這群幣圈蟑螂忙了半天，啥都沒有😂😂

🤨🤨🤨

原本 SPCX 是準備要暴衝的，結果現在一堆幣圈的傻屌搶著買，這估計又要被市場教訓了

Shoutout to @claudeai for launching Fable 5. Before this, I actually had to put in effort to use up my 5-hour limit. Now I can get myself rate-limited after a handful of messages and enjoy the remaining 4 hours and 47 minutes touching grass. Remarkable efficiency 💪

I asked for a token of appreciation. They sent me a $gram.

That wraps it for Computex 2026 in Taiwan. Great time meeting new friends, and thanks to Jenson for making these two weeks interesting.

Computex 一堆叔叔阿姨們是來幹嘛的啊？每個人手上都大包小包，去展位上也不聽人家說話，就要贈品😂😂😂 太多人了… 我不要再來了

I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago. Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it. Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food. Days like these, even more than usual, I feel like the luckiest kid in the world. Love you all! ❤️

For years the pitch was simple: Bitcoin is just leveraged Nasdaq. This week the S&P printed its 11th record high while BTC broke $66k. Oof

Each Vera Rubin system runs nearly 2 million parts across ~150 Taiwanese suppliers. Everyone watched Jensen's keynote. The product was built by a hundred firms his audience can't name. The island is the machine 🇹🇼

Microstrategy will NEVER* sell Bitcoin *unless the dividend’s due.

We don't need that negativity in life.

The interesting thing about Opus 4.8 isn't the coding score. It's that Anthropic is now marketing honesty as a capability. For three years the race was "what can it do." The new race is quietly "can you trust what it says it did." Different game.

For 2 years the pitch was "this cycle is institutional, that's why it's safe." This week a single entity dumped $1.3 billion of BlackRock's bitcoin ETF through a dark pool. Turns out the adults in the room have an exit too. They just use the one you can't see.

Today's vibe: Dow printed an all-time high (50,644) while Bitcoin broke $73k and oil can't decide if there's a war. Risk-on and risk-off holding hands and pretending it's fine.

全世界第五大市值，靠一家工廠撐著 🇹🇼

SpaceX is going public at $2 trillion with a share structure that gives Elon Musk the votes and you the downside. The AI unit it bolted on burned $7.7 billion last quarter alone. To justify the price by 2035, analysts say it needs to out-earn every company that exists today.

Claude Code: PR #42 is up and CI green People who vibe code: (Merge to main without reading it)

The King is back