder of OpenSea, taking the lead, followed by Sun's new venture BAI

It seems like the big players looking to cash in on the new wave of AI are all eager to dive into the middleman scene

Considering my readers might not all be pros, let’s break down what an AI middleman does in simple terms

An AI middleman, also known as an LLM Router or API aggregator

In the past, ordinary players wanting to use various AIs (Claude, GPT, Gemini, etc.) had to register accounts on each platform, load funds, configure Keys, and switch back and forth, which was a hassle

The middleman's function is just as its name suggests:

- Register in one place, load funds once, and you can directly access hundreds of different AI models
- It automatically routes requests to the most suitable official model behind the scenes
- Due to the wholesale pricing of Tokens, it's usually cheaper than going directly through the official channels

For developers or heavy users, the biggest value of a middleman is saving time, cutting costs, and stability

Back to the Trump middleman mentioned at the start, it actually refers to the newly launched project WorldClaw (@WorldClawAI) within the WLFI ecosystem

It’s clear that the officials are taking this lane very seriously, with Trump Jr. and Eric Trump both publicly promoting the ecosystem

Within the WorldClaw system, the core powerhouse is called WorldRouter, which directly integrates over 300 mainstream models including Claude Opus 4.7, GPT-5.5, Gemini 3.1 Pro, and Qwen 3.6 Plus

Since it’s all about business, price is the most crucial factor, and the calling price for WorldRouter is directly 30% cheaper than that of Anthropic or OpenAI

The subscription prices offer four tiers: Token Plan $9.9 / $99 / $999 / $9,999 for users to choose from

Considering potential security and privacy issues with middlemen, I can give a solid endorsement to WorldRouter, which has a strong background and is still 30% cheaper

Additionally, it's worth noting that WorldRouter supports USD1 payments, undoubtedly contributing a real, massive consumption scenario for the WLFI ecosystem

You all need to short this ASAP, or how am I gonna make my profits?

$LAB

1/ No leverage on the meme coin

2/ Don't go against the trend

3/ Abandon all judgments based on market cap

Observing the issuance of USD1, some interesting details are found

1/ The earliest single issuance of about 2 billion on BNBChain, after which the issuance volume remained stable with no additional issuance, consistently ranking first for the majority of the time

2/ After late August last year, large-scale issuance began on the ETH chain, and by around February this year, the issuance volume exceeded that of BNBChain, temporarily becoming the public chain with the highest issuance volume

3/ The issuance volume on the Solana chain has been steadily increasing, making it the third-ranked public chain in terms of issuance volume

So, which public chains have value, and which have real liquidity? The USD1 team has demonstrated this with hard data, which is more practical than the self-promotion comparisons made by various public chains from a performance perspective

To some extent, this has reference significance for diversifying portfolio investments in the cryptocurrency space and grasping core assets across cycles.

Until now, I still hold a large amount of USD1

I have previously written a lengthy analysis about USD1, and the conclusion is that as a fully compliant collateral asset, the safety factor of USD1 may be higher than what you often hear about DeFi

But it must be acknowledged that the safety of USD1 and the rise of WLFI are completely independent events; holding USD1 does not equate to being bullish on WLFI

Recently, WLFI passed a new governance proposal, the core of which is "lock 6.228 billion tokens, destroy 450 million tokens"

From the performance of USD1 and WLFI, this destruction proposal has significantly boosted market confidence

Just this week, Trump's meeting conference is about to be held again, and World Liberty should also take this opportunity to clarify the development goals for the next phase.

Binance can be called the universe for a reason

In the morning, along with more than thirty BNB holders, we checked in at Lion Rock in Hong Kong, experiencing the power of #upwards. All the companions were humble, wealthy, and capable teachers.

Each one is a mainstay in a certain track, and everyone we met along the way is a role model.

In the evening, we attended an event for BNB Chain, where literally everyone was shoulder to shoulder, and we had the chance to meet all the friends we needed to see tonight.

I heard that the top influencer is coming, and at least a thousand people will pour into the venue.

The elite style of project founders, the older generation from the grassroots, and influencers with exceptional charisma; Binance has also presented itself with the stature of an elder brother, treating everyone with the highest etiquette and fine food.

Who says there’s no one left in crypto or that it’s doomed? I have never seen the industry so full of hope.

It can be said that you can skip the main venue and the side events, but you absolutely cannot miss Binance’s events.

Because Binance is the greatest common divisor for all crypto believers.

$BNB

Have you ever thought about a question, what is WLFI spending so much money for, or what role does it actually play?

First, let's review the specific data of the "WLFI x USD1 x Binance Phase III Incentive Program" so far.

Phase One: The extravagant "Opening Red"

- Duration: January 23 - February 20 (4 weeks total)
- Total amount distributed: WLFI tokens worth a total of 40 million USD

Phase Two: The token-based "Large Water Release"

- Duration: February 20 - March 20 (4 weeks total)
- Total amount distributed: 235 million WLFI
- Approximate value: Based on an average price of about $0.103 during this phase, the total value is approximately 24.2 million USD

Phase Three: The refined operation "Endurance Period" (currently ongoing)

- Duration: March 20 - April 17 (4 weeks total)
- Total amount distributed: 135 million WLFI
- Approximate value: Based on the current market price of about $0.093, the total value is approximately 12.55 million USD

Overall, WLFI has airdropped tokens worth at least 76 million USD, which is already larger than most TGE airdrops.

Of course, the returns have been immediate.

USD1 went from 3 billion tokens before the event started to directly breaking through 5.4 billion tokens at the end of the first phase, completing in just one month what many stablecoins take years to achieve.

In other words, WLFI used 76 million USD worth of tokens to create a pressure that led to a growth of 2 billion stablecoins; such a large move can only be done by WLFI.

The president is serious about creating stablecoins!

$WLFI

The Middle East conflict has revealed two extremely counterintuitive trends:

- Centralized facilities have become the primary targets in the conflict; once paralyzed, they will cause catastrophic consequences.

- The decentralization process in the Middle East and Central Asia is leading the world.

As evidence, on the 1st of this month, Iranian drones conducted targeted drone strikes on AWS data centers, severely impacting major financial institutions such as Abu Dhabi Commercial Bank.

Mobile banking in the Gulf region is expected to experience widespread outages, with financial activities in the region temporarily coming to a standstill, affecting a range far beyond the drone's coverage.

The fragility of centralized ledgers is undoubtedly revealed in war; clearly, local and neighboring governments have long considered this and are actively promoting data on-chain initiatives.

Taking Sign, which is familiar to those in the cryptocurrency circle, as an example, Sierra Leone 🇸🇱 / Kyrgyzstan 🇰🇬 / UAE 🇦🇪 have all engaged in deep cooperation with it in the fields of civic identity or digital currency, generally categorized into two types:

- Human authentication: Putting the identities of citizens and visitors on-chain, which not only assists in management in turbulent areas but is also crucial to ensure that citizenship is not lost due to the destruction of physical records.

- Monetary authentication: Whether it is stablecoins, SWIFT, or CBDC, all are focusing on promoting the process of de-dollarization, allowing national financial sovereignty to be firmly in their own hands.

By using the Sign blockchain system to achieve true data decentralization, the security and stability are greatly enhanced, and at least the risk mentioned above, where a single point attack can paralyze the entire regional financial system, will be significantly reduced.

In summary, turning to another side of the flames of war, I see the world embracing blockchain at an unprecedented speed.

New investors may not know that when the Bitcoin ecosystem was booming, two RGB projects were highly anticipated.

One is Bitlight, which now has the ticker $LIGHT and has already landed on Alpha and contracts, and the other is today's protagonist, BiHelix.

Although it took a bit longer, it does not affect BiHelix's excellent ecological position.

RGB is the most legitimate BTC scaling protocol, with its prototype appearing over a decade ago.

Its most hardcore aspect lies in the use of "client-side validation" and "one-time sealing" technology, keeping transaction data off-chain and only utilizing Bitcoin's UTXO security for settlement.

This method not only protects privacy but also avoids the pitfalls of stuffing garbage data on-chain as seen in BRC-20, and is considered by many old OGs as the orthodox route for Bitcoin smart contracts.

Today, I suddenly received news that BiHelix's ecological token MCU616 has been launched, marking the first step towards marketization.

I checked, and MCU616 is themed around the "Marvel Multiverse". I don't know if their boss has this inclination or if it has become popular recently, but launching a highly recognized meme for the community is a good thing for the ecosystem, especially since this IP is very well-known.

Of course, this is just the beginning. If the RGB ecosystem is truly taken seriously and can develop positively, it will be a top-level narrative full of imagination that is no less than EVM level.

First gold, then silver, and then oil

Does this make sense?

A few days ago, I had dinner with a friend from a certain APAC T1 VC Research department.

I happened to hear that they recently hired some TradFi practitioners, and a common issue is that newcomers generally feel out of place.

Analysts used to analyzing the three major financial statements often find themselves at a loss in the crypto space, fundamentally because the vast majority of crypto projects lack data and channels for information disclosure and have no established habits.

In most cases, even if they want to investigate, they don't know where to start. Sometimes the data on UGC dashboards like Dune contradict each other, and some research institutions' information is mixed with private agendas.

Therefore, the official data disclosure by Bonk at Blockworks is highly commendable, as it integrates information from both Web3 and TradFi, accurate, detailed, and comprehensive ⬇️

blockworks.com/analytics/bonk

If all crypto projects disclosed information like Bonk, trading in crypto could indeed be approached like value investing in US stocks, making profits through fair pricing.

Of course, one significant reason Bonk dares to disclose information is that their data is solid:

- Q1 2026 has achieved revenue of 6.46 million USD
- Q1 2026 forecasts total revenue of 10.38 million USD
- Total revenue in the last 30 days is 2.17 million USD
- Total circulating and destroyed amount is 3.06%

BONK DAT company BNKK has already been listed on the Nasdaq, and for this reason, the credibility of the data disclosed by BONK is very high.

BONK's main source of income still comes from BonkFun, and in terms of data alone, it already surpasses the revenue of many EVM Layer2s, which is quite impressive.

Overall, as an ordinary investor, I am very pleased with BONK's disclosure this time; it is worth learning for all crypto projects.

Because transparent and truthful disclosure is the beginning of navigating through cycles and long-termism.

$BONK