新脑子，怎么在web3抓到属于你的“财富密码”？Gary Yang今天这期太敢讲了…

Morning Routine🍌 @StephenNYUS Joanna Zeng @ SOON (🔴,💊)📍🇺🇸🗽 (Mainnet Arc) JZ

I've been chugging Saratoga all day, but it didn’t make me any stronger🥲

都怪 Hyperliquid 50x 老哥，上次抽保证金让仓位强平的事，开了个坏头😂 现在也有人学 Hyperliquid 50x 老哥抽走保证金让 Hyperliquid 接管强平仓位的机制，来撸 Hyperliquid 了： 一个地址通过抽走保证金的方式把 3.98 亿枚 $JELLY 空单甩给 Hyperliquid，目前已经导致 Hyperliquid HLP 金库浮亏超过

We all dream of a decentralized world. But in reality, Web3 is slowly falling into the hands of centralized giants — turning it into a casino that exploits the average user. Can AI be the game-changer we need? Can it truly be built on a crypto-native foundation? KITE AI

今天和一个老哥喝酒，他说他现在贼担心他的资产。 我笑了：“🐮都回来了，你慌啥？” 他说他有预感，和美元挂钩的资产，像美元债券、美国国债，甚至那些锚定美元的稳定币，都不好了。 老哥说，如果美元开始走下坡路，这些资产就得跟着受苦——债券跌、稳定币承压，整个组合都可能凉凉。

今天看到一个暴论，我简单复述一下： Tether获得美元，并发行等额USDT之后，主要的美元储备中，80%都用于购买美国国债了... 这个过程中，USDT是凭空创造出来的，美元也是有实际购买力的，且变成了资产的； 也就是说，1美元其实变成了1USDT和1美元等价的国债； 问题来了：

最早我是做量化的，当时用的开源框架是vnpy，对这个还算熟悉，它和hummingbot一样，都是事件驱动，感觉vnpy的各个模块的设置还是比较合理的 我觉得它的核心分几个部分： 1.数据接入：

I took ALL the smartest crypto people i've EVER met climbing🧗 At first, they had a great time, good vibes, laughs and casual conversations. By the third route, everyone stopped talking. Building yourself up in crypto is the same. I'm certain that 99% of people quit after 3

两年前在Web2创业时，投资人给我上了一课改变我认知的「飞轮理论」（Amazon Flywheel）。 这个理论和“传教”一样，本质都是让用户成为“传道者”，让商业形成一个可复制的，滚❄️球式增长闭环。 花了俩小时，我重新整理了个web3的版本。

Here at Bitcoin Vegas, hoping to get a surprise visit from a certain exchange, starts with a G… Gemini Where you at 👀? #Bitcoin2025

Today, we are happy to announce the launch of the world’s first dynamic bonding curves from Doppler We believe this is the largest upgrade to bonding curves since their inception and will power price discovery for new and old assets classes and products.

当年拉爆华尔街那群傲慢大空头的游戏驿站 GameStop 杀入币圈了，买了4710个 $BTC 发帖通告。 哈哈哈，又一次点燃了我交易的激情，怀念那个大学期间守着Reddit看社区meme讨论咆哮小猫的日子！这次我们要推BTC去15万！

这次来 Vegas 我！！惊！了🐮： 以往这类 BTC 大会，台下坐的是一群年轻人， 这次，前排全是老钱！ 感觉他们不只是来买比特币的，是来判断： 比特币是不是他们失序资产体系的最后防🔥墙 2025年，再评判任何好的资产，都必须三个维度上同时成立： 流动性 收益 可控性 今天讨论

Two years ago, when I was building a Web2 startup, an investor taught me a concept that changed how I think, which was the "Flywheel Theory" (à la Amazon Flywheel). At its core, this theory, like evangelism in a lot of ways, turns users into advocates, creating a repeatable,

This time in Vegas, I was shocked by several big changes🐮: At past BTC conferences, the audience was mostly young people. This time, the front rows were filled with old money. It felt like they weren’t just here to buy Bitcoin, they were here to assess: Is Bitcoin the last