The silicon-based world is expanding
The carbon-based world is shrinking
Optical communications are soaring
For years now, pork has been underperforming

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CryptoDabai

04-14 03:36

Miner veteran OG shifts to AI, the core remains their business moat, continuing to mine AI with chips and GPUs.
The demand for computing power rental prices continues to surge, those who think this business isn't profitable should open their cognitive gaps.
Retail investors look at related companies, embracing the new era of mining business.

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CryptoDabai

03-29 19:13

Why do Polymarket's recent advertisements seem like a virus?

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CryptoDabai

03-29 15:39

AI agents, I once thought they were complete productivity.
Today I realize
(Multi-device multi-agent systems, making good use of model routing, plus enough attention to oneself, and so on… )
They just barely reach the level of conditional productivity!!!
Initially, I pushed everything to the limit, causing both the system and myself to crash…
Leading to ongoing exploration…
But now I’m clear: in the current stage, the overwhelming number of intelligent agents, just listening is enough.
Smart model routing and stable multi-agent systems
Feel like at least 1 to 2 years!
Self-correcting, self-opt

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CryptoDabai

03-29 12:20

Outside the motorcycle circle, knowing Zhang Xue's motorcycle until today’s worldssp championship victory, it’s so fast!!!
Zhang Xue’s spirit, in a certain sense, represents the spirit of Chinese manufacturing.
Zhang Xue’s motorcycle is not accidental!!!
Gao Xin Capital - Angel Round
Zhejiang Venture Capital - Series A
And the respective core investment targets:
1. Zhejiang Venture Capital | Aixin Semiconductor
Semiconductor etching, domestic substitution ceiling
2. Zhejiang Venture Capital | Xin Jian Transmission
Core components of robots, breakthrough in monopoly
3. Gao Xin Capital | Galaxy

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CryptoDabai

03-25 12:33

# Regarding Today
#Oil and Global Liquidity: Thoughts on Middle East Variables
On the surface these past two days, things seem to be easing, and oil prices are falling back. But underlying risks are actually accumulating.
On one hand, negotiation rhetoric is being put out there, but it looks more like buying time. Both the US and China have been conducting evacuation operations this week—this kind of thing doesn't happen just because "the situation is improving."
On the other hand, military preparations haven't stopped. US troop reinforcements are ongoing and being planned for worse-case scena

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CryptoDabai

03-24 09:03

If we exclude the noise and only look at recent signals from China and the US on evacuation within the past week, the conclusion is that Middle Eastern geopolitical conflicts are becoming prolonged and escalating.

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CryptoDabai

03-23 14:41

What Gold Is Essentially Betting On Right Now
Buying gold = Betting on the failure of the US petrodollar strategy (probability 55% + 20% = 75%)
Shorting gold = Betting on the success of the US petrodollar strategy (probability 25%)

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CryptoDabai

03-23 06:47

Global financial turmoil, Russia is reaping the rewards.
Hormuz Strait blocked,
Oil prices haven't stopped rising for five weeks,
Nasdaq and Nikkei both breaking through downward together.
Global finance is being reshuffled.
What should you do at this moment?
Who are the winners in this chaos?
Coming back to it over and over, there's just one answer: China.
The damage from this conflict
Just happens to fall entirely on China's adversaries.
Oil at $120 per barrel,
China has sufficient reserves, renewable energy alternatives accelerating.
The deeper global energy anxiety becomes,
The faster phot

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CryptoDabai

03-23 06:36

Global Financial Turmoil, Russia Reaping the Rewards
Hormuz Strait Blockaded
Oil prices haven't stopped rising for five weeks
Nasdaq and Nikkei plunging together
Global financial order being reshuffled.
What should you do at this moment?
Who are the winners in this chaos?
No matter how you analyze it, there's only one answer: China
The damage from this war
Falls perfectly on China's adversaries
Oil at $120 per barrel
Japan slowly bleeding out
China's reserves sufficient, new energy alternatives accelerating
The deeper the global energy anxiety
The fiercer solar, energy storage, and electric ve

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CryptoDabai

03-21 09:28

Weekend review:
1. The future potential for price increases and the results based on the current price increases of futures commodities calculated using crude oil (ranking of varieties with the greatest potential for further price hikes):
PX/pure benzene/styrene (remaining potential 15-25%): The strongest real supply impact (refinery shutdowns + Strait of Hormuz risk), highest transmission coefficient, already up 40% but with a cost ratio of over 90%, still room for limit-up moves.
Propylene (remaining potential 12-18%): A core olefin, up 22% but downstream restocking has just begun.
2. The po

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CryptoDabai

03-19 14:30

Middle East oil crisis persists for over a month:
The US holding massive cash is starting bargain-hunting mode after being wiped out in some countries.
China continues to capture transferred orders, wind and solar green energy and power, and new energy vehicles are about to make it big in South America, Vietnam, Thailand, Japan, and Australia where oil prices are skyrocketing. The diversity and resilience of the electric power and energy industrial foundation are solid, and with oil and chemical prices rising, coal-to-chemicals also has potential.
Also, stock transmission isn't living up to fu

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CryptoDabai

03-18 11:41

Future Cryptocurrency Assets Re-thought
1, Value Layer:
BTC —— Value Anchor
2, Financial Operating System:
ETH ——
Continue to carry real-world assets, settlement, DeFi
3, AI Productivity Layer:
Data + Distribution + Intelligent Coordination Network
TAO + Render
4, Narrative Collapse Layer and Others

BTC-0,55%

ETH-1,48%

TAO1,19%

RENDER-0,2%

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CryptoDabai

03-15 12:18

Just turned on the SOL phone, and it already feels like a century has passed.
#solana
#solphone
#seeker

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CryptoDabai

02-05 18:33

Ordinary people only have a chance during periods of despair. Watch more, act less, and be reborn from the ashes. Don't be afraid, #btc is the world's local dog.

BTC-0,55%

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CryptoDabai

01-31 21:17

Historical crash of USDT against CNY, now USDT against CNY is plunging again. Is the market so indifferent to crashes now? Does CNY have no desire to buy anymore?

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CryptoDabai

01-08 09:42

On one side is the frenzy in the stock sector
Brain-machine interfaces, controllable nuclear fusion, commercial spaceflight, semiconductor equipment, and a raging bull market in storage chips
On the other side is Bitcoin fluctuating around $90,000
Which side do you choose?

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CryptoDabai

2025-12-28 17:06

Honestly, I envy the protests in Europe.
Wages are falling, benefits are poor, and if you don't fight for yourself, no one will care about your needs until conflicts reach a point where self-repair is necessary.
Recently, European farmers have started protesting again. It seems that social order is temporarily in turmoil. One or two protests may not change the current situation, but in the long run, everything is fought for by ourselves.
In contrast, the domestic situation is that on one side, the trade surplus is exaggerated to over one trillion US dollars, and on the other side, many low-lev

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CryptoDabai

2025-12-12 20:21

2026 China Economic Conference Key Summary:
1 Real Estate
• Ordinary housing enters a low liquidity + slow clearance stage, policy adjustment time makes space
• Complete de-financialization of real estate, no longer serving as a growth engine
• Asset-backed properties remaining are only high-quality new-generation premium housing(Fifth-generation housing)
• Other housing reverts to residential use, prioritizing price stability over liquidity
2 Growth Logic
• New quality productivity becomes the sole medium- and long-term growth engine
• High-end manufacturing, technology, computing power, and

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