Anitttttta

100 years ago, 1 US dollar was approximately equal to 1.6 grams of gold.
And on the actual US dollar note, it says "The Notes Legal Tender For All Debts, Public and Private" — "This is the legal tender for all debts."
From the earliest Bretton Woods system, the United States defined its dollar hegemony with especially strong gold reserves.
As a result, the decline in US gold reserves compared to global gold reserves led to the Nixon Shock in 1971.
Now, with Trump's constantly changing tariff policies,
Gold is no longer an investment asset but has become a core weapon in the global power strugg

Cursor will eventually be replaced by Claude
The essence of an IDE is a compiler. Coder can write code directly using Notepad, or by command line. By using command line directly in Claude Code, many Cursor users have been eliminated.
IDE interaction is not the core; the essence is the backend compiler. The compiler itself is also a piece of code, involving syntax trees, syntax analysis, and so on. This environment can be internalized and learned by large models. In the future, there will be no need for compilers; large models can directly incorporate code, so IDEs like Cursor will no longer be

If Anthropic's rebellion succeeds, then Dario would be the founder who successfully offended both China and the US.
But rationally speaking, ultimately both sides should compromise to an acceptable level, after all, Claud is too powerful and has played a key role in the US-Iran conflict.

For the crypto world, Singapore and Hong Kong are parallel.
Singapore addresses three major pain points:
1️⃣ TVL, which still has many OGs and old money / asset management here
2️⃣ Exchange listing resources, which are unavoidable when discussing listings
3️⃣ Investment institutions, with top global companies often having a presence in Singapore
Hong Kong mainly handles:
Compliance + DAT + payment issues

A few days ago, I took a proper break and caught up on a week of crypto news. Seems like nothing major happened...

A standard circulating within the engineering team is: as long as the steps users need to complete a task can be reduced, it indicates there is room for product evolution.
—— The business opportunity for all AI products.

Recently, two articles have been very popular.
Charles I. Jones (Stanford GSB + NBER, a top economist specializing in long-term economic growth, writing for the academic community) in his paper "A.I. and Our Economic Future" offers the judgment: AI will significantly change the economy, but the process is likely to be gradual.
His framework emphasizes "weak links"—economic growth depends on the most difficult-to-automate parts of the system, so even if AI boosts the efficiency of many tasks by 10x/100x, GDP may not immediately surge in tandem.
Growth will come, but slower than market exp

This chart is very interesting!
Red represents AI programming, yellow indicates paid AI usage, green stands for free AI usage, and gray signifies no AI usage.
The source is a post shared by Benjamin Tannenbaum, who based his calculations on the total population of 8.1 billion (2026) forecast distribution, including 1.3 billion AI users (about 16%), with 15–25 million paid users and 2–5 million code scaffolds.
This huge gap is enough to prove that in the future, the group that is skilled at utilizing AI will far surpass those who do not use or have not been exposed to AI.

Many people haven't realized that AI is not just a track; it is restructuring the entire valuation system.
1. Anthropic crashes SaaS, everything software, sell.
When customers find that 80% of functions can be completed using model APIs, they will no longer be willing to pay for complex, expensive, per-user SaaS systems.
2. ByteDance crashes Hengke, sell anything related to ByteDance competition.
The efficiency gap will be amplified infinitely.
ByteDance's algorithms, traffic distribution, and commercialization capabilities combined with AI will make customer acquisition costs and monetization

These days, we're not operating for now. Just focus on preparing for the New Year.

Speaking candidly after a few drinks. Jensen Huang got excited at Cisco's AI Summit
1 The speed of AI evolution is 1 million times faster than Moore's Law, meaning AI has become infrastructure rather than just a technological enabler
2 Currently, we are in implicit programming, not relying on programmers to write code step by step in explicit programming. This means the entire computing system—from chips, networks, storage, security to software and tools—needs to be upgraded
3 In this era, companies should not focus on ROI. If you can calculate it, it means you've already been eliminated by th

Looking at the words spoken by kings before their death throughout history in the "Zizhi Tongjian," we can understand what truly matters. White Emperor City. The year 223 AD. Liu Bei was gravely ill. He called Zhuge Liang to his bedside. He said a passage that is recorded in Volume 17 of the "Zizhi Tongjian," and it is very famous. “Your talent is ten times that of Cao Pi; you will surely bring peace to the country and accomplish great deeds. If my son can be supported, support him; if he is unworthy, you may take the throne yourself.” Your talent is ten times that of Cao Pi; you will definite

The market has reached this stage, and the most important thing is to stop fantasizing — Bitcoin can be left untouched, adhering to long-termism — keep enough cash flow — don't spend too much remaining time in the crypto space, let AI be AI, focus on eating, drinking, learning, recharging, and working diligently.