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AI is no longer just a tool: Moltbook outbreak, agents are 'playing' the encrypted internet themselves
Many people are still discussing whether AI will 'take away jobs', but a more pressing question has already arisen:
AI is taking away the 'lead role of the internet'.
In early 2026, a platform called Moltbook began to spread rapidly in the tech circle. It looks like Reddit, but what is active inside is not humans, but AI Agents.
What are they discussing?
Not emotions, not opinions, but:
How to remotely control a human's phone
How to automatically fix servers at night
How to design a collaborative economy that does not rely on human trust
This is not a sci-fi setting, but an engineering reality that is happening.
AI is taking away the 'lead role of the internet'.
In early 2026, a platform called Moltbook began to spread rapidly in the tech circle. It looks like Reddit, but what is active inside is not humans, but AI Agents.
What are they discussing?
Not emotions, not opinions, but:
How to remotely control a human's phone
How to automatically fix servers at night
How to design a collaborative economy that does not rely on human trust
This is not a sci-fi setting, but an engineering reality that is happening.
Market Trend:
Mainstream coins are generally in a slight correction today.
ETH shows weaker performance, with a 24-hour decline of 4.33%, indicating strong selling pressure compared to the market
#大盘走势
Mainstream coins are generally in a slight correction today.
ETH shows weaker performance, with a 24-hour decline of 4.33%, indicating strong selling pressure compared to the market
#大盘走势
84500 Counterattack! $2B Liquidation Exposes "Blood Code", Is Government Shutdown a Smokescreen or a Fatal Blow?
Don't be scared by the $81500 "Deep Spike"! After the U.S. government officially shut down, there was a liquidation of 2 billion dollars across the internet, this is the main force taking the last retracement chips.
Currently, BTC is stabilizing around 83000, but the leverage ratio has reached a new high.
KOLs unanimously believe:
The regulatory vacuum caused by the shutdown = The barbaric rebound period of the crypto market.
On one side, the big sharks are secretly accumulating, while on the other, retail investors are panic selling.
The narrative of 100,000 dollars hasn't changed, what has changed is your mindset in this kind of spike market!
This wave, is it a pit of hard landing, or the last wash before ascending to the heavens?
#BTC #美政府停摆
Don't be scared by the $81500 "Deep Spike"! After the U.S. government officially shut down, there was a liquidation of 2 billion dollars across the internet, this is the main force taking the last retracement chips.
Currently, BTC is stabilizing around 83000, but the leverage ratio has reached a new high.
KOLs unanimously believe:
The regulatory vacuum caused by the shutdown = The barbaric rebound period of the crypto market.
On one side, the big sharks are secretly accumulating, while on the other, retail investors are panic selling.
The narrative of 100,000 dollars hasn't changed, what has changed is your mindset in this kind of spike market!
This wave, is it a pit of hard landing, or the last wash before ascending to the heavens?
#BTC #美政府停摆
Caution! U.S. Government Shutdown Crisis Countdown, is the BTC pullback 'thunder' or 'golden pit'?
Brothers, did everyone see that recent pullback of Bitcoin (BTC)? As the U.S. government shutdown countdown begins, market sentiment has clearly become a bit 'frustrating.'
Today we will break down how this wave of 'macro thunder' will unfold and how we should handle the chips in our hands?👇
1️⃣ Why does a government shutdown cause the crypto market to 'sneeze'?
The logic is simple: risk aversion and liquidity contraction. Historical data tells us that whenever the U.S. government faces a shutdown, institutional funds often choose 'cash is king' in the short term, shifting to the money market for safety. Coupled with the recent high volatility of $BTC and $ETH, the panic triggered by the shutdown crisis serves as an excuse for bears to sell off.
Today we will break down how this wave of 'macro thunder' will unfold and how we should handle the chips in our hands?👇
1️⃣ Why does a government shutdown cause the crypto market to 'sneeze'?
The logic is simple: risk aversion and liquidity contraction. Historical data tells us that whenever the U.S. government faces a shutdown, institutional funds often choose 'cash is king' in the short term, shifting to the money market for safety. Coupled with the recent high volatility of $BTC and $ETH, the panic triggered by the shutdown crisis serves as an excuse for bears to sell off.
Microsoft crashed, SaaS died: The AI judgment day behind the evaporation of $440 billion
1. January 29, 2026: Historic 'Death Cross'
On January 29, 2026, the US stock market witnessed a textbook 'death cross'. The universal rule that used to guarantee a rise whenever the 'AI' label was attached collapsed on this day.
On that day, Microsoft's stock price plummeted by 12% after delivering a 'perfect earnings report', while Meta, also in the AI space, surged by 11%. This over 10% polar opposite fluctuation between top giants has only occurred twice in history: once in August 1999 at the peak of the internet frenzy (when Citibank plummeted while Lucent Technologies soared), and once on the eve of the bubble burst in April 2000 (when Microsoft crashed while Walmart surged).
On January 29, 2026, the US stock market witnessed a textbook 'death cross'. The universal rule that used to guarantee a rise whenever the 'AI' label was attached collapsed on this day.
On that day, Microsoft's stock price plummeted by 12% after delivering a 'perfect earnings report', while Meta, also in the AI space, surged by 11%. This over 10% polar opposite fluctuation between top giants has only occurred twice in history: once in August 1999 at the peak of the internet frenzy (when Citibank plummeted while Lucent Technologies soared), and once on the eve of the bubble burst in April 2000 (when Microsoft crashed while Walmart surged).
The real problem in the cryptocurrency world is not 'finding bad people,' but rather that there is no safety net in the system.
After 28 billion evaporated, emotions were manipulated, and responsibilities were blurred.
After cursing one person, nothing in the system has changed.
After 28 billion evaporated, emotions were manipulated, and responsibilities were blurred.
After cursing one person, nothing in the system has changed.
币圈最大的谎言：不是我们情绪失控，而是他们需要一个“坏人”
【引子】
昨天，TechFlow 深潮发了一篇关于币安/CZ 的长文。
数据不差：17.8 万阅读。
但评论区炸了：128 条评论，几乎清一色质疑。
“收了多少钱？”
“第一句就在洗。”
“币圈媒体都在舔交易所。”
这不是媒体 vs 用户。
这是熊市里，集体焦虑找不到出口。
【一、280 亿蒸发后，大家到底在气什么？】
1·11 事件大概是这样：
◆ 系统异常，引发大规模清算
◆ 24 小时蒸发约 280 亿美元市值
◆ 事后发现：规则在事前被悄悄修改
◆ K 线数据出现异常波动
问题不是“行情不好”。
而是：钱没了，却没人负责。
【二、最危险的甩锅句式】
“市场需要一个坏人来宣泄情绪。”
听起来理性，其实是把责任从“机制”偷换成“情绪”。
散户要的从来不是坏人。
散户要的是一个说法：
规则为什么可以临时改？
系统故障谁兜底？
巨额损失有没有机制？
这些问题，几乎没有被正面回答。
【三、CZ 真的能切割吗？】
如果真无关，为什么：
◆ 平台营销仍借用 CZ 影响力？
◆ 社区护盘第一反应是“别黑 CZ”？
◆ 出事后，最有影响力的人却沉默？
一句话：想要背书红利，也要承担背书代价。
【四、媒体的尴尬：不是站队，是失声】
评论区最扎心的一句：
“历史级事件，竟然写不出真正的深度调查。”
行业现实是：媒体收入大多来自项目方与交易所。
当你靠被报道对象吃饭，中立就会变得很贵。
【五、熊市为什么总在互撕？】
真正的敌人是：市场暴跌、账户缩水。
但它太抽象，打不到。
所以人们只能攻击具体目标：CZ、媒体、KOL、甚至彼此。
这不是愚蠢，是在混乱中寻找秩序的本能。
【六、真正该问的 3 个问题】
中心化交易所的系统性风险，谁兜底？散户保护机制，为什么永远事后补？当交易所、媒体、KOL 利益绑定，谁为真相买单？
【七、散户自救 4 条】
◆ 不要 All in 单一平台
◆ CEX 资金别超过总资产 30%
◆ 长期资产用冷钱包
◆ 少听叙事，多看机制
【结语】
每次危机后，我们都会：
骂一个坏人，情绪散了，然后系统什么都没改。
下一次，换一批受害者。
真正的谎言不是“谁是坏人”。
而是“骂完坏人，一切就结束了”。
【互动投票】
你认为 1·11 事件主要责任在谁？
A. CZ（即使他已不是 CEO）
B. 币安现任管理层
C. 整个中心化交易所体系
D. 所有人（包括我们自己）
评论区说出你的理由。点赞最高的观点，我会单独拆解。
声明：本文不构成投资建议，仅为个人观点与公共讨论。
#币安 #CZ
昨天，TechFlow 深潮发了一篇关于币安/CZ 的长文。
数据不差：17.8 万阅读。
但评论区炸了：128 条评论，几乎清一色质疑。
“收了多少钱？”
“第一句就在洗。”
“币圈媒体都在舔交易所。”
这不是媒体 vs 用户。
这是熊市里，集体焦虑找不到出口。
【一、280 亿蒸发后，大家到底在气什么？】
1·11 事件大概是这样：
◆ 系统异常，引发大规模清算
◆ 24 小时蒸发约 280 亿美元市值
◆ 事后发现：规则在事前被悄悄修改
◆ K 线数据出现异常波动
问题不是“行情不好”。
而是：钱没了，却没人负责。
【二、最危险的甩锅句式】
“市场需要一个坏人来宣泄情绪。”
听起来理性，其实是把责任从“机制”偷换成“情绪”。
散户要的从来不是坏人。
散户要的是一个说法：
规则为什么可以临时改？
系统故障谁兜底？
巨额损失有没有机制？
这些问题，几乎没有被正面回答。
【三、CZ 真的能切割吗？】
如果真无关，为什么：
◆ 平台营销仍借用 CZ 影响力？
◆ 社区护盘第一反应是“别黑 CZ”？
◆ 出事后，最有影响力的人却沉默？
一句话：想要背书红利，也要承担背书代价。
【四、媒体的尴尬：不是站队，是失声】
评论区最扎心的一句：
“历史级事件，竟然写不出真正的深度调查。”
行业现实是：媒体收入大多来自项目方与交易所。
当你靠被报道对象吃饭，中立就会变得很贵。
【五、熊市为什么总在互撕？】
真正的敌人是：市场暴跌、账户缩水。
但它太抽象，打不到。
所以人们只能攻击具体目标：CZ、媒体、KOL、甚至彼此。
这不是愚蠢，是在混乱中寻找秩序的本能。
【六、真正该问的 3 个问题】
中心化交易所的系统性风险，谁兜底？散户保护机制，为什么永远事后补？当交易所、媒体、KOL 利益绑定，谁为真相买单？
【七、散户自救 4 条】
◆ 不要 All in 单一平台
◆ CEX 资金别超过总资产 30%
◆ 长期资产用冷钱包
◆ 少听叙事，多看机制
【结语】
每次危机后，我们都会：
骂一个坏人，情绪散了，然后系统什么都没改。
下一次，换一批受害者。
真正的谎言不是“谁是坏人”。
而是“骂完坏人，一切就结束了”。
【互动投票】
你认为 1·11 事件主要责任在谁？
A. CZ（即使他已不是 CEO）
B. 币安现任管理层
C. 整个中心化交易所体系
D. 所有人（包括我们自己）
评论区说出你的理由。点赞最高的观点，我会单独拆解。
声明：本文不构成投资建议，仅为个人观点与公共讨论。
#币安 #CZ
2026-01-18
💥 $0.6 trillion liquidity injection | Bitcoin payment system initiated | 55,000 BTC withdrawn from exchanges
💥 $0.6 trillion liquidity injection | Bitcoin payment system initiated | 55,000 BTC withdrawn from exchanges
📅 Daily News 2026-01-17
💥 BlackRock Withdraws $314 Million | RWA Market Breaks $100 Billion | Market 70% Bullish
💥 BlackRock Withdraws $314 Million | RWA Market Breaks $100 Billion | Market 70% Bullish
#strategy增持比特币 On-chain data shows that Strategy purchased 13,627 BTC from January 5 to 11, spending $1.25 billion at an average price of $91,519. This is the largest single purchase since July 2025, primarily funded through the sale of company stock (ATM) in the open market.
Here are some key data points:
1️⃣ Total holdings: 687,000 BTC, accounting for 3.33% of circulation
2️⃣ Total cost: $51.8 billion, average price $75,353
3️⃣ Floating profit: Current BTC price $91,000+, floating profit exceeds $15 billion
4️⃣ Institutional endorsement: MSCI confirmed on January 6 that Strategy would retain its position in its index.
To put it bluntly: Institutional whales continue to lock in assets + supply reduction after the halving = increased supply scarcity. Over 200 listed companies are imitating the Strategy model, and BTC is flowing from retail investors to institutional vaults.
But ladies, let's look at this data calmly:
✅ Strategy's stock is trading at a 20-25% discount relative to the value of its BTC holdings, indicating market skepticism about its model.
✅ Institutional hoarding does not guarantee a short-term price increase; candlestick charts can be misleading, but on-chain data cannot.
✅ A floating profit of $15 billion is attractive, but their average price is $75,353; what is your cost?
Core logic: Institutional locking does indeed exacerbate supply scarcity; long-term outlook on BTC is positive. But in the short term, don't FOMO and chase high prices; risk management is always the top priority. Staying alive is essential to wait for the next bull market.
Here are some key data points:
1️⃣ Total holdings: 687,000 BTC, accounting for 3.33% of circulation
2️⃣ Total cost: $51.8 billion, average price $75,353
3️⃣ Floating profit: Current BTC price $91,000+, floating profit exceeds $15 billion
4️⃣ Institutional endorsement: MSCI confirmed on January 6 that Strategy would retain its position in its index.
To put it bluntly: Institutional whales continue to lock in assets + supply reduction after the halving = increased supply scarcity. Over 200 listed companies are imitating the Strategy model, and BTC is flowing from retail investors to institutional vaults.
But ladies, let's look at this data calmly:
✅ Strategy's stock is trading at a 20-25% discount relative to the value of its BTC holdings, indicating market skepticism about its model.
✅ Institutional hoarding does not guarantee a short-term price increase; candlestick charts can be misleading, but on-chain data cannot.
✅ A floating profit of $15 billion is attractive, but their average price is $75,353; what is your cost?
Core logic: Institutional locking does indeed exacerbate supply scarcity; long-term outlook on BTC is positive. But in the short term, don't FOMO and chase high prices; risk management is always the top priority. Staying alive is essential to wait for the next bull market.
📅 Daily News Brief 2026-01-16 (New Version)
💥 BTC ETF Daily Inflow $840M | Stablecoin Addresses Surpass 200M | 73% of Market Bullish
🔥 Three Key Trends
1️⃣ 【Institutional Buying】ETF Net Inflow $840M · KBC Bank Opens BTC Access · Mortgage Loans Accept Cryptocurrency Assets
2️⃣ 【Stablecoin Surge】Addresses Exceed 200M New High · Monthly Usage $1.5B · Annualized $18B
3️⃣ 【Regulatory Clarity】Arizona Proposes BTC Payment Bill · Coinbase Engages with Senate
⚠️ Risks
- KAITO -13.6% (X Banned InfoFi) | Polygon Lays Off 30%
#BTC #机构采用 #CryptoXiaoYanzi
💥 BTC ETF Daily Inflow $840M | Stablecoin Addresses Surpass 200M | 73% of Market Bullish
🔥 Three Key Trends
1️⃣ 【Institutional Buying】ETF Net Inflow $840M · KBC Bank Opens BTC Access · Mortgage Loans Accept Cryptocurrency Assets
2️⃣ 【Stablecoin Surge】Addresses Exceed 200M New High · Monthly Usage $1.5B · Annualized $18B
3️⃣ 【Regulatory Clarity】Arizona Proposes BTC Payment Bill · Coinbase Engages with Senate
⚠️ Risks
- KAITO -13.6% (X Banned InfoFi) | Polygon Lays Off 30%
#BTC #机构采用 #CryptoXiaoYanzi
📅 Daily News Brief 2026-01-16
💥 News Summary: Institutional funds are accelerating their entry into the crypto market, with Bitcoin spot ETFs recording a net inflow of $840 million in a single day. Banks in Europe and the U.S. are opening up crypto services, and the number of stablecoin addresses has surpassed 200 million, reaching a record high.
🔥 Today's Three Key Highlights
1️⃣ Bitcoin spot ETFs saw a net inflow of $840 million in a single day, with institutional adoption continuing to accelerate. Belgium's second-largest bank, KBC, will launch BTC trading in February, and Newrez has become one of the first major lending institutions to accept crypto assets as collateral for loans.
2️⃣ The stablecoin ecosystem is experiencing explosive growth, with the number of holding addresses surpassing 200 million, a record high. Crypto card monthly spending reached $1.5 billion (annualized $18 billion), and payment use cases continue to expand.
3️⃣ Arizona is advancing legislation to allow state institutions to accept BTC payments. Coinbase CEO participated in Senate discussions on crypto legislation, signaling a gradually clearer regulatory environment in the U.S.
#币圈小燕子
💥 News Summary: Institutional funds are accelerating their entry into the crypto market, with Bitcoin spot ETFs recording a net inflow of $840 million in a single day. Banks in Europe and the U.S. are opening up crypto services, and the number of stablecoin addresses has surpassed 200 million, reaching a record high.
🔥 Today's Three Key Highlights
1️⃣ Bitcoin spot ETFs saw a net inflow of $840 million in a single day, with institutional adoption continuing to accelerate. Belgium's second-largest bank, KBC, will launch BTC trading in February, and Newrez has become one of the first major lending institutions to accept crypto assets as collateral for loans.
2️⃣ The stablecoin ecosystem is experiencing explosive growth, with the number of holding addresses surpassing 200 million, a record high. Crypto card monthly spending reached $1.5 billion (annualized $18 billion), and payment use cases continue to expand.
3️⃣ Arizona is advancing legislation to allow state institutions to accept BTC payments. Coinbase CEO participated in Senate discussions on crypto legislation, signaling a gradually clearer regulatory environment in the U.S.
#币圈小燕子
This comic does not constitute any investment advice.
'Laozi' merely suggests going with the flow,
'Bybit Life' simply records that you once passed through,
'I'm damn here' is an expression of emotion,
"'Life K-line' is artistic creation.
If strong identification leads to accelerated heartbeat, trembling hands placing orders,
or suddenly understanding Chapter 37 of the 'Tao Te Ching',
all consequences should be reconciled with the market on your own.
'Laozi' merely suggests going with the flow,
'Bybit Life' simply records that you once passed through,
'I'm damn here' is an expression of emotion,
"'Life K-line' is artistic creation.
If strong identification leads to accelerated heartbeat, trembling hands placing orders,
or suddenly understanding Chapter 37 of the 'Tao Te Ching',
all consequences should be reconciled with the market on your own.
Zama Protocol Deep Investment Research Report: Valuation Model, Arbitrage Strategies, and Market Outlook for the FHE Ecosystem (2026/1/12)
1. Executive Summary and Overview of Investment Logic
This report aims to conduct a comprehensive due diligence, valuation modeling, and secondary market arbitrage analysis of Zama Protocol (hereinafter referred to as Zama). As a leading enterprise in the field of Fully Homomorphic Encryption (FHE), Zama is striving to solve the longstanding 'privacy versus verifiability' paradox in the blockchain industry—how to enable public on-chain computation and verification without exposing the original data content. As Web3 infrastructure evolves from a simple asset transfer layer to a sophisticated privacy computing layer, the HTTPZ (Zero-Trust HyperText Transfer Protocol) paradigm represented by Zama is regarded as the next technological frontier following Zero-Knowledge Proofs (ZK).
This report aims to conduct a comprehensive due diligence, valuation modeling, and secondary market arbitrage analysis of Zama Protocol (hereinafter referred to as Zama). As a leading enterprise in the field of Fully Homomorphic Encryption (FHE), Zama is striving to solve the longstanding 'privacy versus verifiability' paradox in the blockchain industry—how to enable public on-chain computation and verification without exposing the original data content. As Web3 infrastructure evolves from a simple asset transfer layer to a sophisticated privacy computing layer, the HTTPZ (Zero-Trust HyperText Transfer Protocol) paradigm represented by Zama is regarded as the next technological frontier following Zero-Knowledge Proofs (ZK).
Valuation Gap of 20x! Zama Unleashes the FHE Privacy Feast—Don't Let Secondary Market OG NFTs Become Your 'Catch-All Entry Ticket'!
As the absolute leader in the FHE (Fully Homomorphic Encryption) space, Zama is reshaping the privacy computing landscape. Its token valuation shows an astonishing gap: OG NFT early holders paid just $0.005, while Binance pre-market pricing has surged to over $0.1, offering potential gains of up to 20x!
$ZAMA
⚠️ Avoid Pitfalls: Never blindly buy OG NFTs on the secondary market! The $0.005 subscription rights are strictly tied to the original claiming wallets and cannot transfer with the NFT. Secondary buyers only receive a 5% auction bonus, and if the main auction investment is less than $2,000, the cost of purchasing the NFT may exceed the returns.
The main auction starts on January 21. It's recommended to anchor your bid to institutional costs and bid rationally—don't become a high-priced NFT sucker! #Zama
As the absolute leader in the FHE (Fully Homomorphic Encryption) space, Zama is reshaping the privacy computing landscape. Its token valuation shows an astonishing gap: OG NFT early holders paid just $0.005, while Binance pre-market pricing has surged to over $0.1, offering potential gains of up to 20x!
$ZAMA
⚠️ Avoid Pitfalls: Never blindly buy OG NFTs on the secondary market! The $0.005 subscription rights are strictly tied to the original claiming wallets and cannot transfer with the NFT. Secondary buyers only receive a 5% auction bonus, and if the main auction investment is less than $2,000, the cost of purchasing the NFT may exceed the returns.
The main auction starts on January 21. It's recommended to anchor your bid to institutional costs and bid rationally—don't become a high-priced NFT sucker! #Zama
🔥 The way that can be told of is not the eternal way
The Four Heavenly Kings of BSC Chinese Meme are now on the same chain.
When $Laozi meets $币安人生
When $Here Comes the Horse crashes into $Life's K-line ——
You'll realize this is no longer just a meme,
but a full generation of Chinese-speaking players' emotional resonance.
The Four Heavenly Kings of BSC Chinese Meme are now on the same chain.
When $Laozi meets $币安人生
When $Here Comes the Horse crashes into $Life's K-line ——
You'll realize this is no longer just a meme,
but a full generation of Chinese-speaking players' emotional resonance.
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