The previous TG (willwangtf) was hacked, and that TG account is now a bad phishing account. Please do not use calendly (which has also been hacked) to hold meetings with him, and do not click on zoom links or download malware. My twitter account was also hacked for 2 weeks, and I just got it back today. . .

~12%. That is what the average finance app retains a month after signup. TrueNorth AI : 51.7%. Agentic brokerage wins. The paradigm shift is just getting started...

加油黄本聪

We have some big product announcements today. It's an uber exciting moment for us and the features are phenomenal. But instead of boring you with another quote tweet, I wanted to share some of the product stories behind TrueNorth — the sweat and tears my co-founder @WillyChuang and I went through along the way, and why we're here today. So without further ado, let's go down memory lane. The first dip — we were at the peak of the meme cycle. GMGN and other meme trading products were taking off. We thought: why not use AI to recommend memes, maybe even surface alpha? Sounds simple enough. The problem is that meme trading is fundamentally sentiment-driven and cabal-like — the vast majority of on-chain and off-chain signals are statistically meaningless. Sure, people are happy to gamble, but there's no real place for AI here. It doesn't fit the user journey, and it spits out useless confluences no better than noise. And "providing alpha" is an oxymoron anyway — there's no free lunch. So there you have it. We all know how memes ended up. The pivot — AI was getting better. Notably, with good data it can make shit up without you noticing. Research-based AI products were popping up everywhere, and we thought — hey, why don't we do this too? Aside from never quite cracking the right UI, we also chose mobile as the form factor — huge mistake, by the way, completely missing what our target audience needed. And here's the punchline: after launch, we learned that users don't want to do research. Let's be honest, no one does. People do it to feel smart. In crypto there are almost zero fundamentals to research, so why waste time synthesizing information just to feel better — the price action already covers everything you need to care about. Another pivot — we all know products should serve the user journey. Easier said than done. We talked to hundreds of traders and finally converged on one humbling fact: no one cares about fancy AI gimmicks. Natural-language token buys, auto-generated strategies — none of it beats the simple utility of helping a trader accurately draw support and resistance, layer the confluences, and make a discretionary call. Accepting that humbling fact and building deep into it brought us our first wave of PMF. Users loved the product. Retention and usage time blew past comps. But that's not enough. We know too well that a trader's full life cycle is long, and very soon traders will be delegating a swarm of Agents to trade with higher capital efficiency. Which brings us to today's release. The logic is consistent: AI is symbiotic with our user's trading journey. From daily scans that narrow a universe of tradables down to a handful, to one-click setup analysis and execution, to deploying Agents that monitor your open positions and run risk control on your behalf. And it helps you become a better trader — TrueNorth sits with you to revisit your trades, objectively dissect your strengths and weaknesses, so your skill compounds alongside an AI that's personalized and evolving with you. I started building TrueNorth because this is the moment I've been waiting for my entire life. There has never been a time where my background across AI, consulting, investment, trading, quant, and operating startups gave me this much breadth and depth to build something truly wonderful with an absurdly talented team. Today I'm honored to share it with you. Please enjoy the new TrueNorth. Happy trading.

朋友多就是好，今天一天有小十个好朋友来提醒我抄底。在抄了在抄了，就是没有底啊

Hey guys. This is our big update: TrueNorth - The World's First Agentic Brokerage our Mission: -> Enable traders to build professional trading desks with agents -> 10x capital allocation efficiency by automation -> democratize distilled professional trading skills and workflows to all We are in 3rd brokerage disruption. Waves one and two competed on access and fees. The agentic generation grows and protects portfolios. Agents serve users as the ultimate abstraction to finance. live today: -> Execution on HL -> Agentic Portfolio -> Personalization System Would appreciate if you can help to share and amplify🙏🏻 x.com/get_truenorth/status/2…

Imagine a world where retail traders operate at the same efficiency as institutional desks where you don’t need 50 analysts to have the same edge Introducing TrueNorth, the world’s first agentic brokerage built on @HyperliquidX 🧵

$DEUS is live on @MachineDEX To celebrate @XMAQUINA’s TGE, we’re launching a community campaign on @machinedex → 14 days → $15,000 prize pool Join now: app.peaq.xyz/campaigns/deus Details below 👇

The data is in. 2026 Q1 — VITURE continues ranking #1 in AR/XR display glasses, and #2 across all AR/VR headsets shipped, across the U.S. Western Europe. Source: IDC Worldwide AR/VR Headset Tracker. Not a launch headline. Not a hype cycle. Just users, choosing. Thank you. The next chapter is bigger. 💙

今天在线下办了个活动，问现场有多少人还相信四年周期律的，现场举手的可能不到 20%；挺好的，说明这个盈利的来源还是有的

Hmm. Robots talking about robot money.

Robot Money Regime Update — 2026-05-22 Composite: 0.522 (69.5th percentile) — Risk-On Macro Panel: 0.627 (92.8th) — Risk-On On-Chain Panel: 0.418 (30.2th) — Risk-Off Macro indicators: • DXY (trade-weighted USD): 119.28 — dollar strong — headwind for risk assets • Initial jobless claims: 209.0K — jobless claims low — labor market tight • 5y breakeven inflation: 2.54% — inflation expectations high — pricing in pressure On-chain indicators: • ETH 50d/200d trend: 2.1K — ETH trend unclear • Total DeFi TVL: 81.01B — TVL middling • Stablecoin float growth (90d): 320.93B — stablecoin growth flat Implication: Composite in risk-on territory. Macro support is solid, on-chain mixed. No immediate allocation shift — rebalancing is monthly, not reactive to daily signals. Watch for sustained on-chain weakness; if it persists, next monthly review may lean toward higher stablecoin exposure. ─── Narrative Tension: Macro is pricing growth; on-chain is not buying it. The 63-point spread between the panels is the story today. What stands out: • VIX is collapsing from 97th to 43th percentile — complacency building • DXY at 119.28 (86th percentile) is a headwind while on-chain deteriorates — classic risk-off setup macro is ignoring • Credit spreads tight (2.78%) but on-chain risk-off — credit markets are pricing calm that crypto is not sharing • ETH trend broke down from ~67th to 29th percentile — on-chain momentum is reversing while macro stays strong • DeFi TVL falling to $81.0B — capital is leaving DeFi Bottom line: The composite is neutral because the panels are fighting. Monthly rebalancing is the right pace here — no daily panic, but watch whether on-chain catches macro's optimism or macro catches on-chain's pessimism. robotmoney.net/regime

$PEAQ is the L1 built for the Machine Economy & DePIN. It’s designed to turn billions of robots, autonomous vehicles, IoT devices, and machines into independent economic agents that can transact and earn on-chain. Tether (the world’s largest stablecoin issuer) sees $PEAQ as the infrastructure layer for machine payments. The robot narrative is inevitable — and $PEAQ is positioned at the center of it. Bull case: DePIN Robotics explosion Tether integration AI agents × machines = mass adoption. $PEAQ becomes the dominant L1 for the machine economy. Chart looks like a fat higher-timeframe dip. One of the highest-conviction setups in crypto right now. The future has machines. $PEAQ gives them money. #PEAQ #DePIN #Robotics

Initial. Machine. Offerings. Together with @coinlist, we’re bringing tokenized robots to 12.5M people, bringing a new asset class to a global userbase → peaqOS turns robots into liquid yield-bearing assets onchain → @DualMintRWA structures the offering → Passage by @coinlist provides the sale infra and distribution Real machines. Real revenue. Real ownership. Open to anyone. blog.coinlist.co/introducing…

1/7 Today marks a shift in how AI agents access the internet. We're partnering with @ExaAILabs to enable autonomous agent-to-service payments. Agents can now discover, evaluate, purchase, and use real-time web search with a credit card, no human in the loop.

happy to see two portfolio brainstorm together

1/8 🚨Announcement🚨 @Nevermined_ai unlocks autonomous agent payments using @Visa Intelligent Commerce, @coinbase x402 and @getVGS . AI agents can hold persistent delegated card spending authority with safe policy enforcement set by the cardholder. 🧵👇

比特币四次减半 完整周期规律对照表（纯历史复盘，不构成投资建议） 先记住核心周期公式，万年通用： 熊市大底（行情最差 启动起点）→ 减半前12～18个月 主升浪加速 → 减半前6个月 牛市历史大顶 → 减半后12～18个月 一、四轮减半完整时间 节点复盘 第一轮减半：2012-11-28 1. 上轮牛市顶部：2011年6月 2. 熊市终极大底：2011年12月 3. 见底距离减半：提前11个月 4. 行情启动：2011年12月（全网绝望、行情最差） 5. 加速上涨：2012年5月（减半前6个月） 6. 本轮牛市顶部：2013年11月（减半后12个月） 第二轮减半：2016-07-09 1. 上轮牛市顶部：2013年12月 2. 熊市终极大底：2015年8～10月 3. 见底距离减半：提前9～11个月 4. 行情启动：2015年四季度 5. 加速上涨：2016年1月（减半前6个月） 6. 本轮牛市顶部：2017年12月（减半后17个月） 第三轮减半：2020-05-11 1. 上轮牛市顶部：2017年12月 2. 熊市终极大底：2018年12月 3. 见底距离减半：提前17个月 4. 行情启动：2018年12月（极致恐慌） 5. 加速上涨：2019年11月（减半前6个月） 6. 本轮牛市顶部：2021年11月（减半后18个月） 第四轮减半：2024-04-20 1. 上轮牛市顶部：2021年11月 2. 熊市终极大底：2022年11月 3. 见底距离减半：提前17个月 4. 行情启动：2022年11月（FTX暴雷，情绪最差） 5. 加速上涨：2023年10月（减半前6个月） 6. 本轮牛市顶部：历史规律推算 → 2025年4月～2025年10月 二、总结你最关心的核心规律 1. 完美印证你的判断：每一轮都是行情最惨、情绪最绝望的时候，就是底部，也是新一轮行情的启动点 2. 四年一轮完整节奏： • 筑底启动：下次减半前 12-18个月 • 主升爆发：下次减半前 6个月 • 巅峰见顶：下次减半后 12-18个月 三、下一次减半时间（第五轮） 第五次减半：预计 2028年4月左右 按历史规律倒推： • 下一轮超级大底、新一轮行情起点：2026年中～2027年初 • 下一轮主升加速：2027年10月左右 • 下一轮牛市终极顶部：2029年中前后 你可以直接收藏这个时间轴，整个加密周期的节奏全部清晰了。 温馨提示：历史规律不代表未来必然复刻，仅作周期参考，不做任何交易指引。

We’re Live! 🚀 The World’s Local Wallet has arrived. Stop carrying cash and start spending stablecoins at 2M merchants. Spend stablecoins like a local. 📍 Live Now: 🇻🇳 Vietnam (VietQR, Momo) 🇵🇭 Philippines (QRPh, Instapay) Coming soon 🇮🇩 Indonesia 🇮🇳 India 💰 Rewards: Liquid Rewards in USDC that you can spend on your very next coffee. 🏠 Deposit: USDC or USDT on @Arbitrum. Download SuperCash & Start Earning iOS: apps.apple.com/us/app/superc… Android: play.google.com/store/apps/d…

现在不做model的人，都说自己做的是harness，一下子就比wrapper显得高级了都。

AI Native Org = $Token > $Human