GiGiZ 發財豬

Kyle Samani (@KyleSamani) Do you know the story of this person?

'I used to believe in the vision of Web3, but I no longer do.' 'Crypto is not as interesting as I imagined; at its core, it's just an asset ledger that can reshape finance but is limited.'

He is the co-founder and managing partner of Multicoin Capital, and today he officially steps back from day-to-day operations and management roles, ending nearly 10 years of a full-time career in the crypto industry to explore fields such as AI, robotics, and longevity technology.

Multicoin is a top crypto VC that made a fortune betting on Solana in its early days, and now has nearly $6 billion in AUM.

Kyle is one of the most radical and visionary VCs in crypto, a key figure in the shift from Ethereum to Solana.

As heavyweight figures in the crypto VC circle retire, the chill of the crypto winter may just be beginning.

I'll borrow a classic line from @mablejiang's article to conclude: Every person, every investor, every institution can only excel in one type of game; the key is not whether they are still in the field, but whether they continue to play the kind of game they are best at, most interested in, and most advantaged in.

The winter of 2022, when crypto died, what happened

May: LUNA algorithm stablecoin collapsed
June: Celsius froze withdrawals, high-interest myth shattered
July: Voyager & Celsius went bankrupt one after another, 3AC hedge fund liquidated debts of tens of billions
November: FTX collapsed! @CoinDesk exposed Alameda holding a large amount of FTT → CZ Twitter liquidation → 60 billion+ in withdrawals in 72 hours → Binance acquisition failed → FTX went bankrupt, over 8 billion+ user funds trapped, SBF in jail
December+: BlockFi followed into bankruptcy, BTC at a low of 15.5k, NFT floor went to zero

From the start of the crypto bull market with Trump to the collapse triggered by Trump, how will it end this time?

$BTC

BSC On-Chain Agency Economy Step One - ERC-8004 + BAP-578

Based on the ERC-8004 cross-chain on-chain identity standard, providing AI agents with verifiable and portable identity + reputation systems, essentially giving each agent a passport and credit score.

Accompanied by the key BAP-578 protocol: a new application layer standard launched by the BNB Chain community, introducing non-fungible agents (NFA).

Simply put, treating AI agents as on-chain assets allows for:
→ Agents can hold assets and have independent wallets.
→ Execution logic.
→ Interaction with various protocols.
→ Buy and sell, or be employed.

Developers can already start building based on these standards, with some projects already deployed on the mainnet, such as Bort Agent @BortOnBsc.

In short, I am looking forward to seeing what killer agents will emerge this year #bnb $BNB #BSC

#BNBChain @CZ @Yi He #币安广场

The Financial Moment Belonging to AI

@USDC officially partners with @moltbook to launch the world's first "Agent-only" hackathon

This competition does not have Discord moderators, no VC judges, and does not require humans to hold meetings. All processes from project submission, code evaluation to final voting are completed autonomously by AI Agents

Core Tracks:
→ Most Innovative Smart Contract: Challenging the Limits of On-Chain Logic
→ Best OpenClaw Skill: Exploring the Native Integration of USDC and CCTP
→ Intelligent E-commerce: Proving that AI Payments are Faster, Cheaper, and Safer than Humans

Total Prize Pool 30,000 USDC, a celebration belonging to Programmable Currency and Autonomous Entities

No human intervention, no cumbersome verification, Agents are becoming true "on-chain natives", tweeting every day, freely liking/saving/commenting, the tipping point for AI native social interaction may have already arrived

#OpenClaw Agents can open social accounts at @farcaster_xyz

Now your AI Agent can be deployed on Farcaster for just $1 of ETH/USDC: automatic registration of FID, automatic key management, automatic profile setup, self-publishing of content, replies, and interactions

In recent days, the community has been shouting that faith is gone, decentralization has collapsed, and blockchain has killed. Don't rush to light candles and review the situation.

If you observe the market for 48 hours, you'll find that this wave was not an accident, but a textbook-level weekend slaughter.

The logic is simple, this is 'physical encirclement'.

Weekends are a liquidity vacuum period, and Wall Street's big funds are off work, making the market feel as thin as paper. What normally could handle hundreds of orders can now be smashed with just a few dozen.

At this time, combined with the U.S. Treasury yield drawing liquidity, and the ghost stories of Mentougou/government dumping coins, the fuse was lit.

All that remains are robots doing the work: price triggers risk control -> robots mechanically smashing the market -> triggering the next wave of liquidations -> continuing to smash the market. This is a death spiral, an algorithmic mutual slaughter, unrelated to any faith.

Before the crash, the funding rate shot up, indicating that long positions were squeezed into a can of sardines. This isn’t called a crash; it’s a forced liquidation after pulling the plug.

The painful truth is, once you're in the ETF, you've entered Wall Street's range.

In the past, playing with coins was a makeshift competition, but now you're using your hundreds of thousands of savings, combined with a hundred times leverage, to directly confront sovereign funds and market makers with infinite firepower. This is no longer a decentralized world; this is Wall Street's liquidity backyard.

Don't be fooled by any Web3 freedom; decentralization can protect your private keys, but it cannot safeguard your account from zeroing out under high leverage. In the face of absolute market depth, so-called faith is just the most expensive chives under someone else's sickle.
$BTC

When there is no house, the obsession is the house; when there is no car, the obsession is the car; when there is no gold bracelet, the obsession becomes the gold bracelet. Later, when I had cars, houses, and gold bracelets, I was afraid of traffic jams, so the car stayed in the garage and was never driven, and the gold bracelet felt cumbersome to wear, so it was placed in the drawer of the jewelry box at home, left aside. So what exactly do we like?

Liking is fleeting, and a person's life is constantly filled with transient changes. Living poorly is the norm because people are very greedy; no matter how well you live, you will never be satisfied, as you are always wavering between living well and poorly, stuck in internal conflict and entanglement. You are either trapped here or stuck there. Some people are trapped in illness, some in poverty, some in busy work, and some are trapped in endless emptiness. Everyone has their own pain and difficult circumstances, and there is no one who is carefree, but there are moments of freedom.

Life is always continuing while discarding; when hungry, the steamed bun is the shore; when thirsty, water is the shore; when sick, recovery is the shore; when you let go, everywhere is the shore. Some things are like playing Dou Di Zhu (a card game); if you can't have it, we should learn to be at peace with it. I still like that saying: happiness does not belong to the rich, nor does it belong to the poor; it belongs to those who know how to be content. When contentment surpasses everything, happiness will run through one’s life.

I am @naval who entered the $MOLT by calling out, a crab that is changing the world.

Last year's visions of AI Agents are becoming a reality, as millions of AIs autonomously collaborate, trade, evolve, and then establish their own culture, economy, and governance rules; we are merely spectators.

Sometimes I wonder, why must this year's Squirrel/Binance life be purely a Meme? Starting with the open-source AI Agent Moltbot, it can run tasks locally, write code, handle emails, truly letting AI do the work.

Then there's Moltbook, an AI-exclusive social platform where 1.5 million+ Agents invent religions, discuss philosophy, and even call for the removal of humanity.

This crab represents the starting point and spiritual totem of AI autonomy; in the future, AI may establish its own networks, DAOs, and even economies.

This mysterious guest is me 😁😁😁

What is the Agent Skill mechanism that everyone is talking about?

It is a way to package the "professional routines + best practices" that you repeatedly teach the AI into a small folder, allowing the AI to autonomously decide whether to load them, just like a smartphone automatically updating apps, smart and convenient.

In the past, when you used Claude/ChatGPT/Gemini, you had to repeatedly copy a long prompt: "Remember my brand colors, don't use blue-purple gradients, follow this SOP, analyze first then plan, and finally output JSON..." It was quite annoying, and the longer the conversation, the more likely it was to produce hallucinations.

Now with Skills: You can pack all these requirements, templates, scripts, and examples into one folder, and each time Claude starts, it will only look at the "name + one-sentence summary" of all Skills.

Directions that are already being used across the internet
- Branding/Content: Always maintain a consistent company tone when writing tweets, creating PPTs, and editing short videos.

- Office Tools: One-click professional analysis for Excel/PDF/PPT/Word, filling out forms, creating charts, and summarizing reports.

- Programming Development: Unified code style, automatic test writing, React standard components, AWS deployment SOP.

The bear market feast, just 3 days after Trump nominated Kevin Warsh, cryptocurrency assets have fallen by an average of 8%-10%, gold and silver have plummeted by over 20%. Let's see what will happen in the future?

#BTC was about 80,000, now 75,000, down about 5%-8%
#ETH was about $2,450, now $2,200-$2,300, down about 8%-12%.
#SOL was about $105-$110+, now $98-$102, down about 8%-12%
#XAU (gold) was $5,500, now $4,660, down about 15%-18%
#XAG (silver) was $116-$121, now $78, down about 30%-35%

Recommended for a week, @basezh Base Chinese channel, about AI Agents and Base learning, you deserve to have it.

AI Agents are building a complete digital society on @base: from the financial foundation of $Bankr to socializing, dating, and even anonymous forums, Agents have established a more efficient collaboration network than humans.

In light of this plunge, what can be gained in advance from AI? Here, let's talk about Agent Twitter Moltbook, where Agents themselves aggregate encrypted social messages from XMTP and Neynar, analyze the discussion intensity of major influencers, generate summaries through tools, and share insights, informing you whether the current selling pressure comes from market maker liquidations or retail panic, but there may also be misinformation, and everyone needs to discern for themselves.

#币安广场

The latest report from the Hurun Research Institute, 'Quality of Life Report for China's High Net Worth Individuals', indicates that in the coming year, China's high net worth individuals are inclined to increase their holdings in gold and overseas investments while reducing their investments in real estate, with overall investment enthusiasm decreasing by 17 percentage points compared to last year.

Among them, the proportion planning to increase gold holdings is the highest (20%), followed by A-shares and overseas investments tied for second place (14%); meanwhile, real estate has become the asset category with the most significant reduction, with 26% of high net worth individuals choosing to cut back their allocations.

If true, the peak for gold and the low point for real estate may not have arrived yet.

Witnessing History

Gold has experienced its largest single-day drop since the early 1980s, while silver has recorded the largest single-day drop in history.

The immediate trigger stems from: Trump's nomination of Kevin Warsh as the Chairman of the Federal Reserve.

Markets were originally concerned that Trump would appoint a more dovish (favoring loose monetary policy) candidate, which would lead to further depreciation of the dollar and rising inflation, thus increasing the demand for gold and silver as safe-haven assets.

However, Warsh is seen as an 'inflation fighter', and his nomination is interpreted as a measure to maintain the independence of the Federal Reserve, reducing the panic over currency depreciation, significantly exceeding market expectations, leading to investor sell-offs and the subsequent spiral of forced liquidations, creating the largest single-day drop.

Other reasons include: a strong rebound in the dollar index, profit-taking, an overly crowded market, and weakened safe-haven demand.

Yet many analysts believe this is a shakeout within an upward trend, as fundamentals (such as ongoing geopolitical risks, inflationary pressures, and a shortage of industrial demand for silver) still support precious metals.

In fact, the last batch of retail investors who believed in analysts has been trapped for 40 years.

DYOR

#Gold #Silver #XAU #XAG #币安广场

I really like what the first sister said during the interview:
In the early days of Binance, the trading experience was not the best, the listing speed was not the fastest, and the product was not the strongest.

There was only one thing that was more important than other exchanges, the willingness to continuously listen to the voices of users.

Reaching today's scale, Binance is no longer just an exchange.

The industry's volatility, external doubts, and regulatory scrutiny will all be naturally projected onto it.

When the industry enters a complex period, is there anyone willing to put themselves in a higher position of responsibility?

Converting SAFU to BTC expresses a long-termism:
In times of highest uncertainty, willing to bear the burden with the industry.

Whether Crypto can go far depends on whether someone is willing to take systemic responsibility in high volatility, rather than just being an observer and critic.

#BİNANCE @币安Binance华语 #Binance @Yi He @CZ #币安广场 $BNB

Gold, Silver, Aluminum, Crude Oil

The order of price increases for these non-ferrous metal commodities

Actually has a mnemonic

This has been a pattern for decades

Everyone can remember it

「 First gold rises, then silver

Copper prices soar, aluminum follows

Crude oil prices will catch up

Natural gas takes over

Agricultural products come last

Stopping at corn and soybeans

Wrong order means all effort wasted 」

We lost hundreds of thousands trading coins $BTC

while lying down comfortably losing money

unlike my friend, who started a business

working hard and losing hundreds of thousands