0xLeslie

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Following $BP , $edge also "lived up to expectations" and reversed the trend.
Perpdex's narrative is not over; Hyperliquid has become the best project in this cycle, but the on-chain liquidity is no longer willing to take on projects with only expectations. The logic of the top three projects in the past has become invalid in this market.
The industry is undergoing a major reshuffle; the story of blockchain is far from over, but most old projects cannot survive.
The next narrative is likely to come from AI, but most AI + Web3 projects are essentially old ideas and still garbage.
Keep learning
EDGE-7,81%
HYPE-0,74%
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Is AI currently only capable of selling courses for monetization?
In the long run, leading AI companies will absorb most shallow applications. It's essential to move beyond the application perspective and focus on transforming the existing industry chains.
A few promising directions:
1. Agent Ad
2. Agent Work
3. B2B AI SaaS
4. Agent "Rural Outreach"
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The true dividend of this era is not necessarily possessing more, but never losing yourself in the first place.
When many people are trapped in anxiety, insomnia, and emotional exhaustion, if you can still eat well, sleep soundly, stay energized, and maintain emotional stability, you've already won.
When you find yourself at a loss facing the tides of the times, prioritize your physical and mental health ☘️
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Tencent employees are already using the internal version of Lobster.
It can be installed directly with one click, and is compatible with enterprise and group robots, with plenty of free tokens each month.
The difference is that Tencent's own product Qclaw only allows calling domestic large models, while the internal Lobster defaults to using Claude 😂
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The Agent market will be a market larger than humans.
Agent capabilities are continuously expanding, and what unlocks the ceiling is permissionless economic identity—something traditional finance cannot achieve.
I believe blockchain will be revitalized by Agent demand, and new AI-native asset issuance models, or even assets exclusive to AI, could represent significant opportunities.
Don't leave the table 📞
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Participated in testing Tencent's QClaw mini-lobster, and successfully got it to have a conversation with Claude on my computer.
Currently there's a free default large model available, but it's extremely dumb; and there's no way to openly use foreign models. It's not a chat window either, and there's no way to pin it.
Plus the response speed is extremely slow, and I can't understand the messages sent to Claude at all—it's kind of mysterious.
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There is a possibility that the so-called mass adoption expected by crypto will be achieved in the AI agent era.
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A rather harsh reality: society is now split into two groups:
1. Those who use AI, chase AI, worry about AI, and constantly search for new opportunities
2. Those who maintain their original lifestyle and completely ignore AI progress
Statistically, things will likely revert to the mean. A small portion of the first group will capture a disproportionate amount of value, while most become fuel for that process.
Meanwhile, most of the second group will eventually adopt the most mature and refined AI experiences, successfully catch up to the average progress.
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Can we fast-forward to brain-computer interfaces?
My eyes can barely focus anymore from staring at the screen for too long.
I want to curate while taking walks.
Sitting by West Lake using my brain to vibe coding.
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Shocked. The longer I work, the more experiences I have, and my MBTI has changed. For the past few years, I was INFP.
Just now, I took a test and felt something was off during the process, and it turned into ISTJ. No wonder I’m becoming more rational and decisive in my actions now.
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Only after stepping out do you realize how big the market is. This wave of AI is a nationwide anxiety trend.
It also shows me the future direction: creating content for Agents, systems and products that serve Agents, and GEO.
Don’t believe what others say—AI is useless for ordinary people.
The door to the Agent economy is opening, and a new paradigm is being established. Stay excited!
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Is Shenzhen leading again?
Developing the lobster farming industry.
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The first wave of AI impact hits the white-collar class,
Knowledge equality, technological equality,
White-collar workers have also become the most anxious group.
Discussing with industry experts, a very interesting point was raised: most AI agents today are based on white-collar work, because knowledge is cheap, leading to intense competition that heavily tests people's thinking and resources. Most people spend a lot of effort but don't make money.
Will AI blue-collar workers emerge in the future—low-cost but providing stable income?
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Now every day is a mix of pain and happiness
In the AI era, new opportunities are encountered every day,
But at the same time, there is anxiety everywhere.
Starting to miss the days without working a job,
Having plenty of time each day to think and evolve.
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Many people think Web4 is just nonsense, but I truly believe the future belongs to the Agentic economy.
Lobsters have already become the number one on GitHub, so in the future, more low-threshold personal agents will become fashionable, and tokens will become cheaper through competition.
Agents will replace humans in shopping, socializing, and even earning on the chain, and blockchain is naturally suited for ( non-unique ) agent ecosystems.
Building infrastructure for agents now is the next big trend.
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AI is indeed currently the most competitive track.
It's only a few months into 2026, and these model companies are racing to release the latest models, just like an arms race.
When will the price competition start?🥹
I'm now using a combination of Claude + domestic models.
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I really don't know if I'm too fragile or if there are just too many viruses outside now.
Whenever I take public transportation for a long trip, I always catch 🥹.
This time, it's vomiting, diarrhea, body aches, and a viral strain.
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Too阴了
Silicon-based lifeforms — Nvidia
Carbon-based lifeforms — Yin Nvidia
Also chose a growth track that cannot be falsified. Anyway, it's children, so just say whether they've grown or not🤣
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This year is definitely the most uncertain year in the entire world.
Geopolitical conflicts and the exponential surge of AI have deeply heightened everyone's risk aversion.
But uncertainty also means possibility.
Soon, more new things will emerge, and there will be more undervalued assets.
Learn and wait.
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Interesting facts:
- MiniMax and Zhipu's market cap is close to 300 billion, while JD.com is over 330 billion.
- The first two are still burning money and incurring losses at light speed, while JD.com’s annual profit exceeds 20 billion.
- MiniMax has fewer than 400 employees, and Zhipu has no more than 1,000.
- Meanwhile, JD.com's system employees number over 600,000.
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