聚焦 Web3 研究交流与实务讨论:数据、投研、产品、合规与市场观察。理性、高信噪比。

HongKong
Yesterday, the US Senate tied at 49–49. A single bill failed to pass, and $287 million was liquidated within an hour. Where exactly did the "CLARITY Act" get stuck? And what does it have to do with the money in your wallet? 👇
Article

What’s the Deal with the CLARITY Act, and Why Should You Care?

You’ve probably seen quite a bit about this lately: the US introduced the "CLARITY Act," promising to establish clear rules for cryptocurrency. Then, on the night of September 15 (US time), the bill

2
2
1,483
Liquidated for $40B in July. Married Anthropic’s Chief of Staff in August. Back in the market with $315M in AI call options by September. Leopold Aschenbrenner is trading on the ultimate alpha: Pillow Talk. 👀👇
Article

40 Days After a $40B Blowup, the "AI Stock God" Is Back

Remember Leopold Aschenbrenner? The 25-year-old "AI Stock God" who got double-slaughtered by Wall Street long/short squeezes on the eve of his wedding in late July, forcing his $40+ billion portfolio

1
1,630
We spent years auditing code to make blockchains secure. Then hackers realized: why break the vault when you can just trick the guy holding the key? 2026's biggest DeFi hacks aren't exploits. They're conversations.
Article

The "Big Shot" Pitching You Investments on Video Might Not Even Be Human

If you've recently received a message from an "investor" wanting to chat about a blockchain project, don't celebrate just yet. Their profile picture looks polished, their résumé is impressive, their

1
1
1,530
Eight years of brotherhood. A blockchain with seven addresses. Six of them were actors. Di Shi dropped tens of millions on fake Ethereum. If even a top influencer gets played like this, what chance do the rest of us stand?
Article

An Influencer's Eight-Year Nightmare: The Ethereum My "Brother" Sold Me Was Fake

A livestream, late at night in 2026. Di Shi sat in front of the camera, looking terrible. This man who once dominated the livestreaming world dropped a bombshell on his audience of hundreds of

4
1,883
Either way, this market never runs out of stories — what it runs out of is people who survive long enough to hear the ending. If you didn't get liquidated on August 19th, you're already winning. So tell me — did you catch both sides, or did you get swept?
Article

Why Did Gold and Bitcoin "Spike" on August 19th?

Bro, did you catch what happened on August 19th? If you were watching the screens, those fat green candles must have blinded you — gold and crypto collectively went vertical, shooting straight up like

1
1,538
Every word you feed AI costs money. It's called a Token. Big Tech is racing to sell them, but the real fortunes go to those who don't. Raw Tokens are becoming dirt cheap; "Token + use case" is where the money is. Can you sell them? Are they worth it?
Article

What the Hell Is a Token? Where Does It Come From? Can Regular People Sell It? Is It Worth Anything?

Bottom line first: A Token is the "kilowatt-hour," "gallon," or "cubic meter" of the AI age. You use electricity at home—the meter spins and counts kilowatt-hours. You use AI—the model spins and

1
1,718