STi克莱小汤

If you want to make quick money from investment, the basic outcome is to give away money,
If you want to earn long-term value from investment, it often may bring surprises instead.
If you want others to take over your investment, you will ultimately be swallowed by even darker hands.
If you want to learn and share together through investment, it will be easier to accumulate value and merit.

In short, you must be true to your conscience; only then can some invisible forces be activated in the midst of it all. This is also an interesting deep-level philosophy, the way of balance.

$BTC $ETH $BNB #加密市场观察

I’ve given the Binance team a lot of feedback on debugging and content risk optimization ideas recently—we can’t keep testing anymore. If we test any more, our account is going to get knocked out by the AI. Clearly, after testing, the overall traffic dropped off a cliff. And now this AI detection sometimes feels worse than real human trash.

It can even detect the author name as AI-generated 😂 What’s even more ridiculous is that after the AI plagiarized enough of my articles, it used the things generated from my articles and claims they’re “its own” generated content 🤔

$BNB $BTC

I took a look at the weekly charts of the mainstream coins. You can feel what crypto holders have gone through over the past five years 💦 Anyone who has been able to hold on continuously, or who has been trading high-frequency futures, probably got badly hurt. Except for the first few coins that touched the highs, everything else has been heading south (⬇️)

Hope this rebound can last a bit longer

$BTC $ETH $BNB

$ONT $ONG $GAS It’s been a long time since I got my hands on this set from the original little ant. It feels like back in 2018, those big hot public chains—especially many of the Chinese ones—have gone quiet.

Who will be the leading public-chain project for China’s future? Conflux? Their PR is too weak; it feels like for a more technical team, the PR is still a bit difficult.

It feels like a new era is just around the corner—an era that is extremely friendly to people with “super PM” thinking. At the same time, the coding ability requirements for ordinary people may continue to get lower, but the requirements for product quality control and feature discovery will keep getting higher.

Also, recently, there have been more and more detections of AI-generated content. There’s an interesting viewpoint: if my original article is taken by AI and used as a reference, and the entire paragraph is output word-for-word exactly as my original text as the reference content—would it then be detected by AI as AI creation?

Because of something like this, my friend ran into it on Claude. He analyzed the Telegram ecosystem, and the article Claude produced was entirely my written value-analysis content—an entire paragraph directly copied and quoted. 🙏

$BTC $ETH $SOL

With the further adoption of #Aİ , the value of blockchain will become increasingly important. In particular, the value of asset tokenization and authenticity verification will be further enhanced. The digital-gold status of $BTC will only gain more consensus—especially as traditional assets gradually move on-chain. The value of RWA will also cause the value of public chains to be re-evaluated $ETH $BNB NEAR, but the risk still lies in the project team’s own awareness and reliability. The era of project teams that are easy to make money has already passed.

Regarding #meme , I think these kinds of treats are inevitable, but they shouldn’t take up the majority. If market enthusiasm mainly depends on memes, then the industry’s recognition by large capital will be further slowed. It may be better if the share is below 5%—as a dessert only, not as the main dish.

《Three Things to Note Before Using AI》
With AI becoming increasingly widespread today, while we enjoy its convenience, we also need to stay clear-minded. Based on deep insights into human–machine collaboration, before using AI it’s best to give yourself a three-point preventive reminder:

1. AI’s hallucinations and puzzling overconfidence can sometimes affect people’s own judgment and inspiration
AI’s underlying logic is probabilistic prediction, not factual retrieval. As a result, it often confidently—sometimes in a very firm tone—delivers incorrect information. This false sense of authority is highly distracting and can trigger “automation bias,” eroding our ability for independent thinking, and even leading the valuable original inspiration into a dead end.

2. Today’s AI will most likely make mistakes, so you must never blindly trust it—no matter how advanced the model is, cross-checking is essential
No matter how top-tier the model’s technical metrics may be, it is still only performing higher-order pattern matching. It does not truly have logical understanding or fact-checking capability. Any output in critical areas (such as code, legal provisions, professional data, etc.) cannot be taken at face value and received uncritically—human cross-verification will always be indispensable.

3. AI can work wonders in the hands of a real expert, but in the hands of an amateur it may take twice the effort for half the result
AI is a capability amplifier. It amplifies the professional foundation the user already has. A true expert has the discernment to evaluate and the ability to spot fakes. They can leverage AI to boost efficiency quickly and also correct AI’s wrong paths in time, steering it onto the right track. By contrast, a supposed expert who blindly worships AI is likely to make errors so obvious they become a joke. But as AI continues to iterate in the future, these mistakes may become increasingly harder to detect—yet their potential to be fatal may be even stronger. #AI #Agent #AIGC $NVDA $AMD $INTEL

Treat AI as your digital alter ego or top-tier chief of staff, and under no circumstances let AI take the lead—especially right now, when the probability of AI “hallucinating” and “talking nonsense with confidence” remains high. Different models can also make “confident but wrong” judgments. Therefore, the stronger the model, the less you can afford to give up verification and final decision-making.

In the future, what will truly widen the gap between people won’t be who knows more temporary Prompt tricks, but who can design and solidify a stable human–AI collaboration system (Human-AI Operating System).

Define the division of labor interface:

#AI handles: information gathering, data organization, drafting, framework building, code writing, formatting, repetitive work, and multi-option scenario planning.

Human-only: timely feedback, strategic direction, value judgments, risk ownership, final decisions, aesthetic taste, ethical boundaries, and an understanding of the real world.

Create tailored system instructions (System Prompt): summarize your work standards and core principles into a规范 document and embed them into the AI’s setup. For example: “When analyzing a problem, first distinguish facts from inferences; any uncertain information must be clearly marked; no making up nonexistent facts merely for the sake of formal completeness; for important conclusions, always provide a verification path.”

Continuously iterate collaboration SOPs: after completing a difficult task each time, conduct a retro/review—where were communication costs highest? Why did the AI misunderstand? Which rules should you have told it in advance? Gradually build your own standard operating procedures. (To some extent, treating AI like a ‘digital puppy’ you need to train over the long term isn’t a bad idea: the clearer the rules you give it, the more likely it is to form stable work habits.)

#AI #AIAGENT

What box office is the issue—it's not really the point. My friend is actually right:
#牛来 This movie can get released in theaters—that’s the biggest problem. 🐂
A shoddily made film from a small team actually gets approved and released?

But $BTC $ETH $CFX and other industry bull markets have really not showed up in a long time, especially for Altcoins

Heal the world, make it a better place, for you and for me and the entire human race. Beautiful melodies are always healing. In this AI era, is there still such a song? 0.0 I haven’t heard a good original track in a long time. Not just in the Chinese-language music scene—seems like the whole world’s music industry has entered a collective bottleneck period. $BTC $ETH $BNB #AI

Don’t intentionally set traps for ordinary investors. That’s the basic quality of doing business; otherwise, even if the law doesn’t punish you, sooner or later there will be other unseen consequences. Looking back at recent events involving some wealthy people, most of them are related to issuing tokens that later went to zero.

It has to be said that this person’s background is really great—UC and Stanford MBA, Microsoft in 1999, and then encountering BTC in 2013 when it was around $50. It’s like a cheat-code kind of life resume.

But maybe this is also a kind of mystical trap. Such experience should have warranted low-key behavior, yet somehow it was extremely high-profile. Anyway, RIP. I’m not familiar with this person, so I won’t comment too much.

But the key and the foundation for the long term is: never bully people who are weaker than you. $BTC $MSFT

Any sudden explosive surge that happens without any notice or preparation space has nothing to do with you—just treat it as a fake trap 🪤. Because here, 99% of the time it’s like that. Just like with the listed companies before $TUT $BTC $ETH , buying coins was also like that.

Recently after watching the Eight Immortals, I thought of the theme song from The Adventures of Dong Yong. The lyrics in it are really classic. Especially that line: "I’ve traversed the green mountains; people are not old yet—while I’m still young, I have unspoken ambition and no sorrow." The melody is also very beautiful.

Turns out today, in a bookstore, when I was looking at Mao Zedong’s poems and lyrics, I saw the original source! These adapted lines—this is also a kind of attraction principle, isn’t it?

Projects that are genuinely technical and not very good at marketing only have one way: you have to reach the TOP 10-level. Only then will the media automatically go and look at your updates; but even if the media reports on you, it doesn’t necessarily mean there will be many KOLs, investors who know about you, or who follow and participate.

Especially in the Web3 space, there are too few investment banks and rating agencies. Not doing market activities makes it easy to get buried. But in the past four years in the crypto world, there’s been a “bug”: the core logic is reversed. Good projects need attention from the market, while projects that are just popular because the market is hyping them are not necessarily good projects.🙄 The biggest role of an exchange is also to help good projects—build true awareness and understanding, including through listing.

So for truly technical projects, the market team should actually be selected carefully. I’ve seen many former top-tier technical projects choose people for the marketing department, but it’s strangely irrational—people who don’t even understand how the industry plays.🤖

$NVDAB $ETH $ALGO

The I Ching is actually more suitable for experiencing the principles behind long-term change and the evolution of relationships. This kind of deep, systems-philosophy way of thinking can be very helpful for long-term investing.

While divination is one of the biggest functions of the I Ching, I still don’t recommend using it to divine short-term market binary fluctuations.

Take the Qian hexagram as an example. From “Hidden dragon, do not use” to “A dragon appears in the fields,” “A dragon leaps in the abyss,” “A flying dragon in the heavens,” and “When the dragon is at the height, there will be regret.” These are the line statements written by the Duke of Zhou, showing a rule governing change. The hexagram judgments written by the Duke of Zhou’s father, King Wen, are even more directly explicit: “Heaven moves with vigor; thus the gentleman ceaselessly strives.” In plain terms, you have to make yourself move and work at it.

So, if you take this valuable set of philosophical ways of thinking and put it into short-term fluctuation prediction—$BTC $ETH $BNB —to forecast changes over a day, 3 days, or 1 week, the evolution is too rushed. Your own emotions will be greatly affected as well. Predicting directly from the hexagram’s meaning is also too straightforward; it’s even less reliable than a YES OR NO coin. (Of course, when you’ve mastered the I Ching and your own intuitive, spiritual relationship with it lets you apply it freely, then you really can empower a coin to produce short-term results.)

Therefore, the longer the period, the fewer people ask about the same event, the smaller the influence of each other’s energy fields, the higher the accuracy; and the less your personal magnetic field affects the outcome.

According to reports from Coindesk and FN, on August 3, asset management giant BlackRock launched two tokenized money market funds at once, jointly with #RWA赛道 industry leader Securitize (SECZ) and Bank of New York Mellon (BNY), expanding its digital asset footprint in cash management. Both funds operate under Rule 2a-7 of the 1940 Investment Company Act, primarily investing in cash, short-term U.S. Treasuries, and overnight repurchase agreements backed by Treasuries, and both are intended to become qualified reserve assets for stablecoin issuers under the GENIUS Act.

The BlackRock Select Treasury Based Liquidity Fund (BSTBL), with a size of about $6.2 billion, will add $ETH Ethereum on-chain shares, while also building from scratch the BlackRock Daily Reinvestment Stablecoin Reserve Vehicle (BRSRV), aimed at stablecoin reserve management. This marks another expansion by BlackRock in on-chain cash management following the tokenized fund BUIDL launched jointly with Securitize in March 2024. 👍

Come on, the Web3 industry also needs public chains and related concepts other than $BTC to help drive the momentum.

Actually, what’s truly suitable for Koreans is just the compliant, regulated projects in the crypto world. Because the technology is still too early-stage, its “imagination valuation” won’t be directly tied to that quarter’s annual financial reports. $SKHY SK—when the imagination first starts, it really is exciting; leverage ETFs are pushed to the limit. But once a couple of earnings reports miss expectations, it’s inevitable that everything will blow up and crash back to its pre-imagination reality.

Lee Jae-myung has actually already sent Koreans a clear signal—during that TV interview, when a shirtless/selling-meat uncle publicly went on about his crazy gratitude to Lee Jae-myung. That was around the time close to the start of the World Cup in June. By then, Lee Jae-myung’s response was already implying it. $SAMSUNG

As for crypto, the key issue is that regulation needs to be increased for projects that primarily engage in malicious behavior. But the long-term durability of “imagination” may be better if it’s combined with AI. The marrow-washing process is still ongoing; the “pass the parcel with a drum” meme poison is too deeply ingrained. This kind of gameplay is only suitable as a dessert for a 1% allocation—it’s not suitable as a staple. The crypto space currently lacks the timing/pace for a main course beyond that $BTC . Once the main-course timing finally kicks in, it can revive.

It’s been over 20 days—let’s check and it turns out that’s indeed the case. For the next time, check again in 1 year, with a countdown of 365 days. $METAB

“The ‘King of the Sky’ has risen by a big wave, and these last ten weeks have been a bit rough, but I feel that in this new era there’s still a chance for him to turn things around. $NOK.US However, Nokia is truly a legendary ‘durable and hard-to-kill’ king. I thought it had been eliminated by the times, but looking back, there are a bunch of patents and new things, and even several hundred billion in market value as a backstop. #AI I don’t know whether its infrastructure can manage to turn things around in this new generation.”