BruceBlueXBT

In the mansion of the Frontiner building in San Francisco, the party under the night is changing flavor.

There is no champagne tower and no drugs here. Accompanied by low-key party music, a group of tech elites is gathered around the table, skillfully mixing a white powder from China with sterile water, then injecting the needle into their abdomen.

This is not a drug use scene; this is Silicon Valley's latest social totem: the Peptide Party.
Extreme regulatory arbitrage: 1/10 of the price

Why are Silicon Valley elites scrambling for Chinese peptides? The core lies in extreme calculations of efficiency and cost. In the United States, legitimate GLP-1 drugs (glucagon-like peptide-1, such as Wegovy) are hard to come by and can cost over a thousand dollars a month. However, if purchased directly from Chinese factories through gray channels, the research-grade raw materials only cost between 10 to 100 dollars, a tenth of the legitimate price. Customs data corroborates this frenzy: in the first three quarters of 2025, the amount of such compounds imported by the United States from China doubled to 328 million dollars. Although it is labeled strictly forbidden for human use, it is precisely this that they see as a delicacy.

Preface
Sulaiman has been fired. This former core engineer of xAI touched Musk's sore spot by saying too much in an interview.
👉 The interview video is as follows, please watch it as soon as possible to avoid deletion: https://www.youtube.com/watch?v=8jN60eJr4Ps&t=41s
But thanks to his unfiltered speech, we finally saw the trump card of xAI. This is not a step-by-step product roadmap, but a war plan filled with violent aesthetics, gray areas, and wartime logic. Musk did not intend to roll model parameters within the established rules with OpenAI and Google; he wanted to flip the table directly.

Preface
As a practitioner in the investment industry and also a practitioner of Crypto and Vibe Coding, my core demands for AI tools are actually very simple and straightforward: fast (information retrieval), accurate (assisting judgment), and actionable (taking concrete steps).
Mainstream tool scan
There are countless tools available on the market (as shown in the picture): Cursor, Grok, Gemini, Claude, and Manus all have their strengths. However, in this era of scarce attention, blindly piling up tools will only waste time and money.
Introduction to mainstream AI tools
Through practical exploration, I have summarized a set of combo punches for maximizing ROI. Here, I share three configuration schemes and the workflow logic behind them.

A statement from the founder of Kaito has sealed the coffin of the wild era of InfoFi.

Twitter cutting off the API is essentially putting a gun to its own head. This is not just a matter of active evolution; it is a passive, bloody struggle for survival.

Combining the sense of fate from Qimen Dunjia with the cold logic of business, I will take Kaito, and even the entire InfoFi track, for a diagnosis.
1️⃣ The Disillusionment of Traffic Illusion: From Business K to Club

What did Kaito used to be like? Like a noisy decentralized traffic wholesale market. As long as it's an individual (even a script/bot), retweeting or interacting gives a chance to receive an airdrop.