Why is the crypto circle only talking about AI now?
After scrolling through more than 100 tweets, half talk about AI, and the other half talk about AI Agents / The old folks are starting AI discussion groups / The newcomers are posting AI meme coins / Projects are all labeling themselves with AI tags
Meanwhile / BTC is in a sideways trend, no one is discussing the halving / L2 is cooled down, no one is mentioning new public chains / Memes, aside from those related to AI, are basically lukewarm / Only AI remains, still generating new stories every day, new projects coming out with price increases every day
One can only say that AI is the current consensus lowland in the crypto market.
AI Agent has completely blown up~ The Virtuals and Clanker autonomous agents on the Base chain are trending every day, and the decentralized AI economy is about to take off~
NVIDIA GTC Huang's large conference dropped heavy news, every software company in the world needs a set of OpenClaw strategy.
OpenClaw has become the fastest-growing AI framework in history since its launch, allowing AI to grow claws, remember context, call tools, and self-evolve, working for you 24/7.
Huang Renxun directly stated that this is like Windows was for PCs back in the day, now OpenClaw is to the personal AI era~
NVIDIA released NemoClaw on the spot, an enterprise-level reference architecture, one-click to complete OpenShell, network isolation, and security mechanisms, large companies finally dare to run these claws on the cloud, locally, and on RTX machines.
The conference theme directly hit on Physical AI, Foundation Models, and Agentic AI, new chips, and robot demos were all showcased.
This is not an upgrade of chatbots, but a turning point where AI truly comes alive, moves, and earns.
We used to say AI changes the world, now Huang directly kicked the door open, every software needs to grow claws, evolve by itself, and make decisions by itself.
Crypto players are also enjoying it, using your AI agent to monitor the market 24 hours, automatically arbitraging DeFi, executing contracts across chains, that is no longer a tool, but your digital avatar.
Open source allows retail investors to enter with zero barriers, while the enterprise version locks down security, this wave directly pushes Agentic AI from concept to being usable by everyone.
SHIB has been issued for 3 years, and there are still new wallet addresses added every day
Each generation has its own legends; why are there still so many people continuously entering the market for the previous legendary coins? Can the faith in memes really transcend bull and bear markets?
From an unknown nobody to a market value of 100 billion, and then back to dust
Now, three years have passed, and every day new investors are still buying in, with wallet addresses continuing to grow
On-chain data tells you: an average of 200+ new wallet addresses are added daily, with total holdings exceeding 1.55 million
$SHIB vitality, much stronger than you can imagine
As long as there is still a belief in getting rich quickly, new people will continue to come in and keep increasing their positions
The project team has long since run away, but the community is still functioning well; this is the original form of Web3.
Have you heard of the most clandestine green glove transactions in the entertainment industry? In a world controlled by capital, love is often a commodity with a clear price.
White gloves are used for money laundering, while green gloves actually wash the baby.
This scheme is wilder than a melodramatic short drama: a female star gets pregnant, and if the biological father is a capital mogul who cannot be revealed, what to do? Find a struggling, eager-to-rise male star to take over.
This is not marriage; it is clearly project delivery. The male star exchanges resources for fame, the female star maintains her persona and secures her job, and the mogul remains hidden as the financial backer. The child can be registered openly. This is hitting four birds with one stone, every step is a carefully calculated deadlock by capital.
It's all acting; why take it seriously? You’re still touched to tears by the public announcement of marriage, while they are close to fulfilling their contract. Half a year to unload, two years to divorce, the process is complete, and they go their separate ways.
Don't believe in any fairy-tale love; it's all scripted. In this transaction, dignity and feelings are costs that can be sacrificed, and only benefits are the eternal KPIs.
Everyone in the entertainment industry knows the unspoken rules; top stars turn against each other, show transactions, and those rotten debts that have been covered up in the entertainment circle are alarming in reality.
In this fame and fortune arena wrapped by capital, the fairy tales we see are merely scripts that have long been written.
This year's narrative may have truly changed, small coins offer more opportunities than Bitcoin
Recently, I've seen many people discussing this, so I'll share my thoughts Several traders I know have made their profits this year from small coins Bitcoin has barely moved; it's not that Bitcoin is bad, it's still the best anchor But to make big money, you still need to find small coins in the new narrative
At this position for Bitcoin, there isn't much fluctuation The space has been locked down by consistent expectations Small coins are different; many are going from 0 to 1, and the space can be opened up
To be honest, I'm not that great at picking coins Mainly, I'm a diamond hand; once I'm in, I rarely exit But if the overall direction is right, picking correctly once can cover several losses
When playing with memes, the win rate isn't important; the risk-reward ratio is the most crucial Of course, the risks are high, 90% will go to zero You must control your position and only play with money you can afford to lose in small coins
Lastly, let me say, the market is alive Just because last year's logic was correct doesn't mean this year's logic is still right Follow the profit-making effect, and don't hold onto old concepts
When the market environment is poor You should learn more, watch more, and act less Look into some new directions
American college students borrowed $8,645 in student loans After several years, they have repaid a total of $7,450 They still owe $8,750 You read that right, they have repaid more than they borrowed and owe more than they initially repaid
If calculated with an annual compound interest of 8%, the funds would take about 9 years to double. Many repayments are not of the principal but of the interest, and it's the interest on the interest!
This is a debt trap that many people can never escape from in their lifetime Compound interest has never been a miracle for the poor, it is a miracle for the banks.
I was awakened again today by international news. Oil prices surged to $99/barrel, and with the outbreak of war in the Middle East, the global supply chain is shaking vigorously. Should miners' electricity costs rise? Should those energy concept projects in DeFi wake up?
Executives from American oil giants rushed into the White House, warning the Trump administration that the Iranian oil crisis could worsen further.
CEOs of ExxonMobil, Chevron, and ConocoPhillips stated in a meeting last Wednesday: If the Strait of Hormuz gets blocked again, one-fifth of global oil transportation will be directly halted, oil prices will keep soaring, and there will soon be a shortage of refined oil.
No matter how loudly Trump shouts "drill baby drill," digging a few more wells domestically won't help in an emergency; the measures from the White House cannot hold in the short term.
This situation carries the taste of reality hitting stocks in the face. When geopolitical issues flare up, the lifeline of energy is in the hands of others. In the short term, oil companies might make a fortune, but when global economic inflation rises, consumers, the stock market, and the cryptocurrency world will all suffer.
However, from another perspective, this may not necessarily be a bad thing for us crypto players. High oil prices = high inflation expectations, and $BTC as digital gold might soar along, as it has already rebounded to 73600 today.
Miners need to quickly calculate electricity costs. On-chain projects related to energy, such as those related to oil and gas tokens, might seize this opportunity to emerge?🤔
In short, the signal for crisis escalation has already been lit. What do you think? Should we quickly stock up on safe-haven assets, or focus on oil price-related opportunities to buy at the bottom? Let's discuss in the comments section~
Human nature, English is human nature, talking about innate nature
But when looking at it in Chinese, the character '性' often represents 'money'
You see, human nature needs money, gambling nature needs money, sexual nature needs money Now even gender topics have become a means of monetization
To put it bluntly, in the financial market, sometimes digging deep into project fundamentals, studying K-line charts, or analyzing chain addresses, actually has limited effect
Ultimately, what matters is the ability to see through '性': that is to say, the drive for profit
Looking at air drop pricing, looking at issuance price levels, is nothing more than betting on the project's 'human nature'
When you encounter someone wanting to build a long-term business, you can catch a ride When you meet someone wanting to cut and run after a quick profit, you become the cost
This is often not just a matter of 'wanting money', it's even a game of 'wanting money or wanting life'
Human nature is enough to make people split, to betray all cognition, otherwise why is the most profitable business in the world always exploiting human 'gambling nature'?
The crypto world certainly has its 'toxicity' The accounts can actually be clearly calculated: when you see KOL calling a certain price, you should have a scale in your heart, based on this calling price, lowering it by 50%, is likely their true cost price.
I have two principles: I don't do things that harm others without benefiting myself, and I don't do foolish things that harm myself to benefit others
See clearly '性', calculate clearly the accounts, don't let your own greed Become the sacrifice of someone else's 'human nature' monetization.
Circle has been so strong lately, calling on all Agents to adopt USDC for payments
Narrative: Mainstream payments with stablecoins + AI Agent payment explosion
The most compliant stablecoin, USDC has a circulation of nearly $78 billion, surpassing $USDT by more than 2 times in mainstream payment levels (64% market share). Institutions and payment giants (Visa/Mastercard) have integrated USDC for instant settlement. As the preferred choice for institutions, reserve interest + high trading activity drive its revenue and profit growth
AI Agent payments are almost entirely in USDC, with 140 million transactions over the past 9 months totaling $43 million, 98.6% settled in USDC, averaging only $0.31 per transaction, with over 400,000 active agents
No wonder @Circle promotes that it is not a stablecoin company everywhere, now priced at 110+, I think it's a bit too high, DYOR
Multiple reports confirm that on March 13, buildings in areas such as the Dubai International Financial Centre (DIFC) were affected. Specifically, after the Iranian drone/missile attack was intercepted by the UAE air defense system, debris struck buildings in the Central Business District, causing smoke to rise, minor facade damage, and localized fires.
Over the course of a week, Dubai's real estate index plummeted by 20%. Is it time to buy the dip in Dubai real estate?
Major players have already begun to take action, but after surveying the market, it turns out that there are currently no discounts for beachfront properties. The stocks of real estate developers listed on the DFM, such as Emaar, have declined, but this does not reflect the actual property prices in Dubai.
From the Iranian drone debris that hit the office buildings in Dubai's CBD last week to the new attack debris striking buildings yesterday, property prices remain unchanged, and daily trading continues as usual.
In other words, why would those who truly own luxury properties in Dubai need to be in Dubai?
A crack strangling the global throat: Why can a single statement from Iran collapse the stock market?
Iran just moved its lips and announced the possibility of closing the strait, and the global stock market immediately collapsed as if it had been paralyzed, why? Because the Strait of Hormuz is not just a crack on the map, but also the sword of Damocles hanging over the global economy. Once this strait catches a cold, your wallet will definitely get pneumonia.
✒️ This is not just oil; it is the oxygen pipe of industrial civilization. Just a glance at the data reveals how terrifying it is: 1/5 of the world's oil and over 1/4 of the liquefied natural gas have to squeeze through this narrow 39-kilometer waterway every day. This 39 kilometers sounds quite wide, but the navigable channel is actually only a 3-kilometer-wide single bridge.
The implementation of the digital yuan, is it a blessing or a curse for the cryptocurrency world?
Many brothers in the circle see the digital yuan and their first reaction is resistance, feeling that it is here to monitor the cryptocurrency world, and even worry that this might completely close off our paths. This kind of thinking is too one-sided. From the perspective of the country and compliance, the digital yuan is not only an upgrade in payment but also draws a life-and-death red line for the cryptocurrency world. So, is this a blessing or a curse for the cryptocurrency world?
1. The compliance wall of the national team: sealing off the gray areas What is the biggest pain point in the cryptocurrency world? Deposit and withdrawal. In the past, everyone used USDT as a medium, thinking they could bypass regulation, but what happened? When the freezing of cards came, how many people returned to the starting point overnight.
👀 $TAO This line has never been interrupted, the narrative of AI + Crypto returns the most benefited players
Nvidia open-source AI agent platform, $TAO leads the way, currently around $230 Subnet ecosystem has just completed a milestone, 72B parameter large model training, completely decentralized, no whitelist, anyone can participate
Translation: TAO subnet has stock market-level infrastructure, but with crypto-level returns
Why does TAO have value in this round of lobster fever? - Technical aspect: Breakthrough resistance area of $200–$220, completing a double bottom formation, analyst target pointing to $270+
- Application scenarios: The electricity market in the AI era, whoever contributes computing power and models makes money, with no centralized giant monopoly
- Scarcity: Total supply of 21 million, halving has passed, with over 75% locked up, as soon as demand rises, it can easily surge
- Institutional recognition: Entered the top list of the AI sector, alongside FET and $NEAR. In addition, the related ETF applications from Grayscale and Bitwise are still progressing
Comparison to BTC in the AI era
*Not an advertisement *Not investment advice *DYOR
GetClaw is incredibly fast, taking just 5 minutes from start to output BTC morning report
No need to find BotFather to configure TG, just one click to chat and work
Recommended a few targets, which happen to be what I'm paying attention to
$TAO, Lightning protocol upgrade + Grayscale trust compliance + xTAO institutions holding large positions, AI track narrative + fundamentals driving both sides
$HYPE, the absolute leader in on-chain derivatives DEX, protocol income is real, no VC unlocking pressure, community narrative continues to ferment
$AAVE, Reddit mentions surged by +300%, the most solid valuation among DeFi blue chips, lending protocol income is stable, large elasticity under DeFi recovery narrative
*not an advertisement *not investment advice *DYOR
Claude has bridged Excel and PowerPoint This time it's not just about adding an AI assistant
What is the real change? Previously: After finishing the model in Excel, switch to PPT, re-explain the data background, repeatedly provide context Now: One conversation, continuous progress across files, no need to redo
Now Claude can fully take on the role of a financial analyst. The previous pain points from data modeling, valuation analysis, creating the deck, and sending it to MD, every node in the entire chain was switching tools and realigning. Now the friction in between has been directly eliminated
The video demonstrates how Claude interacts with Excel and PPT to ultimately produce a complete deck.
China's Yushu G1 directly crossed to Japan to become a cyber monk?? 😂 Hahaha, laughing out loud
Did the great master transform into a Buddha after putting down the butcher's knife? In the eighth year of Reiwa, the high monk from the East, 'Yujian Shuzhen', traveled across the ocean to Japan to spread AI Buddhism
This is a true story reported by BBC, Kyoto University has created the Buddharoid, wearing a gray monk robe, the G1 can perform a greeting bow, meditate, and is filled with vast amounts of Buddhist scriptures AI, chatting with you about life troubles and worries in a super gentle tone. With over 70,000 temples in Japan lacking monks, this guy is here to assist and save the day
Chinese hardware + Japanese culture + AI Buddhism, this global fusion is so interesting, is the end of science Buddhism? Modern people finally have a 24-hour non-judgmental cyber monk 😂
Do you think it's cool or completely absurd? Amitabha 🙏
The first iron rule of making money: Hold on, don't make money yet!
Why do many people get poorer the more they struggle, and the more they trade coins, the more they return to zero? The answer is heart-wrenching: because you want to make money too much. In the cryptocurrency circle, which is a 24-hour casino that never closes, this mindset is even more deadly. It seems we all suffer from severe FOMO, wishing to enter today, become a hundred times richer tomorrow, and achieve financial freedom the day after. Where's the result? Not only did I not get rich, but even the principal has become the dealer's meal.
Don't be that player who gives away kills right at the beginning. Have you ever played games? If you are a newbie, what will you do when you first enter the game? You definitely won't go directly to attack the big BOSS with a wooden sword. You will honestly complete the novice tasks, fight small monsters, and familiarize yourself with the map.