SpaceNight

小红书上推送了个热门帖子，问开发岗，去 70 万起步年薪的中国 AI 公司 MiniMax，还是 100 万起步年薪的 Web3 公司币安。

结果无论票形、还是评论区，都一边倒建议去 Web3。

看来咱们行业还是很有希望的，
连众多 Web2 人士都这么认为。

In 2018, the first blockchain community was suddenly blown apart by a message from the group owner, Yuhong, at 3 o'clock. The key figures like Shen Nansheng and other big shots were still in the group. What happened to Old Yu?

In November 2019, a woman in Hangzhou spent 3 million to buy 60 bitcoins, and then was sent to a mental hospital by her husband.

段永平后来讲过，
他离开小霸王的真正原因只有一个：老板不讲信用。

当年他接手小霸王时，
公司 亏损 200 万，
被他做到 年销售额 10 个亿。

最初谈好的，是 三七开的股份制改革，
结果被老板陈健仁一步步压到 一九开，
最后干脆不认账。

问题在于
段永平在招人时，
已经把老板承诺的条件 原原本本讲给兄弟们听了。

他可以忍，
但没法对下面的人失信。

所以他选择离职。
更戏剧性的是
老大一走，兄弟全跟。

小霸王开发部“四大天王”，
再加上产、销、供、仓储，
8 个核心部门负责人，全部跟段永平走了。

后来，
段永平去了东莞，
创立了 步步高。

而小霸王的陈健仁，
在 2020 年破产，
还被限制高消费。
-------
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2025.12.08 Crypto Insider: FUD-Pervasive Garbage Time, Trend Change Only on Thursday

The current market is in a typical "garbage time," with BTC, ETH, and SOL frequently spiking up and down over the weekend. Last week, Bitcoin spot ETF saw a net outflow of $87.7 million, reflecting a weak financial landscape. However, under the FUD, the market has not collapsed. Technically, a 4-hour level rebound signal has appeared last night, and the market is expected to exhibit a 4-hour trend movement, with resistance levels maintained in the $96,000-$98,000 range.

1. Macroeconomic Boots About to Drop At 3 AM this Thursday, the Federal Reserve will announce its interest rate decision, with market consensus leaning towards a 25 basis point cut. White House Council of Economic Advisers Chairman Hassett has also stated that it is time for a "prudent rate cut." This indicates that there is currently no unified negative sentiment on the macro level, and after Thursday, it is highly likely that positive sentiment will dominate.

2. Smart Money Is Still in Action Michael Saylor hinted at increasing BTC holdings again, with his strategy position showing a floating profit of 19.3% (approximately $9.35 billion). NVIDIA CEO Jensen Huang publicly supports Bitcoin, calling it a "portable energy currency." In traditional finance, French bank BPCE has allowed customers to buy and sell cryptocurrencies, a trend towards mainstream acceptance that is irreversible.

3. On-Chain and Altcoin Chaos
Zombie Coin Uprising: LUNC, LUNA, and USTT have shown explosive market movements within CEX, and market speculation suggests it may be related to the potential pardon of SBF, representing pure speculative news.

Meme Involution: The Meme market on the BSC chain (such as #doyr) is hot, but comes with negative public sentiment due to Binance employees issuing tokens internally; participation should be cautious.
◦ Key Milestones: The Bittensor network is expected to undergo its first halving around December 14; the Stable mainnet has launched, but the tokens currently lack substantial support.

Currently, macroeconomic uncertainties combined with weekend liquidity shortages create a high frequency of losses. Short-term Strategy: Avoid full positions and high leverage. Medium-term Logic: With no significant negative macro factors, Wall Street may call for ATH, but we must rationally distinguish between reversals and rebounds. If the market stabilizes and rises, quality altcoins (like hype) will follow with significant rebounds. It is recommended to closely monitor capital flows after the US stock market opens, and patiently wait for Thursday's decision to indicate the direction. #加密市场观察

Must support

1. Trump was the global focus yesterday, and particularly in the cryptocurrency world, as he was featured on the cover of Time magazine and invited to ring the bell. He also didn't forget to support cryptocurrencies, implying that the future of the U.S. will strongly support crypto; if you don't, other countries will surpass you. The crypto landscape is large enough, open enough, and embraces the whole world. If you don't support it, you'll be eliminated, which shows clear thinking.
2. Trump's address recently purchased 41,209,954,408 69,793,357,269 07,443,304,845, injecting a lot of confidence into the #defi sector. Yesterday, AAVE, LINK, and others performed quite well. Strong quality coins, once in hand, don't need to be worried about; they will naturally rise when cycles and trends come.
3. Last night, CZ tweeted that @travalacom's $AVA price surged over 400% in half an hour, which is quite impressive, but it's not recommended to chase highs in the short term.
4. The overall performance of the #MEME sector was average; last night, Chillguy artist @PhillipBankss's account was suspected to be hacked, first sending out a message about authorized IP, then pumping himself. #Chillguy’s secondary market also saw significant ups and downs.
5. The TikTok concept Meme coin APPLE's market cap surpassed $60 million, setting a historical high.
6. In the #desci sector, $uro's increase outperformed $rif, and it can be monitored if it can maintain this momentum.
7. The #AI sector performed generally yesterday, but the community is very FOMO. There are various types of AI emerging, and when choosing targets, it's essential to pay attention to the team's background and technical delivery capability. However, the AI agent token VIRTUAL on the #base chain has surpassed a market cap of $2.1 billion, creating a historical high again.
8. $HYPE has really caught the eye these days, with a surge in the secondary market sparking discussions across various communities. In the on-chain derivatives sector, there was DYDX, GMX, and now there's $HYPE; everyone can experience this smooth on-chain DEX.
9. The strength of $SUI can also lead you to pay attention to related ecosystems. $BLUE and HYPE are competitors, both working in the on-chain derivatives sector, which can be a focus area.
10. @RealFlokiInu and @animocabrands's $MONKY launched with a market cap touching $130 trillion, surpassing the GDP of many countries.
11. Vana announced the tokenomics of VANA, with a total supply of 120 million - initial supply of 30 million (25.1%). This is an AI data-related project worth paying attention to.
DOC: https://docs.vana.org/docs/vana-token-overview
12. Ethena may launch a new stablecoin product USDtb on December 16.

The two-day bear market has ended, and it's time to welcome the crazy imitation bulls! I have a feeling that by the end of the year, Bitcoin will break 120,000, and in January, it will surge to 150,000. The window for us to get on board is getting shorter and shorter!
The two-day bear market has ended. Last night, the CPI data was released, and both the broad and core figures, year-on-year and month-on-month, were exactly as expected. Although there was no surprise, it also means that there will be no unexpected interest rate cuts by the U.S. in December. The CME also indicated that after the CPI announcement, the market's expectation probability for rate cuts reached over 98%. This was the most important reason for the collective surge in U.S. stocks and the crypto market last night. In the U.S. stock market, there were also iconic events: the Nasdaq index created an all-time high (ATH), and the stock prices of Tesla, Amazon, and Netflix also reached ATH. These events greatly boosted market confidence. Additionally, the stock of MicroStrategy ($MSTR) is about to join the Nasdaq 100, and this is being discussed in the community. Bernstein believes that $MSTR is highly likely to enter this month. The day before yesterday, a Bloomberg analyst even provided the specific date for $MSTR's entry into the Nasdaq 100 as December 23, and the official announcement will be made this week. If this happens, the flywheel effect of $MSTR will accelerate, and more listed companies will follow suit to allocate Bitcoin, thus transforming into BTC banking businesses. This is definitely a potential big benefit hidden in the corners.

Crypto Daily Report * Important Information Not to Miss Every Day * December 6, 2024

1. Avoid playing contracts in a bull market. Last night, Bitcoin crashed from around 104,000 directly down to about 90,000, a drop of over 10,000 dollars, primarily clearing out leveraged long positions. It's easy to make money in a bull market, but if your risk awareness is weak, it's even easier to lose money.

2. Bitcoin's flash crash did not affect altcoins, which is a clear sign that the altcoin bull market has truly arrived. For assets you are optimistic about, be proactive in chasing the rise, but learn to take profits; otherwise, it's easy to get caught at the peak.

3. OpenAI will conduct a 12-day live streaming event, which will drive the entire AI sector. So pay special attention to AI-related memes and leading AI projects, such as $ACT $goat $ai16z $AVA $zerebro $virtual, etc. For CEX, you can pay attention to $fet $wld, and there are just too many options. However, I still prefer on-chain AI concepts.

4. A list of cryptocurrency projects invested by David O. Sacks, the new White House AI and cryptocurrency head, and his venture capital firm Craft Ventures: dYdX, Lightning Labs, River Financial, Kresus, Set Protocol, FOLD, Harbor, Handshake, Voltage, Galy, Lumina, Rare Bits.

This round mainly focuses on compliance in the U.S. and the meme sector, which has seen significant gains. Apart from dydx, the new head also expressed a liking for $ZRX and seems to favor the Lightning Network, so I estimate that the Bitcoin Lightning Network will make good progress next year. Perhaps the development of the Bitcoin ecosystem will rely on the Lightning Network to drive it forward next year.

5. BlackRock's IBIT has seen an influx of 2.5 billion dollars in the past 5 days, surpassing all ETFs in the market. Yesterday, the U.S. spot Ethereum ETF saw a net inflow of 434.64 million dollars.

6. Pudgy Penguins launched its native token PENGU, based on the Solana network.
7. On the public chain side, $sui is very strong. Meanwhile, we see that the ecosystem has seen Binance's token $cetus also perform well, which is the most basic logic.

8. #defi sector $ENS broke through 1 dollar. We mentioned this coin a long time ago, and if everyone kept up, there would also be good returns. Currently, strong coins in the DeFi sector include: uni, aave, ena, mkr, crv, link, etc.

The bull market is a game of hunting
The big players are the hunters, and the retail investors are the prey
First, they pump Bitcoin to activate the market
Then they pump a batch of 100X and 1000X on the chain to attract retail investors to enter, and when everyone's USDT is exchanged for altcoins locked on the chain, the big players' inventory on the chain is about to run out.

At this point, the big players go to pump the second level, today this one doubles, tomorrow that one triples, how can retail investors withstand it? They have no choice but to cut their losses on the chain and chase the second level, at this time the big players give you the second level's inventory back, taking back the chips from the chain that were sold at a loss.
After the handover, the big players pump the chain again, and retail investors see that just after they sold, it skyrocketed, and in a state of emotional instability, they will cut their losses again on the second level, going back to the chain...
And so after a few rounds
Retail investors are left with a handful of coins
The big players are left with a handful of USDT
The bull market ends.

Dear cryptocurrency investors, please choose your high-quality investment targets
$XRP

【Market Analysis】 Bitcoin is currently experiencing fluctuations, but altcoins have already ignored Bitcoin. The altcoin season is unfolding, and it's important to focus on altcoins; various coins will soar this month.
Regardless of what you trade, pay attention to the leaders. For example, in the #meme sector, focus on top coins like $pepe, $doge, $shib, $pnut, $chillguy, etc. In the #defi sector, pay attention to $uni, $aave, $link, $crv, $ens, etc. In the public blockchain space, focus on $sol, $sui, $algo, etc.
Three don'ts and one must: In a bull market, do not frequently change positions, do not frequently cut losses, do not trade contracts, and learn to take profits.

Crypto Morning Brief * Important Information Not to Miss Daily * December 3, 2024
1. Yesterday's pullback saw both longs and shorts explode; in a bull market, it's better to embrace spot rather than play contracts.
2. After the market pullback, it's clear that old coins are still in demand. $xrp $hbar $ada $link, etc., quickly rebounded and reached new highs. Looking at the trading volume on Upbit, these coins are being wildly fomoed by the Korean market.
3. Last night, CB launched #Moodeng, reigniting the meme enthusiasm. Also being fomoed by the market is $PNUT. The squirrel was previously featured in a picture on Instagram by CB, leading to speculation that it would definitely be listed on CB. For those unfamiliar with the squirrel, I recommend taking a closer look and understanding it well. Pnut has the right timing, location, and people; it's a very promising meme after doge and pepe, and it’s only a matter of time before it gets listed on CB and robbinhold.
4. On-chain memes may get another boost with the favorable news of CB listing Hippo, so keep an eye on that.
5. After the old coins are fomoed by Koreans, the market will look for other low market cap coins, so every coin will rise. There's no need to worry too much; just hold on.
6. The net inflow for U.S. Bitcoin ETFs is $353.95 million, with BlackRock's IBIT seeing a net inflow of $338 million.
7. Accompanied by the ATH of $ONDO in the #RWA track, this sector will continue to gain momentum. Currently, tracks like rwai, depin, and game have not made much progress, so they can also be a focus.
8. The U.S. government transferred 19,800 BTC ($1.92 billion) 9 hours ago, with 10,000 BTC ($962.9 million) sent to Coinbase. This doesn't necessarily mean a dump; it could be for custody.
9. The top traded coins on #upbit right now are: $xrp $doge $hbar $xlm $ens $ada $sand $btc $algo $link $avax, etc. For those interested, you can check the following address:
https://www.coingecko.com/en/exchanges/upbit
10. Coinbase has integrated Apple Pay into its deposit services. This is a significant event as it lowers the threshold for purchasing cryptocurrency, making the bull market next year unimaginable.
11. Co-founder of Magic Eden: ME token airdrop eligibility and distribution inquiries will open on December 4.
12. MicroStrategy has increased its holdings by about $1.5 billion, acquiring 15,400 BTC.

Cryptocurrency Industry News * Important Daily Updates * November 30, 2024
1. $XRP skyrocketed; this coin hasn't stopped since Trump took office. After more than three years of consolidation and silence, it reached a historical ATH in just four weeks, with a market cap over 130 billion, making it the third largest cryptocurrency globally.
Last night’s surge in $XRP was related to positive news, as Brad Garlinghouse confirmed that RIPPLE will become a major shareholder of SWIFT.
2. XRP is driving old coins; today, we've seen $hbar, $ltc, $eos, $iota, and others experiencing a crazy surge. The market is currently increasing valuations for old coins and high market cap coins, which are worth paying close attention to.
3. The NFT sector performed well over the weekend; part of the market's focus was on NFTs like Penguins, Bored Apes, Azuki, etc., which all saw an increase of around 20%. However, it is not recommended for retail investors to speculate on NFTs, as there are too many tradable and speculative assets in the market; you’re not lacking. NFTs are suitable for collection, not speculation or trading.
4. The meme market on SOL was not ideal this weekend, but it still couldn't dampen the enthusiasm for on-chain PVP, with many memes being created daily, but the quality ones are few and far between.
5. As new memes experience fluctuations, old memes performed well this weekend, such as $pepe, $doge, $shib, etc., all seeing an increase, and the current trend looks healthy, suggesting continued strength ahead.
6. $ETH is driving the entire ecosystem upward; last week, the inflow of funds into Ethereum's ETF exceeded that of BTC's ETF, which is enough to indicate that institutions and capital are paying attention to ETH. Therefore, ETH's rise will drive the entire sector, especially the DEFI sector, such as $crv, $zro, $cvx, etc., which all performed well over the weekend. Going forward, ETH will continue to push forward, and DEFI and other sectors will also keep soaring.
7. South Korea will delay the collection of a 20% cryptocurrency tax for the third time. This creates favorable conditions for cryptocurrency again, which is good.
8. $JTO will unlock approximately 135 million tokens on December 8, accounting for 103% of the current circulation, valued at around $507 million.
9. The derivatives sector $hype is soaring this weekend, with the market cap briefly exceeding $op; the entire DEX experience is indeed very smooth.
10. Bitcoin's market share has dropped to 56.75%, indicating that the altcoin season has begun.
11. BlackRock CEO: Bitcoin is an international asset that does not rely on any country's fiat currency.

How do I view Crypto + AI Agent?

TLDR:
AI Agent is an attractive narrative framework that combines AI generation, computing power, and intelligent agents, potentially creating new economic forms. Technological accelerationism drives the crypto community to embrace new technologies, even if these technologies are not yet fully mature; the crypto community is still keen to experiment. The practical application of AI is still limited; although AI shows potential in certain areas, the application scenarios of Web2 are constrained and have not fundamentally changed the way society produces.

The Charm and Challenges of AI Agents

From $VIRTUAL on Base to @myshell, the concept of AI Agents and the rise of MEME are astonishing. The combination of AI + Crypto is full of expectations, but most AI applications are still in the proof-of-concept stage, far from widespread implementation. The core advantage of AI Agents lies in their ability to automate decision-making and execution, but from Web2 to Web3, the maturity of technology remains an issue.

Technological Accelerationism and the Acceptance in the Crypto Community

The rapid changes in the crypto market make it easier to accept new technologies; AI Agents, as intelligent automation tools, could potentially become an important driving force in areas such as decentralized finance and smart contracts.

The Long-Term Prospects of AI + Crypto

As a believer in AI, I firmly believe that AI will replace many tedious human tasks, but I am not blindly optimistic about all AI Tokens. Where there is hot money, there is attention; although these projects may flourish in the short term, whether they can achieve practical applications and technological breakthroughs still requires more observation and validation. $ACT $WLD