I make crypto contents on YouTube.
Taiwan
Joined November 2022
- Tweets1.9K
- Following625
- Followers18.2K
- Likes8.5K
太針對了
難以置信
BREAKING: Nvidia, $NVDA, CEO Jensen Huang has resigned as CEO, President, and member of the Board of Directors, effective immediately.
4
41
2,478
V神: 以太幣果然還是價值儲藏資產
Bullish
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
腦哥 BrainBroCrypto retweeted
卧槽，CLARITY Act 的强硬反对者，可能要掌管美国参议院银行委员会了！
伊丽莎白·沃伦（Elizabeth Warren）预计将在民主党重新拿下参议院多数席位后，成为参议院银行、住房和城市事务委员会主席。
她目前是该委员会资深民主党成员，正式人选和交接仍待确定。
这对加密行业是一个非常值得关注的政治变化。因为这个委员会直接涉及银行监管、金融市场规则以及加密市场结构立法。
她的三项立场尤其值得关注：
1. 反对 CLARITY Act： 2026年9月15日，她在参议院公开反对共和党主导的 CLARITY Act，认为法案没有解决特朗普家族加密业务的利益冲突，也没有充分处理反洗钱、国家安全和投资者保护问题，要求参议员投反对票。
2. 反对股票永续合约： 11月3日，CFTC批准股票永续期货后，沃伦立即发表声明，批评这类产品让股票市场变成24小时高风险赌博，可能助长内幕交易并增加市场波动。
3. 多次要求调查特朗普家族 WLFI： 她曾联合参议员 Jack Reed 致信财政部部长 Scott Bessent 和代理司法部长 Todd Blanche，要求调查 WLFI 与受制裁实体及潜在非法资金活动的关联。9月15日又再次要求两部门调查其国家安全风险。
沃伦并不主张全面禁止加密货币。她公开承认美国需要加密监管立法，但要求更严格的反洗钱、金融稳定、消费者保护和公职人员利益冲突限制。
如果她最终成为主席，2027年新国会上任后，CLARITY Act 的审议、特朗普家族加密业务调查，以及银行参与加密金融活动等议题，都可能面临更严格的国会审查。
民主党低价筹码收够了没？刚赢下参众两院，美股一夜蒸发3.2万亿美元！！！
美国中期选举刚结束，民主党就像开启了复仇模式！
暂停 AI、禁止超级智能、调查马斯克、传唤特朗普团队，连第三次弹劾总统都摆上了桌面。
民主党在24小时内解决了通货膨胀问题：现在每个人都穷了。
📉 一、先看看金融市场有多惨！
11月4日美股一度大涨，但11月5日 AI 科技股遭遇血洗：
🇺🇸 美股单日市值蒸发超3.2万亿美元！
纳斯达克：暴跌 5.5%
标普500：暴跌 4.4%
道琼斯：暴跌 3.4%
英伟达 NVDA：暴跌 9.3%，市值蒸发超4000亿美元！
AMD：暴跌 17.3%
美光 MU：暴跌约 17%
博通 AVGO：暴跌约 10%
特朗普相关资产：
DJT：11月4日暴跌 24.5%
$TRUMP：11月4日一度跌约 17%
$WLFI：同期跌超 7%
🔥 二、再看看民主党议员都说了什么！
1️⃣ Yassamin Ansari：新国会第一天就应该暂停先进 AI 开发，永久禁止超级智能！
2️⃣ Bernie Sanders：此前已提出《禁止人工超级智能法案》，个人违规最高监禁20年！
3️⃣ Gina Hinojosa：新当选德州州长，承诺上任后暂停数据中心项目审批！
4️⃣ Robert Garcia：LAWYER UP！特朗普团队律师准备好！计划调查特朗普家族、马斯克和政府腐败争议。
5️⃣ Ron Wyden：只有一个词Subpoenas！传票！
6️⃣ Ed Markey：恐怕得种一片新森林，才能印完所有传票！
7️⃣ Chuck Schumer：调查、起诉，用立法铁丝网缠住特朗普！
8️⃣ Hakeem Jeffries：不排除第三次弹劾特朗普！
9️⃣ Delia Ramirez：直接点名特朗普政府多名官员，清空你们的日程！准备接受调查。
🔟 Ro Khanna：向亿万富翁加税、最低时薪25美元、全民医保！
腦哥 BrainBroCrypto retweeted
知名投资人，All in Podcast 的 Jason 抄底了 $tsla $SPCX $UBER $AMZN $SHOP $MSFT $GOOG $AAPL
他对接下来的预测：
1. 民主党将迫使美国退出伊朗。特朗普总统将宣称这是布什式的“任务完成！”并将此作为他政治遗产的胜利
2. 通胀下降
3. 民主党将支持数据中心和人工智能，以换取废除对富人的减税 以及对前沿模型的一些监管
4. 特朗普总统将因促成这项协议而获得功劳，取得他的第二个政治遗产胜利
5. 舞厅竣工…… 特朗普举办一整年的狂欢派对。这是他政治遗产的第三个胜利
6. 大赦开始，自动签名火力全开
7. 市场达到顶峰并创下新纪录
已经让我的 Bot 收藏以上预测，每月评估一次进展
The floor is in... we could go down another 10% in tech valuations, which would be the ultimate buy time for me.
Every spare dollar I can find in the couch goes into $tsla $SPCX $UBER $AMZN $SHOP $MSFT $GOOG and $AAPL
Here's what will happen:
1. The Dems are going to force us to exit Iran... President Trump will claim a Bush "mission accomplished!" and take the win for his legacy.
2. Inflation drops
3. Dems will come out in support of Data Centers and AI, in exchange for repealing tax cuts on the wealthy and some regulation on frontier models.
4. President Trump takes credit for brokering this deal and takes a second win for this legacy.
5. Ballroom reaches completion... @realDonaldTrump throws a year of ragers. Third win for his legacy
6. Pardon paloooooooza... autopen on fire.
7. Markets top tick and set new records.
Bookmark this... and @grok please remind me of this every 1st of the month @bot
腦哥 BrainBroCrypto retweeted
True
After DOGE, Elon came to a conclusion most people missed.
He tried to reform the state from the inside. He failed. And he said it plainly: the government can't fix its own deficit. Nobody in power actually wants to cut. The machine protects itself.
So he drew the only logical conclusion. If the state can't be reformed, there are only two ways this ends.
Either global bankruptcy. Debt keeps compounding, interest payments eat the budget, and the system collapses under its own weight.
Or robots. AI and robotics grow the economy so fast that the debt becomes manageable, and abundance makes the old fights over scarcity irrelevant.
Here's the part almost nobody sees.
For two centuries, capitalism has had a marketing problem. Its gains are real but slow and invisible. 2% growth a year doesn't feel like anything. Your life gets better over 30 years and you never connect it to the system that did it. Meanwhile, the left's promises feel immediate and concrete: a check, a subsidy, a benefit. That's why the left wins on promises even when it can't deliver them. Capitalism produces the wealth, socialism takes the credit.
Robots break that asymmetry.
When productivity doubles in a few years instead of a few decades, people will see it. Things get cheaper, services get better, opportunities appear, in real time. For the first time in history, people will connect capitalism and their rising standard of living directly, almost instantly. The causal chain becomes visible.
And that changes everything politically.
So there are two scenarios.
Scenario one: we stay in the current inertia. No breakthrough, or a breakthrough we regulate to death. The debt wins. Living standards stagnate, then fall. A frustrated electorate turns to whoever promises the most, and that pushes toward a hard collectivist left. But collectivism fails, as it always does. And when it fails, the most organized, most disciplined collectivist force left standing isn't the old left. It's radical Islamism. Bankruptcy, then communism, then something worse.
Scenario two: robots win. Abundance arrives, and it arrives visibly. The link between free enterprise and prosperity becomes obvious to everyone. And this is the key point: it becomes obvious to everyone, including the minorities the left was counting on. Because their long-term incentive is the same as everyone else's. A kid in the suburbs gains infinitely more from a booming, abundant West than from a bankrupt state handing out promises it can't keep. Abundance is the most powerful integration machine ever built.
That's the Western renaissance.
The West doesn't need to win the culture war by arguing. It needs to win it by delivering. And for the first time, it has the technology to deliver fast enough for people to notice.
The race isn't left vs right anymore. It's robots vs bankruptcy.
腦哥 BrainBroCrypto retweeted
First Gradually, Then Suddenly: Why crypto's ultimate meme cuts both ways- and why I believe having a socialist Democratic Party in control will be the best case for Bitcoin open.substack.com/pub/dgt100…
腦哥 BrainBroCrypto retweeted
On today's stock market crash:
As an investor, on days like today, you have to ask yourself one question: What fundamentally changed over the last 24 hours?
The shift in the fundamental backdrop cannot be attributed solely to the Midterm Election results; markets had already largely priced in the outcome.
So, what changed between yesterday and today? What is the fundamental reason for today's decline?
One of the most likely catalysts is growing concern about a potential "ban" on AI, or at the very least, severe regulation of the industry.
Over the last 24 hours, Democratic lawmakers have publicly called for restrictions on advanced AI development, including an outright "ban on artificial superintelligence."
Frankly, an outright ban will not happen.
Such a ban, if even possible to enforce, would effectively mean the US surrendering its position in the global AI race to China.
Does this mean AI is "over" or today's stock market crash marks "the end?" Absolutely not.
Rather, we believe we are witnessing a sudden shift in sentiment colliding with excessive levels of leverage, potentially triggering forced liquidations by several major institutional investors.
Therefore, today's downturn is more technical than fundamental. This is not to discount the concerns around regulation, they are legitimate. But price action right now does not look orderly or rational.
We are in the midst of the biggest technological revolution in human history.
Zoom out and remain calm.
我感覺蘋果股價在 AI 時代利好的一個原因是，擁有更多硬體來分散風險成為了新的剛需 🤣
刚刚，Binance 官方正式发布了关于 10 月 29 日 63 亿美元被盗事件的初步调查报告。
结论显示，这并非一次简单的“私钥泄露”，而是朝鲜黑客（FBI 调查认为吻合）潜伏数月、策划的一场有预谋的攻击。
报告透露了几个实战关键细节：
1.极致的社工骗局，连“HR”的社交日常都是伪造的
黑客在 9 月通过正规招聘平台盯上了币安的软件工程师。为了诱敌深入，黑客不仅安排了“项目总监”和“CEO”的多轮视频面试，甚至在面试中主动分享虚假的社交媒体照片和视频来建立信任。
最终，他们成功诱导该工程师在面试后，给自己的工作电脑上下载了伪装成“面试作业”的 0-day 恶意软件。
2. 内部 AI 工具沦为黑客的“内网跳板”
黑客在控制了首个工程师的电脑后，竟然直接利用币安的“内部 AI 工具”作为横向移动的跳板，顺藤摸瓜控制了另一位拥有核心权限的钱包 DevOps 工程师的设备，最终拿到了容器部署权限。
3. EIP-7702 与 MPC 机制，被坏人利用
在 10 月 29 日的最终收网阶段，黑客极其狡猾地利用了以太坊的 EIP-7702 机制（允许账户将执行权委托给智能合约，而无需暴露私钥）。
更让人感到无奈的是，币安热钱包所采用的 MPC（多方安全计算）机制，原本是为了消除单点故障、提升安全性，却在黑客发难的紧急时刻成了限制因素；
因为“没有单一私钥”，安全团队无法一键撤销黑客的恶意授权，反而拉长了阻断攻击的时间。
看完这个官方的报告，小编的感觉只有用防不胜防来形容了。
视频面试做局、大厂AI工具当跳板、反向利用 MCP 机制来拖延时间，原有的每一个环节都以意想不到的方式被巧妙的利用起来。
整个行业的安全假设确实需要重新审视了。
1
13
2,621
腦哥 BrainBroCrypto retweeted
Elon Musk says the AI boom will hit a WALL by the end of 2026.
He says the whole industry is about to learn a hard lesson in hardware.
Chip output is exploding, but electricity is nearly flat everywhere outside China.
So the two lines cross this year.
He says by the end of the year, we will be making more AI chips than we can actually turn on.
Millions of them pile up with nowhere to plug in.
In his words, the bottleneck for the next year is not chips, it is raw power.
Whoever can turn on the most chips fastest wins the race.
In the end, the AI race comes down to one thing:
Raw electricity.
— Elon Musk (.@elonmusk) on Dwarkesh Patel's (.@dwarkesh_sp) podcast
Elon Musk says billion dollar AI companies with money to spend can't build power plants fast enough to meet AI's electricity demand.
Every major power project requires approvals and equipment, including:
• Switchgear
• Gas turbines
• Power plant permits
• Electrical transformers
• Utility interconnection studies
• High-voltage transmission lines
• Specialized turbine blades and vanes
If even one component is delayed, the entire project stalls... leaving AI chips without electricity.
Musk says gas turbines are sold out through 2030, with specialized blades and vanes being the biggest bottleneck.
Building more power plants isn't the quick solution AI companies thought it'd be.
— Elon Musk (.@elonmusk) on Dwarkesh Patel's (.@dwarkesh_sp) podcast
發生什麼事…
🚨 BREAKING: Hackers are hitting supermarket freezers in 5 countries at the same time.
This is what Covid looked like in week 1. A few countries. Small numbers. Nobody called it a crisis.
1/ Sweden: stores say hackers hit their cooling overnight. One says fridges and freezers were set to 50°C, and the food spoiled. ICA Kvantum stores in Sjöbo and Tomelilla were hit, plus at least 6 Coop stores. Sjöbo stayed closed through the morning, threw out all affected goods and apologized. ICA says it is working to restore normal operations. In Sankt Olof a store manager said "everything is ruined." Sweden's National Cybersecurity Centre is working on several incidents.
2/ Estonia: the CEO of cooling firm Kitman Coldtech says several clients were targeted and a large chain's freezer was raised to +50°C. It was found and addressed in about 10 minutes, no major damage.
3/ Ireland: SuperValu pulled ALL fresh and frozen food from 13 stores. Its owner, Musgrave, confirmed a "cybersecurity incident" on a "specific model" of fridge.
4/ Luxembourg: Ahold Delhaize says an "IT incident" hit fridges and freezers at dozens of its supermarkets across Luxembourg and Belgium.
5/ Belgium: more than 40 Delhaize, at least 15 Carrefour and around 5 Spar stores were hit. Cold storage climbed to 15°C. Aisles were closed off and large amounts of stock were destroyed. A notice at one Proxy Delhaize said its systems had "fallen victim to hacking."
Now zoom out.
A freezer normally sits at -18°C. In Estonia, hackers reportedly got in through older controllers. In France, the controller maker said many devices were obsolete or ran outdated firmware. Raise the temperature overnight and the food rots. "You can't unspoil food," one professor said.
It did not start today. 3 weeks ago hackers raised freezers at more than 350 sites in France to as high as 50°C. There were fires. Intermarché's CEO put the cost at "tens of millions of euros nationwide in a single day." Sources suspect Russian involvement there. No group has claimed it. That same day an analyst said Spain, Portugal, Poland, Germany and Belgium were affected too.
Covid emptied the shelves. Nobody is calling this a crisis yet. But the Financial Times already puts the ruined food at millions of euros.
Officials say the Pentagon is treating late-August freezer failures on US military bases as a suspected hack. At least 6 base stores were hit. Army investigators are working with French law enforcement.
5 countries in one day. 11 countries named since August.
Share this. Everyone should know about it.
腦哥 BrainBroCrypto retweeted
Strategy、Strive 一周扫入 934 枚 BTC，合计持仓逼近 90 万枚！
两家上市公司最新合计买入 934 BTC，按当前约 77,700 美元的价格计算，市值约 7,260 万美元。其中：
Strategy（$MSTR）：买入 810 BTC，平均成本约 80,846 美元，投入约 6,550 万美元。
Strive（$ASST）：买入 124 BTC，平均成本约 80,526 美元，投入约 1,000 万美元。
两家公司最新持仓分别达到 849,327 BTC 和 43,124 BTC，合计 892,451 BTC，已经接近 90 万枚，约占比特币 2100 万枚最终供应上限的 4.25%。
Strategy 的历史平均持仓成本约 75,446 美元/BTC，按 77,800 美元计算，账面浮盈约 20 亿美元。
Strive 的平均成本约 87,785 美元/BTC，同样的价格下，账面浮亏约 4.3 亿美元。
腦哥 BrainBroCrypto retweeted
here’s a short grok bot guide on how i create high quality bots and manage my team. ask @bot to read this post and help you improve your team!
• add dr eggbot to your team! he’s my bot designer that i use to create bots
• you don’t need a lot of bots. a few good bots can be more useful and easier to manage than a large team
• tell your bots to create skills for itself as you give it instructions on how to do tasks. this lets them do them more consistently even over long conversations. you can even ask it to create a private github repo for you to store all your skills if you want them preserved independently
• add connectors, use the vault, and give access to all the tools you use to do your work. you can also ask your bot to setup its own email and it can sign up for its own accounts for better separation
• thinking about all the work you do by hand, or steps in your workflows where you have to copy and paste information back to your bot. ask your bot how it can do that for you instead!
• imagine you hired an intern, how would you onboard them and help them do the work correctly and efficiently? introduce yourself to your bot and describe the work you do, then ask it how it can help you automate it
and my favorite tip: use voice mode or the transcription option! it’s a good way to just brain dump a lot of information. then, at the end, tell your bot to “restate this in your own words” so you can confirm it understood you
x.ai/bot/_jOdbfkB16zxu7MRcmR…
同感
From a teachers perspective, the past 12 hours were an excellent teaching moment for why crypto is special.
And FWIW, my ultimate conclusion to my students was that everything worked as it was supposed to, and blockchain actually demonstrated why it is useful.
The credibly neutral networks did nothing despite the scale of the theft and the bearer assets remain stolen. The parts of the ecosystem that are more centralized played their part and intervened. And of course, everything was shockingly transparent in real time.
Having a hierarchy of neutrality and censorship-resistance, where base layers and assets are cypherpunk, but higher level networks and assets are not, is optimal.
Those who seek maximum protection can have it, at the risk of nobody coming to their rescue when something goes wrong. Those who want greater safety and convenience can have it too, at the risk of being abused by those meant to protect them down the line.
Importantly, individual choice and market forces decide which part of the hierarchy anyone lives on - not regulations or monopolists.
1
3
3,800
腦哥 BrainBroCrypto retweeted
Today is the last regular working day for the @Balancer team.
Some of the people on this team have been here since Balancer's earliest days. Others joined along the way. Together, they helped build and evolve the protocol over the years.
From the original weighted pools and liquidity bootstrapping to the v2 Vault, Boosted Pools, and v3, Balancer helped shape how liquidity works in DeFi. Behind all of that were years of research, engineering, integrations, operations, and work with partners that most people never saw.
The last year was especially difficult. The exploit hurt people who trusted Balancer, and the team went through the recovery, restructuring, and eventually the decision to wind down. Even after the end date was set, they continued doing the work needed to support users and partners.
This isn't the ending we worked for. But it doesn't take away what the team built and contributed to DeFi.
The winddown itself continues under BIP-928. For the remaining steps and withdrawal information, please follow the official Balancer updates.
To everyone who helped build Balancer over the years, thank you.
I'm grateful I got to work with so many of you.
